Role Overview
The RFP & Proposal Manager owns River Health’s end-to-end RFP, RFI, and proposal process. This role is responsible for sourcing opportunities, managing timelines, ensuring regulatory compliance, and delivering accurate, compelling responses in partnership with our Growth Team.
Core Responsibilities
RFP & Proposal Ownership
- Manage the full lifecycle of RFPs, RFIs, and proposal requests from employers, brokers, and benefits consultants
- Qualify opportunities, establish timelines, and coordinate internal contributors to ensure on-time submission
- Act as the single point of accountability for proposal accuracy, completeness, and clarity
Sales & Consultant Partnership
- Partner with Sales to align proposal strategy, positioning, and pricing with prospect needs
- Support broker and consultant relationships by adhering to required formats, evaluation criteria, and procurement standards
- Participate in finalist presentations, consultant Q&A, and follow-up documentation as needed
Content Development & Messaging
- Translate River Health’s plan designs, pricing, onboarding, and operational model into consultant- and employer-ready language
Maintain and continuously improve a centralized RFP content library (standard responses, case studies, compliance language, and outcomes data) - Ensure consistent, differentiated messaging across all proposals that reflects River Health’s brand and value proposition
Compliance & Risk Management
- Ensure all proposals meet regulatory and disclosure requirements, including ERISA, ACA/MEC considerations, and COBRA, where applicable
- Partner with Compliance and Legal to validate language related to plan structure, employer obligations, and risk mitigation
- Identify RFP requirements tied to reporting, payroll integration, enrollment, and plan administration
KPIs & Success Metrics
Benefits consultants and brokers expect clear ownership and accountability. Success in this role is measured by:
RFP Execution & Quality
- ≥ 98% on-time RFP submission rate
- ≤ 5% post-submission clarification or correction requests due to errors
- Consistent alignment with consultant scoring criteria
Compliance & Risk
- Zero material compliance issues or misstatements in submitted proposals
- 100% adherence to ERISA and MEC disclosure requirements
Qualifications
- 3+ years of experience managing RFPs and proposals in health insurance, employee benefits, or healthcare services
- Strong working knowledge of ERISA, employer-sponsored health benefits, and ACA/MEC plan structures
- Proven experience working with benefits consultants and broker partners
- Exceptional written communication and cross-functional project management skills