Demo

Proposal Manager- SO CA Based

Crossover Health Management Services, Inc.
San Clemente, CA Full Time
POSTED ON 4/30/2025
AVAILABLE BEFORE 5/31/2025

About Crossover Health

Crossover Health is creating the future of health as it should be. A national, team-based medical group with a focus on wellbeing and prevention that extends beyond traditional sick care, the company delivers an entirely new model of healthcare—Primary Health—built on the foundation of trusted relationships, an interdisciplinary care team approach, and outcomes-based payment. Crossover’s Primary Health model integrates primary care, physical medicine, mental health, health coaching, care navigation and more, and delivers care in surround-sound—in-person, virtually and via asynchronous messaging. Together we are building a community of members that embraces healthcare as a proactive part of their lifestyle.

Job Summary


The Proposal Manager is a member of the Revenue Strategy and Operations team and plays a central role in driving Crossover Health’s proposal development and management process (RFPs and RFIs). In partnership with our Sales and Account Management team members, this position will serve as the in-house expert for crafting and distilling responses and overall proposal narratives in alignment with individual RFx requirements, our business and product strategy, and our enterprise messaging and branding. As we scale the RFx function, the Proposal Manager will assess, develop, and implement relevant best practices related to RFx content, processes, and supporting technologies/systems.

Job Responsibilities

  • Manages the RFx process from start to finish, including but not limited to: Initial intake and scoping, assessment of key requirements, timeline and workflow creation, internal resource coordination, content drafting and editing (including supplemental documents), and final deliverable assembly and submission.

  • Takes a lead role in drafting, customizing, editing, and proofing proposals.

  • Collaborates with multiple internal stakeholders to provide strategic guidance for both individual proposal responses and overall proposal narrative and flow.

  • Project manages multiple (and often simultaneous) RFxs to accurate and timely completion.

  • Cultivates and maintains in-depth knowledge of Crossover Health’s products and services, key competitors and differentiators, and go-to-market messaging.

  • Drives continuous RFx iteration and improvements, such as response library refreshes, contributor role expectation-setting, and timeline and process standardization.

  • Partners across functional teams to generate new ideas and deliverables to help position Crossover’s strengths.

  • Performs other duties/participates in other initiatives as assigned and RFx pace allows.

Required Qualifications

  • Bachelor's degree required; English, Communications, or Marketing preferred

  • 3-5 years of relevant experience in proposal management and writing and/or related support roles in Sales, Account Management, or Marketing

  • Excellent demonstrated writing, editing, and proofing skills, as well as verbal communication skills

  • Proven project management and organizational skills with aptitude to quickly learn new procedures and processes

  • High level of personal ownership, accountability, and initiative to operate with minimal direction

  • Strong interpersonal skills to partner effectively with all internal stakeholders, including individual Sales/Account Management team members, executive and functional leadership, and various subject matter experts

  • Efficiency in multi-tasking with agility to balance both deadline-driven work (including multiple, simultaneous deadlines) and longer-term projects

Preferred Qualifications

  • Prior experience working in health care and more specifically the employer benefits space

  • Proficient in Google Suite applications

  • Experience with proposal management software and development tools, such as RFPIO

The base pay range for this position is $103,414.00 to $139,610 per year. Pay range may vary depending on work location, applicable knowledge, skills, and experience. This position may be eligible for an annual bonus opportunity and comprehensive benefits package that includes Medical Insurance, Dental Insurance, Vision Insurance, Short- and Long-Term Disability, Life Insurance, Paid Time Off and 401K.

Crossover Health is committed to Equal Employment Opportunity regardless of race, color, national origin, gender, sexual orientation, age, religion, veteran status, disability, history of disability or perceived disability. If you need assistance or an accommodation due to a disability, you may email us at careers@crossoverhealth.com.

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.

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Salary : $103,414 - $139,610

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