Via Benefits - Proposal & Presentation Enablement Manager
WTW · United States
Overview
Via Benefits, a WTW business, helps employers guide eligible retirees and other populations to individual health insurance coverage through personalized enrollment support, ongoing advocacy, and reimbursement account administration. We are looking for a Strategic Proposal & Presentation Enablement Manager to help bring our story to life and support growth across Retiree Solutions, Active/Individual Coverage Health Reimbursement Arrangement (ICHRA) Solutions, Access, and Public Sector Solutions.
In this hands-on role, you will shape the client experience by reviewing, creating, and formatting client and finalist presentations; applying WTW and Via Benefits branding standards; and turning complex information into clear, polished slides. You will also coordinate proposals from intake through submission, develop compelling client-centered messaging, manage reusable content, and use approved AI tools to improve speed, consistency, and quality.
Location: Remote – Open to Candidates within the US
What You’ll Do
Bring client and finalist presentations to life by shaping storylines, simplifying complex information, formatting slides, refining speaker notes, and applying WTW and Via Benefits branding standards.
Lead the coordination of RFPs, RFIs, renewals, standard proposals, and other priority pursuits from intake and planning through final submission.
Review solicitation documents to identify requirements, deadlines, submission instructions, risks, gaps, and questions, then turn them into clear workplans and assignments.
Partner with sales and solution leaders to develop win strategies, executive summaries, proposal narratives, and messaging tailored to each prospect’s priorities.
Deliver submission-ready materials by consolidating edits and confirming completeness, accuracy, terminology, branding, formatting, compliance, and overall quality.
Keep pursuits moving by managing timelines, review cycles, stakeholder responsibilities, approvals, collaboration workspaces, document ownership, and version control.
Use Microsoft Copilot, Loopio, and other approved tools to analyze requirements, strengthen first drafts, retrieve approved content, identify gaps, and increase reuse while maintaining human review and confidentiality.
Keep proposal content, presentation assets, prompts, templates, and knowledge resources current and easy to use across Loopio, Teams, and SharePoint.
Bring together input from Sales, Solution Architecture, Client Management, Operations, Product, Marketing, Legal, Finance, and subject-matter experts to ensure content is accurate, current, and aligned.
Help continuously improve proposal processes, templates, review checklists, ownership models, and handoffs by applying lessons learned from completed pursuits.