Senior Associate, Proposal Budget Development
Premier Research - Florida

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A Senior Associate, Proposal Budget Development drives the budget development lifecycle from customer need identification, through budget preparation and submission, to post-decision review and feedback to stakeholders. A key success factor will be the creation of accurate and appropriately resourced budgets that profitably meet customer product development needs.


Effective collaboration with the proposal development team to meet deadlines

Prepare complex and/or global proposal budgets to support the acquisition of new business

Supports the manager, as needed, with employee and operational training

1. Promote commercial and operational success through collaboration with operational departments to ensure appropriate resourcing and budget development:

Manages all aspects of the trial budget process including trial cost analysis, final study budget development including Out of Pocket and FTE costs, maintenance of financial systems, and trial budget management through the life-cycle.

Effectively interfaces with the Project Planning group, the Contract Development group, Global Project Managers, and Regional Project Managers to achieve a successful study management team model.

Works with operational representatives to continuously improve analytical methodologies and communication tools for supporting the optimal financial execution of clinical trials.

Proactively builds and maintains internal and external relationships that support the gathering of business intelligence to support financial & specific operational activities.

2. Support new business acquisition with proposal preparation:

Effectively manages the budget development lifecycle from customer need identification, through proposal preparation and submission, to post-decision review and feedback to stakeholders

Analyzes customer service needs received in study specification sheets, protocols, case report forms and other supporting information used to prepare proposals (Request for Proposal (RFP) information); identifies discrepancies and works with Business Development to obtain the data or, if none are available, makes reasoned assumptions

In collaboration with Proposal Strategist, manages the dissemination of initial RFP information to relevant stakeholders and contributors; sets up costing meeting; directs costing meeting(s) to ensure complete review of RFP by appropriate operational attendees, discussion of resourcing needs, and thorough understanding of customer objectives

Assigns responsibilities to appropriate stakeholders and contributors, sets budget development schedule, coordinates and collates input to meet proposal production timelines; identifies, assess, resolves and/or escalates issues as needed

Prepares appropriate resource/service fees using algorithms and electronic spreadsheets, which may also include assisting in departmental reviews, updating initial estimates, analyzing final costs and providing feedback to appropriate stakeholders for input

If requested, works with Business Development to interact with or present proposal contents to customers

Conducts a lessons learned analysis and provides feedback and recommendations to operational departments for process improvement and to achieve a higher success rate on future proposals

Provides technical guidance and training to operational employees to ensure consistency in preparation and interpretation of cost estimates

Prepares service descriptions and budget assumptions using proposal template

Provides face-to-face, written and telephone contact with representatives from pharmaceutical, biotechnology or medical device companies, when requested

3. For team success:
Supports Business Developers in maintaining client relationships and assists with the coordination of client interactions with Premier Research, when requested;

Develops training programs in proposal development processes for proposal development staff, Business Development staff and appropriate operational staff;

Provides technical guidance and training to operational staff members to ensure consistency in preparation and interpretation of cost estimates

4. Other:
Participate in corporate initiatives and actions that ensure the continued success of the company

Other activities as designated

Required Skills

Required Experience

Educational Background

Undergraduate degree or its international equivalent preferably in the Sciences or Business Administration/ Marketing, from an accredited institution


Minimum of Three years relevant industry experience, which includes a minimum of one year’s experience in the proposal development process

Expertise and know-how

Demonstrates an understanding of CRO services, including knowledge of the processes and procedures for conducting a clinical trial, to ensure the production of an appropriate budget for inclusion in the proposal

General knowledge of clinical trial management services and governing guidelines

Excellent writing capabilities; ability to write reports and business correspondence

Good mathematics skills, including ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages; and the ability to apply basic concepts of accounting and finance

Advanced computer skills with Microsoft Office suite, including Excel and Word

Knowledge of web based communication tools for conferences

4. Personal skills & behaviors

Excellent team player, collaborative and able to work in an effective team environment

Ability to multitask and work effectively in a fast-paced environment with changing priorities.

Excellent organizational and time-management skills, able prioritize work to meet deadlines.

Accountable, dependable and strong commitment.

Customer service focused in approach to work both internally and externally.

Maintains a positive, results orientated work environment

Excellent communication skills.

Premier Research - 12 months ago - save job - block
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