About Kaelo

Kaelo provides essential healthcare solutions ensuring the physical and psychosocial wellbeing of all South Africans towards lasting social change. Kaelo meets the Healthcare needs of Corporate and Retail clients across South Africa – products offerings include Medical Insurance, Medical Aid, Gap Insurance, Kaelo Money and employee assistance programmes.

Role Purpose

The Consultant is responsible for identifying, qualifying, coordinating and converting public and private sector tender opportunities. The role leads the end-to-end bid process for Employee Assistance Programmes (EAP), Occupational Health Services and any other related integrated solutions, ensuring that every submission is compliant, commercially sound, operationally deliverable and compelling to the client.

The consultant serves as the central point of coordination across Growth, Product, Clinical and Operational teams, Occupational Health, Finance, Legal, Marketing and executive stakeholders. The role is accountable for disciplined tender governance, high-quality solution design, accurate pricing coordination, on-time submission and measurable commercial outcomes.

Role Outcomes

· A visible, qualified and proactively managed tender pipeline.

· High-quality submissions that are complete, compliant and submitted on time.

· Solutions that integrate client requirements with realistic EAP and Occupational Health models.

· Commercially viable bids that meet approved pricing and margin requirements.

· Improved tender conversion, stronger win/loss learning and reusable bid intellectual property.

Key Responsibilities

1. Opportunity identification and qualification

· Monitor relevant EAP, Occupational Health and any employee-benefit tender opportunities.

· Maintain a current opportunity pipeline, tender calendar and submission schedule.

· Monitor daily e-tender portals for new tender opportunities

· Assess strategic fit, client need, eligibility requirements, competitive position, delivery feasibility and commercial potential.

· Prepare evidence-based bid/no-bid recommendations for approval.

2. End-to-end tender management

· Interpret tender specifications and convert them into a detailed compliance matrix and project plan per submission.

· Coordinate contributors, responsibilities, dependencies, deadlines, draft reviews and approvals.

· Manage clarifications, briefing sessions, compulsory meetings, submission portals and tender communications.

· Ensure final submissions are complete, correctly authorised, quality checked and submitted before deadline.

3. Proposal and solution development

· Draft executive summaries, technical responses, methodologies, implementation plans and service descriptions.

· Translate client requirements into practical EAP and Occupational Health solutions.

· Coordinate subject matter input for counselling, case management, clinical governance, health surveillance, wellness, reporting, technology and implementation.

· Develop clear value propositions that balance EAP credibility with broader Lifestyle outcomes.

4. Commercial and pricing coordination

· Coordinate pricing inputs with relevant product owners.

· Maintain approved pricing assumptions, rate cards and commercial schedules.

· Test affordability, delivery costs, contractual exposure and margin against approved thresholds.

· Support commercial clarifications and negotiations after submission.

5. Governance, compliance and risk

· Verify administrative, technical, statutory, legal, privacy, clinical and commercial requirements.

· Maintain document control, version history, approval records and a complete audit trail for each bid.

· Escalate non-compliance, delivery constraints, conflicts, deviations and material commercial risks.

· Protect confidential company, client, employee and proprietary information throughout the bid process.

· Maintain the Tender Stationery Stock levels with regular stock take and keep up to date the company supporting document Library

6. Stakeholder and partner coordination

· Build effective working relationships with internal contributors, procurement stakeholders and delivery partners.

· Lead tender kick-off, solution review, pricing review and final approval sessions.

· Prepare presentation material and support client clarification or pitch sessions.

· Ensure effective handover to implementation and account-management teams after award.

7. Performance reporting and continuous improvement

· Maintain dashboards covering pipeline value, submissions, outcomes, conversion, revenue and margin.

· Complete structured win/loss reviews and document lessons learned.

· Maintain a controlled proposal and supporting document library in hard copy and digital copy (certified where needed).

· Update technical bid response content via online tender dossier

· Recommend and implement improvements to tender processes, content quality and governance.

Minimum Requirements

Qualifications

· Preferred NQF Level 5 qualification or higher in Business Management, Human Resources, Healthcare Management, Occupational Health, Public Health, Marketing or a related field.

· Bid, proposal, project-management or procurement certification is advantageous.

Experience

· At least 5 years of relevant experience in bid management, tenders, proposals, commercial development or solution consulting.

· Demonstrated exposure to one or more of the following: EAP, Occupational Health, healthcare, employee benefits or managed clinical services.

· Experience coordinating complex submissions involving multiple technical and commercial contributors.

· Experience with public-sector or large corporate procurement processes.

Knowledge and Technical Capability

· EAP and psychosocial support service models.

· Occupational Health service models and the South African regulatory environment.

· Tender compliance, proposal writing and procurement processes.

· Commercial modelling, pricing schedules and contract-risk identification.

· Strong Microsoft Word, Excel and PowerPoint capability, including document control and data presentation.

Core Competencies

Commercial 

1. Commercial judgement 

2. Proposal and business writing 

3. Financial and margin awareness 

4. Client-value orientation 

Delivery 

1. Project and deadline management 

2. Quality and detail control 

3. Structured problem solving

4. Risk and compliance discipline 

Interpersonal

1. Stakeholder coordination

2. Influencing without authority

3. Executive communication

4. Resilience under pressure

Personal Attributes

•       Accountability
•       Action orientated
•       Collaborative
•       Communication
•       Business writing skills
•       Manage complexity
•       Problem solving skills
•       Decision thinking
•       Encourages engagement
•       Resilient and adaptive
•       Resourceful
•       Demonstrates self-awareness
•       Purpose driven
•       Significance and values orientated

Start Date: 04 January 2027