Sales Coordinator

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Rocky Mountain Reserve

SiteLinkedInTodas as Vagas

11 - 50 funcionários

Fundada em 2009

⚕️ Seguro de Saúde

💳 Fintech

🤝 B2B

Healthcare Insurance • Fintech • B2B

A Rocky Mountain Reserve é uma empresa de administração de benefícios que oferece uma gama de serviços, incluindo Contas de Gastos Flexíveis (FSA), Contas de Poupança em Saúde (HSA), Arranjos de Reembolso de Saúde (HRA) e administração de COBRA. Com mais de 71 anos de experiência combinada em gestão de relacionamento, a empresa prioriza a satisfação do cliente e já administrou com sucesso mais de 207. 000 planos. A Rocky Mountain Reserve tem o objetivo de fornecer aos empregadores e participantes suporte e recursos eficientes para maximizar seus benefícios.

Descrição

• Manage incoming RFPs, questionnaires, and proposal requests • Coordinate RFP completion across internal teams • Ensure timely, accurate delivery of proposals to consultants • Maintain standardized responses and continuously improve RFP efficiency • Serve as a point of contact, alongside the VP of Sales, for consultants and clients throughout the sales process • Support follow-ups after consultant meetings (materials, recap notes, next steps) • Prepare and distribute sales collateral and presentations • Track deals through the sales process and maintain CRM accuracy (Salesforce or similar) • Gather key data points to support pricing and proposal strategy • Identify gaps in deal information and proactively work to resolve them • Help standardize pricing workflows for smaller, transactional deals • Maintain and improve internal sales templates and documentation • Partner with leadership to streamline processes and reduce friction

🎯 Requisitos

• 2–5+ years in a sales support, sales coordinator, or client-facing operations role • Experience with pre-tax benefits (HSA, FSA, HRA) and/or COBRA is required • Strong communication skills with the ability to engage brokers, consultants, and clients • Highly organized with strong attention to detail • Ability to manage multiple priorities and deadlines effectively • Experience working in CRM systems (e.g., Salesforce) • Demonstrated growth mindset with a willingness to learn, adapt, and continuously improve

🏖️ Benefícios

• Full benefits package