Sales Coordinator

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🕒 April 23

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Rocky Mountain Reserve

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2009

⚕️ Healthcare Insurance

💳 Fintech

🤝 B2B

Healthcare Insurance • Fintech • B2B

Rocky Mountain Reserve is a benefits administration company that offers a range of services including Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), Health Reimbursement Arrangements (HRA), and COBRA administration. With over 71 years of combined experience in relationship management, the company prioritizes customer satisfaction and has successfully administered over 207,000 plans. Rocky Mountain Reserve aims to provide employers and participants with efficient support and resources to maximize their benefits.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• Full benefits package