Sales Coordinator

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Rocky Mountain Reserve

Site WebLinkedInTous les Emplois

11 - 50 employés

Fondée en 2009

⚕️ Assurance santé

💳 Fintech

🤝 B2B

Healthcare Insurance • Fintech • B2B

Rocky Mountain Reserve est une entreprise de gestion des avantages sociaux qui propose une gamme de services incluant les Comptes de Dépenses Flexibles (FSA), les Comptes d'Épargne Santé (HSA), les Arrangements de Remboursement Santé (HRA) et l'administration de COBRA. Avec plus de 71 ans d'expérience combinée en gestion de relations, l'entreprise privilégie la satisfaction du client et a administré avec succès plus de 207 000 plans. Rocky Mountain Reserve vise à fournir aux employeurs et aux participants un soutien et des ressources efficaces pour maximiser leurs avantages.

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

🎯 Exigences

• 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

🏖️ Avantages

• Full benefits package