Sales Coordinator
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Job Description
Sales Coordinator contributing to the sales process at Rocky Mountain Reserve, managing RFPs and consultant follow-ups. Role involves strong communication and organizational skills for efficient sales operations.
Responsibilities:
- 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
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