Sales Coordinator - Employee Benefits

BSI Corporate Benefits is seeking a motivated and detail-oriented Sales Coordinator to support the continued growth of one of the country's fastest-growing employee benefits firms.In this role, you will serve as a key partner to Sales, Marketing, Operations, and Account Management, ensuring opportunities move efficiently through the pipeline and that new clients transition seamlessly from sale to service. You will play a critical role in driving organic growth through strong process execution, CRM management, and cross-functional collaboration.This is an exciting opportunity for someone who thrives in a fast-paced, team-oriented environment and enjoys combining organization, communication, and data-driven execution to support business growth.Award-Winning Culture, Expertise, and Service ExcellenceInc. Best in Business - (2022)The Chamber Business of the Year - (2022)Lehigh Valley Community Service Award PICPA & Lifepath - (2020)Inc. Best Workplaces - (2021 - Present)Lehigh Valley Business Fastest Growing Companies - (2014 - Present)Who's Who in Business - (2021 - Present)Inc. 5000 Fastest Growing Privately Held Company - (2020 & 2021)Lehigh Valley Business Best Benefits Consulting Firm - (2017 - Present)What You'll DoSales Support & Client OnboardingOwn post-sale CRM accuracy and data integrity in Salesforce, HubSpot, or similar platforms, ensuring all closed-won opportunities are complete and execution-readyManage and validate all new client documentation, contracts, and required data prior to handoffCoordinate internal onboarding preparation, including system setup, billing readiness, and workflow configurationServe as the primary internal liaison between Sales, Operations, Analytics, and Account Management during onboardingCollaborate with underwriting to support quoting, setup requests, and ensure proposal and final terms are accurately reflectedPrepare and deliver detailed onboarding summaries to ensure a smooth and informed transition to Account ManagementMarketing & Event SupportPartner with Marketing and Events teams to support prospect and client events, including invitation distribution, RSVP tracking, and coordinationMaintain accurate attendee data and manage post-event follow-up workflows within the CRMAssist with outbound marketing and outreach campaigns, including prospect list coordination, messaging inputs, and response trackingSupport pre- and post-event execution to ensure timely and effective sales engagementAttend events (virtually or in person) as neededCRM & Process ManagementOwn CRM data accuracy and documentation standards, ensuring opportunities, accounts, and client records are complete and up to datePrepare and deliver weekly, monthly, and quarterly pipeline and performance reports to leadershipEnsure consistent, standardized processes for client handoffs and internal workflowsSupport continuous improvement of sales processes, tools, and operational efficiencyWhat You Need To Thrive In This RoleBachelor's degree in Marketing, Business Administration, or a related fieldPrior experience in sales, business development, marketing, or a similar roleHands-on experience with Salesforce (required); familiarity with HubSpot or similar tools is a plusStrong organizational skills with the ability to manage multiple priorities and deadlinesExcellent communication skills and confidence working cross-functionallyExperience analyzing data and working with tools like Excel, Google Sheets, or reporting dashboards (Power BI, Salesforce, etc.)Understanding of sales performance metrics and pipeline managementA proactive, detail-oriented mindset with a team-first attitudeAdaptability and comfort working in a fast-growing, evolving environmentAbility to travel locally as needed and maintain a valid driver's license and insured vehicleWhat We Offer YouBSI engages in an employee-first approach as part of our team-oriented and supportive culture. We offer a variety of benefits and perks, including:Comprehensive medical, dental, and vision benefitsEmployer-paid STD, LTD, and life insurance; voluntary supplemental life and AD&D insurance options provided.Telemedicine and employee wellness program401k plan with generous company matchProfit sharing planTuition assistance and student loan repayment benefitsCompany-supported professional development and continuing education opportunitiesGenerous PTO plan and paid holidays (including your birthday!)Hybrid work modelFree coffee/tea at the local coffee shop located by our officeHealthy snacks in the officeSummer Flex FridaysFun, team-spirited work environment with company events, cultural activities, and team bonding