Sales Coordinator - Employee Benefits

BSI Corporate Benefits•Bethlehem, PA

7d•Hybrid

About The Position

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.

Requirements

Bachelor's degree in Marketing, Business Administration, or a related field
Prior experience in sales, business development, marketing, or a similar role
Hands-on experience with Salesforce (required)
Strong organizational skills with the ability to manage multiple priorities and deadlines
Excellent communication skills and confidence working cross-functionally
Experience analyzing data and working with tools like Excel, Google Sheets, or reporting dashboards (Power BI, Salesforce, etc.)
Understanding of sales performance metrics and pipeline management
A proactive, detail-oriented mindset with a team-first attitude
Adaptability and comfort working in a fast-growing, evolving environment
Ability to travel locally as needed and maintain a valid driver's license and insured vehicle

Nice To Haves

Familiarity with HubSpot or similar tools is a plus

Responsibilities

Own post-sale CRM accuracy and data integrity in Salesforce, HubSpot, or similar platforms, ensuring all closed-won opportunities are complete and execution-ready
Manage and validate all new client documentation, contracts, and required data prior to handoff
Coordinate internal onboarding preparation, including system setup, billing readiness, and workflow configuration
Serve as the primary internal liaison between Sales, Operations, Analytics, and Account Management during onboarding
Collaborate with underwriting to support quoting, setup requests, and ensure proposal and final terms are accurately reflected
Prepare and deliver detailed onboarding summaries to ensure a smooth and informed transition to Account Management
Partner with Marketing and Events teams to support prospect and client events, including invitation distribution, RSVP tracking, and coordination
Maintain accurate attendee data and manage post-event follow-up workflows within the CRM
Assist with outbound marketing and outreach campaigns, including prospect list coordination, messaging inputs, and response tracking
Support pre- and post-event execution to ensure timely and effective sales engagement
Attend events (virtually or in person) as needed
Own CRM data accuracy and documentation standards, ensuring opportunities, accounts, and client records are complete and up to date
Prepare and deliver weekly, monthly, and quarterly pipeline and performance reports to leadership
Ensure consistent, standardized processes for client handoffs and internal workflows
Support continuous improvement of sales processes, tools, and operational efficiency

Benefits

Comprehensive medical, dental, and vision benefits
Employer-paid STD, LTD, and life insurance; voluntary supplemental life and AD&D insurance options provided.
Telemedicine and employee wellness program
401k plan with generous company match
Profit sharing plan
Tuition assistance and student loan repayment benefits
Company-supported professional development and continuing education opportunities
Generous PTO plan and paid holidays (including your birthday!)
Hybrid work model
Free coffee/tea at the local coffee shop located by our office
Healthy snacks in the office
Summer Flex Fridays