Sales Coordinator

Specialty Program Group•Atlanta, GA

1d•Remote

About The Position

The Sales Coordinator gives SPG Producers a dedicated resource for sales enablement, prospect intelligence, and partnership support. The role supports referrals sourced from Rippling, referrals Producers send to Rippling, traditional ancillary general agency business, and cross-sell opportunities across SPG Ancillary Benefits, SPG Specialty Benefits, and other SPG divisions. It combines support for corporate and divisional sales initiatives with helping Producers execute sales strategies, while vetting lead data and developing a quality-driven lead strategy so Producers can focus on relationships and revenue. The successful candidate will have a general understanding of HCM platforms and ancillary products, be comfortable moving among content creation, data research, and event logistics, and prioritize responsiveness to Producers. The position is 100% remote, working in the employee’s local time zone; access to a local office may be available upon request.

Requirements

Bachelor’s degree or higher.
1–5 years’ experience in employee benefits, sales operations, or a related field.
Understanding of HCM and ancillary products, including dental, vision, life, disability, and supplemental health.
Comfort working with CRM and sales enablement tools, including Salesforce, Monday.com, and prospecting or intent-data platforms.
Ability to triage large amounts of data with strong attention to detail and accuracy.
Strong writing and design instincts, with the ability to create polished collateral and decks without extensive creative direction.
Ability to thrive in a fast-paced environment and adapt to organizational change.
Meticulous attention to detail.
Effective communication and cross-functional collaboration skills.
Self-starter able to work with minimal oversight or direction.
Adaptability and ability to balance competing priorities across multiple business areas.
Curiosity and willingness to learn.
Team-oriented mindset.

Responsibilities

Support and help drive corporate and divisional sales initiatives, augmenting Producers in the execution of sales strategy.
Support cross-sell efforts across SPG Ancillary Benefits, SPG Specialty Benefits, and other SPG divisions.
Support Producers with finalist meeting preparation, scheduling, and summaries of discussions and next steps.
Maintain Producer-facing CRM records in Salesforce and Monday.com, track missing data requests, and help ensure accurate, comprehensive records and cross-functional integration.
Flag stalled, at-risk, or dead opportunities to Producers and leadership, and coordinate CRM updates.
Distribute pipeline and in-force client reports from CRM sources to leadership and Producers.
Keep HUB regional engagement status tracking current.
Partner with Producers to vet, investigate, and consolidate lead data and develop a quality-driven lead strategy.
Run CORE checks and other diligence and eligibility steps to support prospecting and qualification.
Monitor and interpret intent data to flag prospect activity and timely opportunities.
Research sales leads and competitive intelligence using online tools and resources, and provide analysis and reporting to sales and management.
Maintain divisional sales tools that show eligibility, pricing, and referral readiness.
Build and maintain Producer sales collateral, including prospect and client one-pagers, discovery cards, co-branded decks, and named Producer toolkits.
Support discovery calls and prepare partner capability summaries for prospective referral or partnership opportunities.
Support email campaign execution, scheduling, and tracking in partnership with marketing.
Coordinate logistics for Producer-driven events and carrier meetings.
Coordinate collaboration and communication among matrix partners on Producer-facing initiatives.
Build relationships with internal colleagues, broker partners, and carrier partners.
Support producer coaching and collaboration to align and grow the business.
Follow defined best practices and SLAs and implement continuous improvement initiatives under leadership direction.