Sales Coordinator - Employee Benefits

Job Description

Job Description

At BSI, we are dedicated to providing exceptional service to our clients. As a rapidly growing firm, we pride ourselves on advocating for our clients on both a human and financial level. Our team is expanding, and we are looking for a passionate and dedicated Sales Coordinator to join us on this exciting journey.

What You'll Do

As a Sales Coordinator, you will have a unique opportunity to make a meaningful impact on BSI's growth and client experience by serving as a critical connector between sales, marketing, and client management. Your core responsibilities will include:

• Support the sales team throughout the full sales lifecycle, from lead qualification through proposal development and client onboarding
• Manage and maintain the sales pipeline within Salesforce, ensuring accurate data, timely follow-ups, and strong process discipline
• Customize sales proposals, presentations, and materials to align with prospect needs and BSI's value proposition
• Coordinate sales meetings, calendars, and preparation to ensure the sales team is set up for success
• Partner closely with underwriting, marketing, and events teams to support quoting, campaigns, and prospect engagement
• Assist with outreach messaging, event logistics, and sales enablement initiatives tied to organic growth goals
• Track, organize, and manage prospect data requests and follow-ups to keep opportunities moving forward
• Support the onboarding and seamless transition of new clients from sales to client management teams - including detailed completion of on-boarding and implementation documents.
• Prepare and deliver weekly, monthly, and quarterly reporting on sales activity and performance to leadership
• Contribute to continuous improvement of sales processes, tools, and workflows in a fast-paced, collaborative environment

What You Need to Thrive in This Role

You'll be successful in this role if you bring a blend of organization, communication, attention to detail and relationship-building skills, along with a genuine interest in supporting growth and client success. We're looking for someone who has:

• A proactive, detail-oriented mindset with the ability to manage multiple priorities and deadlines
• Strong communication skills and confidence collaborating with cross-functional teams
• A passion for supporting sales efforts and helping teams perform at their best
• Experience using Salesforce or a similar CRM to navigate dashboards, reports, and pipelines is preferred but not required. Training will be provided for the right candidate with a strong aptitude for learning new systems
• The ability to analyze data, track performance metrics, and identify trends using spreadsheets and reporting tools
• Previous experience supporting sales, business development, marketing, or client-facing teams is highly valued but not required
• A team-first attitude, paired with the ability to work independently and take ownership of tasks
• Comfort operating in a growth-oriented organization where processes evolve and adaptability is key
• A desire to learn, grow, and build a long-term career within an award-winning organization

Award-Winning Culture, Expertise, and Service Excellence

• Inc. 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 We Offer You

BSI 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 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
• Fun, team-spirited work environment with company events, cultural activities, and team bonding