What are the responsibilities and job description for the Sales Coordinator - Employee Benefits position at BSI Corporate 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 Excellence
Sales Support & Client Onboarding
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:
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 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)
Sales Support & Client Onboarding
- 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
- 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); familiarity with HubSpot or similar tools is a plus
- 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
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