Sales Coordinator
About the Team/Role
The Sales Coordinator is responsible for responding to Requests for Proposal, assisting Sales Directors in various areas (assembling materials, support while Sales Directors travels, follow-up questions, including consultant calls and participant presentations), traveling for enrollment meetings, assisting with event planning, managing opportunities in our CRM system and all other duties as assigned. The Sales Coordinator is responsible for drafting tailored cover letters and responding to fluid market segments. This role supports Sales Directors through complex logistics, consultant interactions, and project-based assignments. The individual demonstrates a medium level of acumen across all lines of business and serves as a peer mentor for newer team members.
How you'll make an impact
Must adhere to security policies
Responds in a timely manner to Requests for Proposal (two business days or as stated) ensuring accuracy while beginning to exercise autonomy in drafting cover letters and tailoring responses based on the specific market segment (e.g., mid-market vs. small group).
Phone calls and e-mails are to be handled with immediate attention – with a goal of resolution in under four hours.
Efficiently manage high volumes of Salesforce tasks while maintaining the flexibility to handle specialized requests for different sales segments.
Work efficiently in a team environment
A full understanding of the relationship between the consultants, employers, and Sales Team, maintaining a medium level of acumen across all lines of business, requiring less hands-on training and demonstrating a more advanced understanding of how WEX products fit the needs of consultants and employers.
The ability to manage the logistics of travel throughout the country. Plan and set up own travel schedule, reservations, and logistics required for meetings
Responsible for assisting all Sales Team members by answering questions and providing education.
Handles all inquiries professionally and courteously and with accuracy
Promotes a favorable image of WEX through positive interactions with all internal WEX staff members and external customers maintaining their confidence in us
Researches/investigates all inquiries utilizing reference materials
Understands and applies confidentiality guidelines
Follows customer service standards
Work to stay current with industry trends & updates
Conduct presentations and provide product training/demonstrations to new clients and participants. Participate in monthly Sales Team development meetings
Track and update channel and client contacts using tracking software
Travel 5-7 times per year
Experience you'll bring
High School diploma
College degree, preferred
3-5 years of relevant experience in a customer or partner facing role
Strong written and verbal communication skills
Comfortable communicating with internal/external stakeholders at all levels
Health/employee benefits experience, preferred
AI -- Gemini, ChatGPT or any other AI tool -- Preferred