Sales Coordinator - Benefit Services

Job Description

Sales Coordinator

Job Level

S3

Summary/objective

The Sales Coordinator provides administrative and operational support to the Benefit Services Sales team. This role plays a critical part in facilitating the sales process, maintaining CRM accuracy, and supporting communication between sales representatives, broker partners, and internal teams. The ideal candidate is detail-oriented, organized, and capable of managing multiple priorities in a fast-paced environment.

Core Job Duties

• Support the Benefit Services Sales team by preparing quotes, proposals, and sales agreements
• Maintain accurate CRM records and ensure timely updates to sales opportunities
• Coordinate with Sales Operations, Implementation, and Outreach teams to support smooth handoffs and process execution
• Prepare and deliver sales materials and collateral to internal and external stakeholders
• Engage with broker partners and clients to support the sales process and ensure clear communication
• Generate reports related to sales activities, pipeline, and performance metrics
• Assist with follow-up on sales leads and help identify opportunities for upselling
• Contribute to process improvements to enhance sales team efficiency and accuracy

Job Complexity

Has substantial understanding of the job and applies knowledge and skills to complete a wide range of tasks

Interaction

Works on assignments that are moderately difficult, requiring judgment in resolving issues or in making recommendations.

Supervision

Normally receives little instruction on daily work, general instructions on newly introduced assignments. Routine assignments are performed independently unless problems occur.

Experience

Typically requires a minimum of 3 - 6 years of related experience.

Minimum Qualifications

• 3–5 years of experience in a business or sales support environment
• High school diploma or equivalent
• Proficiency in Microsoft Word, Excel, and CRM systems
• Strong verbal and written communication skills
• Strong time management and organizational abilities
• Team player with a proactive, solutions-oriented approach
• Prior experience supporting a sales or customer-facing team
• Familiarity with Sugar CRM is a plus

Physical Demands

Prolonged periods of sitting at a desk and working on a computer. Must be able to lift to 15 pounds.

Travel Required

Yes, up to 15% domestic travel may be required.

Work Authorization

Employee must be legally authorized to work in the United States.

FLSA Classification

Exempt

Location

Any

Internal Job Title

Sales Coordinator

Effective Date

05/28/2025

About isolved

isolved is an employee experience leader, providing intuitive, people-first HCM (Human Capital Management) technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. Our HCM platform, isolved People Cloud, seamlessly connects and manages the employee journey across talent management, HR & payroll, workforce management and engagement management functions. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit www.isolvedhcm.com.

isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are. Visit www.isolvedhcm.com/careers for more information regarding our incredible culture and focus on our employee experience. Visit www.isolvedeebenefits.com for a comprehensive list of our employee total rewards offerings.

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