[Remote] Sales Support Coordinator

Note: The job is a remote job and is open to candidates in USA. Self Fund Health partners with mid-market employers to operate self-funded health plans. The Sales Support Coordinator supports business growth by managing RFPs and proposals, broker coordination, CRM and sales documentation, collateral, events, and marketing support.

Responsibilities

• Support broker and advisor relationships: send materials, keep broker and agency records current in the CRM, coordinate broker meetings, and help onboard new broker agencies (including appointment paperwork)
• Manage RFP intake: receive incoming broker submissions, run the completeness check, and chase down missing inputs (census, plan documents, current rates, claims) so underwriting can start — handling sensitive census and health data securely and in line with privacy requirements
• Prepare RFP and proposal responses: work with teammates to gather what’s needed, manage deadlines, and deliver client-ready materials for the sales team to present
• Maintain sales collateral, client-facing materials, and the content library so the team always has current, on-brand assets
• Support the sales team as they prepare to meet with employer groups: put together presentation and call materials ahead of meetings, then track and coordinate next steps afterward
• Manage CRM data and documentation: create, update, and audit customer accounts, contacts, and sales pipelines; keep the sales team on track with next steps and priorities; and keep process guides, field definitions, and workflows current so the whole team uses the CRM consistently
• Follow the documented steps of the sales life cycle, keeping deals moving through each stage and flagging what needs attention
• Track sales activity and project status, and keep documentation organized and up to date
• Coordinate events: conferences, webinars, and client events including logistics and vendors and then assist on-site and with follow-up
• Support marketing campaigns: schedule and send emails, schedule social posts, coordinate print material orders, and build and maintain prospect and customer lists
• Execute and help refine repeatable processes as we scale
• Take on ad-hoc projects and requests as they come across the business

Skills

• Self-starter. You see what needs to happen, prioritize, and move — without waiting to be told
• Organized. You manage timelines, follow-ups, and competing priorities without dropping things, even when the volume spikes
• Resourceful. When there's no playbook, you figure it out. You find another way when the standard answer doesn't fit
• Clear communicator. You produce polished, confident, client-ready materials — and you write like a person, not a template
• Owner mindset. You take responsibility for the whole task and see it through, coordinating across sales, marketing, and the wider team to keep everything moving in the same direction
• Adaptable. You're energized by an evolving startup — comfortable with ambiguity, shifting priorities, and helping build the playbook as you go
• Coachable. You want the feedback, and you act on it
• Experience in healthcare, employee benefits, or insurance
• Hands-on experience with a CRM, email marketing platform, or event coordination

Benefits

• Health benefits: Coverage under Self Fund Health’s own plan, including direct primary care access at no cost
• 401(k) plan (employer match not currently offered)
• Unlimited PTO, with a 20-day minimum you’re actually expected to take
• Broad exposure across sales, events, and marketing, with support to grow in the direction you choose
• Remote role (Wisconsin)

Company Overview