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
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Inc. Best in Business - (2022)
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The Chamber Business of the Year - (2022)
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Lehigh Valley Community Service Award PICPALifepath - (2020)
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Inc. Best Workplaces - (2021 - Present)
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Lehigh Valley Business Fastest Growing Companies - (2014 - Present)
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Who's Who in Business - (2021 - Present)
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Inc. 5000 Fastest Growing Privately Held Company - (20202021)
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Lehigh Valley Business Best Benefits Consulting Firm - (2017 - Present)
What You'll Do
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Own post-sale CRM accuracy and data integrity in Salesforce, HubSpot, or similar platforms, ensuring all closed-won opportunities are complete and execution-ready
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Manage and validate all new client documentation, contracts, and required data prior to handoff
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Coordinate internal onboarding preparation, including system setup, billing readiness, and workflow configuration
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Serve as the primary internal liaison between Sales, Operations, Analytics, and Account Management during onboarding
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Collaborate with underwriting to support quoting, setup requests, and ensure proposal and final terms are accurately reflected
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Prepare and deliver detailed onboarding summaries to ensure a smooth and informed transition to Account Management
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Partner with Marketing and Events teams to support prospect and client events, including invitation distribution, RSVP tracking, and coordination
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Maintain accurate attendee data and manage post-event follow-up workflows within the CRM
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Assist with outbound marketing and outreach campaigns, including prospect list coordination, messaging inputs, and response tracking
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Support pre- and post-event execution to ensure timely and effective sales engagement
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Attend events (virtually or in person) as needed
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Own CRM data accuracy and documentation standards, ensuring opportunities, accounts, and client records are complete and up to date
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Prepare and deliver weekly, monthly, and quarterly pipeline and performance reports to leadership
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Ensure consistent, standardized processes for client handoffs and internal workflows
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Support continuous improvement of sales processes, tools, and operational efficiency
What You Need to Thrive in This Role
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Bachelor's degree in Marketing, Business Administration, or a related field
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Prior experience in sales, business development, marketing, or a similar role
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Hands-on experience with Salesforce (required); familiarity with HubSpot or similar tools is a plus
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Strong organizational skills with the ability to manage multiple priorities and deadlines
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Excellent communication skills and confidence working cross-functionally
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Experience analyzing data and working with tools like Excel, Google Sheets, or reporting dashboards (Power BI, Salesforce, etc.)
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Understanding of sales performance metrics and pipeline management
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A proactive, detail-oriented mindset with a team-first attitude
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Adaptability and comfort working in a fast-growing, evolving environment
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Ability to travel locally as needed and maintain a valid driver's license and insured vehicle
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:
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Comprehensive medical, dental, and vision benefits
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Employer-paid STD, LTD, and life insurance; voluntary supplemental life and AD&D insurance options provided.
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Telemedicine and employee wellness program
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401k plan with generous company match
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Profit sharing plan
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Tuition assistance and student loan repayment benefits
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Company-supported professional development and continuing education opportunities
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Generous PTO plan and paid holidays (including your birthday!)
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Hybrid work model
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Free coffee/tea at the local coffee shop located by our office
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Healthy snacks in the office
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Summer Flex Fridays
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Fun, team-spirited work environment with company events, cultural activities, and team bonding
