Sales Coordinator

Location: US - Remote

Time Type: Full time

Job Description

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 youll 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 youll 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

The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEXs total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan. Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan. WEXs comprehensive and market competitive benefits are designed to support your personal and professional well-being. Benefits include health, dental and vision insurances, retirement savings plan, paid time off, health savings account, flexible spending accounts, life insurance, disability insurance, tuition reimbursement, and more. For more information, check out the About Us section.

Pay Range: $22.00 - $28.50