E-Central Credit Union

Sales

• Assist with scheduling and coordinating meetings with prospective and existing clients
• Help prepare meeting materials and support post-meeting follow-up
• Maintain accurate CRM records and support sales pipeline organization
• Support renewal activities by organizing data, documents, and timelines with guidance from the sales and client services teams
• Assist the client services team with administrative and client-facing tasks
• Help with reporting, data cleanup, and basic process improvement projects
• Gain exposure to employee benefits, client relationship management, and sales operations

Sales Support Intern

• Sales management support
• Schedule introductory calls with our solutions team with qualified credit union prospects
• Manage meeting logistics, attendees, pre-call context, and post-meeting follow-up
• Own day-to-day CRM pipeline hygiene, track outreach activity and outcomes, and coordinate internal handoffs between solutions and service teams
• Assist with annual renewal workflows: gathering census/renewal inputs, organizing carrier information, and coordinating internal timelines
• Support client communications during renewal cycles
• Document renewal decisions and next steps in a CRM pipeline to ensure continuity and accountability
• Partner with the client services team to support ongoing client needs, including benefit administration coordination, cross-selling opportunities, and client service follow-up
• Assist with client-facing documentation and organization
• Produce weekly reporting CRM dashboards to support team prioritization
• Discover and remove potential bottlenecks and recommend improvements to outreach sequences, handoffs, and renewal checklists
• Collaborate with leadership on campaign execution

Sales Support Intern

Sales Support Coordinator