Sales Support Coordinator

E-Central Credit Union

Sales Support Coordinator expanding employee benefit solutions for credit unions. Collaborating with clients, managing sales processes, and supporting client services to drive agency growth.

Posted 4/28/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

Cyber Security

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

3-5 years of sales and support experience in the employee benefits industry
Experience with group health insurance and ancillary plan quoting
Comfortable with Microsoft, Adobe, and Benefit Administration technology
Ability to prioritize multiple deadlines (especially during renewal season)
Comfortable using CRM pipeline tools and maintaining clean data
Strong interpersonal and communication skills – you're a natural at building rapport
Sales and service-driven mindset with a passion for helping clients make informed decisions
Ability to thrive in a fun, fast-paced environment and adapt to changing markets
Familiarity with credit union philosophy, laws, compliance, and regulatory requirements related to matters of state and federally chartered credit unions
Familiarity with Corporate Central’s Bylaws, policies, and operational procedures
Familiarity with and compliance with the National Credit Union Administration (NCUA), Federal Financial Institutions Examination Council (FFIEC), Gramm-Leach-Bliley Act (GLBA), Bank Secrecy Act (BSA), Anti-Money Laundering (AML), USA PATRIOT Act, Office of Foreign Asset Control (OFAC), and all other relevant regulatory requirements
Familiarity with information security best practices and data protection responsibilities, and compliance with all cyber security requirements of Corporate Central

Benefits

Comp & perks

Pension (fully funded by Corporate Central)
401(k)
Health, Dental, Vision
Group Life and Long Term Disability
Paid Time Off
Sabbatical Program
Tuition Reimbursement
Remote work opportunities
Competitive salary
And much more!

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

sales managementCRM pipeline managementgroup health insurance quotingancillary plan quotingdata maintenancereportingbenefit administration coordinationclient communicationoutreach activity trackingrenewal workflow management

Soft Skills

interpersonal skillscommunication skillsprioritizationadaptabilityclient service mindsetrapport buildingorganizational skillsproblem-solvingcollaborationtime management