Rocky Mountain Reserve

Sales

• Manage incoming RFPs, questionnaires, and proposal requests
• Coordinate RFP completion across internal teams
• Ensure timely, accurate delivery of proposals to consultants
• Maintain standardized responses and continuously improve RFP efficiency
• Serve as a point of contact, alongside the VP of Sales, for consultants and clients throughout the sales process
• Support follow-ups after consultant meetings (materials, recap notes, next steps)
• Prepare and distribute sales collateral and presentations
• Track deals through the sales process and maintain CRM accuracy (Salesforce or similar)
• Gather key data points to support pricing and proposal strategy
• Identify gaps in deal information and proactively work to resolve them
• Help standardize pricing workflows for smaller, transactional deals
• Maintain and improve internal sales templates and documentation
• Partner with leadership to streamline processes and reduce friction

Sales Coordinator