Sales Coordinator

Rocky Mountain Reserve

Sales Coordinator contributing to the sales process at Rocky Mountain Reserve, managing RFPs and consultant follow-ups. Role involves strong communication and organizational skills for efficient sales operations.

Posted 4/23/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $85,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

2–5+ years in a sales support, sales coordinator, or client-facing operations role
Experience with pre-tax benefits (HSA, FSA, HRA) and/or COBRA is required
Strong communication skills with the ability to engage brokers, consultants, and clients
Highly organized with strong attention to detail
Ability to manage multiple priorities and deadlines effectively
Experience working in CRM systems (e.g., Salesforce)
Demonstrated growth mindset with a willingness to learn, adapt, and continuously improve

Benefits

Comp & perks

Full benefits package

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

RFP managementproposal writingsales coordinationdata analysispricing strategyworkflow standardizationsales documentation

Soft Skills

communicationorganizationattention to detailtime managementadaptabilityproblem-solving