Sr. Sales Coordinator

Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey - relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
HOW YOU WILL SOAR:
The Sr. Sales Coordinatoris responsible for providing support to the Retirement Services Sales team by assisting with tracking inquires, working with internal business units to resolve issues, conducting research, running regional campaigns, supplying data from Salesforce and partnering with the team on lead generation. The ideal candidate will be highly organized, reliable, proactive and a strong team player.

• Provide support to the team members by identifying opportunities, increasing communications, and coordinating engagement, events, reminders, and lists
• Assist with the delivery of lead generation and prospecting support through data mining and extraction of key information
• Provide daily, weekly, and monthly reporting as required by management and team members
• Assist the CRM Program Manager when working directly with Technology to support, improve, and create reports in Salesforce
• Assist with requests for proposal (RFPs), searches, and notifications
• Assist with trend analysis of sales data and proforma projections
• Work to continually enhance the data consistency, data entry user interface capabilities, functionality and streamlining of data processes
• Assist with reviewing presentations, proposals and newsletters
• Support conference activity working closely with Sales and Marketing
• Collect, maintain, and perform basic analysis of data using Salesforce and various internet and database search tools
• Partner with team members on CRM governance
• Research and analyze information to support sales efforts and integrated marketing automation campaigns
• Assist with special projects
• Other duties as assigned

IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

• Bachelor's Degree
• Preferred Major(s): Business, Communications, Marketing or related field
• 1-3 years of experience
• Adaptable to learn various 3rd party sales support technologies
• Self-starter with solid time management skills
• Able to be proactive while prioritizing and organizing multiple projects
• Strong interpersonal and verbal and written communication skills
• Collaborative teaming skills
• Experience with databases/data management, Salesforce or other CRM tool preferred

Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners - helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com.
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
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