Sales Support Coordinator

Summary

Self Fund Health is a healthcare startup that helps employers operate self-funded health plans with better care and lower costs. The Sales Support Coordinator supports the sales engine by managing RFPs and proposals, coordinating brokers and events, maintaining CRM data and sales collateral, and assisting with marketing and team processes.

Responsibilities

• Support broker and advisor relationships: send materials, keep broker and agency records current in the CRM, coordinate broker meetings, and help onboard new broker agencies (including appointment paperwork)
• Manage RFP intake: receive incoming broker submissions, run the completeness check, and chase down missing inputs (census, plan documents, current rates, claims) so underwriting can start — handling sensitive census and health data securely and in line with privacy requirements
• Prepare RFP and proposal responses: work with teammates to gather what’s needed, manage deadlines, and deliver client-ready materials for the sales team to present
• Maintain sales collateral, client-facing materials, and the content library so the team always has current, on-brand assets
• Support the sales team as they prepare to meet with employer groups: put together presentation and call materials ahead of meetings, then track and coordinate next steps afterward
• Manage CRM data and documentation: create, update, and audit customer accounts, contacts, and sales pipelines; keep the sales team on track with next steps and priorities; and keep process guides, field definitions, and workflows current so the whole team uses the CRM consistently
• Follow the documented steps of the sales life cycle, keeping deals moving through each stage and flagging what needs attention
• Track sales activity and project status, and keep documentation organized and up to date
• Coordinate events: conferences, webinars, and client events including logistics and vendors and then assist on-site and with follow-up
• Support marketing campaigns: schedule and send emails, schedule social posts, coordinate print material orders, and build and maintain prospect and customer lists
• Execute and help refine repeatable processes as we scale
• Take on ad-hoc projects and requests as they come across the business

Skills

• ·     **Self-starter.** You see what needs to happen, prioritize, and move — without waiting to be told
• ·     **Organized.** You manage timelines, follow-ups, and competing priorities without dropping things, even when the volume spikes
• ·     **Resourceful.** When there's no playbook, you figure it out. You find another way when the standard answer doesn't fit
• ·     **Clear communicator.** You produce polished, confident, client-ready materials — and you write like a person, not a template
• ·     **Owner mindset.** You take responsibility for the whole task and see it through, coordinating across sales, marketing, and the wider team to keep everything moving in the same direction
• ·     **Adaptable.** You're energized by an evolving startup — comfortable with ambiguity, shifting priorities, and helping build the playbook as you go
• ·     **Coachable.** You want the feedback, and you act on it
• ·     1–2 years of experience in sales support, marketing coordination, event planning, or admin (a plus — but if you're organized, curious, and hungry to learn, we want to hear from you)
• ·     Experience in healthcare, employee benefits, or insurance
• ·     Hands-on experience with a CRM, email marketing platform, or event coordination

Qualifications

Must Haves

• ·     **Self-starter.** You see what needs to happen, prioritize, and move — without waiting to be told
• ·     **Organized.** You manage timelines, follow-ups, and competing priorities without dropping things, even when the volume spikes
• ·     **Resourceful.** When there's no playbook, you figure it out. You find another way when the standard answer doesn't fit
• ·     **Clear communicator.** You produce polished, confident, client-ready materials — and you write like a person, not a template
• ·     **Owner mindset.** You take responsibility for the whole task and see it through, coordinating across sales, marketing, and the wider team to keep everything moving in the same direction
• ·     **Adaptable.** You're energized by an evolving startup — comfortable with ambiguity, shifting priorities, and helping build the playbook as you go
• ·     **Coachable.** You want the feedback, and you act on it

Nice to Haves

• ·     1–2 years of experience in sales support, marketing coordination, event planning, or admin (a plus — but if you're organized, curious, and hungry to learn, we want to hear from you)
• ·     Experience in healthcare, employee benefits, or insurance
• ·     Hands-on experience with a CRM, email marketing platform, or event coordination

Benefits

• Health benefits: Coverage under Self Fund Health’s own plan, including direct primary care access at no cost
• Retirement: 401(k) plan (employer match not currently offered)
• Paid time off: Unlimited PTO, with a 20-day minimum you’re actually expected to take
• Professional development: Broad exposure across sales, events, and marketing. A launchpad, with support, to grow in the direction you choose
• Full benefits