Sales Coordinator

About the Team/Role

The Sales Coordinator is responsible for responding to Requests for Proposal, assisting Sales Directors in various areas (assembling materials, in-office support while Sales Directors travels, follow-up questions, including consultant calls and presentations), traveling for enrollment meetings, assisting with event planning, managing opportunities in our CRM system and all other duties as assigned.

How you'll make an impact

• Must adhere to security policies

• Responds in a timely manner Requests for Proposal (two business days or as stated) also ensuring the proposals are accurate and complete

• Phone calls and e-mails are to be handled with immediate attention – with a goal of resolution in under four hours.

• Work efficiently in a team environment

• A full understanding of the relationship between the consultants, employers, and Sales Team

• The ability to manage the logistics of travel throughout the country. Plan and set up own travel schedule, reservations, and logistics required for meetings

• Responsible for assisting all Sales Team members by answering questions and providing education.

• Handles all inquiries professionally and courteously and with accuracy

• Promotes a favorable image of WEX through positive interactions with all internal WEX staff members and external customers maintaining their confidence in us

• Researches/investigates all inquiries utilizing reference materials

• Understands and applies confidentiality guidelines

• Follows customer service standards

• Work to stay current with industry trends & updates

• Conduct presentations and provide product training/demonstrations to new clients and participants. Participate in monthly Sales Team development meetings

• Track and update channel and client contacts using tracking software

• Travel 1-5 times per year

• Must possess a high level of emotional intelligence whether on the road or in the office

• Interacts with consultants in a professional manner. Takes immediate action to meet requests and needs. Has the ability to differentiate between exceptional and good customer service. Must have the ability to listen, evaluate and exercise independent judgment

• Must be able to maintain confidentiality when using sensitive material.

• Must have the ability to organize and prioritize work and schedule. Must be able to effectively plan projects and multi-task.

• Understands the importance of working relationships with our channel and internally, all members of WEX.

• Works to protect and foster these relationships.

• Maintain policy according to HIPAA

Experience you'll bring                         

• Highschool diploma

• College degree, preferred

• 1-3 years of relevant experience in a customer or partner facing role

• Strong written and verbal communication skills

• Comfortable communicating with internal/external stakeholders at all levels

• Health/employee benefits experience, preferred

The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan. Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan. WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being. Benefits include health, dental and vision insurances, retirement savings plan, paid time off, health savings account, flexible spending accounts, life insurance, disability insurance, tuition reimbursement, and more. For more information, check out the "About Us" section.Pay Range: $22.00 - $28.50