Note: The job is a remote job and is open to candidates in USA. Self Fund Health partners with mid-market employers to operate self-funded health plans that deliver better care, lower costs, and a simpler experience for plan members. The Sales Support Coordinator supports RFPs, proposals, broker relationships, CRM management, sales collateral, events, marketing campaigns, and cross-functional projects.
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
- · Experience in healthcare, employee benefits, or insurance
- · Hands-on experience with a CRM, email marketing platform, or event coordination
- · 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)
Benefits
- Coverage under Self Fund Health’s own plan, including direct primary care access at no cost
- 401(k) plan
- Unlimited PTO, with a 20-day minimum you’re actually expected to take
- Broad exposure across sales, events, and marketing, with support to grow in the direction you choose
- Full-time, remote (Wisconsin) role
Company Overview