Remote Sales Enablement & Proposal Coordinator

Self Fund Health; United States; Remote; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Unlimited PTO

Professional development

Job summary

Self Fund Health, a Wisconsin startup, seeks a Sales Support Coordinator to keep the sales engine running behind the scenes. You’ll own RFP intake, proposal prep, CRM maintenance, and sales collateral while supporting events and marketing.

This entry-level role offers broad exposure to sales, enablement, and marketing as a launchpad for your career. You’ll gain hands-on experience across the full sales cycle, coordinating with brokers and advisors, and learning the processes that drive client

Qualifications

• 1–2 years of experience in sales support, marketing coordination, event planning, or admin.
• Experience in healthcare, employee benefits, or insurance.
• Hands-on experience with a CRM, email marketing platform, or event coordination.

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.
• 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.
• 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.
• 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.

Skills

Self-starter

Organized

Resourceful

Clear communicator

Tools

CRM

Email marketing platform

Event coordination

Job description

Self Fund Health, a Wisconsin startup, seeks a Sales Support Coordinator to keep the sales engine running behind the scenes. You’ll own RFP intake, proposal prep, CRM maintenance, and sales collateral while supporting events and marketing.

This entry-level role offers broad exposure to sales, enablement, and marketing as a launchpad for your career. You’ll gain hands-on experience across the full sales cycle, coordinating with brokers and advisors, and learning the processes that drive client