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
What We Do
We simplify complex payment systems for fleets, corporate payments, and healthcare—unlocking insights, opportunities, and efficiencies to give you greater control of your business.
Powered by the belief that complex payment systems can be made simple, WEX (NYSE: WEX) is a leading financial technology service provider across a wide spectrum of sectors, including fleet, travel and healthcare. WEX operates in more than 10 countries and in more than 20 currencies through approximately 4,900 associates around the world. WEX fleet cards offer approximately 14 million vehicles exceptional payment security and control; our travel and corporate solutions business processes over $35 billion of purchase volume annually; and the WEX Health financial technology platform helps 343,000 employers and more than 28 million consumers better manage healthcare expenses.
.png)
