Sales Operations Coordinator

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Supports all new sales efforts for the CTI organization through coordinating with the sales producers, internal teammates, brokers/consultants, and prospects. Responsible for reviewing RFP proposal responses, coordinating subject matter expert deliverables on schedule,  and creating proposals that drive business growth.

Actively participate within internal sales meetings, sales and marketing initiatives, conference support, and other similar types of tasks. Create and maintain tasks for all new sales opportunities within task management tool and the Brown & Brown Client Management Relationship (CRM) tool. Contribute to company expansion by assisting with new business acquisition efforts.  

Essential Duties and Functions: include the following.  Other duties may be assigned.

• Support all sales efforts for the CTI organization
• Track proposal requests within the Wrike and CRM tools and coordinate internal draft proposals, review process, and deliver to final audience
• Manage, monitor, and notify CTI Sales team of RFP opportunities from the bid RFP services tool utilized by CTI
• Support coordination of RFP initiatives including managing RFP Wrike tool process, coordination of deliverables from internal teammates, communications with prospects/channel partners, coordinate finalist meetings, and other related tasks
• Research opportunities that are out-for-bid or will be going out to bid through our bid research tool
• Research competitive intel and other types of requested information using our competitor intel tool and facilitate the internal competitor data capture process
• Maintain sales pipeline information within Wrike for reporting to Leadership
• Assist in reviewing the creation of sales sheets, proposal content, RFP content, presentation slides and other marketing pieces as requested
• Participate in regularly scheduled internal sales meetings
• Directly support requests from Brown & Brown brokers/offices and coordinate with Sales team
• Other duties may be assigned.

Competencies:

• Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently.  Makes good and timely decisions that propels our company forward
• Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.  Creates an environment where teammates feel connected and energized
• Written and Oral communication—Communicate a concise message that resonates every time.  The individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills 
• Problem solving—Create innovative ways for our customers and our company to be successful.  The individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality 
• Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality
• Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events  

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.

Required

• Bachelor’s degree or 2+ years experience in professional business with an external client facing role
• Project lead experience
• Proficient with MS Office Suite, Adobe Creative Suite a plus

Preferred

• College education with an emphasis in Business, English, Marketing, or other similar type of skillset
• Healthcare industry experience
• Sales and/or marketing experience
• Client Management Relationship (CRM) tool management experience

Pay Range

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. 

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.