Sales Enablement Specialist - Employee Benefits
2 months ago
Bethlehem
Job Description BSI Corporate Benefits is seeking a motivated and detail-oriented Sales Enablement Specialist to support the continued growth of one of the country's fastest-growing employee benefits firms. In this role, you will act as a key connector across Sales, Marketing, Operations, and Account Management, ensuring opportunities move efficiently through the pipeline and that new clients transition seamlessly from sale to service. This is an exciting opportunity for someone who thrives in a fast-paced, collaborative environment and enjoys combining organization, communication, and data-driven execution to support business growth. Award-Winning Culture, Expertise, and Service Excellence • Inc. Best in Business - (2022), • The Chamber Business of the Year - (2022), • Lehigh Valley Community Service Award PICPA & Lifepath - (2020), • Inc. Best Workplaces - (2021 - Present), • Lehigh Valley Business Fastest Growing Companies - (2014 - Present), • Who's Who in Business - (2021 - Present), • Inc. 5000 Fastest Growing Privately Held Company - (2020 & 2021), • Own post-sale CRM accuracy and data integrity in Salesforce (or similar platforms), ensuring all closed-won opportunities are complete and execution-ready, • Manage and validate new client documentation, contracts, and required data prior to handoff, • Coordinate internal onboarding preparation, including system setup, billing readiness, and workflow configuration, • Serve as the primary internal liaison between Sales, Operations, Analytics, and Account Management during onboarding, • Collaborate with underwriting to support quoting, setup requests, and ensure proposal accuracy, • Prepare and deliver detailed onboarding summaries to ensure a smooth and informed transition to Account ManagementMarketing & Event Support, • Partner with Marketing and Events teams to support prospect and client events, including invitations, RSVP tracking, and coordination, • Maintain accurate attendee data and manage post-event follow-up workflows within the CRM, • Assist with outbound marketing and outreach campaigns, including list coordination, messaging inputs, and response tracking, • Support pre- and post-event execution to ensure timely and effective sales engagement, • Attend events (virtually or in person) as neededCRM & Process Management, • Maintain CRM data accuracy and enforce documentation standards across opportunities and accounts, • Prepare and deliver weekly, monthly, and quarterly pipeline and performance reports to leadership, • Ensure consistent, standardized processes for client handoffs and internal workflows, • Bachelor's degree in Marketing, Business Administration, or a related field, • Prior experience in sales, business development, marketing, or a similar role, • Hands-on experience with Salesforce (required); familiarity with HubSpot or similar tools is a plus, • Strong organizational skills with the ability to manage multiple priorities and deadlines, • Excellent communication skills and confidence working cross-functionally, • Experience analyzing data and working with tools like Excel, Google Sheets, or reporting dashboards (Power BI, Salesforce, etc.), • Understanding of sales performance metrics and pipeline management, • A proactive, detail-oriented mindset with a team-first attitude, • Adaptability and comfort working in a fast-growing, evolving environment, • A desire to learn, grow, and build a long-term career What We Offer You BSI engages in an employee-first approach as part of our team-oriented and supportive culture. We offer a variety of benefits and perks, including: • Comprehensive medical, dental, and vision benefits, • Employer-paid STD, LTD, and life insurance; voluntary supplemental life and AD&D insurance options provided., • Telemedicine and employee wellness program, • 401k plan with generous company match, • Profit sharing plan, • Tuition assistance and student loan repayment benefits, • Company-supported professional development and continuing education opportunities, • Generous PTO plan and paid holidays (including your birthday!), • Hybrid work model, • Free coffee/tea at the local coffee shop located by our office, • Healthy snacks in the office, • Summer Flex Fridays, • Fun, team-spirited work environment with company events, cultural activities, and team bonding