Sales Coordination Associate

Sales Operations & Enablement Coordinator

Lehi, UT

Who We Are: Smith Rx is a rapidly growing, venture-backed Health‑Tech company. Our mission is to disrupt the expensive and inefficient Pharmacy Benefit Management (PBM) sector by building a next‑generation drug acquisition platform driven by cutting‑edge technology, innovative cost‑saving tools, and best‑in‑class customer service. With hundreds of thousands of members onboarded since 2016, Smith Rx has a solution that is resonating with clients all across the country.

We pride ourselves on a mission‑driven and collaborative culture that inspires employees to do their best work. We believe that the U.S. healthcare system is in need of transformation, and we dedicate our work each day to making that change a reality.

This role serves as a critical bridge between Sales, Marketing, and Leadership. It combines executive support for the CSO with tactical Business Development outreach and Sales Operations. The position ensures that the Enterprise and SVP of SMB sales stay organized, Salesforce data remains pristine, and high‑value prospects move through the funnel after major events.

• Pipeline Management: Manage and update weekly debrief forms within Google Drive and Salesforce to ensure deal transparency. Performed on Mondays.
• Accountability: Act as a project manager for VP‑level leadership, ensuring accounts are updated and deal milestones are met. Notes captured in Salesforce.
• CRM Integrity: Support the build‑out and maintenance of Salesforce reporting for Enterprise prospects, accounts, and opportunities. Track towards 200 engaged prospects.

• Executive Coordination: Manage the CSO’s calendar, travel logistics, and scheduling for sales team events.
• Meeting Excellence: Attend capability calls to document notes, identify key contacts, and manage post‑meeting data entry.
• Sales Enablement: Prepare sales decks, presentations, and manage “swag” inventory for meetings and events.
• Expense reports:
  Submit expense reports for SVP and CSO.

• Outreach & Conversion: Conduct targeted outreach to secure introductory calls and follow‑up meetings for the VP of Enterprise Sales.
• Prospect Engagement: Drive efforts to meet the team OKR of 200 Engaged Prospects.
• Community Partnership: Collaborate with the Community team to map HR organizations using Lucid Chart and identify key HR leaders of interest.
• Prepared the sales team for Enterprise meetings with employer contact research and background.
• Continued Outreach Following Events: Send emails to attendees to book meetings with sales VPs and send gifts via Sendoso.

• On‑Site Logistics: Attend Enterprise team events to provide setup, registration, and logistical support.
• Lead Capture: Harvest contact information from conference attendees and upload all data into Salesforce.
• Post‑Event Follow‑up: Execute immediate outreach to direct employer contacts post‑event to maintain momentum.
• Catering Lunch & Learns: Organize catering for upcoming sales events, coordinating between onsite sales reps, hosting office managers, and restaurants.

• Marketing: Assist with swag procurement and the preparation of physical meeting materials.
• Logistics: Provide travel and logistics support across the Events, Sales, and Community teams to ensure seamless execution of off‑site initiatives.
• Community Tracking: Support future community‑engagement initiatives.

• Experience: 1‑4 years in Sales Operations, Sales Enablement, or a Senior BDR role; experience in PBM, health‑care, or SaaS industries is a major plus.
• Education: Bachelor’s Degree in a relevant area or equivalent experience highly preferred.
• CRM Proficiency: Strong proficiency in Salesforce, specifically in managing data integrity and reporting.
• Executive Polish: Prior experience supporting Director‑to‑C‑suite executives with calendar management and travel logistics.
• Communication: Exceptional written and verbal communication skills; ability to articulate complex value propositions to HR leaders and brokers.
• Organization: A…