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Sales & Project Coordinator

Sales & Project Coordinator

HealthfuseMilwaukee, WI, US
12 hours ago
Job type
  • Full-time
Job description

Job Description

Who We Are

Healthfuse is a financial services and technology company that serves hospitals and health systems nationwide. We help healthcare executives protect and strengthen their bottom-line so they can focus on creating healthier patient communities. We do this by helping them better source and manage their vendors, and revenue cycle strategy, to reduce cost, improve performance, enhance transparency, and correct issues.

What You’ll Love About Working at Healthfuse

  • Future 50 Wisconsin growth company
  • Mission-driven and strong company culture that strives to positively impact our employees, clients, company, industry, and community
  • Fast-paced, innovative, ever-learning, and adapting organization
  • Multiple professional development and advancement opportunities
  • Interact with c-suite executives – within Healthfuse and hospitals nationally
  • High-growth and recession-proof industry
  • Disruptive solution provider driving improvement in the healthcare market
  • Great benefits; competitive salary and bonus, medical, dental, vision, and 401k with company match, generous paid time off, and flex-time schedules

Job Summary

The Sales Operations & Project Management Coordinator supports both the sales function and the broader project management office to ensure the successful execution of initiatives that drive growth, client value, and operational excellence. This role is responsible for coordinating sales operations activities, maintaining reporting and CRM accuracy, managing event deliverables, and supporting the PMO in project planning, tracking, and documentation. This role is a launch pad into careers in project management or sales operations with opportunities for advancement into management roles as the company grows.

Key Responsibilities

Sales Operations Support -

  • Help keep sales projects on track by coordinating timelines and deliverables that support the growth of Healthfuse’s hospital network.
  • Track pipeline activity, prepare updates, and join weekly sales huddles to share progress and next steps.
  • Support sales events from start to finish — from preparing materials and booking logistics to organizing follow-up activities.
  • Create and maintain dashboards and reports that show how the sales team is performing against goals.
  • Capture and update process improvements to make sales operations run more smoothly.

    • PMO Support -

  • Collaborate with the PMO Manager to help plan, schedule, and track project milestones and deliverables.
  • Assist in creating and maintaining clear, organized project documentation.
  • Help coordinate project meetings, communicate with stakeholders, and follow up on action items.
  • Keep an eye on project progress and flag potential risks, delays, or challenges to the PMO Manager as needed.
  • Promote consistent use of project management tools, templates, and best practices.
  • Support post-project reviews and contribute to lessons learned and continuous improvement efforts.

    • Required Qualifications

  • Bachelor’s degree in Business, Sales / Marketing, Project Management, or related field.
  • 1–3 years of experience in sales operations, project coordination, or similar support role.

    • Desired Qualifications

  • Action-oriented, independent, and self-motivated.
  • Hands-on experience with Salesforce CRM, reporting dashboards, and project management software.
  • Strong analytical and problem-solving skills with a process improvement mindset.
  • Excellent organizational skills and ability to work independently and with a team.
  • Strong oral and written communication skills.
  • Ability to adapt and contribute to continuous improvement as the company grows and evolves to best meet client needs.
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