Job Description

The Marketing & Sales Coordinator role combines proactive sales activity by providing pre-sales, cross sell, sales, and post-sales support. The role includes coordinating sales activities such as marketing materials to enhance the visibility of the Organizational Solutions Inc. brand, proposals and pricing, sales reports, tradeshows, networking events, i.e.. online strategy i.e. linked in post, newsletters, lead qualifications, presentations, etc. In addition, they are responsible for educating, and nurturing prospective clients, referred by broker/consulting relationships to ultimately secure their business to increase sales and revenue for Organizational Solutions Inc.

The Marketing & Sales Coordinator will:

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Develop and maintain strong relationships with Sales Consultants, Brokers, and industry professionals to identify new business opportunities and support ongoing partnerships. Participate in cross sell campaigns, sales meetings, and presentations Research and qualify prospects using LinkedIn, networking events, and tradeshows Manage inbound and outbound leads through the CRM system to ensure timely follow-up. Acquire new clients through internally generated leads and contribute to meeting annual sales quotas. Support the preparation of proposals and RFP/RFQ/RFI searches. Coordinate pricing, analyze risks, and ensure timely, accurate documentation. Represent OSI at tradeshows, community events, and networking initiatives to promote services, build brand visibility, and generate qualified leads. Work with Sales Executives and the Proposal Writer to provide an analysis of customers' requirements for disability management, workers' compensation and other services provided by OSI. Maintain accurate CRM records and administer the set-up of new clients by completing the Sales to Operations form and coordinating with roll out team for a smooth transition to Operations. Partner with the Sales team to create and execute sales campaigns, including hosting broker and industry events to boost visibility. Develop and update marketing materials such as presentations, sales packages, and newsletters to support client outreach and business growth. Use various forms of marketing to capture new and existing clients. Manage website updates, monitor Google and social media analytics, and share insights to enhance OSI's online presence and lead generation. Support internal Operations and Implementation teams on client-specific materials. Maintain accurate CRM data for campaigns, marketing efforts, and seminar attendance to ensure effective targeting and tracking. Maintain organized project plans, proposal documents, marketing materials, and sales reports. Take part in regular and quarterly Sales and Marketing meetings and collaborate with Operations and IT to support smooth team communication and workflow.

To be successful as a Marketing & Sales Coordinator with OSI, you will need:

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Relevant education in Marketing, Communications, Business, or a related field. 1 - 3+ years experience in a Sales support or Marketing role, with a focus on sales. Experience utilizing social media for sales outreach purposes. ex. LinkedIn Strong computer software skills - MS Office Suite, Adobe Suite, graphic development tools Strong decision making and resourceful problem solving skills Critical thinking skills and analytical reasoning A high sense of urgency and organization / prioritization skills Excellent customer service and communication skills Able to work as a key member of a team as well as independently Ability to work within set procedure and policy to ensure the privacy protocols and standard operating procedures are adhered to at all times Superior writing (including grammar, style, spelling, and punctuation), editing, and proofreading skills for accuracy and quality Experience with CRM systems is considered an asset Graphic design and handling social media promotions experience is considered an asset. Experience with selling and presenting to C-Suite level connections, and understanding of the RFP/RFQ tender process is considered an asset Understanding of disability management/workers' compensation services or related consulting practices, is considered an asset Fully bilingual, English / French (written and verbal) is an asset.

Organizational Solutions Inc. (OSI) is a premier provider of short-term disability claims management, leave administration, and workers' compensation claims management in Canada. With over 21 years of experience, OSI is dedicated to delivering personalized support and optimizing workplace health and productivity.


Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to careers@peoplecorporation.com.