Onsite Event Coordinator
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The role
Execute in-person client-facing events and engagement initiatives to drive lead conversion and revenue growth.
Coordinate logistics for retirement workshops, educational dinners, and client appreciation events with cross-functional teams.
Partner with sales and marketing to generate qualified appointments through proactive outreach and timely follow-ups.
Manage registrations, confirmations, reminders, and on-site event execution to deliver premium attendee experiences.
Maintain CRM data integrity, track client journey stages, and support reporting and inventory for marketing activities.
Travel to 3-4 client-facing events per month (up to 8 evenings), delivering brand-aligned experiences and strong on-site representation.
Coordinate logistics for retirement workshops, educational dinners, and client appreciation events with cross-functional teams.
Partner with sales and marketing to generate qualified appointments through proactive outreach and timely follow-ups.
Manage registrations, confirmations, reminders, and on-site event execution to deliver premium attendee experiences.
Maintain CRM data integrity, track client journey stages, and support reporting and inventory for marketing activities.
Travel to 3-4 client-facing events per month (up to 8 evenings), delivering brand-aligned experiences and strong on-site representation.
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