Campaign Seminar Specialist

Service Corporation International•Westminster, CA

23h•$25 - $26•Onsite

About The Position

The Campaign Seminar Specialist is responsible for planning, coordinating, executing, and monitoring all mailed and counselor-driven seminar campaigns. This role ensures seminars are executed effectively, certification requirements are met, Salesforce processes are followed, and all events generate a high volume of qualified leads and achieve strong lead-to-appointment conversion.

Requirements

Planning, coordinating, executing, and monitoring mailed and counselor-driven seminar campaigns.
Ensuring seminars are executed effectively.
Meeting certification requirements.
Following Salesforce processes.
Generating a high volume of qualified leads and achieving strong lead-to-appointment conversion.
Identifying hosting grounds by geographic and demographic.
Ensuring hosting grounds are reserved and booked.
Coordinating food items and menus.
Finalizing contracts and payments.
Adding and maintaining events in calendars.
Detailing event plans with hosting Sales Managers.
Placing seminar orders on Salesforce under Event Ordering App accurately and within the appropriate time frame.
Ensuring seminar materials are stocked, organized, and aligned with corporate branding standards.
Presenting at select seminars.
Ensuring the team has the materials, supplies, and equipment needed for successful seminar execution.
Attending seminars as needed to ensure events are executed according to company standards and expectations.
Providing onsite support with event setup and breakdown, registration and guest check-in, Table Host coordination, guest experience management, and resolving any issues.
Collecting evaluations, worksheets, and other required documentation.
Ensuring seminar leads are accurately entered into Salesforce post-event.
Monitoring lead activity, sourcing, appointment follow-up, and ownership accuracy.
Utilizing Seminar Tracking Excel Logs for each seminar.
Communicating with Sales Managers to drive accountability on lead follow-up and appointment conversion.
Utilizing Salesforce reports and dashboards to track seminar performance, identify areas for improvement, and provide updates to leadership.
Working alongside and collaboratively with other Campaign Specialists.
Providing cross-functional support.
Jointly planning and coordinating seminar schedules, venue logistics, marketing timelines, and campaign execution.
Partnering in the development, planning, and implementation of seminar strategies.
Collaborating on training, planning, and certifications relating to seminars.
Participating in seminar planning meetings and providing recommendations.
Identifying, tracking, and maintaining certification for all Table Hosts and Presenters.
Maintaining certification records.
Coordinating monthly certification workshops and seminar readiness sessions.
Providing ongoing coaching and support.
Completing MindTickle courses.
Ensuring evaluation forms are filled out and signed.
Completing Role Play exercises.
Completing Mock Run exercises.
Attending Weekly Manager Meetings.
Attending Monthly Performance Meetings.
Attending Quarterly planning meetings.
Prospecting and Networking with Companies for Affinity Partnerships.
Maintaining seminar calendars.
Maintaining 100% compliance with seminar certification requirements.
Ensuring all seminar leads are entered into Salesforce accurately and within established timelines.
Facilitating, coordinating, and tracking all things related to certifications for seminar and table host trainings, overview sessions, etc.
Attending mailed seminars to assist and examine flow and coordination of seminars.
Maintaining seminar inventory, supplies, promotional materials, and event equipment.
Ensuring all seminar expenses, contracts, and payments are processed accurately and on time.
Delivering accurate monthly reporting on seminar performance, attendance, Cost of Sale (COS), ROI, and conversion metrics.
Maintaining consistent communication with Sales Managers, the Market Sales Manager, and leadership regarding seminar performance and upcoming initiatives.

Responsibilities

Plan, coordinate, and execute mailed and counselor-driven seminar campaigns.
Identify hosting grounds by geographic and demographic, ensure they are reserved and booked.
Coordinate food items and menus, finalize contracts and payments.
Add and maintain events in calendars to maximize attendance, market coverage, and campaign effectiveness.
Detail event plans with hosting Sales Managers.
Place seminar orders on Salesforce under the Event Ordering App accurately and within the appropriate time frame.
Ensure seminar materials, including flyers, seminar kits, presentation supplies, giveaways, and signage, are stocked, organized, and aligned with corporate branding standards.
Present at select seminars and ensure the team has the necessary materials, supplies, and equipment for successful seminar execution.
Attend seminars as needed to ensure events are executed according to company standards and expectations.
Provide onsite support with event setup and breakdown, registration and guest check-in, Table Host coordination, guest experience management, and resolving any issues that may arise.
Collect evaluations, worksheets, and other required documentation.
Ensure seminar leads are accurately entered into Salesforce post-event and monitor lead activity, sourcing, appointment follow-up, and ownership accuracy.
Utilize Seminar Tracking Excel Logs for each seminar and communicate with Sales Managers to drive accountability on lead follow-up and appointment conversion.
Utilize Salesforce reports and dashboards to track seminar performance, identify areas for improvement, and provide updates to leadership.
Work alongside and collaboratively with other Campaign Specialists to ensure seamless execution of grassroots and seminars.
Provide cross-functional support by assisting one another during periods of increased workload, staffing shortages, vacations, or business needs.
Jointly plan and coordinate seminar schedules, venue logistics, marketing timelines, and campaign execution.
Partner in the development, planning, and implementation of seminar strategies to maximize attendance, lead generation, and sales opportunities.
Collaborate on the training, planning, and certifications relating to seminars.
Participate in seminar planning meetings and provide recommendations for continuous improvement of seminar operations.
Identify, track, and maintain certification for all Table Hosts and Presenters.
Maintain certification records, coordinate monthly certification workshops and seminar readiness sessions for managers and Table Hosts.
Provide ongoing coaching and support to ensure seminar readiness and successful execution.
Attend Weekly Manager Meetings to provide updates on seminar performances, certification status, campaign results, lead accountability, and upcoming seminars.
Attend Monthly Performance Meetings to provide overall seminar performances, expectation alignment, productivity and KPIs, and improvement opportunities.
Attend Quarterly planning meetings alongside other campaign specialists with Sales Managers to establish upcoming mailed and counselor-driven seminar goals.
Prospect and Network with Companies for Affinity Partnerships (at least 1 per quarter).
Maintain seminar calendars and ensure timely execution of all scheduled events.
Maintain 100% compliance with seminar certification requirements.
Facilitate, coordinate, and track all things related to certifications for seminar and table host trainings, overview sessions, etc.
Attend mailed seminars to assist and examine flow and coordination of seminars.
Maintain seminar inventory, supplies, promotional materials, and event equipment.
Ensure all seminar expenses, contracts, and payments are processed accurately and on time.
Deliver accurate monthly reporting on seminar performance, attendance, Cost of Sale (COS), ROI, and conversion metrics.
Maintain consistent communication with Sales Managers, the Market Sales Manager, and leadership regarding seminar performance and upcoming initiatives.