Campaign Seminar Specialist

SCI Shared Resources•Westminster, CA

4d•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

Proficiency in Salesforce
Ability to coordinate logistics
Experience with event planning and execution
Strong organizational skills
Excellent communication and interpersonal skills
Ability to manage multiple tasks and priorities
Attention to detail
Ability to work independently and as part of a team
Understanding of lead management and conversion metrics
Familiarity with reporting and data analysis
Ability to travel to seminars as needed
MindTickle courses must be completed
Evaluation forms filled out and signed
Role Play exercises
Mock Run exercises

Nice To Haves

Experience in the sales or marketing field
Knowledge of corporate branding standards

Responsibilities

Partner with Sales Managers (SMs) and Market Sales Managers (MSMs) monthly and quarterly to plan and schedule seminars in advance.
Coordinate all seminar logistics, including identifying and reserving hosting grounds, coordinating food and menus, finalizing contracts and payments, and adding/maintaining events in calendars.
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.
Ensure the team has the materials, supplies, and equipment needed for successful seminar execution, and attend seminars as needed to ensure events are executed according to company standards.
Provide onsite support with event setup and breakdown, registration and guest check-in, Table Host coordination, guest experience management, and resolving issues.
Ensure seminar leads are accurately entered into Salesforce post-event and monitor lead activity, sourcing, appointment follow-up, and ownership.
Utilize Seminar Tracking Excel Logs for each seminar and communicate with SMs to drive accountability on lead follow-up and appointment conversion.
Maintain accurate reporting using Salesforce reports and dashboards to track seminar performance, identify areas for improvement, and provide updates to leadership.
Work collaboratively with other Campaign Specialists to ensure seamless execution of grassroots and seminars, providing cross-functional support during periods of increased workload or staffing shortages.
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 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, including maintaining records, coordinating workshops, and providing ongoing coaching.
Attend Weekly Manager Meetings, Monthly Performance Meetings, and Quarterly planning meetings to provide updates, insights, and align on seminar goals.
Successfully coordinate all mailed and counselor-driven seminars from planning through completion.
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 aspects related to certifications for seminar and table host trainings.
Attend mailed seminars to assist and examine the 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.