Customer Experiences Operations Coordinator

Cohesity•Santa Clara, CA

1d•$119,700 - $133,000•Hybrid

About The Position

The Customer Experiences Operations Coordinator supports Cohesity’s Executive Briefings and Corporate Events managers in delivering executive customer experiences and engagement. This highly organized, detail-oriented role works across event operations, finance, procurement, vendors, and internal stakeholders, with a focus on accurate administration, effective prioritization, and smooth, polished event execution. The position reports to the Sr. Director, Corporate Events and is based at Cohesity headquarters, with three in-office days per week specified for this role. Responsibilities include coordinating Executive Briefing Center (EBC) logistics and customer engagement arrangements; preparing meeting spaces, documents, materials, and digital event experiences; providing on-site and day-of event support; administering purchasing, budgets, invoices, and vendor records; managing event materials and shipping; and supporting workflow tools and operational process improvements. The role also uses Salesforce for account and opportunity lookups, meeting routing, and campaign management for lead tracking.

Requirements

2–3 years of experience in hospitality, concierge service, or events.
Highly organized, detail-oriented, polished, and articulate, with the ability to manage multiple tasks at once.
Strong proficiency in Excel and PowerPoint within MS365.
CRM proficiency.
Demonstrated ability to use AI tools to enhance productivity, streamline workflows, and support decision-making.
Ability to work in-office at Cohesity headquarters three days a week.

Nice To Haves

Familiarity with Splash.
Familiarity with Jira or a comparable workflow tool.
Familiarity with Coupa.
Experience with Nexus or a briefing tool such as Briefing Edge.

Responsibilities

Plan EBC logistics, including briefing room setup, promotional items, and welcome amenities.
Manage EBC briefing documents, post-event evaluations, and surveys.
Manage the briefing platform and ensure engagement details are accurate and branded.
Provide on-site support and manage day-of logistics for headquarters executive briefings, including speaker readiness and transitions, room setup, catering, materials, and other operational support.
Oversee EBC room maintenance and inventory in partnership with Facilities teams.
Coordinate customer engagement logistics, including scheduling, catering, lodging, transportation, and special requests.
Prepare meeting spaces and materials, including agendas, name tents, badges, A/V setup, personalized collateral, and welcome screens.
Build Splash microsites for corporate events and trade shows, and manage attendee invitations and approvals.
Open and process event purchase requisitions, ensuring accurate coding, approvals, and timely submission.
Track purchase order expenses against event budgets and flag discrepancies to Event Managers.
Create, update, and manage Jira tickets for event workflows, requests, and cross-team handoffs.
Coordinate shipping, receiving, and inventory tracking for EBC and event swag, booth assets, and other materials.
Reconcile invoices with vendors, finance, and procurement teams.
Maintain organized contracts, purchase orders, and vendor documentation for reporting.
Serve as a point of contact for vendors and internal stakeholders on operational and administrative questions, including billing, shipping status, and ticket updates.
Monitor purchase requisition approvals.
Ship and track materials to ensure they arrive on time for each event.
Support general Events and EBC administrative tasks, including department credit card expense tracking and budget status reporting.
Help maintain and improve internal operations processes, such as purchase requisition templates, Jira workflows, and shipping checklists.
Use Salesforce for account and opportunity lookups, identifying account owners for meeting routing, and creating and managing campaigns for lead tracking.