Customer Experiences Operations Coordinator

Cohesity • Santa Clara, CA

19h • Onsite

About The Position

The Customer Experiences Operations Coordinator supports Cohesity’s Executive Briefings and Corporate Events managers in delivering memorable customer experiences. Reporting to the Sr. Director, Corporate Events, this highly organized and detail-oriented role supports executive briefings, customer engagements, corporate events, and tradeshows. The coordinator works across finance, procurement, facilities, vendors, and internal teams to keep event operations running smoothly and accurately. The role is based at Cohesity headquarters and requires in-office work three days a week. It is a high-visibility position involving executive interaction during most headquarters executive briefings.

Requirements

• 2–3 years of experience in hospitality, concierge service, or events.
• Detail-oriented, polished, and articulate, with the ability to manage multiple tasks at once.
• Strong proficiency in MS365, particularly Excel and PowerPoint.
• CRM proficiency.
• Demonstrated ability to leverage AI tools to enhance productivity, streamline workflows, and support decision-making.
• Ability to work in-office at Cohesity headquarters three days a week.
• Comfort working across finance and procurement systems and handling operational and administrative details.

Nice To Haves

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

Responsibilities

• Plan Executive Briefing Center (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 maintain accurate, branded engagement details.
• 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 tradeshows 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 to support event workflows, requests, and cross-team handoffs.
• Coordinate shipping, receiving, and inventory tracking for EBC and event swag, booth assets, and other event materials.
• Reconcile invoices with vendors, Finance, and Procurement teams.
• Maintain organized records of contracts, purchase orders, and vendor documentation for reporting.
• Serve as a point of contact for vendors and internal stakeholders regarding operational and administrative questions, including billing, shipping status, and ticket updates.
• Monitor purchase requisition approvals and ship and track materials to ensure they arrive on time for each event.
• Support the Events and EBC team with general administrative tasks, including department credit card expense tracking and budget status reporting.
• Help maintain and improve internal operations processes, including 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.
• Leverage AI tools to enhance productivity, streamline workflows, and support decision-making.

Benefits

• Health and wellness benefits
• Vacation
• Paid holidays and refresh days
• 401(k) retirement plan
• Life insurance coverage
• Disability insurance coverage
• Bonus compensation, commission if in a sales function, and/or equity grants may be available depending on eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed