Campaign Seminar Specialist

Responsibilities

• Campaign Seminar Specialist, is responsible for planning, coordinating, executing, and monitoring all mailed and counselor-driven seminar campaigns. This role is responsible for ensuring seminars are executed effectively, certification requirements are met, Salesforce processes are followed and ensures all events generate a high volume of qualified leads and achieve strong lead-to-appointment conversion.
• Seminar Planning and Coordination
• • Identify hosting ground by geographic and demographic • Ensure hosting ground is 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 order on Salesforce under 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.
• Seminar Execution and Support
• In addition to presenting at select seminars, Specialist is responsible for ensuring the team has the materials, supplies, and equipment needed for successful seminar execution. Specialist is also expected to attend seminars as needed to ensure events are executed accordin g to company standards and expectations. While onsite, the Specialist may provide support with: • Event setup and breakdown • Registration and guest check-in • Table Host coordination • Guest experience management • Resolve any issues that may arise • Collecting evaluations, worksheets, and other required documentation
• Salesforce Tracking and Lead Management – Post Event
• Post event, Specialist is responsible for ensuring seminar leads are accurately entered into Salesforce and monitor the following: • Leads are actively worked • Leads or Accounts are sourced to the correct campaign • Appointment follow up is completed • Lead or Account ownership is accurate • Sales must be sources to the correct campaign Specialist must utilize the Seminar Tracking Excel Logs for each seminar and communicate with SMs to drive accountability on lead follow up and appointment conversion.
• Reports and Dashboards
• To track seminar performance, maintain accurate reporting, identify areas for improvement, and provide updates to leadership, the Seminar Specialist will utilize Salesforce reports and dashboards to identify the following: • Unworked Leads / Activities • Sales Made Yesterday • Past Due Tasks • Quarterly Campaign Dashboard • Seminar attendance • RSVP conversion rates • Appointment conversion • Seminar Total Cost • Cost of Sale (COS) • Return on Investment (ROI)

Requirements

• Certification requirements are as follows: • MindTickle courses must be completed • Evaluation forms filled out and signed • Role Play exercises • Mock Run exercises

Benefits

• Medical*Dental*Vision*Flexible Spending Accounts (health care and dependent care)*Health Savings Account with Company Contribution*Sick Leave*Short-Term Disability*Long-Term Disability*Life Insurance*Voluntary Accidental Death or Dismemberment Insurance*Dependent Life Insurance*SCI 401(k) Retirement Savings Plan with Company match*Employee Assistance Program