We pride ourselves on fostering a collaborative and close-knit environment, and we are looking for a new team member who can complement our team’s values and culture. We’re seeking an experienced, patient, organized, and efficient individual who is excited to contribute to the success of our business. Here’s a taste of what you’ll do: • Execute all logistical components of SWD’s client-facing programs (retirement workshops, & educational dinners, client appreciation events) • Partner with sales and marketing teams to drive qualified appointment bookings through strong communication, follow-up workflows and timely outreach • Make reminder calls for events in a welcoming, friendly manner • Provide phone coverage for our phone lines • Screen registrants for events • Handle confirmation calls and emails for events • Oversee setup and execution of events each month • Coordinate and follow up on each event with the rest of the marketing team • Handle pre-work, set-up and post-event work for company events • Input all prospective appointments into CRM calendars and websites and email appointment information to prospective clients • Input, update and track client journey stages; maintain detailed prospect interaction records; support marketing with data accuracy and reporting. Qualifications: • Bachelor’s degree or equivalent work experience in program management, sales operations, events or marketing. • Experience in financial services or professional services is strongly preferred.
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