The Wellness Event Coordinator is responsible for ensuring the success of patient acquisition events by confirming event details, processing payments, and prospecting new event opportunities through inbound and outbound sales activities. They manage communications between the Business Development Team, Wellness Sales Representatives, and clients to maintain satisfaction and event success. The role involves CRM record-keeping, outbound sales calls, and building customer relationships.

Responsibilities

Communicate with client organizations to confirm event details.
Process event paperwork including sponsorship applications, invoices, payments, insurance information requests, etc.
Maintain accurate event and activity records in the CRM (Salesforce)
Nurture and cultivate existing and new customer relationships and coordinate events to ensure future business and community event relationships.
Work directly with the WSR team to provide event updates as requested and communicate any changes in event status or setup instructions.
Work directly with internal management team to ensure prompt execution of deliverables (payment processing, approvals, contract signatures etc.)
Execute outbound sales calls and provide solutions and recommendations for potential customers while managing a customer pipeline through proper lead management and effective outbound follow-up.
Develop sales opportunities by researching and identifying potential accounts, while driving sales results thru the events set up from accounts.
Offer quality services to consumers over the phone and schedule wellness events.
Exceed our customers’ expectations by listening and providing wellness solutions.
Be a part of enhancing overall team performance while maintaining and exceeding individual expectations.
Uphold and demonstrate our company core values, tenets, and commitments.

Requirements

High computer literacy, including but not limited to Outlook, Excel, and Salesforce
Strong phone presence/engaging personality
Strong verbal/written communication and people skills
Highly detailed and quick at completing tasks.
Ability to multi-task, prioritize and manage time effectively.
Persistent with a positive attitude

Nice to have

Business Development or sales experience.
Skillful with multi-tasking, computer navigation, and typing.
Experience with Customer Service/Customer Success/Call Center
Driven to succeed and pursue excellence in a team environment.