Campaign Seminar Specialist

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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.

Partner with Sales Managers (SMs) and the Market Sales Managers (MSMs) monthly and quarterly to plan and schedule seminars in advance. Specialist is responsible for coordinating all seminar logistics, including:

• 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.

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

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.

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)

Campaign Specialists are to work alongside and collaboratively to ensure seamless execution of grassroots and seminars.

• Provide cross-functional support by assisting one another during periods of increased workload, staffing shortages, vacations, or business needs.

• Jointly plan and coordinate seminar schedules, venue logistics, marketing timelines, and campaign execution.

• Partner in the development, planning, and implementation of seminar strategies to maximize attendance, lead generation, and sales opportunities.

• Collaborate on the training, planning and certifications relating to seminars.

• Participate in seminar planning meetings and provide recommendations for continuous improvement of seminar operations.

Specialist is responsible for identifying, tracking, and…