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Sales Events CRMCoordinatorClive Collective • Phoenix, Arizona, United States
Postuler Maintenant
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Sales Events CRMCoordinator

Clive Collective
  • US
    Phoenix, Arizona, United States
  • US
    Phoenix, Arizona, United States
Postuler Maintenant

À propos

Overview Benefits:
Competitive salary
Employee discounts
Health insurance
Opportunity for advancement
Training & development
Sales & Events CRM / Inbound Sales Coordinator
Department: Sales & EventsReports To: Director of Sales, Marketing & EventsLocation: Clive Collective (Multi-Concept Support Role)Compensation: $75,000-$100,000 based on Salary + Commission
Position Summary
Clive Collective is seeking a highly organized, tech-forward Sales & Events CRM / Inbound Sales Coordinator to support and optimize the engine behind our private dining, events, and inbound sales efforts.
This is not a passive administrative role. This position is responsible for owning inbound lead flow, maintaining CRM integrity, supporting the sales pipeline, and ensuring that every guest inquiry is handled with urgency, clarity, and professionalism.
The ideal candidate combines a strong sense of operational discipline with a results-oriented mindset. They understand that speed, organization, and follow-through directly impact revenue, while also recognizing that every interaction is an extension of the guest experience.
Primary Objective Convert inbound demand into structured, trackable, and actionable sales opportunities while continuously improving the systems and workflows that drive efficiency, consistency, and revenue growth.
Key Responsibilities Inbound Lead Management
Monitor and organize inbound inquiries across all channels including email, website forms, CRM platforms, and internal referrals
Respond to event and private dining inquiries in a timely, polished, and guest-focused manner
Qualify leads based on key criteria such as date, guest count, budget, event type, and revenue potential
Route opportunities to the appropriate team members with complete and accurate notes
Maintain consistent follow-up to ensure no opportunity is lost or delayed
Identify trends in missed opportunities, response gaps, or recurring guest questions
CRM Ownership & Data Integrity
Maintain and manage CRM systems including TripleSeat, HighLevel/Tulen, and related tools
Ensure all contacts, leads, proposals, and event details are accurate and up to date
Track pipeline activity including lead stages, booking probability, next steps, and expected revenue
Audit CRM data regularly to eliminate gaps, duplicates, or incomplete records
Support standardization of workflows, naming conventions, and reporting structures
Build and maintain automated workflows for follow-ups, reminders, and internal task tracking
Sales Process & Workflow Optimization
Identify opportunities to improve inbound sales processes, response times, and conversion rates
Assist in developing intake forms, templates, and automated communication sequences
Track key performance metrics including lead source, response time, conversion rate, and booking pace
Provide weekly reporting on inbound activity, pipeline health, and performance trends
Surface inefficiencies and recommend solutions that improve overall department performance
Collaborate cross-functionally with Sales, Marketing, and Operations teams
Proposal, BEO & Event Coordination Support
Assist in building and organizing proposals within CRM/event platforms
Support contract tracking, deposits, and event status updates
Create and maintain accurate BEOs including timelines, menus, guest counts, and special requests
Ensure clear communication of event details to all operational teams
Support onsite event execution as needed for high-priority or complex events
Revenue & Guest Experience Support
Support identification of upsell opportunities including menu enhancements, beverage packages, and add-ons
Ensure policies related to minimums, deposits, and cancellations are clearly communicated
Maintain a high standard of communication from initial inquiry through post-event follow-up
Manage post-event outreach including thank you notes, feedback collection, and relationship maintenance
Track client satisfaction and flag repeat, VIP, and high-value opportunities
What Success Looks Like
Every inbound inquiry is responded to, tracked, and properly routed
The CRM is clean, reliable, and actively used as a source of truth
All active opportunities have clear ownership and next steps
Response times improve and missed opportunities decrease
Sales and event handoffs are efficient, consistent, and well-documented
Leadership has clear visibility into pipeline health and performance metrics
Ideal Candidate Profile
Highly organized with strong attention to detail
Efficient and confident working within multiple systems and platforms
Professional, polished communicator with a guest-first mindset
Able to prioritize effectively in a fast-paced environment
Analytical thinker who can identify gaps and improve workflows
Demonstrates a proactive, solution-oriented approach to challenges
Balances operational structure with a strong sense of hospitality
Qualifications
Experience in hospitality, events, catering, or sales support roles preferred
Familiarity with CRM platforms such as TripleSeat, HighLevel, Tulen, or similar systems
Strong written and verbal communication skills
Ability to manage multiple priorities and deadlines simultaneously
Comfortable with spreadsheets, reporting tools, and digital workflows
Experience with Google Workspace and POS/event systems is a plus
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  • Phoenix, Arizona, United States

Compétences linguistiques

  • English
Avis aux utilisateurs

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