Event Coordinator and Sales Support Specialist
Job Description
Event Coordinator & Sales Support Specialist
Location: Solana Beach, CA (Hybrid)
Travel: Up to 50%
Reports To: Dave Musil, Managing Partner
Position Overview
We are seeking a detail-oriented, highly organized Event Coordinator & Sales Support Specialist to join our team. This role balances sales support, event planning, project management, and portfolio maintenance. The ideal candidate thrives in a fast-paced environment, is comfortable juggling multiple priorities, and serves as the central link between sales, clients, and internal teams.
Work Structure: This is a hybrid position. The successful candidate will work full-time onsite in Solana Beach, CA for the first several months for onboarding and training. After that, the role transitions to 50% remote work, when not traveling for events and trade shows.
Key Responsibilities
Paperwork Processing
- Prepare and organize sales documents, including proposals, contracts, and reports.
- Complete customer-facing paperwork such as new item forms, deviations, and related requests for the sales team.
Salesforce, Data Aggregator & Google Drive
- Manage internal projects by assigning tasks with due dates and keeping teams accountable.
- Complete and distribute weekly Salesforce Opportunity and Event Reports for brands.
- Generate brand-specific sales reports using the company’s Data Aggregator.
- Maintain organized and up-to-date sales records and files.
- Assisting the leadership team with managing their salesforce.
Trade Show & Event Coordination
- Track leads, opportunities, and customer information in Salesforce; route leads to appropriate sales managers.
- Schedule meetings, calls, and follow-ups tied to internal projects and events.
- Travel as needed to support trade shows, events, and promotions.
- Serve as the liaison between sales reps, clients, and internal teams.
- Oversee event logistics, including timelines, budgets, vendors, and venues.
- Book trade show booths up to one year in advance, coordinating with organizers and internal stakeholders.
- Manage event setup: brand samples, décor, promotional materials, and staffing.
- Handle event registration, guest lists, and on-site check-ins.
- Track event-specific P&L, negotiate contracts, and ensure budget compliance.
- Provide post-event reports, feedback, and actionable insights.
- Support marketing and sales by ensuring events align with company goals.
- Troubleshoot and resolve on-site event issues quickly and effectively.
Portfolio Deck Creation & Maintenance
- Update portfolio decks automatically when brands are added or removed.
- Maintain decks by categorization (e.g., minority-owned, specialty).
- Create distributor decks and customized client decks as needed.
Miscellaneous
- Process client requests quickly and accurately.
- Provide general team support and assist where needed.
Qualifications
- Bachelor’s degree preferred.
- 1–3 years of experience managing multiple priorities in a fast-paced environment.
- Strong organizational skills and exceptional attention to detail.
- Proficiency in Microsoft Office (Excel, PowerPoint, Word).
- Experience with CRM systems (Salesforce strongly preferred).
- Ability to travel up to 50%.
- Clear, professional communication skills with a proactive, problem-solving mindset.
- Strong team-first attitude and ability to adapt quickly.
Skills & Attributes
- Project management and deadline accountability.
- Data analysis and reporting comfort (Salesforce, data tools, Google Drive).
- Event management, budgeting, and vendor coordination experience.
- Creativity and precision in sales/portfolio deck creation.
- Calm under pressure with the ability to resolve on-site issues effectively.