Account Events Coordinator

Link Wealth Adviser Support; Angeles; On-site; PHP 240,000 - 360,000; Full time

Job summary

Link Wealth Adviser Support seeks an Account Events Coordinator to support client campaigns, events, and community activities. You will work closely with Managers and Directors, ensuring milestones are met and communications remain clear and proactive.

You will coordinate speaker communications, manage event logistics, and maintain Salesforce records to ensure data integrity. Strong written/verbal skills and CRM experience are essential for success in a fast-paced environment.

Qualifications

• 1 year experience in event coordination, collaborating with international teams.
• Ability to prioritize work and adapt to changing priorities.
• Excellent written and verbal communication with a customer-focused mindset.
• Experience using CRM platforms (Salesforce) and PM tools (Monday.com).
• Proficiency in Microsoft Office and AI productivity tools.

Responsibilities

• Coordinate client campaigns and sponsorship deliverables, ensuring milestones are met on time.
• Prepare sponsorship agreements, reports, and client documents with accuracy.
• Monitor campaign progress, identify potential issues, and provide timely updates to stakeholders.
• Coordinate sponsor and speaker communications, event logistics, and briefing materials.
• Track sponsor deliverables and oversee post-event activities, including reports, surveys, and certificates.
• Support event registrations, attendee communications, and follow-ups.
• Gather community feedback and share insights to improve future events and client engagement.
• Maintain accurate Salesforce records, including contacts, accounts, opportunities, and leads.
• Ensure data integrity by updating records and managing sales and event inboxes.
• Prepare meeting notes, track action items, and support internal coordination.
• Review documents for accuracy, manage expense submissions, and leverage AI tools to improve productivity and communication.

Skills

Communication skills

Organizational skills

Customer-focused

CRM proficiency

Tools

Salesforce

Monday.com

Microsoft Office

Job description

Account Events Coordinator

Role Summary: The Account Events Coordinator supports the delivery of client campaigns, events, and community activities by working closely with the Managers and Directors. This role requires a proactive, organized individual who can manage tasks independently, communicate effectively, and provide excellent support to clients, sponsors, and community members.

Client Service & Campaign Support

• Coordinate client campaigns and sponsorship deliverables, ensuring milestones are met on time.
• Prepare sponsorship agreements, reports, and client documents with accuracy.
• Monitor campaign progress, identify potential issues, and provide timely updates to stakeholders.

Event Coordination

• Coordinate sponsor and speaker communications, event logistics, and briefing materials.
• Track sponsor deliverables and oversee post-event activities, including reports, surveys, and certificates.

Community & Stakeholder Support

• Support event registrations, attendee communications, and follow-ups.
• Gather community feedback and share insights to improve future events and client engagement.

CRM & Data Management

• Maintain accurate Salesforce records, including contacts, accounts, opportunities, and leads.
• Ensure data integrity by updating records and managing sales and event inboxes.

Administration & Team Support

• Prepare meeting notes, track action items, and support internal coordination.
• Review documents for accuracy, manage expense submissions, and leverage AI tools to improve productivity and communication.

Qualifications:

• 1 year experience in event coordination, collaborating with international teams to support the planning and execution of events.
• Ability to prioritize work, adapt to changing priorities, and thrive in a fast-paced environment.
• Excellent written and verbal communication with a customer-focused mindset.
• Experience using CRM platforms, preferably Salesforce, and project management tools such as Monday.com.
• Proficient in Microsoft Office and comfortable using AI tools to improve productivity and work quality.