Account Events Coordinator

Link Wealth Adviser Support; Pampanga; On-site; PHP 201,000 - 357,000; Full time

Job summary

Link Wealth Adviser Support is seeking an Account Events Coordinator to support client campaigns, events, and community activities. You will work with Managers and Directors to ensure tasks run smoothly and communications are clear.

In this role you will manage sponsorship deliverables, event logistics, CRM records, and post-event reporting, while delivering exceptional client and sponsor experiences from planning through execution.

Qualifications

• 1 year of experience in event coordination, including collaboration with international teams.
• Strong prioritization and ability to adapt in a fast-paced environment.
• Excellent written and verbal communication with a customer-focused mindset.
• Experience with CRM platforms (preferably Salesforce) and project tools (Monday.com).
• Proficient in Microsoft Office and comfortable using AI tools to improve productivity.

Responsibilities

• Coordinate client campaigns and sponsorship deliverables, ensuring milestones are met on time.
• Coordinate sponsor and speaker communications, event logistics, and briefing materials.
• Support event registrations, attendee communications, and follow-ups.
• Maintain accurate Salesforce records, including contacts, accounts, opportunities, and leads.
• Prepare meeting notes, track action items, and support internal coordination.

Skills

Campaign coordination

Client support

CRM usage

Monday.com

Microsoft Office

AI tools

Tools

Salesforce

Monday.com

Microsoft 365

AI productivity tools

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.