Evening Events Coordinator — Hybrid, Sales-Focused

Wood Financial Group; Franklin (TN); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Bonus pay

Mileage reimbursements

Paid time off

Paid holidays

401(k)

Job summary

Wood Financial Group in Franklin, TN is seeking an on-site Event Coordinator to manage a high-volume calendar of 15–20 events per month, including dinners and educational workshops, and to convert attendees into first appointments.

The role requires CRM proficiency, strong organizational skills, and the ability to work evenings. You will support lead generation, tracking, and marketing initiatives while ensuring a seamless client experience.

Qualifications

• Bachelor’s degree in marketing, communications, business, or a related field
• 2–4+ years in a fast-paced, metrics-driven role involving event logistics, registration/scheduling systems, sales support, or coordination
• Hands-on CRM/database experience under time pressure (Salesforce and/or Monday.com preferred)
• Reliable transportation and a valid driver’s license for travel to event locations within the territory
• Schedule centered around recurring evening events
• Sales-minded, outgoing with appointment-conversion focus
• Strong organizational skills to manage multiple events in a fast-paced environment
• Comfortable speaking in front of groups and engaging attendees
• Proficiency in Microsoft Office (Word, Excel, Outlook, Teams, PowerPoint, SharePoint)
• Ability to work independently within a collaborative team

Responsibilities

• Serve as on-site lead coordinator for two zones, delivering up to 6–8 events per month across both zones
• Execute and oversee Dinner Seminars (Two per week, 5:00 pm–9:00 pm) and Educational Workshops (Two per month, 10:00 am–1:00 pm)
• Own the cadence to hit a minimum 60% attendee-to-first-appointment conversion
• Manage all on-site logistics: venue relations, setup/teardown, registration, A/V, materials; vendor contracts fall to Marketing Manager
• Call and confirm attendees prior to events; greet, check in, welcome guests, introduce advisor/presenter
• Ensure seamless execution at every event; maintain a high-volume, repeatable operation
• Accurately manage CRM data to move attendees through registration and pipeline
• Support at additional events; focus on setup/teardown, attendee engagement, securing appointments
• Collaborate with marketing to track appointment-setting outcomes and data-driven improvements
• Proactively flag issues and suggest improvements based on data

Skills

CRM experience

Event coordination

Appointment setting

MS Office

Organizational skills

Public speaking

Driver's license

Education

Bachelor's degree in marketing/related field

Tools

Salesforce

Monday.com

Job description

Wood Financial Group in Franklin, TN is seeking an on-site Event Coordinator to manage a high-volume calendar of 15–20 events per month, including dinners and educational workshops, and to convert attendees into first appointments.

The role requires CRM proficiency, strong organizational skills, and the ability to work evenings. You will support lead generation, tracking, and marketing initiatives while ensuring a seamless client experience.