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Role and Responsibilities WE REQUIRE SFA EXPERIENCE
- Support Marianne Wilt, Lori Frino and Elizabeth Bieler & occasionally Sales Coordinators
- Proposals (Cvent, MI Leads, Q9 Proposals, Sales Companion, RFP’s)
- Contracts
- Addendums
- Turnovers (update CI or SFA to match the contract, Send out turnover notice to hotel)
- Invoices
- Build and update Room Blocks in CI/SFA
- Build and update Event Agendas in CI/SFA
- Send BE’s
- Deposits (Send Sertifi Links to clients or Emails to Accounting for deposits)
- Correspondence (clients, hotels, colleagues, send deposit receipts, countersigned contracts and addendums and general correspondence & Collateral)
- Research
- Name Tags
- PowerPoints
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Excel Spreadsheets ( room rate calculations, meal plan, contracts)
- Weekly Funnel Calls
- Luxury Team: Run PHT Report- distribute to team and properties in advance of calls.
- Organize the order for the Funnel Call
- Schedule monthly, may need to cancel or reschedule call.
- Resort Champion:
- Resort Champion and backup for three of the resorts
- Collect, update and share information on the above-mentioned Hotels in OneNote, Teams, Contracts, Proposals, Cvent
- Maintain accuracy of all information, property information, etc.
- PowerPoints:
- Update PowerPoint Presentations and create new ones using Canva if needed. Gather information and images on our properties to share with customers.
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- Luxury Funnel Formatter Report
- Prepare the Luxury Funnel Report into Excel Sheet and email it out to the team
- Update the Quote Expiration Date, Enter Missing # of attendees or peak rooms on the report and update the Completed Response Status if past due.
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- Onboarding New Hotels to Portfolio
- Teams Access
- Proposal Access
- Access to Sertifi
- Training new hires
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