Job description
role and responsibilities we require sfa experience
1. support marianne wilt, lori frino and elizabeth bieler & occasionally sales coordinators
1. proposals (cvent, mi leads, q9 proposals, sales companion, rfp’s)
2. contracts
3. addendums
4. turnovers (update ci or sfa to match the contract, send out turnover notice to hotel)
5. invoices
6. build and update room blocks in ci/sfa
7. build and update event agendas in ci/sfa
8. send be’s
9. deposits (send sertifi links to clients or emails to accounting for deposits)
10. correspondence (clients, hotels, colleagues, send deposit receipts, countersigned contracts and addendums and general correspondence & collateral)
11. research
12. name tags
13. powerpoints
14. excel spreadsheets ( room rate calculations, meal plan, contracts)
2. weekly funnel calls
1. luxury team: run pht report- distribute to team and properties in advance of calls.
2. organize the order for the funnel call
3. schedule monthly, may need to cancel or reschedule call.
1. resort champion:
1. resort champion and backup for three of the resorts
2. collect, update and share information on the above-mentioned hotels in onenote, teams, contracts, proposals, cvent
3. maintain accuracy of all information, property information, etc.
1. powerpoints:
1. update powerpoint presentations and create new ones using canva if needed. Gather information and images on our properties to share with customers.
1. luxury funnel formatter report
1. prepare the luxury funnel report into excel sheet and email it out to the team
2. update the quote expiration date, enter missing # of attendees or peak rooms on the report and update the completed response status if past due.
3. onboarding new hotels to portfolio
1. teams access
2. proposal access
3. access to sertifi
4. training new hires
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