Job Title: Meeting Planner
Duration: 09 months
Job Location: Raleigh, NC
Pay Rate: 43.00 USD per hour on W2
Shift Timing: Monday to Friday, 1st shift, Hybrid, 3 days onsite
Job Description:
Responsible for all planning, execution, and follow-up compliance documentation and expense management of trainings, and meetings taking place in the Customer Experience Centers (CEC)
Essential Duties and Responsibilities:
• Drive customer visits by collaborating with hosts to develop an agenda/experience focused on the products, solutions, and services to directly impact and enhance our ability to win and close sales opportunities.
• Plan customer visits using an agenda by care setting to demonstrate portfolio capabilities to address customer challenges/needs. If the visit is virtual - like an in-person visit, help plan the agenda and logistics. When virtual, coordinate the camera equipment, sound, and streaming platform. Participate in practice sessions for virtual visits ahead of the go-live presentations.
• Arrange and manage all travel to and from the CECs including lodging, meals, and transportation arrangements.
• Oversee the customer visit and troubleshoot any issues related to the presentation and functionality of medical equipment, A/V communications tools, and/or streaming equipment.
• Enforce best practices and policies to ensure customer visits stay within compliance from beginning to end.
• Comply with Sunshine Act reporting, i.e., complete compliance documentation, receipts, and expense reports in accordance with company and federal guidelines and manage them through the Salesforce.com process with any other necessary information to document the engagement/interaction properly and accurately.
• Contact the appropriate vendors/resources/services to handle any repairs. Maintaining equipment - need to know how each product works, how to troubleshoot them, and when they are broken, call tech service to fix it.
• Ordering supplies for the conference rooms and care settings. Ordering snacks, and drinking supplies for the CEC (granola bars, nuts, chips, etc.) Ordering breakfast or lunch catering for customer visits/training.
Qualifications:
• Excellent typing and organizational skills
• Previous experience in event planning, travel logistics or tradeshows
• Excellent communication, written, verbal and interpersonal skills.
• Experience working with sales and marketing teams
• Proficient computer skills - Outlook, Excel, Word, PowerPoint, Teams, Zoom and Salesforce.
• Must be well-groomed, dress in business attire, i.e., dresses, suits, for customer visits.
• Excellent time management skills and have the ability to prioritize tasks during busy times.
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