Customer Service Experience Specialist (Meeting Planner) Position Available In Wake, North Carolina
Tallo's Job Summary: The job of a Meeting Planner at SPECTRAFORCE involves coordinating customer visits, managing travel arrangements, and ensuring compliance with company policies. This 9-month position, based in Raleigh, NC, requires event planning experience, excellent communication skills, and proficiency in software like Salesforce and Zoom. The role offers a starting pay of $37.00/hr.
Job Description
Customer Service Experience Specialist (Meeting Planner)
Job Description
Job Title :
Meeting Planner
Duration:
9 months
Location:
Raleigh, NC (Hybrid – min. 2 days/week on-site)
Description:
Customer Service Experience Specialist
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 – similar to 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 properly and accurately document the engagement/interaction.
- 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:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. List knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Education and/or
Experience:
Include the education and experience that is necessary to perform the job satisfactorily.
- Education Level Preferred Bachelors Degree
- 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
- Ability to work early or late hours when necessary to support customer visits, equipment deliveries.
- 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.
- Solution oriented with the ability to respond quickly and efficiently to any issues that arise
- Collaboration skills and teamwork are critical, with flexibility and a positive disposition.
Top 3-5 Must Have Non-negotiable Skills Required
1. Organization
2. Customer service oriented attitude
3. Event planning experience
4. Presentation skills
5. Collaboration and teamwork Is a bachelor’s degree Required? Yes How many years of recent experience does this person need to have? 1-2 Nice to Have Skills
1. Ability to adjust to changes / flexibility
2. Interest in the medical device space
3. Interested in technology and willing to troubleshoot to an extent (video conference equipment) Interview process: (Teams/Onsite, Length, Rounds, Team involved) Phone screen first. Last round in person with 4-5 interviewers.
About Us:
Established in 2004, SPECTRAFORCE® is one of the largest and fastest-growing diversity-owned staffing firms in the US. The growth of our company is a direct result of our global client service delivery model that is powered by our state-of-the-art A.I. proprietary talent acquisition platform, robust
ISO 9001
2015/ISO 27001 certified processes, and strong and passionate client engaged teams. We have built our business by providing talent and project-based solutions, including Contingent, Permanent, and Statement of Work (SOW) services to over 140 clients in the US, Canada, Puerto Rico, Costa Rica, and India. Key industries that we service include Technology, Financial Services, Life Sciences, Healthcare, Telecom, Retail, Utilities and Transportation.
SPECTRAFORCE
is built on a concept of “human connection,” defined by our branding attitude of
NEWJOBPHORIA
®, which is the excitement of bringing joy and freedom to the work lifestyle so our people and clients can reach their highest potential.
Learn more at:
http://www.spectraforce.com
Benefits:
SPECTRAFORCE
offers ACA compliant health benefits as well as dental, vision, accident, critical illness, voluntary life, and hospital indemnity insurances to eligible employees. Additional benefits offered to eligible employees include commuter benefits, 401K plan with matching, and a referral bonus program.
SPECTRAFORCE
provides unpaid leave as well as paid sick leave when required by law.
Equal Opportunity Employer:
SPECTRAFORCE
is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, religion, color, sex, national origin, age, sexual orientation, gender identity, genetic information, disability or veteran status, or any other category protected by applicable federal, state, or local laws. Please contact Human Resources at LOA@spectraforce.com if you require reasonable accommodation.
California Applicant Notice:
SPECTRAFORCE
is committed to complying with the California Privacy Rights Act (“CPRA”) effective January 1, 2023; and all data privacy laws in the jurisdictions in which it recruits and hires employees. A Notice to California Job Applicants Regarding the Collection of Personal Information can be located on our website. Applicants with disabilities may access this notice in an alternative format by contacting NAHR@spectraforce.com.
LA County, CA Applicant Notice:
If you are selected for this position with SPECTRAFORCE, your offer is contingent upon the satisfactory completion of several requirements, including but not limited to, a criminal background check. We consider qualified applicants with arrest or conviction records for employment in accordance with all local ordinances and state laws, including the Los Angeles County Fair Chance Ordinance for Employers (FCO) and the California Fair Chance Act (FCA). The background check assessment will consider whether a criminal history could reasonably have a direct, adverse impact on the job-related safety, security, trust, regulatory compliance, or suitability for this role. Such findings may result in withdrawal of a conditional job offer. At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $37.00/hr.