Sales & Events CRM/Coordinator

Sales & Events CRM/Coordinator Clive Collective Phoenix, AZ Job Details Full-time $75,000 - $100,000 a year 12 hours ago Benefits Health insurance Employee discount Opportunities for advancement Qualifications Customer inquiry handling

Full Job Description Benefits:

Competitive salary Employee discounts Health insurance Opportunity for advancement Training & development Sales & Events CRM /

Inbound Sales Coordinator Department:

Sales & Events Reports To:

Director of Sales, Marketing & Events Location:

Clive Collective (Multi-Concept Support Role)

Compensation:

$75,000-$100,000 based on Salary + Commission Position Summary Clive Collective is seeking a highly organized, tech-forward Sales & Events CRM / Inbound Sales Coordinator to support and optimize the engine behind our private dining, events, and inbound sales efforts. This is not a passive administrative role. This position is responsible for owning inbound lead flow, maintaining CRM integrity, supporting the sales pipeline, and ensuring that every guest inquiry is handled with urgency, clarity, and professionalism. The ideal candidate combines a strong sense of operational discipline with a results-oriented mindset. They understand that speed, organization, and follow-through directly impact revenue, while also recognizing that every interaction is an extension of the guest experience. Primary Objective Convert inbound demand into structured, trackable, and actionable sales opportunities while continuously improving the systems and workflows that drive efficiency, consistency, and revenue growth. Key Responsibilities Inbound Lead Management Monitor and organize inbound inquiries across all channels including email, website forms, CRM platforms, and internal referrals Respond to event and private dining inquiries in a timely, polished, and guest-focused manner Qualify leads based on key criteria such as date, guest count, budget, event type, and revenue potential Route opportunities to the appropriate team members with complete and accurate notes Maintain consistent follow-up to ensure no opportunity is lost or delayed Identify trends in missed opportunities, response gaps, or recurring guest questions CRM Ownership & Data Integrity Maintain and manage CRM systems including TripleSeat, HighLevel/Tulen, and related tools Ensure all contacts, leads, proposals, and event details are accurate and up to date Track pipeline activity including lead stages, booking probability, next steps, and expected revenue Audit CRM data regularly to eliminate gaps, duplicates, or incomplete records Support standardization of workflows, naming conventions, and reporting structures Build and maintain automated workflows for follow-ups, reminders, and internal task tracking Sales Process & Workflow Optimization Identify opportunities to improve inbound sales processes, response times, and conversion rates Assist in developing intake forms, templates, and automated communication sequences Track key performance metrics including lead source, response time, conversion rate, and booking pace Provide weekly reporting on inbound activity, pipeline health, and performance trends Surface inefficiencies and recommend solutions that improve overall department performance Collaborate cross-functionally with Sales, Marketing, and Operations teams Proposal, BEO & Event Coordination Support Assist in building and organizing proposals within CRM/event platforms Support contract tracking, deposits, and event status updates Create and maintain accurate BEOs including timelines, menus, guest counts, and special requests Ensure clear communication of event details to all operational teams Support onsite event execution as needed for high-priority or complex events Revenue & Guest Experience Support Support identification of upsell opportunities including menu enhancements, beverage packages, and add-ons Ensure policies related to minimums, deposits, and cancellations are clearly communicated Maintain a high standard of communication from initial inquiry through post-event follow-up Manage post-event outreach including thank you notes, feedback collection, and relationship maintenance Track client satisfaction and flag repeat, VIP, and high-value opportunities What Success Looks Like Every inbound inquiry is responded to, tracked, and properly routed The CRM is clean, reliable, and actively used as a source of truth All active opportunities have clear ownership and next steps Response times improve and missed opportunities decrease Sales and event handoffs are efficient, consistent, and well-documented Leadership has clear visibility into pipeline health and performance metrics Ideal Candidate Profile Highly organized with strong attention to detail Efficient and confident working within multiple systems and platforms Professional, polished communicator with a guest-first mindset Able to prioritize effectively in a fast-paced environment Analytical thinker who can identify gaps and improve workflows Demonstrates a proactive, solution-oriented approach to challenges Balances operational structure with a strong sense of hospitality Qualifications Experience in hospitality, events, catering, or sales support roles preferred Familiarity with CRM platforms such as TripleSeat, HighLevel, Tulen, or similar systems Strong written and verbal communication skills Ability to manage multiple priorities and deadlines simultaneously Comfortable with spreadsheets, reporting tools, and digital workflows Experience with Google Workspace and POS/event systems is a plus