Drive successful customer event delivery by serving as the primary point of contact between the Support Resolution Center and Customer Event Operations.
Lead, coach, and develop Benefit Education Leads to consistently deliver high-quality customer event support and positive experiences.
Balance people leadership with hands-on execution by actively performing Benefit Education Lead work and modeling best practices.
Ensure end-to-end coordination of customer events, including scheduling, logistics, materials, and clear stakeholder communication.
Strengthen operational alignment by partnering with internal teams and contributing to the ongoing evolution of the Salesforce Field Service Tool.
Collaborate closely with sales, account teams, producers, vendors, and matrix partners to support seamless customer-facing events.
Optimize team capacity by planning workloads, aligning resources, and supporting volume shifts across SRC workstreams.
Resolve complex or non-routine event challenges by escalating thoughtfully and partnering with SRC leadership when needed.
Promote consistent standards by ensuring adherence to customer event guidelines, timelines, and service expectations.
Identify opportunities to improve workflows, coordination, and processes that support scalability and efficiency.
Support reporting and tracking to provide visibility into customer event activity, outcomes, and trends.
Champion accountability, quality, and continuous improvement across customer event support.
Requirements
Minimum of 5 years of experience in customer event coordination, benefit education, customer engagement, or a related operational support role.
At least 2 years of experience in a supervisory, team lead, or peer leadership capacity.
Proven ability to lead through influence while also executing work independently.
Strong organizational and time management skills with the ability to manage multiple priorities.
Clear, confident written and verbal communication skills.
Demonstrated success collaborating within a highly matrixed organization.
Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint.
Ability to build trusted relationships and serve as a central coordination and escalation partner.
Benefits
Starting on day one of your employment, you’ll be offered several health-related benefits including medical, vision, dental, and well-being and behavioral health programs.