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Client Services & Meeting Coordinator

Dealerosity

USA

Client Services & Meeting Coordinator
Full/Part-Time


At Dealerosity, we work with Auto, Marine, Powersports, RV, Heavy Equipment and Farm dealers nationwide and understand what it takes for them to succeed as leaders their fields. And most importantly, we take an inspired approach to aligning candidates with dealers to not only get our candidates the job they want and deserve, but to help our dealer clients move their dealerships into success and prosperity.

We know that every opening is more than a job and that every candidate is more than a resume. We work closely with candidates to understand their needs and apply our industry expertise to make matches for clients that drive business results. Our ability to dynamically balance your needs with the right solutions gives both clients and candidates the right fit to achieve success.

Summary:

The Client Services & Meeting Coordinator is the primary Dealerosity representative who works in support of an assigned Moderator(s) and/or Consultant(s) to plan and execute 20 Group meetings, in-dealership meetings, and OEM programs. The Coordinator serves as the primary customer service contact for Dealerosity clients, as well as a liaison to all other company departments ensuring adequate compliance for all Dealerosity clients’ business needs.

Essential Duties & Responsibilities:

  • Provide organizational and administrative support and clerical assistance to the Moderator(s) and/or Consultant(s), as needed.

  • Serves as the primary customer service contact for Dealerosity 20 Group clients, corresponding via email, phone, and fax to troubleshoot and assist with the needs of the client.

  • Meeting Planning; negotiation of food and beverage, audio visual, on/off-site activities, transportation, meeting attendance, etc.

  • Works with the Moderator(s) and/or Consultant(s) for approval and processing of any and all necessary payments remitted on behalf of the 20 Group members or OEM programs during the meeting planning process.

  • Work closely with other deparments to ensure new clients are educated and prepared for upcoming meetings.

  • Review Contract Request Forms submitted by the Moderator(s) and/or Consultant(s) for accuracy and completeness

  • Calendar management, including, but not limited to: Moderator(s) and/or Consultant(s) schedule, meeting planning chart, etc.

  • Meeting material maintenance; proofing, editing, and preparing meeting literature. Proofs any client-facing material to ensure accuracy and professionalism on behalf of the company.

  • Assists in ensuring clients’ monthly products are submitted and produced by groups’ stated deadlines by conducting follow-ups and sending reminders to all necessary clients regarding the submission of their monthly financial data.  Additionally, communicating with the Moderator(s) and/or Consultant(s) regarding the status of financial submissions each month.

  • Updates all necessary programs with current client information in a timely manner, such as our CRM, Outlook, Salesforce, etc.

  • Effectively communicate and execute all aspects of meeting planning with on- and off-site employees.

  • Assists with work overflow.

Qualifications:

  • Bachelor’s Degree preferred, however, requirement may be satisfied with equivalent combination of education and experience.

  • A minimum of 2 years related work or industry experience.

  • Knowledge of CRM/databases a plus.

  • Advanced capabilities with Microsoft Office.

  • Ability to handle private and confidential information in accordance with company’s interest and policies, legal requirements and business ethics.

  • Strong time management skills

  • Strong organizational skills, attention to detail and superior multi-tasking abilities.

  • Solid problem-solving skills

  • Strong written and oral communication skills.

  • The ability to work in a fast-paced environment and adapt quickly to change.

Company Overview:

Dealerosity, through an impressive portfolio of staffing industry leading dealer brands including Harley-Davidson, Ducati, and Mercedes Benz, Dealerosity is a leading provider of dealership operational solutions.

We are the workforce experts delivering staffing and career service solutions to organizations and individuals across all major brands and manufacturers. Collectively we harness the power of some of the greatest talent in the world. That talent and expertise allows us to do business globally and act locally with deep knowledge in niche areas.

Dealerosity is an Equal Opportunity Employer Minorities/Women/Veterans/Disabled