Executive Briefing Consultant

We are looking for an Executive Briefing Consultant who is responsible for the strategy, execution and measurement for our client's executive briefings and briefing location management. Collaborate with account teams and leaders across the entire organization to develop briefing agendas and experiences built for customers and prospective customer Executives. Working with Sales and Customer Success and other teams from the business to facilitate in-person engagement between the Client's leadership and top accounts that maximize relationship building and pipeline acceleration. Responsible for travel to briefings in Carp, Austin and other office locations for executive experiences/programs.

Responsibilities:

• Evaluate briefing requests based on sales impact, revenue potential, level of attendees, market segmentation, stage in the sales cycle, etc.
• Consult with account team to complete briefing request form
• Work on event logistics and experiences for each briefing.
• Act as consultant to account manager from initial briefing request to create agenda, source discussion leaders, and lead prep calls
• Work with senior leadership, sales, marketing, and other areas of the company to create, plan and execute customized briefings
• Plan briefings that meet the objectives of both the customer and account team
• Facilitate prep and planning calls with account team and discussion leaders to ensure discussion leaders understand briefing objectives
• Provide feedback to discussion leaders regarding content and delivery and to sales team
• Populate and keep briefing management system up to date to reflect agenda changes
• Stay abreast of new product developments
• Consult with and coach account managers on successful briefing execution
• Conduct follow-up on each briefing, gathering account manager and customer feedback, identifying post- briefing opportunities, report on conclusions and suggestions.
• Travel to briefings and execute the events onsite this includes:
• Set the room up- Organize/arrange Briefing Room set up
• Place settings (Agenda, Pen, Notepad, Swag)
• Provide concierge-style service to all visitors; meet and greet customers as they arrive at reception and escort them to their meeting room.
• Provide general support and initial troubleshooting for customers with questions or issues during briefing
• Manage visitor badges (check in and check out)
• Create welcome and directional signage
• Printing as needed
• Oversee Onsite execution of events
• Coordinate and ensure communications, touch points, and processes with internal teams to bring the event to successful execution

Requirements:

• Bachelor’s degree or equivalent work experience required
• 4 years of experience in Marketing or relevant roles
• 2 years of experience supporting executive briefing centers
• 2 years in a SaaS company
• Customer service, sales, or marketing
• Company product and services knowledge or aptitude
• Company Industry knowledge
• Knows appropriate subject matter experts in various company organizations for creating executive briefings
• Effective written and verbal communications
• Performs well under pressure/deadlines
• Problem-solving skills
• Detail oriented multi-tasker
• Works well with a team
• Diplomatic with professional appearance and manner
• Committed to excellence
• Project management
• Ability to travel up to 25% of the time