Sales & Events CRM/Coordinator

Job Description

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