Enterprise & Franchise Partnership Coordinator

Wellby Financial•Webster, TX

About The Position

Wellby Financial is seeking an Enterprise & Franchise Partnership Coordinator to support engagements associated with our Enterprise partnership events. The ideal candidate will be a strong writer and communicator with excellent working relationships in marketing. They will have experience in corporate sponsorship support, event activation, partnership fulfillment, inventory management, customer service, partnership marketing, conceptual sales/fulfillment, and database administration.

Requirements

High School Diploma or equivalent required.
Minimum three (3) years of experience in customer service in a marketing role and/or business development/account sales representative required.
Knowledge of Wellby’s organizational functions and general operating policies and procedures.
Knowledge of business English, spelling, and punctuation.
Knowledge of retail product philosophy, banking industry best practices, and regulations.
Knowledge of personal computer, utilizing Microsoft Office Suite and other software.
Skilled in high-level customer service practices.
Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding devices.
Skilled in solid influence skills.
Ability to work outside of business hours, occasional evenings or weekends, to attend events or meetings.
Ability to assess business and customer needs and implement successful solutions using creativity, innovation, and judgment.
Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
Ability to communicate clearly and concisely, orally and in writing.
Ability to be trustworthy and act with integrity.
Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members.
Ability to coordinate several concurrent activities simultaneously.
Ability to exercise independent judgment.
A valid Texas driver’s license and a clean driving record are required.
Bondable For All Candidates

Nice To Haves

Bachelor’s degree in business, finance, marketing, or a related field preferred.
An equivalent combination of education and experience may substitute for stated qualifications.
Experience with financial services and products.
Experience marketing business-to-consumer (“B2C”) and business-to-business (“B2B”) preferred.

Responsibilities

Assist in the planning and execution of Wellby Financial activations at Rockets, Astros, and Moon 2 Mars events.
Coordinate logistics for event setup, including signage, merchandise, and hospitality arrangements.
Manage and coordinate the calendar for hundreds of team members and events schedules, ensuring seamless and efficient scheduling.
Ensure all activation requirements are met, exceeding client and partner expectations.
Serve as the primary point of contact during events, managing on-site activities and resolving any issues.
Manage distribution and inventory of promotional items, tickets, and autographed merchandise.
Ensure seamless execution of sponsorship agreements, tracking all deliverables and deadlines.
Maintain regular communication with the Rockets, Astros, Moon 2 Mars, and other partners to ensure alignment on event goals and activation plans.
Coordinate with internal marketing and events teams to support partnership initiatives and deliverables.
Develop and implement strategies to maximize partner exposure and engagement at events.
Coordinate with vendors and internal teams to ensure timely delivery of event materials and supplies.
Track inventory levels of promotional items and manage reordering processes as needed.
Support the marketing team with logistics planning and execution for all event activations.
Cultivate and maintain strong relationships with current and prospective event partners.
Provide exceptional customer service to partners and clients, ensuring their needs are met during events.
Assist the marketing team in managing partner accounts and addressing any issues or concerns.
Assist in the development and implementation of marketing initiatives to enhance partner visibility and engagement.
Conduct market research to identify new opportunities for partnership and sponsorship.
Collaborate with marketing services to collect and share best practices for event activations.
Support the sales team in developing and presenting sponsorship proposals to potential partners.
Ensure all sales commitments are fulfilled, providing regular status updates to sales leaders and partners.
Identify and pursue new sales opportunities with existing and prospective partners.
Maintain accurate records of sponsorship and partnership details in the company CRM system.
Provide regular reports and updates on event activations and sponsorship fulfillment.
Performs other related duties as assigned.