Expand Opportunities Client Penetration
- Participates in sales and business development activities at the direction of the Team Directors
- Is proactive in their own approach to continuously expand upon their book of business
- Partakes in necessary outreach to potential new customers; not just relying on existing clients to generate revenue
- Focuses activities on revenue generation through penetrating and expansion of existing accounts/relationships.
- Supports Team Director with efforts to penetrate new business opportunities
- Attend one networking opportunity per quarter can be with various networking associations or an industry event put on by our clients
- Logs activities and provides weekly feedback to Directors
- Solidifies annual work
- Contributes to the companys social media efforts on IG, FB and email campaigns
Customer Management
- Proactively communicates with clients regarding company policies, fees and procedures
- Receives event needs and instructions via client communication and enters the event information into our industry-based software system
- Keeps accurate details on all rental contracts, including equipment needs, delivery and pickup details, and contact information to ensure all orders go out the door correctly
- Receives changes and requests from client and acts on them in a timely manner
- Meets with clients in design studio to put together equipment needs for various events including weddings, galas, corporate parties, and other social gatherings
- Follows up with clients on all information received in studio appointments to ensure all details are correct
- Visit venues to providing better client support
- Support clients through equipment photos, mood boards, swatch distribution and other tasks as needed
- Takes initiative to research all clients in assigned book of business regarding their background; includes equipment preferences, venues most often worked at, and their general trend of business with Select
- Able to confidently answer questions put forth by clients regarding equipment, delivery and pickup logistics, company policies, and other general questions
- Proactively strengthen relationships by contacting clients to inform them of new policies, send new products, or straightforward engagement in order to build trust and confidence
- Balances the needs and requests of clients within the parameters that Select can operate by; does not overpromise or commit to anything outside of normal business practices unless it is confirmed by Select that we can fulfill this request
- Has the ability to confidently offer suggestions to clients for equipment if the initial needs of the client are not able to be met by Select
Book of Business Ownership
- Actively manages existing book of business
- Shows YOY growth of existing client business
- Grows book of business by adding new clients through targeted outreach
- Tracks current accounts that are growing
- Reaches out to struggling accounts compared to previous year
- Reaches out to clients on a regular basis to investigate seasonal needs and activities. This does not include reacting to a request or reaching out about an issue or upcoming event
- Utilizes CRM software to keep all client communication updated
Collaboration and Teamwork
- Routinely contributes to the workload surrounding clients in order to alleviate stress of teammates
- Works quickly and efficiently with Operations to ensure client contracts are closed within two business days of the pickup so final invoices can be sent and event can be finalized
- Share responsibilities in the office with teammates this includes helping to field calls when necessary, answering the door and greeting clients, maintaining cleanliness of the studio and office, and other duties as needed
- Reacts to onsite issues and coordinates with Operations to remedy situations this includes during office hours and after hours as the situation requires
- Contributes to the team and companys ability to stay current with industry trends and products through social media and other research
- Demonstrates an understanding of, or a willingness to learn, the relationship between sales process and operations working to produce the best end result for the company and our clients
- Participates in venue visits and key deliveries to better understand the client needs and operational complexities of some sites
General
There are several traits and behaviors that are crucial to the Event Rental Consultants success. These are used in conjunction with the main responsibilities listed above to evaluate performance:
Teamwork Positive and encouraging attitude Forward thinking
Independent reasoning and solutions Ability to multi-task Detail-oriented
Ability to perform under pressure Maintaining composure with clients Time management
Willingness to work after hours Represent ownership of relationship Strong decision-making skills Creative problem solving Passion for design and collaboration Organizational skills
Ability to learn from mistakes Understanding of customer service
