Our associates celebrate lives. We celebrate our associates.

Grassroots:

Specialist is responsible for maintaining the expected level of grassroots activity and ensuring each event is executed successfully from start to finish. This role supports the sales team by providing the necessary materials, coordinating event logistics, and clearly communicating event details before and after each event. Specialist is also responsible for identifying grassroots opportunities.

• Process applications, paperwork, and payment with vendors or organizers to secure event.

• Connect with Sales Managers to review and evaluate upcoming events, staffing, logistics and required materials.

• Open and track campaign on Salesforce and ensure events are added into all calendars.

• Provide and ensure all materials and equipment for events are readily available.

• Monitor event quality and success.

• Resolve event-related issues to ensure successful execution.

Location Showcases, Partnership, and Community:

Partner with Funeral Home Managers, Sales Managers, and Location Showcase Coordinators to develop or assist with location-specific events. Partner with Sales Managers to develop and maintain strategic partnerships that increase market visibility and generate qualified leads, such as:

• Community Centers & Local Businesses

• Chambers of Commerce

• Senior Living Communities & Healthcare Providers

• Veteran Organizations

• Festivals and Community Events

• Churches, etc.

Marketing Material, Giveaways, and Equipment:

Specialist is responsible for maintaining event inventory, including ordering and managing promotional giveaways, and tracking the checkout, availability, and readiness of all event equipment.

• Order promotional giveaways and raffle prizes through Boundless or other approved vendors.

• Ensure all event equipment is returned, accounted for, and in good working condition.

Specialist must understand and follow the company's marketing standards and work with managers to ensure all marketing materials, including flyers, brochures, and social media posts, comply with company guidelines.

Follow the marketing approval process: Sales Manager > Market Sales Manager > Campaign Specialist > Sales Director (when required)

Reports, Tracking, and Lead Management

Specialist is expected to ensure all leads generated from events are entered accurately into Salesforce using the approved QR Code process and monitor lead quality and activity on Salesforce.

• Verify and correct accounts/leads using fix campaigns and opportunity fix.

• Track unworked leads, appointment set up, appointment conversion, and sales conversion

Meetings and Check-In’s

Specialist expected to partake in all manager meetings hosted by OCPPA management team. Utilize this opportunity to review and discuss upcoming events, event outcome, expectations, and creative brainstorming with the managers.

Overall Expectations and Time Allocation

•Coordinate a minimum of 10 true grassroots events per month.

•Coordinate 1 Standalone Location Showcase event every quarter.

•Collaborate 1 Combo Location Showcase event every quarter.

•Work from different locations to build relationships with managers, counselors, and supportstaff and attend weekly/monthly meetings.

•Facilitate, coordinate, and track all things related to certifications for seminar and table hosttrainings, overview sessions, etc.

•Maintain accurate Salesforce lead/account sourcing and entry

•Ensure all events generate a high volume of qualified leads and achieve strong lead-to-appointment conversion.

•Ensure all events are executed within approved budgets while maximizing ROI

•Work hand-in- hand with and support other campaign specialist with tasks orresponsibilities needed.

Education:

• • Associate’s degree in business, marketing, communications or related field  

Experience:

• • One (1) year of related experience

Knowledge, Skills & Abilities:

• • Ability to collaborate with marketing and the respective sales teams
  • Ability to manage a high number of small tasks related to lead generation and management of assigning leads
  • Ability to accurately and carefully maintain lead records and their status in ALAS to facilitate lead assignment, reporting and tracking of leads into opportunities.
  • Ability to build strong relationships with Sales team

Work Environment

• • Generally, work indoors at company or commercial locations
  • May attend outdoor functions
  • Standard business dress is required 

Work Postures

• • Sitting continuously for many hours per day, up to 6 hours per day
  • Standing for extended periods, as required

Physical Demands

• • Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage
  • Prepare, pack, lift, load, transport required training materials and equipment

Work Hours

• • Working a number of evenings every month
  • Travel 3-4 weeks per month.

#SCI

Compensation: 

$21.00 - $25.00 per hour

An individual’s pay within the scale is based on several factors that may include one or more of the following: background, skills, relevant experience, performance, education and work location.

Benefits:

Medical*Dental*Vision*Flexible Spending Accounts (health care and dependent care)*Health Savings Account with Company Contribution*Sick Leave*Short-Term Disability*Long-Term Disability*Life Insurance*Voluntary Accidental Death or Dismemberment Insurance*Dependent Life Insurance*SCI 401(k) Retirement Savings Plan with Company match*Employee Assistance Program