Job Details

Event Coordinator

  2026-03-29     IFG - International Financial Group     Sonoma,CA  
Description:

Job Title: Events Coordinator / Program Manager (Customer Engagement)

Rate & Engagement Details

  • Location: San Francisco, CA
  • Work Arrangement: Hybrid (3 days onsite per week)
  • Schedule: Monday–Friday, 40 hours/week (core business hours)
  • Contract Duration: 18 months

Role Overview

The Events Coordinator will provide high-level administrative and operational support for Customer Engagement team. This role focuses on ensuring seamless operations, communications, and processes that support strategic customer programs, particularly the Executive Briefing (EBC) program.

The ideal candidate will act as both an information and communication manager, supporting executive-level engagements and cross-functional initiatives.

Purpose of the Team

The team is responsible for ensuring seamless operations, communications, and processes that power some of most strategic customer programs.

Typical Day in the Role

  • Perform business administrative duties and support assigned tasks
  • Ramp quickly on tools including Slack, Microsoft Office, Teams, and PM tools (e.g., Jira)
  • Host and coordinate executive meetings onsite
  • Collaborate with cross-functional teams and leadership

Key Responsibilities

  • Perform general office duties, including ordering supplies, maintaining records management systems, and basic bookkeeping
  • Prepare invoices, reports, memos, letters, financial statements, and other documentation
  • File and retrieve corporate documents, records, and reports
  • Manage incoming correspondence (emails, faxes, mail) and prepare responses
  • Coordinate with regional sales leads to improve customer experience and consistency across briefing centers
  • Partner with project sponsors and cross-functional teams to define scope, goals, deliverables, timelines, and budgets
  • Drive promotion of Executive Briefing programs to sales leadership and regional teams
  • Ensure alignment across stakeholders for deadlines, schedules, and deliverables
  • Develop and execute communication plans for programs and initiatives
  • Measure program success using qualitative and quantitative data and report insights to leadership
  • Conduct enablement sessions for Sales teams
  • Support expansion of programs into new markets through experimentation and adoption strategies
  • Identify, escalate, and mitigate program risks proactively

Candidate Requirements

Must-Have Skills

  • 8–10 years of experience in:
  • Calendar management
  • Ability to quickly learn and adapt to new tools
  • Executive presence for managing internal and customer-facing interactions

Core Skills

  • Strong verbal and written communication skills
  • Excellent multitasking and organizational abilities
  • Customer service and interpersonal skills
  • Ability to work independently and manage time effectively
  • High level of confidentiality and information management
  • Proficiency in Microsoft Word, Excel, and PowerPoint

Education & Experience

  • High school diploma or GED required
  • 10+ years of relevant experience required
  • Backgrounds in events, sales, customer support, marketing, administrative, or customer-facing roles are highly preferred


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