• Travel nationwide, leading event execution at conferences and tradeshows.• Coordinate meetings between Business Advisors and business leaders.• Strategize partner event engagement efforts with stakeholders.• Generate business, spread brand awareness by interacting with business leaders.• Grow relationships in targeted vertical partnerships and deliver high-quality leads.• Utilize CRM for data entry, cadence execution, and sales office lead assignment.• Create customized, relevant marketing campaigns, using email, direct mail, and other programs.• Cultivate prospect/partner relationships through engagement activities, furthering the progression of sales opportunities, increasing conversion rates.• Impact client retention by meeting clients at events and providing customer service on-site.• Train new hires with managers, outlining the program and agenda, along with progress updates.• Mentor new team members and supporting them in their development