Client Services Specialist – Events | With Intelligence

Client Services Specialist – Events

The Client Services Specialist plays a key role in the successful management of key client/sponsor and partner relationships within our U.S. events business.






Full time



29 April 2022



Boston/New York
The job.

Our goal is to create a best-in-class client services experience to exceed the expectations of our event clients. This is both an external and internal facing role that will require the ability to build strong relationships with both clients and colleagues. This person must demonstrate exceptional customer service, with a continual focus on meeting and exceeding the expectations of our clients.

The requirements.

Client Services – Sponsors and Partners

  • Develop a deep understanding of our event clients’ organizational structure and business needs

  • Build long-term relationships by acting as the go-to person for our client contacts; ensure client objectives are met through continual follow-up and thoughtful and efficient responses to their inquiries

  • Work to consistently ensure our clients’ satisfaction and identify opportunities to streamline and improve their interactions with us

  • Work with Sales Directors to support their sales process, including keeping information in Salesforce up to date

  • Support Sales Directors to ensure successful transition of the client relationship post-sale; may include executing contracts, invoices, and collection of materials

  • Carefully track all event sponsors and status and ensure that the information is captured in relevant databases

  • Track client deliverables (e.g., logos, descriptions, etc.) to ensure accurate and up-to-date information by stated deadlines; provide this information to internal teams as needed

  • Proactively provide clients with desired information, such as attendee lists, hotel information, etc.

  • Support the Sales Directors by completing lead generation research as requested

Client Services – Attendees

  • Manage, execute, and track attendee changes for both ticket holders and sponsors as it relates to all aspects of their contract and agreement

  • In coordination with Client Services team, manage the events general inboxes to respond quickly to attendee inquiries and requests

  • Draft standard replies to commonly asked questions


1-3 years’ experience in a client services or in a customer facing role

Excellent verbal and written communication skills

Strong attention to detail skills

Proven ability to multi-task and manage multiple priorities

Passion for providing excellent customer service and exceeding client expectations

Ability to build trust with internal and external stakeholders

Positive, can-do attitude

Process-oriented mindset

Travel required to onsite events

Experience with Microsoft Word, Excel & Outlook required

Experience with SalesForce, Pardot, Bizzabo,, Swapcard preferred


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