Enterprise & Franchise Partnership Coordinator

Position Summary

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.
• Works with purpose and is driven to provide the best team member experience.
• Assist in the planning and execution of Wellby Financial activations at Rockets, Astros, and Moon 2 Mars events.
• Coordinate logistics for event setup, including signage, merchandise, and hospitality arrangements.
• Manage and coordinate the calendar for hundreds of team members and events schedules, ensuring seamless and efficient scheduling.
• Ensure all activation requirements are met, exceeding client and partner expectations.
• Serve as the primary point of contact during events, managing on-site activities and resolving any issues.
• Manage distribution and inventory of promotional items, tickets, and autographed merchandise.
• Ensure seamless execution of sponsorship agreements, tracking all deliverables and deadlines.
• Maintain regular communication with the Rockets, Astros, Moon 2 Mars, and other partners to ensure alignment on event goals and activation plans.
• Coordinate with internal marketing and events teams to support partnership initiatives and deliverables.
• Develop and implement strategies to maximize partner exposure and engagement at events.
• Coordinate with vendors and internal teams to ensure timely delivery of event materials and supplies.
• Track inventory levels of promotional items and manage reordering processes as needed.
• Support the marketing team with logistics planning and execution for all event activations.
• Cultivate and maintain strong relationships with current and prospective event partners.
• Provide exceptional customer service to partners and clients, ensuring their needs are met during events.
• Assist the marketing team in managing partner accounts and addressing any issues or concerns.
• Assist in the development and implementation of marketing initiatives to enhance partner visibility and engagement.
• Conduct market research to identify new opportunities for partnership and sponsorship.
• Collaborate with marketing services to collect and share best practices for event activations.
• Support the sales team in developing and presenting sponsorship proposals to potential partners.
• Ensure all sales commitments are fulfilled, providing regular status updates to sales leaders and partners.
• Identify and pursue new sales opportunities with existing and prospective partners.
• Maintain accurate records of sponsorship and partnership details in the company CRM system.
• Provide regular reports and updates on event activations and sponsorship fulfillment.
• Performs other related duties as assigned.

Knowledge, Skills, and Abilities (KSA)

• Knowledge of Wellby’s organizational functions and general operating policies and procedures.
• Knowledge of business English, spelling, and punctuation.
• Knowledge of retail product philosophy, banking industry best practices, and regulations.
• Knowledge of personal computer, utilizing Microsoft Office Suite and other software.
• Skilled in high-level customer service practices.
• Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding devices.
• Skilled in solid influence skills.
• Ability to work outside of business hours, occasional evenings or weekends, to attend events or meetings.
• Ability to assess business and customer needs and implement successful solutions using creativity, innovation, and judgment.
• Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• Ability to communicate clearly and concisely, orally and in writing.
• Ability to be trustworthy and act with integrity.
• Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members.
• Ability to coordinate several concurrent activities simultaneously.

• Ability to exercise independent judgment.

Supervisory Responsibilities

• The team member does not have supervisory responsibilities.

Complexity & Scope of Work

• The team member performs a number of routine and generally related tasks without supervisory direction.
• Courses of action are determined by established procedures and/or the VP, Community Development & Growth.
• The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.
• Tasks may occasionally have to be coordinated, integrated, and/or prioritized.
• The team members use independent judgment in making decisions.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform essential functions.
• To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time, in addition to standing for long periods. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the branch; and attending possible onsite and offsite meetings.
• The team member must be able to exchange information in person, in writing, and via telephone. Some degree of stress results from contact with vendors, members, management, and other team members.
• The ability to observe details at close range (within a few feet of the observer).
• Must be able to occasionally lift items weighing up to 25 pounds across the branch and load them onto shelves for various needs.
• The noise level in the work environment is usually moderate.
• Work involves the typical risks and discomforts associated with an office environment but is usually in an adequately cooled, heated, lighted, and ventilated area.
• Must be able to travel 75% within the Greater Houston Metro and surrounding areas.

Minimum Qualifications

• High School Diploma or equivalent required.
• Minimum three (3) years of experience in customer service in a marketing role and/or business development/account sales representative required.
• Bachelor’s degree in business, finance, marketing, or a related field preferred.
• An equivalent combination of education and experience may substitute for stated qualifications.
• A valid Texas driver’s license and a clean driving record are required.
• Experience with financial services and products.
• Experience marketing business-to-consumer (“B2C”) and business-to-business (“B2B”) preferred.
• Bondable

For All Candidates

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you’d like more information about your EEO rights as an applicant under the law, contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need reasonable accommodation, please email careers@wellbyfinancial.com or call 281-226-1696 for assistance.

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