Annual Event Planning & Dashboard Management
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Maintain a forward-looking 12-month events dashboard capturing all projected events, based on recurring annual gatherings and upcoming one-off events.
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Update dashboard as new events are identified; ensure team always has an accurate view of upcoming events.
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Coordinate with the team to confirm dates, event purpose, size, themes, format, and any special considerations.
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Manage and maintain events email accounts.
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Ad hoc assistance with events as needed.
Guest List Development and Invitation Workflow
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Develop draft invitation lists out of Salesforce using criteria provided; identify gaps or proposed additions and review with principals for approval.
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Draft event invitations (email, Paperless Post, physical mail) for review.
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Execute invitation sends via mail merge, Paperless Post campaigns, or print workflows.
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Maintain meticulous records of invitees, sends, and version control.
RSVP Management & Guest Communications
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Monitor and track RSVPs across platforms; manage all guest inquiries including logistics, accommodations, accessibility needs, and dietary restrictions.
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Send confirmation emails, reminders, and event-day communications.
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Capture new guest information uncovered during the RSVP process and enter/update records in Salesforce.
Vendor & Logistics Coordination
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Confirm that household teams have clear run-of-show documents, timelines, and expectations.
Post-Event Follow-Up
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Track event attendance in Salesforce, including guest notes, contributions, or gift information as relevant.
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Draft post-event thank-you messages or follow-up communications for principal review and send once approved.
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Conduct debrief conversations with principals to gather feedback and ensure learnings inform future events.
Systems, Documentation & Event Manual
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Create and continuously maintain an “Event Manual” detailing preferences, standards, and templates – such as name tag style, preferred Paperless Post features, seating formats, vendor preferences, and workflows—so events remain consistent and easily repeatable.
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Improve and refine systems in Salesforce, shared drives, dashboards, and templates to streamline future events.
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Assist Property Managers with uploading and maintaining event documentation in AirTable
Knowledge, Skills, Abilities, and Requirements
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Bachelor’s degree highly preferred.
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3–5+ years of events, hospitality, or project management experience; private household or high-net-worth environment a plus.
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Understanding of AI capabilities and a willingness to learn and implement new AI software highly preferred.
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Experience with Salesforce or other CRM systems preferred.
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Highly proficient in Excel and comfortable manipulating data (filtering, creating formulas, etc.).
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Outstanding communication skills—written, verbal, and guest-facing.
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Highly organized, detail-oriented, and comfortable managing multiple concurrent projects.
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Ability to handle sensitive information with confidentiality and discretion.
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Excels at managing multiple priorities and producing exceptional results under pressure and quick turnaround timelines.
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Willingness to travel domestically for major events