Meetings Incentives
Customer Success Specialist, Attendee Registration (Cvent Required)
Meetings Incentives, El Paso, Texas, United States
Customer Success Specialist, Attendee Registration (Cvent Required)
Job Category
: Global Enterprise Solutions
Requisition Number
: CUSTO001405
Posted : December 23, 2025
Full-Time
Remote
Locations Showing 1 location
Remote Alabama, Alabama, USA
Remote Arizona, Arizona, USA
Remote Florida, Florida, USA
Remote Georgia, Georgia, USA
Remote Idaho, Idaho, USA
Remote Indiana, Indiana, USA
Remote Kentucky, Kentucky, USA
Remote Louisiana, Louisiana, USA
Remote Missouri, Missouri, USA
Remote New Jersey, New Jersey, USA
Remote New Mexico, New Mexico, USA
Remote New York, New York, USA
Remote North Carolina, North Carolina, USA
Remote South Carolina, South Carolina, USA
The Customer Success Specialist must work closely with the Customer Success Manager/Director to understand the client’s goals and objectives and provide a return on their investment within each aspect of our services. The CSS focuses on working with the operations team to provide optimal services to the account in support of those goals. The role of the CSS will be divided between Attendee Registration services, Account SOP’s and Support, and Account Training. The CSS must work effectively and efficiently with the internal support team, external clients and vendors, while complying with the corporate or pharmaceutical guidelines. On occasion, the position will require aiding the CSM/CSD on business development and/or business review tasks. The CSS will act as a knowledge base for other CSS team members on the Enterprise Solutions Team and lead regularly scheduled CSS specific calls or meetings to enhance developing skill sets, promote efficiencies and build camaraderie.
What you will do here:
Full understanding of account internal processes to include but not limited to client agreements, Change order and Purchase Order (PO) management
Payment request processing
Full understanding of the account quality control process to include but not limited to client QC process and resolution methodology.
Notify Event Experience Managers of impending deadlines
Work in conjunction with HCP reporting and Event Experience team to ensure programs are free of errors for deadlines
Budget creation/management in account and M&IW systems – three phases
Reconciliation management including estimated invoice and final invoice requirements
On-Site budget management and reconciliation
Limited & Full Program Management Services
Assigned as an Attendee Experience Coordinator (as required)
Compile and distribute Executive Summaries and other post-event reports (as required)
Source and secure space at off-site venues and restaurants
Creation/distribution of travel letters
Creation/management of meeting agenda
Creation of initial meeting resume based on generic meeting information
System profile management (update meeting profile; manage status movement throughout life of the meeting, etc.)
Research 3rd Party Vendor options and information for meetings.
Provide on-site preparation assistance. These services would include but are not limited to:
Badge layout/production
On-Site binder preparation/production
Registration packet preparation/production
Pre-mailer preparation/production
On-site supply preparation/shipment
Ability to manage 3rd Party Vendors. Clearly & effectively communicate to each vendor the requirements and specifications, negotiate cost savings, and manage payment/reconciliation process
Shipping and receiving management
Account Management / Administrative Services
Provide administrative assistance to M&IW Customer Success Manager/Director, Meeting Owners, Event Experience Managers as requested. These services would include but aren’t limited to:
Miscellaneous account projects as directed by Customer Success Manager/Director
Enter new meetings into systems profile
Providing back-up and overflow support as directed to Event Experience Managers due to heavy volume or out of office
Management of meeting minutes during client conference calls or meetings.
Post-meeting survey management
Post-meeting file closure process
Training and Onboarding
Provide training and onboarding services to account as directed by Customer Success Manager/Director. These services would include but aren’t limited to:
Establishing structure to training and onboarding process
Track trainings for all M&IW associates working on account
Train new hire associates with basic Merck training program
Congress Management (Life Science Accounts Only)
Provide support services to Event Experience Managers that are aligned to congress meetings. These services would include but not limited to:
Training new Event Experience Managers that are aligned to congress meetings on the specific congress process
Participate in congress calls with congress provider to give details on ancillary meetings and details required by congress provider
Participate in any client-specific calls as it specifically relates to congress meetings
Manage ancillary meetings for every congress to ensure staffing, accommodation, and office space for staff
Assist in the development of new business opportunities
On-Site Services
Ability to provide support services for meetings that you are requested to go on-site for.
Always lead by example by acting in a professional manner
Communicate meeting information and on-site requirements in an effective manner to your on-site team.
Exhibit strong teamwork skills
What we expect:
Details of these areas are shared during interviews and monthly reviews:
What you will bring:
College Degree or equivalent
Minimum 3-5 years of experience in the meetings industry, specifically in operations
Proficient in Cvent
Knowledge of virtual and hybrid event options
Proven excellent oral and written communication skills in both internal and client-facing environments
Demonstrated track record of successfully managing multiple projects simultaneously
Ability to deliver creative outputs in a constricted timeline while maximizing available resources
Ability to travel at least 25% of the time including internationally
Experience working in a virtual office environment
Wide range of computer skills:
Proficient in Word, Excel, and Internet/social media
Database management programs (proficient in Lanyon and Cvent)
Outlook (email and scheduling)
What we provide:
Health, Dental, Vision and Life Insurance options
401K plan
Paid holidays
Accrued personal time off for vacation and sick leave
Laptop, additional monitor, and mobile phone
Remote Office / Work from home, or option to work in our corporate headquarters located near Milwaukee
Who we are:
M&IW is a global event management firm specializing in virtual, hybrid, and in-person experiences of all shapes and sizes as well as consulting and enterprise strategies. As an entrepreneurial organization, we place customers at the center of everything we do and prioritize their needs through our core values of quality, agility, flexibility, and innovation. M&IW is a third generation, privately held, certified Women’s Business Enterprise (WBE) in business for more than 50 years. Headquartered in Wisconsin, USA, and supported by a remote workforce across the US and in the UK, China, and Brazil.
M&IW provides a portfolio of management services for meetings, events, incentives, conferences, and tradeshows. Those services include Event Management and Design, Event Sourcing, Attendee Registration and Reporting, Event Technology and Production, Creative Services, Event Marketing and Communications, Gifting and Engagement Strategies, Incentive and Recognition Solutions, Group Air Travel, On-Site Execution and Staffing, and Event Analytics. Our consulting and enterprise services include Technology Implementation and Administration, Meeting Policy, Process and Optimization, Third-party Governance, Executive Dashboards and Analytics, and Sustainability Best Practices and Tracking.
GLOBAL HEADQUARTERS: 10520 7 Mile Road, P.O. Box 65, Caledonia, WI 53108 | Phone +1 262-835-3553
www.meetings-incentives.com
M&IW associates located throughout the US, UK, Latin America and Asia Pacific Regions
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr
: Global Enterprise Solutions
Requisition Number
: CUSTO001405
Posted : December 23, 2025
Full-Time
Remote
Locations Showing 1 location
Remote Alabama, Alabama, USA
Remote Arizona, Arizona, USA
Remote Florida, Florida, USA
Remote Georgia, Georgia, USA
Remote Idaho, Idaho, USA
Remote Indiana, Indiana, USA
Remote Kentucky, Kentucky, USA
Remote Louisiana, Louisiana, USA
Remote Missouri, Missouri, USA
Remote New Jersey, New Jersey, USA
Remote New Mexico, New Mexico, USA
Remote New York, New York, USA
Remote North Carolina, North Carolina, USA
Remote South Carolina, South Carolina, USA
The Customer Success Specialist must work closely with the Customer Success Manager/Director to understand the client’s goals and objectives and provide a return on their investment within each aspect of our services. The CSS focuses on working with the operations team to provide optimal services to the account in support of those goals. The role of the CSS will be divided between Attendee Registration services, Account SOP’s and Support, and Account Training. The CSS must work effectively and efficiently with the internal support team, external clients and vendors, while complying with the corporate or pharmaceutical guidelines. On occasion, the position will require aiding the CSM/CSD on business development and/or business review tasks. The CSS will act as a knowledge base for other CSS team members on the Enterprise Solutions Team and lead regularly scheduled CSS specific calls or meetings to enhance developing skill sets, promote efficiencies and build camaraderie.
What you will do here:
Full understanding of account internal processes to include but not limited to client agreements, Change order and Purchase Order (PO) management
Payment request processing
Full understanding of the account quality control process to include but not limited to client QC process and resolution methodology.
Notify Event Experience Managers of impending deadlines
Work in conjunction with HCP reporting and Event Experience team to ensure programs are free of errors for deadlines
Budget creation/management in account and M&IW systems – three phases
Reconciliation management including estimated invoice and final invoice requirements
On-Site budget management and reconciliation
Limited & Full Program Management Services
Assigned as an Attendee Experience Coordinator (as required)
Compile and distribute Executive Summaries and other post-event reports (as required)
Source and secure space at off-site venues and restaurants
Creation/distribution of travel letters
Creation/management of meeting agenda
Creation of initial meeting resume based on generic meeting information
System profile management (update meeting profile; manage status movement throughout life of the meeting, etc.)
Research 3rd Party Vendor options and information for meetings.
Provide on-site preparation assistance. These services would include but are not limited to:
Badge layout/production
On-Site binder preparation/production
Registration packet preparation/production
Pre-mailer preparation/production
On-site supply preparation/shipment
Ability to manage 3rd Party Vendors. Clearly & effectively communicate to each vendor the requirements and specifications, negotiate cost savings, and manage payment/reconciliation process
Shipping and receiving management
Account Management / Administrative Services
Provide administrative assistance to M&IW Customer Success Manager/Director, Meeting Owners, Event Experience Managers as requested. These services would include but aren’t limited to:
Miscellaneous account projects as directed by Customer Success Manager/Director
Enter new meetings into systems profile
Providing back-up and overflow support as directed to Event Experience Managers due to heavy volume or out of office
Management of meeting minutes during client conference calls or meetings.
Post-meeting survey management
Post-meeting file closure process
Training and Onboarding
Provide training and onboarding services to account as directed by Customer Success Manager/Director. These services would include but aren’t limited to:
Establishing structure to training and onboarding process
Track trainings for all M&IW associates working on account
Train new hire associates with basic Merck training program
Congress Management (Life Science Accounts Only)
Provide support services to Event Experience Managers that are aligned to congress meetings. These services would include but not limited to:
Training new Event Experience Managers that are aligned to congress meetings on the specific congress process
Participate in congress calls with congress provider to give details on ancillary meetings and details required by congress provider
Participate in any client-specific calls as it specifically relates to congress meetings
Manage ancillary meetings for every congress to ensure staffing, accommodation, and office space for staff
Assist in the development of new business opportunities
On-Site Services
Ability to provide support services for meetings that you are requested to go on-site for.
Always lead by example by acting in a professional manner
Communicate meeting information and on-site requirements in an effective manner to your on-site team.
Exhibit strong teamwork skills
What we expect:
Details of these areas are shared during interviews and monthly reviews:
What you will bring:
College Degree or equivalent
Minimum 3-5 years of experience in the meetings industry, specifically in operations
Proficient in Cvent
Knowledge of virtual and hybrid event options
Proven excellent oral and written communication skills in both internal and client-facing environments
Demonstrated track record of successfully managing multiple projects simultaneously
Ability to deliver creative outputs in a constricted timeline while maximizing available resources
Ability to travel at least 25% of the time including internationally
Experience working in a virtual office environment
Wide range of computer skills:
Proficient in Word, Excel, and Internet/social media
Database management programs (proficient in Lanyon and Cvent)
Outlook (email and scheduling)
What we provide:
Health, Dental, Vision and Life Insurance options
401K plan
Paid holidays
Accrued personal time off for vacation and sick leave
Laptop, additional monitor, and mobile phone
Remote Office / Work from home, or option to work in our corporate headquarters located near Milwaukee
Who we are:
M&IW is a global event management firm specializing in virtual, hybrid, and in-person experiences of all shapes and sizes as well as consulting and enterprise strategies. As an entrepreneurial organization, we place customers at the center of everything we do and prioritize their needs through our core values of quality, agility, flexibility, and innovation. M&IW is a third generation, privately held, certified Women’s Business Enterprise (WBE) in business for more than 50 years. Headquartered in Wisconsin, USA, and supported by a remote workforce across the US and in the UK, China, and Brazil.
M&IW provides a portfolio of management services for meetings, events, incentives, conferences, and tradeshows. Those services include Event Management and Design, Event Sourcing, Attendee Registration and Reporting, Event Technology and Production, Creative Services, Event Marketing and Communications, Gifting and Engagement Strategies, Incentive and Recognition Solutions, Group Air Travel, On-Site Execution and Staffing, and Event Analytics. Our consulting and enterprise services include Technology Implementation and Administration, Meeting Policy, Process and Optimization, Third-party Governance, Executive Dashboards and Analytics, and Sustainability Best Practices and Tracking.
GLOBAL HEADQUARTERS: 10520 7 Mile Road, P.O. Box 65, Caledonia, WI 53108 | Phone +1 262-835-3553
www.meetings-incentives.com
M&IW associates located throughout the US, UK, Latin America and Asia Pacific Regions
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr