HRTMS Job Description Management
| Sales & Events Manager EVENTS SPEC 3 (006292) UCPath Position ID: 40040430 | | |
Position Description History/Status | For Reference ONLY - PeopleAdmin JA Number: | 1109534 | Approved Date: | 4/25/2024 2:18:18 PM | Date Last Edited: | 4/25/2024 2:18:14 PM | Last Action Effective Date: | 7/1/2022 | Organization Details | Business Unit (Location): | LACMP | Organization Code: | 5000O | Organization: | ADMINISTRATIVE VICE CHANCELLOR | Division Code: | 5901D | Division: | ADMINISTRATION | Department: | 313000 - HOUSING CENTRAL SERVICES | Position Details | UCPath Position Number: | 40040430 | Position Description ID | 168273 | UC Payroll Title: | EVENTS SPEC 3 (006292) | Personnel Program | Professional and Support Staff (PSS) | Salary Grade: | Grade 21 | Job Code FLSA: | Exempt | Union Code (Collective Bargaining Unit): | 99: Non-Represented (PPSM) | Employee Relations Code: | E: All Others - Not Confidential | Employee Class (Appt Type): | 2 - Staff: Career | Full-Time Equivalent (FTE) | 1 | SUPERVISION | UCPath Reports to Position Number: | 40065383 | Reports to Payroll Title: | EVENTS MGR 1 | UCPath Department Head Position Number: | 40040346 | Department Head Payroll Title: | ADMIN MGR 2 | | | |
Level of Supervision Received | GENERAL SUPERVISION - Indicates that the incumbent develops procedures for performance of variety of duties; or performs complex duties within established policy guidelines. |
Positions Directly Supervised | Job Code | Job Code Description | Total FTEs | | | | | |
Positions Indirectly Supervised | Job Code | Job Code Description | Total FTEs | | | 0 | | | | | |
POSITION SUMMARY | Sales & Events Managers support the UCLA campus community by providing professional meeting and planning guidance and executing events, conferences, and catering within Housing & Hospitality and campus event venues. The incumbent plans and supports sales initiatives for UCLA Hospitality, including attending industry trade shows and distinguished industry networking events, participating in lead generation efforts, following up on leads, and executing other sales activities as necessary to sustain annual growth projections. The Sales & Events Manager collaborates with other Housing & Hospitality (H & H) units to support revenue generation at UCLA Hospitality properties and UCLA and UC departments. The incumbent sets up and leads on-site visits with future and prospective clients, develops proposals that include theme delineation, decor, menu and service requirements, sleeping room blocks, and other detailed budget projections, negotiates contracts, acts as day-of manager along with Banquet Captains for catered events and group check-ins and maintains regular communication with all clients. The Sales and Events Manager maintains organized, detailed records of accounts within physical and digital files while coordinating group needs while on-site. The incumbent distributes all pertinent client details to on-campus partners, accounting, vendors, campus service providers, and any third-party vendors that support the group's conference or event. The Sales and Events Manager assists the Housing & Hospitality accounting unit with billing and collections including purchasing, managing internal and external vendor charges, and account reconciliation. Ensures data regarding conference, catering, and event details are entered into Hospitality software applications, including the merger of contracts, tracking due dates and deadlines, producing group resumes, and recording all client communications. | | | |
Department Summary | UCLA Conference and Catering Management (CCM) works with vendors and support resources to make sure every aspect of an event is a success. From transportation to arranging off-campus excursions, CCM works with clients to coordinate whatever is needed. CCM also works closely with other UCLA departments to facilitate client program needs — for example, arranging a special class or lecture, to holding a team-building activity on UCLA’s Challenge Course. |
Key Responsibilities and Essential Functions | Function | Responsibilities | % Time | Conference, Catering & Event Coordination | • Negotiate and prepare detailed written contracts and addenda that accurately delineate requested facilities and services • Serve as the Convention Services Manager for conferences and day meetings (as assigned) once the client is on-site, ensuring that all components of the conference run smoothly • Monitor room and space inventory through Salesforce Information System or comparable software • Negotiate arrangements with other UCLA departments regarding conference use of sports and recreational facilities, fleet and transportation services, telecommunications equipment, faculty club, and campus classrooms • Provide expertise in destination management, including visits to local attractions, programming, etc. • Aid in the preparation and distribution of Event bills in a timely and accurate manner by reviewing contractual agreements, catering, and equipment orders • Distribute information about conference groups to operational departments • Input all conference details into Salesforce Information System, including room blocks, prices, meeting room, and catering needs • Update UCLA Events Online campus calendar • Work directly with chefs and production teams to develop detailed proposals with accurate pricing • Order supplies and equipment necessary for each conference by reviewing conference requests and contacting appropriate campus departments and off-site vendors | 55% | Accounting Budgetary Functions | • Prepare income projections for events, catering orders, and conference groups • Facilitate the collection of deposits, conference and event pre-payments, and post-conference and event payments. Assist the Accounting Department with necessary collection processes • Provide profitability analysis to determine the value of conference groups, event booking, or catering orders • Participate in the analysis of conference, catering, and event occupancy reports, including income projections, forecasts, and budgets • Provide input for annual meeting space pricing related to existing account management and new proposals and inquiries • Expedite payment of delinquent accounts by contacting the conference, meeting, or event organizer | 25% | Sales Management | • Represent the department to potential clients by attending trade shows and networking functions • Conduct facility site inspections, prepare service proposals, and provide price estimates • Conduct sales calls, set appointments, conduct presentations, and close sales • Follow-up on all leads generated from direct campaigns, sales blitzes, and any other marketing efforts • Work on assigned and deployed accounts and accounts subject to change based on market trends, etc. • Perform background checks on new incoming conference and event groups and evaluate profitability • Sell other services and products when appropriate • Support and sell other services and products offered by Housing and Hospitality revenue-generating departments, including Lake Arrowhead Lodge • Help with marketing ideas/techniques such as developing brochures, newsletters, articles for professional journals, etc. | 20% | | | | | |
Other Requirements - Applies to all Positions | • | Performs other duties as assigned. | • | Complies with all policies and standards. | • | Complies with the University of California, Los Angeles (UCLA) Principles of Community. | • | This position description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of the organization. | | | |
Experience Requirements | Experience | Experience Details | Required/ Preferred | And/Or | 5+ years | Professional hospitality experience in hotel group or catering sales, convention services, or collegiate conference and events industry | Required | | | | | | | | |
Knowledge, Skills and Abilities | KSAs | Required/ Preferred | Ability to close sales and negotiate high-dollar-value financial contracts | Required | Thorough knowledge and understanding of concepts, principles, and practices of event planning and public relations, including event design, organization, and production | Required | Demonstrated organizational and project management skills to work successfully with clients to produce high-quality events that meet client needs and appropriately represent the campus | Required | Experience maintaining a high standard of productivity within a broad scope of responsibility despite frequent interruptions. Ability to complete a large volume of diverse tasks efficiently, meeting established deadlines | Required | Highly developed interpersonal communication skills including political acumen and social perceptiveness | Required | Ability to give clear directives and use independent, rational judgment when making decisions and managing events | Required | Proficient skill using standard business software (e.g. Microsoft Office Suite) and hospitality sales software (e.g. Delphi) | Required | Excellent verbal and written communication skills to effectively communicate with diverse populations with competing priorities | Required | Skill in writing grammatically correct business English, such as conference proposals, memos, and other routine correspondence | Required | Sufficient knowledge of University accounting forms and procedures to accomplish standard departmental accounting transactions | Preferred | Working knowledge of the policies and procedures of Housing & Hospitality operational units, such as the Food & Beverage department | Preferred | | | |
SPECIAL REQUIREMENTS AND/OR CONDITIONS OF EMPLOYMENT |
Reporting and Background Check Requirements | Background Check: Continued employment is contingent upon the completion of a satisfactory background investigation. | Live Scan Background Check: A Live Scan background check must be completed prior to the start of employment. | Age Requirement: Candidate(s) must be 18 years or older to be eligible to be hired. | Driving Record: The position is subject to the California DMV "Pull Notice System" and continued employment is contingent upon proof of a satisfactory driving record. |
Travel Requirements | Estimated Amount | Description | 5% | Domestic travel | | | |
Other Special Conditions of Employment | List the other special conditions of employment for this position. | Description | Required/ Preferred | Must carry a University cell phone | Required | Occasional attendance at offsite conferences and meetings | Required | Evening, weekend, and holiday work as business dictates | Required | Drive University vehicles, such as electric carts, for meetings, site inspections, etc. | Required | | | |
LOCATION AND PHYSICAL, ENVIRONMENTAL, MENTAL (PEM) REQUIREMENTS | Environment and Work Location Information | Environment Type: | Non-Clinical Setting | Location Setting: | Campus | Location: | Various locations across campus | | | |
Items Used | • | General office equipment | • | University vehicles | | | |
Physical Requirements | The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. | Physical Requirements | Never 0 Hours | Occasional Up to 3 Hours | Frequent 3 to 6 Hours | Continuous 6 to 8+ Hours | Is Essential | Standing/Walking | | | X | | X | Sitting | | | X | | X | Bending/Stooping | | X | | | | Squatting/Kneeling | | X | | | | Climbing | X | | | | | Lifting/Carrying/Push/Pull 0-25 lbs | | | X | | X | Lifting/Carrying/Push/Pull 26-50 lbs | | X | | | | Lifting/Carrying/Push/Pull over 50 lbs | | X | | | | Physical requirements other | X | | | | | | | | | | | | | | | |
Environmental Requirements | The environmental requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. | Exposures | Never 0 Hours | Occasional Up to 3 Hours | Frequent 3 to 6 Hours | Continuous 6 to 8+ Hours | Is Essential | Chemicals, dust, gases, or fumes | X | | | | | Loud noise levels | | X | | | | Marked changes in humidity or temperature | | X | | | | Microwave/Radiation | X | | | | | Operating motor vehicles and/or equipment | | X | | | X | Exposures other | X | | | | | | | | | | | | | | | |
Mental Requirements | The mental requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. | Exposures | Never 0 Hours | Occasional Up to 3 Hours | Frequent 3 to 6 Hours | Continuous 6 to 8+ Hours | Is Essential | Sustained attention and concentration | | | | X | X | Complex problem solving/reasoning | | | X | | X | Ability to organize & prioritize | | | | X | X | Communication skills | | | | X | X | Numerical skills | | | X | | X | Mental demands other | X | | | | | | | | | | | | | | | |
Blood/Fluid Exposure Risk | The exposure described here is what can be expected of an employee in performing the essential functions of this position. | X | Classification 3: Position in which exposure to blood, body fluids or tissues is not part of the position description. The normal routine task involves no exposure to blood, body fluids or tissues and the employee can decline to perform tasks which involve a perceived risk without retribution. | | | |
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