Retreat Planner

Skills & Experience We’re Looking For:

We’re looking for a detail-oriented, highly organized, and creative thinker who thrives in a dynamic, remote work environment where no two days are the same. You’re ready to roll up your sleeves and bring exciting retreats to life, from brainstorming fresh ideas to refining systems. The ideal candidate will have the following skills and experience:

• Prior Coordination Experience: You’ve planned and executed events before—whether in a corporate, hospitality, or other retreat settings. You understand the importance of clear communication, timing, and adaptability. 

• Sales Experience: You’ve successfully led sales efforts in the past, ideally within the events, hospitality, or F&B industry. You’re comfortable negotiating, presenting options, and working with clients.

• HubSpot Experience: You’re adept at using HubSpot or similar CRM platforms to manage client relationships, track communications, and streamline planning processes. You know how to leverage it for marketing automation, client follow-ups, and maintaining detailed records.

• Strong Excel & Financial Skills: You can manage spreadsheets with ease, track budgets, and understand basic financial processes like invoicing, accounting, and reporting.

• Customer Service & Client Management: You’re a relationship-builder who understands the importance of delivering a seamless, positive experience for clients before, during, and after their retreat.

• Tech-Savvy: You’re comfortable using event management software (like Retreat Guru), scheduling tools, and other online systems to keep everything organized.

• Creative & Detail-Oriented: You have a passion for creating exceptional experiences and care deeply about the little details that make a retreat truly memorable.

• Leadership & Team Collaboration: You’ve successfully managed teams and know how to inspire and lead by example, ensuring smooth collaboration across departments.

• Problem-Solving Mindset: Things don’t always go as planned, but you’re great at thinking on your feet, finding solutions, and staying calm under pressure.

• Marketing & Social Media Savvy: You’re comfortable with platforms like Canva, Instagram, Facebook, and other marketing tools. If you have experience in creating content, curating social media posts, or designing marketing materials, that’s a huge bonus!