Work opportunities
GROUP SALES & REVENUE LEAD
Mission
Own pipeline and revenue for Group Retreats. You will personally generate the majority of qualified leads (outbound, partnerships, strategic lists), run the full sales cycle from discovery to signed contract, and keep revenue forecasts tight. Marketing operates campaigns and contributes inbound, but you are the engine.
What You’ll Do
1) Pipeline Generation — Primary Ownership
Build targeted lists (retreat leaders, studios, facilitators, agencies, corporate wellness, universities).
Execute multi-touch outbound (email/DM/LinkedIn/phone), book discovery calls, and open partner channels (marketplaces, travel planners).
Run quick experiments on offers, messaging, and segments; share learnings with Marketing.
2) Full-Cycle Sales & Closing
Qualify dates, group size, budget, and fit; craft scoped proposals (lodging, meals, ritual/experiences, spaces, add-ons).
Negotiate terms, manage contracts, deposits, payment schedules, and signature.
Coordinate site tours (virtual/on-site) and drive to close.
3) Contracting, Payments & Revenue Hygiene
Prepare/send contracts from templates; keep the contract repository organized.
Track all invoices, deposits, and balances; ensure on-time collections and data accuracy in the accounting doc/CRM.
4) Client Coordination (Post-Signature → Pre-Arrival)
Be the single point of contact for retreat leaders; schedule calls (WhatsApp/Meet) as needed.
Set up programs in Retreat Guru; manage scheduling docs and Asana tasks; open WhatsApp groups ~60 days out to streamline comms.
Send timeline touchpoints (60-day and 30-day emails), confirm room blocks only after deposits, update pricing when participants are assigned, and coordinate final details with Operations/Wellness.
5) Cross-Functional & Systems
Act as the bridge between Retreat Leaders and Operations/Wellness; manage expectations on both sides.
Maintain clean CRM, file storage, and templates; update contract templates annually with rate/ inflation changes.
Collect feedback, testimonials, and media from leaders; feed insights into quarterly reports.
Success Metrics
Bookings: Build toward 2–3 group retreats/month (Good) and 3–4/month (Excellent) with qualified, values-aligned leaders.
Pipeline: Maintain 3–4× coverage vs. quarterly revenue target (stage-weighted).
Activity: Consistent outbound volume and show-rate on first calls (weekly cadence).
Conversion: Discovery→Proposal and Proposal→Won within target ranges; short, well-managed sales cycles.
Client Experience: Clear comms, smooth handoffs, and repeat bookings; positive surveys/reviews.
Relationship with Marketing
Marketing runs campaigns, marketplace presence, and brand assets; you convert that lift into meetings and revenue on your own.
You also self-source: outbound lists, studio/agency partnerships, and strategic communities.
Share ICP and objection data to sharpen offers and creative.
Ideal Profile
Proven hunter/closer in hospitality, retreats, events, boutique hotels, DMCs, or B2B services.
Comfortable owning targets, pricing/yield, and negotiations; excellent written/spoken English and Spanish required.
Process-driven: CRM hygiene, follow-ups, templates, and organized documentation.
Tools: Google Workspace, CRM (Asana), LinkedIn Sales Navigator, Retreat Guru, Asana, WhatsApp.
Operating Rhythm
Daily: Prospecting blocks, first calls, proposal drafting, CRM updates.
Weekly: Deal review, forecasting, follow-ups on dormant leads (3–7 day cadences), ops sync for new wins.
Milestones: 60-day and 30-day touchpoints, pre-retreat coordination call, post-retreat closeout and referral program touch.
Compensation & Hours
Remote, 6 hours a day (~30 hrs/week).
Base salary (depending on experience) + Comission
Accelerators for self-sourced wins and over-target performance.
Bilingual (EN/ES) required.
How to Apply
Go to the Google Form and fill out all required fields (CV, contact info, and brief examples of deals you self-sourced and closed).
Only apply if you have prior experience in sales and in sourcing leads to close deals.