Event Marketing Specialist

TL;DR

Event Marketing Specialist (Events): Own end-to-end logistics and execution for 25+ industry conferences and regional events per year with an accent on pre- and post-event campaigns, lead processing, and automation. Focus on maximizing event ROI through AI-driven workflows, vendor coordination, and performance reporting.

Location: US-based (inferred from 401k and health benefits); willingness to travel 6-8 times per year for conferences and internal events

Company

#1 rated CRM software for financial advisors, serving thousands with AI-powered tools for client management and team collaboration.

What you will do

• Own logistics for ~25 conferences and regional events: registrations, booth setup, shipping, swag, travel, and on-site execution.
• Execute pre-event campaigns for on-site meetings via email outreach, social promotion, and sales coordination.
• Run post-event follow-ups to convert leads: processing, nurture sequences, and sales handoffs.
• Process and upload leads to Salesforce with proper attribution.
• Manage internal events like annual offsite and sales kickoff.
• Build automated workflows for checklists, vendor comms, lead processing, and reporting using AI.
• Track event performance, budget, and ROI; research new opportunities.

Requirements

• At least 2 years experience in event coordination, marketing ops, or project management (B2B SaaS a plus).
• Exceptional organizational skills and proactive problem-solving.
• Comfort with AI tools (Claude, ChatGPT) for automation, communications, and data processing.
• Experience with Salesforce, Google Sheets, Slack, and project tools.
• Strong written communication.
• Willingness to travel 6-8 times per year.

Nice to have

• B2B event or trade show coordination.
• Automation tools like Zapier or Make.
• Advanced AI usage initiative.
• Salesforce campaign attribution knowledge.
• Vendor management and contract negotiation.

Culture & Benefits

• Competitive salary.
• Comprehensive health plan.
• 401k plan.
• Paid time off.
• Weekdays during business hours.