Key Responsibilities:

Event Strategy & Planning

• Define the annual event calendar aligned to revenue targets and buyer personas.
• Select the right mix of industry conferences, regional roadshows, partner events, and bespoke experiences.
• Build event briefs with positioning, goals, target accounts, and success metrics.

Execution & Logistics

• Own end-to-end project management: venue/vendor sourcing, contract negotiation, run-of-show, staffing, shipping, and on-site oversight.
• Ensure brand consistency across booth design, signage, swag, and digital assets.
• Manage budgets, timelines, and post-event reconciliations.

Cross-Functional Alignment

• Partner with Product Marketing to craft compelling narratives and demos.
• Work with Sales to drive pre-show outreach, on-site meetings, and post-show follow-up cadences.
• Coordinate with Customer Success to secure client speakers and success stories.
• Work with social media manager to promote the brand presence.

Measurement & Optimization

• Set KPIs (MQLs, SALs, pipeline, influenced revenue) and track performance in Salesforce and

• marketing-automation platforms.
• Analyze results, surface insights, and continually refine event mix and tactics for higher ROI.

Relationship Building

• Cultivate relationships with industry associations, vendors, media, and partners—especially within the banking and credit-union ecosystem.
• Negotiate premium placement, speaking slots, and co-marketing opportunities.

What You Bring:

• 5+ years of field or event-marketing experience in a B2B SaaS environment.
• Financial-services focus: demonstrable success running conferences and regional events targeting banks or credit unions (or adjacent fintech audiences) a plus.
• Mastery of event tech stack—e.g., HubSpot, Salesforce—and proficiency with  virtual/hybrid event formats.
• Proven track record of translating events into pipeline and revenue; data-driven mindset with comfort presenting metrics to executives.
• Stellar vendor-management and negotiation skills; ability to manage multiple projects and budgets concurrently.
• Strong written and verbal communication skills; polished on-stage presence a plus.
• Willingness to travel ≈ 25 % (peaks around major conferences

• ).

Nice-to-Have:

• Existing network within credit-union associations (e.g., CUNA, NAFCU) and key trade-show organizers. 
• Experience coordinating user conferences or product-launch roadshows.
• Familiarity with webinar production and podcast/live-stream formats.

Compensation

Total compensation is expected to be between $100,000–$130,000, including a performance-based component. Actual compensation may vary depending on experience and location.