Events Lead, Product & Financial Services

Posted 5 days ago

This is a fully remote position, open to applicants in California, +1 more state.

📋 Description

• Take full responsibility for the planning, coordination, and onsite execution of a range of Financial Services and product-oriented events, including Money20/20.

• Convert event goals into comprehensive program plans, audience experiences, timelines, staffing strategies, and success metrics.

• Collaborate with field marketing, demand generation, product marketing, partner marketing, and industry go-to-market teams.

• Create, manage, and monitor event budgets, schedules, risks, and scope adjustments.

• Act as the main point of contact for agencies, vendors, venues, and external partners regarding events.

• Oversee venue selection, vendor management, contracts, catering, audio/visual needs, staffing, run-of-show, and onsite execution.

• Coordinate with stakeholders to ensure assigned programs remain on schedule.

• Maintain event data in event management and CRM systems for registration, lead capture, pipeline attribution, and reporting purposes.

• Lead post-event analysis on pipeline impact, lead generation, engagement, and budget performance.

• Deliver post-event insights, learnings, and recommendations to the Head of AMER Events and relevant go-to-market stakeholders.


⛳️ Requirements

• 4–6 years of experience in event management, ideally within B2B technology, fintech, financial services, payments, or product marketing.

• Proven track record of executing third-party sponsorships and company-hosted events from the planning stage through onsite execution and post-event analysis.

• Exceptional organizational and project management abilities, capable of handling multiple high-stakes events simultaneously.

• Strong communication and stakeholder management skills with marketing, sales, product, and executive audiences.

• Experience in managing event budgets, vendors, agencies, and operational details.

• Ability to thrive in a fast-paced environment with shifting priorities and cross-functional dependencies.


🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance.

• Opportunities for professional development and growth.

• Flexible work environment and schedule.

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