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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in end-to-end event management, including planning, execution, and post-event analysis, particularly within the Financial Services and fintech sectors. Proficient in budget management, stakeholder coordination, and utilizing event-management tools to drive successful outcomes.
Highest-signal resume keywords
Event Management ExperienceBudget ManagementStakeholder CoordinationSalesforce ProficiencyExperience with Event-Management Platforms
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Event PlanningProject ManagementBudget TrackingVendor CoordinationOnsite ExecutionPost-Event ReportingLead GenerationAudience Experience DesignRisk ManagementTimeline Management
Soft Skills
Organizational SkillsCommunication SkillsStakeholder ManagementAdaptabilityCollaboration
Tools & Technologies
SalesforceSplashCventEvent-Management PlatformsCRM Systems
Industry Keywords
Financial ServicesFintechB2B TechnologyPaymentsProduct MarketingMoney20/20MRCMAGThird-Party SponsorshipsCompany-Hosted Events
About the role
Key responsibilities & impact- Own end-to-end planning, coordination, and onsite execution for Financial Services and product-focused third-party and first-party events, including Money20/20.
- Translate event objectives into program plans, audience experiences, workbacks, staffing plans, and success measures.
- Partner with field marketing, demand generation, product marketing, partner marketing, and industry go-to-market teams.
- Develop, manage, and track event budgets, risks, timelines, and scope tradeoffs.
- Serve as the primary event contact for agencies, vendors, venues, and external partners.
- Manage venue sourcing, vendor coordination, contracts, catering, audio/visual, staffing, run-of-show, and onsite execution.
- Coordinate stakeholders and keep assigned programs on track.
- Maintain event data in event-management and CRM systems for registration, lead capture, pipeline attribution, and reporting.
- Lead post-event reporting on pipeline influence, lead generation, engagement, and budget performance.
- Present findings, learnings, and recommendations to the Head of AMER Events and GTM stakeholders.
Requirements
What you’ll need- 4–6 years of event-management experience, preferably in B2B technology, fintech, financial services, payments, or product marketing.
- Demonstrated experience delivering third-party sponsorships and company-hosted events from planning through onsite execution and post-event reporting.
- Strong organizational and project-management skills, with the ability to manage multiple high-stakes events concurrently.
- Excellent communication and stakeholder-management skills across marketing, sales, product, and executive audiences.
- Experience managing event budgets, vendors, agencies, and operational details.
- Comfort operating in a fast-paced environment with evolving priorities and cross-functional dependencies.
- Proficiency with Salesforce and event-management platforms such as Splash, Cvent, or comparable tools is preferred.
- Experience producing Financial Services, fintech, payments, or product-marketing events is preferred.
- Familiarity with Money20/20, MRC, and MAG is preferred.
- Experience supporting executive-level programs is preferred.