Responsibilities

• Event Planning & Execution. Own the end-to-end planning and execution of ChartRequest's presence at trade shows, healthcare conferences, regional summits, and company-hosted events (8–12 events per year). Manage logistics, vendor relationships, booth setup, travel coordination, and on-site staffing.
• Pipeline & Lead Generation. Partner with the Sales team to develop pre-event outreach campaigns, on-site engagement strategies, and post-event follow-up sequences designed to drive qualified pipeline. Track and report on event-sourced leads, opportunities, and closed revenue.
• Budget Management & ROI Tracking. Develop, own, and report on the event marketing budget. Analyze cost-per-lead, cost-per-opportunity, and overall event ROI to inform future investment decisions. Present findings at Customer Acquisition Committee meetings.
• Brand Representation & Activation. Ensure ChartRequest is consistently and compellingly represented at every event. Collaborate with Marketing and Design to produce booth materials, collateral, branded swag, and presentations that reinforce our market position.
• CRM & Marketing Operations. Capture, log, and track all event contacts in HubSpot. Ensure seamless handoffs to Business Development and Client Services teams. Leverage data insights to continuously refine targeting and engagement strategies.
• Industry & Community Presence. Build and maintain relationships with key healthcare associations, conference organizers, and industry communities in the Southwest and nationally. Identify and evaluate new event opportunities aligned with ChartRequest’s growth markets.
• Cross-Functional Collaboration. Participate in weekly LVL10 Sales and Customer Acquisition meetings. Collaborate with Product and Client Services teams to ensure event messaging aligns with current solutions and client success stories.
• ChartRequest PATH. Demonstrate consistent commitment to the PATH. Be a polite and respectful problem solver. Hold yourself accountable, act as a trustworthy team player, and be genuinely helpful to teammates, clients, and all stakeholders in the ChartRequest ecosystem.