Responsibilities

• Manage Addepar’s annual industry events calendar — evaluating which conferences, trade shows, and partner events to attend based on audience fit, pipeline opportunity, and strategic priorities
• Define clear objectives and success metrics for each event before committing budget, ensuring every activation has a business case tied to pipeline generation, brand visibility, or account engagement
• Partner with GTM and Sales leadership to align the events calendar to territory priorities, target account lists, and key selling moments throughout the year
• Own the end-to-end design and execution of Addepar’s booth experience at industry events — from floor layout and messaging to demo flow, staffing, and branded materials
• Partner with Product Marketing to ensure demos, messaging and materials are current, differentiated, and relevant to the specific segment attending each event
• Manage all booth logistics: vendor coordination, exhibit house relationships, AV, shipping, setup, and teardown
• Serve as the central coordinator for all internal stakeholders attending each event ensuring everyone knows the goals, their role, and how to engage effectively on the floor
• Build and distribute pre-event briefing materials: target account lists, talking points, demo guides, meeting objectives, and competitive context tailored to each show
• Run post-event debrief sessions with GTM teams to capture feedback, assess what worked, and feed insights into future planning
• Own the lead capture and follow-up process for every event — form fills to CRM entry, lead routing, and handoff to Sales

Requirements

• 5+ years of experience in field marketing, event marketing, or a closely related B2B marketing role — with direct ownership of industry conference strategy and execution
• Demonstrated experience managing trade show and conference presence end-to-end: booth design, staffing, logistics, GTM coordination, and post-event reporting
• Proven track record of managing event budgets and reporting performance against pipeline and ROI metrics
• Experience in fintech, wealth management, financial services, or enterprise SaaS strongly preferred
• Knowledge of SFDC, Marketo and On24 preferred

Preferred

• Experience in fintech, wealth management, financial services, or enterprise SaaS strongly preferred
• Knowledge of SFDC, Marketo and On24 preferred