Responsibilities

• Own the event strategy for all of Optum Financial, partnering with B2B Marketing leaders across both groups to align events to company goals, priorities, and budgets; own and maintain the master event calendar across business lines
• Establish standardized event processes, playbooks, and attendee expectations, giving teams and stakeholders clear visibility into status and ownership
• Own the events budget across Optum Financial - annual planning and forecasting, allocation across business lines, sponsorship negotiation and contract management, variance reporting to leadership, and ongoing governance
• Evaluate event opportunities against audience, business objectives, past performance, cost, and capacity; field internal appearance requests and develop briefs; define how Optum Financial shows up at each event across formats such as booth presence, speaking opportunities, client dinners, and hosted experiences
• Define event objectives, success metrics, and experience requirements with marketing, sales, and business stakeholders, and lead full-lifecycle project management across overlapping events: plans, timelines, milestones, playbooks, and sponsorship and exhibitor requirements
• Serve as the day-to-day point of contact on events, supporting readiness, clear logistics, and clean handoffs; develop "know before you go" guides and lead pre-event readiness meetings to align sales attendees on logistics, messaging, and goals
• Coordinate event assets (booth design, collateral, and promotional materials) with creative and marketing teams and event organizers; manage external vendor relationships and attendee, speaker, and partner communications
• Manage post-event lead capture and ROI tracking through the funnel, with report-outs pairing quantitative results with attendee feedback to inform future investment; coordinate closeout, internal reporting, and after-event reviews
• Operate within UnitedHealth Group event governance in partnership with the Events Center of Excellence, ensuring proper documentation, approvals, and compliance