Responsibilities

• Develops and executes a comprehensive national event strategy across in-person, virtual, and small-group formats, including tradeshows, partner events, executive roundtables, and speaking engagements.
• Leads end-to-end event planning and execution, including logistics, messaging, presentation alignment, speaker coordination, and post-event performance analysis.
• Partners with sales and marketing leadership to support business development initiatives, including lead generation, nurturing strategies, onboarding support, and account-based marketing (ABM) programs.
• Collaborates cross-functionally to design and execute integrated marketing campaigns that align with company strategy, OKRs, and growth priorities.
• Owns partner and sales team marketing asset development from concept through delivery, ensuring alignment with brand, compliance, and business objectives.
• Manages marketing asset delivery platforms, including asset inventory, organization, and governance to ensure ease of access and scalability.
• Monitors and analyzes asset usage and engagement data to provide reporting, insights, and recommendations on asset effectiveness and optimization.
• Recommends and evolves asset types and formats based on partner needs, performance data, and business objectives.
• Works closely with creative teams to clearly communicate direction, provide feedback, and ensure timely delivery of high-quality marketing materials.
• Contributes to the development and optimization of marketing programs that drive partner engagement, awareness, and pipeline growth.

Requirements

• Minimum 4 years of experience in marketing, with a strong focus on event strategy, B2B marketing, or business development support.
• Demonstrated experience planning and executing national events, tradeshows, and multi-channel marketing initiatives.
• Experience supporting B2B growth strategies, including lead generation, nurturing campaigns, onboarding, and account-based marketing.
• Proven ability to manage marketing asset development and collaborate effectively with creative teams.
• Experience working in mortgage, financial services, or other highly regulated industries preferred.
• Strong understanding of marketing compliance, advertising guidelines, and regulatory considerations.
• Excellent project management skills with the ability to manage multiple priorities and deadlines.
• Strong analytical mindset with the ability to interpret performance data and translate insights into action.
• Highly proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Exceptional communication and interpersonal skills.

Preferred

• Experience working in mortgage, financial services, or other highly regulated industries preferred.
• Self-starter with strong organizational skills and attention to detail.

Benefits

• health, dental, vision, life insurance
• paid time-off benefits
• flexible spending account
• 401(k) with employer match
• ESPP