СШАField Marketing Specialist – North America
2 нед. назад
СШАRemote
Responsible for field marketing activities to build awareness and generate pipeline in North America.
О компании
- is the AI operating system for financial institutions.
- With hundreds of clients and over $30 million raised, is the fast-growing leader in financial agentic automation. Industry leaders like Tokio Marine, Sequoia Financial, and Cerity Partners run their client-facing workflows on , from onboarding and risk assessment to reconciling systems and generating proposals and reports.
- At the center of it all is Robin, our AI operations assistant. Robin scans client documents, configures and deploys workflows, assists users in their day-to-day work, takes notes during meetings, and supports a growing range of operational tasks across the client lifecycle.
- We're building a future where financial operations shift from paperwork, manual data entry, and disconnected systems to intelligent, automated workflows that let firms spend their time on clients instead of process. We're proud to be backed by world-class investors who share that vision, including Portage Ventures, Allstate Ventures, and Index Ventures, among others.
- We're driven by a shared commitment to excellence and velocity. Our values — Own the Problem, Grit Beats Gloss, Say It Straight — shape how we work and grow as a team.
Обязанности
- This is a hands-on role for someone who loves bringing events and programs to life and can manage the details from beginning to end.
- You’ll own the execution of ’s North America field marketing programs — from sponsorships, vendors, booths, attendee communications, and onsite logistics through Sales coordination, lead capture, follow-up, and reporting.
- You’ll partner closely with Sales and Marketing leadership on where we show up and how we maximize each investment, while taking direct ownership of making the programs happen. As you grow in the role, you’ll have the opportunity to take on greater ownership of ’s event strategy — helping determine where we show up, how we invest, and which programs deliver the greatest impact.
- The goal isn’t simply to run great events. It’s to turn them into meaningful conversations with the right accounts, stronger customer relationships, and pipeline.
Требования
- 3–5 years of B2B field marketing or event marketing experience within enterprise SaaS/software
- Demonstrated experience personally owning conferences and events end-to-end — from planning and logistics through onsite execution and follow-up
- Experience working closely with Sales/AEs and understanding how field marketing contributes to awareness, meetings, opportunities, and pipeline
- Experience running a mix of industry conferences and customer/prospect programs such as dinners, roundtables, webinars, or regional events
- Excellent project management and organizational skills, with the ability to manage multiple events, deadlines, vendors, budgets, and stakeholders simultaneously
- Commercial mindset and experience measuring event performance beyond attendance, including MQLs, meetings, qualified opportunities, pipeline, conversion, and ROI
- Proactive, resourceful, and comfortable taking ownership in a fast-moving environment
- Strong communication and cross-functional collaboration skills
- Ability and willingness to travel across North America for conferences and events
Условия
- Competitive compensation and equity
- HRA health plan
- Unlimited PTO
- Retirement: 401(k) plan
- A supportive, low-ego team that values ownership and growth
- Company offsites to connect and recharge
Другое
- As grows across insurance and wealth management, conferences, industry events, and in-person programs are becoming an increasingly important part of how we build awareness, engage enterprise buyers, and generate pipeline.
- We’re hiring a Field Marketing Specialist – North America to own the execution of our growing event and field marketing calendar. You’ll work closely with Sales and Marketing to bring to life at industry conferences, customer and prospect events, executive programs, and other field activations — ensuring every program is well executed and connected to measurable business outcomes.
- Own industry conferences and events end-to-end, including sponsorship coordination, registration, booth and materials, vendors, attendee communications, onsite logistics, and post-event follow-up
- Manage multiple events simultaneously across timelines, budgets, vendors, and internal stakeholders
- Coordinate ’s presence across industry conferences, customer and prospect events, executive dinners, roundtables, webinars, and other field programs
- Partner with internal teams and external vendors to ensure every program is delivered smoothly, on time, and to a high standard
- Travel across North America as needed to support key conferences and events
- Partner closely with Account Executives and Sales leadership to align events with priority accounts, territories, and pipeline goals
- Coordinate pre-event outreach and meeting-booking efforts to ensure Sales gets maximum value from each program
- Manage attendee and lead capture and ensure clear, timely handoff and follow-up after events
- Help create opportunities for Sales to engage prospects and customers through dinners, roundtables, executive programs, and other targeted field activations
- Keep Sales informed on event plans, attendee lists, meetings, leads, and follow-up actions
- Track and evaluate event success across attendance, MQLs, meetings booked, qualified opportunities, sourced and influenced pipeline, and overall event ROI
- Report on program performance and use results and Sales feedback to improve future events and investment decisions
- Identify which events and programs are delivering the strongest engagement and commercial impact
- Help improve and scale our event processes as ’s field marketing program grows
- Experience in fintech, financial services, insurance, or wealth management
- Experience with CRM, marketing automation, lead capture, or event tools such as HubSpot, Salesforce, or similar platforms
- Experience at an early-stage or high-growth B2B SaaS company
- Experience supporting account-based or executive engagement programs