Marketing Event Operations Coordinator

• Work in close partnership with appointed teams execute the organization's conference and events calendar with focus on ensuring an optimal corporate brand presence brand and sales goals delivering high quality leads and pipeline generation and/or deepening engagement with clients and assessing and maximizing ROI in partnership with marketing events + experiences team leadership
• Create and deliver a ROS project plan for each event to include pre and post event key deliverables tactics timelines and measurable results helping to ensure alignment to clear strategic business goals and targets
• Be the point of contact for set-up troubleshooting and breakdown during events (virtual or onsite)
• Track event budgets and ensure expenses are within allocated limits
• Develop and document standard operating procedures (SOPs) for all event types building repeatable workflows for trade shows executive meetings client forums etc.
• Create and maintain centralized project management systems
• Align with the marketing and sales teams' direction and CRM platform capabilities to identify maintain and deliver quantitative and qualitative report updates and dashboards on conference and events
• Manage the events experience digital platform vendor relationship
• Serve as the team's liaison to find efficiencies and implement best practices for conference execution audience alignment lead generation campaign connection points speaker plan content coordination collateral website and registration and attendee experience improvements
• Manage outside vendor relationships and internal partnerships for administrative needs event logistics and shipping materials
• Work closely with marketing team to ensure successful event administration and logistics before during and after events including (but not limited to) event registration space/booth selection space setup and breakdown booth and/or collateral needs signage catering support name tags signage and vendor support
• Manage to budget and internal approval process including cross‐functional approvals from sales product client service and legal teams when required and as needed
• Other duties as assigned

• 3-5 years of experience in event planning sales and marketing project management or comparable experience
• Bachelor's degree in communications marketing or business preferred

• Familiarity and use of AI tools and platforms for organizing scaling managing and optimizing corporate event performance
• Ability to proactively analyze problem-solve and make quick sound decisions
• Attention to detail and quality assurance
• Strong verbal and written communication skills
• An affinity for accuracy and efficiency
• Proficiency in Microsoft Word Outlook PowerPoint and Teams
• An aptitude for prioritization and multi-tasking
• Strong collaboration and project management skills
• Experience with Salesforce CRM preferred
• Strong organization skills with a drive to meet deadlines

• Ability to travel as or if needed
• Occasionally lifts up to 25 pounds
• Prolonged periods of sitting at a desk and working on a computer

What We Do

Inspira Financial provides health wealth retirement and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients representing over $62 billion in assets Inspira works with thousands of employers plan sponsors recordkeepers TPAs and other institutional partners — helping the people they care about plan save and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services health savings accounts emergency savings funds custody services and more. Learn more at inspirafinancial.com.

Why Work With Us

Inspira Financial is a leading financial services company offering specialized financial wellness solutions to employers institutions advisors and individuals.

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