• Support and execute the Vacation® events & sampling program. • Conduct event sampling and partnership outreach in support of weekly KPIs. • Maintain the partnerships & events email inbox by responding to, organizing, and categorizing all inbound inquiries. • Organize and maintain event sampling and partnership contact lists. • Coordinate fulfillment for approved event sampling initiatives (inbound and outbound) and report weekly KPIs. • Escalate larger partnership opportunities to the Marketing team and report weekly KPIs. • Provide project coordination and execution support for larger partnerships and event programs, including timelines, budgeting, creative management, production support and on the ground activation. • PR email inbox management and communication with marketing leads and PR agency to ensure relevant sample and asset requests are escalated in a timely manner. • Continuous process improvement and documentation - standard operating procedures (SOPs), KPI tracking, budget tracking support etc. • Conduct research for brand marketing projects, both online and in person. • Proof consumer facing marketing materials (i.e. product marketing copy, emails, social, retail & events collateral), as assigned. • Assist with the organization of brand marketing assets in Notion. • Provide coordination support on Marketing Ops projects, including meeting scheduling, note-taking, tracking next steps, sharing updates, and supporting fulfillment. • Conduct vendor research and outreach, as assigned. • Create and organize production decks to support marketing initiatives. • Track product inventory and support fulfillment needs, as required. • Provide project management support through Asana organization. • Organize digital archives, templates, and trackers. • Maintain and organize the vendor Rolodex®. • Schedule meetings and take notes, as needed.

• Develop compelling graphics for a variety of mediums, including digital/websites, social, email, presentations, paid media, and print materials. • Prepare and deliver accurate, print-ready and digital-ready files for packaging. • Develop customer-facing presentations, using mostly Google Slides, in collaboration with sales or executives. • Ensure all designs adhere to established brand guidelines and maintain visual consistency across projects. • Create reusable templates for consistent and efficient production workflows. • Stay updated on design trends, tools, and technologies.

• Drive net new customer pipeline and bookings through strategic campaign execution and program management • Execute and manage planned programs and initiatives, including: • Plan, promote, and execute webinars from concept through post-event follow-up • Coordinate and manage in-person events, including conferences, trade shows, Pantheon-hosted events and other field marketing initiatives • Collaborate with digital team members or agencies to execute digital campaigns across multiple channels • Influence content strategy for the Commercial segment, and take a multi-channel approach to promotion of new content assets • Create some content assets, such as webinar decks, verticalized versions of content assets, etc. • Manage one-time and ongoing email campaigns • Implement account-based marketing (ABM) strategies for targeted accounts • Work with media groups and associations to market to their member groups • Work closely with Account Executives (AEs), and channel partners on in-territory initiatives to maximize impact and drive pipeline • Report on program and campaign performance, providing detailed analysis of overall funnel metrics • Make data-driven recommendations on go-to-market (GTM) strategies for the commercial segment on campaign insights and market trends • Manage program-level budgets and ensure optimal allocation of resources across programs • Coordinate with cross-functional teams including product marketing, content, and sales enablement to ensure aligned messaging and execution • Serve as company representative at events, conducting product demonstrations, engaging prospects, and capturing qualified leads for sales follow-up • Manage program/project level budgets

• Build and manage a customer reference program featuring top-tier PE/VC firms • Create compelling case studies showcasing ROI and deal flow acceleration • Coordinate customer speaking opportunities at industry events and webinars • Own our customer advisory board program • Facilitate peer-to-peer networking among customers across different market segments • Drive co-marketing relationships with strategic partners in the private capital ecosystem • Develop joint content initiatives with portfolio companies, service providers, and technology partners • Create partner enablement materials and co-branded resources • Build and track partner referral programs that leverage existing relationships • Identify and engage key thought leaders in private equity, venture capital, and middle market sectors • Collaborate with industry podcast hosts and thought leadership platforms • Coordinate influencer partnerships and thought leadership collaborations • Develop speaking bureau relationships for Affinity executives • Build authentic relationships within the private capital community • Think relationship-first, understanding that in private capital, authentic connections drive everything • Use AI tools for prospect research, content personalization, and relationship mapping • Collaborate with Product Marketing, Demand Generation, Sales, and Customer Success teams • Track program performance including partner-driven pipeline and customer advocacy metrics • Operate with sensitivity to the confidential nature of private capital relationships