• Lead the planning and execution of events ranging from 30+ attendees to 2,000+ participants • End-to-end event management including sourcing, planning, execution, and post-event evaluation • Develop and manage all aspects for assigned divisional meetings, approx. 40-80 a year • Coordinate all event details including attendee communications, registration, air and ground travel, hotel accommodations, agenda development, food and beverage, audio visual • Manage assigned business unit and/or additional projects as assigned • Define appropriate budget with financial partners and execute within that established budget • Ensure timely and accurate reconciliation of all invoices • Establish relationships with immediate team and internal customers for successful planning and implementation

• Develop and execute a comprehensive field marketing and events strategy aligned with revenue and pipeline goals. • Identify and prioritize in-person and virtual events—including conferences, trade shows, hosted events, and webinars—that drive high-quality lead generation. • Own the end-to-end execution of events, including messaging, sponsorships, vendor management, logistics, onsite facilitation, and overall brand presence. • Partner closely with Sales to define target accounts, coordinate outreach, and ensure timely, strategic follow-up. • Collaborate cross-functionally with Product Marketing, Demand Generation, Business Development, and Customer Marketing to integrate events into broader campaigns. • Lead webinar strategy and execution, including topic development, promotion, moderation, and post-event engagement. • Manage lead capture, segmentation, CRM tracking, and marketing automation workflows to ensure data integrity and effective nurturing. • Measure and report on event performance, including lead quality, engagement, conversion rates, pipeline influence, and revenue impact, continuously optimizing strategy to improve ROI. • Align with leadership on budget planning, performance expectations, and overall event investment strategy.

• Assist in planning and executing PLM’s Vision Dinners, including logistics, speaker coordination, guest communication, venue negotiations, volunteer coordination, table host recruitment oversight, and timelines. • Manage RSVP tracking, table assignments, seating, check-in, and financial partner experience flow. • Coordinate event volunteers and staff roles to ensure smooth and professional execution. • Support follow-up strategies to maximize post-event engagement and long-term financial partner cultivation. • Help coordinate other, smaller financial partner events throughout the year (table host update dinners, namestorming parties, etc.) • Overseeing event logistics, including venue coordination and event materials. • Maintain detailed records of partner interactions in CRM and Google Sheets, keeping donor databases and contact lists up to date. • Maintain consistent messaging and branding across all donor communications, keeping in alignment with the Executive Director’s vision and communication style. • Serve as a point of contact for inquiries via phone and email, maintaining professionalism and warmth. • Monitor and respond to emails and calls, providing timely and thoughtful responses. • Assist with general administrative duties, including data entry, document preparation, and CRM management related to key partner events and the Vision Dinner. • Support leadership and development efforts by performing additional administrative tasks as needed.

• Identify target audiences and develop segmentation strategies based on attendee personas. • Create and implement audience acquisition campaigns to promote and drive event registration and attendance. • Collaborate with the cross-functional teams to map out tasks and set expectations for audience engagement. • Develop the campaign strategy and creation of promotional content across web, email, digital, and social. • Partner with the content team to develop clear value propositions and messaging that effectively communicate the benefits of our events. • Ensure all promotional materials align with brand standards by collaborating with internal creative teams. • Collaborate with Field Marketing, Sales, and Sales Enablement leads to equip internal teams with effective tools and information to drive event registration and attendance. • Develop sales tools, internal communication plans, and strategies to engage and activate sales to drive registration to events. • Lead post-event follow-up strategy and plan in partnership with Marketing Operations, SDR Teams, Campaigns, and Field Marketing. • Analyze event performance metrics, including MQLs (Marketing Qualified Leads), pipeline contributions, attendance rates, and engagement. • Collaborate with the analytics team to assess the effectiveness of event campaigns and identify areas for improvement. • Prepare and present reports on campaign outcomes to inform future event strategies and adjustments. • Provide cross-functional support for the broader Events Team portfolio, contributing to the success of various global event initiatives as needed.