Event Strategy & Portfolio Planning

Manage Addepar’s annual industry events calendar — evaluating which conferences, trade shows, and partner events to attend based on audience fit, pipeline opportunity, and strategic priorities
Define clear objectives and success metrics for each event before committing budget, ensuring every activation has a business case tied to pipeline generation, brand visibility, or account engagement
Partner with GTM and Sales leadership to align the events calendar to territory priorities, target account lists, and key selling moments throughout the year

Booth Strategy & On-site Presence

Own the end-to-end design and execution of Addepar’s booth experience at industry events — from floor layout and messaging to demo flow, staffing, and branded materials
Partner with Product Marketing to ensure demos, messaging and materials are current, differentiated, and relevant to the specific segment attending each event
Manage all booth logistics: vendor coordination, exhibit house relationships, AV, shipping, setup, and teardown

Serve as the central coordinator for all internal stakeholders attending each event ensuring everyone knows the goals, their role, and how to engage effectively on the floor
Build and distribute pre-event briefing materials: target account lists, talking points, demo guides, meeting objectives, and competitive context tailored to each show
Run post-event debrief sessions with GTM teams to capture feedback, assess what worked, and feed insights into future planning

Own the lead capture and follow-up process for every event — form fills to CRM entry, lead routing, and handoff to Sales
Track event performance against defined KPIs: leads generated, pipeline influenced, meetings held, cost per lead, and conversion

Handle all procurement, vendor contracts, invoicing, and compliance submissions on time and within budget
Manage webinar and virtual event execution when required, including platform setup (ON24), dry runs, and pre/post communications
Travel to key events multiple times per quarter — primarily domestically, with occasional international travel for global conferences

5+ years of experience in field marketing, event marketing, or a closely related B2B marketing role — with direct ownership of industry conference strategy and execution
Demonstrated experience managing trade show and conference presence end-to-end: booth design, staffing, logistics, GTM coordination, and post-event reporting
Experience in fintech, wealth management, financial services, or enterprise SaaS strongly preferred
Proven track record of managing event budgets and reporting performance against pipeline and ROI metrics
Knowledge of SFDC, Marketo and On24 preferred