Senior Associate, Live Events & Experiences
About The Position
Crete Professionals Alliance is seeking a highly organized, relationship-driven, and experience-obsessed team member to design and execute the in-person moments that fuel our growth engine. This hybrid role sits within the Business Development team while partnering deeply with Brand & Marketing to bring the Crete story to life at dinners, roundtables, conferences, tradeshows, and special events across the country. The ideal candidate thrives in fast-paced environments, loves orchestrating meaningful experiences, and can balance logistics with strategy. This person will help Crete nurture relationships with prospective partner firms, support BD roadshows, activate our brand at industry events, and ensure every live moment reinforces why Crete is one of the fastest-growing accounting platforms in the country.
Requirements
- 5+ years in event coordination, experiential marketing, business development support, or conference/tradeshow management.
- Strong project management and organizational skills; able to manage multiple events simultaneously.
- Ability to represent Crete professionally and warmly when interacting with current and prospective partners.
- Comfortable with CRM systems (Affinity, HubSpot preferred).
- Exceptional attention to detail with strong follow-through and communication skills.
- Ability to travel frequently for events and conferences.
- A proactive, positive, relationship-first mindset.
Nice To Haves
- Experience in accounting, financial services, or other professional services industries is a strong plus.
Responsibilities
- Partner with the BD team to plan, coordinate, and execute events that build relationships and generate partner-firm opportunities, including dinners, sporting events, happy hours, and roundtables.
- Manage logistics including reservations, invitations, RSVPs, travel coordination, agendas, and onsite execution.
- Collaborate with Brand & Marketing to develop presentation materials, leave-behinds, event SWAG, and elevated branded experiences.
- Track event performance, target engagement, and ROI; deliver clear post-event reporting and recommendations.
- Own Crete’s presence at accounting and industry conferences from start to finish.
- Register Crete and partner firm attendees, coordinate travel, and manage on-site schedules.
- Lead booth production, setup, and teardown, ensuring a polished and modern experience with support from internal teams.
- Manage SWAG inventory, giveaways, raffles, signage, and all experiential elements.
- Partner with Brand & Marketing on presentation materials, speaking sessions, keynote preparation, and panel support.
- Review attendee lists to identify prospective partner firms.
- Assist BD in outreach to schedule meetings, coffees, dinners, and networking touchpoints before and during events.
- Maintain accurate records of all prospects, meetings, and interactions.
- Enter, update, and maintain lead information in Affinity, HubSpot, and other CRM tools.
- Track event metrics including attendance, target engagement rates, and BD pipeline influence.
- Provide post-event analysis with insights and recommendations for future improvements.
- Serve as the connective tissue between Business Development and Brand & Marketing.
- Ensure event experiences reflect Crete’s brand standards, messaging, tone, and story.
- Work closely with Growth Ops, Regional VPs, and partner firm leaders as needed for planning and execution.
Benefits
- Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
- Company-Paid Life and Long-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance and short-term disability options
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
