Senior Manager Event Programs

Ocrolus Inc.

4h•$150,000 - $170,000

About The Position

Come build at the intersection of AI and fintech. At Ocrolus, we’re on a mission to help lenders automate workflows with confidence—streamlining how financial institutions evaluate borrowers and enabling faster, more accurate lending decisions. Our AI-powered data and analytics platform is trusted at scale, processing nearly one million credit applications every month across small business, mortgage, and consumer lending. By integrating state-of-the-art open- and closed-source AI models with our human-in-the-loop verification engine, Ocrolus captures data from financial documents with over 99% accuracy. Thanks to our advanced fraud detection and comprehensive cash flow and income analytics, our customers achieve greater efficiency in risk management, and provide expanded access to credit—ultimately creating a more inclusive financial system. Trusted by more than 400 customers—including industry leaders like Better Mortgage, Brex, Enova, Nova Credit, PayPal, Plaid, SoFi, and Square—Ocrolus stands at the forefront of AI innovation in fintech. Join us, and help redefine how the world’s most innovative lenders do business. We’re hiring a Senior Manager, Event Programs to own Ocrolus’ industry events and owned field marketing programs, from large national conferences to curated executive dinners, roadshows, workshops, and regional activations. This role goes beyond logistics: you’ll orchestrate full-funnel programs across marketing and revenue, leverage AI and automation to eliminate busywork and influence across revenue, product and executive teams to create pipeline, accelerate deals, and strengthen customer relationships through world-class events. You are a detail-obsessed event operator and a wide-angle program owner who not only rolls up your sleeves on execution while also owning strategy, measurement, and continuous improvement. You proactively source speaking opportunities, build promotional campaigns, operationalize attendee intelligence, and are relentless about follow-through long after an event concludes. This role owns event and field marketing programs for a specific Ocrolus vertical (SMB or Mortgage), operating with shared standards while developing deep vertical expertise.

Requirements

3 -10 years in B2B event marketing, demand gen, or ABM, plus 3+ years owning major industry conferences.
Proven record of tying events to pipeline and revenue, not just attendance and logistics.
Experience with a modern martech stack: CRMs (e.g., Salesforce and/or HubSpot), marketing automation (e.g., HubSpot), routing & enrichment (e.g., ZoomInfo/Clay), ABM platforms (e.g., 6sense), project management tools (e.g., Asana), sales intelligence tools (e.g., Gong) and OpenAI.
Hands-on experience with LLMs and AI tools (ChatGPT/Claude/Copilot), plus familiarity with automation (Zapier/Workato/Make/n9n), and prompt design extraordinaire.
Strong written communication skills, including briefs and abstracts, landing pages, email copy, and executive-ready recaps.
Strong vendor management and negotiation skills; budget ownership experience.

Responsibilities

End-to-end event ownership
Own Ocrolus’ full event portfolio for an assigned vertical (SMB or Mortgage), including industry conferences, owned field marketing programs (executive dinners, roadshows, workshops, roundtables, customer events), and partner-led activations.
Build the annual event and field marketing strategy and budget aligned to revenue goals, balancing conferences and curated field programs to drive pipeline creation, deal acceleration, and customer expansion.
Define event objectives, KPIs, and attribution models (sourced vs. influenced pipeline, pipeline acceleration, expansion impact) and clearly communicate results to stakeholders.
Maintain an evolving go/no-go decision framework for net-new shows, field formats, and sponsorship tiers, leveraging AI to evaluate ROI, audience fit, and account coverage.
Design high-intent event experiences that go beyond the conference floor that prioritize meetings, executive engagement, and quality conversations over volume.
Own contracts, sponsor deliverables, booth logistics, venues, vendors, swag, and on-site execution; negotiate to maximize value across all event types.
Partner with Sales, Account Management, and Customer Marketing to align on target accounts, regions, and objectives for each event and field program.
Guide agencies and vendors; develop run-of-show, staffing plans, and real-time lead capture and qualification workflows that sync with the CRM in real time.
Build and optimize repeatable event and field marketing playbooks as programs scale.
Speaking & content programs
Proactively source call-for-speakers and paid/earned thought-leadership opportunities at events; make clear recommendations, draft abstracts, and own submissions end-to-end.
Partner with executives, product marketing, and internal SMEs to develop compelling narratives, panels and presentations (in partnership with brand marketing).
Support partner-led events and co-branded activations.
Revenue alignment & AI
Partner with RevOps and Growth to covert attendee lists into action with AI-assisted workflows and clear SLAs
Operationalize pre-event meeting booking and post-event acceleration for both conferences and field programs.
Use AI and data to recommend target accounts, invite lists, and follow-up prioritization, including reviewing large datasets to inform go/no-go decisions.
Collaborate with content, design, growth, and product marketing to deliver cohesive pre- and post-event campaigns.
Own event-related messaging and asset creation (signage, decks, microsites, printed materials, gifting).
Publish 48-hour executive summaries (key accounts touched, hot leads, next actions) and 7/14/30-day pipeline updates; lead post-event retrospectives and optimization.