Senior Specialist Market Operations

Automated Financial Systems, LLC•Exton, PA

About The Position

This is an opportunity to have broad visibility across marketing and sales, collaborate with senior leaders and subject-matter experts, and help build a more connected and scalable marketing organization. Success means AFS delivers outstanding events, which drive top of funnel lead capture and bottom of funnel conversion, follows through on every valuable connection, preserves critical institutional knowledge, and gives each marketing function the coordination and support it needs to succeed.

Requirements

5+ years of experience in marketing communications, events, proposals, program coordination, or a related B2B function.
Experience coordinating conferences, trade shows, webinars, customer programs, or executive events.
Strong project-management, vendor-management, and organizational skills.
Strong writing, editing, proofreading, and content-support capabilities.
Experience working with technical SMEs and translating complex information clearly.
Experience coordinating RFPs, proposals, presentations, or sales materials.
Familiarity with websites, HubSpot, Salesforce, event systems, or similar tools.
Ability to manage multiple programs, deadlines, vendors, and stakeholders simultaneously.
A proactive approach to identifying needs, solving problems, and improving processes.

Nice To Haves

Experience in financial technology, banking, commercial lending, or enterprise software preferred

Responsibilities

Lead the end-to-end execution of conferences, trade shows, webinars, executive dinners, roundtables, advisory councils, and other approved AFS events.
Develop event briefs, budgets, timelines, checklists, staffing plans, and measures of success.
Serve as the primary contact for conference organizers, venues, hotels, booth vendors, printers, caterers, audiovisual providers, and other event partners.
Coordinate sponsorships, registrations, contracts, invoices, booth design, signage, collateral, merchandise, shipping, meeting rooms, travel requirements, and onsite logistics.
Organize internal attendees, booth staffing, customer and prospect meetings, presentations, and executive schedules.
Manage onsite execution and respond quickly to vendor, technology, shipping, staffing, or scheduling needs.
Partner with Sales and Demand Generation to create an effective lead-capture and follow-up process for every event.
Ensure event leads, meeting notes, scanner records, and business cards are consolidated, entered into the appropriate systems, and routed to the right owners.
Track follow-up so that high-value conversations continue after the event.
Prepare concise post-event reports covering attendance, meetings, leads, costs, results, and lessons learned.
Maintain event records, vendor relationships, reusable assets, inventories, and a repeatable event playbook.
Recommend new ideas that improve attendee engagement, booth traffic, meeting generation, and the overall AFS event experience.
Contribute to content development in partnership with Brand and Content, Product Marketing, and marketing leadership.
Gather source material, historical context, product information, and SME input for blogs, articles, newsletters, customer communications, presentations, event materials, and sales-support content.
Support first drafts, updates, repurposing, and revisions based on established briefs and priorities.
Review and edit materials for product accuracy, clarity, consistency, grammar, and alignment with approved messaging.
Bring valuable legacy product and company knowledge to the content-development process.
Coordinate SME reviews, approvals, deadlines, and publication.
Publish approved website and digital-content updates.
Maintain organized libraries of approved content and reusable assets.
Serve as a trusted resource on AFS products, customers, terminology, historical programs, existing materials, vendors, and internal stakeholders.
Help onboard new marketing team members by connecting them with relevant resources, processes, and subject-matter experts.
Document institutional knowledge so it can be shared and used across the department.
Help team members understand which content and resources already exist, where to find them, and whether they remain current.
Support the transition of established programs and responsibilities to new functional owners.
Help connect AFS’s history and expertise with the company’s evolving marketing strategy.
Strengthen collaboration by making information, relationships, and resources easier for the entire team to access.
Own and maintain the centralized marketing calendar.
Provide visibility into marketing priorities, programs, events, deadlines, and key deliverables.
Track approvals, dependencies, action items, and responsible owners across marketing initiatives.
Coordinate agendas, materials, and follow-up for marketing meetings.
Coordinate RFPs, RFIs, proposals, presentations, and related sales materials.
Maintain organized content, proposal, event, and marketing-asset repositories.
Provide administrative support within HubSpot, Salesforce, website platforms, and event systems.
Support campaigns, vendor programs, and special initiatives in partnership with the appropriate functional owner.
Anticipate execution needs, identify potential bottlenecks, and help the team keep important work moving.
Recommend templates, processes, and tools that improve efficiency and coordination.
Use approved AI tools to accelerate research, initial drafts, editing, summarization, and administrative work.
Review AI-assisted materials for accuracy, confidentiality, product terminology, and editorial quality.
Identify opportunities to improve repeatable processes through templates, automation, and AI-enabled workflows.
Help the Marketing team adopt efficient working practices while maintaining AFS’s quality standards.