Field Operations Specialist

Exotel; Gurugram District; On-site; INR 800,000 - 1,300,000; Full time

Job summary

Exotel is seeking a detail-oriented Field Marketing Operations specialist to manage operational and technical aspects of field marketing initiatives. You will support events, trade shows, roundtables, VIP dinners, and ABM programs, ensuring seamless execution, lead capture, and pipeline tracking.

Collaborate with Marketing, Sales, SDRs, Vendors and RevOps to drive efficient field activations with measurable business impact.

Qualifications

• 2-4 years of experience in field marketing operations, event marketing, B2B marketing operations or a related role.
• Experience coordinating B2B events, trade shows, executive engagements or regional marketing activations.
• Strong project management, vendor coordination, budgeting and execution skills.
• Familiarity with CRM and marketing automation platforms such as Salesforce, HubSpot or Marketo.
• Understanding of lead management, campaign attribution, lead routing and marketing-to-sales workflow.
• Experience tracking campaign performance and preparing reports using CRM data, spreadsheets or dashboards.
• Strong organisational skills, attention to detail and the ability to manage multiple initiatives simultaneously.
• Excellent communication and stakeholder management skills.

Responsibilities

• Coordinate end-to-end logistics for regional field events, trade shows, industry conferences, executive roundtables and VIP client engagements.
• Manage event timelines, registrations, venue arrangements, vendor coordination, collateral, and on-ground execution.
• Support ABM initiatives through account and attendee targeting, event engagement tracking and post-event follow-ups.
• Ensure accurate lead capture and timely transfer of event-generated leads to the Sales and SDR teams.
• Track regional field marketing budgets, event expenses and campaign costs.
• Coordinate with vendors, agencies, venues and event partners to ensure timely delivery and cost efficiency.
• Manage purchase orders, invoices, expenses reconciliation and budget reporting.
• Maintain event documentation, vendor records and operational checklists.
• Track event registrations, attendance, target-account engagement, lead generation and follow-up completion.
• Monitor event-sourced pipeline, opportunity conversion, Cost per Lead and Campaign ROI.
• Prepare post-event reports highlighting performance, spend, lead quality, and opportunities for improvement.
• Identify process gaps and recommend improvements to increase operational efficiency and event effectiveness.

Skills

Field marketing operations

Budgeting

Vendor coordination

Project management

CRM platforms (Salesforce, HubSpot, or

Lead management & attribution

Analysis & reporting

Stakeholder management

Tools

Salesforce

HubSpot

Marketo

Job description

Exotel is one of Asia's largest customer communication platforms. We are on a mission to move enterprise customer communication to the cloud. In 2020, we powered over 4 billion calls and connected over 320 million people. We work with some of the most innovative companies such as Ola, Swiggy, Zerodha, Whitehat Jr, Practo, Flipkart, GoJek, etc. We also power customer communication for some of the top banks in the country. Join us on this journey to improve how companies approach customer communication.

About the Role:

We are looking for a detail-oriented and execution-focused Field Marketing Operations specialist to manage the operational and technical aspects of field marketing initiatives.

You will support events, trade shows, execution roundtables, VIP client dinners and account-based marketing programs, ensuring seamless execution and planning through lead capture, follow-ups and pipeline tracking.

By working closely with Marketing, Sales, SDRs, Vendors and RevOps, you will ensure that every field activation is operationally efficient, well-coordinated and measurable in terms of business impact.

What will you do:

1. Field Event and ABM Operations

• Coordinate end-to-end logistics for regional field events, trade shows, industry conferences, executive roundtables and VIP client engagements.
• Manage event timelines, registrations, venue arrangements, vendor coordination, collateral, and on-ground execution.
• Support ABM initiatives through account and attendee targeting, event engagement tracking and post-event follow-ups.
• Ensure accurate lead capture and timely transfer of event-generated leads to the Sales and SDR teams.

2. Budget and Vendor Management

• Track regional field marketing budgets, event expenses and campaign costs.
• Coordinate with vendors, agencies, venues and event partners to ensure timely delivery and cost efficiency.
• Manage purchase orders, invoices, expenses reconciliation and budget reporting.
• Maintain event documentation, vendor records and operational checklists.

3. Analytics and Performance Reporting

• Track event registrations, attendance, target-account engagement, lead generation and follow-up completion.
• Monitor event-sourced pipeline, opportunity conversion, Cost per Lead and Campaign ROI.
• Prepare post-event reports highlighting performance, spend, lead quality, and opportunities for improvement.
• Identify process gaps and recommend improvements to increase operational efficiency and event effectiveness.

What are we looking for:

• 2-4 years of experience in field marketing operations, event marketing, B2B marketing operations or a related role.
• Experience coordinating B2B events, trade shows, executive engagements or regional marketing activations.
• Strong project management, vendor coordination, budgeting and execution skills.
• Familiarity with CRM and marketing automation platforms such as Salesforce, HubSpot or Marketo.
• Understanding of lead management, campaign attribution, lead routing and marketing-to-sales workflow.
• Experience tracking campaign performance and preparing reports using CRM data, spreadsheets or dashboards.
• Strong organisational skills, attention to detail and the ability to manage multiple initiatives simultaneously.
• Excellent communication and stakeholder management skills.

Nice to have:

• Experience in B2B SaaS, CPaaS, CCaaS, UCaaS or enterprise technology.
• Exposure to Account-Based Marketing and Enterprise field marketing programs.
• Familiarity with LinkedIn Sales Navigator, event management platforms, and marketing analytics tools.
• Experience collaborating with SDRs, Marketing Operations and RevOps teams.
• Experience supporting regional or multi-city marketing programs in growing SaaS organisations.

Success Metrics:

• Successful and timely execution of field events and regional activations.
• Event-generated leads and engagement from target accounts.
• Event sourced pipeline and opportunity conversion.
• Budget adherence and cost efficiency across field marketing initiatives.
• Accuracy of campaign data, attribution and post-event reporting.