Events Activation Sr Specialist

BDO USA; San Francisco (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

ESOP participation

Total Rewards benefits

Job summary

BDO USA’s Events Activation team in San Francisco seeks a Senior Specialist to coordinate live and online events, shaping every detail from strategy to execution for clients and prospects. You will work with cross-functional teams and vendors to deliver branded experiences that align with go-to-market goals.

The role requires four or more years in marketing/event planning, a HS diploma (Bachelor preferred), and strong Microsoft Office skills with CRM familiarity.

Qualifications

• High School Diploma or GED is required.
• Bachelor’s Degree in Business Administration or Marketing preferred.
• Four or more years in marketing/event planning/administrative roles.
• Experience in accounting, financial consulting, or banking industries preferred.

Responsibilities

• Owns communication and logistics throughout planning.
• Collaborate with Events Activation for cross-firm events.
• Understand contractual language for meetings and events.
• Negotiate with vendors for best value.
• Manage event budget and cost estimates.
• Oversee audio-video production from concept to final.
• Develop success measures and post-event evaluations.
• Coordinate invitation and registration.
• Provide on-site supervision when needed.
• Post-event duties including expenses, invoicing, and evaluations.
• Champion the BDO brand in event marketing.

Skills

Event planning

Budget management

Vendor negotiation

Project coordination

Microsoft Office

CRM experience

Education

High School Diploma or GED

Bachelor's Degree in Business Administration or Marketing

Tools

CRM software

Job description

JOB DESCRIPTION

The Events Activation team, as part of the Marketing Activation Center of Excellence (CoE), is a virtual center of marketing professionals with specialized knowledge delivering extraordinary results from strategy to consultation and planning to execution. We help our internal clients develop a clear vision for live and online events aligned with their go-to-market growth goals and personalized for their targeted audiences. We work to create seamless, signature, unforgettable BDO-branded experiences using proven marketing strategies and innovative ideas.

Job Summary

The Events Activation team, as part of the Marketing Activation Center of Excellence (CoE), is a virtual center of marketing professionals with specialized knowledge delivering extraordinary results from strategy to consultation and planning to execution. We help our internal clients develop a clear vision for live and online events aligned with their go-to-market growth goals and personalized for their targeted audiences. We work to create seamless, signature, unforgettable BDO-branded experiences using proven marketing strategies and innovative ideas. We aim for excellence by providing sound advice with a focus on quality and detail and we prove it every day with thoughtful and exceptional service. One client, one event, one experience at a time. The Events Activation Senior Specialist is responsible for coordinating and planning exceptional BDO-branded live and online event interactions for our clients, contacts and prospects and driving and monitoring related activities with firm and account teams’ business and go-to-market strategies. He/she manages the end-to-end planning and execution process for clients working with and leveraging team members and vendors for successful day-of delivery.

Job Duties

• Owns the communication and logistics throughout the planning process
• Works closely with Events Activation colleagues to create opportunities for cross-firm collaboration in events
• Possesses knowledge of contractual language as it pertains to meetings and events
• Negotiates with vendors to achieve maximum value for the best product and services
• Oversees the event budget and ensures accuracy in developing estimates, working and actual spends
• Handles all event audio-video production from creative concept to final production
• Helps to develop success measures and evaluate all events again objectives, recommending areas for improvement
• Coordinates and leads the invitation and registration process
• Offers on-site supervision or transition as necessary
• Performs post-event duties such as expense processing, invoice reconciliation, evaluations, sharing feedback with Events Activation team, marketing colleagues, and other stakeholders
• Champions the BDO brand in all event marketing activities
• Other duties as required

Supervisory Responsibilities

• N/A

Education

• High School Diploma or GED, required
• Bachelor’s Degree in Business Administration, or Marketing, preferred

Qualifications, Knowledge, Skills and Abilities:

• High School Diploma or GED, required
• Bachelor’s Degree in Business Administration, or Marketing, preferred

Experience

• Four (4) or more years of marketing/event planning/administrative experience, required
• Experience working in the Accounting, Financial Consulting, Business Advisory and/or Banking Industries, preferred

License/Certifications

• N/A

Software

• Proficient in the use of Microsoft Office Suite, required
• CRM experience, preferred

Language

• N/A

Other Knowledge, Skills, & Abilities

• Strong planning, managing, and coordinating skills
• Ability to successfully multi-task while working independently or within a team environment
• Excellent organizational and project management skills
• Active listener and interpreter enabling him/her to transform the client’s thoughts into reality
• Ability to understand the context of the event and the type of guests attending
• Experience planning budgets, negotiating, and communicating with clients
• Critical thinker and problem solver
• Travel up to 20% of the time, as needed

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

National Range: $70,000 - $90,000

Colorado Range: $70,000 - $90,000

Maryland Range: $70,000 - $90,000

NYC/Long Island/Westchester Range: $70,000 - $90,000

About Us

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits.

• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

BDO USA, P.A. is an EO employer M/F/Veteran/Disability