Events Specialist: Member Engagement & Experiences

XY Planning Network; Bozeman (MT); On-site; USD 53,000 - 62,000; Full time

Benefits offered by this job

Stock Ownership Plan (ESOP)

Unlimited vacation

Health insurance w/ employer contrib.

401(k) with match

Parental leave

Company laptop

Job summary

XY Planning Network is seeking an Events Specialist to plan, coordinate, and execute member experiences across XYPN LIVE, Retreats, Meet-Ups, and related initiatives. You will manage logistics, attendee experiences, and cross-team collaboration to align programs with member needs and organizational goals.

The role emphasizes project management, CRM proficiency, and a hands-on approach to creating seamless events while supporting marketing and logistics across virtual and in-person formats.

Qualifications

• 1-3+ years of event planning experience.
• Excellent project management and organizational skills.
• Efficient time management across multiple priorities and deadlines.
• Strong verbal, written, and interpersonal communication.
• Proficient data reporting and CRM management.

Responsibilities

• Assist in planning and executing XYPN’s virtual and in-person events, including XYPN LIVE and Retreats.
• Own the coordination and execution of the XYPN Meet-Up program.
• Manage logistics for industry conferences, including task delegation, booth packing, shipping, and supplies.
• Coordinate the event platform for XYPN LIVE from setup to post-event support.
• Maintain attendee and exhibitor lists, registrations, materials, and vendor management.
• Support marketing operations for virtual webinars and post-event follow-up.
• Lead the swag program from design to budgeting and ordering.
• Manage the member calendar and ensure information is current across channels.
• Handle the events inbox and respond to inquiries in a timely manner.
• Ensure XYPN LIVE website details are accurate and up to date.
• Draft event guides, templates, and correspondence for speakers and teams.
• Contribute to other related events projects to improve efficiency.

Skills

Event planning

Project management

Organizational skills

Time management

Verbal & written communication

CRM management

Attention to detail

Team collaboration

Legal work authorization (US)

Education

Bachelor's degree in Hospitality/Marketing or related field

Tools

HubSpot CRM

Monday

Teamwork

Asana

Job description

XY Planning Network is seeking an Events Specialist to plan, coordinate, and execute member experiences across XYPN LIVE, Retreats, Meet-Ups, and related initiatives. You will manage logistics, attendee experiences, and cross-team collaboration to align programs with member needs and organizational goals.

The role emphasizes project management, CRM proficiency, and a hands-on approach to creating seamless events while supporting marketing and logistics across virtual and in-person formats.