Marketing Operations Lead: Events & AI Enablement

Automated Financial Systems, LLC; Exton (PA); On-site; USD 65,000 - 100,000; Full time

Job summary

Automated Financial Systems, LLC is seeking a proactive marketing professional who can lead end-to-end events, support content creation, and coordinate programs across Brand, Product Marketing, Demand Gen, and Sales. You will manage conferences, webinars, and customer programs, partner with vendors, track budgets and lead capture, and ensure accurate post-event reporting.

The role emphasizes collaboration, editorial quality, and scalable processes to help the Marketing team drive measurable

Qualifications

• 5+ years in marketing communications, events, proposals, or related B2B functions.
• 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.
• Proactive approach to identifying needs, solving problems, and improving processes.
• Experience in financial technology, banking, commercial lending, or enterprise software preferred.

Responsibilities

• Lead end-to-end execution of conferences, trade shows, webinars, executive dinners, and customer programs.
• Develop event briefs, budgets, timelines, checklists, staffing plans, and measures of success.
• Serve as primary contact for venues, vendors, printers, caterers, and other event partners.
• Coordinate sponsorships, registrations, contracts, invoices, booth design, collateral, and shipping.
• Organize internal attendees, meetings, and executive schedules for events.
• Manage onsite execution and respond to vendor, technology, or scheduling needs.
• Partner with Sales and Demand Gen to create effective lead-capture and follow-up processes.
• Ensure event leads and notes are entered into systems and routed to owners.
• Track follow-up and prepare concise post-event reports.
• Maintain event records, vendor relationships, and a repeatable event playbook.
• Recommend ideas to improve attendee engagement and overall event experience.

Skills

Project management

Vendor management

Organizational skills

Writing and editing

SME coordination

RFPs and proposals

HubSpot familiarity

Salesforce familiarity

Event systems experience

Multitasking across programs

Proactive problem solving

Financial technology domain

Tools

HubSpot

Salesforce

Event systems

Job description

Automated Financial Systems, LLC is seeking a proactive marketing professional who can lead end-to-end events, support content creation, and coordinate programs across Brand, Product Marketing, Demand Gen, and Sales. You will manage conferences, webinars, and customer programs, partner with vendors, track budgets and lead capture, and ensure accurate post-event reporting.

The role emphasizes collaboration, editorial quality, and scalable processes to help the Marketing team drive measurable