- Plan and run assigned programs from signed contract through final reconciliation.
- Serve as the main day-to-day contact for clients, with clear and steady communication throughout planning.
- Serve as the main point of contact for all vendor partners on each assigned program.
- Lead onsite operations and staff so every program runs smoothly.
- Help build better planning tools and processes, and support contract event managers and newer team members.
- Take handoff from the Program Design team and turn approved proposals into detailed, workable plans.
- Build and manage timelines, run of show documents, staffing plans, rooming lists, and other planning tools.
- Track key program dates, including contract deadlines, attrition and cutoff dates, final counts, and payment due dates.
- Coordinate hotels, venues, transportation, food and beverage, production, entertainment, and event staff.
- Manage attendee registration, travel, and communication as needed.
- Manage event materials, shipping, and onsite supplies so everything arrives where and when it should.
- Support site visits and venue walkthroughs as needed.
Role Objectives
- Plan and run assigned programs from signed contract through final reconciliation.
- Serve as the main day-to-day contact for clients, with clear and steady communication throughout planning.
- Serve as the main point of contact for all vendor partners on each assigned program.
- Lead onsite operations and staff so every program runs smoothly.
- Help build better planning tools and processes, and support contract event managers and newer team members.
Essential Duties & Responsibilities
Program Planning & Logistics
- Take handoff from the Program Design team and turn approved proposals into detailed, workable plans.
- Build and manage timelines, run of show documents, staffing plans, rooming lists, and other planning tools.
- Track key program dates, including contract deadlines, attrition and cutoff dates, final counts, and payment due dates.
- Coordinate hotels, venues, transportation, food and beverage, production, entertainment, and event staff.
- Manage attendee registration, travel, and communication as needed.
- Manage event materials, shipping, and onsite supplies so everything arrives where and when it should.
- Support site visits and venue walkthroughs as needed.
Client Management
- Serve as the day-to-day client contact for assigned programs, leading planning calls and status updates.
- Manage client expectations, timelines, and deliverables, and flag issues early.
- Prepare clear, organized client documents, such as program overviews, attendee updates, and production schedules..
- Offer ideas and recommendations based on experience and what has worked well on past programs.
- Lead client debriefs after each program and share feedback with the team.
Budget & Vendor Management
- Serve as the main point of contact for all vendor partners on assigned programs, from handoff through final invoice.
- Share clear specs, timelines, and expectations so every vendor knows exactly what a great result looks like.
- Review BEOs, vendor confirmations, and invoices for accuracy before anything is approved.
- Track spending against the program budget and keep financial records accurate and up to date.
- Flag budget changes early and keep Sales and Program Design in the loop.
- Lead final program reconciliation and closeout.
- Build strong vendor relationships and hold partners to ENGAGE’s standards.
Onsite Leadership
- Lead onsite operations, including setup, event flow, and breakdown.
- Hold briefings with staff and vendors before each program so everyone knows the plan and their role.
- Direct onsite staff and vendors and keep the run of show on track.
- Check in with the client daily onsite and keep them informed and confident.
- Make quick, smart decisions and solve problems before guests ever notice.
- Represent ENGAGE professionally with clients, attendees, and partners.
Team Support & Collaboration
- Work with Sales and Program Design teams to make the move from proposal to planning seamless.
- Partner with Creative Services on signage, event materials, and guest experience details.
- Guide and support contract event managers and onsite staff.
- Share lessons learned after each program so the team keeps raising the bar.
- Help build planning templates, checklists, and processes, and join weekly team meetings to review upcoming programs.
Quality & Culture Expectations
Every ENGAGE team member is expected to:
- Act with integrity and a client-first mindset.
- Take initiative and adapt quickly in a fast-paced environment.
- Develop creative solutions to complex challenges.
- Contribute positively to team culture and continuously improve processes.
Qualifications
Education & Experience
- Bachelor’s degree preferred.
- 5+ years of experience planning and running meetings, corporate events, or incentive travel programs; agency experience is a plus.
- Proven experience leading programs onsite and managing client relationships directly.
- Experience with incentive or group travel programs, including air, hotel, and group activities, is a plus.
Knowledge, Skills & Abilities
- Strong organizational skills and attention to detail, with the ability to manage several programs at once.
- Solid understanding of hotel contracts, food and beverage, and event logistics.
- Comfort managing budgets and working with vendors, with the ability to set clear expectations and hold partners accountable.
- A true hospitality mindset, with a knack for anticipating needs before anyone asks.
- A calm, confident problem solver who leads well under pressure.
- Excellent writing and speaking skills, with a warm, polished client presence.
- Comfortable using Microsoft Office, Google Suite, registration platforms, and standard customer-management (CRM) and project-management software.
Travel Expectations
- Regular travel to lead programs onsite, which may include evenings and weekends.
- Client site visits and planning meetings as needed.
- Occasional travel for industry events or team meetings.
Physical Demands
- Standard office and event-site mobility requirements.
- Ability to travel, stand for extended periods, and lift up to 30 pounds when necessary.
- Work environment may include event venues, hotels, and office settings.