Senior Manager Event Programs

Ocrolus Inc.; Remote; USD 150,000 - 170,000; Full time

Job summary

A fintech leader is hiring a Senior Manager, Event Programs to drive their event marketing strategy. This role encompasses full management of industry events, from logistics to developing marketing strategies that enhance revenue. The ideal candidate will have 3–10 years in B2B event marketing with proven experience in leveraging events to drive pipeline and revenue. Strong skills in data analysis and major industry conference ownership are essential. Join a fast-growing, remote-first team dedicated to impact in the finance sector.

Benefits

Equity options

Comprehensive benefits

Qualifications

• 3–10 years in B2B event marketing or demand generation.
• Proven ability to tie events to pipeline and revenue.
• Experience managing major industry conferences.

Responsibilities

• Own event portfolio for assigned vertical, including industry conferences.
• Develop annual strategy and budget aligned to revenue goals.
• Maintain decision framework for new shows and sponsorship tiers.

Skills

B2B event marketing

Event operations

Data analysis

CRM systems

Communication

Tools

Salesforce

HubSpot

Asana

ZoomInfo

OpenAI tools

Job description

Come build at the intersection of AI and fintech. At Ocrolus, we’re on a mission to help lenders automate workflows with confidence—streamlining how financial institutions evaluate borrowers and enabling faster, more accurate lending decisions.

Our AI-powered data and analytics platform is trusted at scale, processing nearly one million credit applications every month across small business, mortgage, and consumer lending. By integrating state-of-the-art open- and closed-source AI models with our human-in-the-loop verification engine, Ocrolus captures data from financial documents with over 99% accuracy. Thanks to our advanced fraud detection and comprehensive cash flow and income analytics, our customers achieve greater efficiency in risk management, and provide expanded access to credit—ultimately creating a more inclusive financial system.

Trusted by more than 400 customers—including industry leaders like Better Mortgage, Brex, Enova, Nova Credit, PayPal, Plaid, SoFi, and Square—Ocrolus stands at the forefront of AI innovation in fintech. Join us, and help redefine how the world’s most innovative lenders do business.

We’re hiring a Senior Manager, Event Programs to own Ocrolus’ industry events and owned field marketing programs, from large national conferences to curated executive dinners, roadshows, workshops, and regional activations. This role goes beyond logistics: you’ll orchestrate full-funnel programs across marketing and revenue, leverage AI and automation to eliminate busywork and influence across revenue, product and executive teams to create pipeline, accelerate deals, and strengthen customer relationships through world-class events.

You are a detail-obsessed event operator and a wide-angle program owner who not only rolls up your sleeves on execution while also owning strategy, measurement, and continuous improvement. You proactively source speaking opportunities, build promotional campaigns, operationalize attendee intelligence, and are relentless about follow-through long after an event concludes.

This role owns event and field marketing programs for a specific Ocrolus vertical (SMB or Mortgage), operating with shared standards while developing deep vertical expertise.

What you’ll do

End-to-end event ownership

• Own Ocrolus’ full event portfolio for an assigned vertical (SMB or Mortgage), including industry conferences, owned field marketing programs (executive dinners, roadshows, workshops, roundtables, customer events), and partner-led activations.
• Build the annual event and field marketing strategy and budget aligned to revenue goals, balancing conferences and curated field programs to drive pipeline creation, deal acceleration, and customer expansion.
• Define event objectives, KPIs, and attribution models (sourced vs. influenced pipeline, pipeline acceleration, expansion impact) and clearly communicate results to stakeholders.
• Maintain an evolving go/no-go decision framework for net-new shows, field formats, and sponsorship tiers, leveraging AI to evaluate ROI, audience fit, and account coverage.
• Design high-intent event experiences that go beyond the conference floor that prioritize meetings, executive engagement, and quality conversations over volume.
• Own contracts, sponsor deliverables, booth logistics, venues, vendors, swag, and on-site execution; negotiate to maximize value across all event types.
• Partner with Sales, Account Management, and Customer Marketing to align on target accounts, regions, and objectives for each event and field program.
• Guide agencies and vendors; develop run-of-show, staffing plans, and real-time lead capture and qualification workflows that sync with the CRM in real time.
• Build and optimize repeatable event and field marketing playbooks as programs scale.
• Proactively source call-for-speakers and paid/earned thought-leadership opportunities at events; make clear recommendations, draft abstracts, and own submissions end-to-end.
• Partner with executives, product marketing, and internal SMEs to develop compelling narratives, panels and presentations (in partnership with brand marketing).
• Support partner-led events and co-branded activations.
• Partner with RevOps and Growth to covert attendee lists into action with AI-assisted workflows and clear SLAs
• Operationalize pre-event meeting booking and post-event acceleration for both conferences and field programs.
• Use AI and data to recommend target accounts, invite lists, and follow-up prioritization, including reviewing large datasets to inform go/no-go decisions.
• Collaborate with content, design, growth, and product marketing to deliver cohesive pre- and post-event campaigns.
• Own event-related messaging and asset creation (signage, decks, microsites, printed materials, gifting).
• Publish 48-hour executive summaries (key accounts touched, hot leads, next actions) and 7/14/30-day pipeline updates; lead post-event retrospectives and optimization.

You’ll thrive here if you

• Are T-shaped: deep in event operations and production, broad across demand gen, lifecycle marketing, content, and RevOps.
• Have a strong bias for action and can influence without authority across SDRs, AEs, AMs, Product, and Executive teams.
• Are data-centric and comfortable working with large datasets (attendee lists, account coverage, pipeline analysis) to drive decisions.
• Have an AI-first mentality and treat AI as your co-pilot so humans focus on judgment while automation handles scale.
• A/B test relentlessly and operate with a progress-over-perfection mindset
• Enjoy going deep in a vertical and designing events that reflect how buyers actually buy.

What you bring

• 3 -10 years in B2B event marketing, demand gen, or ABM, plus 3+ years owning major industry conferences.
• Proven record of tying events to pipeline and revenue, not just attendance and logistics.
• Experience with a modern martech stack: CRMs (e.g., Salesforce and/or HubSpot), marketing automation (e.g., HubSpot), routing & enrichment (e.g., ZoomInfo/Clay), ABM platforms (e.g., 6sense), project management tools (e.g., Asana), sales intelligence tools (e.g., Gong) and OpenAI.
• Hands-on experience with LLMs and AI tools (ChatGPT/Claude/Copilot), plus familiarity with automation (Zapier/Workato/Make/n9n), and prompt design extraordinaire.
• Strong written communication skills, including briefs and abstracts, landing pages, email copy, and executive-ready recaps.
• Strong vendor management and negotiation skills; budget ownership experience.

Note:

The full-time salary range for this role is between $150,000 - $170,000+ equity + benefits. Base pay offered may vary depending on job-related knowledge, skills, experience, and market location.

Disclosure as required by N.Y.C. Admin. Code §§ 8-102 and 8-107(32) of the full time salary compensation range for this role when being hired into our offices in New York City.

Life at Ocrolus

We’re a team of builders, thinkers, and problem solvers who care deeply about our mission — and each other. As a fast-growing, remote-first company, we offer an environment where you can grow your skills, take ownership of your work, and make a meaningful impact.

Our culture is grounded in four core values: Empathy – Understand and serve with compassion
Curiosity – Explore new ideas and question the status quo Humility – Listen, be grounded, and remain open-minded
Ownership – Love what you do, work hard, and deliver excellence

We believe diverse perspectives drive better outcomes. That’s why we’re committed to fostering an inclusive workplace where everyone has a seat at the table, regardless of race, gender, gender identity, age, disability, national origin, or any other protected characteristic.

We look forward to building the future of lending together.

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