This is an opportunity to have broad visibility across marketing and sales, collaborate with senior leaders and subject-matter experts, and help build a more connected and scalable marketing organization.
Success means AFS delivers outstanding events, which drive top of funnel lead capture and bottom of funnel conversion, follows through on every valuable connection, preserves critical institutional knowledge, and gives each marketing function the coordination and support it needs to succeed.
Scope of Responsibility
• Execution of conferences, trade shows, field events, webinars, executive dinners, and customer programs as set by the Sr Manager Demand Gen and ABM
• Manage event vendors, venues, budgets, contracts, logistics, and deliverables
• Event lead capture, reconciliation, routing, and follow-up
• Build and maintain centralized marketing and events calendar
• Work with Sr Manager Content and Brand to develop content and editorials
• Assist with proposals, website updates, newsletters, and sales materials
• Institutional-knowledge documentation and transfer
• Cross-functional marketing programs and special initiatives
• Administer the Mar-Tech stack to support growth and scale objectives
• Support Chief Transformation Officer in driving AI-enabled productivity and process improvement
Core Responsibilities
Conferences & Events
• Lead the end-to-end execution of conferences, trade shows, webinars, executive dinners, roundtables, advisory councils, and other approved AFS events.
• Develop event briefs, budgets, timelines, checklists, staffing plans, and measures of success.
• Serve as the primary contact for conference organizers, venues, hotels, booth vendors, printers, caterers, audiovisual providers, and other event partners.
• Coordinate sponsorships, registrations, contracts, invoices, booth design, signage, collateral, merchandise, shipping, meeting rooms, travel requirements, and onsite logistics.
• Organize internal attendees, booth staffing, customer and prospect meetings, presentations, and executive schedules.
• Manage onsite execution and respond quickly to vendor, technology, shipping, staffing, or scheduling needs.
• Partner with Sales and Demand Generation to create an effective lead-capture and follow-up process for every event.
• Ensure event leads, meeting notes, scanner records, and business cards are consolidated, entered into the appropriate systems, and routed to the right owners.
• Track follow-up so that high-value conversations continue after the event.
• Prepare concise post-event reports covering attendance, meetings, leads, costs, results, and lessons learned.
• Maintain event records, vendor relationships, reusable assets, inventories, and a repeatable event playbook.
• Recommend new ideas that improve attendee engagement, booth traffic, meeting generation, and the overall AFS event experience.
Content & Editorial Support
• Contribute to content development in partnership with Brand and Content, Product Marketing, and marketing leadership.
• Gather source material, historical context, product information, and SME input for blogs, articles, newsletters, customer communications, presentations, event materials, and sales-support content.
• Support first drafts, updates, repurposing, and revisions based on established briefs and priorities.
• Review and edit materials for product accuracy, clarity, consistency, grammar, and alignment with approved messaging.
• Bring valuable legacy product and company knowledge to the content-development process.
• Coordinate SME reviews, approvals, deadlines, and publication.
• Publish approved website and digital-content updates.
• Maintain organized libraries of approved content and reusable assets.
• This role is an important contributor to content quality and production. Brand and Content retains ownership of content strategy, the editorial calendar, brand voice, and primary content creation.
• Institutional Knowledge & Team Enablement
• Serve as a trusted resource on AFS products, customers, terminology, historical programs, existing materials, vendors, and internal stakeholders.
• Help onboard new marketing team members by connecting them with relevant resources, processes, and subject-matter experts.
• Document institutional knowledge so it can be shared and used across the department.
• Help team members understand which content and resources already exist, where to find them, and whether they remain current.
• Support the transition of established programs and responsibilities to new functional owners.
• Help connect AFS’s history and expertise with the company’s evolving marketing strategy.
• Strengthen collaboration by making information, relationships, and resources easier for the entire team to access.
Marketing Program Operations
• Own and maintain the centralized marketing calendar.
• Provide visibility into marketing priorities, programs, events, deadlines, and key deliverables.
• Track approvals, dependencies, action items, and responsible owners across marketing initiatives.
• Coordinate agendas, materials, and follow-up for marketing meetings.
• Coordinate RFPs, RFIs, proposals, presentations, and related sales materials.
• Maintain organized content, proposal, event, and marketing-asset repositories.
• Provide administrative support within HubSpot, Salesforce, website platforms, and event systems.
• Support campaigns, vendor programs, and special initiatives in partnership with the appropriate functional owner.
• Anticipate execution needs, identify potential bottlenecks, and help the team keep important work moving.
• Recommend templates, processes, and tools that improve efficiency and coordination.
AI-Enabled Productivity
• Use approved AI tools to accelerate research, initial drafts, editing, summarization, and administrative work.
• Review AI-assisted materials for accuracy, confidentiality, product terminology, and editorial quality.
• Identify opportunities to improve repeatable processes through templates, automation, and AI-enabled workflows.
• Help the Marketing team adopt efficient working practices while maintaining AFS’s quality standards.
Key Working Relationships
Chief Transformation Officer — Establishes priorities, budgets, and expectations. The specialist translates those priorities into coordinated execution and provides visibility into progress, risks, and results.
Brand and Content — Partners on source material, SME coordination, editing, product-accuracy review, publishing, and content production. Brand and Content owns content strategy, the editorial calendar, brand voice, and primary content creation.
Product Marketing — Partners on product context, SME coordination, presentations, event materials, and sales-support assets. Product Marketing owns positioning, messaging, launches, and sales-enablement strategy.
Demand Generation — Partners on event programs, vendors, campaigns, lists, lead capture, and follow-up. Demand Generation owns campaign strategy, ABM, attribution, funnel performance, and pipeline goals.
Market and Customer Intelligence — Partners on research coordination, customer programs, and production of intelligence-based materials. Market and Customer Intelligence owns VoC, win/loss, product-usage, competitive, and market analysis.
Sales, Product, Customer Success, and Business Solutions — Partners on event participation, proposals, customer engagement, SME input, sales materials, and follow-up.
What Success Looks Like
• AFS conferences and events are professionally delivered, on time, and within approved budgets driving top of funnel activity and bottom of funnel conversion.
• Vendors, booths, materials, attendees, meetings, and logistics are coordinated into a seamless event experience.
• AFS maximizes every event opportunity through strong preparation, lead capture, and timely follow-up.
• The marketing calendar gives the team clear visibility into priorities, programs, and deadlines.
• Institutional knowledge is documented, shared, and used to help new team members succeed.
• Marketing leaders receive high-quality editorial, product-accuracy, coordination, and execution support.
• Content moves efficiently from idea through SME review, approval, and publication.
• Functional specialists can focus on strategy and performance because programs are organized and reliably executed.
• Processes become more efficient, repeatable, and scalable as the Marketing team grows.
Profile
The ideal candidate is a proactive, highly organized marketing professional who combines excellent event-management skills with strong editorial judgment and deep curiosity about AFS’s products and customers.
They enjoy bringing complex programs to life, building strong vendor and stakeholder relationships, and creating memorable experiences for customers and prospects. They are equally comfortable coordinating a major conference, improving a draft, organizing an RFP, or helping a new team member connect with the right SME.
They are a strong collaborator who values both ownership and teamwork. They take responsibility for event and program execution while contributing their writing skills and institutional knowledge to help every marketing function produce its best work.
Their impact comes from connecting people, information, and execution—and making the entire Marketing organization more effective.
Qualifications
• 5+ years of experience in marketing communications, events, proposals, program coordination, or a related B2B function.
• 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.
• A proactive approach to identifying needs, solving problems, and improving processes.
• Experience in financial technology, banking, commercial lending, or enterprise software preferred
Position Description Disclaimer
To perform this job successfully, an individual must be able to perform each essential duty listed above satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions of this role. This position description is intended to provide guidelines for job expectations and is not an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
This document does not constitute a contract of employment. AFS reserves the right to modify this position description and assign tasks as business needs require.
Automated Financial Systems, LLC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other characteristic protected by law.