• 4–6 years in field or event marketing at B2B SaaS companies.
• A track record marketing to C-suite enterprise buyers through long, multi-stakeholder sales cycles.
• Hands-on ownership of events end to end — you've run the logistics, managed the budgets, and stood on the floor on event day, not just briefed an agency.
• Experience at an early-stage startup — ideally Series B or earlier, or fewer than 100 people at time of joining.
• Wealth management or financial advisory domain knowledge is not required. We'll teach you the industry.
• Characteristics:
• Relentless Executor — You bring urgency and edge to every program. When something breaks the week of an event, you stay calm, fix it, and keep everything else moving.
• Master of the Craft — Event production and project management are your craft, not just your job. You've run enough programs to know where they go sideways and how to keep them on track.
• Sharp Prioritizer — You make sound calls under ambiguity. When the calendar and budget can't fit everything, you decide what matters and what to cut, and you explain why.
• Driven and Proactive — You don't wait to be handed a plan. You spot the gap, raise your hand, and own the outcome without being asked twice.
• Low-Ego Partner — You earn trust with Sales, vendors, and teammates. You're easy to work with, quick to give credit, and quick to own a miss.
• Built a field marketing function from scratch, not just executed within an existing one.
• Marketing technology and B2B SaaS sold into regulated or enterprise industries.
• Event and project management tools (e.g., Asana, Splash, Goldcast, or similar).
• Account-based programs run in close partnership with enterprise Sales teams.