Equity Methods · 5 months ago
Marketing and Events Coordinator / Senior Marketing and Events Coordinator
Scottsdale, AZ
Full-time
Onsite
Senior LevelEquity Methods is a finance, accounting, and human capital consulting firm seeking a Senior Marketing & Events Coordinator to create impactful events and uphold their reputation for outstanding hospitality. The role involves logistical support for conferences and webcasts, collaborating with teams, and ensuring successful event execution while managing various marketing initiatives.
ConsultingFinanceFinancial Services
Responsibilities
Works with business development, consulting, and marketing teams, as well as outside vendors. Travels onsite for setup and support when needed. Act as a hub to coordinate and facilitate updates to marketing materials, working with content and consulting contributors to ensure that all message is updated prior to the event
Work collaboratively and creatively with the graphic design team to develop event materials
Act as the primary owner of the Marketing event calendar
Track and drive progress on upcoming conference planning logistics such as registration, speaking submissions, booth selection, hotel deadlines, and more
Spearhead the packing and shipping of marketing materials: booth, equipment, brochures, thought leadership, tchotchkes, dinner gifts, etc. Double-check and complete checklists to ensure there are no surprises
Participate in tagline generation, landing page creation and updates, message drafting, link generation, proofreading, etc. as needed
Drive onsite conference success: Travel to conferences as needed; serve as the point person for exhibit hall vendors; set up and tear down booths, troubleshoot booth technology; take onsite photos and videos, host the booth as needed; engage in various forms of hospitality
Coordinate with marketing and practice leaders on event follow-ups
Participate in updating tickler lists; share information with other groups as needed
Create digital materials for webcasts, assist with room and audio preparation, operate webcast software, assist with post-production activities
Works with and accepts direction from consulting and marketing teams to plan and execute superb client-facing events. Travels onsite for setup and support. Demonstrate superb [independent] research and vetting skills to select venues and vendors (catering, decorators, musicians, etc.) to drive the best outcomes in quality, cost, and event execution
Exhibit care and foundational knowledge in crafting high-quality event experiences, considering timing, food and beverage selection, decorations, atmosphere, entertainment, and more
Balance cost, quality, and simplicity, demonstrating excellent judgment
Support contact reach-out efforts by reviewing lists to ensure airtight accuracy, helping to ghost-write emails, track RSVPs, and interface with our marketing automation software
Review contracts and negotiate with venues to arrive at final terms; be on top of all the details
Develop and follow event day checklists (e.g. tables, technology, timing) to ensure everything meets standards and the execution conforms to the plan
Coordinate onsite event logistics, working with vendors, providing onsite team direction, troubleshooting issues, ensuring a smooth attendee experience, etc
Works with operations and marketing teams to help drive initiatives forward and support their ongoing efficiency Track and nudge progress forward on open initiatives
Work with teammates on community relations and charity initiatives
Support holiday initiatives
Coordinate on the ground logistics and pre-travel arrangements for various travel teams across marketing and other initiatives
Support other ad hoc projects and events
Qualification
Required
Energetic, creative, and detail-oriented
Proactive and organized
Strong writing skills
Comfortable working with different personalities
Ability to execute in a fast-paced environment
High attention to detail
Strong analytical reasoning
Uncommon common sense
Availability for short 1-3 day trips, especially during conference season
Works with business development, consulting, and marketing teams, as well as outside vendors
Travel onsite for setup and support when needed
Act as a hub to coordinate and facilitate updates to marketing materials
Work collaboratively and creatively with the graphic design team
Act as the primary owner of the Marketing event calendar
Track and drive progress on upcoming conference planning logistics
Spearhead the packing and shipping of marketing materials
Participate in tagline generation, landing page creation and updates, message drafting, link generation, proofreading
Drive onsite conference success
Coordinate with marketing and practice leaders on event follow-ups
Participate in updating tickler lists
Create digital materials for webcasts
Assist with room and audio preparation
Operate webcast software
Assist with post-production activities
Works with and accepts direction from consulting and marketing teams
Demonstrate superb independent research and vetting skills
Exhibit care and foundational knowledge in crafting high-quality event experiences
Balance cost, quality, and simplicity
Support contact reach-out efforts
Review contracts and negotiate with venues
Develop and follow event day checklists
Coordinate onsite event logistics
Works with operations and marketing teams to help drive initiatives forward
Track and nudge progress forward on open initiatives
Work with teammates on community relations and charity initiatives
Support holiday initiatives
Coordinate on the ground logistics and pre-travel arrangements
Support other ad hoc projects and events
Demonstrates a high comprehension level
Able to communicate succinctly and adapt to different working styles
Writes logical, grammatically correct instructions, directions, correspondence
Possesses fabulous taste and creativity
Familiar with a wide range of cuisines and dietary restrictions
Able to get along with everyone and exhibit collaborative behaviors
Strong organizational skills, time management, and attention to detail
Professional, discreet, able to handle sensitive situations with confidentiality and tact
Has sound judgment without being judgmental
Self-motivated learner who seeks out relevant information
Possesses holistic, systems-oriented thinking
Requests input and feedback on a regular basis
Executes well with limited guidance and direction
Bachelor's or higher degree in any field, but otherwise qualified candidates with alternative credentials will be considered
Company
Equity Methods
Equity Methods is an accounting firm that provides financial reporting and equity compensation services.
Founded in 1998
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2025-04-28Acquired
Leadership Team
Takis Makridis
CEO
Recent News
2025-05-01
2025-04-29
Company data provided by crunchbase