Ocrolus · 20 hours ago
Senior Manager Event Programs
New York, NY
Full-time
Onsite
Mid, Senior Level
$150K/yr - $170K/yr
3+ years expOcrolus is a company focused on automating workflows for lenders using AI technology. They are seeking a Senior Manager of Event Programs to oversee industry events and field marketing initiatives, driving pipeline creation and customer relationships through strategic event execution.
Artificial Intelligence (AI)LendingFinanceBankingFinTechCreditFinancial ServicesMortgage
Responsibilities
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
Qualification
Required
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
Benefits
Equity
Benefits
Company
Ocrolus
Ocrolus is an AI-powered data and analytics platform that enables faster and more accurate financial decision-making.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$126.97MKey Investors
Fin CapitalFinTech Collective,QED InvestorsOak HC/FT
2021-09-22Series C· $80M
2020-08-25Series B· $13.47M
2019-06-25Series B· $24M
Leadership Team
Sam Bobley
Co-Founder and CEO
Ajay Shrivastava
Chief Operating Officer (Ocrolus) & Country Head (India)
Recent News
HousingWire.com
2025-11-01
HousingWire.com
2025-11-01
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