Senior Events Specialist

What You'll Do

The Senior Events Specialist owns the planning, execution, budget, and measurement of national events and conferences that advance Personify Health's TPA growth strategy. This is a hands-on individual contributor role that turns event plans into best-in-class experiences for brokers, consultants, employers, and other TPA partners. This role is the lead event operations partner for Commercial TPA.

Event Planning and Stakeholder Coordination

• Own the national TPA event and conference calendar, aligned to approved event goals and priorities.
• Build an annual TPA event strategy with selection criteria, budget allocation, and expected pipeline impact.
• Recommend which events to add, keep, or cut, along with sponsorship, speaking, booth, promotional, and attendee engagement opportunities, and prepare materials for leadership review.
• Partner with Sales, Account Management, Procurement, Finance, and TPA Commercial leadership to gather requirements, confirm deliverables, and keep event plans moving forward.

End-to-End Event Execution

• Lead planning and execution for assigned national events and conferences, and support regional events, partner events, and virtual experiences as needed.
• Plan hosted broker and client events, including VIP logistics and executive and speaker preparation.
• Manage core event logistics, including timelines, vendor coordination, shipping, A/V needs, booth materials, speaker details, registration requirements, and attendee communications.
• Create and maintain event project plans, checklists, run-of-show documents, attendee lists, stakeholder updates, landing page inputs, and post-event recap materials.
• Travel required to lead on-site execution, manage setup and the attendee experience, and resolve or escalate issues with internal and external partners.
• Coach teammates and colleagues on event standards and best practices, and serve as a point of escalation for event questions.
• Follow company compliance guidelines for gifts, entertainment, and sponsorships involving brokers, consultants, and clients.

Budget Ownership and Event Reporting

• Own event budgets, including forecasting, purchase requests, vendor selection and negotiation, invoice status, and final costs, in partnership with Finance, Procurement, and Accounts Payable.
• Maintain accurate event records, including attendance, meeting requests, lead capture details, campaign association, follow-up status, and post-event notes.
• Partner with Sales to support lead routing, Salesforce campaign setup, and post-event follow-through.
• Analyze post-event feedback and performance data, and recommend changes to future event plans.
• Report event ROI to leadership, including pipeline influenced, cost per qualified lead, and meetings held, working with Marketing Operations on attribution.

What You Bring to Our Team

Education and Experience

• Bachelor's degree in Marketing, Communications, Business, Hospitality, Event Management, or a related field; equivalent experience may be considered.
• 5-7 years of experience in event marketing, conference planning, field marketing, hospitality, or related event operations roles.
• Experience owning event budgets and negotiating with vendors and venues.
• Experience with Asana, Salesforce, HubSpot, event technology, and Microsoft Office.
• Healthcare, TPA, benefits administration, health plan, or complex B2B sales experience preferred.

Required Knowledge, Skills, and Abilities

• Strong organizational and project management skills, with high attention to detail and the ability to manage multiple timelines, vendors, deliverables, and stakeholder requests at once.
• Excellent written and verbal communication skills, including the ability to write email and web copy and produce clear updates, instructions, and recaps.
• Commercial awareness, with the ability to connect events to pipeline and sales outcomes.
• Ability to work independently, solve problems in real time, and stay composed during live events.
• Ability to travel regularly, with occasional evening or weekend availability tied to event schedules.