Marketing & Events Coordinator

 As an Engage Fi employee, you can expect:

• To work with an amazing and collaborative team
• To create and innovate in your role and see the impact you make on the business and client experience
• To be a part of an award-winning team – Inc. 500 (2018), Inc. 5000 (2019, 2021, 2022, 2024), Tampa Bay Business Journal Fast 50 (2021, 2023, 2024), Great Place to Work (2023, 2024)
• All employees to cultivate and encourage new ideas and thrive on a fun and productive work environment
• To join a highly engaged workforce that supports personal and professional growth, empowerment, and lives by servant leadership

What we provide:

• Competitive pay, incentive programs, 401k matching
• Unlimited time off plus 11 paid holidays
• Medical, dental, and vision health plans with FSA or HSA options
• Opportunities to volunteer and give back to the communities we serve
• Paid remote work expenses
• Career development, trainings, continuous learning, and employee recognition
• Team engagement events and activities
• Culture of growth and continuous improvement
• A great place to work (Certified 2023 & 2024)!

About Us: Engage fi was founded on the principle of putting ourselves in our clients’ shoes to understand their needs, their business objectives, and their definition of success. What sets us apart from other options is our focus on the client, and a little bit more: more transparency, more innovation, more savings, more incentives, more fun, more collaboration. We take pride in our people, process, and tools guaranteeing that your experience with engage fi will surpass your expectations. Our emphasis on the education, efficiency, and effectiveness needed to drive the growth of our industry will align to the needs of the consumer and your internal team. Our collective experience working for and with vendors and financial institutions in the past gives us tremendous insight into the capabilities of the vendors that our clients work with. We aim to leverage our knowledge and tools to save time, improve efficiency, and provide the pricing leverage the financial institution needs. With over 450 years of industry experience, the team at Engage fi is a blend of consultants, educators, matchmakers, integrators, and advocates. We are laser-focused on guiding financial institutions through our proven process and enabling them to make informed, timely decisions on vendor relationships so they can change at the speed of the consumer. Engage fi has completed over 525 strategic projects for financial institutions and negotiated over $2.2 billion in savings and incentives for our clients. We have a unique approach, and our strategic projects are as unique as the clients we serve. Let’s Engage! www.engagefi.com 

Position Summary:

The Marketing & Events Coordinator organizes and implements marketing communication projects. Coordinates public image campaigns and special events. Participates in creating brand awareness through advertising and social media. Arranges proposals and presentations using marketing resource materials such as brochures, data, slides, photographs, and reports. Prepares status reports on marketing efforts by communicating with appropriate sales and marketing managers.

Essential Functions & Additional Responsibilities:

• Performs research to gain deep understanding of different requirements and details of each event, such as vendor showcases, tradeshows, webinars, and case study videos; plans and organizes events accordingly within financial and time restraints
• Researches, compares, and negotiates different vendors, events, and engagements on a consistent basis; Engages industry thought leaders to participate in our events; and plans, schedules, and organizes time slots and speakers at events; Tracks industry conferences and other events and make recommendations to leadership
• Collaborates with subject matter experts to ensure events deliver quality content for our target demographic
• Works with sales team to ensure smooth handoff of marketing qualified leads generated through events; assists with graphics, web design, and event promotion campaigns
• Collaborates with Marketing Team to develop nurture campaigns and boost registrations, newsletter subscriptions, and increase brand awareness
• Tracks the overall event expenses regularly, analyzes and evaluate event’s results, and prepares event summaries, updates, and reports for leadership team
• Researches and books appropriate venues and travel accommodations for internal and external partners

Required Skills & Competencies: 

• Proven experience in event planning or event coordination in a corporate environment
• Track record of coordinating creative, successful events
• Excellent organizational, communication, negotiation, and multitasking skills
• Ability to remain calm under pressure without losing a customer-service oriented attitude
• Proficient with Microsoft Office Suite, CRM, and other related software

Required Education and Experience:

• Bachelor’s degree in business, Marketing, or related field preferred
• 1-2  years of experience coordinating events or in a similar role
• Experience working in graphic design, sales, marketing and communications specialties
• Event management platform experience, such as C-Vent
• Video and sound editing experience a plus

Physical Requirements: 

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15-30 pounds at times. 

Position Type/Expected hours of Work:

Full Time/ 40 hours per week

Location:

• Remote  - Tampa area
• Requires travel to the office as needed for event preparation

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Activities, duties, or responsibilities may change at any time with or without notice.

EEO Statement:

Engage fi provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.