Senior Manager of Event Programs, Ocrolus
$150-170k
+ Equity
Salesforce
Hubspot
Zapier
Asana
ChatGPT
Mid, Senior and Expert level
Remote from US
Intelligent document automation software
Be an early applicant
Intelligent document automation software
501-1000 employees
FintechB2BArtificial IntelligenceSaaS
Be an early applicant
$150-170k
+ Equity
Salesforce
Hubspot
Zapier
Asana
ChatGPT
Mid, Senior and Expert level
Remote from US
501-1000 employees
FintechB2BArtificial IntelligenceSaaS
Company mission
To empower companies to modernize their back offices with leaner, faster infrastructure, and intelligent analytics.
Role
Who you are
- Are T-shaped: deep in event operations and production, broad across demand gen, lifecycle marketing, content, and RevOps
- Have a strong bias for action and can influence without authority across SDRs, AEs, AMs, Product, and Executive teams
- Are data-centric and comfortable working with large datasets (attendee lists, account coverage, pipeline analysis) to drive decisions
- Have an AI-first mentality and treat AI as your co-pilot so humans focus on judgment while automation handles scale
- A/B test relentlessly and operate with a progress-over-perfection mindset
- Enjoy going deep in a vertical and designing events that reflect how buyers actually buy
- 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
What the job involves
- We’re hiring a Senior Manager, Event Programs to own Ocrolus’ industry events and owned field marketing programs, from large national conferences to curated executive dinners, roadshows, workshops, and regional activations
- This role goes beyond logistics: you’ll orchestrate full-funnel programs across marketing and revenue, leverage AI and automation to eliminate busywork and influence across revenue, product and executive teams to create pipeline, accelerate deals, and strengthen customer relationships through world-class events
- You are a detail-obsessed event operator and a wide-angle program owner who not only rolls up your sleeves on execution while also owning strategy, measurement, and continuous improvement
- You proactively source speaking opportunities, build promotional campaigns, operationalize attendee intelligence, and are relentless about follow-through long after an event concludes
- This role owns event and field marketing programs for a specific Ocrolus vertical (SMB or Mortgage), operating with shared standards while developing deep vertical expertise
- 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
Our take
While machines have come a long way, image recognition software has struggled to match the accuracy required for financial review work. Ocrolus is stepping in to fill this gap, tapping into a vast, untapped market with a solution that bridges this critical need.
Ocrolus provides an automation platform that converts paper documents - like bank statements, pay stubs, and invoices - into actionable data with over 99% accuracy. The platform combines advanced machine processes with human intelligence through its human-in-the-loop infrastructure, ensuring a more reliable and complete solution for businesses.
As the financial services industry continues its push for modernization, Ocrolus is proving to be a key player for fintech leaders like SoFi, LendingClub, and Cross River Bank. These companies rely on Ocrolus to streamline their operations, reduce processing times, and enhance overall efficiency.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Top investors
8% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
Feb 2023
$10.5m
LATE VC
Sep 2021
$80m
SERIES C
Total funding: $139.3m
Company benefits
- Taking care of you: We offer a comprehensive health package, including dental and vision, to support your physical and mental wellbeing
- Ocrolus Appreciation Days: To help balance work and life, we offer 5 reset days off throughout the year, in addition to our company holiday calendar
- Save for retirement: All employees benefit from a 401K plan, offered through Betterment, the investment and savings app
- Unlimited time off: Vacations at Ocrolus are on your terms. There’s no cap on PTO, alongside a flexible schedule and time off on summer Fridays
- Paid parental leave: It’s the big moments in life that matter. Our employees take up to three months of paid maternity or paternity leave
- Meals on us: Get catered lunch in the office all week long. We also provide dinner on most nights of the week
- Develop at work: Be empowered to grow personally and professionally with our annual learning and development stipend
- Take ownership: It’s important that Ocrolus employees feel invested in the company. Equity packages are available to most staff
- Ride to work: Commuting doesn’t have to be a drag. With CitiBike membership, you can make getting to work fun and healthy.
Company HQ
Financial District, New York, NY
Leadership
Sam Bobley
(Co-Founder & CEO)Currently a Venture Advisor at Green Egg Ventures.
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