Crete Professionals Alliance

Senior Associate, Live Events – Experiences

Crete Professionals Alliance

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $75,000 - $90,000 per year

Job Level

Senior

About the role

  • Partner with the BD team to plan, coordinate, and execute events that build relationships and generate partner-firm opportunities, including dinners, sporting events, happy hours, and roundtables.
  • Manage logistics including reservations, invitations, RSVPs, travel coordination, agendas, and onsite execution.
  • Collaborate with Brand & Marketing to develop presentation materials, leave-behinds, event SWAG, and elevated branded experiences.
  • Track event performance, target engagement, and ROI; deliver clear post-event reporting and recommendations.
  • Own Crete’s presence at accounting and industry conferences from start to finish.
  • Register Crete and partner firm attendees, coordinate travel, and manage on-site schedules.
  • Lead booth production, setup, and teardown, ensuring a polished and modern experience with support from internal teams.
  • Manage SWAG inventory, giveaways, raffles, signage, and all experiential elements.
  • Review attendee lists to identify prospective partner firms.
  • Assist BD in outreach to schedule meetings, coffees, dinners, and networking touchpoints before and during events.
  • Maintain accurate records of all prospects, meetings, and interactions.
  • Enter, update, and maintain lead information in Affinity, HubSpot, and other CRM tools.
  • Track event metrics including attendance, target engagement rates, and BD pipeline influence.
  • Provide post-event analysis with insights and recommendations for future improvements.
  • Serve as the connective tissue between Business Development and Brand & Marketing.
  • Ensure event experiences reflect Crete’s brand standards, messaging, tone, and story.
  • Work closely with Growth Ops, Regional VPs, and partner firm leaders as needed for planning and execution.

Requirements

  • 5+ years in event coordination, experiential marketing, business development support, or conference/tradeshow management.
  • Experience in accounting, financial services, or other professional services industries is a strong plus.
  • Strong project management and organizational skills; able to manage multiple events simultaneously.
  • Ability to represent Crete professionally and warmly when interacting with current and prospective partners.
  • Comfortable with CRM systems (Affinity, HubSpot preferred).
  • Exceptional attention to detail with strong follow-through and communication skills.
  • Ability to travel frequently for events and conferences.
  • A proactive, positive, relationship-first mindset.
Benefits
  • Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
  • Company-Paid Life and Long-Term Disability Insurance
  • Ancillary Benefits such as supplemental life insurance and short-term disability options
  • Classic Safe Harbor 401(k) Plan with employer contributions
  • Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
event coordinationexperiential marketingbusiness development supportconference managementproject managementlogistics managementpost-event analysisdata trackinglead management
Soft skills
organizational skillscommunication skillsattention to detailrelationship managementproactive mindsetprofessionalismteam collaborationfollow-throughwarm interpersonal skills