FIRST

Project Manager

• The Senior Project Manager, Portfolio Specialist will consistently deliver exceptional service to our high-touch clients through excellent project management and creative solutions.
• This position will lead and support virtual, in-person, and hybrid events, including but not limited to internal programs, client-facing events (including conferences), hospitality, thought leadership, sporting, and cultural programs.
• As a Subject Matter Expert (SME) in a specific line of business or event type, the Portfolio Specialist provides consultative guidance and hands-on support to ensure the successful design, execution, and delivery of events.
• Collaborating with cross-functional teams, this seasoned professional drives innovation, efficiency, and alignment with client goals.
• There is a requirement for on-site events to travel domestically or abroad as required.

Senior Project Manager, Portfolio Specialist

• The Project Manager is responsible for supporting clients with both internal and client-facing events and conferences, delivering exceptional service through effective project management and creative solutions.
• This role involves overseeing all aspects of event operations, from initial briefing to post-event reconciliation.
• Key responsibilities include managing project plans, collateral, registration, transportation, hotel accommodations, entertainment, food and beverage, audio/visual needs, webcasts, staging, speaker coordination, and event execution.
• There is a requirement for onsite events to travel domestically or abroad as required.

• The Senior Project Manager is responsible for supporting the client with their internal and/or client-facing events and conferences while consistently delivering exceptional service through excellent project management and creative solutions.
• This includes the management of all aspects of the event operation, from initial briefing to reconciliation, including but not limited to project plans, collateral, registration, transportation, hotel accommodations, entertainment, food and beverage, gift selection, audio/visual needs, webcasts, staging, speaker selection, execution, reconciliation and so on.
• There is a requirement for onsite events to travel domestically or abroad as required.
• Full life-cycle planning and execution of multiple key events in a virtual, in-person and hybrid capacity.
• Financial management, including: budget development and management, expense management and invoice processing, timely post-meeting reconciliation and final financial reporting.
• Sourcing, negotiating and managing site selections, contract management for venues and suppliers.
• Coordinate registration, food and beverage, transportation, hotel accommodations, entertainment, gift selection, audio/visual needs, webcasts, staging and speaker selection for all programs; strong focus on vendor management.
• Work seamlessly with key internal partners on event deliverables (i.e. Marketing for print and digital design and collateral elements, Production on Audio Visual, Event Technology team on web builds, data team on attendee management, Legal and Compliance as required, etc.).
• Virtual event planning and project management including confirming appropriate virtual platform, creation of timelines, invitation process, thorough and regular communications to attendees, suppliers and stakeholders.
• Assist with the training of new joiners.
• Manage and mentor a team, which may include up to 5 direct reports.
• Management responsibilities, if applicable, include managing vacation schedules for direct reports ensuring coverage for the client at all times including providing coverage when team members are out of the office on vacation or for an event, oversee workload of the team ensuring day to day understanding of capacity/pressure points, management of staffing assignments considering individual team members capacities and capabilities, management of personal development reviews for direct reports, and lead and motivate direct reports, encouraging a productive and positive atmosphere.
• Work with the team to ensure adherence to the client’s standards of operation and policies; ensure compliance and risk guidelines are followed.
• Create and closely monitor value adds at every opportunity and demonstrate commercial awareness.
• Share knowledge of best practices, new suppliers, services and venues.
• Deepen relations with existing clients and maximize on all opportunities to generate new business.

Senior Project Manager

Events

• Advises on user experience of all pre-event and onsite registration for both virtual and in-person events
• Implementation and project management of event registration websites, app builds and all technological aspects of our events
• Troubleshoot technical issues
• Manage client evaluation communications such as save-the-dates, invitations, registration, confirmations, etc.
• Database management to ensure consistency of information, accurate data, inputting new data when required and generating lists upon request
• Effectively communicate with internal and external clients via available communication lines; responding to all client queries within the agreed service level agreements
• Work with Event delivery team on overall program logistics, production, and implementation
• Coordination of name badges, tent cards, place cards, departure notices, email confirmations, agenda, signage etc. where appropriate
• Registration desk flow design and set up
• Assist in contacting clients for relevant information pertaining to the event
• Create and distribute post event client surveys
• Coordinate planning and utilization of mobile apps. May assist with build depending on platform.
• List manipulation to provide team members with relevant registration data, year on year statistics, and insight into varied elements and event analytics
• Provide the client with cost savings / value adds whenever possible
• Travel (15-20% annually) for on-site management of events to ensure full success and reconciliation.

Associate Event Technology Manager

Customer Support

• Lead logistics for VRD throughout the year and at major events (e.g., Championship, Community Conference)
• Manage the volunteer portal, including orders, budget tracking, and vendor relationships
• Provide administrative support, including supply management, event logistics (orientation, travel, catering), meeting coordination, and file organization
• Serve as a secondary subject matter expert for VRD systems and provide support to internal and external customers
• Assist with data management and reporting, including volunteer surveys, evaluations, and analysis in partnership with Research & Evaluation
• Maintain and update VRD policies and procedures to enhance operations
• Provide project support for initiatives such as Mentor Development, Aurora, XRP, and Volunteer of the Year recognition
• Support Championship operations, including Volunteer Central, Volunteer Café, and cross-team logistics coordination

Volunteer Support Specialist

Collections

• Monitor and manage the accounts receivable portfolio to ensure timely collection of outstanding balances
• Additionally, you will: Communicate professionally and effectively with school district contacts, donors, and partners regarding account balances, payment status, and financial documentation
• Research and resolve discrepancies, billing issues, and unapplied payments in collaboration with internal teams
• Maintain accurate records of collection activities and payment commitments in NetSuite and Salesforce
• Generate aging reports, track KPIs, and escalate delinquent accounts as appropriate
• Reconcile customer accounts and support month-end closing procedures
• Collaborate with the finance team on process improvements and compliance with internal controls

Senior Project Manager, Portfolio Specialist

Project Manager

Senior Project Manager

Associate Event Technology Manager

Volunteer Support Specialist

Collections Specialist