Intiveo

Marketing

• Own the annual field marketing calendar, budget, and program roadmap, aligning initiatives to pipeline and revenue targets
• Design and execute a multi-format events program spanning trade shows, regional roadshows, community events, and partner activations
• Set and own field marketing targets for meetings booked and pipeline generated from events, and report on these weekly and monthly
• Own the full event lifecycle from pre-show outreach and audience targeting through on-site execution and structured post-show follow-up, ensuring every event generates pipeline, not just presence
• Design integrated event campaigns that connect in-person experiences with digital touchpoints, including email, paid, and social, creating a cohesive experience before, during, and after each event
• Serve as the primary field marketing partner to the SDR team and Account Executives, aligning on target accounts, outreach sequencing, and post-event follow-up
• Co-develop event-specific call campaigns and outreach sequences with the SDR Lead
• Attend and execute at key in-person events across North America, approximately 3 to 4 times per year, working alongside SDRs and AEs on-site
• Partner with Revenue Operations to ensure accurate Salesforce attribution, tracking, and reporting on field-sourced pipeline
• Lead end-to-end event logistics including vendor management, booth experience, staffing, and budget reconciliation
• Own the swag and merchandise program, including sourcing, inventory management, and ensuring the right materials are on hand for every event and activation
• Develop roadshow and community event formats from concept through execution, expanding the program beyond trade shows into new channels and audience segments
• Manage field marketing budget with discipline, tracking spend against pipeline outcomes

Field Marketing Manager

Customer Success Manager

• Own and Run the Value Exchange Model
• Act on adoption and activation alerts (e.g., Chat with Patients not enabled, low confirmation rates) and execute the matching playbook.
• Account reviews. Host structured reviews when triggered by underperformance signals such as low confirmation rates or dormant feature usage.
• Deliver Customer Satisfaction Reviews calls. Run Customer Satisfaction Review calls that tie measurable results back to the outcomes the clinic wants from Intiveo, and partner with them to deliver against their agreed priorities.
• Drive expansion. Post-CSR, either book a demo for Forms, Referral Management, Social Reviews, or VOIP, or secure a testimonial or Google review.
• Deliver Intiveo Advocates. Drive advocates for referrals, testimonials or case studies.
• Renewals. Own the end-to-end renewal motion across your book — from early risk signals through renewal terms close for every account, whether a single clinic, a multi-location operator, or a group.
• Partner with Onboarding. Work hand-in-hand with Onboarding team — routing existing accounts back into onboarding when the Value Exchange Model triggers a new feature deployment, and receiving new customers off onboarding with a clear path to first value.
• Own the response to inbound customer leads sourced by Marketing — triaging, qualifying, and converting them into demos, upsells, or renewal conversations across your book.