Maritz

Call Center Representative

• Receives incoming calls from participants, handles questions regarding their orders, recommends solutions based on participant issues
• Review and update order information in proprietary system
• Assist with back-end support when needed
• Attend training sessions regarding new and/or current clients

Customer Operations Specialist – Call Center

Events

• Sets the vision for workforce planning and team capability development across the operation.
• Champions a culture of performance, continuous learning, and operational discipline through targeted coaching, competency-building, and leadership development.
• Establishes scalable staffing models, ensuring the right talent is deployed at the right time.
• Oversees workforce planning, variable labor strategies, and productivity metrics that directly influence organizational agility and client success.
• Provides strategic oversight of program economics, shaping financial decision-making through GAAP reviews, budget governance, and analysis of cost structures.
• Drives enterprise profitability by aligning resourcing, labor forecasting, and funding management with organizational objectives.
• Leads financial strategy discussions, translating complex data into insights that inform senior-level decision-making, long-range planning, and operational optimization.
• Leads the development and enhancement of operational frameworks, forecasting models, and delivery methodologies that drive program excellence.
• Shapes program strategy by translating client needs and organizational goals into scalable solutions.
• Partners in proposal development, program design, and long-term strategic initiatives that advance enterprise capabilities.
• Acts as a senior strategic partner to Sales, Client Services, and operational support teams, ensuring unified execution and future-ready program design.
• Cultivates high-trust client relationships through insights, collaboration, and operational leadership.
• Drives growth by leading renewal costings, proposal strategy, and operational readiness for new business.
• Facilitates strategic alignment across departments, strengthens communication channels, and ensures organizational priorities translate into client and business value.

Director, Operations – SMM, Meetings & Events

• Act as the primary onsite contact for events, partnering with catering, AV, security, transportation, and other service teams to ensure successful execution.
• Provide day‑of‑event support, including being onsite or on‑call, running product demonstrations (or training others), and completing event documentation such as surveys and photos.
• Conduct staff meetings, event space walkthroughs, and briefings as needed.
• Manage all onsite logistics within assigned focus areas including transportation, registration, rooms, hospitality desk, food and beverage, activities, business meetings, technology, and executive/VIP handling.
• Support onsite problem solving, assist with staffing needs, and implement crisis management procedures when required.
• Serve as liaison to the client during onsite execution, ensuring expectations, scope changes, and deliverables are clearly communicated.
• Collaborate with event teams to define solutions and continuously improve the overall client and guest experience.

Onsite Event Specialist

• Create and maintain documents, spreadsheets, and trackers for assigned programs and the broader team
• Support MEMs with Travel Director request submissions and consultant travel needs; may independently manage small events
• Build registration websites and reporting in Cvent, including performing quality‑control checks before launch
• Coordinate program mailings, produce name badges and labels, order supplies, and ship program materials with tracking
• Manage document administration and SOP access; assist with onboarding new employees
• Create custom program forms (sign‑in sheets, breakout schedules, etc.) and maintain accurate records and file management
• Contribute to improving inter‑departmental processes, systems, and communication

Meeting Event Coordinator

• Serving as the primary point of contact to select meetings and trusted partner for assigned clients, leading programs and events from initial planning through onsite execution.
• Partnering and collaborating with Corporate Meeting Planner on National Sales Meetings and National Sales Incentive program, to include project management, including timelines, document creation and retention, logistics, deliverables, and operational details to ensure seamless execution.
• Managing event budgets and financials, including forecasting, tracking expenses, negotiating supplier contracts, and ensuring programs meet profitability goals and reconciliation.
• Leading and directing cross-functional project teams by clearly communicating client goals, expectations, and business requirements.
• Sourcing, negotiating, and managing suppliers such as hotels, audio-visual partners, DMCs, air, and other third-party vendors.
• Conducting site inspections and collaborating with clients and internal stakeholders to align on program strategy and execution.
• Maintaining proactive, transparent communication with clients and internal partners throughout the lifecycle of each program.
• Overseeing onsite event delivery, anticipating challenges, resolving issues in real time, and ensuring a high-touch client experience.
• Managing VIP logistics and special projects as needed.
• Supporting proposal development, renewals, and ongoing client relationships by providing operational expertise and strategic input.

Meeting Event Manager, II

• Serve as the liaison between clients, Housing/Customer Service staff, and hotels
• Consult with clients to create business rules and best practices tailored to their event needs
• Analyze prior years’ inventory and patterns and advise clients on current and future room blocks
• Provide recommendations based on pace reports, bell curve changes, and attrition risk
• Manage hotel contract terms and communicate requirements to internal teams and hotel partners
• Oversee suite assignments, room requests outside contracted blocks, and guest extension nights
• Establish and manage sub‑blocks and ensure accurate system setup and website functionality
• Analyze and manipulate inventory to maximize room block performance and mitigate attrition
• Collaborate with hotels on inventory requests and addendums
• Partner with project teams to meet client expectations and resolve challenges
• Serve as Project Lead on Housing‑Only business and manage room list accuracy and delivery
• Provide on‑site housing support as needed
• Participate in product development and maintain proficiency with housing platforms, tools, and internal systems

Meeting Event Housing Specialist

Manager

• Serve as the primary liaison and lead for assigned pharmaceutical congress programs, managing planning, execution, and post-event reconciliation while ensuring alignment with client strategy and objectives.
• Lead housing and registration management, including managing hotel room blocks, building and maintaining congress websites, processing registrations, providing attendance reporting, managing housing applications, and overseeing housing attrition deadlines.
• Manage financial tracking and reconciliation, including monitoring deposit schedules, ensuring invoice accuracy, supporting profitability targets, and coordinating post-event reconciliation of housing deposits and related program expenses.
• Support congress meeting logistics and ancillary meeting planning, including coordinating meeting space requests, negotiating and securing meeting space within budget parameters, and liaising with congress organizers, planners, and suppliers.
• Maintain ongoing communication with internal stakeholders and congress planners, including preparing and distributing meeting agendas, maintaining congress calendars and schedules, managing timelines, and ensuring all business-critical deadlines are met.
• Coordinate compliance and regulatory requirements, including supporting compliance training, preparing required documentation, managing approval processes, and ensuring adherence to pharmaceutical industry guidelines and client policies.
• Collaborate cross-functionally with internal teams and external partners, including Finance, IT, Travel, HR, agencies, and suppliers to support successful program delivery.
• Provide onsite congress support as needed, including advancing meeting logistics, verifying room setups, reviewing banquet and master billing, and ensuring successful program execution.
• Manage congress reporting and program documentation, utilizing Cvent and Microsoft tools to maintain accurate records, track attendance, and support program reporting and forecasting.
• Support ongoing program improvement and operational effectiveness, including maintaining congress trackers, managing literature orders, supporting staffing coordination, and contributing to special projects and planning initiatives.

Congress Meeting Manager

Procurement

• Lead strategic event sourcing and negotiations with hotels and suppliers to secure optimal pricing, contract terms, and value-added opportunities that align with client goals and program success
• Own the end-to-end sourcing process, including gathering program requirements, developing and issuing RFPs, evaluating proposals, and securing room blocks, logistics, and key services
• Negotiate, review, and finalize supplier contracts, ensuring all terms—including attrition, cancellation, and program-specific provisions—are accurate, compliant, and protective of client interests
• Manage program timelines and supplier milestones, tracking option dates, coordinating with internal teams and suppliers, and ensuring all contracts and documentation are completed accurately and on time
• Provide financial oversight and forecasting, including advising on deposit requirements, maintaining accurate budgets and cost savings projections, and ensuring systems reflect current program data
• Maintain accurate program records and documentation, ensuring all tentative, confirmed, and canceled programs are tracked in alignment with Maritz and client standards
• Build strong partnerships with clients, suppliers, and internal teams, maintaining proactive communication to ensure alignment, manage expectations, and deliver exceptional client experiences
• Support complex and high-priority program needs, including VIP requests and unique client requirements, while ensuring smooth transition and handoff to execution teams
• Contribute to a high-performing team culture, sharing insights, supporting peers, and identifying opportunities to improve efficiency, strengthen supplier partnerships, and drive program value

Sourcing Manager

• Outline deliverables and manage the full project lifecycle for assigned programs/events, including timelines, budgets, and accurate execution of all details.
• Manage and negotiate supplier relationships across AV, general service contractors, hotels, DMCs, air, and other third‑party partners; monitor attrition dates and cancellation policies to ensure contracted services are fulfilled.
• Coordinate and attend site inspections; communicate registration and air needs; and lead working sessions with clients and internal stakeholders.
• Oversee overall project financials, including expense monitoring, forecasting, updating financial systems, and communicating changes to Sales/Account Management and clients.
• Negotiate supplier pricing, contract terms, and services through RFPs, bid analysis, and recommendations; track and report all changes and initiate payments, invoices, and project change orders.
• Maintain proactive communication with clients, leading regular status meetings and ensuring program objectives and expectations are met.
• Provide onsite leadership, managing client, supplier, and facility interactions to ensure programs operate as planned; anticipate and resolve challenges while limiting client liability.
• Lead team members when serving as onsite lead; manage VIP logistics and special projects; support proposal development and renewal deliverables; develop initial budgets for assigned programs.

Event Manager

Compliance

• Manage project financials, including revenue and gross profit tracking, cost reconciliation, and updates within internal systems.
• Prepare and review complex client invoices, ensuring accuracy and alignment with agreements to support positive project cash flow.
• Reconcile project details in accordance with client/vendor agreements, internal policies, and HCP ToV requirements.
• Provide financial and compliance updates to Event Management and Account Managers, identifying opportunities to improve project profitability.
• Complete monthly closing tasks, including research, follow‑up, and detailed analysis of project data.
• Serve as a resource for contract compliance, offering guidance to Account Teams, Event Managers, and Sales teams on policy requirements.
• Maintain all required documentation for GAAP, internal audits, external audits, and client audit requests.
• Support enhancements to SOPs, ensure SLAs are met, and may lead internal initiatives or assist with onsite or remote client support as needed.

Compliance Manager

• Serve as the primary client contact and lead for assigned HCP programs, establishing workflows and timelines to ensure timely, accurate coordination of all program details from planning through execution and reconciliation.
• Manage end-to-end program logistics, including coordinating hotel accommodations, destination management companies (DMCs), air travel, and third-party suppliers, while ensuring all contracts and program components align with client and organizational standards.
• Develop and maintain detailed program itineraries and agendas, ensuring all logistics, requirements, and deliverables are clearly documented and communicated to internal teams, suppliers, and stakeholders.
• Utilize program management systems to track and manage all program activity, ensuring accurate documentation, recordkeeping, and file management in accordance with Maritz, client, and HCP compliance requirements.
• Manage program budgets and financial reporting, including forecasting, tracking expenses, reconciling supplier payments, auditing invoices for accuracy, and communicating financial updates and changes to clients proactively.
• Maintain proactive, ongoing communication with clients and stakeholders, leading regular status meetings and ensuring alignment on expectations, timelines, and program deliverables to support a seamless client experience.
• Coordinate with internal teams, suppliers, and technical partners, including supporting web-related program requirements and ensuring all program components are aligned and executed successfully.
• Support complex and high-priority program needs, including managing VIP logistics, special projects, and unique client requirements while ensuring compliance with HCP and pharmaceutical industry standards.
• Provide reporting, timelines, and program documentation as required, ensuring transparency, accuracy, and alignment with client expectations and compliance requirements.
• Contribute to a collaborative team environment, sharing insights, supporting peers, and identifying opportunities to improve efficiency, client satisfaction, and overall program success.

Meeting Event Manager – HCP Events

General Counsel

• Draft, review, and negotiate a broad range of commercial agreements including service agreements, statements of work, amendments, NDAs, licensing, technology, and vendor contracts to support business operations and strategic initiatives.
• Ensure contractual terms comply with legal requirements, internal policies, and risk‑management standards while balancing business objectives.
• Identify legal and commercial risks, propose alternatives, and escalate significant issues to the General Counsel as appropriate.
• Provide practical, business‑focused guidance to internal partners on contract terms, risk mitigation, compliance considerations, and general legal questions.
• Build strong relationships across the enterprise to support efficient, legally compliant decision‑making.
• Assist with document management, contract workflows, records management, compliance initiatives, and process‑improvement efforts.
• Conduct legal research and monitor regulatory developments related to commercial contracting, privacy, procurement, technology, and industry trends.