Personify

Project Manager

• Serve as the primary project contact for assigned clients, ensuring timely communication and proactive project management throughout the event cycle.
• Understand each client’s event objectives and translate them into system configuration and workflow recommendations.
• Oversee initial system setup and configuration, ensuring data accuracy and alignment with client goals.
• Execute iterative configuration changes as needed throughout the project lifecycle, maintaining a focus on accuracy and efficiency.
• Assist clients with troubleshooting issues and escalate technical concerns appropriately to internal teams.
• Provide direct training and consultative guidance to clients to ensure successful adoption and use of A2Z’s event management tools, including the Event Portal and related modules.
• Guide clients in accessing and utilizing the Learning Management System (LMS) and other available training resources to strengthen their knowledge and confidence.
• Encourage client engagement with A2Z Support for technical or time-sensitive inquiries.
• Work closely with Account Management to communicate client health, identify risks, and share potential growth or upsell opportunities.
• Collaborate with internal stakeholders—including Product, Engineering, and Finance—to advocate for client needs and ensure successful project delivery.
• Adhere to and help refine standardized project management processes, documentation, and best practices across the team.
• Manage timelines, milestones, and deliverables for each project, ensuring adherence to scope and schedule.
• Create and document change requests or Statements of Work (SoW) when project scope exceeds contracted terms.
• Maintain up-to-date project records and client communication logs within designated tools and systems.

Project Manager, Events

Account Executive

• Present, promote and sell products/services using solid sales skills to prospective customers
• Establish, develop and maintain positive business and customer relationships
• Coordinate sales effort with team members and other departments
• Continuously improve through feedback
• Negotiating all contracts with prospective clients

Sales Executive

Account Manager

• Be the trusted advisor and growth partner for your portfolio of A2Z Events clients
• Manage renewals, focused on driving value through product upsell and cross-sell solutions to help clients boost revenue and streamline operations
• Acquire new customers from marketing and tradeshow leads
• Become a go-to partner for event organizers, turning clients into long-term advocates
• Develop and execute account plans that drive measurable client outcomes and growth
• Work hand-in-hand with Client Services to ensure clients see measurable success throughout their event cycle
• Maintain a disciplined Salesforce pipeline, consistently hit or exceed targets, and contribute directly to Personify’s growth
• Share client feedback to influence our product roadmap and improve the user experience
• Participate in virtual and in-person meetings, industry events, and networking opportunities to expand your book of business

Account Manager II

Marketing Operations

• Set up, QA, and launch email, web, and digital campaigns in Marketo; manage lists and ensure campaigns are delivered accurately and on time.
• Maintain campaign calendars in Asana, coordinate assets, and work closely with segment marketers and digital teams to keep launches on track.
• Build dashboards and reports to track campaign performance, lead activity, and marketing KPIs; analyze data from Marketo, Salesforce, and HubSpot to deliver actionable insights.
• Document workflows, improve automation, and strengthen lead management processes to enhance campaign efficiency.
• Maintain campaign tagging, lead source tracking, and database accuracy across Marketo and Salesforce.
• Serve as the first point of contact for marketing system issues and partner with Marketing Ops/RevOps to ensure integrations and reporting remain seamless.
• Own campaign logistics and reporting as the trusted go-to person for execution.
• Collaborate across marketing, sales, and operations teams to drive alignment and deliver results.

Marketing Operations Specialist

Onboarding Specialist

• Engage trial users proactively through email, phone, chat, and live demos
• Deliver a world-class onboarding experience that makes upgrading to a paid account the natural choice
• Meet and exceed sales activity metrics and conversion goals
• Deeply understand our target market, their challenges, and how we help solve them
• Provide feedback to improve the trial experience, helping shape the future of Wild Apricot
• Play a direct role in driving Personify’s growth and revenue
• Serve as a trusted advisor during 60-day free trials, ensuring users see value quickly and stay on track with setup
• Combine customer experience, product support, and consultative sales in a front-line, revenue-influencing role

Customer Onboarding Representative

Revenue Operations

• Architect, implement, and optimize systems, processes, and insights that power revenue growth
• Build and continuously refine the revenue operating system spanning sales, marketing, customer success, and finance integration
• Drive rigor in pipeline management, forecasting, lead-to-revenue processes, and renewal/expansion motions
• Ensure data flows seamlessly across functions to support unified decision-making
• Own revenue analytics and forecasting, providing executives and board-level stakeholders with actionable insights
• Design dashboards and models that highlight leading indicators, risk, and growth opportunities
• Champion data quality, governance, and integrity across all revenue systems
• Lead the roadmap for the commercial tech stack (CRM, marketing automation, CS platforms, analytics)
• Implement automation and generative AI use cases to drive productivity across GTM and Finance teams
• Evaluate and integrate new tools that provide leverage, scalability, and sharper insights
• Serve as a critical bridge between Finance and GTM leaders, aligning objectives, reporting, and execution
• Partner with Sales, Marketing, Customer Success, and Product to ensure operational alignment
• Build and lead a lean, high-impact RevOps team to scale the business

Project Manager, Events

Sales Executive

Account Manager II

Marketing Operations Specialist

Customer Onboarding Representative

Director, Revenue Operations