Marketing and Events Coordinator

Marketing and Events Coordinator

Whitley Penn, a leading CPA and Consulting firm, is looking for an Events Coordinator to join our team. This role supports the CMO, Marketing Managers, Events Specialist, and Go-to-Market (Industry & Service Line) team members in delivering best-in-class event and content experiences for the Firms' audiences, including, but not limited to prospects, clients, business contacts, community networks, chambers and like organizations, technology partners, prospective talent, and more. The Events Coordinator should support the events and sponsorships function of marketing by assisting in the planning, promotion, and execution of our events, firm wide. Events may include internal meetings, external conferences and seminars, trade shows and exhibitions, webinars, CPE education events, recruiting events, awards galas, philanthropy events, and other community-based events.

Whitley Penn has become one of the most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters.

• Office Expectations/Hours: General work schedule is 8:00am – 5:00pm/9:00am – 6:00pm with additional hours as needed which may include mornings, evenings, and weekends; adjusted based on week's events and travel needed.
• Travel: 25% (primarily in the state of Texas)
• Location: Dallas, Fort Worth, or Plano office

1. Event Planning, Logistics & Execution Support : Support the execution of events and sponsorship project plans including the coordination of logistics, sourcing, set-up, facilitation, and breakdown both in person and virtually. The Events Coordinator should project manage deliverables throughout their lifecycle as they travel through the marketing team and vendors, ensuring all event details are executed flawlessly, with direct responsibility for elevating the attendee experience.
2. Vendor Sourcing and Stakeholder Coordination : Source vendors and other outsourced event needs such as food and beverage, promotional items, entertainment, A/V and more. Should also coordinate with internal stakeholders to ensure all event and content needs are met, on budget and on time, and that the proper parties are consulted with and apprised of progress along the way.
3. Promotion Support : Work with marketing and growth team members to promote events through appropriate channels, such as social media, email campaigns, and the company website(s. Help recommend and implement strategies to increase content efficacy and engagement as well as event attendance.
4. Content Development : Assist with content ideation, writing, shooting/interviewing, developing, reviewing, and scheduling for various social media channels to promote events prior-to, on site, and post-events.
5. Performance Reporting & Other Administrative Duties : Track event attendance, content performance, and overall campaign effectiveness. Generate post-event satisfaction surveys and post-mortem meetings to collect feedback and work with the Events Specialist and Managers to implement new strategies and improvements. Conduct other standing administrative duties such as event spend, ticket pipeline documentation, and project management reconciliation.

• Bachelor's degree in Management, Marketing, Communications other related field.
• Recommended 3+ years of event planning and management; marketing, communications and social media experience a plus.
• Experience with Cvent or other event management platforms required.
• Experience working with HubSpot or other marketing automation system is a plus.
• Experience in creating and editing various social media graphics in tools such as Canva is a plus.
• Project coordination experience within a tool such as Asana, Monday.com, Trello, etc. is a plus.

• Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
• Voluntary Dental and Vision Insurance
• 17 Annual Firm holidays, with extended breaks around July 4th and year end
• 20 days PTO
• Paid Maternity and Parental Leave
• 401(k) with Profit Sharing
• Discretionary Bonus Program
• Health & Wellness Program
• Pet Insurance

Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify. All employment is decided on the basis of qualifications, merit, and business need.