Senior Events Specialist

The Senior Events Specialist owns the planning, execution, budget, and measurement of national events and conferences that advance Personify Health's TPA growth strategy. This is a hands-on individual contributor role that turns event plans into best-in-class experiences for brokers, consultants, employers, and other TPA partners. 

This role is the lead event operations partner for Commercial TPA. Done well, events strengthen our market presence, give Sales more qualified conversations, and produce lead data the business can trust. 

• Own the national TPA event and conference calendar, aligned to approved event goals and priorities. 

• Build an annual TPA event strategy with selection criteria, budget allocation, and expected pipeline impact. Recommend which events to add, keep, or cut, along with sponsorship, speaking, booth, promotional, and attendee engagement opportunities, and prepare materials for leadership review. 

• Partner with Sales, Account Management, Procurement, Finance, and TPA Commercial leadership to gather requirements, confirm deliverables, and keep event plans moving forward. 

• Lead planning and execution for assigned national events and conferences, and support regional events, partner events, and virtual experiences as needed. 

• Plan hosted broker and client events, including VIP logistics and executive and speaker preparation. 

• Manage core event logistics, including timelines, vendor coordination, shipping, A/V needs, booth materials, speaker details, registration requirements, and attendee communications. 

• Create and maintain event project plans, checklists, run-of-show documents, attendee lists, stakeholder updates, landing page inputs, and post-event recap materials. 

• Travel required to lead on-site execution, manage setup and the attendee experience, and resolve or escalate issues with internal and external partners. 

• Coach teammates and colleagues on event standards and best practices, and serve as a point of escalation for event questions. 

• Follow company compliance guidelines for gifts, entertainment, and sponsorships involving brokers, consultants, and clients. 

• Own event budgets, including forecasting, purchase requests, vendor selection and negotiation, invoice status, and final costs, in partnership with Finance, Procurement, and Accounts Payable. 

• Maintain accurate event records, including attendance, meeting requests, lead capture details, campaign association, follow-up status, and post-event notes. 

• Partner with Sales to support lead routing, Salesforce campaign setup, and post-event follow-through. 

• Analyze post-event feedback and performance data, and recommend changes to future event plans. 

• Report event ROI to leadership, including pipeline influenced, cost per qualified lead, and meetings held, working with Marketing Operations on attribution. 

• Must be able to remain in a stationary position for extended periods of time.  

• Must be able to operate a computer and other office productivity tools.  

• Must be able to communicate clearly and exchange accurate information. 

• May occasionally need to move event materials, supplies, or equipment consistent with business needs and reasonable accommodation practices.  

• Bachelor's degree in Marketing, Communications, Business, Hospitality, Event Management, or a related field; equivalent experience may be considered. 

• 5-7 years of experience in event marketing, conference planning, field marketing, hospitality, or related event operations roles. 

• Experience owning event budgets and negotiating with vendors and venues. 

• Experience with Asana, Salesforce, HubSpot, event technology, and Microsoft Office. 

• Healthcare, TPA, benefits administration, health plan, or complex B2B sales experience preferred. 

• Strong organizational and project management skills, with high attention to detail and the ability to manage multiple timelines, vendors, deliverables, and stakeholder requests at once. 

• Excellent written and verbal communication skills, including the ability to write email and web copy and produce clear updates, instructions, and recaps. 

• Commercial awareness, with the ability to connect events to pipeline and sales outcomes. 

• Ability to work independently, solve problems in real time, and stay composed during live events. 

• Ability to travel regularly, with occasional evening or weekend availability tied to event schedules. 

This job description is not intended to contain a comprehensive list of activities, duties, or responsibilities, but constitutes a general description of the scope and function of the role within the company. Activities, duties, and responsibilities are subject to change at any time with or without notice.

• Competitive base salary and benefits effective day one
• Comprehensive medical and dental through our own health solutions (yes, we use what we build)
• Unlimited PTO—rest and recharge time is non-negotiable
• Mental health support, retirement planning, and financial protection
• Professional development with clear career progression and learning budgets
• Mission-driven culture where diverse perspectives drive real impact on people's health

Want the full picture? Visit personifyhealthbenefits.com to explore our complete benefits package, wellness programs, and other employee perks.

Compensation: This position offers a base salary range of $75,000 - $95,000, depending on location, skills, and experience. You're eligible for our full benefits package starting day one.

Our Commitment: Personify Health is an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive—because diversity is core to who we are and critical to our work in health and wellbeing.

Stay Safe: Personify Health will never ask for payment or sensitive personal information like social security numbers during hiring. All official communication comes from verified company email addresses and or our secure applicant tracking system. Suspicious requests? Report them to talent@personifyhealth.com. View all legitimate openings at personifyhealth.com/careers.