Event Operations Specialist – Registration

🔥 14 hours ago

🇺🇸 United States – Remote

💵 $63.8k - $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• Build and launch Cvent registration websites, forms, and confirmation pages for in-person, virtual, and hybrid events • Partner with content and email marketing teams on copy, imagery, branding, invitations, reminders, follow-ups, links, and registration tracking • Configure registration paths with conditional logic, attendee types, capacity limits, waitlists, and approval workflows • Test Cvent registration sites end to end for content, logic, confirmation emails, reporting, accessibility, privacy, and compliance • Serve as the Cvent power user for local events, maintaining standards, templates, user access, data integrity, and documentation • Manage attendee communications, RSVP tracking, confirmations, reminders, waitlists, registration questions, and post-event surveys • Own a portfolio of virtual events from planning through follow-up, including timelines, run of show, speaker coordination, technical rehearsals, day-of support, and attendee communications • Track attendance and engagement and report results and leads to local offices and marketing leadership • Create and manage Salesforce campaigns and align Cvent registration and attendance data with Salesforce • Reconcile registration, check-in, and no-show data; build Cvent reports; and ensure event leads are documented and tracked • Act as department project manager, tracking timelines, deliverables, ownership, approvals, intake, priorities, and capacity • Streamline processes and implement improved workflows, standards, reusable templates, best practices, documentation, checklists, and training materials • Collaborate with email marketing, content, local offices, event specialists, and vendors • Support broader event logistics, including vendor coordination, budget tracking, and collateral • Perform other duties as assigned

🎯 Requirements

• Minimum two years of hands-on Cvent experience, including building complete registration websites, configuring conditional logic and attendee types, managing invitations and attendee data, and running Cvent reports • Minimum three years of experience in event registration, event technology, or event planning • Experience managing virtual events from planning through execution and managing multiple projects at once • Proficiency with Salesforce or another CRM system • Strong Excel skills, including formulas, pivot tables, and mail merges • Exceptional attention to detail and proofreading skills • Clear, friendly written and verbal communication and a collaborative approach • Ability to manage multiple events and deadlines and make sound judgment calls in a fast-paced environment • Ability to support events in multiple markets from a remote position • Ability to travel 10% to 15% • Preferred: Cvent certification • Preferred: Certified Meeting Professional (CMP) • Preferred: Experience as a project manager or in an operations role, including process documentation and improvement • Preferred: Experience integrating Cvent with Salesforce • Preferred: Experience with Cvent OnArrival, Cvent event apps, and onsite badge printing technology • Preferred: Experience with EventSpark, Swoogo, Bizzabo, or other registration platforms • Preferred: Working knowledge of HTML or CSS • Preferred: Bachelor’s degree or equivalent experience • Preferred: Experience supporting client-facing events in financial services or another regulated industry

🏖️ Benefits

• Company Paid Basic Life & AD&D Insurance • Company Paid Short-Term and Long-Term Disability Insurance • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance • Three Cigna medical plans, including two High Deductible Health Plans and a Traditional Co-Pay medical plan • Kaiser Medical plans available in California • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan • Two comprehensive Dental Plans • Vision Insurance Plan • Dependent Care Savings Account for child and dependent care • 14 Company Paid Holidays including a full week off at Thanksgiving • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (8 weeks) • Maternity benefits utilizing company paid STD, supplemental STD, and Parental Leave • Adoption Assistance Reimbursement Program • Company Paid Concierge Services • 401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and after-tax option • Pet Insurance • Personalized financial planning and guidance at preferred employee pricing • Incentive compensation eligibility

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