About Strategy Institute
For 25 years, Strategy Institute has produced industry events and content that help senior leaders solve real operational challenges through practical, peer-led learning and high-quality networking. We’re a remote-first company, with team members spanning across the world, collaborating closely across marketing, production, and sponsorship to deliver high-performing conferences and year-round communities.
About Digital Marketing for Financial Services Summit
DMFS is Strategy Institute’s series of market-leading conferences built specifically for financial services marketing and digital leaders. Hosted across key North American locations (including Toronto, New York, Chicago and Charlotte), DMFS brings together senior practitioners across banking, credit unions, insurance, wealth/investment management, lending, cards/payments, and fintech to share proven playbooks for growth in a regulated environment.
Job Summary
We’re hiring a relationship-first retention professional to increase event attendance and improve the delegate experience. You’ll own the “confirmed → conversation → show-up” journey by building real relationships with delegates via phone, email, and LinkedIn, reducing no-shows, and strengthening our year-round community.
This is not a generic email role. The right person is confident on calls, great at follow-ups, and knows how to politely drive commitment without annoying people.
What You’ll Own
1) Show-Up Rate (Primary KPI)
* Proactively confirm attendance, answer questions, and remove friction
* Convert “confirmed but quiet” into clear attendance commitments
* Run day-before and day-of check-ins (phone + short email)
2) Relationship & Community Building
* Maintain relationships with senior FinServ marketing leaders so they return (and eventually pay)
* Create light-touch engagement that builds momentum (agenda highlights, peer orgs attending, networking formats)
* Capture feedback + objections to improve messaging, experience, and targeting
3) Outreach & Follow-Up Execution
* Use a structured cadence (email first, LinkedIn backup, phone for high-value)
* Personalize messages using industry context, session topics, and social proof
* Keep outreach respectful: prevent duplicate contacts and reduce opt-outs
4) Clean Tracking & Cross-Team Coordination
* Maintain an outreach tracker in HubSpot/Sheets: touches, replies, outcomes, show-up results
* Coordinate with Marketing (email schedule + deliverability) and Producers (agenda changes, speaker adds)
* Flag deliverability or workflow issues quickly (confirmation emails, sender reputation, spam filtering)
Day-to-Day Responsibilities
* Build working knowledge of DMFS events, audience, and common delegate questions
* Call and confirm delegates
* Handle inbound questions (venue, timing, dress code, agenda, dietary needs, etc.)
* Send short confirmation follow-ups (“reply YES” style) and engagement prompts (tracks, goals)
* Log status updates daily and provide quick show-up forecasts for leadership
* Build mini “community lists” (high-value attendees to nurture for future events)
* Support on-site check-in coordination when needed (or remote support)
Success Metrics (KPIs)
* Attendance/show-up rate among VIP/comp delegates (primary)
* Confirmation-to-show conversion rate
* Reply rate and positive sentiment (less “stop emailing me”)
* Reduction in duplicate outreach across team members
* Clean CRM hygiene (accurate statuses, notes, and next steps)
* Re-attendance / retention for future events (longer-term)
Required Skills
* Strong phone skills: confident, warm, concise, professional
* Comfort with email + LinkedIn follow-ups (high volume, high quality)
* Excellent written communication (short, clear, non-salesy)
* Organized operator: tracking, segmentation, ownership, handoffs
* Able to handle objections respectfully (“I might come”, “too busy”, “send me details”, etc.)
* Familiarity with CRM workflows (HubSpot preferred)
Nice-to-Haves
* Experience in events/conferences, community management, customer success, or B2B SaaS retention
* Understanding of enterprise environments (financial services, healthcare, public sector)
* Comfort working with deliverability best practices (plain text, sender reputation, etc.)
* Experience coordinating with marketing and sales/sponsorship teams