Experience & Engagement Marketing Manager

Location: Santa Clara, CA (4 days onsite)

Compensation: $120,000 - $133,000 (OTE)

Reports to: Director, Marketing

In experience marketing, our mission is to create meaningful experiences that turn connections into lasting relationships and relationships into business growth. We bring our brand to life through high-impact events, customer engagement, and partner experiences that inspire connection, deepen loyalty, cultivate advocacy, and accelerate business outcomes. By connecting people, communities, and opportunities across the customer and partner ecosystem, we transform individual interactions into enduring relationships and measurable business impact.

As Experience & Engagement Marketing Manager, you will own the partner, sponsorship, and co-marketing programs that connect the company with integration partners, leagues, and clients to drive pipeline. You will balance partner marketing with event strategy and execution, working closely with the Director of Marketing and cross-functional teams.

Why this role is critical: Partners, sponsorships, and events are where the company's brand reaches credit unions and community banks. This role turns those efforts into measurable pipeline, brand visibility, and long-term customer growth.

About the company: the company is the Agentic AI Platform for Credit Unions and Community Banks. We bring humans and AI together to serve communities. More than 750 financial institutions trust the company to drive growth, experience, efficiency, and compliance.

Event Strategy & Execution

• Support the Director of Marketing in the planning and execution of 60+ high-impact events.

• Ensure the company’s presence at each event is strategic, engaging, and drives pipeline.

• Plan and execute social activations at key conferences throughout the year to extend the company's reach before, during, and after each event.

• Plan and execute booth activations that draw visitors to the company's booth.

• Build speaker line-ups for events and coordinate with the brand team on presentation decks.

• Collaborate with the brand team on event asset management, including tracking, version control and reuse across events.

• Collaborate closely with the Event Operations Manager, whose critical oversight of operational aspects—including logistics and post-event coordination (invoice review, vendor management, expense tracking, shipment handling, etc.)—ensures seamless execution and maximizes event ROI.

• Travel to events as required to ensure brand consistency.

Partner Marketing

• Own the sponsorship program for the company’s marquee events: EMERGE, Leadership Summit, and Bollywood Night at the Governmental Affairs Conference (GAC).

• Act as the single point of contact for sponsor logistics, keeping every sponsorship mutually beneficial.

• Own the partner webinar calendar, scheduling sessions with integration partners that showcase what the company’s solution can do alongside partner technology.

• Partner with demand gen to help hit CSQL targets and grow pipeline.

• Lead co-marketing programs with partners, leagues, and associations to grow shared lead flow through strategic collaboration.

Operational Support

• Support the Director of Marketing in strengthening and evolving the company’s brand to stand out clearly in the market.

• Assist in ensuring messaging is consistent across all marketing efforts—product, events, campaigns.

• Support major brand initiatives, contributing to projects that reflect client voice and market leadership.

• Assist in reporting quarterly on brand and event performance, including takeaways and next steps.

• Support sharing the impact of co-marketing and client marketing efforts.

• Support the Director of Marketing in their operational leadership duties, including cross-functional projects.

• Contribute to overseeing assigned marketing budgets and ensuring efficient spend, specifically related to event and partner initiatives.

What You Offer

• 3+ years of proven success in end-to-end event strategy, execution, and partner marketing programs.

• Demonstrated experience managing sponsorship programs, co-marketing initiatives, and vendor/event operations.

• Strong organizational skill with a keen eye for detail and high standards for brand presentation and event logistics.

• Ability to align event activations and partner campaigns with key pipeline and business impact metrics.

• Cross-functional collaborative mindset with experience coordinating speakers, event managers, and demand generation teams.

• Willingness to travel up to 25%.

Why join us?

• Be part of a dynamic, high-growth tech company with an exciting future.

• Work in a collaborative and supportive environment that values innovation and employee experience.

• Competitive compensation and benefits, including healthcare, 401(k), and professional development opportunities.

• Get a clear career path: Successful BDRs at the company grow into Account Executives and beyond.

About the company ([link for members]

The company is on a mission to disrupt the way people access financial services. The company enables financial institutions to digitally engage in a secure and compliant way. Using our world-class digital communications platform, community financial institutions can improve operations, engagement and productivity. CFIs (Community Banks and Credit Unions) use the company to communicate with consumers via Text, Video, Secure Chat, co-browsing, screen sharing and chatbot technology — all integrated in a single platform bolstered by AI, skill-based routing and other contact center capabilities.

The company Values

• Customers are our North Star

• No Fear - Tell the truth

• Team of Owners

The company is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.