Specialist, Digital Events and Marketing Operations — Dallas, TX

Specialist, Digital Events and Marketing Operations

aubE7KHJ KuP5JG 9PZskqSK | Marketing Department

36QHeXZc – Dallas, Texas (Onsite)

About the Job

Experience aubE7KHJ KuP5JG 9PZskqSK! We are a modern, growth-minded organization committed to investing in the personal, professional, and financial development of our team. Our culture is rooted in excellence, collaboration, humility, integrity, compassion, and responsible stewardship.

What We Offer You

aubE7KHJ KuP5JG 9PZskqSK provides a competitive benefits package, a hybrid 4-1 work schedule with Fridays as optional work-from-home, opportunities for professional development, innovative work environments, and a culture that encourages entrepreneurial thinking and continuous improvement.

We are seeking a highly organized and proactive Specialist, Digital Events and Marketing Operations to own the planning, content development, execution, and follow-through of our digital webinar program while supporting key marketing operations initiatives. This role reports to the Director of Digital Marketing and works closely with advisors, executive leadership, Compliance, speakers, and internal stakeholders.

This role requires someone who can independently take a webinar from concept through completion. You will own the project plan, gather and organize content, partner with speakers to develop presentations, create PowerPoint materials, manage deadlines and approvals, configure webinar and marketing systems, lead rehearsals, administer live events, and oversee post-webinar follow-through.

Success requires exceptional organization, project management, attention to detail, technical proficiency, and a high degree of ownership. The ideal candidate anticipates needs, proactively follows up with stakeholders, and drives projects to completion with minimal oversight.

Project Management & Webinar Content Development

• Own webinar projects from initial planning through content development, execution, follow-up, and completion.

• Build and manage project plans and timelines, including milestones, content deadlines, Compliance reviews, rehearsals, launch dates, and post-event deliverables.

• Own the content-development process, working directly with speakers and stakeholders to gather and organize content, identify gaps, and create cohesive presentations.

• Proactively follow up with stakeholders to obtain outstanding content, decisions, approvals, and deliverables and keep projects on schedule.

• Partner with speakers to structure content into clear, logical, and engaging presentations aligned with webinar objectives.

• Create professional PowerPoint presentations from concept through final production, including building slides, organizing content, formatting decks, and incorporating graphics and visual elements.

• Translate speaker notes, raw content, existing materials, and stakeholder input into polished, presentation-ready PowerPoint materials.

• Manage Compliance review and approvals and ensure required changes are incorporated on schedule.

• Manage multiple webinar projects, speakers, stakeholders, deliverables, and deadlines while maintaining accuracy and consistent follow-through.

• Anticipate project needs, identify risks early, and independently drive projects through completion with minimal oversight.

Webinar Production & Operations

• Serve as the end-to-end operational owner of QWP's digital webinar program, including setup, testing, rehearsals, live execution, and post-event activities.

• Build and manage Zoom Webinar registration pages, forms, confirmation pages, and attendee workflows.

• Configure Zoom confirmation, reminder, and follow-up communications.

• Lead technical rehearsals with speakers, testing audio, video, screen sharing, presentation controls, polling, Q&A, and recording functionality.

• Serve as the live producer and Zoom Webinar administrator, managing presenters, recordings, attendee settings, Q&A, polls, screen sharing, and real-time troubleshooting.

• Coordinate pre-recorded sessions, including scheduling, speaker preparation, recording, editing, Compliance review, and production.

• Conduct pre-launch quality-control reviews of presentation content, registration pages, links, communications, disclosures, and technical settings.

• Own post-webinar execution, including recordings, follow-up communications, attendance reconciliation, CRM updates, lead routing, and outstanding deliverables.

• Maintain repeatable webinar processes, templates, and checklists to improve consistency and scalability.

Marketing Systems, CRM & Automation

• Build and maintain registration field mappings between Zoom Webinar and Practifi, QWP's Salesforce-based CRM, ensuring accurate contact creation, campaign attribution, lead-source tracking, and segmentation.

• Create and schedule Salesforce Account Engagement (Pardot) emails, workflows, segmentation, and automated Salesforce tasks for webinar campaigns.

• Maintain accurate data handoffs across Zoom Webinar, WordPress, Practifi, Account Engagement, Zapier, and related marketing systems.

• Test integrations and automations before launch to confirm registrations, campaign membership, email triggers, lead routing, and attendance data flow correctly.

• Reconcile registrations and attendance against Practifi campaign members and maintain accurate CRM records.

• Troubleshoot registration, CRM, automation, and technical issues that could impact webinar execution.

• Identify opportunities to automate and streamline webinar and campaign workflows.

Marketing Campaign & Content Support

• Create webinar and event flyers, banner graphics, and social media collateral in Canva while maintaining QWP brand standards.

• Schedule and publish approved social media content, maintain the publishing calendar, and conduct final quality-control reviews before publication.

• Support related digital marketing campaigns and initiatives as needed.

Reporting & Performance Tracking

• Track webinar registrations, attendance, engagement, lead conversion, campaign attribution, and follow-up completion.

• Maintain accurate webinar and campaign data within Practifi and supporting systems.

• Provide post-webinar reporting and identify opportunities to improve future webinars and campaigns.

What You’ll Need

• Experience: 3+ years of experience in digital event production, webinar operations, marketing operations, project management, campaign execution, or a related role, with experience independently managing webinars or complex projects from planning through completion.

• Project Management: Exceptional organizational and project management skills with the ability to manage multiple timelines, stakeholders, priorities, deliverables, and deadlines simultaneously.

• Ownership & Follow-Through: Demonstrated ability to anticipate needs, independently determine next steps, proactively follow up with stakeholders, and drive projects to completion with minimal oversight.

• Content Development: Experience working with speakers, executives, or subject-matter experts to gather, organize, and develop content into cohesive presentations.

• PowerPoint: Demonstrated experience creating professional PowerPoint presentations from the ground up, including organizing content, building slides, formatting decks, and incorporating visual elements. Strong PowerPoint proficiency is required.

• Webinar Technology: Strong hands-on experience administering Zoom Webinar, including registration setup, rehearsals, presenter management, live production, recordings, Q&A, and troubleshooting.

• CRM & Marketing Automation: Hands-on experience with Salesforce or a Salesforce-based CRM and marketing automation platforms. Practifi and Salesforce Account Engagement (Pardot) experience is strongly preferred.

• Systems & Integrations: Experience mapping data fields and troubleshooting integrations across webinar platforms, CRM systems, marketing automation tools, websites, and tools such as Zapier.

• Attention to Detail: Meticulous attention to detail with the ability to identify gaps, catch errors before launch, and consistently deliver high-quality work.

• Communication: Strong written and verbal communication skills with the ability to confidently coordinate with speakers, advisors, executive leadership, Compliance, Marketing, and internal stakeholders.

• Work Style: Self-directed, proactive, accountable, and comfortable operating in a fast-paced environment requiring initiative, ownership, and consistent follow-through.

• Education: Bachelor's degree in Marketing, Communications, Business, or a related field, or equivalent education and relevant professional experience.

Benefits

aubE7KHJ KuP5JG 9PZskqSK offers a competitive and comprehensive benefits package, including:

• Medical, Dental, and Vision Insurance

• 401(k) Plan with Employer Matching

• Annual Performance-Based Bonuses

• Flexible Paid Time Off (PTO) and Holidays

• Continuing Education and Professional Development Support

• Life and Disability Insurance

• Employee Wellness Programs

• Hybrid Work Schedule (4 days in-office, Fridays remote)

• Parental Leave

EQUAL EMPLOYMENT OPPORTUNITY: aubE7KHJ KuP5JG 9PZskqSK is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties), veteran status, or any other protected status under applicable law.