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Senior Manager Event Programs

Ocrolus is a document AI platform that enables faster and more accurate financial decision-making for lenders.

Ocrolus

Employee count: 501-1000

Salary: 150k-170k USD

United States only

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Come build at the intersection of AI and fintech. At Ocrolus, we’re on a mission to help lenders automate workflows with confidence—streamlining how financial institutions evaluate borrowers and enabling faster, more accurate lending decisions.

Our AI-powered data and analytics platform is trusted at scale, processing nearly one million credit applications every month across small business, mortgage, and consumer lending. By integrating state-of-the-art open- and closed-source AI models with our human-in-the-loop verification engine, Ocrolus captures data from financial documents with over 99% accuracy. Thanks to our advanced fraud detection and comprehensive cash flow and income analytics, our customers achieve greater efficiency in risk management, and provide expanded access to credit—ultimately creating a more inclusive financial system.

Trusted by more than 400 customers—including industry leaders like Better Mortgage, Brex, Enova, Nova Credit, PayPal, Plaid, SoFi, and Square—Ocrolus stands at the forefront of AI innovation in fintech. Join us, and help redefine how the world’s most innovative lenders do business.

We’re hiring a Senior Manager, Event Programs to own Ocrolus’ industry events and owned field marketing programs, from large national conferences to curated executive dinners, roadshows, workshops, and regional activations. This role goes beyond logistics: you’ll orchestrate full-funnel programs across marketing and revenue, leverage AI and automation to eliminate busywork and influence across revenue, product and executive teams to create pipeline, accelerate deals, and strengthen customer relationships through world-class events.

You are a detail-obsessed event operator and a wide-angle program owner who not only rolls up your sleeves on execution while also owning strategy, measurement, and continuous improvement. You proactively source speaking opportunities, build promotional campaigns, operationalize attendee intelligence, and are relentless about follow-through long after an event concludes.

This role owns event and field marketing programs for a specific Ocrolus vertical (SMB or Mortgage), operating with shared standards while developing deep vertical expertise.

What you’ll do

End-to-end event ownership

  • Own Ocrolus’ full event portfolio for an assigned vertical (SMB or Mortgage), including industry conferences, owned field marketing programs (executive dinners, roadshows, workshops, roundtables, customer events), and partner-led activations.
  • Build the annual event and field marketing strategy and budget aligned to revenue goals, balancing conferences and curated field programs to drive pipeline creation, deal acceleration, and customer expansion.
  • Define event objectives, KPIs, and attribution models (sourced vs. influenced pipeline, pipeline acceleration, expansion impact) and clearly communicate results to stakeholders.
  • Maintain an evolving go/no-go decision framework for net-new shows, field formats, and sponsorship tiers, leveraging AI to evaluate ROI, audience fit, and account coverage.
  • Design high-intent event experiences that go beyond the conference floor that prioritize meetings, executive engagement, and quality conversations over volume.
  • Own contracts, sponsor deliverables, booth logistics, venues, vendors, swag, and on-site execution; negotiate to maximize value across all event types.
  • Partner with Sales, Account Management, and Customer Marketing to align on target accounts, regions, and objectives for each event and field program.
  • Guide agencies and vendors; develop run-of-show, staffing plans, and real-time lead capture and qualification workflows that sync with the CRM in real time.
  • Build and optimize repeatable event and field marketing playbooks as programs scale.

Speaking & content programs

  • Proactively source call-for-speakers and paid/earned thought-leadership opportunities at events; make clear recommendations, draft abstracts, and own submissions end-to-end.
  • Partner with executives, product marketing, and internal SMEs to develop compelling narratives, panels and presentations (in partnership with brand marketing).
  • Support partner-led events and co-branded activations.

Revenue alignment & AI

  • Partner with RevOps and Growth to covert attendee lists into action with AI-assisted workflows and clear SLAs
  • Operationalize pre-event meeting booking and post-event acceleration for both conferences and field programs.
  • Use AI and data to recommend target accounts, invite lists, and follow-up prioritization, including reviewing large datasets to inform go/no-go decisions.
  • Collaborate with content, design, growth, and product marketing to deliver cohesive pre- and post-event campaigns.
  • Own event-related messaging and asset creation (signage, decks, microsites, printed materials, gifting).
  • Publish 48-hour executive summaries (key accounts touched, hot leads, next actions) and 7/14/30-day pipeline updates; lead post-event retrospectives and optimization.

You’ll thrive here if you

  • Are T-shaped: deep in event operations and production, broad across demand gen, lifecycle marketing, content, and RevOps.
  • Have a strong bias for action and can influence without authority across SDRs, AEs, AMs, Product, and Executive teams.
  • Are data-centric and comfortable working with large datasets (attendee lists, account coverage, pipeline analysis) to drive decisions.
  • Have an AI-first mentality and treat AI as your co-pilot so humans focus on judgment while automation handles scale.
  • A/B test relentlessly and operate with a progress-over-perfection mindset
  • Enjoy going deep in a vertical and designing events that reflect how buyers actually buy.

What you bring

  • 3 -10 years in B2B event marketing, demand gen, or ABM, plus 3+ years owning major industry conferences.
  • Proven record of tying events to pipeline and revenue, not just attendance and logistics.
  • Experience with a modern martech stack: CRMs (e.g., Salesforce and/or HubSpot), marketing automation (e.g., HubSpot), routing & enrichment (e.g., ZoomInfo/Clay), ABM platforms (e.g., 6sense), project management tools (e.g., Asana), sales intelligence tools (e.g., Gong) and OpenAI.
  • Hands-on experience with LLMs and AI tools (ChatGPT/Claude/Copilot), plus familiarity with automation (Zapier/Workato/Make/n9n), and prompt design extraordinaire.
  • Strong written communication skills, including briefs and abstracts, landing pages, email copy, and executive-ready recaps.
  • Strong vendor management and negotiation skills; budget ownership experience.

Note:

The full-time salary range for this role is between $150,000 - $170,000 + equity + benefits. Base pay offered may vary depending on job-related knowledge, skills, experience, and market location.

Disclosure as required by N.Y.C. Admin. Code §§ 8-102 and 8-107(32) of the full time salary compensation range for this role when being hired into our offices in New York City.

Life at Ocrolus

We’re a team of builders, thinkers, and problem solvers who care deeply about our mission — and each other. As a fast-growing, remote-first company, we offer an environment where you can grow your skills, take ownership of your work, and make a meaningful impact.

Our culture is grounded in four core values: Empathy – Understand and serve with compassion
Curiosity – Explore new ideas and question the status quo Humility – Listen, be grounded, and remain open-minded
Ownership – Love what you do, work hard, and deliver excellence

We believe diverse perspectives drive better outcomes. That’s why we’re committed to fostering an inclusive workplace where everyone has a seat at the table, regardless of race, gender, gender identity, age, disability, national origin, or any other protected characteristic.

We look forward to building the future of lending together.

About the job

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Posted on

Job type

Full Time

Experience level

Senior
Manager

Salary

Salary: 150k-170k USD

Location requirements

Hiring timezones

United States +/- 0 hours

About Ocrolus

Learn more about Ocrolus and their company culture.

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What began as an idea in a parent's kitchen has blossomed into a transformative force in the financial technology sector. Ocrolus was founded in 2014 by Sam Bobley, who, at the age of 22, embarked on a journey to solve a significant challenge in the financial industry: the manual and error-prone process of analyzing financial documents. The initial spark for Ocrolus came from the convoluted world of Medicaid application processing, where the sheer volume of financial paperwork created massive inefficiencies. This firsthand observation of a broken system fueled the creation of a platform that could automate and bring precision to document-driven workflows. The company's early days were characterized by a relentless drive to build a technology that could read and understand financial documents with unparalleled accuracy, a stark contrast to the existing OCR solutions that fell short.

Today, Ocrolus stands as a leader in AI-driven document automation, serving a diverse clientele that includes some of the biggest names in fintech, mortgage lending, and banking like PayPal, SoFi, and Plaid. The company's innovative approach combines the power of artificial intelligence with a human-in-the-loop verification process, ensuring over 99% accuracy in data extraction. This unique fusion of machine intelligence and human oversight has become the cornerstone of their success, enabling lenders to make faster, more informed, and more confident credit decisions. From its humble beginnings, Ocrolus has grown into a global team with a strong presence in New York City, empowering financial institutions to level the playing field for borrowers by providing expanded access to credit at a lower cost. The journey from a kitchen table startup to a key player in the digital lending ecosystem is a testament to the company's unwavering commitment to innovation, accuracy, and its mission to revolutionize financial services.

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Ocrolus

Company size

501-1000 employees

Founded in

2014

Chief executive officer

Sam Bobley

Employees live in

View company profile

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Ocrolus hiring Senior Manager Event Programs • Remote (Work from Home) | Himalayas