Crete Professionals Alliance · 1 day ago
Senior Associate, Live Events & Experiences
United States
Full-time
Remote
Senior Level
$75K/yr - $90K/yr
5+ years expCrete Professionals Alliance is a rapidly growing accounting firm that empowers small to mid-market firms with innovative workforce solutions. They are seeking a highly organized and relationship-driven team member to design and execute in-person events that foster business development and brand engagement.
Accounting
Responsibilities
Partner with the BD team to plan, coordinate, and execute events that build relationships and generate partner-firm opportunities, including dinners, sporting events, happy hours, and roundtables
Manage logistics including reservations, invitations, RSVPs, travel coordination, agendas, and onsite execution
Collaborate with Brand & Marketing to develop presentation materials, leave-behinds, event SWAG, and elevated branded experiences
Track event performance, target engagement, and ROI; deliver clear post-event reporting and recommendations
Own Crete’s presence at accounting and industry conferences from start to finish
Register Crete and partner firm attendees, coordinate travel, and manage on-site schedules
Lead booth production, setup, and teardown, ensuring a polished and modern experience with support from internal teams
Manage SWAG inventory, giveaways, raffles, signage, and all experiential elements
Partner with Brand & Marketing on presentation materials, speaking sessions, keynote preparation, and panel support
Review attendee lists to identify prospective partner firms
Assist BD in outreach to schedule meetings, coffees, dinners, and networking touchpoints before and during events
Maintain accurate records of all prospects, meetings, and interactions
Enter, update, and maintain lead information in Affinity, HubSpot, and other CRM tools
Track event metrics including attendance, target engagement rates, and BD pipeline influence
Provide post-event analysis with insights and recommendations for future improvements
Serve as the connective tissue between Business Development and Brand & Marketing
Ensure event experiences reflect Crete’s brand standards, messaging, tone, and story
Work closely with Growth Ops, Regional VPs, and partner firm leaders as needed for planning and execution
Qualification
Required
5+ years in event coordination, experiential marketing, business development support, or conference/tradeshow management
Experience in accounting, financial services, or other professional services industries is a strong plus
Strong project management and organizational skills; able to manage multiple events simultaneously
Ability to represent Crete professionally and warmly when interacting with current and prospective partners
Comfortable with CRM systems (Affinity, HubSpot preferred)
Exceptional attention to detail with strong follow-through and communication skills
Ability to travel frequently for events and conferences
A proactive, positive, relationship-first mindset
Benefits
Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Company
Crete Professionals Alliance
Crete Professionals Alliance is a group of accounting and professional services firms providing consulting and business solutions.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2024-04-16Pre Seed
Leadership Team
Frank Zhang
Co-Founder
Jake Sloane
Co-Founder
Recent News
Morningstar.com
2025-12-16
Company data provided by crunchbase