Cvent Project Manager

THIS IS A "HYBRID" POSITION. THE SELECTED CANDIDATE WILL WORK IN THE ARLINGTON, VA OFFICE ON TUESDAYS, WEDNESDAYS AND THURSDAYS.

Summary

The Cvent Project Manager serves as a project manager and provides day-to-day management of NACD’s event registration technology. This includes registration and product set up (Cvent), event reporting, and project management tracking tools. This project manager works closely with the full Education team and cross departmentally with Digital, Technology, Solutions & Innovation (DTSI), Content Leads, Credentialing, Marketing, Partner Relations, Chapters, and other stakeholders to ensure that all NACD programs are implemented meeting the standards for customer service, delivery, as well as continuing education credit.

Essential Duties And Responsibilities

Event Set Up & Registration

• Creates new events in Cvent, including event web pages, registration process builds, email correspondences, mobile applications (attendee hub), virtual event platforms, and event evaluation surveys.
• Ensures all email correspondences through Cvent are built, tested, and deployed adhering to standard operating procedures. Responsible for distributing registration documents to editing, event/content leads and any other appropriate reviewers before distribution
• Oversees the accuracy and timeliness in registration processing, confirmation distribution, and registration outreach e.g., Know Before You Go (KBYG), Badge Review, and Pre-read materials
• Continually evaluates key operational processes to facilitate accreditation and continuing education credit workflows to improve productivity and maintain high standards of quality control.
• Writes and/or reviews push notifications in conference app.
• Establishes processes for modifications to registrations, including cancelations, transfers, refunds and education credits.
• Works closely with Marketing on program registration set up and event detail pages within Cvent.
• Works collaboratively with other department and content leads to ensure clarity for all communication and online information.
• Manages integration of technology with Accounting department for event setup to ensure proper flow of revenues into accounting system. Manages specific requests surrounding finances for event registrations, primarily around refunds but also including tracking of past financial credits to put toward events, issuing of approved refunds, and assisting Accounting with reconciliation or auditing around revenue recognition issues.
• Manages integration of technology with DTSI to ensure accurate flow of data between CRM (Salesforce) and event registration system
• Manages workflows related to event set up in content management system to ensure accuracy in internal and external facing websites.
• Ensures the accuracy and timeliness in registration processing and communication
  
  

Event Reporting & Analysis

• Oversees and manages any necessary updates of weekly revenue recognition and registration tracking reports provided through Cvent reporting portal.
• Manages the processes to collect and update new and changed attendee information to ensure NACD has accurate data for event deliverables and overall data integrity.
• Researches, collects and provides data as requested to allow for strategic reporting
• Creates procedures to standardize operations of continuing professional education (CPE) credit, and the strategy for onsite implementation at events
• Troubleshoots various NACD credit reconciliation and reporting issues, including ad-hoc update requests via Membership Engagement Team, and comprehensive review of member credits as needed for credentialing team.
• Continually evaluates key operational processes to facilitate accreditation and continuing education credit workflows to improve productivity and maintain high standards of quality control.
  
  

Project Management

• Manages project management software, template builds, maintenance and reporting as assigned
• Responsible for adhering to project timelines using Monday.com event boards to track timely completion of tasks.
• Monitors budgeted revenue/expenses and processes invoices in a timely manner. Ensures expenses are kept at or below budgeted amounts.
• Updates standard operating procedures (SOPs) as needed
• Innovates to develop and implement processes and procedures to help enhance the experience at all NACD events. Supports and cultivates policies and procedures with a member-first mentality.
  
  

Other Duties

• This role serves as a second tier level of support for other NACD entities that leverage Cvent.
• Attends kickoff, update and post-event review meetings, as necessary.
• Travels to and attends in-person events as needed
• Alerts Senior Manager, Education Technology & Operations of issues, problems or concerns
• This role is cross-trained to serve as co-administrator of Learning Management System (LMS) LearnUpon.
• This role has no supervisory duties of internal direct reports
  
  

Other Requirements

• Stands/walks for long periods of time at events
• Climbs, balances, stoops, kneels, crouches, or crawls as needed
• Lifts between 20 and 50 pounds on occasion
  
  

Education/Qualifications

A bachelor’s degree and a minimum of five years of experience in customer service, registration, or project management. Must possess strong technical, project management, and problem-solving skills, and be a team player with a positive attitude and professional work ethic. Must possess and exhibit strong customer service skills, exemplary attention to detail, excellent communication and interpersonal skills, and ability to handle confidential information in a professional manner.

Must demonstrate ability to work independently as a self-starter as well as work as part of a team and collaboratively across the organization, handling multiple activities and priorities while meeting deadlines and maintaining the utmost professionalism, organization, and extreme attention to detail. Proficiency in Microsoft Word, PowerPoint and Excel is preferred. Experience with Cvent is required and experience with Salesforce, LearnUpon and Monday.com is preferred.

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This position description summarizes the main duties of the job. It neither prescribes nor restricts the exact tasks that may be required to carry out these duties. This document should not be construed in any way to represent a contract of employment. Management reserves the right to review and revise this document at any time.

The salary/hourly range for this position is $85,000 - $95,000 plus bonus potential. Compensation is based on several factors including but not limited to education, work experience, certifications, etc.