What are the responsibilities and job description for the Conference Account Manager position at OkWhen?
As an Account Manager, you will be the primary relationship owner for our partner organizations — guiding them from initial onboarding through live event execution. You'll combine platform expertise, proactive communication, and hands-on event coordination to ensure every conference runs smoothly for organizers, attendees, and sponsors alike.
Key responsibilitiesCustomer onboarding & platform support
Lead platform onboarding sessions for new customers, walking them through how to plan and manage conferences or events on BehaviorLive/OkWhen. Provide continuous support — including troubleshooting and best practices — throughout the entire planning cycle.
Pre-event coordination
Own pre-conference logistics end-to-end: badge creation, schedule reviews, event app updates, and attendee communications. Collaborate closely with AV teams, internal staff, and event organizers to ensure every setup detail is dialed in before the doors open.
Live event support
Manage live streams in real time — handling start/stop, troubleshooting, support chat, and ticket resolution. Provide on-site assistance with registration and any platform-related needs as they arise throughout the event.
Sponsor & vendor management
Build and manage sponsor stores within the platform, ensuring seamless sponsor participation and engagement before and during each event.
Continuing education & post-event follow-through
Support organizations in tracking and verifying CEU credits. Follow up post-event to resolve any outstanding tickets or issues and ensure a smooth close to every engagement.
Full-service event planning
For clients who need it, offer comprehensive event planning support — including venue selection, food & beverage, speaker logistics, travel coordination, and marketing assistance.
Process improvement
Continuously refine internal workflows and documentation for event support to improve both team efficiency and the customer experience.
Exceptional communicator
Highly organized
Strong problem-solver
Thrives under pressure
Passion for events
Comfortable with evening/weekend availability
3 years of experience in event planning or a related field
Experience in Canva, Zendesk, and CVENT preferred
This role is a great fit for someone who loves the energy of live events, takes pride in building strong client relationships, and genuinely enjoys solving problems on the fly. If that sounds like you, we'd love to hear from you.
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity, Paternity)
- Training & Development
- Work From Home