Marketing Events Specialist

Position: Marketing Event Specialist

Founded in 2003, Roundstone is not your typical insurance company. We’re on a mission to help employers save on healthcare benefits so they can put those savings towards bettering their businesses and taking care of their employees.

As a Marketing Events Specialist reporting to the Demand Generation Manager, you will coordinate and execute marketing events ranging from national conferences to local and virtual experiences. You will play a key role in ensuring events are delivered on time, within budget, and aligned with organizational goals and brand standards. As capacity allows, you will also support marketing campaigns and other promotional initiatives.

The ideal candidate is a highly organized, detail-oriented self-starter who is passionate about creating engaging, memorable experiences for employees, clients, prospects, and partners. This role requires strong project management, communication, and collaboration skills, along with the ability to manage multiple priorities in a fast-paced environment.

You will work closely with Marketing, Sales, and cross-functional teams to align events with buyer personas, messaging, and customer journey strategies, ensuring the right experiences are delivered to the right audiences at the right time.

Key Duties & Responsibilities:

• Coordinate and execute internal and external events from planning through post-event follow-up, ensuring timelines, budgets, and deliverables are met.
• Manage event logistics, including venue sourcing, vendor coordination, contract negotiation, travel, swag, booth materials, and event activities.
• Maintain vendor relationships and oversee event-related communications and execution throughout the planning process.
• Partner with Sales, Marketing, and cross-functional teams to support event goals and attendee engagement strategies.
• Track event budgets, invoices, expenses, reimbursements, and reporting in partnership with Accounting and Finance.
• Support development and execution of event promotion plans alongside the Demand Generation Manager and Events Lead.
• Monitor RSVPs, attendance, post-event feedback, and event performance metrics to identify opportunities for improvement.
• Contribute creative ideas for impactful virtual and in-person event experiences.
• Support employee engagement and internal communications initiatives, including coordination and distribution of internal content and events.
• Ensure employee-facing events are organized, aligned with company culture and brand values, and deliver a positive experience.
• Build and maintain repeatable workflows and processes to improve efficiency and execution.
• Provide regular updates on project status, proactively troubleshoot issues, and keep stakeholders aligned on timelines and priorities.
  
  
  

Skills and Qualifications:

• Relevant bachelor’s degree.
• Event coordination/management experience, preferably in B2B setting.
• Great communications skills, with the ability to engage internal and external partners to meet deadlines, budget, and output expectations.
• Understanding of technology landscape for virtual events, including Zoom, Teams, and other platforms.
• Extremely detail-oriented and organized, able to meet deadlines
• High-energy and a positive attitude.
• Demonstrable experience using project management and marketing tech tools, including Wrike, Salesforce, and Pardot (or similar)
• Proficient in Microsoft Office (Word, Excel, OneDrive and PowerPoint).
• Knowledge of the health insurance market is a plus.
  
  
  

Better Benefits:

We’re leaders in our industry, so naturally, we look out for our employees’ best interests with a robust benefits package. Roundstone employees are eligible for:

• Medical, dental and vision benefits
• Annual bonus
• Dependent care 100% match up to max allowable
• Parental leave
• PTO beginning on Day 1
• Tuition reimbursement
• Healthy work/life balance
• Hybrid office schedule
• 401(k) plan with company match
• Employee Assistance Program
• On-site gym with personal trainer access
• Life insurance and short term disability insurance
  
  
  

More About Roundstone

Headquartered in Rocky River, Ohio, Roundstone is regularly recognized as a Northeast Ohio Top Workplace by the Plain Dealer and cleveland.com. We are especially proud to be recognized as a Top Workplace since this honor is determined by anonymous feedback from our own employees. Roundstone employees enjoy a supportive workplace where they are engaged, valued and regularly recognized for their hard work at monthly company meetings. Roundstone’s core values are evident every day and are shared with the community through the sponsorship of community events and outreach.

Our Core Values

• Live well: Be healthier and bring positive energy to all you do.
• Work smarter: Get things done, better.
• Own it: Accountability is your middle name. Be on time, do what you say, and finish what you start.
• Be intellectually curious: Always be learning. See opportunity everywhere and have a drive to know.
  
  
  

Culture and fit are integral to success and in an effort to achieve a better match both from a candidate's perspective and our organization, please take a minute, click on the link and take the really brief survey:

https://go.cultureindex.com/p/LKjgGZBrpTfjtP

Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Roundstone Insurance we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.