Events Manager at CSI
**Who this is for** This role is for a detail-oriented event professional looking to manage high-impact trade shows, customer conferences, and internal summits
Work type: remote
Location: Remote, USA
Type: Full-time
Summary
**Who this is for** This role is for a detail-oriented event professional looking to manage high-impact trade shows, customer conferences, and internal summits for a growing financial technology company.
**Key highlights** You will lead the end-to-end strategy and logistics for diverse corporate events, partnering with Sales and Product teams to drive lead generation and brand engagement while overseeing vendor relationships and on-site execution.
**You might be a good fit if you...** - Have 2–4 years of experience managing trade shows or large-scale corporate events.
- Possess strong organizational skills to handle multiple concurrent event timelines and budgets.
- Excel at coordinating cross-functional stakeholders to align on event objectives and post-event reporting.
- Are comfortable in a fast-paced, remote environment requiring both high-level planning and hands-on logistical execution.
Job Description
Job Description:
The Events Manager is responsible for planning and executing CSI’s key marketing events, including national and regional trade shows, customer‑facing events such as executive summits, the flagship customer conference, and internal events such as Sales Kickoff. This role partners closely with the Director of Events to translate strategic objectives into high‑quality, well‑executed events that drive business impact. The Event Manager manages day‑to‑day planning across multiple concurrent events and works cross‑functionally with Sales, Marketing, Product, and Leadership teams to deliver consistent, engaging experiences for customers and prospects. The Event Manager also collaborates with the Events Coordinator, providing direction and oversight across logistical planning to ensure timelines, vendors, and deliverables are executed seamlessly.
What You’ll Do
- Own the planning and execution of national, regional, and state‑level trade shows
- Partner with the Events Coordinator to manage event logistics, including:
- Exhibitor kits, contracts, and show services
- Booth logistics, shipping, labor coordination, and installation/dismantle
- Vendor coordination and timeline management
- Provide oversight to ensure all logistics are planned accurately and executed on time
- Partner with Sales to align on event objectives, messaging, and on‑site engagement strategy
- Lead pre‑event preparation, including internal communication, expectations, and team readiness
- Support and guide lead generation strategy, including:
- Defining goals for booth engagement and lead capture
- Ensuring teams are equipped with the appropriate tools and clear expectations
- Aligning on qualification criteria and post‑event follow‑up approach
- Oversee post‑event reporting and performance tracking, including:
- Lead capture results and data accuracy
- Event ROI and overall performance insights
- Key learnings and recommendations for future events
- Support on‑site execution for key events, ensuring smooth operations and strong brand representation
- Contribute to the planning and execution of customer conferences, executive events, and internal programs such as Sales Kickoff as needed
- Maintain alignment with event budgets, timelines, and company brand standards
What You Bring- Bachelor’s degree or equivalent experience
- 2–4 years of experience planning and managing events for a medium to large organization
- Demonstrated experience coordinating trade shows, customer events, or flagship programs
- Strong organizational skills with high attention to detail and the ability to manage multiple events simultaneously
- Excellent written and verbal communication skills with experience working cross‑functionally
- Ability to manage projects independently while collaborating effectively with stakeholders
- Comfortable working in a fast‑paced environment with shifting priorities and deadlines
As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional financial institutions solve their customers’ needs through open and flexible technologies. In addition to its award-winning core banking platform, these include the latest in lending, digital banking, payments, financial crime prevention and cybersecurity. Building on its 60-year track record of personalized service, CSI is shaping the future of banking and empowering its customers to rival their competition. For more information about CSI, visit [www.csiweb.com](http://www.csiweb.com/) CSI provides rewarding and challenging career opportunities for our employees. When determining your pay, we consider various factors such as your skills, qualifications, experience and location. Along with a competitive salary, this position includes eligibility for incentive awards based on both individual and business performance. We also offer a comprehensive range of benefits. To learn more about our benefits, visit: [Benefits Summary](https://www.csiweb.com/docs/reference/2026-CSI-Benefits-Summary-Flyer.pdf)
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