The Challenge

At OneTrust, great events start with strong planning and even stronger execution. The Global Events team delivers 80+ events annually — ranging from community user groups and executive roadshows to Tier 1 tradeshows and our flagship global conferences, TrustWeek and Sales Kickoff.

As an Events Marketing Specialist, you’ll play a critical support role across this portfolio. This is an excellent opportunity for someone earlier in their events or marketing career who is eager to learn, highly organized, and excited to help deliver exceptional experiences through strong operational support, coordination, and documentation.

Your Mission

You have a passion for exceptional event experiences—from immersive tradeshows to complex multi-day conferences and smaller customer connection events—and thrive in a fast-paced environment where cross-functional collaboration and innovation are key.  You are eager to learn to identify and report on event goals, objectives, and KPIs and strive to create compelling experiences and marketing plans that drive attendees to register and participate in OneTrust events.

As an Events Marketing Specialist, you will support the strategy and execution of OneTrust’s event portfolio, including:

Event Execution Support

• Support planning and execution for flagship conferences such as TrustWeek and OneTrust one‑day events, including vendor coordination, speaker and breakout logistics, sponsor support, off‑site events, and attendee experience elements.
• Assist with OneTrust’s presence at third‑party tradeshows, supporting project plans, internal enablement, onsite logistics, and post‑event reporting.
• Support community and customer events including User Groups, thought leadership events, and OneTrust global roadshows.

Event Operations & Coordination

• Maintain detailed project documentation, budgets, timelines, and event folders to ensure consistency and accuracy across events.
• Support procurement processes and contract tracking for venues, vendors, and services.
• Assist with registration websites, surveys, lead capture, and ROI reporting.

Cross‑Functional Collaboration

• Partner with internal teams (Field Marketing, Sales, Customer Success, and Marketing) to support successful event participation.
• Help ensure teams are informed, enabled, and aligned on event goals, logistics, and outcomes.

Event Technology & Tools

• Work within event and marketing systems including project management tools, budget trackers, CRM, and registration platforms.
• Support reporting and analysis to help measure event performance and impact.

You Are

• Looking to further your career in event management as an in-house\client-side planner
• Have knowledge and interest in marketing and event’s role in driving business goals
• Highly organized and detail-oriented, with the ability to manage multiple complex projects simultaneously.
• Eager to learn about vendor negotiation, budget management, and logistics coordination.
• Comfortable working in a fast-paced, lean environment with tight deadlines.
• High degree of technical competence for registration systems and websites, event reporting and analytics through use of SFDC and PowerBI dashboards, project management and resourcing platforms.
• Keen interest in developing unique experiences that drive brand engagement across live and virtual events
• Willing to travel (domestic & international) and work nonstandard hours as needed.

Your Experience Includes

• 2+ years of experience supporting marketing events or tradeshows (B2B SaaS experience is a plus).
• Degree, preferably in marketing, communication, public relations or related field   
• Experience working in a cross-functional capacity within a dynamic, rapidly changing environment   
• Experience with Microsoft tools
• Additional bonus to have had experience with CVENT event website building, registration management and content (breakout) management

About the Team

The Executive Operations team is a centralized, cross-functional team that supports Opendoor's leadership and employees. We sit across two areas: Exec Ops Partners (also known as Executive Assistants) and Workplace Partners. We operate as a direct expression of Opendoor's values: Founder Mentality, Mission Over Ego, Default to AI, and Default to Open, every single day.

Our job is simple to say and hard to do well: we create the conditions for great work. That means the physical environment is excellent, the experience is seamless, and employees and guests feel genuinely welcomed.

We're operators at heart. We sweat the details, anticipate what's needed before it's asked for, and hold ourselves to a high bar on everything from a clean kitchen to a flawlessly run All-Hands.

About the Role

We're hiring a Workplace Specialist to own the day-to-day experience at our San Francisco office. This is a hands-on, in-office role — you'll be the face of the workplace, the engine behind our events, and the person employees count on when something needs to get done.

You'll manage facilities, front desk, vendors, events, and everything in between. You'll be expected to move fast, catch things before they become problems, and bring genuine care to the people and space you support. This isn't a passive role. You'll own outcomes, build relationships, and be a visible, trusted presence in the office every day.

It's a great fit for someone who is detail-oriented, hospitality-minded, and thrives in a physical, fast-moving environment. If you find satisfaction in a perfectly stocked kitchen, a smoothly run event, and a building that just works — this role is for you.

What You'll Do

Workplace Experience — Day-to-Day Operations

• Conduct thorough daily facilities checks to ensure the office consistently meets high standards for cleanliness, appearance, and functionality — across all common areas, conference rooms, kitchens, and restrooms.
• Serve as the front desk point of contact at our San Francisco office: greet employees and guests, manage visitor logistics, coordinate meeting details, and ensure the physical environment is conducive to a productive workday.
• Act as the primary point of contact for all workplace-related questions and concerns from employees, escalating or resolving with speed and care.
• Receive, sort, and distribute all incoming and outgoing mail and packages.
• Stock and maintain office supplies, amenities, and swag inventory — always ahead of what's needed, never behind.

Events & Hospitality

• Organize and execute physical event setups for internal events including All-Hands, offsites, engagement events, team-building activities, and ad hoc gatherings.
• Provide concierge-level service for meetings and events: coordinate logistics, room setup, catering, AV, and any details that make the experience exceptional.
• Assist with employee engagement for in-office employees — helping build culture through the physical experience of being at Opendoor.

Vendor & Facilities Management

• Oversee and manage office vendors, building security, and safety teams — setting expectations, monitoring performance, and escalating issues as needed.
• Supervise outside workplace contractors and ensure work is completed on time, on spec, and with minimal disruption to the workplace.
• Partner with building management on facilities issues, maintenance coordination, and compliance.
• Provide regular updates on site status and ongoing projects to management and key stakeholders.

Employee Lifecycle & Operations

• Support employee onboarding, internal moves, and offboarding — coordinating the physical logistics that make transitions smooth.
• Monitor Jira tickets to track and resolve workplace requests with a high standard of customer service and timely follow-through.
• Cross-collaborate with key stakeholders, both internal and external, to deliver the best possible workplace experience for employees and guests.

Safety & Emergency Response

• Act as a member of the emergency response team — assist with safety training, emergency preparedness, and real-time incident response. CPR certification is a plus.
• Maintain working knowledge of building safety procedures and serve as a reliable, calm resource when it counts.

Additional

Additional duties and responsibilities may be assigned on an as-needed basis through the course of normal business operations.

How We Work — What to Expect

You'll be joining a team that operates as a unit. A few things that define how we work:

• We over-communicate. Our employees and leaders are never left wondering where something stands. Silence is not a status update.
• We move as a unit. We brief each other, proxy for each other, and back each other up so no one feels a gap.
• We share information freely. What one person learns, the team learns. We trade context, patterns, and workflows because the whole team gets stronger when we do.
• We default to open. We assume good intent, ask the dumb question, and share early drafts.
• We treat each other as partners. We push back when something doesn't make sense, celebrate each other's wins, and never make a teammate's job harder than it has to be.

What You'll Bring

• 1–3 years of experience in a workplace, facilities, office operations, or hospitality role.
• A hospitality mindset — you genuinely care about the experience of the people around you, and it shows.
• Strong organizational instincts and a high bar for attention to detail. You are a planner. You like systems and checklists, and you follow through.
• The ability to prioritize and execute quickly across multiple workstreams without dropping balls.
• Clear verbal and written communication — you can work with vendors, employees, and executives with equal ease.
• Comfort with ambiguity and shifting priorities. This is a dynamic office environment where the plan sometimes changes.
• Proactive ownership. You don't wait to be asked. You see what needs to be done and do it.
• Fluency with Google Workspace, Jira or similar ticketing tools, and modern collaboration tools (Slack or equivalent).
• CPR certification is a plus.

Why You'll Love Working at Opendoor

• You'll be the heartbeat of a San Francisco office and have real, visible impact on the employee experience every day.
• You'll be on a team that takes Workplace seriously as a function — not an afterthought.
• You'll have room to grow: into more complex workplace operations, team leadership, or adjacent Executive Operations roles.
• You'll work alongside a team that supports each other, moves fast, and genuinely enjoys showing up.

Compensation & Benefits

Base pay varies by location, skills, and experience. In addition to base pay, Opendoor offers a comprehensive benefits package, including health coverage, equity, paid time off, and more.

Equal Opportunity

Opendoor is an Equal Opportunity Employer. We are committed to building a diverse and inclusive workplace and encourage all qualified candidates to apply.  The base pay range for this position is $50,000-$90,000 annually

#LI-RO

Job Summary:

The Associate Vice President is responsible for supporting the organic growth of the organization. The successful candidate will be responsible for developing and maintaining relationships with our financial consultants and prospective clients, with the focus on driving sales momentum across the sales organization through seamless communication. The Associate Vice President plays a crucial role supporting our Senior Vice Presidents and will work in a client-focused, team-centered environment to support Referral Sales, Channel Sales and/or Direct Sales efforts. This role serves as a building block to Regional Vice President.

Key Responsibilities:

Schedule Meetings:

• Coordinate and schedule meetings with prospects, clients, and internal teams.
• Qualify and schedule Wealth Path and Custom Wealth referrals
• Ensure timely follow-ups and confirmations.

Follow Up with Prospects:

• Assist with lead generation and participate in Regional Sales Activities
• Maintain regular communication with prospects to nurture relationships and move them through the sales pipeline.
• Provide timely responses to inquiries and requests.
• Work with prospects over Zoom, phone and/or in person

Manage the Pipeline:

• Monitor and manage the sales pipeline to ensure accurate forecasting and reporting.
• Track progress and identify opportunities for improvement.

Manage Meeting Notes and CRM:

• Take detailed meeting notes and update the CRM system with relevant information.
• Ensure all client interactions and updates are accurately recorded.

Aid Local Mercer Vice Presidents and Wealth Advisors:

• Plan case preparation
• Assist with planning and holding wholesale events in nearby centers
• Assist with wholesaling sales emails

Handle the Hand-Off to Onboarding:

• Coordinate the transition of new clients from the sales process to the onboarding team.
• Ensure a smooth and efficient hand-off to maintain client satisfaction.

Schedule Events:

• Plan and schedule events, including client meetings, webinars, and industry conferences.
• Manage event logistics and ensure successful execution.

Required Knowledge, Skills, and Abilities:

• Bachelor's degree in Business, Marketing, or a related field.
• At least 2 years of successful sales experience in the financial services industry
• Proven experience in a sales support business development role.
• Self-starter who thrives in a fast paced, high-volume sales environment
• Series 65 or Series 66 license or on track to achieve same unless candidate holds one of the following credentials: Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) 
• CFP® (Certified Financial Planning) designation preferred.
• Comprehensive industry and investment management knowledge
• Experience using CRM systems (Salesforce preferred)
• Excellent communication, presentation, listening and analytical skills.
• Ability to work independently and as part of a team.
• Proven time management and organizational skills in high-volume, high-energy environments
• Experience determining the needs of partners and prospects through probing questions, offering solutions and asking for the right actions.
• Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint
• Flexibility to travel.

Work Schedule: Position will include daytime and evening hours.

Working Conditions: Professional or home office environment. Traveling, standing and sitting.  

#LI-Remote