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For Companies At a Glance
- Tasks: Build relationships with delegates to boost event attendance and enhance their experience.
- Company: Remote-first company with a global team focused on high-quality networking events.
- Benefits: Flexible work environment, competitive salary, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact in the financial services marketing space.
- Qualifications: Strong phone skills, excellent written communication, and CRM familiarity.
- Other info: Opportunity to work with senior leaders and contribute to innovative industry events.
The predicted salary is between 36000 - 60000 ÂŁ per year.
About Strategy Institute
For 25 years, Strategy Institute has produced industry events and content that help senior leaders solve real operational challenges through practical, peer-led learning and high-quality networking. We’re a remote-first company, with team members spanning across the world, collaborating closely across marketing, production, and sponsorship to deliver high-performing conferences and year-round communities.
About Digital Marketing for Financial Services Summit
DMFS is Strategy Institute’s series of market-leading conferences built specifically for financial services marketing and digital leaders. Hosted across key North American locations (including Toronto, New York, Chicago and Charlotte), DMFS brings together senior practitioners across banking, credit unions, insurance, wealth/investment management, lending, cards/payments, and fintech to share proven playbooks for growth in a regulated environment.
Job Summary
We’re hiring a relationship-first retention professional to increase event attendance and improve the delegate experience. You’ll own the “confirmed → conversation → show-up” journey by building real relationships with delegates via phone, email, and LinkedIn, reducing no-shows, and strengthening our year-round community. This is not a generic email role. The right person is confident on calls, great at follow-ups, and knows how to politely drive commitment without annoying people.
What You’ll Own
- Show-Up Rate (Primary KPI)
- Proactively confirm attendance, answer questions, and remove friction
- Convert “confirmed but quiet” into clear attendance commitments
- Run day-before and day-of check-ins (phone + short email)
- Relationship & Community Building
- Maintain relationships with senior FinServ marketing leaders so they return (and eventually pay)
- Create light-touch engagement that builds momentum (agenda highlights, peer orgs attending, networking formats)
- Capture feedback + objections to improve messaging, experience, and targeting
- Outreach & Follow-Up Execution
- Use a structured cadence (email first, LinkedIn backup, phone for high-value)
- Personalize messages using industry context, session topics, and social proof
- Keep outreach respectful: prevent duplicate contacts and reduce opt-outs
- Clean Tracking & Cross-Team Coordination
- Maintain an outreach tracker in HubSpot/Sheets: touches, replies, outcomes, show-up results
- Coordinate with Marketing (email schedule + deliverability) and Producers (agenda changes, speaker adds)
- Flag deliverability or workflow issues quickly (confirmation emails, sender reputation, spam filtering)
Day-to-Day Responsibilities
- Build working knowledge of DMFS events, audience, and common delegate questions
- Call and confirm delegates
- Handle inbound questions (venue, timing, dress code, agenda, dietary needs, etc.)
- Send short confirmation follow-ups (“reply YES” style) and engagement prompts (tracks, goals)
- Log status updates daily and provide quick show-up forecasts for leadership
- Build mini “community lists” (high-value attendees to nurture for future events)
- Support on-site check-in coordination when needed (or remote support)
Success Metrics (KPIs)
- Attendance/show-up rate among VIP/comp delegates (primary)
- Confirmation-to-show conversion rate
- Reply rate and positive sentiment (less “stop emailing me”)
- Reduction in duplicate outreach across team members
- Clean CRM hygiene (accurate statuses, notes, and next steps)
- Re-attendance / retention for future events (longer-term)
Required Skills
- Strong phone skills: confident, warm, concise, professional
- Comfort with email + LinkedIn follow-ups (high volume, high quality)
- Excellent written communication (short, clear, non-salesy)
- Organized operator: tracking, segmentation, ownership, handoffs
- Able to handle objections respectfully (“I might come”, “too busy”, “send me details”, etc.)
- Familiarity with CRM workflows (HubSpot preferred)
Nice-to-Haves
- Experience in events/conferences, community management, customer success, or B2B SaaS retention
- Understanding of enterprise environments (financial services, healthcare, public sector)
- Comfort working with deliverability best practices (plain text, sender reputation, etc.)
- Experience coordinating with marketing and sales/sponsorship teams
Locations
VIP Delegate Experience Manager in Hampshire, Portsmouth employer: Strategy Institute
Contact Detail:
Strategy Institute Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land VIP Delegate Experience Manager in Hampshire, Portsmouth
✨Tip Number 1
Get comfy with your phone! As a VIP Delegate Experience Manager, you'll need to confidently reach out to delegates. Make those calls and follow up via email or LinkedIn. Remember, it’s all about building genuine relationships, so keep it friendly and professional.
✨Tip Number 2
Stay organised! Use a tracker to log your outreach efforts and delegate interactions. This will help you keep tabs on who you've contacted and what their responses were. Plus, it’ll make coordinating with the marketing team a breeze!
✨Tip Number 3
Personalise your messages! When reaching out, use industry context and specific session topics to make your communication relevant. This shows delegates that you care about their experience and are not just sending generic emails.
✨Tip Number 4
Don’t forget to apply through our website! We’re looking for someone who can drive commitment without being pushy. Show us your skills in relationship-building and let’s create an amazing delegate experience together!
We think you need these skills to ace VIP Delegate Experience Manager in Hampshire, Portsmouth
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to be a bit informal and relatable. Remember, this role is all about building relationships, so show us how you connect with others.
Tailor Your Application: Make sure to customise your application for the VIP Delegate Experience Manager role. Highlight your relevant experience in relationship management and community building, and relate it back to our mission at Strategy Institute. We love seeing how your skills align with what we do!
Be Clear and Concise: We appreciate clear communication, so keep your application straightforward and to the point. Use short sentences and avoid jargon. This will help us understand your qualifications quickly and easily, just like you would when confirming delegate attendance!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Strategy Institute!
How to prepare for a job interview at Strategy Institute
✨Know Your Audience
Before the interview, take some time to research the financial services industry and the specific challenges it faces. Understanding the audience you'll be engaging with will help you tailor your responses and demonstrate your knowledge of their needs.
✨Show Off Your Relationship Skills
Since this role is all about building relationships, prepare examples from your past experiences where you've successfully engaged with clients or delegates. Highlight how you maintained those relationships and drove commitment without being pushy.
✨Be Ready for Objections
Anticipate common objections you might face when confirming attendance or engaging with delegates. Practice respectful and concise responses that show you understand their concerns while still encouraging them to commit.
✨Demonstrate Organisational Skills
Bring a clear plan on how you would manage outreach and follow-ups. Discuss your experience with CRM tools like HubSpot and how you keep track of communications. This will show that you're organised and ready to hit the ground running.