Marketing Events Specialist

Description

Case Worthy, Inc. is the market leader in whole-person care software with the flagship Case Worthy case management solution as well as offerings from its newest acquisitions, Accessible Solutions, Inc., Medi Sked, LLC., and Eccovia, Inc. We offer a suite of technology solutions, each that support and connect all data and systems into a single, configurable platform, so our partners can easily get to the information they need, when they need it.

Case Worthy is on a mission to improve the lives of the individuals and communities we all care about. We believe that each of us has the responsibility to use our time and talents to support those around us and make the world a better place for all. We do this by providing innovative, whole-person care software and partnering with like-mind organizations to support people on the journeys they choose for themselves.

The Event Marketing Specialist is responsible for leading Case Worthy’s event strategy, logistics, and campaign execution to drive brand awareness, generate qualified leads, and support go-to-market priorities. This role will own the end-to-end event process—from research and planning to execution and post-event ROI reporting—ensuring each event aligns with Case Worthy’s strategic objectives.

• Stay current with industry trends, competitor tradeshow attendance, and new opportunities.
• Align event strategy with Case Worthy’s product roadmap and GTM priorities.
• Provide go/no-go event recommendations and identify opportunities for improvement.

• Manage all event logistics including registration, booth setup, and shipping.
• Oversee swag inventory management, ordering, and budget adherence.
• Manage Case Worthy’s physical storage unit in Utah, including lease, payment coordination, and asset organization.
• Coordinate swag and collateral needs for attendees and ensure timely delivery.

• Develop and maintain standard event campaign templates and SOPs.
• Manage the event request process and implement the 2026 Event Tracking Improvement Plan, migrating scorecards into CRM.

• Track all event expenses and ensure accountability for attendee reporting.
• Estimate ROI prior to each event and deliver post-event performance reports.
• Manage the Event Scorecard to inform future participation and budgeting.

• Develop creative strategies to attract booth traffic and generate leads.
• Ensure booth design and collateral align with Case Worthy branding.
• Create and manage CRM campaigns for each event, including assets, content, and communications.
• Build campaign contact list and identify opportunities to maximize event ROI with potential customer and prospect attendees.
• Coordinate pre-and-post-conference efforts with the Sales and Account Management Teams.
• Execute all campaign deliverables including landing pages, emails, social content, and thought leadership materials.
• Load leads and event data into CRM and ensure accurate follow-up tracking.

• Lead pre- and post-event planning calls with stakeholders, including attendees, Account Managers, and SLT.
• Provide regular updates to leadership on event performance and recommendations.

• Evaluate and manage Case Worthy-hosted special events to maximize time with customers and prospects at trade shows.
• Identify speaking and sponsorship opportunities at trade shows to expand brand presence.

• Support the Account Management Team with User Conference planning and execution.
• Ability to travel nationwide, up to 25% annually.
• Performs other duties as assigned.

2–3 years in corporate events or trade show planning.

Strong project management, organizational, and communication skills.

Proficiency in Microsoft Office Suite.

Located in Salt Lake City, UT, with ability to manage local storage unit.

Willingness to travel within the U.S.

Bachelor’s Degree

Experience in the Non‑Profit, Human Services, or Social Services sector.

Familiarity with expense tracking and ROI reporting.

Experience using Hub Spot CRM.

Confident interfacing with customers and senior leadership.