Field Marketing Specialist – North America
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should map headings accordingly. We should not repeat job title. We should not include boilerplate like EEO etc. Remove cookie/navigation/legal/EEO etc. Also remove application instructions (none present). We need to preserve all substantive information. We need to include sections only when posting has real specific content. So we can have sections: About the role (maybe combine About Feathery and Why We’re Hiring? Actually "About The Role" is a heading. We'll use About The Role
then prose. Then "What You’ll Do" could be Responsibilities. Use Responsibilities
with - . Then "About You" could be Requirements or Qualifications. Use
Requirements
with - . Then "What We Offer" could be Benefits. Use
Benefits
with - . Also maybe include "About Feathery" as a section? Not in list but could be "About the company"? Not required. The instruction says use those headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but we should prefer those. We could include an "About Feathery" section as a
maybe not as heading. But we need to preserve all substantive information. The "About Feathery" paragraph is substantive. We could put it as a
before the role heading. Or we could make a heading "About Feathery" but not in list; maybe okay but risk. Safer to keep as a
before the role heading.
We must not include Pay or Schedule sections because not specified. Benefits we have: Competitive compensation and equity, HRA health plan, Unlimited PTO, Retirement: 401(k) plan, supportive low-ego team, Company offsites. Those are specific. So Benefits section.
We need to ensure we don't include filler like "commensurate with experience". Not present.
Now extract details.
About Feathery paragraph: "Feathery is the AI operating system for financial institutions. With hundreds of clients and over $30 million raised, Feathery is the fast-growing leader in financial agentic automation. Industry leaders like Tokio Marine, Sequoia Financial, and Cerity Partners run their client-facing workflows on Feathery, from onboarding and risk assessment to reconciling systems and generating proposals and reports. At the center of it all is Robin, our AI operations assistant. Robin scans client documents, configures and deploys workflows, assists users in their day-to-day work, takes notes during meetings, and supports a growing range of operational tasks across the client lifecycle. We're building a future where financial operations shift from paperwork, manual data entry, and disconnected systems to intelligent, automated workflows that let firms spend their time on clients instead of process. We're proud to be backed by world-class investors who share that vision, including Portage Ventures, Allstate Ventures, and Index Ventures, among others. We're driven by a shared commitment to excellence and velocity. Our values — Own the Problem, Grit Beats Gloss, Say It Straight — shape how we work and grow as a team."
Why We’re Hiring: "As Feathery grows across insurance and wealth management, conferences, industry events, and in-person programs are becoming an increasingly important part of how we build awareness, engage enterprise buyers, and generate pipeline. We’re hiring a Field Marketing Specialist – North America to own the execution of our growing event and field marketing calendar. You’ll work closely with Sales and Marketing to bring Feathery to life at industry conferences, customer and prospect events, executive programs, and other field activations — ensuring every program is well executed and connected to measurable business outcomes."
We could combine these into About The Role? Actually About The Role section includes description: "This is a hands-on role for someone who loves bringing events and programs to life and can manage the details from beginning to end. You’ll own the execution of Feathery’s North America field marketing programs — from sponsorships, vendors, booths, attendee communications, and onsite logistics through Sales coordination, lead capture, follow-up, and reporting. You’ll partner closely with Sales and Marketing leadership on where we show up and how we maximize each investment, while taking direct ownership of making the programs happen. As you grow in the role, you’ll have the opportunity to take on greater ownership of Feathery’s event strategy — helping determine where we show up, how we invest, and which programs deliver the greatest impact. The goal isn’t simply to run great events. It’s to turn them into meaningful conversations with the right accounts, stronger customer relationships, and pipeline."
We could incorporate Why We’re Hiring into About The Role or separate. But we need to preserve all info. We'll include About The Role heading and include both paragraphs (Why we’re hiring and About the role) as prose under that heading.
Now Responsibilities: "What You’ll Do" includes bullet-like sentences but actually paragraphs with semicolons. We need to convert to
- . The text:
"Conferences & Event Execution Own industry conferences and events end-to-end, including sponsorship coordination, registration, booth and materials, vendors, attendee communications, onsite logistics, and post-event follow-upManage multiple events simultaneously across timelines, budgets, vendors, and internal stakeholdersCoordinate Feathery’s presence across industry conferences, customer and prospect events, executive dinners, roundtables, webinars, and other field programsPartner with internal teams and external vendors to ensure every program is delivered smoothly, on time, and to a high standardTravel across North America as needed to support key conferences and events Sales Partnership & Pipeline Generation Partner closely with Account Executives and Sales leadership to align events with priority accounts, territories, and pipeline goalsCoordinate pre-event outreach and meeting-booking efforts to ensure Sales gets maximum value from each programManage attendee and lead capture and ensure clear, timely handoff and follow-up after eventsHelp create opportunities for Sales to engage prospects and customers through dinners, roundtables, executive programs, and other targeted field activationsKeep Sales informed on event plans, attendee lists, meetings, leads, and follow-up actions Measurement & Optimization Track and evaluate event success across attendance, MQLs, meetings booked, qualified opportunities, sourced and influenced pipeline, and overall event ROIReport on program performance and use results and Sales feedback to improve future events and investment decisionsIdentify which events and programs are delivering the strongest engagement and commercial impactHelp improve and scale our event processes as Feathery’s field marketing program grows"
We need to split into logical items. Could break by sections: Conferences & Event Execution, Sales Partnership & Pipeline Generation, Measurement & Optimization. Each could be a
- with sub-details maybe as sentences. But we need to preserve all info; we can keep each bullet as a sentence summarizing the section. However we risk losing detail if we compress. Better to keep each bullet as a detailed sentence covering the section. Eg:
- Own industry conferences and events end-to-end, including sponsorship coordination, registration, booth and materials, vendors, attendee communications, onsite logistics, and post-event follow-up; manage multiple events simultaneously across timelines, budgets, vendors, and internal stakeholders; coordinate Feathery’s presence across industry conferences, customer and prospect events, executive dinners, roundtables, webinars, and other field programs; partner with internal teams and external vendors to ensure every program is delivered smoothly, on time, and to a high standard; travel across North America as needed to support key conferences and events.
- Partner closely with Account Executives and Sales leadership to align events with priority accounts, territories, and pipeline goals; coordinate pre-event outreach and meeting-booking efforts to ensure Sales gets maximum value from each program; manage attendee and lead capture and ensure clear, timely handoff and follow-up after events; help create opportunities for Sales to engage prospects and customers through dinners, roundtables, executive programs, and other targeted field activations; keep Sales informed on event plans, attendee lists, meetings, leads, and follow-up actions.
- Track and evaluate event success across attendance, MQLs, meetings booked, qualified opportunities, sourced and influenced pipeline, and overall event ROI; report on program performance and use results and Sales feedback to improve future events and investment decisions; identify which events and programs are delivering the strongest engagement and commercial impact; help improve and scale our event processes as Feathery’s field marketing program grows.
That preserves details.
Now Requirements/Qualifications: "About You" bullet list:
"3–5 years of B2B field marketing or event marketing experience within enterprise SaaS/softwareDemonstrated experience personally owning conferences and events end-to-end — from planning and logistics through onsite execution and follow-upExperience working closely with Sales/AEs and understanding how field marketing contributes to awareness, meetings, opportunities, and pipelineExperience running a mix of industry conferences and customer/prospect programs such as dinners, roundtables, webinars, or regional eventsExcellent project management and organizational skills, with the ability to manage multiple events, deadlines, vendors, budgets, and stakeholders simultaneouslyCommercial mindset and experience measuring event performance beyond attendance, including MQLs, meetings, qualified opportunities, pipeline, conversion, and ROIProactive, resourceful, and comfortable taking ownership in a fast-moving environmentStrong communication and cross-functional collaboration skillsAbility and willingness to travel across North America for conferences and events Bonus Experience in fintech, financial services, insurance, or wealth managementExperience with CRM, marketing automation, lead capture, or event tools such as HubSpot, Salesforce, or similar platformsExperience at an early-stage or high-growth B2B SaaS companyExperience supporting account-based or executive engagement programs"
We need to split into items. Could separate required vs bonus. But we can just list each line as - . However the text lacks punctuation; we need to infer breaks. Let's manually split:
- 3–5 years of B2B field marketing or event marketing experience within enterprise SaaS/software
- Demonstrated experience personally owning conferences and events end-to-end — from planning and logistics through onsite execution and follow-up
- Experience working closely with Sales/AEs and understanding how field marketing contributes to awareness, meetings, opportunities, and pipeline
- Experience running a mix of industry conferences and customer/prospect programs such as dinners, roundtables, webinars, or regional events
- Excellent project management and organizational skills, with the ability to manage multiple events, deadlines, vendors, budgets, and stakeholders simultaneously
- Commercial mindset and experience measuring event performance beyond attendance, including MQLs, meetings, qualified opportunities, pipeline, conversion, and ROI
- Proactive, resourceful, and comfortable taking ownership in a fast-moving environment
- Strong communication and cross-functional collaboration skills
- Ability and willingness to travel across North America for conferences and events
Bonus:
- Experience in fintech, financial services, insurance, or wealth management
- Experience with CRM, marketing automation, lead capture, or event tools such as HubSpot, Salesforce, or similar platforms
- Experience at an early-stage or high-growth B2B SaaS company
- Experience supporting account-based or executive engagement programs
We could have a Requirements section (maybe split into Requirements and Bonus). But instruction says use headings like Requirements, Qualifications, Skills, Benefits. We could have Requirements for mandatory, and Bonus as maybe Skills? But better to have Requirements and Qualifications? Could combine. We'll do:
Requirements
with - for the first 9 items (mandatory). Then maybe
Preferred Qualifications
but not in list; but we could still use Qualifications
for bonus. However instruction says
Requirements
with- . Then "What We Offer" could be Benefits. Use
Benefits
with- . Also maybe include "About Feathery" as a section? Not in list but could be "About the company"? Not required. The instruction says use those headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but we should prefer those. We could include an "About Feathery" section as a
maybe not as heading. But we need to preserve all substantive information. The "About Feathery" paragraph is substantive. We could put it as a
before the role heading. Or we could make a heading "About Feathery" but not in list; maybe okay but risk. Safer to keep as a
before the role heading. We must not include Pay or Schedule sections because not specified. Benefits we have: Competitive compensation and equity, HRA health plan, Unlimited PTO, Retirement: 401(k) plan, supportive low-ego team, Company offsites. Those are specific. So Benefits section. We need to ensure we don't include filler like "commensurate with experience". Not present. Now extract details. About Feathery paragraph: "Feathery is the AI operating system for financial institutions. With hundreds of clients and over $30 million raised, Feathery is the fast-growing leader in financial agentic automation. Industry leaders like Tokio Marine, Sequoia Financial, and Cerity Partners run their client-facing workflows on Feathery, from onboarding and risk assessment to reconciling systems and generating proposals and reports. At the center of it all is Robin, our AI operations assistant. Robin scans client documents, configures and deploys workflows, assists users in their day-to-day work, takes notes during meetings, and supports a growing range of operational tasks across the client lifecycle. We're building a future where financial operations shift from paperwork, manual data entry, and disconnected systems to intelligent, automated workflows that let firms spend their time on clients instead of process. We're proud to be backed by world-class investors who share that vision, including Portage Ventures, Allstate Ventures, and Index Ventures, among others. We're driven by a shared commitment to excellence and velocity. Our values — Own the Problem, Grit Beats Gloss, Say It Straight — shape how we work and grow as a team." Why We’re Hiring: "As Feathery grows across insurance and wealth management, conferences, industry events, and in-person programs are becoming an increasingly important part of how we build awareness, engage enterprise buyers, and generate pipeline. We’re hiring a Field Marketing Specialist – North America to own the execution of our growing event and field marketing calendar. You’ll work closely with Sales and Marketing to bring Feathery to life at industry conferences, customer and prospect events, executive programs, and other field activations — ensuring every program is well executed and connected to measurable business outcomes." We could combine these into About The Role? Actually About The Role section includes description: "This is a hands-on role for someone who loves bringing events and programs to life and can manage the details from beginning to end. You’ll own the execution of Feathery’s North America field marketing programs — from sponsorships, vendors, booths, attendee communications, and onsite logistics through Sales coordination, lead capture, follow-up, and reporting. You’ll partner closely with Sales and Marketing leadership on where we show up and how we maximize each investment, while taking direct ownership of making the programs happen. As you grow in the role, you’ll have the opportunity to take on greater ownership of Feathery’s event strategy — helping determine where we show up, how we invest, and which programs deliver the greatest impact. The goal isn’t simply to run great events. It’s to turn them into meaningful conversations with the right accounts, stronger customer relationships, and pipeline." We could incorporate Why We’re Hiring into About The Role or separate. But we need to preserve all info. We'll include About The Role heading and include both paragraphs (Why we’re hiring and About the role) as prose under that heading. Now Responsibilities: "What You’ll Do" includes bullet-like sentences but actually paragraphs with semicolons. We need to convert to
- . The text: "Conferences & Event Execution Own industry conferences and events end-to-end, including sponsorship coordination, registration, booth and materials, vendors, attendee communications, onsite logistics, and post-event follow-upManage multiple events simultaneously across timelines, budgets, vendors, and internal stakeholdersCoordinate Feathery’s presence across industry conferences, customer and prospect events, executive dinners, roundtables, webinars, and other field programsPartner with internal teams and external vendors to ensure every program is delivered smoothly, on time, and to a high standardTravel across North America as needed to support key conferences and events Sales Partnership & Pipeline Generation Partner closely with Account Executives and Sales leadership to align events with priority accounts, territories, and pipeline goalsCoordinate pre-event outreach and meeting-booking efforts to ensure Sales gets maximum value from each programManage attendee and lead capture and ensure clear, timely handoff and follow-up after eventsHelp create opportunities for Sales to engage prospects and customers through dinners, roundtables, executive programs, and other targeted field activationsKeep Sales informed on event plans, attendee lists, meetings, leads, and follow-up actions Measurement & Optimization Track and evaluate event success across attendance, MQLs, meetings booked, qualified opportunities, sourced and influenced pipeline, and overall event ROIReport on program performance and use results and Sales feedback to improve future events and investment decisionsIdentify which events and programs are delivering the strongest engagement and commercial impactHelp improve and scale our event processes as Feathery’s field marketing program grows" We need to split into logical items. Could break by sections: Conferences & Event Execution, Sales Partnership & Pipeline Generation, Measurement & Optimization. Each could be a
- with sub-details maybe as sentences. But we need to preserve all info; we can keep each bullet as a sentence summarizing the section. However we risk losing detail if we compress. Better to keep each bullet as a detailed sentence covering the section. Eg:
- Own industry conferences and events end-to-end, including sponsorship coordination, registration, booth and materials, vendors, attendee communications, onsite logistics, and post-event follow-up; manage multiple events simultaneously across timelines, budgets, vendors, and internal stakeholders; coordinate Feathery’s presence across industry conferences, customer and prospect events, executive dinners, roundtables, webinars, and other field programs; partner with internal teams and external vendors to ensure every program is delivered smoothly, on time, and to a high standard; travel across North America as needed to support key conferences and events.
- Partner closely with Account Executives and Sales leadership to align events with priority accounts, territories, and pipeline goals; coordinate pre-event outreach and meeting-booking efforts to ensure Sales gets maximum value from each program; manage attendee and lead capture and ensure clear, timely handoff and follow-up after events; help create opportunities for Sales to engage prospects and customers through dinners, roundtables, executive programs, and other targeted field activations; keep Sales informed on event plans, attendee lists, meetings, leads, and follow-up actions.
- Track and evaluate event success across attendance, MQLs, meetings booked, qualified opportunities, sourced and influenced pipeline, and overall event ROI; report on program performance and use results and Sales feedback to improve future events and investment decisions; identify which events and programs are delivering the strongest engagement and commercial impact; help improve and scale our event processes as Feathery’s field marketing program grows. That preserves details. Now Requirements/Qualifications: "About You" bullet list: "3–5 years of B2B field marketing or event marketing experience within enterprise SaaS/softwareDemonstrated experience personally owning conferences and events end-to-end — from planning and logistics through onsite execution and follow-upExperience working closely with Sales/AEs and understanding how field marketing contributes to awareness, meetings, opportunities, and pipelineExperience running a mix of industry conferences and customer/prospect programs such as dinners, roundtables, webinars, or regional eventsExcellent project management and organizational skills, with the ability to manage multiple events, deadlines, vendors, budgets, and stakeholders simultaneouslyCommercial mindset and experience measuring event performance beyond attendance, including MQLs, meetings, qualified opportunities, pipeline, conversion, and ROIProactive, resourceful, and comfortable taking ownership in a fast-moving environmentStrong communication and cross-functional collaboration skillsAbility and willingness to travel across North America for conferences and events Bonus Experience in fintech, financial services, insurance, or wealth managementExperience with CRM, marketing automation, lead capture, or event tools such as HubSpot, Salesforce, or similar platformsExperience at an early-stage or high-growth B2B SaaS companyExperience supporting account-based or executive engagement programs" We need to split into items. Could separate required vs bonus. But we can just list each line as
- . However the text lacks punctuation; we need to infer breaks. Let's manually split:
- 3–5 years of B2B field marketing or event marketing experience within enterprise SaaS/software
- Demonstrated experience personally owning conferences and events end-to-end — from planning and logistics through onsite execution and follow-up
- Experience working closely with Sales/AEs and understanding how field marketing contributes to awareness, meetings, opportunities, and pipeline
- Experience running a mix of industry conferences and customer/prospect programs such as dinners, roundtables, webinars, or regional events
- Excellent project management and organizational skills, with the ability to manage multiple events, deadlines, vendors, budgets, and stakeholders simultaneously
- Commercial mindset and experience measuring event performance beyond attendance, including MQLs, meetings, qualified opportunities, pipeline, conversion, and ROI
- Proactive, resourceful, and comfortable taking ownership in a fast-moving environment
- Strong communication and cross-functional collaboration skills
- Ability and willingness to travel across North America for conferences and events
Bonus:
- Experience in fintech, financial services, insurance, or wealth management
- Experience with CRM, marketing automation, lead capture, or event tools such as HubSpot, Salesforce, or similar platforms
- Experience at an early-stage or high-growth B2B SaaS company
- Experience supporting account-based or executive engagement programs
We could have a Requirements section (maybe split into Requirements and Bonus). But instruction says use headings like Requirements, Qualifications, Skills, Benefits. We could have Requirements for mandatory, and Bonus as maybe Skills? But better to have Requirements and Qualifications? Could combine. We'll do:
Requirements
with- for the first 9 items (mandatory). Then maybe
Preferred Qualifications
but not in list; but we could still useQualifications
for bonus. However instruction says
- for the first 9 items (mandatory). Then maybe
- . Also maybe include "About Feathery" as a section? Not in list but could be "About the company"? Not required. The instruction says use those headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but we should prefer those. We could include an "About Feathery" section as a