Field Support Specialist

Role Overview

• Serves as primary field support for partner and association events by coordinating lead capture, validation, and CRM alignment from pre-event planning through post-event closeout.
• Completes and customizes marketing materials in Marq based on partner or association needs, including newsletter size requirements, formatting standards, and distribution channels.
• Obtains and documents specific requirements from partners or associations to ensure materials, forms, and tracking tools align with event and campaign objectives.
• Spot checks event details and system information in CRM to confirm accuracy, alignment, and proper campaign setup prior to launch.
• Creates and manages event and campaign forms to support field lead collection for events, webinars, and partner initiatives.
• Generates and manages QR codes and UTM links for flyers, digital assets, and partner communications to ensure accurate lead tracking.
• Uploads and manages leads from events and webinars, ensuring campaigns, program codes, and event details are correctly assigned in CRM.
• Validates lead data by emailing contacts to confirm email accuracy, removing bounced emails from lead lists, and reclassifying invalid entries as suspects when appropriate.
• Ensures all validated lead information is accurately mapped, uploaded, and maintained within the CRM system to support field follow-up and reporting.
• Monitors field lead status and call quality, providing ongoing support to ensure timely outreach and proper lead disposition.
• Supports event logistics as needed, including event research, securing event participation, creating CRM events with campaign codes, and coordinating travel or exhibit services.
• Prepares event materials for in person and virtual events, including printing, promotional items, booth or popup readiness, and virtual platform components such as event apps or virtual booths.
• Completes post event reporting in CRM to close events and campaigns, support partner intranet or employee site postings, and collaborates with marketing and compliance on approved content, customized messaging, UTMs, and QR codes.
• Performs additional duties and provides operational support as needed to meet organizational, field, partner needs and business priorities.

Requirements

• High School Degree
• CRM/E-mail operations experience
• Advanced knowledge of the Microsoft 365 product suite
• Understanding of Zoom platform and webinar delivery procedures
• Commitment to learning and developing skills
• Good interpersonal and time management skills
• Ability to work with individuals at all levels of the organization
• Ability to exercise good judgment

Benefits

• Medical, dental, & vision Insurance
• HSA and FSA options
• Paid parental leave
• Paid volunteer time
• Tuition reimbursement & reduction programs
• Generous PTO
• 401k and employer match
• Full-service wellness and EAP program
• Employee recognition and awards programs
• Employer paid life & AD&D insurance
• Short-term disability
• Employer paid long-term disability
• And more…