Senior Associate, Live Events & Experiences

Founded in 2023, Crete Professionals Alliance (Crete PA) delivers big four firepower to local American firms. Our rapid growth has made us a magnet for leading firms nationwide, eager to join our revolution in accounting. We empower small to mid-market firms with PE-backed capital, strategic technology partnerships, and innovative workforce solutions—including national recruiting and offshore support—while preserving a personal, local touch. With a presence in over half the US, 17 regional offices, 900 dedicated professionals, and offshore operations in Asia, we're the fastest-growing accounting firm in the nation and well on our way to the top 20. At Crete PA, our culture and relationships are the cornerstone of our success, and we’re always looking for talented, ambitious people to join our team.

Crete Professionals Alliance is seeking a highly organized, relationship-driven, and experience-obsessed team member to design and execute the in-person moments that fuel our growth engine. This hybrid role sits within the Business Development team while partnering deeply with Brand & Marketing to bring the Crete story to life at dinners, roundtables, conferences, tradeshows, and special events across the country.

The ideal candidate thrives in fast-paced environments, loves orchestrating meaningful experiences, and can balance logistics with strategy. This person will help Crete nurture relationships with prospective partner firms, support BD roadshows, activate our brand at industry events, and ensure every live moment reinforces why Crete is one of the fastest-growing accounting platforms in the country.

Key Responsibilities

Business Development Event Strategy & Execution

• Partner with the BD team to plan, coordinate, and execute events that build relationships and generate partner-firm opportunities, including dinners, sporting events, happy hours, and roundtables.

• Manage logistics including reservations, invitations, RSVPs, travel coordination, agendas, and onsite execution.

• Collaborate with Brand & Marketing to develop presentation materials, leave-behinds, event SWAG, and elevated branded experiences.

• Track event performance, target engagement, and ROI; deliver clear post-event reporting and recommendations.

Conference & Tradeshow Leadership

• Own Crete’s presence at accounting and industry conferences from start to finish.

• Register Crete and partner firm attendees, coordinate travel, and manage on-site schedules.

• Lead booth production, setup, and teardown, ensuring a polished and modern experience with support from internal teams.

• Manage SWAG inventory, giveaways, raffles, signage, and all experiential elements.

• Partner with Brand & Marketing on presentation materials, speaking sessions, keynote preparation, and panel support.

Target Identification & Outreach

• Review attendee lists to identify prospective partner firms.

• Assist BD in outreach to schedule meetings, coffees, dinners, and networking touchpoints before and during events.

• Maintain accurate records of all prospects, meetings, and interactions.

CRM & Reporting Accountability

• Enter, update, and maintain lead information in Affinity, HubSpot, and other CRM tools.

• Track event metrics including attendance, target engagement rates, and BD pipeline influence.

• Provide post-event analysis with insights and recommendations for future improvements.

Cross-Functional Collaboration

• Serve as the connective tissue between Business Development and Brand & Marketing.

• Ensure event experiences reflect Crete’s brand standards, messaging, tone, and story.

• Work closely with Growth Ops, Regional VPs, and partner firm leaders as needed for planning and execution.

Qualifications

• 5+ years in event coordination, experiential marketing, business development support, or conference/tradeshow management.

• Experience in accounting, financial services, or other professional services industries is a strong plus.

• Strong project management and organizational skills; able to manage multiple events simultaneously.

• Ability to represent Crete professionally and warmly when interacting with current and prospective partners.

• Comfortable with CRM systems (Affinity, HubSpot preferred).

• Exceptional attention to detail with strong follow-through and communication skills.

• Ability to travel frequently for events and conferences.

• A proactive, positive, relationship-first mindset.

What Success Looks Like

• Flawlessly executed events that spark meaningful BD conversations

• A thoughtful, polished, modern Crete presence at every conference

• Clean, accurate CRM updates and insights

• A smooth, seamless partnership between BD and Brand/Marketing

• Strong reporting and measurable impact on BD success metrics

Working Conditions:

• Full-time position; remote work with preference for candidates located in or near the southeast region

• Occasional travel (20-30%) may be required for training or project meetings.

This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs.

We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $75,000-$90,000 annually, commensurate with experience and qualifications.

In addition to a rewarding career, we provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)

• Company-Paid Life and Long-Term Disability Insurance

• Ancillary Benefits such as supplemental life insurance and short-term disability options

• Classic Safe Harbor 401(k) Plan with employer contributions

• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.