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About Workato

Workato transforms technology complexity into business opportunity. As the leader in enterprise orchestration, Workato helps businesses globally streamline operations by connecting data, processes, applications, and experiences. Its AI-powered platform enables teams to navigate complex workflows in real-time, driving efficiency and agility.

Trusted by a community of 400,000 global customers, Workato empowers organizations of every size to unlock new value and lead in today’s fast-changing world. Learn how Workato helps businesses of all sizes achieve more at workato.com.

Why join us?

Ultimately, Workato believes in fostering a

flexible, trust-oriented culture that empowers everyone to take full ownership of their roles. We are driven by

innovation and looking for

team players who want to actively build our company.

But, we also believe in

balancing productivity with self-care. That’s why we offer all of our employees a vibrant and dynamic work environment

along with a multitude of benefits

they can enjoy inside and outside of their work lives.

If this sounds right up your alley, please submit an application. We look forward to getting to know you!

Also, feel free to check out why:

  • Business Insider

    named us an “enterprise startup to bet your career on”

  • Forbes’ Cloud 100

    recognized us as one of the top 100 private cloud companies in the world

  • Deloitte Tech Fast 500

    ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North America

  • Quartz

    ranked us the #1 best company for remote workers

Responsibilities

  • Support the end-to-end execution of Plaid’s tradeshow program and field marketing events

  • Own logistics such as exhibitor deadlines, booth orders, shipping, badge registrations, show services, hotel room blocks, and ancillary events

  • Manage vendor communications, including exhibit houses, shipping providers, swag vendors, and A/V partners

  • Maintain an internal calendar of upcoming events and ensure all teams are aligned on timelines and deliverables

  • Coordinate internal team participation, including travel support, event briefings, staffing schedules, and registrations

  • Work cross-functionally with Sales, Product Marketing, Communications, Lifecycle, Marketing Operations and many more to ensure an event's success

  • Oversee lead capture, list cleanup, and timely follow-up processes in collaboration with the sales and marketing teams

  • Oversee inventory of tradeshow materials — booth properties, signage, collateral, swag, etc. — and manage fulfillment and replenishment

  • Plan and execute additional VIP events, dinners, and happy hours to engage customers, prospects, partners, and industry leaders during conferences

  • Track event budget and campaign performance to make future recommendations to increase ROI and impact

  • Able to travel on-site to support events from start to finish (travel required ~40%)

Requirements

Qualifications / Experience / Technical Skills
  • 2–4+ years of experience in field marketing, tradeshow coordination, or event marketing

  • Proven track record of supporting or leading logistics for tradeshows including booth setup, shipping, lead capture, and event briefings

  • You sweat the details, nothing slips through the cracks, you are known for being organized, precise, and thorough

  • Comfortable managing external partners and negotiating sponsorship contracts, deliverables, and service agreements with event organizers and vendors

  • Strong project management skills with the ability to juggle competing deadlines, multiple events, cross functional input, and high visibility deliverables

  • A natural collaborator who thrives in cross functional environments with experience working closely with Revenue, Product Marketing, Communications, and Partnerships to ensure an event's success

  • Excellent written and verbal communication skills, you document clearly, follow up proactively, and keep stakeholders aligned

  • You bring a data driven mindset and are confident in setting KPIs, analyzing event performance, and demonstrating the ROI of field marketing efforts

  • Proficient with tools like Google Workspace, Asana or similar project management tools

  • You take initiative, solve problems quickly, and own every detail, especially when on site at events

  • Ability to travel up to 40% of the time to support event execution in person

Job Req ID: 2415

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