Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry.

Job Description

Drake Software, a leading provider of software solutions for tax professionals, is seeking a highly organized and experienced Trade Show & Events Manager to oversee the planning, execution, and optimization of our tradeshow and event presence for our Drake Software and TaxAct Professional Brands. This role is critical in ensuring our events drive lead generation, showcase our products effectively, and foster relationships with tax professionals.

Key Responsibilities:

Event Planning & Coordination:

Plan and execute trade show and event strategies that align with Drake Software’s goals and brand.

Manage event logistics, including booth design, shipping of materials, printed collateral, and promotional items.

Negotiate vendor contracts and ensure timely delivery of services and materials.

Pre- and Post-Event Programs:

Collaborate with demand generation and sales teams on pre-event promotion, outreach, and registration strategies.

Oversee on-site lead capture strategy, booth engagement tactics, and attendee experience.

Own post-event follow-up processes, including lead quality review, reporting, and performance analysis.

Material Development & Management:

Coordinate the design, production, and delivery of new booth materials and signage to ensure a fresh, professional appearance.

Collaborate with internal teams and external vendors to develop impactful event collateral.

Team Collaboration:

Work closely with sales to set lead capture goals and optimize strategies to drive qualified leads.

Onboard and guide team members responsible for on-the-ground event execution.

Serve as a liaison across departments to ensure seamless communication and event coordination.

Event Marketing Execution

Lead end-to-end execution of assigned tradeshows, including booth design and updates, show services, shipping, AV, and on-site operations.

Manage external vendors and partners, including fabrication, logistics, and show contractors; negotiate contracts and manage budgets.

Ensure Drake and TaxAct show up with a consistent, professional, and compelling brand presence.

Lead Generation & Sales Coordination:

Develop and implement strategies to maximize lead capture at events.

Track, report, and analyze lead generation metrics to ensure events deliver ROI.

Collaborate with sales teams to effectively follow up on event leads and measure impact on sales pipeline.

Measurement & Optimization

Track and report on event performance, including spend, leads, lead quality, and downstream sales impact.

Provide post-event recaps with insights and recommendations to continuously improve results.

Use data to optimize the event portfolio year over year.

Budget Management:

Manage event budgets, negotiate with vendors, and ensure cost-effective solutions without compromising quality.

What This Role Does NOT Do

This role does not manage internal company meetings, employee events, or social/celebratory functions.

This role is not focused on party planning or hospitality-driven events.

Key Experience and Qualifications:

Required Skills

Proven experience in B2B trade show management, ideally for a SaaS or professional services company.

Ability to plan and manage multiple events of different sizes simultaneously.

Strong interpersonal skills to collaborate across teams and influence stakeholders outside of direct management.

Experience developing and managing booth materials, signage, and promotional assets.

Excellent organizational skills with high attention to detail.

Analytical mindset to assess event performance and recommend actionable improvements.

Ability to troubleshoot and problem-solve under pressure.

Preferred Experience:

Experience working with tax professionals or within a related industry is a plus.

Familiarity with lead capture tools and CRM systems (e.g., Salesforce, HubSpot).

Requirements:

Comfortable traveling regularly for events, including weekends as needed.

Ability to work independently and manage a flexible, part-time schedule.

Strong communication skills, both verbal and written.

At Taxwell, we believe our work benefits from the diverse perspectives of our employees. As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.

Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law. Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.

If you need assistance or accommodation due to a disability, you may contact us at HR@Taxwell.com or by calling 828-349-5887 to speak with a member of the HR Talent Acquisition team.

Learn more about this Employer on their Career Site

Trade Show & Events Manager

Pre- and Post-Event Programs:

Event Marketing Execution

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