Manager of Executive Advisory and Planning

We are seeking a strategic and detail-oriented Manager of Executive Advisory and Planning to lead Customer Advisory Boards (CABs), HRIT Councils, CHRO Roundtables, and other high-level customer engagement programs. Based in the Philadelphia area, this hybrid role requires up to 3 days per week in the Ambler headquarters. The role involves working with C-suite executives to build strong relationships, managing cross-functional collaboration with marketing, product, and sales teams, and developing reports and metrics. Up to 30% travel required for event execution.

Key Responsibilities

• Lead the strategy, design, and execution of Customer Advisory Boards, HRIT Councils, and CHRO Roundtables.
• Manage event logistics, both in-person and virtual, ensuring alignment with business goals.
• Serve as the key point of contact for C-suite executives, gathering their feedback and relaying it to internal teams.
• Build long-term relationships with senior executives and ensure their insights inform the company’s strategic direction.
• Work closely with marketing, product, and sales teams to align messaging and event goals.
• Collaborate with these teams to create relevant content and reports tailored to customer needs and objectives.
• Manage additional customer-facing events, including industry conferences, summits, and webinars, ensuring Phenom’s presence aligns with company goals.
• Develop reporting systems to track event progress and outcomes, using tools like Excel, Power BI, or CRM software.
• Handle all administrative support for executive programs, from attendee management to post-event communication.
• Analyze and report on key performance indicators (KPIs) such as customer sentiment and event satisfaction.
• Create and manage project plans and timelines, ensuring timely execution of events.
• Lead post-event debriefs and refine processes based on feedback.
• Develop high-quality briefings, reports, and presentations for C-suite leaders and internal stakeholders.
• Deliver timely follow-up and ensure clear, consistent communication before and after events.

Qualifications

• 4-5 years in event strategy, planning, and executive-level engagement, preferably with experience in Customer
• Proven ability to work with C-suite executives and align cross-functional teams including marketing, product, and sales departments.
• Experience with customer advocacy in SaaS, HR technology, or similar industries is preferred.
• Strong project management, organizational, and executive-level communication skills.
• Proficiency in reporting tools (Excel, BI Tools) and CRM systems (e.g., Salesforce) for tracking event metrics.
• Experience with virtual and in-person event logistics, including managing multiple initiatives simultaneously.
• Up to 30% travel is required for event execution and customer engagements.

Benefits

• We want you to be your best self and to pursue your passions!
• Health and wellness benefits/programs to support holistic employee health
• Flexible hours and working schedules, as well as parental leave for new parents
• Growing organization with career pathing and development opportunities
• Tons of perks and extras in every location for all Phenoms!

Diversity, Equity, & Inclusion:

Our commitment to diversity runs deep! Diversity is essential to building phenomenal teams, products, and customer experiences. Phenom is proud to be an equal opportunity employer taking collective action to build a more inclusive environment where every candidate and employee feels welcomed. We recognize there is more to be done. Our teams are committed to continuous improvement until these powerful ideas are ingrained in our culture for Phenom and employers everywhere!

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