Delegate Manager-Healthcare Events

Experience Without Limits
Come shape the future of brand experience.

At Jack Morton, we design and build head-turning, smile-inducing, impact-driving brand experiences that redefine what experiential marketing can achieve. We help our clients unlock the full value of experiences by turning bold ideas into meaningful connections.

That takes a team that's bold, curious, and acts as one. We build on each other's ideas, challenge conventions, and show up for one another every day. Here, you'll do your best work, grow quickly, and partner across clients, disciplines, and global teams to bring new ideas to life.

This is a place where curiosity drives what’s next, boldness raises the bar, and every win is shared. Where ownership is expected, egos are left at the door, and the work reflects the passion and talent of the people behind it.

Experience without limits—in your work, your growth, and your impact.

The Delegate Manager takes the lead on attendee management for meetings and special events associated with congresses and conventions for our clients in the Healthcare and Pharmaceutical industries.

 

Essential Duties and Responsibilities

•  Successful delivery of event registration, attendee management and technology projects. Taking the lead on programmes, the Delegate Manager will be an expert in the field of attendee management, using innovative and creative suggestions to evolve the service offering.  
• To lead the delegate team on each assigned project in the creation, management and successful delivery of event registration, attendee management and technology projects
• This role plays a pivotal role in orchestrating and executing pharmaceutical events, including congresses, investigator meetings, and advisory boards. This position demands a strategic thinker, effective communicator, and meticulous organizer with a proven track record in LifeSciences and pharmaceutical events industry.

Client Management 

• Partake in client update calls for assigned projects, confidently delivering the status of event registration & supporting delegate managers and coordinators in the preparation and delivery of update calls for their projects. 

• Understand client business objectives & project specific purposes delivering against these throughout 

• Pro-actively communicate with clients to resolve queries/challenges on allocated projects and act as an escalation point for your team 

• Supporting as required for RFP responses and pitch documentation 

• Attendance at pitch meetings as required, able to present professionally and passionately to external stakeholders at all levels 

 

Delegate Management 

• Attend the ‘kick-off’ meetings internally and externally to understand all requirements for assigned projects, support Delegate Managers and Coordinators during kick off meetings as required 

• Take ownership for requirement gathering templates and documentation utilised in the briefing process for project based on detailed knowledge of processes and experience in delegate management programmes 

• Produce project timelines in conjunction with assigned Project Manager and oversee the creation and management of timelines within the team  

• Track all major milestones for delegate management across projects within your team flagging any potential clashes or resource issues to the Senior Delegate Manager / Operations Lead 

• Effectively prioritize and manage multiple inboxes, personal and project specific, ensuring all members of the team are following the correct processes and SLA’s 

• Possess excellent time management and the ability to support others to effectively manage their time when working on multiple projects 

• Supervise the creation of effective delegate communications throughout the lifecycle of projects, pro-actively suggesting improvements and changes to suit client requirements and objectives  

• Take responsibility for prompt and accurate client updates of registration data and summaries, interrogating data as necessary to provide meaningful advice and actions for the project (e.g. attrition management, communication timelines) 

• Ensure that the project is delivered within time frames specified 

• Excellent data analysis skills – filtering and summarizing data 

• Advanced user of Cvent and Microsoft Excel 

• Excellent understanding of delegate flight and travel management, including working closely with flight partners to produce a flight analysis per project to ensure we are leveraging cost effective travel options i.e. group travel. 

• Excellent understanding of room block management, hotel contracts, and attrition management. 

• Lead reasonably complex projects ensuring the highest quality standards are upheld throughout the project’s life cycle, taking guidance from line manager. 

• Champion and adhere to touch best practices and use of Touch project management tools.  

• Attend regular project status meetings throughout project life cycle.   

• Flexibility to work across multiple accounts.  

• Create & maintain effective delegate communications throughout the lifecycle of the project 

• Take responsibility for prompt and accurate client updates of registration data and summaries 

• Proficient in the use of Touch preferred event technology solutions including: 

• Creating reports (standard- and client-specific) 

• Creation, maintenance and use of invitation lists 

• Intermediate capabilities with content update (incl. some HTML knowledge) 

• Understanding of multi-path registration flows incl. travel & hotel modules 

• Creating & managing event emails 

• Ensure all websites are effectively tested and documented, including client feedback 

• Manage, check and cleanse all external data received from clients and/or suppliers 

• Manage the delivery of status reports, progress reports, post-event reports & supplier reports as standard, ensuring all deadlines are met 

• Ensure post-event reconciliations are provided accurately and within client SLAs, clearly showing negotiated cost savings and value adds as required 
• Lead the creation & management of post-event surveys working with internal teams to produce actionable feedback results and analysis

Pharma Know-How:  

• Experienced in delivering Congresses, Investigator Meetings & Advisory Boards. 
• Good knowledge of industry codes of conduct, such as the PhRMA Code in the United States or EFPIA Code in Europe 
• Full understanding of industry- and client-specific reports required for such purposes as internal auditing, TOV (Transfer of Value) reporting, HCP (Health Care Professional) reporting and data reporting 
• Understand the implications of anti-bribery laws when interacting with healthcare professionals, vendors, and third-party intermediaries. 
• Good knowledge of internal healthcare compliance programmes and policies. 
• A commitment to staying informed about changes and updates in pharmaceutical regulations, codes of conduct, and industry best practices. 
• Good knowledge of the meal and hospitality limits set by local regulatory bodies in different countries. 
• Good knowledge of regulations and guidelines outlining acceptable hotel accommodation expenses for healthcare professionals in different countries.  

Website Management  

• Proficient in the use of Cvent Event Management Tools 
• Creating reports (standard and client specific) 
• Creation, maintenance and use of invitation lists 
• Intermediate capabilities with content update  
• Creating & managing event emails 
• Understanding of multi-path registration flows incl. travel & hotel modules 
• Ensure all websites are effectively tested and documented, including client feedback on all assigned and team projects 
• Work closely with the Technology manager assigned to meet client expectations 

Reporting 

• Ensure all client & supplier deadlines for reporting are met 
• Create meaningful event reports for client/internal/supplier use 
• Possess an excellent understanding of industry specific reporting requirements (ToV, compliance) and ensure these standards are met for all assigned projects 
• Lead the delivery of post event reporting, accurate reconciliation of client budgets in a timely manner and in line with client SLA’s 
• Lead the creation & management of post-event surveys working with internal teams to produce actionable feedback results and analysis 
• Proficient in delegate management data and reporting – including the ability to interrogate system based data, and manually manipulate to a high level in Excel or similar 

Client Governance 

• Ensure compliance with all client and company SLA’s 
• Data Privacy 
• Ensure compliance with all client and company privacy and security protocols 
• Ensure compliance with GDPR 2018 regulations 
• Manage all client and attendee data in a sensitive and careful manner utilizing all quality and security processes in place 
• Take responsibility for monitoring and training new team members where required on data handling processes for assigned projects 
• Promptly flag to Operations Lead any concerns regarding data privacy 

Budget Reconciliation & Finance Management  

• Ensure post event reconciliations are provided accurately and within client SLA’s clearly showing negotiated cost savings and value adds as required 

• Take responsibility for the accurate pass through of all supplier and internal costs to minimize risk to forecasting 

• Support Senior Delegate Manager providing data to support ongoing supplier negotiations at a global/organizational level 

• Ensure client savings document/ negotiation trackers are completed, maximizing client cost savings: 

• Supplier negotiation
• Cost reduction
• Efficiency savings
• Supporting DM/DC in negotiations and cost saving methods
• Suggest cost saving methods to client & account leads pro-actively

• Ensure all team members are aware of hours allocated in budget and are tracking against their project hours. Analyze project team time recorded to the job to ensure detail and accuracy. Suggest effective solutions to improve resource utilization across the lifecycle of the project. 
• Manage and submit personal expenses and credit card reconciliations within specified timeframes.  

 

Team Support 

• Provide consistent leadership, motivation and direction to all junior team members. Manage junior team members on your project team 

General  

• Work collaboratively with the Board, peers and all teams to ensure effective delivery of all client projects.  

• Attend company training days as and when required.  

• Attend company meetings as and when required.   

Computer Skills                                                

 Microsoft Office Word Processing software, Microsoft PowerPoint, Outlook and registration software programs (i.e. Cvent).

 

If you can do all that, you have what it takes. It might help if…

• You have experience in preparing written documentation including proposals, quotations and letters; maintain accurate and complete client and project files.
• Experience with Trade Shows, Convention and/or Congress planning, as well as Housing Bureaus is highly essential.                               

• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.  Ability to write reports, proposals, business correspondence, and assist with process documents.  Ability to effectively present information and respond to questions from, leadership, clients, suppliers, and delegates

 

Last but not least, we believe in diversity, equity and inclusion.

Jack Morton is an equal opportunity employer; we strongly value diversity at our companies. We do not discriminate on race, religion, color, national origin, disability, sexual orientation, gender identity, gender expression, age, marital status, veteran status, or any other basis prohibited by law. 

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