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OpenExchange, Inc. Tech Stack

Professional services for virtual and hybrid event production

Technology, Information and Internet Boston, Massachusetts 501–1,000 employees Founded 2009 Privately Held

OpenExchange manages end-to-end virtual and hybrid events for financial services, capital markets, and enterprise clients. The company's tech stack is sales-heavy (Salesforce, Outreach, ZoomInfo, Marketo, HubSpot) with direct Zoom integration, reflecting a services-led model where lead generation and pipeline management drive growth. Active hiring skews 7:1 toward sales over engineering, and project focus centers on pipeline management, event analytics, and CRM-to-events data flow — indicating tension between manual service delivery and the need for platform automation.

Tech Stack 14 technologies

Core StackSalesforce ZoomInfo Marketo HubSpot Zoom Cisco LinkedIn Sales Navigator Outreach Sales Navigator Eloqua Teams Webex Cisco Meeting Server RTMP

What OpenExchange, Inc. Is Building

◆Challenges

Seamless data flow between virtual events and sales
Optimizing lead capture and qualification workflows
Competing with best-in-class virtual event platforms
Acquiring new enterprise clients
Meeting sales quota
Reliability and redundancy critical
Automation to reduce manual setup
Long-term scalability planning
Meeting revenue targets
Acquiring new client logos

▲Active Projects

New territory development
Pipeline management
Virtual event analytics dashboard development
Registration and live polling workflow innovation
Crm and marketing automation integration
Feature updates and platform improvements
Configuration playbooks and documentation
Automation opportunities to reduce manual setup

Hiring Activity

Steady8 roles · 3 in 30d

Department

Sales

7

Engineering

1

Seniority

Senior

4

Mid

3

Junior

1

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About OpenExchange, Inc.

OpenExchange is a professional services firm specializing in production, management, and delivery of virtual and hybrid meetings for financial institutions, investment firms, and large enterprises. Founded in 2009 and based in Boston, the company operates a 501–1,000-person team across the U.S., U.K., and China. Their service covers investor relations (earnings calls, investor days, analyst meetings), corporate engagement (town halls, product launches, sales kickoffs), investment management (fundraising, virtual fund launches), and research marketing. OpenExchange is a preferred partner for Zoom Events, handling onboarding, training, and full event orchestration. Revenue comes from concierge-level managed services rather than pure platform licensing.

HeadquartersBoston, Massachusetts

Company Size501–1,000 employees

Founded2009

Hiring MarketsChina, United States, United Kingdom

Frequently Asked Questions

What is OpenExchange's tech stack?

Salesforce, Outreach, HubSpot, Marketo, ZoomInfo, LinkedIn Sales Navigator, Zoom, Microsoft Teams, and Webex form the core. RTMP and Cisco Meeting Server support broadcast and streaming infrastructure.