Summary:The Director of Marketing promotes 500+ live-streaming courses and conferences for the premiere continuing professional education (CPE) provider for CPAs and financial professionals – in California and beyond. Driving competitive marketing strategy, compelling learning experiences and key analytics to boost registrations across North America is your mission! You are an experienced, hands-on leader who makes your vision come true — from customer segmentation to pricing and communications. Leverage the latest technologies to launch digital campaigns via social media, web and PR for speaker and sponsors. Collaborate with nationally-recognized experts and ramp up on accounting and finance hot topics in this exciting, high-potential role!

• Required Qualifications and Experience:
• • Bachelor’s or master’s degree in marketing or MBA, with 5 years of experience
• • Hands-on proficiency in CRM and marketing automation, Google Analytics, SEO/SEM, social media, ad-serving technologies and email databases. Salesforce and BI data analytics dashboards a plus!
• • Copywriting and some copyediting skills for web, email and print collateral with attention to detail
• • Great organizational, written and verbal communications and project team management skills; partnership experience helpful
• • Development of product marketing strategies and aligned campaigns and projects
• • Demonstrated budgeting and negotiation skills
• • Strong Excel and visualization capabilities
• • Fun, friendly personality that embraces teamwork and the values of this ethical profession

• Essential Duties and Responsibilities:
• • Deliver competitive marketing strategy, budget, ROI and projections to executives and boards
• • Create copy and run campaigns utilizing offline and online tactics including SEM, blog, print, digital and remarketing to reach attendance goals
• • Redefine customer journey through optimzed tactics and CRM to determine audience segments and pricing for high-quality courses, conferences, discounts/li>
• • Revamp inbound marketing for visibility and customer/member benefits
• • Manage marketing coordinator and work alongside rest of team, running weekly meetings, generating trends, metrics and status reports
• • Collaborate closely with IT, MarCom and vendors to ensure high quality deliverables and execution
• • Travel to quarterly meetings (1-2 days) offsite; other duties as assigned

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This nonexempt position support efforts to nurture key revenue generating programs for CalCPA and the CalCPA Education Foundation; 100% membership, advertising, firm billing and sponsorship.

• Essential Duties & Responsibilities:
• • Customer data: Facilitate logistics with respect to annual, and intermittent, updates to customer data for key firms
• • Membership fees: Facilitate annual renewal invoicing for key firms; see that all are paid on timely basis
• • White-glove service: Offer friendly, prompt and reliable responses and follow up actions to inquiries and requests from contacts at key firms, advertisers and sponsors
• • Advertising, sponsorship: Support administrative tasks related to execution of advertising and sponsorship agreements (includes contracts, invoicing, materials gathering)
• • Other duties as assigned, including covering for director of advertising, sponsorship and firm engagement as warranted

• Required Education, Experience & Qualifications:
• • Meticulously attentive to detail
• • Proficient in Excel, Word and use of CRM database
• • Bachelor’s degree and 3+ years relevant work experience
• • Sales experience or work in media sales environment a plus
• • Confident offering suggestions to streamline business processes
• • Demonstrated ability to track, prioritize and execute multiple tasks
• • Committed to superb customer-service; excellent verbal and written communication skills
• • Interface effectively and collaboratively with interdepartmental and other colleagues
• • Comfortable performing online research (includes LinkedIn, organization websites) to ascertain accurate data with respect to current and protective members, advertisers and sponsors

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Customer Success Specialists serve as the front line for CalCPA. They resolve issues, promote campaigns and cross-sell to member needs to ensure and maximize customer satisfaction, value and responsiveness. They closely interact among team and customers to answer inquiries via web, chat, social media, email and phone in a positive, courteous and efficient manner that highlights member value and benefits. Specialists also analyze and suggest what’s coming up proactively in chapters and Education Foundation course offerings. They process transactions and reconcile among multiple systems.

• The following tasks must be met daily to be successful in this position:
• • Clear and effective verbal and written communications
• • Attention to detail, customer service focus, reliability and initiative
• • Quick at problem-solving and providing alternatives
• • Committed to delivering an extraordinary customer experience
• • Promote chapter events, courses, conferences, discounts, campaigns
• • Committed to working as part of a team

• Required Qualifications
  The following requirements are representative of the knowledge, skill, and technical ability required to perform the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• • Excellent phone, chat, social media and email communication etiquette to resolve customer service issues pleasantly across a range of products and services. Call center experience required.
• • Cheerful, can-do attitude and personality that shines through.
• • Technical proficiency with Microsoft Office, Salesforce, Support Desk, CRM software experience required.
• • Sales and/or marketing campaign experience helpful.
• • Ability to multi-task, make improvements and shift work when needed.
• • Demonstrated organizational, communications and problem-solving skills.
• • Ability to work on assigned projects with minimal supervision as needed.
• • Bachelor or Associate degree with minimum two years of customer service experience.

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The full-time Program Associate – San Francisco serves a key role as part of the leadership team of the San Francisco Chapter, and coordinates, organizes, administers and manages chapter operations, including volunteers, meetings, events, activities and administration. This position is located in Burlingame, CA and is full-time at 37.5 hours/week (Monday – Friday).

• Required Qualifications, Experience, Education or Certifications:
  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The following requirements are representative of the knowledge, skill, and technical ability required to perform the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• • Bachelor’s degree and 3-7 years related work experience, or the equivalent.
• • Proficient in use of computer and must have a demonstrated ability to use Word, Excel, Outlook, PowerPoint and Adobe Acrobat, as well as ability to work in a database environment.
• • Demonstrated meeting and event planning experience; proven communications and critical thinking skills; and ability to facilitate operational planning and meetings.
• • Must be able to travel locally outside of regular working hours.
• • Ability to operate home office technology and coordinate service maintenance as needed.
• • Overtime may be required.

• Essential Duties & Responsibilities include the following:
• • Serve as liaison between chapter members and CalCPA; foster two-way communication on issues, policies and activities between CalCPA, chapters, governing bodies and members.
• • Member of the chapter leadership team, which includes:
• • Effectively communicating and working with chapter leaders.
• • Assist in strategizing and implementing chapter goals.
• • Executing all chapter activities, meetings and operations.
• • Team player, working collaboratively with members/volunteers, Programs staff and other CalCPA departments to deliver services to chapter.
• • In collaboration with chapter leaders/committee members, Program Associate plans and executes chapter networking, social and educational events.
• • Help identify and secure event sponsorship opportunities.
• • In conjunction with marketing department, responsible for chapter electronic and print marketing, promotion and communications, including social media.
• • Participate in CalCPA and chapter membership development and marketing efforts, including firm visits, ongoing recruitment and annual renewal campaigns.
• • Help identify and develop future leaders to expand the volunteer base by building strong relationships with chapter members and local firms.
• • Coordinate chapter nominations process.
• • Organize and administer the day-to-day chapter activities relative to financial, procedural and operational matters.
• • Process AP & AR for the chapter.
• • Manage chapter finances, drive the annual chapter budgeting process with leadership and ensure that the monthly financial reports are accurate. Further analysis required quarterly.
• • Administer chapter scholarship program.
• • Collaborate with other organizations to promote CalCPA.
• • Special projects as assigned.

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