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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This position is responsible for managing projects that focus on recruiting and retaining members, including eblasts, inbound marketing efforts and social media outreach, while overseeing CalCPA’s membership recruitment and renewal projects. In addition, The CalCPA marketing communications manager steers the success of identified member segments and other key, strategic initiatives—from strategic planning to implementation.

This position oversees all chapter communications and collateral, and serves as project lead for CalCPA communication planning—ensuring brand consistency and message delivery across all channels, business units and product lines. This position also manages CalCPA’s print and online production team.

• Required Education, Experience & Qualifications:
• • Bachelor’s degree and a minimum of 3-5 years related work experience.
• • Proficient in Excel, Word and use of CRM database
• • Proficient in use of computer and must have a strong background in social networking applications and demonstrated ability to use Word, Excel, PowerPoint and Adobe Acrobat, as well as ability to work in a database environment.
• • Demonstrated organizational, communications and critical thinking skills.
• • A demonstrated understanding of budget management, monitoring and projection.
• • Must be able to travel locally outside of regular working hours. Must retain a valid CA Driver’s License, have access to vehicle and provide proof of motor vehicle insurance.
• • Must be able to travel at various times during the year for one to two-day meetings.

• Essential Duties & Responsibilities:
• • Supervise online production specialist and marketing designer.
• • Manage inbound and outbound membership marketing.
• • Identify and create significant deliverables related to targeted statewide initiatives, including engaging local chapter leadership.
• • Regularly reassess and improve print and email policies, procedures and processes.
• • Identify and execute new recruitment and retention strategies related to key member/firm/industry/technical segments, including in-person outreach, targeted collateral/resources and a positive online user experience.
• Determine ROI and develop tracking mechanism for effectiveness of email campaigns and make change and/or enhancement recommendations.
• Enhance and execute social media strategy including managing Connect and evaluating and reporting on ROI of various tactics.
• Other duties as assigned.

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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 Inland Empire Chapter Program Associate serves a key role as part of the staff and leadership team of the Chapter, and coordinates, manages, organizes, administers and directs chapter operations, including the Chapter Board of Directors and finances, as well as numerous member volunteers, meetings, events, membership activities and office administration. This position is home based in the Inland Empire, but requires regular local travel and travel to CalCPA offices several times throughout the year.

• 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.
• • Proficiency in Microsoft Word, Excel, PowerPoint, Adobe Acrobat and social media platforms, as well as ability to work in database environment.
• • Demonstrated organizational, time, communication, management and critical thinking skills; meeting planning experience a plus.
• • Ability to operate home office technology and coordinate service maintenance as needed.
• • Must be able to travel locally outside of regular working hours.
• • Must be able to travel to CalCPA offices various times during the year for multi-day meetings.

• Essential Duties & Responsibilities include the following:
• • Serve as liaison between chapter members and CalCPA; fostering two-way communication on issues, policies and activities between CalCPA, chapter members, firms, governing bodies and prospective members.
• • Manage Chapter Board of Director and Committee governance and leadership team, including:
• • Serving as a member of Chapter Board and Committee leadership.
• • Overseeing Board and Committee governance, including bylaws, processes and procedures.
• • Effectively communicating and working with chapter leaders.
• • Leading chapter-specific strategy and implementation of goals/objectives.
• • Executing all chapter activities, events, meetings and operations.
• • Proactive team player, working collaboratively with chapter members/volunteers, Programs staff and other CalCPA departments to deliver services and execute on CalCPA goals and initiatives.
• • In collaboration with chapter leaders/committee members, Program Associate plans and executes chapter networking, social and educational events.
• • Help identify and secure event sponsorships, as well as develop comprehensive chapter sponsorship program.
• • In conjunction with marketing department, responsible for chapter electronic and print marketing, promotion and communications, including social media.
• • Participate in member development and other CalCPA initiatives, including local firm visits, Big4 new hire orientations, grassroots activities / legislator visits, Campus Ambassadors, Meet the Firms events, Education Foundation Conference cross-promotion, and member ongoing recruitment and renewal campaigns.
• • Working with Chapter Nominations Committee, identify and develop future leaders.
• • Manage chapter nominations process, Committee and applications.
• • Build strong relationships with chapter members and local firms.
• • Organize and administer the day-to-day chapter activities relative to financial, procedural and operational matters.
• • Process AP & AR for the chapter.
• • Review and negotiate event/venue contracts.
• • Manage chapter financials, drive the annual chapter budgeting process with leadership and ensure that the monthly financial reports are accurate. Further analysis required quarterly.
• • Administer chapter student scholarship program and manage Scholarship Committee.
• • Collaborate with other organizations to promote CalCPA.
• • Special projects as assigned.

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Member of the Sacramento Chapter program staff. The full-time Sacramento Program Associate serves a key role as part of the leadership team of the Sacramento Chapter, and coordinates, organizes, administers and manages chapter operations, including volunteers, meetings, events, activities and administration.

• 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.
• • Bachelor’s degree and 3-7 years related work experience, or the equivalent.
• • Proficiency in Microsoft Word, Excel, PowerPoint, Adobe Acrobat and social media platforms, as well as ability to work in database environment.
• • Demonstrated organizational, time, communication, management and critical thinking skills; meeting planning experience a plus.
• • Ability to operate home office technology and coordinate service maintenance as needed.
• • Must be able to travel locally outside of regular working hours.
• • Must be able to travel to CalCPA offices various times during the year for multi-day meetings.

• 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.
• • 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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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.

Apply online