CalCPA Education Foundation’s associate web producer must be a self-starter, detail-oriented and deadline-driven. You’ll provide stellar marketing support for CalCPA and CalCPA Education Foundation with responsibilities that cover managing and tracking marketing deliverables on calcpa.org sites and email production.

If you’re naturally curious and have a knack for optimizing workflows and processes, we’d love for you to join our team. Ideally, you are comfortable working with a CMS and can navigate old-school UIs and can work magic within Wordpress. You are proud of your ability to effectively manage your time and beam when you’re able to “turn on a dime” without skipping a beat. Colleagues or former managers smile when they hear your name because you are known for being reliable and having a quick and discerning intellect.

• Essential Duties & Responsibilities:
• • Help ensure calcpa.org website properties are SEO optimized, meet accessibility best practices and are rated within acceptable benchmarks for quality assurance (content quality, UX, spelling and fixing broken links).
• • Work with cross-functional teams to ensure calcpa.org website properties have timely updates.
• • Managing email marketing campaigns including scheduling, trafficking design and production of marketing collateral, compiling copy, list segmentation and measuring effectiveness.
• • Manage tracking of key metrics and providing weekly reporting.
• • Effectively own content as the last point-person to identify errors—basically, you have an eagle eye for fine details.
• • Manage collateral distribution for CalCPA Education Foundation events.
• • Occasionally provide web graphic support.
• • Perform other duties as assigned.

To be successful, each essential duty and responsibility should be fulfilled satisfactorily. The following requirements are representative of the knowledge, skill, and technical ability needed for this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• • Bachelor’s degree in marketing, communications, web development/graphic information technology or 2-3 years of related work experience with a comprehensive body of work in your portfolio.
• • Working knowledge of html/css with the ability to troubleshoot for responsive design.
• • Be well-informed regarding CAN-SPAM and GDPR compliance.
• • Demonstrated ability to analyze and work with data, trend metrics and provide reporting decks.
• • Demonstrated ability to juggle multiple priorities and meet deadlines.
• • Exceptional attention to detail and organizational skills.
• • Superb interpersonal skills to work with all personality types and staff levels in the organization.

Your competitive advantage:

• • You are familiar with the finance or accounting industries.
• • You can write compelling marketing copy.
• • You love tacos.

Apply online

We’re looking for a candidate with proven work experience as a sales professional with excellent selling, communication and negotiation skills. The sales professional will coordinate sales efforts with existing Advertising and Sponsorship Director and achieve agreed upon sales targets and outcomes within schedule. The sales professional will also coordinate sales efforts with marketing department, monitor competition by gathering current marketplace information on pricing, products, techniques etc.

The sales position will earn commission based on and not limited to the sales of various advertising vehicles including: magazine ads; website ads; newsletter ads; event sponsorships and job postings.

Position requires strong project management, problem solving and people skills. This team player must remain cool under pressure and be able to process input from multiple sources with agility and professionalism.

Additionally, this position will be required to build and maintain knowledge related to both accounting and financial professions as well as professional membership organization structure.

• 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 in business, marketing or related field.
• • Experience in sales.
• • Understanding of the sales process and dynamics.
• • Commitment to superb customer service.
• • Excellent written and verbal communication skills.
• • Demonstrated ability to work in varying database environments.
• • Demonstrated organizational, communications and critical thinking skills
• • Ability to work effectively and collaboratively with different departments and customers.
• • Ability to work on assigned projects with minimal supervision

• Essential Duties & Responsibilities include the following:
• • Create new and maintain existing client relationships;
• • Create new pipeline of potential advertisers;
• • Maintain positive business relationship to ensure future sales;
• • Coordinate the development of promotional materials;
• • Manages portion of overall advertising budget;
• • Manages the online job board;
• • Works with the overall team including advertising, marketing and event planning departments; and
• • Other duties as assigned.

Apply online

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.

Apply online

The Channel Counties Program Associate serves a key role as part of the leadership team of the Channel Counties Chapter, and coordinates, organizes, administers and manages chapter operations, including volunteers, meetings, events, activities and administration. This position is a home-based role located in the Channel Counties, CA area.

• 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.
• • Must be able to travel to CalCPA HQ office at various times during the year for one to two-day meetings and other meetings as assigned.
• • 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