This position is responsible for defining strategies and implementing marketing and communications programs to recruit new CalCPA members from a variety of relevant accounting and finance stakeholder groups (e.g., CPAs, accounting students, financial professionals, bankers, trust and estate attorneys) into CalCPA, with a focus on growing the non-CPA financial professional membership categories.

This position is also responsible for designing marketing and communications strategies and programs to retain CalCPA members by delivering on compelling membership value propositions, developing meaningful benefits, and forging long-term relationships between members and CalCPA.

The Director, Membership Marketing will manage and oversee multiple simultaneous projects, including digital marketing and analytics, defining and targeting specific audiences and communications programs for member recruitment and renewal, targeted use of social media, enhancement of member value propositions, development of collateral and key messaging, exploration of relevant external strategic partnerships.

As supervisor of the CalCPA Manager of Marketing and Communications, this position will also oversee and supervise all CalCPA marketing communications and collateral development, CalCPA communications planning branding consistency and message delivery across all channels, business units and product lines, as well as CalCPA’s print and online production team.

• Required Qualifications, Experience, Education or Certifications:
• • Bachelor’s degree and a minimum of 5-7 years related work experience.
• • A demonstrated understanding of strategic planning, project management, marketing and communications program development (including digital marketing/communications/pulling mail lists, evaluating ROI), and budget management.
• • Brand and/or project management experience preferred.
• • Strong written and oral communications skills; demonstrated organizational, communications and critical thinking skills.
• • Demonstrated ability to manage/motivate people and collaborate with other departments/teams.
• • Proficient in use of computers and technology, and must have a strong background in social media platforms, email service providers and customer relationship management systems and demonstrated ability to use Word, Excel, PowerPoint and Adobe Acrobat, as well as ability to work in a database environment.
• • 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 include the following:
• • Supervise online production specialist and print production specialist.
• • Help guide strategy and oversee all 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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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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We seek a Marketing Coordinator for leading courses and conferences. You are a self-starter who thrives in details and deadlines. You’ll have the opportunity to create and track compelling content across calcpa.org, email, social media and partner channels.

If you’re naturally curious and have a knack for automation, our team is implementing the leading marketing technologies that attract audiences to awesome learning products. You’ll effectively manage your time and beam when you occasionally have to “turn on a dime.” Colleagues smile when they see you as a quick, fun learner and a reliable teammate.

• Required Qualifications, Experience, Education or Certifications:
• • Bachelor’s degree in marketing, online graphic design or 3+ years of related work experience
• • Demonstrated ability to analyze ( Excel / BI ) on data trends and reporting dashboards
• • Adept at shifting priorities to meet deadlines
• • Exceptional attention to detail and organizational skills
• • Good at working with different team personalities and levels

• Essential Duties & Responsibilities include the following:
• • Run digital and email marketing campaigns with A/B testing
• • Traffic production of marketing collateral, including copywriting and segmentation
• • Provide cross-functional coordination and timely updates
• • Assist in executing social media and online strategies
• • Explore key metrics and Google Analytics reports
• • Other duties as assigned

• Nice to have:
• • Some exposure to finance and accounting terms; training provided
• • Familiarity with Salesforce ecosystem

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The San Diego 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 San Diego, 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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