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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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