PICPA

Strategy

• Serve as PICPA's internal expert on member needs, behaviors, and emerging trends by leveraging relationships, feedback, engagement data, and HubSpot insights.
• Develop and execute membership strategies for key audiences, including individual members, firms, and employers, to support recruitment, retention, engagement, and revenue growth.
• Evaluate membership performance through qualitative and quantitative data, providing recommendations to enhance member value, scalability, and organizational impact.
• Lead growth initiatives targeting non-member CPAs and under-engaged segments, translating research and insights into actionable strategies and programs.
• Apply member insights to inform organizational priorities, program development, budgeting, resource allocation, and strategic planning.
• Build and maintain trusted relationships with members, firm liaisons, and firm leadership to strengthen engagement and identify emerging opportunities.
• Oversee member committees and affinity groups to emphasize industry-focused discussion, peer learning, and meaningful member engagement.
• Evaluate and refine group structures and processes to improve consistency, effectiveness, and member value.
• Ensure volunteer engagement models align with member needs and PICPA’s strategic priorities while remaining scalable and sustainable.
• Oversee the planning, execution, and evaluation of targeted programs and initiatives supporting member engagement and professional growth.
• Ensure program and content decisions are informed by documented member insights rather than anecdotal feedback alone.
• Partner with internal teams to align content strategy with member needs, market trends, and long-term organizational goals.
• Oversee the strategy and lifecycle of member benefit partnerships and sponsorships ensuring alignment with member needs and PICPA priorities.
• Evaluate, implement, and measure exclusive member offerings in collaboration with internal teams.
• Serve as key contact for top level sponsors and oversee team working with all other sponsors and partners.
• Lead, coach, and develop direct report(s), fostering accountability, growth, and operational efficiency.
• Applies critical thinking, sound judgment, and professional experience to develop strategies, improve operations, and achieve organizational goals while operating with a high degree of independence.
• Direct complex, cross-functional projects from concept through execution, leading with a clear strategic point of view.
• Develop and maintain project plans, timelines, budgets, and performance metrics to ensure successful delivery and continuous improvement.
• Collaborate with data and technology teams to design, interpret, and apply PowerBI, Aptify, and HubSpot reporting related to engagement, retention, and participation.
• Translate data and qualitative insights into clear narratives, recommendations, and strategic options for leadership.
• Monitor trends in membership, engagement, and volunteer participation to proactively identify risks and opportunities.

Member Strategy Manager