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About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- Bachelor’s Degree in business, communications, learning, organizational development or a related field
- CPA preferred
- Exceptional interpersonal skills to manage volunteer members and subject matter experts, as well as internal constituents
- Exceptional organizational skills to manage workflow and content calendar
- 5+ years of relevant experience
- Understanding of accounting firms, experience working at these firms is preferred
- Understanding of CPA landscape, including CPE and general accounting topics and trends
- Experience creating goals, managing to goals, and achieving individual, team, and organizational goals
- Attentive management style, detail orientation, problem solving, productivity focus
- Ability to lead and communicate cross-functionally with all teams
- A natural curiosity and skepticism, helping lead you to experiments and tests in the name of improvement
- This role requires a level of travel of approximately 30% of the year.
Benefits
Comp & perks- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Medical, vision and dental insurance
- LTD
- Health savings account
- Paid time off
- Parental leave
- Professional development assistance
- Tuition reimbursement
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Data AnalysisStrategic PlanningProgram DevelopmentBudget ManagementPerformance Metrics
Soft Skills
Exceptional Interpersonal SkillsOrganizational SkillsProblem SolvingDetail OrientationCuriosity and Skepticism
Certifications
Bachelor’s DegreeCPA Preferred