Responsible for supporting various activities related to the Practice Development business line, including: project management of virtual and live workshops; updating and editing educational collateral and supporting documentation; working with the team to streamline the processes and workflows.   Duties and Responsibilities include the following.  Other duties may be assigned.   - Assists in the maintenance and updating of educational materials, including editing, proofing, and updating text, layout and graphics in slide decks and documents.  - Collaborates with teams to coordinate and ensure information is current, accurate and compliant on web pages, reports, social media and internal/external documents.  - Coordinates workshop, certificate, and other information with marketing team for marketing activities.  - Proofreads and demonstrates precise attention-to-detail in reviewing documents produced for workshop attendees.  - Coordinates training engagements and preparatory meetings for workshops and other meetings, as defined.  - Maintain virtual workshop learning system, including event setup, ticketing, creation and distribution of promo codes, opening and troubleshooting virtual sessions, and technical support of workshop attendees.  - Performs internal audits of workshops, certificates, webinars, and trainings, and follows the National Association of State Boards of Accountancy standards as identified.  - Maintains records and documentation of Continuing Professional Education records for corporate compliance, and issues certificates of completion.  - Summarizing surveys and evaluations, distributing pre-workshop materials to attendees, distributing Continuing Professional Education forms and certificates to participants after workshop completion and post-workshop communication to participants.  - Distributes Continuing Professional Education forms and certificates to participants after workshop completion and post-workshop communication to participants. - Assists in developing guidelines and processes, and confirms appropriate documentation is recorded, as necessary, for audit review. - Handles special projects, as needed.   Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.   Computer Skills To perform this job successfully, an individual should have knowledge of Microsoft Office Suite and Salesforce software.   Education/Experience Bachelor's degree (B.A./B.S.) from four-year college or university; and one to three years related experience and/or training.   Knowledge, Skills, and Other Abilities - Strong Microsoft Office skills are required; specifically, high proficiency in PowerPoint, Excel and Word - Knowledge of educational principles and accreditation principles preferred - Project management experience preferred - Good time management skills required COVID-19 considerations This position is remote for the remainder of 2020, with a transition back to the physical office in 2021.

Supports overall efforts in product messaging, positioning, and core content creation within a focused product area for both internal and external audiences.  Collaborates heavily with the demand gen marketing team to develop and execute on multi-channel, persona-driven marketing plans for focused product area. The ideal candidate will have three to five years of product marketing experience, ideally from the public accounting space, and have familiarity and or experience with marketing software (SaaS).   Duties and Responsibilities include the following.  Other duties may be assigned. - Conduct market research using customer feedback, interviews, win/loss analysis, surveys, online research, business process descriptions, use cases, business analysis, competitive product analysis, workflow analysis, etc. - Identify and define target markets and audiences for your product to inform nuanced use cases and value propositions. - Leverage market research to create and curate the story and messaging around your product for both internal and external audiences. - Inform content and positioning around product to help the demand gen and web teams effectively create and maintain compelling web pages, emails and other marketing creatives. - Work with sales to develop effective sales and marketing tools and support materials for the sales team. - Collaborate with the demand gen marketing team to optimize the story and messaging around the CPA.com product portfolio. - Communicate updates to core positioning and messaging to sales, customer success, and other key stakeholders at CPA.com and the AICPA. - Work with demand gen marketing, AICPA marketing, alliance management and other stakeholders to inform and influence multi-channel marketing approach based on content and audience alignment. - Demonstrate excellent interpersonal skills to initiate and maintain relationships with internal and external stakeholders. - Be the expert on your buyers—how, when and why they buy, their buying criteria and the tools and resources they ultimately need to drive adoption of your products with their clients. - Create and curate buyer and user personas based on market segment and audience. - Document processes related to product marketing core responsibility where processes are not already documented. - Determine high-level product requirements and preferences. - Travel to represent CPA.com at exhibit booth at tradeshows. - Present on topics within your product/domain area to audiences attending web and on-premise events (as needed).   Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.   Computer Skills To perform this job successfully, an individual should have knowledge of Word Processing Software: Microsoft Word, Spreadsheet Software: Microsoft Excel, Contact Management Software: SalesForce and Microsoft PowerPoint.   Education/Experience - Bachelor's degree (B. A. / B. S.) from four-year college or university (MBA preferred) - Three to five years of product marketing experience - Experience working in the public accounting space, particularly audit, is strongly preferred - Familiarity and or experience with marketing software (SaaS) Knowledge, Skills, and Other Abilities - Pragmatic Marketing/Pragmatic Institute Certification a Plus - Strong Presentation Skills

Acts as primary tier 1 as well as tier 2 customer support representative for products including .cpa, RIVIO and CPA.com email. Provides supplemental support for business lines including AICPA Navigator, Compliance Tracker, and AICPA Store when needed by performing the following duties.   Duties and Responsibilities include the following. Other duties may be assigned. - Supports CPA.com email including creation, activation, renewals, and account termination. - Answers customer calls by way of phone and emails for CPA.com products. - Supports the Google Apps console and answers customer support inquiries. - Validates purchases and corrects any billing errors for CPA.com email. - Validates new RIVIO firms. - Perform testing in RIVIO stage environment and report discrepancies to development - Maintains billing subscriptions and invoices for RIVIO within Zuora. - Assists in creation for user guides and maintains existing guides. - Assists firms with the RIVIO administrative environment for enablement. - Verify and validate firms for eligibility for ownership of .CPA domain - Assist with Customer Service-related functions for OnPoint Suite of products, including purchase and renewal assistance. - Records all interactions with customers in Salesforce and/or Help Desk. - Assist other Customer Service team members with onboarding and day-day tasks. - Join calls with firms on escalated support questions. - Deliver white glove customer service to all current customers and potential customers. - Provide strong customer service to all current and upcoming products, as needed. - Pull necessary reports when requested from Sales team and Leadership. - Assists with calls to firms to encourage renewal and usage/adoption. - Provide supplemental support for business lines: AICPA Navigator, Compliance tracker and AICPA store. - Research, replicate, troubleshoot any issues users are experiencing – providing excellent written and oral communication back to users. - Develop internal sales support materials and maintain curent resource library on shared sales drive. - Document processes to assist current and future team members. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.   Computer Skills To perform this job successfully, an individual should have knowledge of Microsoft Office, Salesforce, Blue Martini, Google Apps, and Zuora.   Education/Experience High school diploma or general education degree (GED); or one to two years related experience and/or training, or equivalent combination of education and experience.   Knowledge, Skills, and Other Abilities Oral and written communication skills

Enterprise Account Managers manage the largest CPA firms and key strategic accounts at CPA.com. Responsible for driving revenue in the large-market accounting firm's ($3M - $30M in gross revenue), and developing long term relationships with stakeholders and executives to represent CPA.com products and services by performing the following duties.    Duties and Responsibilities - Meets/exceeds territory sales goals. - Hunt for new logo opportunities - getting the 1st CPA.com product into a firm. - Farm for cross-sell opportunities - expanding the CPA.com portfolio within a firm. - Mine for deeper adoption - drive adoption in key CPA.com products and services. - Manage a territory of largely T500 firms and key strategic accounts. - Represent CPA.com at various tradeshows, industry/vendor/CPA.com events. - Professional presentations of CPA.com solutions to prospects and clients. - Develop trusted advisor role with key stakeholders and executive sponsors, both internally and externally. - Communicates progress of monthly and quarterly objectives to internal and external stakeholders. - Successfully quarterbacking various internal and external departments, points of contact, and teams to drive results. - Site visits for strategic firms. - Openness to travel, including overnight is required: up to 50% of individual's time. - Possible presentation requirements at key strategic events. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.   Computer Skills To perform this job successfully, an individual should have knowledge of word processing software, spreadsheet software, human resource systems, and Salesforce software.   Education/Experience Bachelor's degree (B.A./B.S.) from four-year college or university.   Great candidates for an EAM role have three to five years’ experience managing relationships in very large businesses (CPA firms are a plus), with a proven track record of meeting and exceeding goals and driving results.   Specialized Training Sales process training such as Sandler, Challenger, and Solution Selling.   Knowledge, Skills, and Other Abilities - Strong verbal and written communication skills - Ability to successfully quarterback several moving parts to drive results, both internal to CPA.com and external to partners and clients - Strong executive presence - Ability to deliver strong, crisp, and meaningful presentations to C-Suite and key decision- makers - Strong time management skills

As a Sales Development Representative (SDR) your primary job will be helping the sales team build top of the funnel opportunity. You will do this by properly qualifying prospects on our business offerings then connecting them with Account Representatives to further advance through the sales cycle.   Duties and Responsibilities include the following.  Other duties may be assigned. - Enthusiastically hunt for new B2B sales opportunities via phone, email, and social engagement. - Ability to uncover net-new qualified business opportunities, leverage the company’s expertise, industry profile, and knowledge of the industry to contact potential buyers. - Ability to quickly qualify prospects and connect them our industry expert Account Management team. - Follow up on inbound sales lead activity. - Managing activity in Salesforce. - Consistently achieve qualified new business activity each month. - Consistently achieve or exceed key business development metrics. - Tenacious and driven, you are truly passionate about helping our clients/prospects become more efficient and profitable. - Perform as a key member of a fast-paced Sales team with skills in strategically developing and qualifying new revenue opportunities. - Learn and understand CPA.com's value statements and clearly articulate them to prospects. - High level of daily phone activity. - Ability to work in a fast paced team. - Schedule meetings, trainings, and demonstrations for sales prospects.   Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.   Computer Skills To perform this job successfully, an individual should have knowledge of Word Processing and Spreadsheet Software and CRM/SalesForce.   Education/Experience Associate's degree (A. A. / A. S.) or equivalent from two-year college or technical school; and one to two years related experience and/or training; or equivalent combination of education and experience.   Knowledge, Skills, and Other Abilities - Comprehensive knowledge of business products and processes - Excellent problem-solving and analytical skills with the ability to apply knowledge and creativity to resolve standard and complex client issues, improving service offerings - Strong communication skills (written, oral, presentation) - Organizational and prioritization skills with attention to detail - Confident, helpful, customer-oriented phone presence required - Professionalism