CPA.com

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Job Locations US-NC-Durham | US-MI-Dexter
CPA.com, a leading developer and distributor of technology solutions for the CPA profession, is seeking an associate integrated marketing manager who is looking to apply their skillset and grow with a dynamic and fast-growing organization. The associate integrated marketing manager will support in the execution of integrated marketing plans that drive customer awareness and demand for specific CPA.com product portfolios. This person will execute on marketing activities including email campaigns, web site copy, search and social media, direct sales activities, tradeshows, reporting, event presentation management and cross organizational planning.    Duties and Responsibilities include the following.  Other duties may be assigned. - Assists in the execution of targeted and integrated marketing plans that drive customerawareness, retention and acquisition strategies for specific CPA.com product portfolios. - Leverages marketing channels including email, search engine optimization, social media,advertising, tradeshows, webinars/seminars, conferences/events, and web exposure toexecute campaigns that drive customer interest and demand for products. - Drafts compelling copy for content marketing that includes emails, blogs, social mediaposts, web pages, FAQs, tip sheets, and other enablement tools. - Collaborates with internal and external partners and agencies including, product, sales,rev ops, social media and PR on execution tactics. - Drafts and sets up nurturing email campaigns. - Develops timely marketing reports and provides insights on analytics to help optimizemarketing activities - Maintains and updates marketing calendars and folders. - Drive targeted campaigns utilizing automation and CRM tools, segmenting audiencebased on profile criteria and/or activities and behavior - Collaborate with senior marketing management on other tactics as needed, meetingproject requirements and deadlines - Assist in the management of channels including Google Ads and Adroll retargeting. - Ongoing and active review of performance to optimize campaigns and efforts based onKPIs - Develop and execute testing strategies, measuring and monitoring performance, andrecommending new offers, creative, or tactics to boost performance. - Monitors, tracks and reports on ad placements. - Provides support with business review data and PowerPoint decks. - Coordinates, supports and builds promotional campaigns for webinars, including post-event campaigns. - Performs other essential duties as required. Key Job Qualifications   -   - Bachelor's degree with relevant major. - 1-3+ years of B2B marketing experience. Bonus if experience is in accounting professionor technology company. - Experience implementing integrated marketing plans and campaigns that have met orexceeded goals. - Strong verbal, written, visual/presentation and communication skills. Ability to createcompelling communications content including emails, website copy, blogs, videos, socialcontent, talking points and more.•Ability to work under tight deadlines, navigate competing priorities, and effectively adjustwork plans to respond to emergent challenges or opportunities. - •Ability to work independently to accomplish agreed upon objectives and to evaluateresults. - Knowledge of marketing and social media best practices - Proficiency in marketing automation platforms, CRM solutions, email marketing, socialmedia, and SEO/SEM campaigns. - Strong analytical skills including the ability to recognize patterns and opportunities throughdata. - Experience with Pardot and Salesforce a plus. - Experience with A/B testing a plus. - Strong attention to detail. About CPA.com   At CPA.com, we empower CPAs and businesses with innovative technology solutions to help them drive sustainable success for their clients and organizations. We develop the solutions ourselves or in partnership with leading technology providers such as Paychex.com, Bill.com, Lukka, Jirav and Vertex, among many others.  We’ve established ourselves as thought leaders on emerging technologies and as a trusted business advisor to accounting and finance professionals in the United States, with a growing global focus. Our team works every day to transform accounting practice areas, deliver cutting-edge technology solutions and advance the technology ecosystem for the profession.  What’s life like at CPA.com? Our team members would describe it as innovative, fast-paced, and flexible. We’re engaged—we get involved. We’re accountable—we stand behind our work. We’re collaborative—we thrive on teamwork. We’re authentic—we’re true to who we are. And we’re innovative-we look to whats next.
Job ID
2024-1196
Job Locations US-MI-Dexter | US-NC
CPA.com is seeking a highly motivated Associate Manager of Professional Services, with experience in instructional design and/or training, to join our dynamic team. The ideal candidate will be a strategic thinker with a passion for creating effective learning experiences.   Key Job Responsibilities include the following. Other duties may be assigned.   - Design and develop high-quality, learner-centric instructional materials and content, including e-learning courses, training modules, multimedia content, and slide decks suitable for both in-person and online learning.   - Help conduct needs assessments to identify learning objectives and performance gaps. Work closely with stakeholders to understand training goals and translate them into effective learning solutions.   - Stay abreast of emerging trends and technologies in instructional design and e-learning. Evaluate and integrate budgeted and/or necessary approved new tools and platforms to enhance the effectiveness of learning programs.   - Implement quality assurance processes to ensure the accuracy, relevance, and effectiveness of instructional materials. Conduct regular reviews and evaluations to measure the impact of learning solutions. Includes maintaining project documentation and course folders.   - Collaborate with cross-functional teams, including subject matter experts and multimedia developers, to ensure seamless and integrated learning experiences.   - Support and prepare workshop presentations as needed and in a variety of ways: moderator, presenter, technology support, etc.   - Scheduling Professional Services workshops and events, creating meeting links, organizing event recordings and chat history, and helping maintain event budgets.   Skill and Qualifications:   - Bachelor’s in Instructional Design, Education, or a related field. - Minimum two years of instructional design experience and/or training; or equivalent combination of education and experience in curriculum and instructional design.  - Strong knowledge of adult learning theories and instructional design models including lesson and curriculum planning skills. - Ability to write effective copy, instructional text, audio and video scripts and to translate ideas and concepts into visual elements, graphics, and infographics. - Proficiency in instructional design software, learning management systems (LMS), and multimedia tools. Familiarity with e-learning authoring tools and basic HTML and Flash programming knowledge is a plus. - Have knowledge or ability to gain knowledge for CPE compliance related to training development and tracking for accounting industry. - Excellent verbal and written communication skills, with the ability to convey complex concepts in a clear and concise manner. - Strong analytical and problem-solving skills, with the ability to conduct needs assessments and make data-driven decisions. - Ability to travel for work assignments if needed. - Ability to work independently and collaboratively with cross-functional teams. - Strong project management skills and ability to manage multiple projects simultaneously. - Ability to work under tight deadlines, navigate competing priorities, and effectively adjust work plans to respond to emergent challenges or opportunities.  - Strong attention to detail and organized.    
Job ID
2024-1197
Job Locations US-MI | US-NC | US-TX
Responsible for the planning of session curriculum for more than 30 conferences annually. This role will lead in contributing ideas, identifying talent, and managing the logistics for live content verticals across CPA.com’s activities. The MECP will work in close collaboration with our larger content team, marketing and sales, as well as events teams. The Manager, Event Content & Programming understands the dynamics of a compelling agenda and how to coach speakers as well as moderators on how to deliver sessions with meaningful takeaways for the audience by performing the following duties.   Duties and Responsibilities include the following.  Other duties may be assigned.     - Develops our speaker and programming strategies to bring a revolving door of talent and topics to the member experience designed for the accounting profession.*   - Collaborates on agenda development for annual conference.*   - Assists with and/or owns speaker recruitment for assigned programs.*   - Develops session curriculum including descriptions and learning objectives.*   - Onboards recruited speakers.*   - Collaborates with others on the event team for smooth program execution.*   - Assumes similar responsibilities for both in-personal and virtual events as those opportunities arise.*   - Plays an integral role in developing the breakout track agenda for our conferences.*   - Receives input from various stakeholders and advisory boards.*   - Oversees speaker’s experience from outreach, deliverables, satisfaction, and overall partnership.*   - Works with our marketing lead to oversee event communications. Gives guidance to frame event topics and to attract attendance and support sales goals.*   - Works collaboratively with our events managers and producers who oversee and support event production.*   - Manages run of show at annual conference and direct AV team on particulars required.*   - Works with Senior Marketing and Communications Director and PR/Social Media Manager on promotional materials and social content.*   - Ensures website, mobile app and other event technology are accurate and working correctly.*   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.     Education/Experience: Bachelor's degree (B. A. / B. S.) from four-year college or university; and four to six years related experience and/or training; or equivalent combination of education and experience.   Specialized Training: - Proven experience in building curriculums with a keen eye towards business & skill building topics for accounting professionals   Knowledge, Skills, and Other Abilities: - Deep understanding of and passion for the CPA profession and education of practitioners - 4+ years event curriculum management experience - Collaborative team player - Ability to multi-task across project types and programs - Ability to travel 3-4 times per year - Self-motivated, strategic creative worker with a drive for executional excellence - Highly organized, detail-oriented, with strong project management skills    
Job ID
2024-1195
Job Locations US-MI-Dexter | US-NC-Durham
CPA.com is seeking a dynamic and highly motivated and experienced Sales Engineer. The Sales Engineer will play a pivotal role in bridging the gap between our technical solutions and our clients’ needs, driving successful adoption of our products and services. The ideal candidate will possess a strong technical background, exceptional communication skills, and a proven track record in consultative selling.     Key Job Responsibilities include the following. Other duties may be assigned.   - Engage with accounting firms to understand their business requirements and challenges and provide expert guidance on how our technology solutions can address their specific needs.   - Conduct system design reviews for firms including tech stack usage and make optimization recommendations on both use & processes.   - Develop a deep understanding of CPA.com products and services, staying current on industry trends and advancements.   - Collaborate with product development team and/or technology partners to stay informed about new features and enhancements.   - Demonstrate a high level of technical proficiency to effectively communicate the value proposition of our solutions.   - Conduct “new logo” sales product demonstrations and presentations to showcase the technical capabilities of our offerings (i.e. Sage Intacct, BILL AP/AR, BILL Spend & Expense, etc.)   - Conduct firm client-facing product demonstrations and presentations   - Support the sales team in preparing proposals, technical documentation, and other materials required for the sales process.   - Participate in pre-sales activities, including responding to technical queries and addressing concerns.         Skill and Qualifications:   - Bachelor’s degree in relevant technical field (e.g. Engineering, Computer Science) or equivalent experience - 4+ years sales engineering experience - Passionate about technology and experienced in ERP systems with a deep understanding of Sage Intacct technology  - Experience with FP&A platforms and other technology product integrations with Sage Intacct is a plus - Capable of comprehending a managed service design & methodology including implementation and onboarding process - Proficiency in presenting technical information to both technical and non-technical audiences - Ability to articulate complex technical concepts in a clear and concise manner - Ability to travel for work assignments - Strong presence and communication skills - Ability to work independently and collaboratively with cross-functional teams - Strong project management skills and ability to manage multiple projects simultaneously - Ability to work under tight deadlines, navigate competing priorities, and effectively adjust work plans to respond to emergent challenges or opportunities - Strong attention to detail and organized
Job ID
2024-1198
Job Locations US-MI-Dexter | US-NC-Durham
CPA.com, a leading developer and distributor of technology solutions for the CPA profession, is seeking an experienced Sr. Integrated Marketing Manager who is looking to apply their skillset and grow with a dynamic and fast-growing organization. The Sr. Integrated Marketing Manager will drive the strategy & execution of B2B omni-channel marketing plans for a select CPA.com portfolio of products through a team of marketers. The ideal candidate will have strong leadership, management and collaboration skills, as well as a deep understanding of B2B marketing, preferably with experience at SaaS or technology company. This person will also take a data-driven approach to planning go-to-market plans across both inbound and outbound channels to meet or exceed marketing goals.   Key Job Responsibilities Marketing Strategy and Team Management - Create and execute KPI-driven, content-focused, multi-channel marketing plans that drive category awareness, demand generation and post-sale enablement of selected CPA.com and technology partner solutions. - Lead a team of marketing professionals to develop and execute holistic marketing plans, providing regularfeedback and guidance to meet or exceed marketing goals and KPIs. Content Marketing - Lead and execute a comprehensive thought leadership content marketing strategy, aligned with the overall product goals. - Partner with product marketing, sales and professional services teams to create high-impact marketing content including webinars, sales enablement resources, infographics, videos, web content, case studies, blogs, fact sheets and social media content. - Ensure that all marketing materials align with our brand identity and resonate with target firm audiences. Digital Marketing and Demand Generation - Oversee digital marketing and demand generation strategy for marketing team, developing and executing strategies that align with the company’s overall goals and coaching marketing professionals to follow best practices for key digital tactics including email marketing, paid search and SEO. - Collaborate with revenue operations teams to create best-in-class tracking and reporting around the marketing funnel that allow for better forecasting and benchmarking. - Manage the effectiveness and reporting of key marketing channels (web traffic, SEM, ABM, email, content, events). - Design and implement lead generation and nurture campaigns to drive MQLs and SQLS through the marketing funnel, and leverage learning and testing to optimize conversion rates and lead scoring. - Forecast, measure, analyze, and report on the impact of marketing activities on sales pipelines, revenues, and sales cycle lengths. Determine and report out on the ROI and effectiveness of marketing plans/campaigns. - Develop and execute ABM strategies to target key accounts, collaborating with PMM and sales teams to create targeted messaging, content and campaigns. Data Analysis and Reporting - Utilize data analytics to measure campaign effectiveness, identify trends, and make data-driven decisions. - Regularly reports on key performance metrics to stakeholders, including for quarterly business review meetings. Other duties - Leverage marketing automation tools to streamline processes and enhance lead nurturing. - Manage marketing budgets effectively, allocating resources to high-impact initiatives and evaluating ROI of marketing spend.   Skills and Qualifications:   - Bachelor's degree with relevant major; advanced degree preferred. - 10+years of marketing experience, preferably with focus in creating GTM marketing strategies for SaaS technology products; Experience working with sales teams to support bottom of the funnel marketing. - Strong knowledge of marketing best practices, channel approaches and emerging technologies, including marketing use cases for GenAI. - Expertise and proficiency in marketing automation platforms and CRM solutions such as Salesforce and Pardot. Experience managing successful email marketing, social media, content/webinar, and SEO/SEM campaigns. - Excellent communication, leadership, and project management skills. - Ability to work under tight deadlines, navigate competing priorities, and effectively adjust work plans to respond to emergent challenges or opportunities.   - Ability to work independently and with limited oversight to accomplish agreed upon objectives and to evaluate results. - Strong analytical skills and ability to interpret data to drive strategic decisions. - Strong attention to detail.   Candidates must be within a reasonable commuting distance of either Dexter, Michigan or Durham, North Carolina.     About CPA.com At CPA.com, we empower CPAs and businesses with innovative technology solutions to help them drive sustainable success for their clients and organizations.  We develop the solutions ourselves or in partnership with leading technology providers such as Sage, Paychex.com, BILL, Jirav and Vertex, among many others.    We’ve established ourselves as thought leaders on emerging technologies and as a trusted business advisor to accounting and finance professionals in the United States, with a growing global focus. Our team works every day to transform accounting practice areas, deliver cutting-edge technology solutions and advance the technology ecosystem for the profession.   What’s life like at CPA.com? Our team members would describe it as innovative, fast-paced, and flexible. We’re engaged—we get involved. We’re accountable—we stand behind our work. We’re collaborative—we thrive on teamwork. We’re authentic—we’re true to who we are. And we’re innovative-we look to what’s next.
Job ID
2024-1199