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Responsible for developing and updating workshop, webinar, and self-study collateral on identified topics by performing the following duties.
Duties and Responsibilities include the following. Other duties may be assigned.
- Analyzes and applies trends and best practices in learning technologies and instructional design.
- Creates effective presentation materials, including slide decks suitable for both in-person and online learning.
- Visualizes instructional graphics, the user interface, and the finished product.
- Creates effective learning workbook and worksheet materials.
- Creates engaging learning activities and compelling course content.
- Creates supporting material and media.
- Reviews and updates existing course materials for quality and relevance.
- Uses set instructional end goals and create content that matches them.
- Maintains project documentation and course folders.
- Provides exercises and activities that enhance the learning process.
- Devises modes of assessment, such as polls or quizzes, to measure the effectiveness of the course.
- Reviews materials and instructional modality for ADA compliance.
- Works with subject matter experts to identify the target audience’s training needs.
- Reviews materials and instructional modality for diversity, representation and inclusion.
- Translates course content into graphics suitable for use by marketing.
- Serves as workshop moderator as needed to support technology for learners.
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 Word, Microsoft Excel, project management software, Adobe and Microsoft PowerPoint.
Education/Experience:
Bachelor's degree (B. A. / B. S.) from four-year college or university; and one to two years related experience and/or training; or equivalent combination of education and experience.
Specialized Training:
- Previous working experience in curriculum and instructional design.
- Knowledge of adult learning theories and instructional design models.
- Lesson and curriculum planning skills.
- Basic HTML and Flash programming knowledge.
- Visual design skills (Dreamweaver, Photoshop, Illustrator)
Knowledge, Skills, and Other Abilities:
- Ability to write effective copy, instructional text, audio and video scripts.
- Ability to translate ideas and concepts into visual elements, graphics, and infographics.
- Self-management skills; ability to manage projects on deadline with little supervision.
- Basic project management skills.
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 what’s next.
CPA.com, a leading developer and distributor of technology solutions for the CPA profession, is seeking an experienced integrated marketing manager who is looking to apply their skillset and grow with a dynamic and fast-growing organization. This candidate is responsible for the development and execution of integrated marketing plans supporting a specific CPA.com product portfolio, from strategy to execution and reporting. This person will leverage their understanding of the accounting channel, CPA.com product portfolio, product priorities and key insights to develop compelling integrated marketing campaigns that drive awareness, engagement, conversion, loyalty, and advocacy. This person will have a curiosity for testing new and innovative approaches to generate demand and will take a data-driven approach to planning go-to-market plans across both inbound and outbound channels.
Key Duties and Responsibilities include the following. Other duties may be assigned.
- Leads the development and execution of integrated marketing plans that drive customer awareness, retention and acquisition strategies for specific CPA.com product portfolios.
- Incorporates a multi-channel approach using social media strategies, paid searches, advertising, influencers & partnerships, and events/trade shows to drive qualified demand.
- Plans, creates, builds, tests, deploys, and optimizes marketing programs using content and automation strategies.
- Forecasts, measures, analyzes, and reports on the impact of marketing activities on sales pipelines, revenues, and sales cycle lengths.
- Reaches, connects, engages, and converts customers by delivering unique, relevant content via the use of multiple online and offline marketing channels.
- Owns development of compelling content and collaterals including webinars, whitepapers, case studies, blogs, live streams and web pages that support each phase of the buyer’s journey.
- Collaborates actively with internal and external partners and agencies including, product, sales, rev ops, social media and PR on product specific goal setting and execution tactics.
- Guides content strategy and messaging architecture (including advertising, landing pages, websites, emails, collateral, and other external-facing assets) in collaboration with product marketer and communication/PR team.
Qualifications
- Bachelor's degree with relevant major
- 5-7+ years of marketing experience, preferably in professional services, the accounting profession or technology.
- Proven experience developing and implementing integrated marketing plans and campaigns that have met or exceeded goals.
- Excellent verbal, written, visual/presentation and communication skills. Ability to quickly create content including emails, website copy, blogs, videos, social content and more.
- 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 knowledge of marketing and advertising best practices
- Expertise and proficiency in marketing automation platforms, CRM solutions, email marketing, social media, and SEO/SEM campaigns.
- 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’re always looking to what’s next.
We’re also a subsidiary of the American Institute of CPAs, which is part of the Association of International Certified Professional Accountants, the world’s most influential organization representing 650,000 finance and accounting professionals worldwide. Visit cpa.com to learn more.
CPA.com, a leading developer and distributor of technology solutions for the CPA profession, is seeking an experienced Product Marketing Manager who is looking to apply their skillset and grow with a dynamic and fast-growing organization. The Product Marketing Manager will lead the development of product messaging, positioning, strategy and core content creation for CPA.com’s audit technology solutions and training & consulting professional services. This person will play a key role in supporting the commercial launch of the Dynamic Audit Solution (DAS), a transformative, tech-enabled audit methodology application that modernizes & enhances the quality, efficiency & value of financial statement audits. The Product Marketing Manager will work closely internal team members and CPA.com technology partners to develop and execute on multi-channel, persona-driven marketing plans for the audit area.
Key Job Responsibilities include the following. Other duties may be assigned.
- Develop key positioning and messaging that communicates the vision and value of CPA.com’s portfolio of audit solutions and training and consulting offerings in the market.
- Lead the creation of product category content including case studies, whitepapers, thought leadership webinars, testimonials, videos, webpages, infographics and other marketing creatives to promote product interest and establish CPA.com as a thought leader for the accounting profession.
- Develop and execute a go-to-market strategy for the commercial launch of DAS and related training offerings, including messaging, positioning and marketing deliverables (website, presentations, talking points, etc.) that communicate the value prop of the solution to the accounting profession.
- Research and articulate value propositions and clear competitive differentiation of CPA.com offerings to drive marketing strategy.
- Perform as the expert and advocate of CPA.com’s buyers—how, when and why they buy, their buying criteria and the tools and resources they ultimately need to drive adoption of CPA.com products with buyer, refining segments, personas and ICPs as necessary.
- Research competitor offerings and perform market research as necessary to develop competitive messaging for sales and marketing teams.
- Establish pricing strategies and models in conjunction with product partners and stakeholders to support our product(s).
- Understand seasonal and competitive buying patterns to help prioritize product marketing and go-to-market timelines.
- Identifies and implements ways to assist the leadership team in product planning through requirements development and analysis.
- Collaborate cross-functionally with sales, marketing, communication, business development and operations teams to develop, implement and monitor comprehensive strategic marketing plans.
- Works with sales to develop effective sales and marketing tools and support materials.
- Collaborate with the MarComm team to optimize the story and messaging around the CPA.com product portfolio, as well as determine ROI and effectiveness of marketing campaigns.
- Performs internal training on product positioning and messaging updates.
- Presents as a thought leader on various web and on premise events.
Skill and Qualifications
- Bachelor's degree with relevant major; advanced degree preferred.
- Proven experience as a Product Marketing Manager, Product Manager, Brand Manager or similar role. Strong preference for candidates with experience in the accounting profession.
- Ability to think strategically and collaborate cross-functionally to build relationships and achieve key goals and metrics
- Strong project management skills
- Familiar with product marketing tactics (e.g. integrated marketing campaigns)
- Excellent verbal, written, visual/presentation and communication skills. Ability to read, analyze, and interpret common trade and technical journals and financial reports. Ability to respond to common inquiries from customers, regulatory agencies, or members of the business community. Ability to write articles or blogs supporting thought leadership around cpa.com product offerings. Ability to effectively present information to CPA/accounting community, top CPA.com management, public groups, and/or boards of directors
- 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 attention to detail.
- Product Marketing Certification a plus
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.
1. Develops our speaker and programming strategies to bring a revolving door of talent and topics to the member experience designed for the accounting profession.
2. Collaborates on agenda development for annual conference.
3. Assists with and/or owns speaker recruitment for assigned programs.
4. Develops session curriculum including descriptions and learning objectives.
5. Onboards recruited speakers.
6. Collaborates with others on the event team for smooth program execution.
7. Assumes similar responsibilities for both in-personal and virtual events as those opportunities arise.
8. Plays an integral role in developing the breakout track agenda for our conferences.
9. Receives input from various stakeholders and advisory boards.
10. Oversees speaker’s experience from outreach, deliverables, satisfaction, and overall partnership.
11. Works with our marketing lead to oversee event communications. Gives guidance to frame event topics and to attract attendance and support sales goals.
12. Works collaboratively with our events managers and producers who oversee and support event production.
13. Manages run of show at annual conference and direct AV team on particulars required.
14. Works with Senior Marketing and Communications Director and PR/Social Media Manager on promotional materials and social content.
15. 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
#LI-Remote
CPA.com, a leading developer and distributor of technology solutions for the CPA profession, is seeking an experienced Product Marketing Manager – Tax and Advisory - who is looking to apply their skillset and grow with a dynamic and fast-growing organization. The Product Marketing Manager will lead the development of product messaging, positioning, strategy and core content creation for CPA.com’s tax, blockchain, financing advisory areas and technology partner solutions. The candidate will collaborate heavily with their peers on the integrated marketing team to develop and execute on multi-channel, persona-driven marketing plans.
Key Job Responsibilities include the following. Other duties may be assigned.
- Develop positioning and messaging that communicates the vision and value of CPA.com’s portfolio of products and practice development offerings in the market. Carries the concepts through to webinars, emails, webpages, and other marketing creatives.
- Research and articulate value propositions and clear competitive differentiation of CPA.com offerings to drive marketing strategy.
- Perform as the expert and advocate of CPA.com’s buyers—how, when and why they buy, their buying criteria and the tools and resources they ultimately need to drive adoption of CPA.com products with buyer, refining segments, personas and ICPs as necessary.
- Research competitor offerings and perform market research as necessary to develop competitive messaging for sales, marketing and product teams.
- Establish pricing strategies and models in conjunction with product partners and stakeholders to support our product(s).
- Understand seasonal and competitive buying patterns to help prioritize product marketing and go-to-market timelines.
- Identifies and implements ways to assist the leadership team in product planning through requirements development and analysis.
- Lead the creation of product category content including webinars, case studies, whitepapers, articles, blogs, videos and more to promote product interest and establish CPA.com as a thought leader for the profession.
- Collaborate cross-functionally with marketing, communication, business development and sales teams to develop, implement and monitor comprehensive strategic marketing plans.
- Works with sales to develop effective sales and marketing tools and support materials.
- Collaborate with the MarComm team to optimize the story and messaging around the CPA.com product portfolio, as well as determine ROI and effectiveness of marketing campaigns.
- Performs internal training on product positioning and messaging updates.
- Presents as a thought leader on various web and on premise events.
Skill and Qualifications
- Bachelor's degree with relevant major; advanced degree preferred.
- Proven experience as a Product Marketing Manager, Product Manager, Brand Manager or similar role. Strong preference for candidates with experience in the accounting profession.
- Ability to think strategically and collaborate cross-functionally to build relationships and achieve key goals and metrics
- Strong project management skills
- Familiar with product marketing tactics (e.g. integrated marketing campaigns)
- Excellent verbal, written, visual/presentation and communication skills. Ability to read, analyze, and interpret common trade and technical journals and financial reports. Ability to respond to common inquiries from customers, regulatory agencies, or members of the business community. Ability to write articles or blogs supporting thought leadership around cpa.com product offerings. Ability to effectively present information to CPA/accounting community, top CPA.com management, public groups, and/or boards of directors.
- 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 attention to detail.
- Product Marketing Certification a plus