CPA.com

Job Listings

Here are our current job openings. Please click on the job title for more information, and apply from that page if you are interested.

Click column header to sort

Search Results Page 1 of 1

Job Locations US-MI-Dexter
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
Job ID
2020-1112
Job Locations US-MI-Dexter
Responsible for executing tactical activities for all marketing plans on assigned programs and products, tracking and compiling results from marketing activities, and assisting with the development of internal and external resources by performing the following duties.   Duties and Responsibilities include the following.  Other duties may be assigned. - Executes tactical deliverables such as emails, social media, web updates, advertising, webinar setup, creative for tradeshows. - Collects and organizes marketing activity results to include email marketing, web analytics, webinar results, and content downloads. - Assists with content marketing strategy creation and execution such as whitepapers, blogs, and tip sheets. - Assists with the development of firm enablement resources. - Assists with the development of sales enablement resources. - Presents to internal and external stakeholders. - Hosts and moderates webinars for prospective audiences. - Manages an annual budget. 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; Canva and/or Adobe Design software; Trello, Asana, and/or Monday.com project management software; Salesforce; Adobe Acrobat Pro software; and Webinar platform.   Education/Experience Bachelor's degree (B.A./B.S.) from four-year college or university; and two to four years related experience and/or training; or equivalent combination of education and experience.   Knowledge, Skills, and Other Abilities - Time/Project Management skills - Interpersonal, verbal, and written communication skills - Professionalism
Job ID
2021-1132
Job Locations US-MI-Dexter
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
Job ID
2020-1118
Job Locations US-MI-Dexter
Tax Product Account Manager is a hunting role, selling our Sales & Use Tax and Cypto Tax technology into the largest accounting firms in the country. As Tax Product Account Manager, you will oversee the sales process and drive successful outcomes into the market. You will also build teaming relationships with Enterprise Account Managers on key strategic accounts. Great candidates for a Product Account Manager role have 3-5ys experience managing relationships in very large businesses -CPA firms are a plus, a proven track record of meeting and exceeding goals and driving results.   Duties and Responsibilities include the following.  Other duties may be assigned. - Meets/exceeds territory sales goals. - Partners with Enterprise Account Managers to drive success in the enterprise Tax space. - Owns pipeline and forecasting of Tax logo sales. - SME on the Sales & Use Tax and Crypto currency space. - Delivers meaningful sales presentations. - Represents CPA.com at various tradeshows, industry/vendor/CPA.com events. - Delivers professional presentations of CPA.com solutions to prospects and clients. - Develops 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 quarterbacks various internal and external departments, points of contact, and teams to drive results. - Performs site visits for strategic firms. - Openness to travel, including overnight is required: up to 50% of individual's time. 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 resources system, and Salesforce.com.   Education/Experience Associate’s degree (A.A./ A.S.) or equivalent from two-year college or technical school; or four to six years related experience and/or training; or equivalent combination of education and experience.   Specialized Training - Sales process training (Sandler, Challenger, Solution Selling)  Knowledge, Skills, and Other Abilities - Strong verbal communication skills - Strong 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
Job ID
2020-1128
Job Locations US-MI-Dexter
Our ideal candidate will be an organized self-starter with demonstrated experience supporting teams in fast-paced environments and thrives on multi-tasking. Passion for understanding the customer journey and technologies, including Salesforce.com, are a must. This position provides vital support to our Sales & Marketing Ops Team and internal partners across Sales and Marketing to provide timely visibility and systems setup by performing the following duties.   Duties and Responsibilities include the following.  Other duties may be assigned. - Update Salesforce.com tabs with incoming webinar and conference registrations from Bizzabo and CVENT in a timely fashion. - Update applicable Partner sold business within Salesforce.com. - Enter CAAS Certificate purchases into Salesforce.com. - Update Salesforce.com with Administrator & Professional Services training across portfolio of CaseWare products. - Manage incoming leads from various sources and ensure routing to appropriate sales associates. - Monitor Salesforce.com Campaigns daily to ensure leads are assigned accordingly. - Manage Sales Zoom Webinar setups. - Answer sales phone line and monitor DLInquire email group and route sales leads accordingly. - Update and distribute weekly OnPoint dashboard. - Update and distribute weekly RIVIO dashboard. - Support account transfers within Salesforce.com as needed. - Support data cleansing/enrichment efforts as needed. - Support day-to-day SalesLoft team cadences as needed. - Support team across Drift & Pardot tasks & maintenance as needed. - Proactively research, assess and implement process improvements. - Support new technologies, projects and ad hoc requests 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 be proficient in MS Office and Salesforce.com or CRM equivalent.   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.
Job ID
2021-1134
Job Locations US-MI-Dexter
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
Job ID
2020-1114
Job Locations US-MI-Dexter
Responsible for managing system requirements, design, development, integration, quality assurance, implementation, and maintenance of Salesforce.com ecosystem which today includes Pardot, LeanData and Cloudingo with integrations to SalesLoft and Drift. Partner closely with team to understand the business needs and deliver the most pragmatic solution. Participate in various design discussions, create solution design deliverables and develop technology solutions that drives successful delivery of business capabilities by performing the following duties.   Duties and Responsibilities include the following.  Other duties may be assigned.  - Design and develop solutions for sales and marketing function across Salesforce.com ecosystem, including Pardot, Einstein, LeanData, Cloudingo and manage existing integrations with SalesLoft & Drift and support new integration needs. - Create a conceptual approach, technical analysis, fit-gap assessment, design, development, testing, deploy and support activities.  - Understand the entire sales process from onboarding of a typical customer/firm, nurturing, sale conversion to billing and converting that to a workflow within Salesforce.com.  - Partner with business to embed and revise lead routing rules via LeanData and data deduping using Cloudingo. - Create visibility/solutions for complex data visibility needs using the different data sets from the salesforce.com ecosystem. - Maintain large amounts of data ingestion from external sources like conferences, webinars, social media campaigns and corporate website analytics.  - Customize and create custom workflows within Salesforce.com to meet the Sales and marketing needs. - Automate/ensure data originating from channels outside of sales is ingested into Salesforce.com as potential leads. Support API connections.  - Optimize the sales and marketing workflow to ensure a quick/accurate turnaround. - Display the ability to work on multiple projects and initiatives with different/competing timelines and demands. - Collaborate with product vendors and systems integrators on delivery of solutions. - Work with limited direction, usually within a complex environment, to drive delivery of solutions and meet service levels. - Research changes in upcoming versions of Salesforce.com and other integrated applications. - Perform routine review of code, configuration, data, and usage to ensure long term viability, integrity, and adoption. - Make recommendations for enhancements and modifications to improve system usability, performance, efficiency, internal business process, and reporting. - Maintain documentation on application code, application use and flow, and training materials. - Demonstrate effective verbal and written communication skills and strong work ethic. - Complete Lightning conversion.  Computer Skills To perform this job successfully, an individual should have knowledge of Word processing software, contact management systems, Salesforce.com platform, Pardot, additional technologies as needed.   Education/Experience High school diploma/GED required but Bachelor’s degree in CS preferred; or 3-5 years related experience and/or training.   Knowledge, Skills, and Other Abilities - Experience with Salesforce.com and other AppExchange products, like Pardot, LeanData and Cloudingo - Prior experience in building or implementing Salesforce Sales Cloud and Service Cloud solutions is a must - Three years or more of experience with Salesforce.com implementations of customer projects - com Certified Architect & Administrator. Experience with Lightning a plus - Experience in building complex database queries and procedures, SOQL preferred - Experience creating reports in Salesforce.com - Solid understanding of data structures and modeling - Strong understanding of Apex and Visualforce - Experience using Salesforce Data tools like Cloudingo and LeanData - Experience building integrations with Salesforce - Strong conceptual and analytic skills - Ability to design and build complex algorithms - Experience in evaluating business requirements and turning them into technical designs - Experience with enterprise integration tools and extract, transformation and load (ETL) tools - Experience with building and supporting Micro Services and the DevOps Model a plus - Strong verbal and written communication skills - Communicate effectively with a broad group of stakeholders - Experience with Salesforce.com Web Services APIs; Force.com SOAP and REST-based Web Service APIs, the Bulk API, and the Metadata API - Experience working with Force.com application packaging and deployment - Good understanding of agile principles - Proactive thinking with a 'can do' attitude - Good communication skills with ability to understand vague requirements and convert them to technical solutions using Salesforce.com
Job ID
2021-1130
Job Locations US-NY-New York City
CPA.com, a leading developer and distributor of technology solutions for the CPA profession, is seeking an experienced social media manager who can enhance our brand by sharing our story to customers, prospects, influencers and other stakeholders across various digital platforms. The Social Media Manager is responsible for the company’s social media strategy, in collaboration with the Director of Corporate Communications and PR and other senior management, and for creation of content, social listening and fast response across platforms.   About CPA.com CPA.com empowers CPAs and businesses for the digital age with innovative technology solutions, either in partnership with leading providers or directly through our own development. We’ve established ourselves as a thought leader on emerging technologies and as a trusted business advisor to practitioners in the United States, with a growing global focus. Our company’s core mission is to drive the transformation of practice areas, advance the technology ecosystem for the profession, and lead technology research and innovation efforts for practitioners. A subsidiary of the American Institute of CPAs, we’re also part of the Association of International Certified Professional Accountants, the world’s most influential organization representing the profession. For more information, visit CPA.com.   Job responsibilities   Social media Develop and execute a multi-channel social-media strategy - Own strategy and day-to-day management of CPA.com’s social media channels, with a focus on strategies that build the reputation of CPA.com and its leadership and align with business goals and objectives. - Act as the gatekeeper of the company’s social media policies, including staff education and training. - Execute the company’s social media advertising, overseeing all paid social media budget, vendors, and related development funding. Plan and develop compelling, brand-appropriate content. - Write, design and produce inspiring language and visuals in alignment with CPA.com brand and creative standards. - Manage and implement the CPA.com content calendar in alignment with the company’s key events and priorities. - Manage the production and promotion of company livestreams on LinkedIn, Facebook and other platforms - Stay abreast of breaking industry news such that CPA.com’s social media channels are vibrant and relevant. - Plan and schedule this content for optimal performance. Develop and execute a response and engagement strategy - Monitor customer communications on social media channels to drive engagement with customers and respond in a timely manner to answer questions. - Identify social media engagement that could cause reputational risks and manage response plans for crisis communications. - Identify relevant spaces in the accounting industry that CPA.com’s voice should be a part of on social media, and monitor the wider social media universe to identify emerging and values-aligned conversations CPA.com should be involved in. Conduct analytics and testing to ensure effective strategy and content - Conduct regular testing to analyze content and messaging effectiveness. Create weekly analytic reports that indicate engagement and growth. - Develop practices of reporting out metrics and proposing goal-oriented next steps. Provide social media expertise and strategic guidance to senior leadership, staff and external partners   - Provide social media counsel on company projects and initiatives, including advertising, digital content, special events, and other vehicles. - Collaborate with marketing and sales teams to support product launches, promotions and new partnerships via social media. - Develop and review social media copy and creative for partner promotions. - Support CEO and senior leadership’s specific social media requests, including production of livestreams. - Stay up-to-date with current technologies and trends in social media, design tools and applications. - Attend key company events to provide in-person social media support. - Maintain and nuture strong relationships with internal and external patners through consistent and meaningful contact, ensuring the area provides a high level of professional service in proactive, creative, and cost effective manner. General communications - Develop and edit content, including blogs, articles, Power Point presentations, videos and more to support key organizational priorities.   Job requirements - Bachelor’s degree in communications, marketing, public relations or related field. - 3-5 years of relevant experience managing corporate social media channels including LinkedIn, Facebook and YouTube. Bonus if any of this experience was within the financial services or technology industries. - Expert-level writer and editor with the ability to produce high-quality content quickly. - Proven ability to manage, grow and nurture social media accounts. - 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. - Knowledgeable about social media marketing with experience running social media campaigns - Proven Expertise in social analytics. - Familiarity with social media tools including: Hootsuite, Social Studio, VoiceStorm, Periscope   Interested candidates should submit a cover letter, resume and two writing samples, including one that demonstrates ability to write for social media platforms, to Colette.sharbaugh@hq.cpa.com.  
Job ID
2021-1136