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Regional Director of Membership

1 week ago

Miami, Florida, United States Florida Institute of CPA's Full time
Job Description Job Description

The FICPA serves 18,500 public accounting and industry CPAs, accountants and financial professionals across the state, fosters vital connections through 23 local chapters, and is the leading VOICE for the Florida CPA profession.

The primary responsibility of the Regional Director of Membership (RD) is to strengthen and grow revenue streams from membership recruitment, engagement, and retention. The RD will accomplish this mission by recruiting, engaging, and retaining individual, firm, and corporate industry members. Simply put - the Regional Director is the "face and feet" of the FICPA in the region for which he/she serves and is responsible for upholding the mission, growing membership, and maintaining positive firm, chapter, and member relationships in the assigned region.

This is a work-from-home position but candidate must reside in Miami-Dade County:

This position requires frequent local travel in the area the position services. This position requires employee to be fluent in Spanish and English.

Key Duties and Responsibilities:

  • Meet monthly recruiting and revenue goals with individual, corporate, and firm memberships that achieve budgetary and strategic objectives while driving growth, revenue, and organizational sustainability.
  • Engage new members within assigned region and assist the local chapter leaders with successful onboarding and connectivity to all programs, products, and services.
  • Connect members and firms with opportunities to elevate engagement more broadly at the local and state level, ex. Scholarship Foundation, committee service, PAC.
  • Retain existing regional members during the annual renewal process.

Other Important Duties:

  • Identify, build, and maintain relationships with new and existing members as well as corporate partners.
  • Implement the membership strategic plan recruitment campaigns and assist with retention to secure membership renewals.
  • Follow-up with nonmembers who attend FICPA events to convert them to membership.
  • Conduct proactive monthly outreach to Newly Certified individuals within the region to increase membership market penetration.
  • Deliver FICPA Firm Benefits presentations and be comfortable interacting with all administrative- and management-level personnel.
  • Assist in tracking, collecting, and analyzing member recruitment, retention, and engagement statistics and maintaining accurate records of membership benchmarks.
  • Drive deeper engagement by effectively positioning member value, benefits, programs, services, and activities in conversations with members and prospects.
  • Assist with the annual dues collection process. Work closely with the Marketing Department to build member loyalty and communicate the value of the FICPA membership during the annual renewal cycle.
  • Maintain complete and up-to-date membership roster while continually verifying its accuracy.
  • Report on key aspects related to serving the regional membership base, chapters, activities, needs, relationships, performance, trends, etc.
  • Serve as the FICPA's market-facing leader in the region.
  • Assist the FICPA with other duties needed to help drive the vision of the FICPA, fulfill our mission, and abide by our organization's values.

Chapters:

  • Serve as a resource and liaison to the officers of the FICPA regional chapters providing direction, assistance, support, and guidance on best practices.
  • Cultivate a membership focus within the local chapters.
  • Collaborate with local chapter leaders and sponsors to plan events in the appropriate context that meet desired objectives - engage and educate members, foster networking, acquire sponsorships, and/or increase the visibility of the local chapter.
  • Assist in developing and educating chapters on operational policies, budget preparation, procedures, and monitoring chapter health and compliance.

Other Program Areas:

  • Assist in coordination of the FICPA's Scholarship Foundation events, Student Program, and University initiatives within the region.
  • Ensure alignment of chapter and Young CPA Committee members and events within the region.
  • Contribute to successful monthly New Member and Newly Certified Onboarding plans.

Competencies:

  • Bilingual - Fluent in Spanish and English
  • Sales and goal-oriented mindset and skillset.
  • Consultative sales style.
  • Possesses strength in written and verbal skills and comfortability with all communication platforms.
  • Intuitive relationship builder and natural super connector with a member-first mindset.
  • Highly organized and sets priorities.
  • Manage multiple and simultaneous projects, systems, and demands through efficient use of time management.
  • Able to work autonomously in managing the needs of the region while being a team player in coordinating and communicating with the membership staff at HQ.
  • Able to effectively communicate the member value proposition in a variety of professional settings and to different member audiences.
  • Professional presence, strong interpersonal skills, business development mindset, and public speaking experience.
  • Outstanding communication skills and effectively conveys ideas.
  • Skilled at proactively listening, asking questions, and precisely identifying and meeting the needs of members, firms, corporate customers, and internal stakeholders.

Experience and Education:

  • Graduation from an accredited college or university with a bachelor's degree in business administration, sales, marketing, communications, or related field.
  • Three to five years of related sales or sales support experience, preferably in hospitality, not for profit membership association, chamber of commerce, professional training, higher education admissions recruiting, or convention sales.
  • Proven and measurable sales success.
  • Possess a valid driver's license, dependable transportation, and be able to travel frequently throughout the assigned regional area in Florida, with occasional evening events and overnight travel required.

Essential Physical Skills:

  • Must have manual dexterity to perform specific computer and electronic/mobile device functions for data collection, and use a keyboard/computer, printer, fax, copier.
  • Able to receive and act on detailed information through oral & written communication. Apply finger dexterity, sufficient corrected or uncorrected vision, hearing, oral communication & critical thinking on a regular basis to carry out all duties and responsibilities.
  • Requires long periods of sitting, working on the computer, and using electronic telephone devices. but also standing and walking during a standard workday.
  • Ability to travel frequently by car and in the geographic area assigned.
  • May also require occasional lifting and carrying of 10-20 pounds.
Benefits:

We respect your life inside and outside of the organization. We foster a flexible, supportive environment that empowers our team members to reach their professional potential and prioritize their personal happiness. We strive to bring in individuals who are looking to build on our legacy with people who put the team first.

Our future-focused leadership is transforming how professional associations deliver on their mission. Through innovation, communication, and collaboration, we're helping shape the future of the CPA profession. By identifying and maximizing our individual talents, we're ascending to heights we can only reach together.

That's why, at the FICPA, we're serious when we say, we put people first.

Sneak Peek at our Benefits:

Half Day Friday's; 100% Paid Employee Only Health Insurance + Dependent coverage contribution; Dental Insurance; 401K w/Employer Matching; Paid Time Off; 11 Holidays; Life Insurance; Long Term Disability; and optional AFLAC Supplemental Plans and Flexible Spending Accounts.

The FICPA is a Drug Free Workplace. Final applicants will be required to successfully pass pre-employment skills testing and a background investigation consisting of criminal history, employment, education, personal and professional references, as well as a drug screening.

To learn more about the FICPA, please visit our website at .

Equal Employment Opportunity Statement

The FICPA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.