Director of Member Engagement & Development

Description

POSITION PURPOSE

The Director of Member Engagement & Development is responsible for designing and executing strategies that attract, engage, and retain TSCPA members. This position develops and leads member recruitment and retention strategies, builds and maintains relationships with key stakeholders in the accounting profession, and ensures the Society delivers meaningful value to its members.


This position maintains an awareness of issues of importance to the CPA profession and utilize this knowledge to proactively develop member services, resources, and programs to accelerate membership growth and development.


QUALIFICATIONS The ideal candidate excels in developing data-supported growth strategies and relationship management, and has outstanding communication and presentation skills. A bachelor’s degree and a minimum of 5 years of experience in a member engagement or business-development role is preferred.


Knowledge or training working in database programs, Microsoft Office 365 programs, and virtual meeting platforms required.


MAJOR AREAS OF RESPONSIBILITY


Relationship Development with Stakeholders and Prospects

· Build and maintain productive working relationships with members / prospective members, their employers and other stakeholders to support membership growth. This may include membership development presentations / meetings at CPA firms, member employers, or related organizations.

· Represent the Society at events, meetings, and presentations to promote membership and strengthen relationships across the profession.


· Develop and oversee execution of firm relations strategies, including firm administrator outreach, firm visits and other employer-based initiatives.

Membership Data Analysis & Oversight

· Establish key performance indicators (KPIs) for membership development, including but not limited to new members growth, annual membership retention, and member engagement metrics. Routinely monitor and report on membership trends.

· Oversee administration of member database and data integrity processes to leverage insights and identify trends using member data. This includes routine review of membership-related dashboards, reports, etc.

Membership Development Strategy

· Develop and maintain TSCPA’s overall membership development strategy, including recruitment, retention and engagement plans for various member and prospective member segments. This includes but is not limited to annual membership renewal, new member onboarding, prospective member recruitment, development of member engagement programs and resources, etc.

· Oversee current member engagement initiatives, including special interest groups and special engagement events and programs such as the TSCPApex Awards Program, TSCPA’s Day on the Hill, Small Firm Forums, etc. Proactively develop new engagement programs and resources to support strategy.

· Collaborate with communications staff to craft targeted messaging that supports and drives membership growth and engagement and to communicate member value propositions through TSCPA publications and online channels.

· Partner with the professional development team to integrate member engagement opportunities into conferences, events, and online education programs.

· Oversee, implement, and evaluate TSCPA engagement programs and services for members, including affinity partnerships and ancillary member benefits.

· Supervise Senior Manager of Professional Initiatives to support programs targeted at student and emerging professional member segments.

· Supervise Chapter Relations Specialist to support execution of programs at the chapter level and chapter governance.


Other:

· Serves on staff Senior Leadership Team and directly supervises the Senior Manager of Professional Initiatives, Chapter Relations Specialist and Member Service Specialist.

· Attends and may present at Society Board, Council and select Committee meetings.

· Monitor budgets and actuals for all areas of revenue and expense related to member engagement and development activities

· Reviews TSCPA publications, including the Tennessee CPA Journal, chapter newsletters, and other member-facing communications.

· Other duties as assigned




This job description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties. Other duties, as assigned, might be part of the job.