CPAmerica, Inc. · 15 hours ago
Learning & Engagement Manager
CPAmerica, Inc. is a national trade association of independent CPA firms, supporting member firms through education and engagement programs. They are seeking a Learning & Engagement Manager to manage and improve the operational delivery of learning, webinar, and survey programs while serving as a trusted point of contact for member firms.
FinanceConsultingFinancial Services
Responsibilities
Serving as the day to day point of contact for our Learning Management System (LMS) vendor, supporting course setup, testing, user access, and basic troubleshooting
Producing and supporting live webinars, including coordinating with speakers, managing hosting logistics, and assisting participants during sessions
Ensuring accurate CPE processing, certificate distribution, and compliance documentation for webinars in alignment with NASBA standards
Overseeing and executing the full survey process for association wide and firm level surveys, including setup, testing, distribution, reminders, and closeout
Helping to maintain data accuracy and organization for survey and participation records
Compiling participation metrics and assist in tracking engagement and response trends
Preparing clear summaries and reports to support leadership decision-making
Serving as a primary contact for member inquiries related to learning, surveys, webinars, and CPE
Maintain documentation and repeatable workflows to ensure consistency and reliability
Coordinate with external vendors and service partners to support program delivery
Qualification
Required
Bachelor's degree or equivalent experience
Strong proficiency with Excel and PowerPoint
Experience supporting surveys, reporting, data collection, or learning platforms
Strongly member-focused and service minded
Highly organized with strong attention to detail
Comfortable working with survey tools, spreadsheets, and reports
Able to follow established processes and meet deadlines consistently
Confident interacting with senior professionals
Reliable, responsive, and solution-oriented
Preferred
Familiarity with professional services, education, or association environments is a plus
Company
CPAmerica, Inc.
CPAmerica, Inc., is an association of independent CPA firms, sharing resources and leveraging expertise to further "Improve through Sharing." As a member of Crowe Global, the association expands to more than 130 countries.
Funding
Current Stage
Early StageRecent News
GlobeNewswire
2026-01-22
The Accountant Online
2026-01-22
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