Regional Director of Membership - Tampa/South West Florida

Job Description:

This is a work-from-home position but candidate must reside in the regional area the position services:

Tampa/West includes: Tampa, Sarasota, and Naples. This position requires frequent local travel in the area the position services.

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.

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 the VP of Membership 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 VP of Membership and 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.
• Reports to VP of Membership 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.