Crisis Prevention Institute

• The Director of Product Marketing is a strategic commercial leader responsible for translating CPI’s product portfolio into market‑winning positioning, revenue growth, and sales effectiveness. • Usher in the commercial success of CPI’s product portfolio. • Develop and execute go‑to‑market strategies for new products, enhancements, and market expansions. • Partner with Product Management to translate roadmap investments into market opportunities and revenue outcomes. • Build commercialization plans that maximize adoption, retention, and growth. • Define compelling product positioning and differentiated messaging. • Create value propositions tailored to buyers, decision‑makers, instructors, and learners. • Ensure consistency across marketing, demand generation, sales enablement, customer communications, and thought leadership. • Develop market narratives that strengthen CPI’s competitive position. • Lead pricing and packaging strategy across CPI’s portfolio. • Recommend and implement pricing models that improve growth, profitability, and customer value realization. • Build business cases for new monetization opportunities. • Equip Sales, Customer Success, and Partner teams with the tools they need to win. • Develop playbooks, competitive battlecards, objection‑handling materials, product training, and launch assets. • Own launch planning and execution across the organization. • Measure launch effectiveness and continually improve performance. • Serve as the voice of the market. • Monitor competitive activity, market trends, emerging technologies, and customer needs. • Act as the connective tissue between Product, Marketing, Sales, Customer Success, and Executive Leadership.

• Own the vision and technical strategy for data engineering at CPI, defining how data is ingested, modeled, and delivered across the organization. • Establish strategy, governance, and architecture to ensure reliability, quality, and health of all data ingestion pipelines. • Lead and develop a team of Data Engineers and Data Analysts responsible for CPI’s data platform and engineering roadmap. • Evolve data governance policies, standards, and quality frameworks across the full data engineering lifecycle. • Scale foundational data infrastructure to accelerate enterprise‑wide AI and generative AI initiatives. • Develop new techniques, reports, and models that improve insights, accessibility, and data‑driven decision making. • Design and develop solutions supporting ingestion, provisioning, and visualization of complex enterprise data for analytics, reporting, and data science. • Create and implement design standards and assurance processes for software, systems, and applications to ensure compatibility and operability of data connections, flows, and storage.

• Develop automated software solutions that validate defined usability, maintainability, scalability, and reliability requirements. • Take ownership of assigned work, monitor, and maintain the health of solutions generated. • Increase operating efficiency and adapt to new requirements. • Author small and well-defined automated programming solutions. • Code, test, and debug programs as outlined by a system’s technical and functional requirements. • Create and maintain automated integration tests, performance tests, load tests, and document testing procedures. • Provide task breakdowns, identify dependencies, and provide effort estimates. • Identify software issues and communicate problems with the team. • Provide an automated solution where value in manual tests has been identified • Demonstrated ability to facilitate evaluation of technologies and achieve consensus on technical standards and solutions among a diverse group of information technology professionals.

• Translate revenue strategy into actionable plans, processes, and metrics. • Prepare executive-level reporting, dashboards, and insights. • Identify barriers and implement process improvements across sales, marketing, and customer operations. • Standardize and optimize sales stages, qualification criteria, and deal workflows. • Improve lead quality and conversion rates in partnership with marketing. • Manage and optimize CRM as the source of truth and ensure the sales organization’s compliance with CRM data standards. • Build and optimize deal standards and sales process discipline. • Proactively identify opportunities for improving the sales process and partner with sales management to maintain process quality. • Support territory planning, account assignments, and capacity modeling. • Assist sales management in understanding any inconsistencies in the sales process. • Monitor the accuracy and distribution of sales reports, suggesting revisions and aiding in the development of new reporting tools. • Establish strong relationships with key management personnel and departments to develop sales incentive compensation programs. • Lead, develop, and mentor team members in various functional areas. • Make financially responsible and accountable business decisions in accordance with organizational policies and procedures.

• Sell organizational-wide CPI training programs to large (1000+ employees) educational organizations to both new and existing customers. • Develop and manage the sales process from an initial touchpoint through contract execution. • Prospect new opportunities within the education market and overcome objections. • Execute an account-based business development strategy to identify new opportunities. • Develop a strong opportunity pipeline and drive successful sales conversions. • Track pipeline performance and manage customer transitions to the Customer Success Team. • Arrange discovery workshops and sales demonstrations. • Manage and lead complex business solutions. • Travel to prospective onsite meetings or client discovery sessions. • Collaborate with various internal teams to ensure client needs are met. • Prepare reports on customer interactions, sales activities, and progress reports and present them to management and senior leadership. • Support leadership with active involvement in projects and/or assignments within the department or cross-departmentally. • Follow industry and market trends to communicate the value propositions of our education solution effectively.

• Respond to qualified inbound leads with urgency, executing a multi‑touch approach within the first hour (call, email, and calendar link) to maximize conversion. • Drive the entire sales process—from prospecting to contract execution—to achieve and exceed CPI’s sales and revenue targets. • Serve as the principal representative of CPI for actual or potential customers. • Strategically identify, engage, and convert new opportunities through targeted account‑based approaches. • Deliver compelling, solution‑oriented presentations that address customer needs and showcase CPI’s unique value proposition. • Build and manage a robust pipeline of qualified prospects, leveraging CRM and sales tools for accurate activity tracking and forecasting. • Partner with cross‑functional teams, including marketing, product management, and customer care, to ensure seamless customer experiences and successful solution implementations. • Provide actionable insights to leadership on industry trends, competitive activity, and client feedback to support strategic planning. • Report on sales performance, customer engagements, and pipeline progress to leadership. • Stay ahead of industry trends, competitive offerings, and regulatory requirements to position CPI competitively. • Serve as a team expert in a specialty area, delivering resources or professional development to peers and offering guidance and support. • Perform other position‑related duties as assigned.

Title: Accounting Manager Location: Milwaukee United States Full Time Accounting and Finance Manager/Supervisor Job Description: Crisis Prevention Institute Inc. (CPI) is the worldwide leader in evidence-based de-escalation and crisis prevention training and dementia care services. Our programs teach professionals the skills to recognize, prevent, and respond to crises in the workplace. Since 1980, we've helped train more than 17 million people within service-oriented industries including education, health care, behavioral health, long-term care, human services, security, corporate, and retail. At CPI, we are dedicated to changing behaviors and reducing conflict for the Care, Welfare, Safety, and Security of everyone. We believe the power of empathy, meaningful connections, personal safety, and security are the antidotes to fear and anxiety. It's a philosophy that is central to everything we do, and traces back to our beginning. As a member of the team, you can expect to: - Make a difference through your work - You'll be proud to tell your family and friends about what you do. - Gain significant career experience only obtained within a fast-growing organization - Entry-level roles through executive leadership. - Feel fulfilled and have fun - We work hard but make the time to build meaningful relationships and celebrate the wins. The Role: The Accounting Manager is responsible for overseeing the day-to-day transactional accounting operations with direct responsibility for accounts receivable, collections, accounts payable, payroll, and related financial processes. The role will apply accounting principles to ensure the accuracy and integrity of accounting transactions are properly maintained according to generally accepted accounting principles (GAAP). The role will supervise and support staff, including reviewing journal entries, reports, work papers, and policy and procedure setting. The position supports the budget and forecasting activities, manages the annual 401(k) audit process, and drives continuous improvement initiatives and mindset. The Accounting Manager position reports directly to the Corporate Controller interacting and collaborating daily with CPI staff and managers and frequently with customers. What You Get To Do Everyday: Accounting Operations - Oversee daily transaction accounting operations, including accounts receivable, collections, accounts payable, and payroll functions - Ensure timely and accurate processing of invoices, payments, cash receipts, payroll, and related reconciliations - Prepare, review, and approve journal entries, accounts reconciliations, and month-end close activities - Collaborate with Assistant Controller to ensure cash distributions are approved and timely processed - Support preparation of monthly, quarterly, and annual financial close and reporting packages Accounts Receivable & Collections - Manage customer billing, collections, and cash application processes - Monitor aging reports and partner with internal stakeholders to resolve outstanding balances - Develop and implement strategies to improve collection effectiveness and reduce past-due accounts - Maintain strong customer relationships with balancing collection objectives Accounts Payable - Oversee vendor payment processes to ensure accuracy, timeliness, and compliance - Manage vendor relationships and resolve payment discrepancies - Monitor and improve AP workflows and approval processes - Manage 1099 reporting process annually Payroll Administration - Oversee payroll processing and ensure compliance with federal, state, and local regulations - Coordinate with Human Resources team regarding employee compensation, benefits deductions, and payroll changes - Ensure payroll taxes, filings, and related reporting are completed accurately and timely Other Core Responsibilities - Coordinate and manage the annual 401(k) audit process with external auditors and third-party administrators. - Ensure timely completion of 401(k) audit requests, reconciliations, and required documentation. - Assist in maintaining compliance with retirement plan regulations and reporting requirements. - Participate in the annual budgeting and monthly forecasting process. - Analyze department budgeting requests and provide recommendations to leadership. - Provide support to the annual audit process by interacting with external auditors and internal stakeholders and by providing accurate, timely supporting materials, and resolving audit inquiries, as necessary. - Identify opportunities to streamline accounting processes, improve efficiencies, enhance internal controls, and improve cash collections. - Lead or support system enhancements, process improvements, and other strategic initiatives. - Develop, mentor, and supervise accounting staff, fostering accountability, and professionalism. - Create and maintain documentation for accounting policies and procedures. - Complete timely expense reporting. - Collaborate with internal stakeholders ensuring transparency, good communication, and a customer service mindset. You Need to Have: - Bachelor's degree in Accounting or related field required. - 5-8+ years of progressive accounting experience, including supervisory experience. - Excellent teambuilding skills with the ability to attract, develop, and retain a high-performing team. - Outstanding leadership skills with the ability to delegate responsibilities and authority effectively. - Strong analytical, problem solving, and organizational skills with the ability to manage multiple priorities and adapt to changing business needs and priorities. - Excellent communication and interpersonal skills with a collaborative leadership style and strong customer service mindset for both internal and external stakeholders. - Continuous improvement mentality with experience identifying and implementing best practices and automation. - High attention to detail and accuracy. - Strong business acumen and strategic thinking ability Wed Love to See: - CPA designation preferred with strong understanding of GAAP and internal controls. - Prior supervisory experience. - Experience with Microsoft Dynamics 365 Finance and Operations (FO) & Customer Engagement (CE). - Experience managing accounts payable, accounts receivable, payroll, and general accounting functions. - Experience with budgeting and financial reporting. - Prior experience managing a 401(k) audit is strongly preferred. What We Offer: - Competitive Salary - Comprehensive benefits package - 401k - PTO - Health & Wellness Days - Paid Volunteer Time Off - Continuing education and training - Hybrid or remote work schedule - Paid Parental Leave Crisis Prevention Institute is an Equal Opportunity Employer that does not discriminate against any applicant or employee on the basis of age, race, color, ethnicity, national origin, citizenship, religion, diversity of thoughts and beliefs, creed, sex, sexual orientation, gender, gender identity, or expression (including against any individual that is transitioning, has transitioned, or is perceived to be transitioning), marital status or civil partnership/union status, physical or mental disability, medical condition, pregnancy, childbirth, genetic information, military and veteran status, or any other basis prohibited by applicable federal, state, or local law. The Company will consider for employment qualified applicants with criminal histories in a manner consistent with local and federal requirements. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, and general treatment during employment.

• Lead, coach, and develop a team of Small Business Account Executives and Sales Development Representatives. • Drive achievement of SMB revenue, pipeline, and conversion targets. • Establish performance expectations and accountability around activity, pipeline creation, opportunity progression, and closed business. • Develop and pilot outbound prospecting strategies to supplement inbound lead generation and increase market penetration. • Design and refine territory, segmentation, and lead management strategies to maximize sales productivity. • Partner with Marketing to optimize lead flow, lead quality, campaign effectiveness, and handoff processes. • Collaborate with Revenue Operations to establish reporting, dashboards, forecasting, and performance analytics. • Monitor inbound lead response times, conversion rates, pipeline health, and sales cycle effectiveness. • Identify opportunities to expand SDR support and build scalable prospecting processes across multiple sales segments. • Conduct regular coaching sessions, call reviews, deal reviews, and pipeline inspections to improve individual and team performance. • Work cross-functionally with Product, Customer Success, Legal, Finance, and Marketing to remove obstacles and accelerate sales outcomes. • Contribute to overall sales strategy and serve as a leader in CPI's growth initiatives. • Perform other position-related duties as assigned.

• Serve as the senior technical development lead during team projects and sprints. • Develop, test, deploy, and maintain software, while collaborating with team members on product refinements, sprint planning, execution, and reviews. • Own services end-to-end, including defining and meeting SLOs/SLAs, participating in on-call rotations, and leading incident response and postmortems to continuously improve system reliability. • Design and maintain CI/CD pipelines and infrastructure as code (IaC) (e.g., GitHub Actions/Azure DevOps, Terraform), enabling automated, repeatable, and secure delivery across environments. • Integrate AI capabilities into applications, including the use of LLM APIs, retrieval-augmented workflows, or intelligent automation to deliver enhanced product functionality. • Drive quality and reliability engineering practices, including automated testing strategies (unit, integration, contract, performance) and proactive validation techniques such as load testing or chaos engineering. • Develop positive relationships with clients, stakeholders, and internal teams with the ability to discuss problems, solutions, functions, and benefits your work has achieved. • Design and implement microservices-based architecture. • Build and maintain event-driven systems using messaging platforms (e.g., Azure Service Bus, Event Grid). • Develop and operate REST and asynchronous APIs. • Implement observability (logging, tracing, metrics) using Azure-native tooling. • Ensure resilience patterns (retry, circuit breaker, idempotency, eventual consistency). • Optimize and manage cloud infrastructure (cost, performance, scaling). • Contribute to platform standards (API design, service contracts, messaging patterns). • Provide support for onsite and system emergencies. • Evaluate new technical developments and investments that will advance company objectives. • Transform complex customer requirements into working, maintainable solutions. • Work collaboratively on creative solutions with engineers, product managers, and designers in an Agile (Scrum/Kanban) delivery model. • Perform, design and code reviews. • Assist in preparation of functional and technical documentation to provide troubleshooting to end users. • Investigate and resolve critical application functionality related issues and provide high level support to the Service Desk team. • Process build and pull requests, change form requests, and manage the release of code into production. • Operate as a mentor, offering technical guidance to less experienced engineers on the team, both onshore and offshore. • Perform other position-related duties as assigned. • Assess existing and new technologies that may advance function, performance, or scale.

Title: Accounts Receivable Specialist Location: Milwaukee, WI Department: Accounting Job Description: Our Story: Crisis Prevention Institute Inc. (CPI) is the worldwide leader in evidence-based de-escalation and crisis prevention training and dementia care services. Our programs teach professionals the skills to recognize, prevent, and respond to crises in the workplace. Since 1980, we’ve helped train more than 17 million people within service-oriented industries including education, health care, behavioral health, long-term care, human services, security, corporate, and retail. At CPI, we are dedicated to changing behaviors and reducing conflict for the Care, Welfare, Safety, and Security of everyone. We believe the power of empathy, meaningful connections, personal safety, and security are the antidotes to fear and anxiety. It’s a philosophy that is central to everything we do, and traces back to our beginning. As a member of the team, you can expect to: - Make a difference through your work – You’ll be proud to tell your family and friends about what you do. - Gain significant career experience only obtained within a fast-growing organization – Entry-level roles through executive leadership. - Feel fulfilled and have fun – We work hard but make the time to build meaningful relationships and celebrate the wins. The Role: The Accounts Receivable Specialist is responsible for managing and collecting outstanding accounts receivable balances to support cash flow objectives. This role works directly with customers and internal departments to resolve payment issues, reduce delinquent accounts, and maintain positive customer relationships. What You Get To Do Everyday: - Contact customers within a managed portfolio regarding past-due invoices through phone calls, emails, and written correspondence. - Monitor accounts receivable aging reports and prioritize collection activities based on risk and delinquency status. - Research and resolve invoice discrepancies, payment disputes, and billing issues in collaboration with internal departments. - Identify and manage payment arrangements and follow up on commitments to ensure timely resolution of outstanding balances. - Maintain accurate documentation of collection activities, customer communications, and account status updates using financial ERP tools. - Review and manage communication of customer collection letters weekly. - Utilize an internal ticketing system to manage and resolve internal inquiries regarding outstanding customer account balances. - Assist with cash application activities and reconciliations of customer accounts as needed. - Actively monitor collection activities, aging trends, delinquencies, and other relevant metrics. - Support period close activities by ensuring customer accounts are accurate, up to date, and or risks appropriately identified. - Build and maintain positive relationships with customers while balancing collection objectives. - Respond professionally and timely to customer inquiries regarding invoices, payments, and account balances. - Escalate unresolved or high-risk accounts to management as appropriate. - Establish and maintain collaborative relationships with key internal stakeholders within other departments. - Identify opportunities to improve collection processes, reduce outstanding balances, and enhance operational efficiency. - Assist in maintaining accurate customer account information. - Perform other position-related duties as necessary You Need to Have: - 2+ years of collections, accounts receivable, or related accounting experience preferred - Proficiency working with ERP systems and Microsoft Office applications, particularly Excel - Strong communication and negotiation skills. - Excellent customer service and relationship-building abilities. - Ability to handle difficult conversations professionally and effectively. - Strong organizational skills and attention to detail. - Ability to manage multiple priorities and follow through on outstanding issues. - Self-motivated with strong follow-up skills. - Strong problem-solving and analytical skills. - Ability to work independently and as part of a team. - Basic understanding of accounting principles and accounts receivable processes. - Professional demeanor with a positive and high-energy attitude We'd Love to See: - Experience working with Microsoft Dynamics D365 Finance and Operations (“F&O”) and Customer Experience (“CE”) What We Offer: - Competitive Salary - Comprehensive benefits package - 401K - PTO - Health & Wellness Days - Paid Volunteer Time Off - Continuing education and training - Hybrid Work Schedule - Paid Parental Leave Crisis Prevention Institute is an Equal Opportunity Employer that does not discriminate against any applicant or employee on the basis of age, race, color, ethnicity, national origin, citizenship, religion, diversity of thoughts and beliefs, creed, sex, sexual orientation, gender, gender identity, or expression (including against any individual that is transitioning, has transitioned, or is perceived to be transitioning), marital status or civil partnership/union status, physical or mental disability, medical condition, pregnancy, childbirth, genetic information, military and veteran status, or any other basis prohibited by applicable federal, state, or local law. The Company will consider for employment qualified applicants with criminal histories in a manner consistent with local and federal requirements. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, and general treatment during employment.