PICPA

• Serve as PICPA's internal expert on member needs, behaviors, and emerging trends • Develop and execute membership strategies for key audiences, including individual members, firms, and employers • Evaluate membership performance through qualitative and quantitative data • Lead growth initiatives targeting non-member CPAs and under-engaged segments • Apply member insights to inform organizational priorities, program development, budgeting, resource allocation, and strategic planning • Build and maintain trusted relationships with members, firm liaisons, and firm leadership • Oversee member committees and affinity groups to emphasize industry-focused discussion • Ensure volunteer engagement models align with member needs and PICPA’s strategic priorities • Oversee the strategy and lifecycle of member benefit partnerships and sponsorships • Lead, coach, and develop direct report(s) • Collaborate with data and technology teams to design, interpret, and apply reporting related to engagement, retention, and participation.

• Completes the administrative aspects of the AICPA Peer Review Program in accordance with the AICPA requirements • Monitors and completes administrative cases in PRIMA to ensure benchmark compliance • Provides administrative support to firms and reviewers for input of data and materials into PRIMA • Performs timely follow-up on late peer review submissions and scheduling cases • Creates, organizes, and maintains peer review files • Monitors and follows up with firms regarding hearing cases in PRIMA • Invoices and tracks high-risk surcharges • Assists the Peer Review Administration Manager with administrative tasks and special projects • Provides administrative support to the Peer Review Administration Manager and the Professional & Technical Standards Team • Assists in the development and maintenance of training documentation

• Owns the operational administration of marketing campaigns for the PICPA and CPA Crossings. • Partners with the Marketing Manager to inform optimization and continuous improvement through performance reporting and insights. • Design, execute, and evaluate integrated marketing campaigns across email, web, SEO, social media, digital advertising, and print. • Synthesize performance data, operational insight, vendor and stakeholder input to drive improvements in engagement, conversion, and revenue outcomes. • Provide copywriting support for digital, web, print, and social media channels. • Serve as a key operational point of contact for third-party vendors, evaluating recommendations, clarifying requirements, and ensuring solutions align with campaign objectives and technical realities. • Collaborate with internal marketing staff, designers, PR partners, sponsors, and external contributors. • Act as a liaison with PR partners to support visibility of PICPA initiatives and staff. • Analyze campaign performance data to identify patterns, inefficiencies, and growth opportunities. • Track marketing-related revenue tied to membership, education products, fundraising, and other offerings. • Share insights with Marketing leadership to support planning and optimization. • Maintain accurate campaign documentation, timelines, assets, and performance records in Asana, HubSpot, CMS, and related systems.