The Washington Society of CPAs is currently hiring to fill the role of Membership Administrator. See the job description and application instructions below.

Washington Society of CPAs is an Equal Opportunity Employer

MEMBERSHIP ADMINISTRATOR

This position is a key part of the member services team, providing excellent customer service to WSCPA members and team members. Provides administrative support to the Membership team. Responsible for overseeing the Connect community platform and member interaction on platform. Oversee relationships with affinity partners. Leads the dues renewal process. Ensures accurate member and member event information in database. Monitors membership webpages. Monitors, promotes and maintains Job board and Find a CPA sections.

Establish and maintain positive relationships with members, firms/companies, potential members, WSCPA staff and leadership, and partners.

Essential Job Functions

Volunteer Relations

  • Oversee the Connect community platform. Ensure program is functioning correctly and members attached to correct groups. Work with CEO and CFO for development of Connect platform, including annual measurements and upgrades.
  • Create and update guidelines and best practices for Connect platform. Recommend changes in program if required, and ensure participants are adhering to rules.
  • Oversee interactions in Connect platform; find champions in key areas as needed to create engagement.
  • Oversee Resource Group/Committee activity; ensure meetings are scheduled and available to members in all geographies utilizing phone, web and in person options.
  • Ensure Resource Groups/committees are engaged in responding to white papers or legislation when asked, and follow WSCPA policies.
  • Work with Member Engagement Manager to maintain and update volunteer leader guide and training on an annual basis. Ensure guide is available and updated online as well.
  • Provide support to chapter and committee leaders to help locate and secure venues for events.
  • Monitor and update chapter and committee website pages, and ensure chapter and committee information is correct in database. This includes leadership, members, meetings and events.
  • Provide new membership lists to Chapter, Committee and Resource Group leadership as necessary (monthly). Ensure outreach to new member is made.
  • Connect chapters and committee with potential speakers for meetings. Work with membership department to obtain updated list of content from affinity partners.
  • Assist chapter and committee sponsors with marketing and attendance process. Work with Member Engagement Manager and Conference Manager on sponsorships.
  • Collaborates with the communications and membership team for creation of marketing materials as necessary, including chapter postcards, social media ad and email marketing.

Member Retention

  • Lead the annual dues renewal process; track progress, and recommend modifications if necessary to hit budgeted goals.
  • Responsible for integrity of current and ongoing collection of data from members and potential members. Update member and organization information in the database.
  • Onboard new members with membership materials and follow up on member inquiries by phone and email.
  • Assist Director of Membership in identifying and evaluating current and proposed member services and benefits. Monitor the administration of partner programs.
  • Leverage partner relationships to obtain magazine, web or live education content.
  • Collaborates with the communications and membership team to update or initiate marketing content for retention. Participate in design and development of retention materials. Help by articulating purpose, audience and outcomes.
  • Ensure membership webpages are updated at least on an annual basis, or as needed.
  • Responsible for promotion and maintenance of Job Board.
  • Responsible for billing, monitoring and promoting the Find a CPA program.
  • Serve on the member service team. Respond to members, prospective members, and public inquiries concerning WSCPA membership and other related concerns.
  • Serve as a contact for the Olark Chat Box, with ability to discuss all strategy areas with members: Connection and Community, Professional Development, and Advocacy.

Conference & Special Events

  • Assist with conferences and events’ support and administration.
  • Assist with sponsorship administration.
  • Help sponsors with marketing and attendance.
  • File and review for special events.
  • Work with Conference and Events Manager for day of, onsite assistance.

Other

  • Back-up and assist other staff within the Membership and Education departments as necessary.
  • Establish annual goals in accordance with society’s strategic measures.
  • Create, maintain, and update procedures associated with this position.
  • Other duties as assigned.
  • Represent WSCPA at community and WSCPA sponsored events.

Qualifications & Experience

  • Associate of Arts degree, Bachelor of Arts degree, or equivalent combination of education and experience.
  • Association or not-for-profit experience a plus.
  • High school graduate or equivalency.

Skills & Abilities

  • Strong customer service skills required
  • Strong attention to detail
  • Excellent written and verbal communication skills
  • Strong organizational skills, ability to handle multiple tasks and priorities; excellent written and verbal communications skills
  • Ability to build relationships and motivate others to action
  • Able to address a wide range of audiences and forums
  • Must be able to attend occasional evening events
  • Strong proficiency in Microsoft Office, and database applications
  • Able to communicate and cooperate with customers and staff at all level.
  • Self-starter and ability to work without close supervision
  • Team player and ability to build relationships

How to Apply

To apply, please click here to submit a cover letter and resume in Microsoft Word or PDF format. Please indicate “Membership Administrator” in the subject line. Please note: a resume and a cover letter is required to be considered for this position.