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Associate Specialist - Firm Support Operations at American Institute of Certified Public Accountants

Posted in Accounting 3 days ago.

Type: Full-Time
Location: Durham, North Carolina





Job Description:

Performs customer support and sales operations to enable membership growth and sales to smaller firms and organisations. Uses customer service and technical skills in a timely, efficient manner to ensure consierge service data accuracy and sales promotions.


  • Presales membership support


    • Ensure CRM data is accurate and complete to match firms’ information.

    • Facilitate conversations with firms to promote membership including promoting promotions and sharing value of membership.

    • Ensure that operational support is provided to business by responding to all minor issues the smaller firms face.



  • Manage membership and PCG sales to organisations.

    • Act as point of contact for Administrative Assistants to facilitate sales with the Association.

    • Facilitate sales by promoting products and conferences to organizations including delivery of the agreed products and services and invoicing.

    • Prioritise workload particularly during high-peak season.

    • Maintain and archive documentation and files for sales and business cases.

    • Ensure accurate bill is sent to firms and processed correctly.



About The Association

Combining the strengths of the American Institute of CPAs and the Chartered Institute of Management Accountants, we empower the world’s most highly-skilled accountants – CPAs and CGMA designation holders – with the knowledge, insight and foresight to meet today’s demands and tomorrow’s challenges. We drive a dynamic accounting profession that works every day to build trust, create opportunity and grow prosperity worldwide.


  • Application knowledge of component object model

  • NetForum CRM knowledge at data field level

  • Basic Excel skills

  • AICPA product knowledge

  • AICPA regional knowledge

  • Professional communication and customer service skills


  • 2-4 years relevant experience including:


    • Ideally 1 year demonstrable experience working with internal CRM



Why Work for Us?
At The Association, you are part of a global, diverse and talented group of colleagues. You have opportunities to innovate and collaborate in a leading organization that impacts individuals and businesses. You’ll have opportunities to progress while enjoying an exciting work environment that supports and celebrates individual achievement, development and professional satisfaction.

Together, we will lead the most influential body of professional accountants and create the future of the global accounting profession.

We offer competitive benefits, PTO, flexible working principles, and a supportive, collaborative team environment.





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