Careers at OSCPA

The Association

The Ohio Society of CPAs (OSCPA) offers a challenging and rewarding work environment, where you will be encouraged to learn, pushed to grow and empowered to suggest ways to enhance member value.

We are recognized as one of the nation’s top state accounting associations with members who work in public accounting, business and industry, government and education. With a staff of 40+ and a $10 million operating budget, OSCPA enjoys the reputation, respect and influence of many national associations.

OSCPA advances the interests of its members through strong advocacy initiatives and a multi- faceted education program that keeps CPAs prepared to meet the challenges of an increasingly complex business and regulatory environment. The Ohio Society is located adjacent to the Easton Town Center shopping and dining complex in Columbus, Ohio. Home to The Ohio State University and top companies such as Nationwide Insurance and the Limited Brands, Columbus is a gem of the Midwest. It boasts a vibrant arts and business culture, tantalizing restaurants, great shopping, seasonal festivals, recreational and professional sports plus a diverse blend of neighborhoods that all contribute to its urban charm and family-friendly appeal.

The Ohio Society of CPAs offer a competitive compensation and benefits package that includes: 401k with company match, health, life and disability insurance, a wellness program that includes fitness center memberships, a generous professional development program for staff, a generous vacation and paid time off package, flexible work schedules and a telecommuting option.

The Ohio Society of CPAs is an equal opportunity employer.

Specialist, Learning Operations

The Ohio Society of CPAs seeks a Learning Operations Specialist to support the My OSCPA experience. MyOSCPA is an online platform that sells, hosts and delivers educational programs, as well as news and social content, and where users can manage membership, charitable donations and profile information. Our learning products are delivered through a variety of channels, including virtual, online and in-person. Additionally, we offer an array of customized learning services. The learning portfolio will continue to change in response to customer needs with growth planned through increased curation and customization.

The successful candidate will have the opportunity to demonstrate a grasp of business and professional learning in a fast-paced and evolving work environment. You will join an innovative learning department focused on providing learning experiences that drive greater value to a diverse community of CPAs and accounting professionals.

This position will work directly with our members to actualize the MyOSCPA experience at the individual and organizational level. Additionally, the staff position will work with our learning portfolio managers and learning operations team to administer products. You will also work with other OSCPA functions and internal/external stakeholders to maximize the use and value of MyOSCPA to external company and individual users. 

MyOSCPA Management (50%) 

  • Manages learning portals and sub-portals for enterprise clients. 
  • Administers dispatch package (inbound/outbound) content. 
  • Enables front-line customer service with knowledge/skill/resources for customer support. 
  • Performs second-line customer service and support. 
  • Trains members on use of MyOSCPA. 
  • Resolves MyOSCPA (LMS) service issues in a timely manner. 
  • Administers MyOSCPA home page (featured learning, featured news, etc.) working with learning marketing and content team as necessary. 
  • Conducts third-party webcast file management. 
  • Manages distribution of participant materials for all learning events. 
  • Manages learning curriculums, proactively updating to reflect portfolio changes and incorporate cross-sell opportunities. 
  • Executes pricing and marketing tactics within MyOSCPA (coupons, bundles, etc.). 
  • Actively looks for opportunities to increase sales/revenue by leveraging insights gained from individual customer interactions and working with enterprise/portal primary contacts. 
  • Conducts performance monitoring of educational activity and makes product (content) and promotional recommendations.  
  • Oversees MyOSCPA customer support ticketing system. Assigns agents for resolution and monitors ticket metrics and ensures action within service level benchmarks. 
  • Leads quality assurance function, ensuring processes are appropriately designed, documented and implemented. Creates policies and processes for approval. 

Product Support (Online, Virtual, Customized) (30%) 

  • Works with learning portfolio managers, subject matter experts, content team and contracted resources to bring regulatory-compliant online learning to market in a timely manner.  
  • Ensures third-party content complies with national and state continuing professional education regulations. 
  • Creates positive online audience experience, which may include speaker training and rehearsals, moderation of live streaming webcasts. 
  • Works closely with Strategic Relationships manager, learning managers, and other product owners to ensure accurate setup of products. 
  • Leads quality assurance function, ensuring processes are appropriately designed, documented, and implemented. 

Product Support (Live Events) (20%) 

  • Support the experience component of live events, which may include event day logistics and operations, webcast moderation and My OSCPA assistance and tutorials. 
  • Support event facility management as needed, including monitoring capacities, F&B plans, revenue/expense projections, room assignments and setups, and audio-visual requirements. 
  • Monitor contract obligations, timelines, deadlines and requested changes and escalate issues and proposed solutions to management. 
  • Work with learning managers regarding AV confirmations, sleeping room needs, etc. and implement arrangements per deadlines and ensure expense estimates are input and aligned with policies.  
  • Assists with attendance reconciliation. 

Requirements 

  • Commitment to excellence in customer service and maintaining a professional presence. 3+years customer service experience. Able to build and maintain client relationships with a diverse group of people. 
  • A self-starter, comfortable working independently and collaboratively in a team environment. 
  • Strong problem solving and troubleshooting skills encompassing operational processes and customer-facing systems. Comfortable with finding resolutions for unstructured customers and system issues. Able to document and effectively communicate and enable first-line resolution of these issues. 
  • Excellent organizational and communication skills with strong attention to detail. Must be able to manage multiple projects simultaneously, track deadlines & milestones and communicate status. Must communicate and manage change effectively in an environment experiencing constant disruption to fundamental business models. 
  • Willingness to learn relevant software/technologies, including learning management systems, customer relationship systems and business intelligence and sales management tools. 
  • Knowledge and proficiency in current Windows operating systems, current Microsoft Office products and general knowledge of customer database applications. 
  • Relevant degree or equivalent educational or full-time work experience is preferred. 
  • Available for mostly in-state travel, some evenings and some weekends for client service needs (2-5%). 

Current and Past Roles Might Include 

  • Project Coordinator 
  • Customer Support Specialist 
  • Tier-II Support 
  • Client Support 
  • Customer Success Lead 
  • Account Specialist 

How to Apply: 

Interested candidates should send resume, and salary range requirements to Tiffany Crosby, Director of Learning, The Ohio Society of CPAs. Applications will be reviewed on an ongoing basis until 5/31/2019.