Compliance Services Account Manager

Job Title: Compliance Services Account Manager

Reports To: Senior Manager, CPE Services

Department: Compliance Services

Job Classification: Salaried/Non-Exempt

Schedule: Monday – Friday 8:00 a.m. – 4:30 p.m. (Some work from home flexibility determined by Manager/Director.

This is not a full time remote position and is required to work in the office two days per week.)

Job Description: Serve as account manager support for the Accountancy Licensing Library (ALL), CPE Audit Service (CPEAS),

Rules Engine Service (RES) services and other applications as needed.

ALL Responsibilities

· Conduct timely completion and accuracy of on-going tri-monthly state regulatory reviews

· Follow the established ALL maintenance process for conducting tri-monthly state reviews

CPE Audit Service Responsibilities

· Serve as account manager and primary point of contact for limited number of Boards of Accountancy participating in the CPE Audit Service and Providers sending electronic attendance records.

· Provide responses to client inquiries regarding the overnight batch processing of Board licensee data and CPE rules questions.

· Assist and make recommendations for the direction of the NASBA CPE Audit Service product and related services to the Senior Manager.

· Conduct CPE rules research and requirements gathering to facilitate rules development for jurisdictions assigned by the Senior Manager.

· Conduct User Acceptance Testing (UAT) of engine rules, user interface, CPE Rules Engine Service application, functionality, custom development, data imports, etc.

· Provide excellent customer service for all clients of NASBA CPE Audit Service including firms, State Boards, State Societies, Registry Providers and CPAs

· Perform routine functional audits within the NASBA CPE Audit Service product and other applications as required

· Develop good rapport with all clients and users including firms, State Boards, State Societies, Registry Providers and CPAs

· Work with developers and business analysts to execute rule and feature changes

· Train platform users on all aspects, features and functionality of NASBA CPE Audit Service application

· Assist Registry Sponsors and other learning providers with implementation of electronic attendance feeds

· Assist in the setup and implementation of state Board installations of the CPE Audit Service

· Prepare help and training documentation as assigned

Rules Engine Service Responsibilities

· As needed assist the RES team in the following capacities as assigned by the Senior Manager CPE Services:

· Develop good rapport with all clients utilizing the CPE Rules Engine Service, including firms, CPE providers or other organizations.

· Provide responses to client inquiries regarding the overnight batch processing of client compliance data and CPE rules questions.

· Create and distribute communications concerning updates and changes to the rules engine to the clients licensing access to the service.

· Facilitate renewal and invoicing for clients licensing access to the service.

· Assist in making recommendations for the direction of the CPE Rules Engine Service and related services to the Senior Account Manager, Rules Engine Service and the Associate Director, CPE Services.

· Coordinate CPE rules research, requirements gathering and testing with other CPE Services team members.

· Conduct Unit Testing and User Acceptance Testing (UAT) of engine rules through the business rules management system as well as the CPE Rules Engine Services application.

· Work with developers and business analysts to execute rule and feature changes in the rules engine licensing process.

· Prepare, update and disseminate technical documentation as assigned.

· Assist fellow account managers with state board and CPE provider requests and questions as needed

General

· Assist other departmental programs with requests as needed

· Other duties as assigned

Supervisory Responsibilities: None

Internal Relationships: This position interacts closely with the Senior Manager, CPE Services, other Compliance Services Account Managers, members of the Legal team, members of the Finance Department and IT resources assigned to the CPE Service, RES and ALL platforms.

External Relationships: This position interacts with executives and staff at CPA firms and CPA Review Course Providers, the business and technology units of RES clients, the personnel of State Boards of Accountancy, State Accountancy Board Members and Accounting Professors and students at Colleges and Universities.

Skills and Professional Experience:

Skills Profile:

· Project management skills

• Strong customer success orientation

· Account management experience

• Able to exercise independent judgment and take action on it

• Excellent reading comprehension

• Excellent listening, interpersonal, written, and oral communication skills

• Logical and efficient, with keen attention to detail

• Experience working in a team-oriented, collaborative environment

• Ability to resolve conflicts in an effective and positive manner

Education and Knowledge:

• Bachelor’s degree preferred

• Knowledge of software testing methodology preferred

• Understanding of business process and operational workflows

· Business writing and process documentation skills

· Experience working with a CRM platform, like Salesforce, preferred

Other:

· Presentation skills required

Below is an overview of some of the benefits we offer to full-time employees.

• Medical/Dental/Vision
• Life Insurance
• Short-Term & Long-Term Disability
• Numerous Voluntary Policies
• Employee Assistance Program
• 401(k) Plan (NASBA contributes 5.7% of employee’s salary)
• Flexible work plan benefit $100 monthly allowance. Parking in One Nashville Place paid on days in the office
• Holidays (13 days)
• Paid leave time - (prorated based on hire date and earned on an accrual basis)
• Vacation Leave (10 days)
• Sick Leave (12 days)
• Personal Days (3 days)
• Flex Spending Account (FSA)
• Dress for Your Day Casual Dress
• Some work from home flexibility; however, you must live in the Middle TN area and not out of state. This is not a full-time remote position.

NASBA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Final offers of employment are contingent upon successful completion of national criminal background check, national sex offender registry search and, where applicable, an education credential check, credit check, Global Watchlist and/or Government Watchlist.

Due to overwhelming interest in our organization, we are unable to accept faxed resumes or incoming calls regarding open positions. Only those matching the above job description will be contacted.
Thank you for interest in employment opportunities at NASBA.