Chapter Strategy Manager

Job not on LinkedIn

🕒 July 29

🏄 California, Oregon, +2 more states – Remote

🏄 California – Remote 🌲 Oregon – Remote 🤠 Texas – Remote ☕ Washington – Remote

💵 $65k - $70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧐 Strategy

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Puzzle Solutions

WebsiteLinkedInAll Job Openings

2 - 10 employees

Founded 2017

💼 Consulting

🤝 B2B

⚡ Productivity

Consulting • B2B • Productivity

Puzzle Solutions is a specialist consultancy that designs and implements systems and automation for accounting firms. They are certified specialists in FYI, XPM (Xero Practice Manager) and ClickUp, offering services such as implementations, migrations (database merge/split), system reviews, report templates and automations to help practices scale, reduce manual work, and improve profitability. Their site states they have guided 150+ firms and 4,000+ users through implementations and automations.

📋 Description

• Own the full strategic planning cycle for assigned chapters — preparing session materials, facilitating planning discussions with volunteer boards, and delivering the final documented strategic plan. • Facilitate planning sessions and present to senior-level construction financial professionals serving in volunteer leadership roles, navigating varied leadership dynamics and personalities to build alignment around shared goals. • Conduct regular check-ins with chapter leaders to monitor progress against the plan, address challenges, and refine priorities as needed. • Partner with the Chapter Engagement Program Manager to review chapter health metrics, identify support needs, and align strategy accordingly. • Serve as a trusted partner to chapter leaders and the Chapter Resource Committee, providing guidance, responsive communication, and shared vision. • Represent CFMA in a high-visibility capacity through presentations, meetings, trainings, and events. • Collaborate with the Director, Chapter Engagement and national staff to advance shared departmental and organizational goals.

🎯 Requirements

• Strong facilitation and public speaking skills, including proven comfort presenting to and facilitating discussions with senior-level executives. • Minimum of 4 years of experience in association chapter management and leadership. • Demonstrated success in strategic planning, relationship management, and stakeholder engagement. • Proven ability to work effectively with volunteer leaders and navigate complex interpersonal and organizational dynamics. • Ability to translate data, feedback, and observations into measurable, attainable action plans. • Excellent written and verbal communication skills. • Strong organizational skills and the ability to manage multiple priorities with professionalism and responsiveness. • Willingness and ability to travel approximately 50% within the assigned region.

🏖️ Benefits

• Medical, Dental, & Vision Insurance • 401(k) with 5% employer match • Life & AD&D (2x salary up to $250,000) • Short-term & Long-term Disability • PTO up to 20 days annually + paid holidays