Chapter Relations Manager – West/West-Central U.S.

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🔥 1 minute ago

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Puzzle Solutions

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

• Serve as the trusted, go-to relationship manager for volunteer chapter leaders across your region, providing responsive guidance, proactive check-ins, and a consistent CFMA presence. • 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. • Conduct regular check-ins with chapter leaders to monitor progress, address challenges, and keep each chapter’s plan alive and actionable. • Partner with the Chapter Engagement Program Manager to review chapter health metrics, identify support needs, and align strategy accordingly. • Support and collaborate with the Chapter Resource Committee, bringing chapter voice to national conversations and national resources to chapters. • Represent CFMA through presentations, meetings, trainings, and events across the region. • Collaborate with the Director, Chapter Engagement and national staff to advance shared departmental and organizational goals.

🎯 Requirements

• 4+ years of association or membership-organization experience • A relationship-first approach: demonstrated success, building trust with volunteer leaders, members, or organizational partners and navigating varied personalities and leadership dynamics. • Comfort leading meetings and presenting to groups, including senior-level professionals — or a genuine readiness to grow into it with CFMA’s framework and support. • The ability to translate data, feedback, and observations into measurable, attainable action plans. • Excellent written and verbal communication, strong organizational skills, and professionalism to manage multiple chapter relationships at once. • Willingness and ability to travel approximately 50% within the West / West Central region. • Experience with member engagement, retention, or volunteer management in an association setting is a strong plus. • Experience supporting volunteer committees or leadership groups within an association or membership organization. • Experience with association platforms such as Monday.com, ACGI, or Glue Up (or comparable CRM/AMS systems). • Comfort working with data, reporting, and engagement metrics, with strong Excel proficiency. • Proficiency in Microsoft Office, especially Outlook, Excel, Word, OneNote, and PowerPoint.

🏖️ 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

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