
2 - 10 employees
Founded 2017
💼 Consulting
🤝 B2B
⚡ Productivity
Consulting • B2B • Productivity
Puzzle Solutions is an implementation and automation consultancy for accounting firms. They design expert systems and automations around practice-management and productivity software — notably Xero Practice Manager (XPM), FYI, and ClickUp — and deliver services including implementations, migrations (database merge/split), system reviews, report templates, and automations. They are certified FYI, XPM and ClickUp specialists and state they've guided 150+ firms and 4,000+ users through implementations, migrations and automation to help practices win back time, reduce chaos, and scale without proportionally increasing workload.
🔥 0 minutes ago
🌵 Arizona, California, +9 more states – Remote
💵 $65k - $70k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧐 Strategy
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2 - 10 employees
Founded 2017
💼 Consulting
🤝 B2B
⚡ Productivity
Consulting • B2B • Productivity
Puzzle Solutions is an implementation and automation consultancy for accounting firms. They design expert systems and automations around practice-management and productivity software — notably Xero Practice Manager (XPM), FYI, and ClickUp — and deliver services including implementations, migrations (database merge/split), system reviews, report templates, and automations. They are certified FYI, XPM and ClickUp specialists and state they've guided 150+ firms and 4,000+ users through implementations, migrations and automation to help practices win back time, reduce chaos, and scale without proportionally increasing workload.
• 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.
• 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.
• 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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