Senior Manager, CAS Professional Services

Primary Responsibilities

• CAS practice transformation engagements through coaching, facilitation, and implementation support aligned with CPA.com’s CAS practice transformation framework.
• Collaborate with firm leadership to help define CAS vision, mission, strategic priorities, and operating models.
• Guide firms on CAS leading practices through decisions including: service delivery workflow optimization, client experience packaging and pricing, talent alignment, operational scalability.
• Assist firms in driving accountability and execution around strategic initiatives and transformation roadmaps.
• Serve as an advisor and mentor to firm leaders and emerging CAS professionals.
• Facilitate and support workshops, roundtables, training sessions, webinars, and onsite firm engagements.
• Contribute to conference session curation and delivery of content.
• Aid in the development and refinement of workshop materials, coaching tools, templates, playbooks, and enablement content.
• Support delivery of leadership sessions focused on CAS growth, advisory development, change management, and technology adoption.
• Contribute to the ongoing evolution of CPA.com’s CAS curriculum, toolkits, and learning experiences.
• Act as a bridge between CAS strategy and practical technology adoption.
• Support technology vetting, evaluation, and alignment of CAS-focused solutions within firm technology stacks as defined by CPA.com Marketplace Community.
• Manage practitioner-centered engagement programs in CPA.com Marketplace Community, including Peer communities, Technology forums, Roundtables, Working groups, Virtual and in-person events, Vendor/practitioner collaboration sessions.
• Aid in demo environments and applied technology enablement efforts, particularly related to Sage Intacct and strategic partner ecosystems.
• Translate technology capabilities into practical advisory and operational use cases for firms.
• Collaborate with internal teams and vendor partners to ensure CAS Professional Services offerings remain current, scalable, and aligned with market trends.
• Capture insights from firm engagements to inform future enablement resources and marketplace initiatives.
• Support long-term growth of CPA.com Marketplace Community.
• Manage community calendars, communication plans, workflows, and reporting.
• Track engagement analytics, participation trends, retention metrics, and community health indicators.
• Support budgeting, sponsorship coordination, and vendor participation models.
• Support change management initiatives tied to CAS transformation programs.
• Foster a culture of continuous learning, innovation, and adaptability across firm engagements.
• Stay current on CAS industry trends, advisory services evolution, AI enablement, and emerging technologies impacting the profession.
• Maintain strong alignment with CPA.com’s strategic vision, partner initiatives, and CAS Professional Services goals.

Qualifications

• Bachelor’s degree in Accounting, Business, Organizational Development, or related field.
• CPA designation preferred.
• 10+ years of experience in CAS, advisory services, accounting technology, or firm transformation initiatives.
• Extended knowledge with Sage Intacct and familiarity with other modern CAS technology ecosystems preferred.
• Strong facilitation, coaching, communication, and presentation skills.
• Ability to translate complex concepts into practical, actionable guidance.
• Strong project management and organizational skills.
• Comfortable operating in a dynamic, evolving environment with competing priorities.
• Ability to travel approximately 25%.