Chapter Success Manager (West Coast)

Position Overview

Now Hiring Chapter Success Manager!

Reports to: Director, Chapter Engagement

Location: Remote, looking for candidates based on the West Coast.

Salary Range: $65,000–$70,000 annually, commensurate with experience

Travel: 50%

Position Summary

CFMA is seeking a relationship-driven, strategic professional to serve as Chapter Success Manager. Reporting to the Director, Chapter Engagement, this highly visible role is responsible for supporting the health, growth, and success of CFMA’s local chapters through outreach, strategic planning, and ongoing partnership.

The Chapter Success Manager works closely with the Chapter Engagement Program Manager, who tracks chapter health metrics and identifies where support is needed. Using those insights, this role helps chapter leaders develop practical, measurable, and achievable strategic plans tailored to each chapter’s unique needs, leadership style, engagement level, and culture.

This position requires the ability to work effectively with highly skilled financial professionals serving in volunteer leadership roles, navigate ambiguity and varied personalities, and guide chapters toward common goals. The Chapter Success Manager helps ensure each chapter has a living strategic plan, regular progress check-ins, and clear accountability tied to quarterly health metric improvements.

This role partners closely with chapter leaders, the Chapter Resource Committee, and national staff leadership to create alignment, strengthen engagement, and drive chapter and member success.

Key Responsibilities

• Drive chapter and member growth and retention through strategic engagement initiatives and targeted support.
• Serve as a trusted partner to chapter leaders by providing guidance, support, and responsive communication.
• Collaborate closely with the Chapter Engagement Program Manager to review chapter health metrics, identify support needs, and align strategies accordingly.
• Develop, facilitate, and maintain chapter strategic plans with measurable goals, clear priorities, and actionable next steps.
• Conduct regular check-ins with chapter leaders to monitor progress, address challenges, and refine plans as needed.
• Guide chapters through varied leadership dynamics, volunteer personalities, engagement levels, and support needs to build alignment around shared goals.
• Facilitate strategic planning discussions with highly skilled financial professionals in volunteer leadership roles.
• Work closely with the Chapter Resource Committee, a volunteer committee composed of CFMA members, to support chapter success through collaboration, communication, and shared vision.
• Represent CFMA in a high-visibility capacity through presentations, meetings, trainings, and events.
• Foster strong working relationships with staff, members, volunteer leaders, committee members, and senior leadership.
• Collaborate closely with the Director, Chapter Engagement and Chapter Engagement Program Manager to advance shared departmental and organizational goals.
• Communicate clearly, concisely, and professionally in all written, verbal, and presentation settings.

Qualifications

• 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 and attainable action plans.
• Strong facilitation, public speaking, and presentation skills.
• Excellent written and verbal communication skills.
• Strong organizational skills and the ability to manage multiple priorities with professionalism and responsiveness.
• Collaborative mindset and ability to work closely with colleagues toward common goals.

Preferred Experience

• Experience with Monday.com, ACGI, and Glue Up.
• High proficiency in Excel and comfort working with data, reporting, and engagement metrics.
• Experience supporting volunteer committees or leadership groups within an association or membership organization.

Technical Skills

Candidates must be proficient in Microsoft Office products, especially:

• Outlook
• Excel
• Word
• OneNote
• PowerPoint

What’s in It for You:

• Eligible for annual performance-based bonus
• Mission-driven work supporting a nationwide professional community
• Collaborative, supportive team culture
• Robust benefits package, including:
  • 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

Pay Range