Assignments
Vice President, Human Resources
Qualifications

Duties and Responsibilities

 

  • Partner with senior management through full understanding of business and processes. Help identify and address gaps in leadership, organizational effectiveness and work performance through training, succession planning and various performance management techniques; develop organizational structure and workflow.
  • Collaborate with senior management and all staff to optimize work flows in all areas.
  • Collaborate with senior management to research, develop, and implement best practices.
  • Lead the Company’s staffing and recruiting efforts to ensure the hiring of top talent.
  • Help assess and implement compensation and benefit strategies to meet current and future needs.
  • Provide employee relations leadership, including coaching and counseling.
  • Provide complete Performance Management Program.
  • Provide Training Programs to improve leadership and management skills of managers and supervisors. Provide learning opportunities to enhance the skills of all staff members
  • Expand and formalize our Internship Program.
  • Increase the use of technology in administering and managing HR services and programs.
  • Develop and utilize data to assess and optimize talent acquisition, employee performance and engagement.
  • Participate on Executive team, contribute to and attend meetings, present HR initiatives.
  • Manage Human Resources staff, vendors, and related functions.
  • Project-manage and track various initiatives.

Job Requirements/Skills and Experience

 

  • Min 8 years HR management experience
  • Must have track record of successfully developing and initiating human resources and organizational development strategies in a growing company.
  • Must have excellent verbal and written communication skills
  • Must have excellent presentation skills
  • Strong recruitment and training skills and background.
  • Experience in both corporate and fast-paced entrepreneurial environments.
  • Experience in publishing or educational publishing a plus.
  • Strong analytical and project management skills.
  • Solid experience in all major functional areas of HR.
  • Bachelor’s Degree.
Contact
Jeanne Bertelle or Jim Conley or Kristi Johnston
Senior Product Manager
Qualifications

Basic Functions

  • Is a senior leader within R&L and will participate in and lead specific strategic planning for R&L initiatives including annual, periodic and 3 year VSP planning processes. 
  • Is a member of the R&L Executive team.
  • Partners with the customers, the VP/GM of R&L, and internal stakeholders to identify and develop strategic business and product development opportunities that benefit customers and shareholders.
  • Keeps a watchful and strategic eye on the market, direct and indirect competitors.  Articulates trends and changes in customers’ environments.
  • Requires customer interaction and customer-centered product design and development. 
  • Ensures that all product development processes (DMA, financial reviews, requirements building, etc.) and controls are followed.
  • Is responsible for overseeing the further detailed planning and sound execution of the selected opportunities. 
  • Is a leader within the R&L business and Tax and Accounting [TAA] at large and as such is responsible for communicating and supporting the Company strategy effectively and leading and developing individuals and teams.
  • Supervises 5 Product Managers, 2 Technical Product Managers

 

Key Responsibilities

The Senior Director, R&L Product Management is responsible for driving customer-focused product and platform development including:

  • Customer-centric inquiries and research to understand customer needs and develop product and service concepts that solve stated customer problems and needs.
  • Developing business requirements that detail the feature/function and commercial aspects of the product.
  • New Products (content, services, features, functions and offers)
  • Enhancements (content, services, features, functions and offers)
  • New platforms (Carbon, other)
  • Enhancements to existing platforms (IntelliConnect, ARM, CCH Mobile, eReader)
  • The Senior Director, R&L Product Management provides direction and support for internal, cross-functional teams working on all aspects of product development and go-to-market execution.  Directly supports the Product Managers in managing complex, multi-functional deliverables from partners in all areas including:

    • Technology
    • Strategic Marketing
    • Customer Operations
    • Sales
    • Editorial
    • Content Delivery
    • Training and Consulting
    • Electronic Product Development
    • Strategic Marketing
    • Operations
    • Finance
    • M&A
    • Legal
    • Global Platform Organization [GPO]

     

    The Senior Director, R&L Product Management, directs and supports all strategic and tactical aspects of commercialization and go-to-market planning and execution.  This includes:

    • Customer based design methodology
    • Product definition and concept development
    • Target markets and segmentation
    • Positioning and target market(s)
    • Value proposition and offers.
    • Pricing and packaging
    • Sales Channel and promotion (contests, spiffs or other)
    • Customer and prospect messaging
    • Customer migration planning
    • Competitive analysis and implication assessment
    • Product set up in SAP or other system
    • Post-release tracking and financial reporting
    • Customer invoicing and retention programs and processes

     

    The Senior Director, R&L Product Management has responsibility for full financial oversight and management of product revenues as well as costs.  Responsibilities include:

    • Monthly and quarterly review of Sales performance and revenue; the responsibility to develop and execute course correction plans as needed.
    • Reporting and analysis of new product, promotion and product performance.
    • Monthly and quarterly review of expense budgets including GPO proposals and charges; the responsibility to develop and execute course correction plans as needed.
    • Monthly retention analysis, tracking; the responsibility to develop and execute course corrections as needed.
    • Performs other duties as assigned by VP/GM, R&L.
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Senior Account Manager
Qualifications

Purpose of Position:  Act in a consultative manner with assigned accounts, using all company resources to ensure that: 1) all eligible students are identified; 2) have access to our technologies; and 3) are reading to specified standards annually.  Become the lead company relationship manager with district decision makers to develop strategies that will ensure successful implementations, renewals and growth over time. Develop strategic plans with the accounts geared towards building a long-lasting partnership ensuring our joint success with the ability to drive our solutions, mission and revenue. For all assigned accounts, develop a deeper understanding of the needs of our members; develop highly effective relationships with the key stakeholders; and successfully communicate company value proposition throughout the implementation and account management process. Ultimately, identify valuable partners within our members that will act as champions extolling the benefits of the company to other interested parties.

 

Primary Position Objectives:

  1. Lead the overall on-boarding and account management of assigned accounts to ensure the goals of high utilization of services, full revenue recognition and client retention are met.  
    Standard:  On time utilization, revenue, and retention linked to student and/or book download activity, number of buildings served, and/or LA value added services (professional development, on-site support, etc.). Revenue recognition per budget cycle.  100% or higher account renewal rate annually for accounts.
  2. Create a detailed strategic territory plan for accounts that define the member relationship, their objectives, challenges, and action plans necessary to achieve member and organizational success. Use available forms of information (web, conversations, news) working in concert with the member in developing the overall strategic plan.
    Standard: Plans are created at the beginning of the fiscal year or no more than 3 months after signing for accounts. Utilize large Account Management techniques that drive the value of our relationships from one of vendor,where the focus is on price, to strategic partner where we add value to the member’s overall objectives.
  3. Serve in a consultative role to our members, acting as the primary  contact with their top leadership on the best way to achieve their short- and long- term strategic objectives.  Proactively inform members of industry and local trends that could have an impact on activities occurring throughout the district.   Develop core expertise on competitor offerings and members’ business environment.
    Standard: Consult with the account utilizing the account implementation tools; and follow-up by having structured scheduled strategic review and planning sessions with the client.
  4. Lead professional training sessions that will engage, educate, inspire and motivate educators in an active training environment when all 3 following scenarios arise: high-tech, low-tech, no-tech and in multiple channels (live in person at a district level, virtual, webinars, etc.)
    Standard: Maintain an average 4.5 rating out of 5 on feedback ratings
  5. Represent the company, as needed, by attending conferences, FD events, donor cultivation meetings and other organizational meetings/events.
    Standard:  Representation and participation adds value in support of event, departmental and organizational goals.
  6. Collaborate with other Managers and departments across the organization to design and deliver a member experience that successfully on-boards new and renewing members each year.  This includes identifying the combination of online and offline communications, in person and web-enabled contacts, and conference participation to ensure the benefits of services are widely adopted within an account. 
    Standard:  Adhere to an account implementation and management strategy, and monitor all progress against objectives. 
  7. Identify and develop key relationships needed in accounts to drive high member satisfaction and discover unmet needs.  Leverage relationships and share feedback on unmet needs with all other organizational teams.  
    Standard:  Member satisfaction levels (measured via surveys) are captured annually, along with feedback needed to continuously improve service levels. Ensure a member satisfaction level goal of 90% or higher.
  8. Identify, develop and cultivate district-level relationships in order to influence key decisions related to utilization, engagement and continuation throughout the district.
    Standard: Ensure participation of the district contact(s) at monthly meetings, and overall participation in strategic activities.
  9. Work with the utilization and engagement managers so that they can deliver a highly engaging  presentation, both in-person and via the web/teleconference, thereby ensuring that the member has more students enrolled with books loaded and reading with frequency each year.  Collaborate with other Managers and the Member Success Specialists to ensure efficient/scalable delivery of our solutions. Act as a solution trainer, as needed, for delivery of solutions.
    Standard: All eligible accounts receive presentations in a timely fashion with 80% or higher assessment rating, and implementation of procedures is followed for 100% of accounts.
  10. Ensure that account and grant fulfillment activity is accurately captured in internal systems for streamlined member experience and simplified audit compliance, in collaboration with Finance and the School Registrar.  Identify and execute improvements in set-up and tracking systems to improve accuracy and/or effort required.
    Standard:  Minimal service disruptions and audit citations exist for assigned accounts.
  11. Lead the account renewal process for accounts, ensuring appropriate and timely communications take place, account needs are understood, and performance updates are provided along with support in the development of new membership growth opportunities.
    Standard:  [a] Accounts are renewed, [b] membership is expanded and [c] new business opportunities identified and developed as possible within the scope of the assignment.
  12. Act as the key liaison for our accounts to assist with high-level severity requests or escalation issues as needed. Responsible to be the voice of our members working with internal resources identifying system or process improvements leading to the overall high satisfaction, renewal, upsell and referral of our members.
    Standard: Maintain an issues and resolution log for our accounts.
  13. Achieve organic and incremental growth (revenue, service) as part of a larger account strategy so that the goals of high utilization of services, full revenue recognition and client retention are met.   Manage the relationship’s overall profitability.
    Standard: Understand and meet defined organic and incremental growth targets annually. Evaluate and structure pricing and contracts to determine optimal terms for both the client and company. On time utilization, revenue, and retention linked to student and/or book download activity, number of buildings served, and/or company value added services (professional development, on-site support, etc.).  100% account renewal rate annually.
  14. Lead the strategic internal and external stakeholder review sessions discussing the overall health of company’s accounts. Clearly communicate monthly/quarterly/annual progress reports tracking all aspects of the account’s utilization, revenues, support metrics and potential for additional services.
    Standard: Complete a strategic review recap report summarizing the key points of the account and distribute to all senior and operational leaders.

Job Requirements

Education

  • Bachelor degree (Education a plus) or equivalent (including demonstrated job experience)

Work experience

  • Minimum 7 – 10 years implementation and/or account management experience
  • Minimum 3 years’ experience training accounts – onsite, virtually and on-demand
  • Minimum 2 years sales or sales related experience a plus
  • Minimum 2 – 3 years’ experience as an educator or a school administrator dealing with district budgets, working with vendors and understanding the motivations of key decision makers
  • Proven track record of cultivating, maintaining and influencing district-level relationships
  • Experience and firm knowledge in the educational market space of district budgets, buying cycles and key decision maker motivations

Specific Skills/Knowledge

  • Proven ability to achieve business and performance objectives in varied Educational environment using industry technical skills
  • Exceptional ability driving business results in matrixed team environment
  • Track record of nurturing successful customer partnerships resulting in recurring growth
  • Demonstrated ability to synthesize information and communicate, present and influence credibly and effectively at all levels of the account, including administrators, executives and C-level personnel 
  • Proven ability of creative problem solving with a continuous improvement mindset utilizing data to help drive decision making
  • Familiarity with consultative business techniques (i.e., sales, training, account management) in order to unearth a client’s specific need or concern
  • Strong teambuilding, teamwork, and collaboration skills
  • Excellent listening, presentation and training skills
  • Excellent oral & written communication skills
  • PC literate with strong knowledge of Word, Excel, and PowerPoint
  • Ability to accurately run searches and reports via NetSuite or other highly utilized CRM
  • Self-starter with demonstrated effectiveness in a multi-tasking and collaborative environment

% Travel

  • Requires travel (local and out of state) as needed (approximately 20 – 30%)

Work Conditions:

This job operates in a professional office or home office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by his/her supervisor.

Contact
Janine Subel or Jim Conley
Vice President, Publishing
Qualifications

Position Summary:

Reporting to the Executive Vice President for Science, the VP, Publications provides leadership, vision, strategic direction, and bottom-line execution of the development, production, distribution, and sales of  publication products and services in all media so that short-term and long-term strategic objectives are met.

 

Responsibilities:

  • Lead and help to set a strategic direction for publications and ensure that objectives and developments follow these strategic directions.
  • Achieve the publications program objectives and assigned short-term and long-term objectives embodied in the strategic plan.
  • Responsible for publications from the conceptual phase through sales and delivery to the end user.
  • Meet or exceed the annual budgeted net return for the publications program while meeting the program goals and building for the future fiscal well-being of the publication.
  • Work with volunteers to develop and evaluate new publication products to assess member needs and to provide programs to meet those needs.
  • Responsible for working with the Publications Committee to formulate policies and procedures that will enhance the publications program and that will assure the objectives of the Publications Committee’s long-term strategy plan are met.
  • Develop and gain support with volunteers and staff for plans and procedures to improve the publications program so that it responds to the evolving needs of the constituents; seize opportunities and minimize the impact of threats; and provide a strong foundation for the future.
  • Responsible for guiding and supporting the editorial selection process, for orienting and advising volunteer editors about policy matters, and for providing logistical support for the review process.
  • Responsible for strategic coordination and leading of regular meetings with Publications’ partner Wiley.
  • Provide oversight and coordination with publishing partner Wiley to ensure smooth and timely production and distribution of manuscripts and other publication services including managing copyright, Library of Congress registration, trademark and service registration, rights and permissions, royalties, reprints, promotion, and advertising across all publications.
  • Remain active in the publishing community and represent the publication on appropriate committees of other organizations.
  • Provide in a digestible format to the staff, volunteer decision-makers, and influencers of decisions meaningful information about the environment and health of the publications program in order to improve the quality of decisions.
  • Supervise and manage the overall Publications team.
  • Perform other duties as assigned.

Qualifications:

  • Excellent verbal and written communication skills; ability to communicate easily and effectively with scientists and senior executives both inside and outside of the publication.
  • Strong knowledge of the entire publishing process, both print and online, is required.
  • Demonstrated knowledge of state-of-the-art developments in print and electronic scholarly publication is essential.
  • Deep knowledge of the Earth and space sciences.
  • Ability to translate effectively the financial and business aspects of publishing to scholars.
  • Must be collaborative in nature, utilizing exceptional listening and facilitation skills to build effective teams, drive effective outcomes, and to develop innovative solutions that meet the needs of multiple stakeholders.
  • Must be able to perform responsibilities with composure under the stress of deadlines/ requirements for accuracy and quality and/or fast pace.
  • Ability to effectively prioritize and make sound resource, budget, and personnel decisions.
  • Strong interpersonal and leadership skills; ability to build support for publication’s priorities and foster trust with the organization’s various constituencies.
  • Proven success in fostering working relationships with board members, councils, committees, member groups, and key stakeholders.
  • Knowledge of both the commercial and non-profit organizational environment preferred.
  • Report preparation and research skills.
  • Strong attention to detail.
  • Ability to multitask under pressing deadlines.
  • Proven supervisory skills.
  • Ability to exercise the highest level of discretion on both internal and external confidential matters, and to maintain high level of confidentiality.
  • Demonstrated ability to drive strategic concepts to execution.
  • Excellent computer skills including strong understanding of databases and project management software is a must. Experience in the development and monitoring of spreadsheets, complex financial models, and other analyses.
  • Ability to travel.

Experience:

  • 10+ years of experience with advanced degree in the geosciences or other science discipline preferred; or equivalent combination of education and work experience.
  • Experience in a senior management position with bottom line accountability.
  • Extensive online publishing experience, and a working understanding of web-based publishing technologies.
  • Experience with producing journals according to the highest scholarly publications standards is an essential requirement; knowledge of books, news publications, and/or geoscience publications is a strong plus.
  • Experience with content acquisition policies and content licensing.
  • Experience in managing personnel.
  • Previous experience working in a membership organization environment is preferred.
Contact
Kristi Johnston or John Tagler or Jim Conley
Director, Editorial Services
Qualifications

Position Summary:

The Director of Editorial Services will oversee all member and industry communications for the Association, with the goal of increasing engagement. This role will be responsible for both the production of editorial content and the delivery of that content to multiple audiences, including members of the Association as well as other key stakeholders.  The Director of Editorial Services reports to the Senior Vice President of Publications, Data & Research.

 

Responsibilities (essential functions):

  • Produce editorial content for a range of communications, including:
    • Writing news briefs for weekly member updates on core regulatory and industry developments in the listed and cleared derivatives industry
    • Writing content on relevant internal and external news for website.
    • Writing special reports on legislative and regulatory developments such as hearings and rulemakings that affect the listed and cleared derivatives industry
    • Curating Association’s daily aggregation of third party news to ensure that the news summaries are accurate and relevant
    • Overseeing the production of content for other association publications, including Association’s annual Year in Review document
  • Oversee production of  Association’s quarterly magazine on business, technology and regulatory trends affecting the listed and cleared derivatives industry. This role includes managing freelancers, writing news briefs, editing feature articles, uploading content to website, and overseeing production of print issues.
  • Oversee the development of data-related editorial content, including working with data analysts to produce monthly updates on trends in the data.
  • Coordinate with public relations and advocacy functions within the Association to ensure consistency between internal and external communications and consistency with Association’s policy positions.
  • Work with public relations, marketing and other functional areas within Association on areas of common interest, such as the drafting of educational content for video and website, providing input into conference presentations, etc.
  • Contribute to programming for Association’s conferences

Required Qualifications:

  • At least five years’ experience in writing and editing for a professional and/or business audience
  • Demonstrated experience working in a web publishing environment, writing and editing digital content
  • Strong technical skills, including a working knowledge of all MS Office applications as well as digital platforms and tools
  • Knowledge of evolving information technologies for providing online information in an effective manner
  • Strong decision-making and prioritization skills; Experience with deadline-sensitive writing and editing
  • Excellent writing skills, editorial judgment, and a commitment to accuracy
  • Entrepreneurial drive and strong work ethic
  • Familiarity with financial markets or commodity markets

Desired Qualifications:

  • Expertise in regulation of banking and/or finance
  • Digital journalism background; in-depth knowledge of and experience with digital media, communication tools, etc.
Contact
Director of Communications
Qualifications

Position Summary:

The Director of Communications works with the association’s senior management to develop, implement and coordinate our overall press and public relations strategy and thought leadership. The Communications Director is also responsible for cultivating and maintaining positive media coverage of our association and using the media to build Association’s global brand recognition, and establish our thought leadership on policy issues and industry trends, using a range of communications channels. The Director of Communications reports directly to the Senior Vice President of Global Communications.

 

Responsibilities:

  • Promote Association’s core mission and messaging priorities
  • Support Association’s advocacy priorities with strategic communications plans
  • Work with senior staff and advocacy teams to develop consistent messaging and supporting data on core Association issues
  • Writing and editing executive communications such as conference remarks and testimony
  • Seek speaking and editorial opportunities for Association executives
  • Monitor press coverage across traditional and online media
  • Build and maintain relationships with reporters in the U.S., Europe and Asia
  • Serve as the main point of contact for media seeking information from Association
  • Screen press calls and coordinate interviews with Association staff and experts at member firms
  • Occasionally serve as an on-the-record spokesperson for Association
  • Arrange and manage media briefings
  • Coordinate media events and promote coverage at Association’s conferences
  • Write and distribute press releases and background briefing documents
  • Coordinate with marketing to develop content for Association’s website and social media
  • Contribute articles to Association’s magazine, weekly newsletter and other in-house publications
  • Provide support to the Director of Editorial Services as required
  • Join the editing team for Association’s daily news service

 

Required Qualifications:

  • 5-7 years of experience in public relations
  • Significant experience in media relations, including social media
  • Familiarity with economics, financial services and/or commodity markets
  • Strong writing skills, ideally with experience in journalism
  • Strong oral communication skills, including presentation skills
  • Demonstrated ability to quickly absorb and clearly explain complex subjects
Contact