National Registry Account Manager – Training Lead

National Association of State Boards of Accountancy

. Review and analyze National Registry applications and CPE programs for compliance with the Standards and education quality .

Posted 10/13/2026full-timeNashville • Tennessee • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in instructional design, adult learning principles, and compliance analysis within continuing education. Proficient in developing training materials and managing CRM systems, with strong analytical and communication skills to support stakeholder engagement.

Highest-signal resume keywords

Instructional DesignSalesforce AdministrationTraining Material DevelopmentCompliance AnalysisCustomer Service Orientation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Instructional DesignCompliance AnalysisTraining Material DevelopmentData AnalysisAdult Learning Principles

Soft Skills

Interpersonal CommunicationProblem-SolvingAttention to DetailSelf-MotivationTeam Collaboration

Tools & Technologies

SalesforceForm AssemblyMicrosoft WordMicrosoft Excel

Industry Keywords

Continuing EducationCPE ProgramsNational RegistryAccountancy BoardsEducational Providers

Tech Stack

Tools & technologies

Assembly

About the role

Key responsibilities & impact

Review and analyze National Registry applications and CPE programs for compliance with the Standards and education quality
Analyze QAS™ self-study, Nano Learning, Blended Learning, and group CPE programs
Review course lists, promotional materials, administrative policies, evaluation forms, and certificates of completion
Perform compliance desk audits of sponsors
Draft formal correspondence requesting additional materials, application revisions, and instructional design improvements
Maintain CPE-related databases and spreadsheets and follow up on CPE programs
Answer CPE-related inquiries from CPAs, state accountancy boards, and sponsors
Serve as primary trainer and onboarding resource for National Registry Account Managers
Develop and maintain training materials, job aids, guidance, and other Account Manager resources
Support Salesforce and Form Assembly administration, including templates, workflows, operational issue resolution, efficiency improvements, and data quality
Research sponsor questions, educational processes, and new continuing education concepts
Participate in the National Registry Summit and assist with LinkedIn Page content creation
Perform administrative and clerical duties supporting Registry activities, conferences, committee projects, and public relations efforts
Interact with Registry leadership, Compliance Auditors, Account Managers, sponsors, state accountancy boards, regulatory agencies, and state CPA societies

Requirements

What you’ll need

Bachelor’s degree in Education, Business Administration, Accounting, Communications, or related field
Knowledge of adult learning principles, instructional design, and continuing education practices
Strong computer skills; proficiency in Word, Excel, and Internet navigation
Experience developing training materials, procedures, job aids, and documentation
Experience with CRM and workflow management systems; Salesforce preferred
Ability to analyze complex information and make sound recommendations based on established standards and policies
Excellent listening, interpersonal, written, and oral communication skills
Strong customer service orientation
Highly self-motivated and directed with strong attention to detail
Ability to build and maintain positive professional relationships with sponsors, regulators, educational providers, and internal stakeholders
Ability to train, coach, and mentor staff members
Strong analytical and problem-solving skills
Ability to work independently while managing multiple priorities and deadlines
Willingness to continually learn advancements in continuing education and instructional design
Demonstrated ability to provide leadership, guidance, and subject matter expertise in a collaborative team environment

Benefits

Comp & perks

Full-time salaried position
Hybrid work arrangement
Monday–Friday, 8:00 a.m.–4:30 p.m.
37.5-hour work week