About Crete Professionals Alliance

Founded in 2023, Crete Professionals Alliance (Crete PA) delivers big four firepower to local American firms. Our rapid growth has made us a magnet for leading firms nationwide, eager to join our revolution in accounting. We empower small to mid-market firms with PE-backed capital, strategic technology partnerships, and innovative workforce solutions—including national recruiting and offshore support—while preserving a personal, local touch. With a presence in over half the US, 25+ regional offices, 1,000+ dedicated professionals, and offshore operations in Asia, we're the fastest-growing accounting firm in the nation and well on our way to the top 20. At Crete PA, our culture and relationships are the cornerstone of our success, and we’re always looking for talented, ambitious people to join our team.

Since founding, Crete has partnered with 23 leading accounting firms to date, with significant growth anticipated through the remainder of the year. Our co-founders from ZBS Partners have a track record of launching four past successful companies, with combined enterprise value exceeding $3 billion, several now majority-owned by respected private equity firms. We plan to invest $500 million in the next two years to acquire accounting firms and equip them with artificial intelligence. In addition to ZBS, Crete is backed by leading technology investors Thrive Capital and Bessemer Venture Partners. Our partnership with Thrive and their recently launched Thrive Holdings strategy is accelerating our deployment of artificial intelligence, process automation, and advanced software into our partners companies.

Job Overview

We are seeking a Manager, Learning & Development to design and build learning programs across a rapidly growing, multi-firm accounting platform.

This role focuses heavily on instructional design and industry-specific learning development, partnering closely with subject matter experts across Tax, Audit, CAS, Advisory, and Operations to translate technical expertise into structured learning programs.

This Role Goes Beyond Traditional LMS Administration. You Will

Design and build role-based learning pathways (Associate → Partner)
Translate accounting expertise into structured learning programs and resources
Partner with Subject Matter Experts across Tax, Audit, CAS, Advisory, and Operations
Build applied learning materials including playbooks, case studies, and simulations
Integrate learning with performance management and career progression
Support onboarding and learning integration for newly acquired firms
Leverage LMS (LCvista) and enterprise learning platforms to drive adoption and accountability

This role is ideal for someone who enjoys building learning programs from the ground up in a professional services environment and translating technical expertise into scalable learning experiences.

Key Responsibilities

Learning Program & Content Design

Design and build role-based learning pathways (Associate → Partner) across Tax, Audit, CAS, Advisory, and Operations.
Partner with Subject Matter Experts and firm leaders to translate technical expertise into structured learning programs and resources.
Develop instructional materials including playbooks, learning guides, case studies, and applied learning exercises tailored to accounting workflows.
Create learning experiences that support real engagement scenarios, client interactions, and professional development.
Align learning programs with enterprise capability expectations and performance frameworks.
Support leadership development and next-generation partner readiness programs.

Learning Platform & Content Integration (LCvista)

Structure learning paths and organize learning content within the LMS platform (LCvista).
Upload and maintain learning resources including internal content and third-party learning providers.
Support compliance tracking and participation reporting across firms.
Partner with HRIS (UKG) to ensure employee data aligns with learning path assignments.
Support utilization/organization of enterprise learning platforms including LinkedIn Learning, Becker, and LumiQ.

Performance & Integration Alignment

Align learning programs with performance cycles, competency expectations, and promotion readiness.
Support onboarding and learning integration for newly acquired firms.
Standardize learning resources and core training programs across the platform.
Build structured learning resources that support manager coaching, goal setting, and evaluation readiness.

SME Collaboration & Knowledge Capture

Facilitate working sessions with partners, senior managers, and technical leaders to capture expertise.
Translate technical processes and firm best practices into structured learning materials.
Support creation of knowledge documentation that can scale across multiple firms.

Reporting & Continuous Improvement

Track learning participation and adoption across firms.
Analyze participation data and feedback to refine programs.
Recommend improvements to learning pathways and content design.
Support development of dashboards and reporting insights aligned to learning adoption and capability development.

Qualifications

5+ years of experience in Learning & Development, instructional design, or training program development.
Experience working within accounting environments strongly preferred.
Demonstrated experience partnering with Subject Matter Experts to translate technical knowledge into structured learning content.
Experience building learning programs including playbooks, case studies, simulations, and role-based learning pathways.
Familiarity with learning platforms or LMS systems (LCvista or similar).
Strong organizational skills and ability to manage multiple learning initiatives simultaneously.
Excellent communication skills and ability to work across multiple firms and stakeholder groups.
Experience with learning development tools such as Articulate, Captivate, or similar authoring platforms.
Proficiency in Microsoft Office (Excel, PowerPoint).

Work Environment & Travel

East Coast-based team (EST alignment preferred)
Flexible scheduling
Approximately 20% travel for training sessions, integration support, and leadership programs

Compensation & Benefits

Benefits include:

Health, Dental, and Vision Insurance (employee-only options available)
Company-paid Life and Long-Term Disability insurance
Supplemental benefits options
Safe Harbor 401(k) with employer contribution
Access to Becker, LinkedIn Learning, and leadership development programs

Crete Professionals Alliance is an equal opportunity employer committed to building an inclusive and high-performing workplace.

Crete Professionals Alliance

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Manager, Learning & Development