Reports to: Director of Success Skills and Coaching Programs
Quick Details: Full-time
About LCvista
LCvista is a dynamic and innovative company dedicated to transforming how firms navigate their learning and compliance landscapes. With a mission to bring clarity, understanding, and efficiency to these critical processes, we empower organizations to achieve their goals with confidence and ease. Guided by our core values of Integrity, Continuous Improvement, and Collaboration, we foster a culture where creativity and teamwork drive impactful solutions. At LCvista, we don’t just provide a service—we create a partnership that fuels growth and success for our clients and our team. Join us to help shape the future of learning and compliance!
The Opportunity
The Success Skills Training Senior Manager will collaborate with clients and our internal team to identify training needs and develop and deliver solutions that deliver measurable impact for professionals in the public accounting industry. Training topics include leadership and supervision, business development, time management, communication, etc. Additionally, this role will oversee learning needs for ethics, technology, and other competencies not overseen by our tax, audit, or CAS learning team.
Key responsibilities
Your time will be focused in the following areas (time percentages are estimates and will adjust based on client need):
- 40% invested in Content Creation and Delivery
- 15% invested in Curriculum Oversight
- 10% invested in Client Service activities.
- 15% invested in Learning Plan Management
- 20% invested in Additional Key Responsibilities and administrative tasks to include professional development, team meetings, time off, etc.
Content Creation and Delivery
- Develop and facilitate a variety of high-quality learning experiences to improve competency in basic, intermediate, and advanced success skills topics.
- Project manage Management Academy and/or Leadership Academy (or other leadership development programing).
- Design innovative practical application experiences for learning retention.
- Implement Spiirall by LCvista’s structures, and methodologies that enhance the overall client learning experience.
- Embrace a learner-centered approach and ensure programs are built with a methodology for measuring outcomes and impact.
- Create course materials, job aids, and visual aids to ensure alignment with quality standards.
- Design and implement pre- and post-program assessments, assignments, and evaluations.
- Evaluation scores indicate strong learner engagement; uses assessment results, survey data and learner feedback to continuously improve results.
- Collaborate with the instructional design team, providing guidance to create high quality materials and self-study programing.
- Stay current with emerging learning practices, technology, and resources.
- Develop content with consideration for nuances related to accounting standards, accessibility, DEIB, ethics and the law.
Curriculum Oversight
- Use deep understanding of professional development training to design offerings that meet evolving industry needs.
- Build and update skills and competency frameworks; map available courses to meet learning needs.
- Monitor internal and external facilitators and content to ensure performance standards and customer needs are being met.
- Stay up to date on content provided by third party content providers; is familiar with content quality if recommended to a learner.
- Source external trainers to supplement core training offerings.
- Manage relationship with external trainers:
o Define project goals, success criteria, and performance expectations.
o Establishes clear roles, responsibilities, and accountability across trainers and internal stakeholders.
o Own the annual resource management tracking strategy and continuously review utilization and spending to ensure the department operates within or exceeds budget objectives.
o Monitors milestones, resource availability, and progress to ensure successful delivery against performance standards.
- Conduct technical reviews in accordance with NASBA standard for CPE programs.
Learning Plan Management
- Collaborate with clients to build and update firm specific training plans, advising clients on training solutions, leading them toward advanced performance outcomes.
- Provides strategic oversight to ensure all learning plans are designed in alignment with internal learning strategy, standards, and best-practice guidance.
- Partner with the learning operations team to design and launch learning plans meeting internal and client deadlines.
- Understand LCvista LMS and how learning plans and recommended course lists operate within the LMS.
Client Service
- Maintain client relationships related to learning strategy and delivery.
- Stay informed on client goals and ensure departmental decisions are aligned with firm strategy.
- Collaborate with clients to conduct needs assessments to identify learning gaps.
- Coordinate vendors for firm specific training days.
Here’s what we’re looking for
- 4+ years of experience in a learning and development role.
- Experience designing and delivering training on a variety of professional development topics to include leadership, time management, critical thinking, etc.
- 2+ years experience in public accounting (or similarly CPE regulated industry) preferred.
- 2+ years experience supervising others
- Experience delivering virtual and in-person training to a broad variety of experience levels.
- Excellent communication skills, including the ability to articulate and simplify complex information as well as have difficult conversations.
- The ability to work in a fast-paced environment where improvements are continuously being made and things are changing quickly.
- Demonstrated success in building and managing professional relationships.
- The ability to manage multiple priorities with limited supervision.
- A willingness to travel overnight up to 30% of the time during peak training months (May – September and November – December).
- Strong interpersonal, self-management and organization skills.
- Intermediate to advanced Microsoft suite (Excel, PowerPoint, Teams, Word) and Adobe skills
- Understanding of AI and responsible use cases in a learning environment
- FranklinCovey, CliftonStrengths, DiSC experience preferred
Don’t feel like you have all the qualifications?
The description above outlines our current vision for the role, but you don’t need to meet every qualification to be considered. You may also have valuable skills or experiences we haven’t included. If you think this could be a good fit, we encourage you to apply so we can learn more about you.
Support for Your Success
- Hiring Range: $100,000 - $125,000
- Competitive base salary
- Health, Dental, and Vision Insurance (100% paid premiums for employees, 80% paid for dependents with a buy-up plan option)
- HRA, FSA, HSA offerings
- Unlimited PTO & Sick/Wellness Hours
- Paid parental leave, paid medical leave
- 12 paid holidays + 2 flexible holidays
- 401k, Roth options
- Anniversary awards
- Laptop + keyboard with an annual work-from-home stipend to purchase equipment needed for home offices
LCvista is committed to fostering a diverse and inclusive workplace and is an equal opportunity employer. We evaluate all qualified applicants without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected characteristic. We also comply with all applicable fair employment practices regarding citizenship and immigration status.
This position will remain open until it is filled.
