Leads development of customer-focused accounting and finance training programs. Partners with B2B customers to identify learning needs, adapts and creates curriculum, ensures technical and CPE quality, supports sales, documents product requirements, and participates in testing and customer pilots. Collaborates across Curriculum, Product, Engineering, and Sales, while developing team processes and eventually hiring and managing staff.
At Colibri Group, culture is a critical part of our collective success, and we live our values everyday: Love, Joy, Boldness, Teamwork, and Curiosity. These values guide our interactions with each other, our customers, and our community.
Becker Professional Education, proudly part of the Colibri Group family, is a leader in CPA Exam Review, CMA Exam Review, and CPE (Continuing Professional Education). Our programs are led by expert instructors and feature high-quality content delivered through flexible learning formats, including on-demand resources and webcasts. To learn more about our offerings and our commitment to excellence, visit us at www.becker.com.
Becker is trusted by accountants around the globe for industry-leading tools and unwavering support that drive success. Our focus is on delivering results—results that stem from a deep commitment to our students' success. We create personalized learning experiences, leverage cutting-edge technologies, and tirelessly advocate for the accounting profession. These efforts have made Becker the choice of over 1 million CPA candidates worldwide.
The Senior Manager, Customer Curriculum Solutions helps Becker build new training offerings that meet the content needs of accounting firms and corporate accounting and finance teams. This person works directly with B2B customers to understand what their people need to learn, adapts customers' existing content into curriculum that fits Becker's offerings, and develops new curriculum where gaps exist. They also bring the customers’ perspective to product teams and help confirm that new offerings meet customer and internal standards before launch.
The role suits a CPA who understands how accounting professionals learn and work, and who enjoys turning customer needs into high-quality, practical curriculum. As the new-offerings portfolio grows, this role is expected to build and lead a small team.
What You'll Do
Curriculum development and customer content adaptation
• Partner with B2B customers to develop on-demand, live, virtual, and/or hybrid custom training programs, including simulation-based training.
• Design and develop curriculum for new training offerings, including learning objectives, course structure, content, and assessments.
• Ensure content is technically accurate, current, and aligned with professional and CPE standards.
• Collaborate with subject matter experts, authors, and instructional designers to develop and refine content.
• Maintain consistent quality and learner experience across customer-adapted and Becker-developed content.
Customer discovery and sales support
• Lead discovery calls with B2B customers to understand their training needs, content gaps, and learning goals.
• Gather B2B engagement details, such as audience, timelines, and success measures, to inform how offerings are scoped.
• Join sales calls as a subject matter expert to explain new offerings, answer technical accounting questions, and capture customer feedback.
• Identify new training opportunities based on customer need, market demand, and trends in the accounting profession.
Product requirements and testing
• Document curriculum and content requirements for Product and Engineering teams as PRDs or user stories.
• Act as the voice of the customer during build, answering questions and clarifying requirements as work progresses.
• Support testing, including user acceptance testing, content review, and customer pilots, to confirm new offerings meet customer and internal requirements.
Leadership
• Build relationships across Curriculum, Product, Engineering, and Sales to keep new-offering work aligned and on schedule.
• Help shape the team's processes for customer content adaptation and curriculum development.
• Hire, develop, and manage direct reports as the team grows.
• Partner with B2B customers to develop on-demand, live, virtual, and/or hybrid custom training programs, including simulation-based training.
• Design and develop curriculum for new training offerings, including learning objectives, course structure, content, and assessments.
• Ensure content is technically accurate, current, and aligned with professional and CPE standards.
• Collaborate with subject matter experts, authors, and instructional designers to develop and refine content.
• Maintain consistent quality and learner experience across customer-adapted and Becker-developed content.
Customer discovery and sales support
• Lead discovery calls with B2B customers to understand their training needs, content gaps, and learning goals.
• Gather B2B engagement details, such as audience, timelines, and success measures, to inform how offerings are scoped.
• Join sales calls as a subject matter expert to explain new offerings, answer technical accounting questions, and capture customer feedback.
• Identify new training opportunities based on customer need, market demand, and trends in the accounting profession.
Product requirements and testing
• Document curriculum and content requirements for Product and Engineering teams as PRDs or user stories.
• Act as the voice of the customer during build, answering questions and clarifying requirements as work progresses.
• Support testing, including user acceptance testing, content review, and customer pilots, to confirm new offerings meet customer and internal requirements.
Leadership
• Build relationships across Curriculum, Product, Engineering, and Sales to keep new-offering work aligned and on schedule.
• Help shape the team's processes for customer content adaptation and curriculum development.
• Hire, develop, and manage direct reports as the team grows.
What You'll Need to Succeed
• Active CPA license.
• Bachelor's degree in accounting, finance, or related field.
• 7+ years of professional accounting experience.
• Experience leading client-facing conversations and turning customer needs into clear, actionable recommendations.
• Strong written communication skills, including the ability to produce structured documentation for technical and non-technical audiences.
• Proven ability to manage multiple projects and stakeholders in a fast-paced, cross-functional environment.
• Experience mentoring, leading, or managing others, formally or informally.
• Ability to travel up to 10%.
• Bachelor's degree in accounting, finance, or related field.
• 7+ years of professional accounting experience.
• Experience leading client-facing conversations and turning customer needs into clear, actionable recommendations.
• Strong written communication skills, including the ability to produce structured documentation for technical and non-technical audiences.
• Proven ability to manage multiple projects and stakeholders in a fast-paced, cross-functional environment.
• Experience mentoring, leading, or managing others, formally or informally.
• Ability to travel up to 10%.
Preferred Qualifications
• Public accounting experience.
• Learning and development or instructional design experience, especially in professional education or CPE.
• Learning and development or instructional design experience, especially in professional education or CPE.
• Familiarity with NASBA CPE standards
• Experience supporting B2B sales or managing enterprise client relationships.
• Prior people-management experience.
• Experience supporting B2B sales or managing enterprise client relationships.
• Prior people-management experience.
Nice to Have
• Product management experience, including writing PRDs or user stories and working with engineering teams.
• Experience with Agile development practices and tools such as Jira or Confluence.
• Experience with Agile development practices and tools such as Jira or Confluence.
• Experience running user acceptance testing, beta programs, or customer pilots.
Colibri Group is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected characteristic.
Similar Jobs
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Leads performance optimization for Leave Solutions operations, overseeing analytics, AI and automation, quality management, inventory and workforce planning, transformation, and executive governance. The role turns operational data into measurable improvements in quality, productivity, utilization, timeliness, customer effort, and cost. It directs managers and cross-functional teams, establishes AI controls and human-in-the-loop processes, drives adoption and workforce readiness, and aligns Operations, Product, Technology, Data, Risk, Legal, HR, and other partners around a multi-year roadmap.
Top Skills:
Agentic AiForecasting PlatformsIntelligent AutomationPower BIProcess-Intelligence PlatformsPythonSQLWorkforce Management Platforms
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Handles inbound calls and warm leads, consults customers on insurance needs, recommends appropriate Property and Casualty coverage, and converts prospects into policyholders. The role includes paid training and licensing support, requires a flexible weekday and weekend schedule, and is performed remotely with employer-provided equipment and specified high-speed internet requirements.
Top Skills:
Cable/Fiber/Dsl InternetPcWired High-Speed Internet
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
Build and ship high-quality frontend software from technical design through launch. Develop efficient, scalable, testable client code; collaborate with engineering, design, and product teams to solve customer problems; contribute to code reviews and documentation; and resolve complex bugs while delivering intuitive product experiences.
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
