Regional Manager

POSITION PURPOSE 

The Regional Manager provides a consistent, professional experience to the chapters, regions, and chapter managers through the effective and consistent delivery of information, content and follow-up. This includes support for managing programs and processes, driving regional communications, regional data, and meeting logistics support. The Regional Manager manages workflows to provide effective levels of support across the portfolios in support of the chapters, regions, and chapter managers. The Regional Manager is the primary point of contact for chapter managers while acting as a trusted strategic partner to Regional Leadership, anticipating needs, identifying opportunities for improvement, and driving initiatives that strengthen chapter health, member engagement and operational excellence. 

PRIMARY RESPONSIBILITIES 

• Train and onboard new and existing chapter managers on YPO processes and systems. 

• Manage communications, aligning with other portfolio managers, to chapter managers related to YPO programs, processes, and priorities.  

• Develop high-quality executive communications, presentations and meeting materials aligned with regional branding and messaging. 

• Support renewals, dues, payments, and resignation processes in collaboration with chapter managers and Membership. 

• Collaborate in the content development and execution of chapter manager workshops. 

• Collaborate with people leader to develop and implement plans for successful systems and processes to achieve organizational goals. 

• Continuously evaluate regional processes and recommend improvements that simplify operations, improve the member experience, and increase efficiency.  

• In conjunction with people leader, oversee Regional and Development Funds, including reimbursements for member champions and vendors. Assist with management of budget. 

• In collaboration with the Chapters & Regions Business Operations team, provide regular Salesforce reports to support the effective management of the region and its metrics (Officer identification, Renewals, Chapter Health data, etc.). 

• Analyze regional data and trends to provide actionable insights and support informed decision making. 

• Maintain regional team sites on the corporate network (SharePoint) as well as region sites and pages on YPO Connect. Manage region’s Teams library of folders and files.  

• Leverage technology and digital tools to improve productivity, automate processes, and enhance communications. 

• Analyze regional data and trends to provide actionable insights and support informed decision making. 

• Organize, communicate, and manage regional board meetings and coordinate all meeting materials in collaboration with other portfolio managers. Produce and/or manage the production of regional executive committee meetings and regional board meetings, including logistics, communications, contract negotiations, onsite management and pre/post-meeting communications. Manage effective communications with regional officers and regional teams. 

• Manage and respond to day-to-day requests from chapters, chapter managers, regional officers, and regional portfolio managers. 

• Lead complex cross-functional projects from planning through execution, ensuring deadlines, stakeholder alignment and successful delivery. 

• Special projects like newspapers, e-newsletters, branding, strategic alliances, regional CA meetings and any other region-specific initiatives. 

• Partner proactively with Regional Directors and regional leadership to identify priorities, anticipate challenges, recommend solutions and execute strategic initiatives. 

SKILLS 

• Ability to work collaboratively in a multi-cultural organization with international members, helping them achieve excellence in voluntary roles for YPO initiatives. 

• Thrives in a dynamic, fast-paced environment with shifting priorities and ambiguity 

• Excellent interpersonal skills, including strong diplomacy skills, with the ability to build meaningful relationships with all levels of associates, members, and vendors. Adaptable, insightful, empathetic, and reliable. Great sense of humor and humility. 

• Able to maintain discretion and integrity of confidential information. 

• Resourceful and able to work independently with initiative and good judgement. Effective time management, organization and prioritization skills with the ability to focus on varied projects simultaneously. 

• Highly proactive and self-directed, anticipating needs, identifying opportunities and taking ownership without requiring constant direction. 

• Possesses a distinct global mindset, sensitive to local and international customs and protocols. 

• Able to identify problems, research alternatives, provide solutions and/or resolve issues in a timely manner. Anticipates member needs and delivers with clarity. 

• Continuously seeks new ideas, technologies and best practices to improve processes and elevate the member experience. 

• Analytical thinker with ability influence and guide processes with appropriate approach and execution. Natural curiosity and desire to learn more; proficiency and interest in applying new technologies and tools. 

• Excellent English verbal and written communication skills are required, including proof reading, with a meticulous attention to detail. Adjusts communication style appropriately to the audience. 

• Professional presence, appearance, and stature to interact easily with YPO members, C-level executives, and high-profile corporate leaders. 

• Demonstrates strong strategic thinking with the ability to connect day-to-day execution to long-term regional priorities. 

EXPERIENCE/BACKGROUND 

• 5+ years of experience working in a global environment interfacing with senior level executives. 

• Proven customer service experience in high-touch environment where responsible for identifying and implementing alternative solutions and resolving issues in a timely manner. 

• Experience in supporting, stewarding, and executing multiple stakeholder goals and deliverables. 

• Membership or association experience preferred, an understanding of governance structures. 

• Experience in professional services and/or event planning environments with multiple stakeholder groups/committees and consensus management, preferred. 

EDUCATION/TRAINING/CERTIFICATION 

• Bachelor’s degree or equivalent experience required. 

• Proficient in Microsoft Office Suite and database management systems, preferably CRM. 

• Experience with platforms such as Salesforce, Canva, Cvent, Sharepoint, Microsoft Teams, AI productivity tools (ChatGPT, Gamma, etc) 

PHYSICAL REQUIREMENTS 

• Ability to work flexible and/or extended hours as needed to accommodate members and team members in multiple time zones. 

• Ability to work for extended hours at a computer screen. 

• Willingness and ability to travel domestically and internationally, without restrictions, 

approximately 15-25% per year.