Client Advisor - Implementation

ROLE: Client Advisor - Implementation (USA Remote, or Hybrid in our Phoenix, AZ Office) Please apply via our website:

ABOUT ST. JOSEPH FINANCIAL SERVICES

St. Joseph Financial Services (SJFS) is a leading firm that supports the financial needs of Catholic institutions across the United States. We provide comprehensive outsourced accounting services for Catholic Schools, Parishes, Dioceses, and other Catholic Institutions. We enable our clients to make better business decisions through qualified, mission-driven people, leading and approachable technology, and a better back-office. Our strength allows us to provide wrap-around advisory services, including financial analytics, board preparation, budgeting, and planning. Our team comprises individuals who are both mission-driven and highly skilled. We view work as our Joyful Duty. We are Resilient, and we Own Our Work. Our ideal team player rates high in being Humble, Hungry, and Smart. Our work platform simplifies our clients' experience through cloud-based financial management technology, personalized expertise, and unmatched scale. Founded in 2018, we are growing to meet the needs of Catholic education in more ways than ever before imagined. Join our team to help us deliver on our mission. We need team members who can make More Time Ministering - Less Time Administering a reality for our clients!

ROLE SUMMARY

We are looking for a Client Advisor - Implementation to join our team. This full-time position will be an extension of our home office location team in South Bend, Indiana, and can be remote, on-site, or hybrid. We are growing our Phoenix, AZ presence and this role will help serve Catholic organizations there. This is a critical role designed for experienced accounting professionals responsible for helping us build a mission-centered, growth-focused financial services firm as we expand our accounting services and partnerships with Catholic organizations across the country. The successful candidate will need depth in understanding efficient accounting services, accounting systems technologies, and process creation to support our broad customer base, targeted growth, and the scale at which we're currently operating. This role will report to the Sr. Director of Digital Strategy. MISSION CRITICAL PRIORITIES FOR AN IMPLEMENTATION ADVISOR Quality - Execute effectively. Guide clients' expectations and priorities. Value - Represent the SJFS mission to clients, while delivering value to them and the firm. Strategy - Understand, implement, and reinforce the SJFS Way in accounting operations. People - Own Client relationships.

KEY RESPONSIBILITIES

• Lead scoping calls with qualified prospects.
• Evaluate client maturity using a structured rubric to determine readiness, onboarding pace, and support needs.
• Develops and implements an initial onboarding plan (i.e. a "Month 0" Close) with the client prior to transitioning work to the Senior Client Advisor
• Track work within a Client Onboarding "pipeline" in Hubspot; keep data and activity current.
• Hand over documented client processes to Advisors using BeanAI.
• Plan and help execute data conversions from legacy systems and integrations with other supporting software as needed; coordinate data extraction from various databases for importing.
• Act as a liaison between Sales, Product, and Client Success teams to ensure insights from implementation inform service evolution
• Track market and client-specific developments (e.g., regulatory, diocesan, or technology shifts) that impact implementation models or service offerings
• Help create implementation pipeline reports and coordinate with sales efforts to stage timing
• Help assess the effectiveness of sales processes to help implementations and iterate to improve
• Support the development of scalable materials, such as onboarding templates, presentations, and standard training resources
• Generate a quote/proposal and get approval for unique situations that require deviating from standard processes
• Act as the last line of defense to vet client fit and understand what steps are needed to make a successful implementation
• Champion SJFS implementation and onboarding standards and ensure compliance with operational frameworks
• Guide the work of any other resources assisting with implementations

WHAT WE ARE LOOKING FOR FROM YOU - OUR MINIMUM QUALIFICATIONS Technical Skills

• Accounting, Finance, or Business degree 2+ years of experience in a related field
• Outsourced accounting experience within a firm, preferred
• Ability to prioritize and strategically shuffle between projects
• Energized by making relationships and assisting clients
• Ability to problem solve and communicate solutions
• Self-starter with a high level of initiative and follow-through
• Ability to work well under tight deadlines and respond to rapidly changing demands
• Great communication skills - written and verbal
• Knowledge of Hubspot, Sage Intacct, QuickBooks Online, and Excel
• Ability to travel (drive and flights) to clients or company events as needed
• Preference given to candidates in the Phoenix area, or a willingness to relocate to Phoenix

Other Key Skills

• Team player with a collaborative orientation; must be comfortable juggling priorities
• Demonstrated ability to analyze, problem-solve, and provide solutions
• Positive attitude, proactive, and self-motivated
• Experience working remotely and managing virtual client relationships is a plus

ADVANCED ACCOUNTING WITH PURPOSE

We foster a mission-driven culture that supports our Catholic clients while genuinely caring for each of us who works here. We deliver accurate and timely work to our clients using the latest technologies to advance the Church's mission. Our team consists of conscientious individuals, passionate about the Catholic Church. Are you interested in joining the SJFS team? Apply at stjfs.org/open-positions/