Account Implementation Specialist

Essential Job Functions

• Manage consulting and parish programs aimed at increasing parish offertory and/or parishioner engagement levels at parishes.
• Manage all program related operations ensuring achievement of organizational parish program goals.
• Collaborate with parishes on related materials and events, ensuring timeliness, accuracy, and consistency of messages.
• Aid in ongoing measurement of financial success of in Offertory Solution engagements, both for the client and internally.
• Develop strong positive relationship contacts at assigned parishes which result in repeat business.
• Develop a thorough understanding of diocesan organizations and business processes.
• Develop and implement strategies for capital fundraising programs to help parishes meet specific goals.
• Lead and train parish staff and volunteers involved with the campaign, providing direction, support, and motivation to ensure campaign goals are realized.
• Maintain campaign and program progress, provide regular updates to the parishes, and evaluate and adjust strategies as needed.
• Conduct presentations and workshops as appropriate.
• Be a strategic partner who proactively offers new solutions to benefit the customers and to help their respective programs.
• Provide regular progress updates to the OSV management team to include recommendations and business justification for any proposed changes to products and services or additions to products, services and/or strategies.
• Work closely with pre-production and production teams, administrative teams, and others to ensure timely response to client requests, and resolution of any problems.
• Cook up coordination of resolution of customer issues in a timely manner, making follow-up calls as required.
• Use CRM and other management systems to enter orders, track progress, and update sales representatives.
• Use other tools as needed to provide sales revenue reporting, revenue retention reporting (increased/decreased revenue) and Customer Satisfaction.

Requirements

• Excellent verbal and written communication skills.
• Bilingual preferred.
• Proficiency in handling statistical data to evaluate fundraising effectiveness and devise strategic initiatives.
• Ability to identify needs and effectively promote products and services.
• Strong relationship building skills required.
• Detail-oriented with the ability to take initiative and work independently.
• Able to set and meet goals without supervision.
• Technical skills to coordinate training and meetings.
• Strong organizational skills with the ability to prioritize tasks.
• Effective time management capabilities.
• Be a collaborative team player.
• Effective problem-solving skills.
• Adaptable.

Required Education

• Bachelor’s degree in business or communication preferred and/or commensurate work experience.

Required Experience

• Proficient with Word, Excel, PowerPoint and Outlook.
• 1-3 years of consulting, customer service or project management experience.
• Training experience.
• Proven record of revenue results with high levels of customer satisfaction.
• Experience working with various organizations within the Church with proven success.
• Knowledge of business management and proven ability to create plans to achieve objectives.
• Prior fundraising experience, including fundraising techniques, donor cultivation and strategic planning capabilities.