Account Implementation Specialist

The Account Implementation Specialist is responsible for consulting with parishes to implement stewardship or fundraising strategies. This role will incorporate the full breadth of OSV products and services to the extent possible as part of the overall solutions. In this role you will be the primary project manager while also collaborating closely with the sales consultant, leveraging your fundraising knowledge.

The incumbent will devise a strategy to cultivate relationships with the parishes resulting in successful engagements for OSV's customers, yielding both high levels of customer satisfaction and attainment of revenue goals for the Parish.

The Account Implementation Specialist will play a crucial role in planning, implementing, and managing stewardship and fundraising campaigns to support the parishes mission and goals.

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.
• Assist with 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.
• Monitor campaign and program progress, provide regular updates to the parishes, and evaluate and adjust(adapt) 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.
• Coordinate 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
• Ability to travel to conventions, diocesan events, or customer meetings.
• Other duties as assigned

Requirements:

Required Skills

• 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.
• Ability 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.

Working Environment:

• Incumbent will work in an office environment

• This position requires the ability to work on-site in Huntington, IN, on a hybrid schedule 3 days per week

• The incumbent may be required to travel

Supervisory Responsibilities:

• None