Job Overview

The Partner Strategist establishes and maintains a strong business foundation to help clients achieve their mission. This role requires understanding church, ministry, or non-profit operations for reliable oversight of administrative processes. The role also requires using relational skills to enhance client relationships, address strategic issues, and guide a team supporting the client's daily needs.

Job Description

Description

For recruiters: Auxilio will not use for-hire recruitment for this position, and does not give permission to be contacted.

Duties/Responsibilities:

Client Operations

• Drive operational success by actively engaging in client meetings and providing personalized solutions that address their needs.
• Swiftly resolve client complaints to enhance satisfaction and loyalty.

Finance

• Facilitate the adoption and implementation of a financial policy manual.
• Assist in developing the chart of accounts and preparing the annual budget.
• Manage operational tasks such as resolving issues, reviewing bank reconciliations, managing cash flow, and handling EOM and EOY activities.
• Supervise financial statements preparation, and analyze and present them for client discussions and decision-making.

Payroll, HR, and Benefits

• Provide HR leadership support to clients with effective processes and procedures.
• Supervise client payroll management and ensure compliance with federal and state laws.
• Oversee benefit administration and renewals for clients.

CRM/ChMS

• Advise and assist in the selection and use of constituent management platforms.
• Coordinate all activities and schedules between client and Auxilio during implementation or conversion.

Donations

• Provide guidance in online giving platforms, fundraising, and donor communications.
• Address inquiries about noncash contributions, and issuing giving statements.
• Review and manage special cases.
• Data/Communications
• Consult and coordinate data and system architecture for email and website during client onboarding and operations.
• Ensure timely and secure offboarding of client's dismissed employees.
• Monitor and ensure all necessary registrations, policies, and procedures are in place, updated, and compliant.
• Recommend Auxilio templates and assist in modifying them.
• Evaluate risks and ensure insurance coverage based on the client's situation, financial capacity, and comfort level.
• Aid clients with worker's compensation insurance premium audits by providing data and fulfilling report requests.

Strategic Planning

• Align operations with the client's strategic goals.
• Help clients identify and improve their strategic plans as necessary.
• Collaborate with Auxilio staff on client initiatives and their implementation.

Supervisory Responsibilities:

• Participates in the hiring and training of departmental employees.
• Organizes and oversees the work and schedules of departmental employees.
• Conducts performance evaluations that are timely and constructive.
• Handles discipline of employees as needed and per company policy.
• Support the Operations Specialist and Operations Assistant in their respective roles.

Knowledge and Skills:

• Bachelor's degree or equivalent years of experience preferred; business or theology degree, or other master's, a plus.
• 5+ years of experience in business operations management, preferably in a nonprofit, church, or ministry.
• Three (3) years of management and supervisory experience.
• Knowledge of GAAP is essential.
• Familiarity with information and communication technologies, including websites, cloud applications, and databases.
• Knowledge of federal and state employment laws and benefits administration.
• Payroll processing experience and multi-state payroll law knowledge.
• Strong leadership, public speaking, and relationship-building skills.
• Use productivity tools like Google Workspace or Office 365

Other Abilities:

• Able to consult clients and recommend solutions.
• Business analysis, strategic thinking and planning, implementation design, project management, and change management.
• Service orientation toward constituents and employees.
• Excellent written and verbal communication skills.
• Strong communication skills and teamwork abilities.
• Organize, plan, and prioritize work.
• Supervise and support staff to ensure high performance.
• Detail-oriented with self-direction and multi-tasking abilities.
• Problem-solving and conflict-resolution skills.
• Discretion in handling confidential situations.

This job description for a Partner Strategist outlines the primary responsibilities and qualifications required for the role. The specific duties and requirements may vary depending on the organization and the complexity of the payroll systems implemented.

Here is what you can expect from us:

Full-Time benefits: Competitive compensation, health insurance with employer HSA contribution, basic life, dental, and vision. Paid vacation and sick time, 12 paid holidays, and 401k with 3% employer contribution.

Auxilio has an effective process for assessing market data and establishing ranges to ensure we remain competitive. Employees are paid within the salary range based on experience and the position's market data. The actual salary for this role may vary by location.