Advisor, Field Planning Readiness

H&R Block•Remote, MO

4d•$53,800 - $80,700

About The Position

The Advisor, Field Planning Readiness serves as a key connection point between the Field Planning team and Field leadership. This role supports the successful implementation of operational initiatives by partnering with field leaders, project teams, and cross-functional partners to drive readiness, gather feedback, identify barriers, and support adoption. The Advisor works closely with Area Experience Leaders, District Experience Managers, Regional Experience Directors, and field teams to provide coaching, clarification, operational support, and field-facing insight. This role helps translate field needs into actionable recommendations for project managers and business leaders while supporting continuous improvement across Workforce Planning and Facilities Readiness initiatives. This position may support a variety of projects throughout the year based on business priorities, seasonal needs, and readiness efforts.

Requirements

Bachelor's degree in related field or equivalent through a combination of education and related work experience
3–5 years of experience in field operations, business operations, project support, change enablement, training, coaching, or related roles
Demonstrated ability to build strong working relationships across multiple levels of an organization
Strong verbal and written communication skills with the ability to explain complex information clearly and practically
Experience gathering feedback, documenting issues, and supporting operational improvements
Ability to manage multiple priorities, follow through on commitments, and support work across multiple initiatives
Strong analytical, problem-solving, and organizational skills
Ability to influence without authority and work effectively in a matrixed environment
Proficiency with Microsoft Office applications and collaboration tools
Demonstrated commitment to customer service, continuous improvement, and operational excellence

Nice To Haves

Experience coaching, advising, or influencing field leaders, operational leaders, or cross-functional partners to support adoption of business initiatives
Experience facilitating leader discussions, clarifying expectations, answering operational questions, and helping leaders navigate change
Strong ability to influence without authority and build credibility with leaders across multiple levels of the organization
Experience supporting large-scale operational initiatives, pilots, readiness activities, or change management efforts.
Ability to translate field feedback, leader concerns, and operational barriers into actionable insights and recommendations
Experience identifying and sharing best practices across offices, districts, regions, or operational teams
Background in field operations, seasonal operations, retail operations, tax operations, financial services, or franchise operations preferred
Formal training or demonstrated experience in coaching, facilitation, change management, continuous improvement, or leader enablement
Familiarity with H&R Block field operations, systems, and leader support processes preferred

Responsibilities

Support initiatives that improve field readiness, leader effectiveness, associate experiences, and operational execution across multiple business priorities.
Coordinate work with project managers, Field Planning partners, field leaders, and cross-functional teams to align priorities, dependencies, timelines, readiness needs, and deliverables.
Translate business changes into field-ready communications, guidance, job aids, frequently asked questions, leadership resources, and support materials.
Monitor initiative milestones, risks, issues, dependencies, adoption indicators, and field readiness concerns.
Gather and analyze feedback from offices, field leaders, associates, and business partners to identify barriers, best practices, and improvement opportunities.
Support pilot programs, testing activities, readiness reviews, and phased rollouts by helping evaluate field execution, leader understanding, and operational impact.
Partner with stakeholders to clarify expectations, answer operational questions, and help leaders navigate change.
Identify practical solutions that improve readiness, adoption, consistency, and execution across offices, districts, regions, and operational teams.
Escalate project risks, field barriers, and operational concerns that may affect timing, quality, associate experience, client experience, or business results.
Document lessons learned, performance insights, field feedback, and recommendations that strengthen future initiatives and readiness efforts.