Client & Engagement Data Administrator

Redpath and Company•Saint Paul, MN

About The Position

Why Redpath? At Redpath, you’ll be valued for who you are and supported in where you’re going. We’ve created a culture rooted in trust, teamwork, and genuine relationships, where caring is at the core of how we treat each other and our clients. You’ll do meaningful work here with people who bring a positive, solution-focused mindset to every challenge. Our team is proactive in all we do, taking initiative, clearing roadblocks, and staying ahead for our clients and each other. Here, your voice matters, your growth is a priority, and your work drives real impact. We’re driven to improve, grow, and deliver excellence together, personally and professionally. This isn’t just a job. It’s a place to build a career and a community. Redpath and Company helps clients make more informed decisions that contribute to their financial well-being by providing proactive, innovative, and value-driven CPA and advisory services for closely-held businesses, private equity, government entities, and nonprofit organizations. Core commercial industries served include manufacturing and distribution; construction, real estate, and engineering; and technology. Areas of service expertise include audit and assurance; personal, business, and international tax; state and local tax; sales and use tax; and succession and estate planning. Redpath also guides clients throughout the entire business life cycle with performance optimization and process improvement; M&A advisory, including corporate and deal strategy, due diligence (financial, tax, operations, and IT), financial modeling, and M&A integration; accounting and management outsourcing; and valuations. The firm was founded in 1971. With offices located in St. Paul and White Bear Lake, Minnesota, the firm ranks as one of the top CPA and advisory firms in Minnesota. Redpath is a member of HLB International, a global network of independent advisory and accounting firms. For more information, visit www.redpathcpas.com .

Requirements

Prior administrative experience in a professional services or CPA firm preferred.
ERP or CRM experience
Strong attention to detail.
Ability to follow structured processes.
Comfortable working across multiple systems.
Strong communication and organizational skills.

Responsibilities

Client Setup & Onboarding Create and maintain new client and engagement records in our ERP and related firm systems. Ensure all required data fields, billing setups, responsible staff assignments, and service area details are complete and accurate. Collaborate with Client Managers and Operations to resolve missing or unclear setup information. Validate client information across systems to ensure alignment.
Client Disengagement (Full or Partial) Execute the formal disengagement workflow according to firm policy. Update client statuses, projects, workflows, and document types across multiple systems. Maintain documentation for audit and compliance.
Data Quality & Systems Maintenance Process ongoing client/engagement data updates. Perform periodic data audits and cleanup efforts. Support cross-system synchronization initiatives.
Cross-Functional Support Serve as a resource for staff questions. Partner with Operations, Finance, and IT regarding setup or data workflows. Assist with ERP improvements and data projects.