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Advisor, Field Planning Readiness

Job in Joplin, Jasper County, Missouri, 64803, USA
Listing for: H&R Block
Full Time position
Listed on 2026-09-22
Job specializations:
  • Business
    Change Management, Operations Management
Salary/Wage Range or Industry Benchmark: 54000 - 81000 USD Yearly USD 54000.00 81000.00 YEAR
Job Description & How to Apply Below

About The Role

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.

Day to Day, You’ll...
  • 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.
Required Qualifications
  • 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
Preferred Qualifications
  • 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…
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