Client On-Boarding Manager - Cloud CFO Services

Position Summary

We are an elite accounting firm with offices in Chicago, Oakbrook, and Salt Lake City. We seek a Remote/ Hybrid Client Onboarding Manager in the Chicagoland area to ensure a smooth and successful onboarding experience for new clients. This client-facing role requires excellent interpersonal skills, both written and verbal, and expertise in accounting and various systems.

Essential Job Functions

• Provide exceptional onboarding support to new clients, ensuring a seamless transition into our accounting systems.
• Assist clients with setting up and optimizing QuickBooks Online, NetSuite, Expensify, BILL, Gusto, Ramp, etc.
• Conduct training sessions and create documentation to help clients effectively use their new systems.
• Collaborate with internal teams to address client concerns and ensure a positive onboarding experience.
• Perform bookkeeping, accounting, and month-end close tasks.
• Manage special onboarding projects for new clients.
• Attend weekly onboarding meetings to report to your team and manager.

Experience and Skills

• Strong understanding of client accounting operations and accounting principles.
• Bachelor’s degree preferred
• 5 years of experience in accounting
• NetSuite: 2 years (Preferred)
• Microsoft Excel: 3 years (Required)
• QuickBooks: 2 years (Required)
• Client onboarding: 1 year (Required)
• Client accounting: 2 years (Required)
• Prior experience in onboarding new clients. Experience in the client accounting and advisory space is a plus.
• Prior experience in a client accounting environment.
• Proficiency in QuickBooks and/or NetSuite.
• Proficiency in Excel.
• Excellent communication and interpersonal skills, with the ability to make complex concepts easy to understand.
• Project management skills.
• A proactive and detail-oriented approach to problem solving.

Pay Transparency:

Estimated salary range is $80,000 - $90,000 and is dependent on skills and experience.