Related skills
netsuite excel bill.com xero expensify📋 Description
- Own the client relationship during onboarding from signed agreement to handoff.
- Lead structured onboarding with defined scope, timelines, roles, and success criteria.
- Serve as senior escalation point for onboarding issues.
- Manage onboarding budget.
- Ensure delivery team readiness before transition to steady state.
🎯 Requirements
- Onboarding or transitioning clients in outsourced accounting/advisory/consulting.
- Background with high-growth, multi-entity, or complex operations.
- Experience building/refining onboarding frameworks and documentation.
- Proven ability to manage multiple projects and priorities.
- Executive-level client relationship experience.
- Advanced knowledge of GAAP and financial reporting.
🎁 Benefits
- Health, Dental, and Vision Insurance (employee coverage 100%).
- Flexible Spending Accounts and 401(k) participation.
- 3 weeks PTO.
- Voluntary Life Insurance and Disability plans.
- Work-from-home allowance.
- Flexible schedule for primary caregivers or reduced hours.
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