Client Onboarding Consultant
New
E
e2EAccounting and Finance
Applicants should either currently reside in the Kansas City Metro area or reside in one of the following states where e2E is already established: AL, AZ, FL, IL, KS, KY, MO, SC, TN, TX.Full-TimeMiddle
Salary$75,000 – $90,000 / year
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Job Details
- Experience
- Six (6) or more years
- Required Skills
- Project ManagementMicrosoft OfficeAccounting
Requirements
- Bachelor's degree in accounting required; CPA preferred.
- Six (6) or more years of relevant accounting or financial operations experience.
- Strong knowledge of accounting operations, systems setup, and project management.
- Hands-on experience with bank/credit card reconciliations, accounts payable/receivable, payroll processing, and monthly close.
- Experience with adjusting journal entries and financial statement preparation.
- Proficiency with QuickBooks Online.
- Skilled in Microsoft Office Suite and document-sharing platforms like Dropbox.
- Experience with virtual collaboration tools such as Zoom or GoToMeeting.
- Exceptional attention to detail and ability to manage multiple client onboardings simultaneously.
- Strong project management, problem-solving, and troubleshooting skills.
Responsibilities
- Contribute to the development, documentation, and ongoing refinement of a scalable client onboarding process.
- Manage assigned client onboarding activities and serve as the key point of contact for accounting and finance tasks.
- Review prospect introduction call notes to understand client goals and onboarding requirements.
- Develop onboarding request lists, timelines, and schedules while monitoring progress against service-level agreements.
- Coordinate payroll setup and transitions for new clients.
- Perform general ledger mapping and ensure alignment with accounting standards.
- Review and correct client accounting records to ensure accuracy and compliance.
- Implement efficiencies in accounting files, including bank rules and automated processes.
- Produce the first month of full-charge bookkeeping for new clients.
- Facilitate the handoff of clients from onboarding to the internal accounting team.
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