Senior SMB Client Onboarding Partner
New
J
JobgetherBookkeeping and payroll
Based in the United StatesFull-TimeSenior
SalaryAnnual salary range of $62,800–$94,200
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Job Details
- Experience
- At least 5 years of related professional experience; Minimum of 1 year of client onboarding experience.
- Required Skills
- Problem SolvingAccountingBookkeepingAccount Management
Requirements
- Bachelor's degree required.
- At least 5 years of related professional experience.
- Minimum of 1 year of client onboarding experience.
- Knowledge of or familiarity with bookkeeping, payroll, or accounting processes.
- Ability to anticipate client needs and recommend appropriate products and services.
- Strong listening, negotiation, and presentation skills.
- Excellent written and verbal communication skills, particularly when supporting clients remotely across the United States.
- Ability to manage multiple projects simultaneously while maintaining attention to detail.
- Comfort working under pressure in a fast-paced environment.
- Strong problem-solving skills and ability to guide clients through complex onboarding requirements.
- Previous account management experience is an advantage.
- A bachelor's degree in Accounting or a related field is an advantage.
- Experience with CRM platforms, Xero, small business services, or client service operations is an advantage.
Responsibilities
- Serve as the primary point of contact for new clients throughout onboarding.
- Develop and execute tailored onboarding plans aligned with client needs and business objectives.
- Guide clients through setup of accounting, payroll, and virtual service platforms.
- Assist clients with state identification registrations and applicable financial and payroll compliance requirements.
- Review and optimize historical bookkeeping records, payroll data, tax filings, and financial statements.
- Identify discrepancies and coordinate adjustments, amendments, or corrective filings when necessary.
- Communicate with clients by email, text, and phone to collect documentation and complete onboarding milestones.
- Collaborate with sales, account management, and internal teams to facilitate transitions into ongoing services.
- Perform quality assurance reviews to verify compliance standards and readiness for recurring services.
- Document onboarding trends, recurring challenges, and client needs to support process improvement.
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