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Onboarding Manager - Remote Client Accounting

Posted 16 weeks ago
Finance / Legal
Full Time
Worldwide
$90,000 - $110,000/year

Overview

As an Onboarding Manager at Bookkeeper360, you will play a crucial role in managing client success and leading a team to ensure effective onboarding of new clients.

In Short

  • Manage a team of accountants for client onboarding.
  • Review financial statements and assess bookkeeping needs.
  • Generate quotes and proposals for potential clients.
  • Build and manage client relationships.
  • Ensure accuracy and quality control in onboarding processes.
  • Facilitate transitions from onboarding to client services.
  • Cross-sell Bookkeeper360’s services.
  • Utilize cloud technology to improve efficiencies.
  • Collaborate with the sales team on client engagements.
  • Drive improvements and innovations within the team.

Requirements

  • 4-year degree in accounting; CPA preferred.
  • Minimum of 5 years of accounting experience.
  • 3-5 years in a managerial role.
  • 2-3 years onboarding new clients.
  • Experience with cloud-based accounting.

Benefits

  • Salary range from $90,000-$110,000/year + variable compensation.
  • Comprehensive benefits package including medical, dental, and vision.
  • Unlimited PTO after the first year.
  • Fully remote workplace.
  • Career advancement opportunities.
Bookkeeper360 logo

Bookkeeper360

Bookkeeper360 is a fintech accounting solution dedicated to helping small business owners streamline their financial management. With over 10 years of experience, the company offers a range of services including tech-enabled accounting, advisory, fractional CFO and controller services, payroll, and tax services, all supported by a team of U.S.-based CPAs and accounting experts. Bookkeeper360 has developed proprietary software that provides clients with access to their financials, and has been recognized as one of the fastest growing companies by Inc. 5000, as well as a top workplace. The firm is currently in a hyper-growth stage, having recently secured funding to enhance its technology and expand its team to better serve its growing client base.

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