Client Onboarding Consultant
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Job Location:
Kansas City, KS - USA
Monthly Salary:
Not Disclosed
Posted on:
14 hours ago
Vacancies:
1 Vacancy
Job Summary
Accounting Consultant
519 Southwest Blvd Kansas City MO 64108 USA
This position is based in the Kansas City MO area and offers remote and hybrid work arrangements. Applicants should either currently reside in the Kansas City Metro area or plan to relocate to Kansas City.
e2E helps startups small businesses and nonprofits successfully grow to the next level by providing the strategic finance human resources payroll services and/or tax expertise they need to succeed freeing them to focus on the growth and profitability of their businesses.
To learn more about e2E visit our website at .
The Client Onboarding Consultant plays a critical role in successfully onboarding new clients by coordinating and executing assigned accounting and financerelated onboarding tasks. This role partners closely with internal teams and clients to ensure a smooth accurate and scalable transition into e2Es services delivering
Essential Duties and Responsibilities
- Contribute to the development documentation and ongoing refinement of a comprehensive clientfocused and scalable client onboarding process for e2E.
- Create own and manage assigned client onboarding activities serving as a key point of contact for accounting and financerelated onboarding tasks.
- Review prospect introduction call notes and recordings to understand client goals engagement scope and onboarding requirements.
- Develop onboarding request lists timelines schedules and agendas and actively monitor progress against internal and client servicelevel agreements (SLAs).
- Proactively communicate status updates risks scheduling changes or deviations to the Chief Client Success Officer and the Client Onboarding team.
- Establish and manage onboarding schedules and task calendars for each assigned client.
- Coordinate payroll setup activities including transitioning payroll providers when required.
- Perform general ledger mapping and ensure alignment with e2E accounting standards.
- Review update and correct client accounting records to ensure accurate accounting practices and compliance.
- Identify and implement efficiencies within client accounting files including bank rules automated processes and report generation.
- Produce the first month of fullcharge bookkeeping for new clients as part of the onboarding process.
- Ensure accuracy and completeness of all adjusting journal entry schedules.
- Draft accounting manuals and onboarding checklists for new clients using established templates.
- Facilitate a smooth handoff and transition of clients from onboarding to the internal accounting team.
- Initiate and implement continuous improvement efforts to enhance the onboarding experience internal workflows efficiency and scalability.
- Perform additional onboarding tasks and clientrelated projects as assigned.
Minimum Requirements
- Bachelors degree in accounting required; CPA preferred.
- Six (6) or more years of relevant accounting or financial operations experience.
- Strong accounting and financial operations knowledge including systems setup and project management.
- Handson experience performing bank and credit card reconciliations accounts payable and receivable payroll processing monthly close adjusting journal entries and financial statement preparation.
- Experience setting up and running payroll preferred.
- Proficiency with QuickBooks Online is required; experience with other accounting software is a plus.
- Skilled in Microsoft Office Suite document-sharing platforms (Dropbox etc.) and virtual collaboration tools (e.g. Zoom GoToMeeting).
- Exceptional customer service skills with a clientcentric mindset.
Knowledge Skills and Abilities
- Exceptional attention to detail with the ability to execute onboarding tasks accurately and efficiently.
- Excellent written and verbal communication skills with the ability to communicate professionally and effectively with clients and internal stakeholders.
- Highly organized and capable of managing multiple client onboardings simultaneously in a fastpaced environment.
- Expert project management problemsolving and troubleshooting skills.
- Comfortable learning and leveraging new technologies to improve processes and client outcomes.
- Selfmotivated accountable and focused on continuous improvement.
Benefits
- Competitive salary and performance-based bonuses.
- Comprehensive benefits package including healthcare and retirement plans.
- Professional development opportunities and ongoing training.
- Collaborative and innovative work environment.
- Opportunity to work with diverse and exciting clients.
- Company culture that values creativity initiative and growth.
Additional Information: All offers are contingent on successful completion of a background screen.
Required Experience:
Contract
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Payroll and Benefits Consultant 519 Southwest Blvd, Kansas City, MO 64108, USA Full-time e2E helps startups, small businesses, and nonprofits successfully grow to the next level by providing them with the strategic finance, human resources, and/or tax expertise they need to succeed; f ... View more
