Client Onboarding Specialist

Job Summary

A company is looking for a Client Onboarding Specialist to facilitate the onboarding process for nonprofit clients.

Key Responsibilities

• Conduct comprehensive assessments of client organizations, including financial systems and compliance requirements
• Design and implement financial frameworks tailored to client needs, including reporting templates and budget structures
• Create workflow documentation and provide training for client staff on new processes and systems

Required Qualifications

• Bachelor's degree in accounting, business, nonprofit management, or related field preferred
• 3-5 years of experience in nonprofit financial management, consulting, or operations management
• Strong project management skills with experience managing multiple client relationships
• Experience with QuickBooks Online and nonprofit bookkeeping
• Ability to embrace and integrate technology tools for operational efficiency