Director of Client Onboarding - Non Profit Accounting- Mostly Remote

$175,000 - $175,000/Yr

Phyton Talent Advisors - Billings, MT

Full-time - Director

Billings, MT

Professional, Scientific, and Technical Services

About the position

The Director of Onboarding at a management consulting firm specializing in finance and accounting services for not-for-profit organizations will lead the onboarding process for new clients. This role focuses on ensuring a seamless transition into financial and operational systems while tailoring onboarding plans to meet client-specific needs. The position requires strong project management skills and the ability to maintain high levels of client satisfaction through effective communication and collaboration with various functional teams.

Responsibilities

• Lead the onboarding process for new clients, ensuring all necessary steps are taken for a seamless transition into financial and operational systems.
• Conduct discovery sessions with clients to tailor onboarding plans according to their processes, challenges, and goals.
• Align processes to enable client workflows, adapting to meet client needs while ensuring adherence to standards.
• Oversee the successful migration of client data into financial systems, ensuring accuracy and completeness of the transition process.
• Develop comprehensive onboarding project plans, outlining key milestones, timelines, and deliverables.
• Manage multiple onboarding projects simultaneously, ensuring each project stays on schedule and meets defined objectives.
• Communicate frequently with clients, providing regular updates on progress, addressing concerns, and offering solutions to obstacles during onboarding.
• Serve as the primary point of contact during the onboarding process, ensuring high levels of client satisfaction and responsive service.
• Collaborate with client executives and stakeholders to secure buy-in on process changes and guide them through system adoption.
• Work closely with AP, Contracts, and GL/Accounting functional owners to ensure alignment with client needs during onboarding.
• Facilitate cross-departmental communication to ensure all internal teams understand the client's operational requirements.
• Provide leadership and guidance to the internal onboarding team, ensuring adherence to the client's onboarding schedule.
• Generate onboarding reports for internal stakeholders and clients, outlining progress, challenges, and solutions.
• Analyze onboarding data to identify patterns, inefficiencies, and opportunities for improvement.

Requirements

• Strong client relationship management experience, particularly with non-profits in a public accounting or management consulting setting.
• Proven experience in project management and leading onboarding processes.
• Excellent communication and interpersonal skills to interact with clients and internal teams effectively.
• Ability to analyze data and generate reports to identify areas for improvement.

Nice-to-haves

• Experience working with financial systems and data migration processes.
• Familiarity with operational workflows in not-for-profit organizations.

Benefits

• Salary range of $145,000 to $175,000 base plus bonus and benefits, depending on experience.