CAAS Client Onboarding Manager
About The Position
We are seeking a CAAS Client Onboarding Manager to support our growing Client Accounting and Advisory Services (CAAS) practice. This role is responsible for leading the onboarding and implementation process for new client engagements—from signed engagement letter through successful launch. This individual will serve as the bridge between business development and delivery, ensuring a seamless transition into ongoing service while building scalable processes, tools, and standards for onboarding. This is a high-impact role ideal for someone who combines strong accounting acumen, project management capability, and client service orientation, and enjoys bringing structure and clarity to complex, fast-moving environments.
Requirements
- Bachelor’s degree in Accounting, Finance, Business, or related field
- 8–12 years of professional experience, with a mix of accounting, operations, or client service
- 3–6+ years of experience in onboarding, implementation, project management, or client-facing coordination roles
- Strong understanding of financial statements (balance sheet, income statement, cash flow) and business operations
- Familiarity with small and midsize enterprise organizations, including common leadership structures, financial reporting needs, and operational challenges.
- Proven ability to manage multiple workstreams, timelines, and stakeholders in a fast-paced environment
- Tech-savvy, with experience using CRM systems, project management tools, and accounting or financial platforms
- Excellent communication skills with the ability to interact effectively with clients and cross-functional teams
- Highly organized, detail-oriented, and process-driven, with a focus on continuous improvement
Nice To Haves
- Background in outsourced accounting, CAS/CAAS, public accounting, or professional services environments strongly preferred
- Client Accounting Services (CAS/CAAS) teams
- Outsourced accounting or advisory environments
- Implementation or onboarding roles within professional services or financial services
- Corporate accounting roles with strong systems and cross-functional project exposure
Responsibilities
- Own the end-to-end onboarding process for new CAAS engagements, ensuring a smooth and timely transition from sales to service delivery
- Develop and manage onboarding plans, timelines, and checklists to drive accountability and consistency
- Coordinate cross-functional handoffs between business development, client service teams, and internal stakeholders
- Lead onboarding activities across multiple concurrent engagements, managing timelines, risks, and dependencies
- Facilitate internal and client kickoff meetings, including agenda development, documentation, and follow-up
- Track onboarding milestones, proactively identify delays or gaps, and escalate issues as needed
- Translate discovery and sales insights into actionable onboarding plans
- Gather and organize client data, documentation, and system access needed for launch
- Coordinate setup of accounting systems, payroll, bill pay, document management, and banking access
- Review client financial information to identify data gaps and ensure onboarding readiness
- Develop and refine onboarding SOPs, templates, and tools to support scalability
- Identify opportunities to improve efficiency, communication, and client experience
- Partner with delivery teams post-launch to ensure successful transition and capture feedback
Benefits
- Competitive salary up to $120K + bonus eligibility
- Hybrid work environment with flexibility
- High-visibility role with direct impact on a growing CAAS practice
- Collaborative, team-oriented culture within a respected CPA firm
- Opportunity to help define and scale onboarding processes as the practice grows
- Medical, Dental, and Vision plans
- HSA and FSA
- Voluntary Long-Term Disability
- Company paid Short-Term Disability
- Paid parenting leave
- 401k plan with company match after 6 months of service
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
