Client Accounting Onboarding Specialist

Rehmann • Michigan (Remote), MI

1d

About The Position

At Rehmann, we help organizations strengthen accounting operations, optimize business processes, and leverage technology to support growth, improve efficiency, and create long-term value. We're seeking a Client Accounting Onboarding Specialist to lead implementation and transformation engagements that help clients modernize operations, improve workflows, and build scalable accounting and business processes. This role combines project leadership, process improvement, technology enablement, and client advisory services. You'll partner with business owners, finance leaders, and internal teams to evaluate challenges, design practical solutions, lead implementation efforts, and guide successful transitions into long-term support models. If you're energized by solving complex business challenges, leading meaningful change, and helping organizations operate more effectively, this may be the opportunity you're looking for.

Requirements

• 5+ years of experience in accounting, consulting, business operations, project management, implementation services, process improvement, or related fields.
• Understanding of accounting operations and business processes.
• Experience leading projects, initiatives, or client engagements involving multiple stakeholders.
• Strong organizational and planning skills with the ability to manage competing priorities.
• Experience helping organizations navigate operational change and process improvement efforts.
• Ability to lead projects from planning through successful completion.
• Experience evaluating workflows and identifying opportunities for improvement.
• Strong analytical and problem-solving skills.
• Ability to manage change while maintaining positive stakeholder relationships.
• Experience developing documentation, procedures, training materials, or operational best practices.
• Strong technology aptitude and willingness to learn new systems, tools, and applications.
• Experience working with business software, operational platforms, workflow solutions, or integrated technology environments.
• Ability to understand how technology supports business objectives and operational performance.
• Interest in automation, AI, process optimization, and continuous improvement initiatives.
• Exceptional communication and relationship-building skills.
• Ability to establish trust and credibility with clients and team members.
• Strong presentation, facilitation, and consultation skills.
• Commitment to delivering outstanding client experiences.
• Collaborative mindset with a passion for helping others succeed.
• Curious and improvement-minded.
• Self-motivated and adaptable.
• Entrepreneurial and solution-oriented.
• Strong sense of ownership and accountability.
• Committed to continuous learning and development.
• Demonstrates integrity, professionalism, and a client-first approach.

Nice To Haves

• Experience supporting operational transformation or business process improvement initiatives.
• Exposure to accounting, finance, or outsourced accounting environments.
• Experience managing technology-enabled business projects.
• Experience facilitating client onboarding, implementation, or organizational change efforts.
• Familiarity with workflow automation, reporting tools, or integrated business systems.

Responsibilities

• Lead client onboarding, implementation, and operational improvement engagements from discovery through transition.
• Partner with clients to assess current processes, identify opportunities, and develop solutions that improve efficiency, visibility, and scalability.
• Evaluate accounting and operational workflows and recommend improvements that support stronger business outcomes.
• Manage project plans, timelines, deliverables, stakeholder communication, and implementation activities.
• Facilitate discovery meetings, planning sessions, training workshops, and project updates.
• Help clients adopt new processes, technologies, and ways of working that support long-term success.
• Collaborate with internal professionals and external partners to deliver exceptional client outcomes.
• Develop implementation plans, workflow documentation, process maps, and training resources.
• Provide proactive recommendations that improve operational effectiveness, support growth initiatives, and reduce process inefficiencies.
• Identify opportunities to connect clients with additional Rehmann services and specialists that support their evolving needs.
• Contribute to the development of implementation methodologies, best practices, and scalable service offerings.
• Stay informed on emerging technologies, process improvement strategies, and industry trends that can create additional value for clients.

Benefits

• exceptional support, encouragement, and guidance
• programs and benefits that encourage growth and development and align with their needs and goals
• benefits focused on physical and mental health
• paid time off for volunteering and diversity-related activities
• flexible work arrangements

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed