Client Onboarding Consultant

e2E•Kansas City, MO

4d•Hybrid

About The Position

The Client Onboarding Consultant plays a critical role in successfully onboarding new clients by coordinating and executing assigned accounting and finance‑related onboarding tasks. This role partners closely with internal teams and clients to ensure a smooth, accurate, and scalable transition into e2E’s services, delivering

Requirements

Bachelor’s 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.
Hands‑on 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 client‑centric mindset.
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 fast‑paced environment.
Expert project management, problem‑solving, and troubleshooting skills.
Comfortable learning and leveraging new technologies to improve processes and client outcomes.
Self‑motivated, accountable, and focused on continuous improvement.

Responsibilities

Contribute to the development, documentation, and ongoing refinement of a comprehensive, client‑focused, 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 finance‑related 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 service‑level 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 full‑charge 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 client‑related projects as assigned.