Client Onboarding & Growth Operations Associate

Byrne | Zizzi•Oxford, MS

About The Position

This role is a key driver of the firm’s growth, strengthening client conversion, enhancing operational execution, and providing leadership with data‑driven insights. It combines executive support, client onboarding oversight, and analytical rigor to ensure prospective clients transition smoothly into long‑term, well‑aligned relationships. The individual manages the full onboarding lifecycle from signed engagement through internal handoff while delivering the reporting, insights, and operational discipline needed to support informed decision making and scalable growth. The role also exercises discretion and independent judgment on matters of significance, shaping policies, standards, and process improvements that influence client experience, operational efficiency, and firm‑wide outcomes.

Requirements

Advanced Excel proficiency (pivot tables, formulas, dashboards; Power Query a plus)
Strong analytical abilities with a focus on converting data into actionable insights
Exceptional organizational and project management skills
Clear, professional communication with clients, stakeholders, and leadership
Detail oriented with the ability to identify process gaps and drive improvements
Proactive, solutions-oriented mindset with consistent follow through
Demonstrated ability to work independently, exercise sound judgment, and manage competing priorities in a fast-paced environment
Bachelor’s degree preferred in Business Administration, Accounting, Finance, Economics, Analytics, or related fields.
An equivalent combination of education and relevant experience will be considered.

Nice To Haves

Experience in a CPA firm, professional services, finance, or operations in a heavy environment preferred.

Responsibilities

Own and manage the end-to-end onboarding process for new clients, ensuring accuracy, timeliness, and a white-glove experience.
Coordinate intake documentation, authorizations, billing setup, and internal workflow handoff across Tax, Client Advisory and Accounting Services, and Client Success teams.
Serve as the primary point of contact during onboarding, setting clear expectations and maintaining momentum.
Support Business Development leadership with pipeline management, proposal tracking, and follow-up execution.
Maintain and analyze CRM and onboard data across firm technical infrastructure to identify trends, bottlenecks, and opportunities for improvement.
Prepare dashboards, reports, and Excel models to support forecasting, conversion metrics, and capacity planning.
Act as a trusted partner to BD leadership, proactively anticipating needs and solving problems before they surface.
Strategic executive support for two members of leadership (eg.,"calendar management in support of strategic prioritization and operational alignment”).
Prepare meeting materials, summaries, and data-driven insights for leadership discussions.
Assist with special projects related to growth strategy, pricing analysis, and service line expansion.
Continuously improve onboarding workflows, templates, and internal controls
Leverage Excel and other tools to automate reporting, track KPIs, and improve operational efficiency
Document and standardize processes to support scalability and consistency