Client Onboarding Manager - Accounting

Breakwater Accounting + Advisory•Wilmington, DE

2d•$85,000 - $120,000•Remote

About The Position

This is a key position on our onboarding Client Solutions team, responsible for managing the new client experience coming into Breakwater. This is a hands-on leadership position where your accounting expertise, judgment, and ability to guide both clients and team members directly shape long-term client success. You’ll lead a team, serve as the primary client contact during onboarding, and ensure every client is set up with clean financials, clear processes, and confidence in their numbers.

Requirements

5+ years of accounting or bookkeeping experience (CPA firm, CAS, or other outsourced environment strongly preferred)
Bachelor’s degree (or higher) in Accounting
Strong controller-level skills, including financial review and issuing statements. Familiarity with revenue recognition, deferred revenue, and other advanced accounting topics.
Experienced managing multiple clients and priorities simultaneously and driving them to completion
Proven people leader who can develop talent and hold a high bar
Goal-oriented, process-oriented and detail-driven, without losing sight of the bigger picture
Tech-savvy, with strong, recent QuickBooks Online experience

Nice To Haves

Experience with onboarding or project management in an outsourced accounting or professional services setting.
Exposure to audit processes or internal control design.

Responsibilities

Leading the full onboarding lifecycle for new clients - from kickoff through transition to their long-term team
Developing client relationships - building trust through clear communication and strong financial guidance
Building, refining, and scaling onboarding processes to improve speed, quality, and client experience
Aligning across AP, AR, Payroll, and Accounting teams to ensure all services are delivered seamlessly
Leading and coaching a team - holding accountability while helping them grow