Client Onboarding Project Manager
Cedarstone Holdings Inc.•Wheaton, IL
•$60,000 - $70,000•Hybrid
About The Position
Cedarstone helps nonprofits change the world by running their back-office operations. The Client Onboarding Project Manager will partner closely with the Client Experience and Financial Operations teams. This role is responsible for creating and leading a seamless implementation process for new clients and expanded services, taking the baton from sales and designing the roadmap for client success.
Requirements
- Professional experience in project management, implementation, professional services, nonprofit operations, or accounting operations.
- Exceptional organization skills.
- Clear communication skills.
- A knack for building highly functional process documentation.
Nice To Haves
- Familiarity with AP, payroll, donation processing, or client service workflows.
Responsibilities
- Own and drive onboarding plans, timelines, and cross-functional team tasks.
- Coordinate the collection of essential setup details, including system access, banking, payroll, and workflow requirements.
- Partner with internal leaders to ensure receiving teams are fully prepared and workflow expectations are clear before project completion.
- Continuously refine onboarding checklists, templates, and tools.
- Proactively inform leadership of any timeline or scope risks.
Benefits
- Medical insurance (approximately 75% employer-paid)
- 401(k) plan with company matching
- 10 paid holidays
- Generous PTO
- Optional dental insurance
- Optional vision insurance
- Optional supplemental insurance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
