Client Onboarding Project Manager

Jobgether

10h • $65,000 • Remote

About The Position

This role is designed for a highly organized, people-focused professional who thrives at the intersection of project management, client communication, and operational execution. The Client Onboarding Project Manager will own the onboarding experience for new clients, guiding them through complex processes with clarity, empathy, and efficiency. You will manage multiple client onboarding projects simultaneously, coordinate across internal teams, and ensure timely handoffs while maintaining high standards of accuracy and client satisfaction. Success in this position requires strong emotional intelligence, proactive problem-solving, and excellent communication skills. The environment is fully remote, collaborative, and fast-paced, with a focus on process improvement, scaling operations, and delivering an exceptional client experience.

Requirements

• 1-2 years of experience in project management, client services, accounting, or sales tax operations.
• Proven ability to manage projects with multiple moving parts, deadlines, and dependencies.
• Proficiency in Excel and comfort working with complex, data-heavy spreadsheets.
• Strong written and verbal communication skills, with the ability to explain complex concepts clearly.
• Exceptional emotional intelligence, empathy, and client-facing skills.
• Highly organized, proactive, and capable of managing multiple clients and priorities simultaneously.
• Bachelor’s degree or equivalent relevant work experience.

Nice To Haves

• Prior sales tax experience or education
• Experience in remote work environments.

Responsibilities

• Own the end-to-end client onboarding process, from initial sign-up to full setup for ongoing operations.
• Build and manage onboarding timelines, track dependencies, and proactively remove blockers to ensure projects move forward efficiently.
• Serve as the primary point of contact for clients, translating complex processes into clear, actionable guidance and ensuring clients feel supported and confident.
• Coordinate across internal teams to align workstreams, facilitate handoffs, and maintain clear visibility of onboarding status.
• Analyze client transaction data to ensure accurate setup and mapping, identifying gaps or inconsistencies for resolution.
• Contribute to process improvements that enhance onboarding efficiency, scalability, and client experience.
• Maintain accurate documentation of workflows, client communications, and project deliverables.

Benefits

• Target compensation of $65,000 annually.
• 43 days off per year, including holidays, PTO, and volunteer days.
• 100% company-covered health, short-term, and long-term disability insurance; 99% coverage for dental and vision.
• 401(k) plan with generous company matching.
• Fully remote role with core working hours of 11 AM – 4 PM EST.
• Profit-sharing program eligibility after one year.
• Opportunities for professional development, mentorship, and continuous learning.
• Inclusive and collaborative culture that values diversity, equity, and employee well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees