Client Onboarding Project Manager
Cedarstone Holdings Inc.•Wheaton, IL
•Hybrid
About The Position
Cedarstone helps nonprofits change the world by running their back-office operations. We are looking for a Client Onboarding Project Manager to partner closely with our Client Experience and Financial Operations teams. In this role, you will be the architectural bridge that creates and leads a seamless implementation process for new clients and expanded services. You’ll take the baton from sales and design the roadmap that sets our clients up for long-term success.
Requirements
- Professional experience in project management, implementation, professional services, nonprofit operations, or accounting operations.
- Exceptional organization skills, clear communication, and a knack for building highly functional process documentation.
Nice To Haves
- Familiarity with AP, payroll, donation processing, or client service workflows is a huge plus.
Responsibilities
- Own and drive onboarding plans, timelines, and cross-functional team tasks.
- Coordinate the collection of essential setup details, from system access and banking to payroll and workflow requirements.
- Partner with internal leaders to ensure receiving teams are fully prepared and workflow expectations are crystal clear before a project wraps up.
- Continuously refine our onboarding checklists, templates, and tools while proactively keeping leadership ahead of any timeline or scope risks.
Benefits
- Medical insurance (approximately 75% employer-paid)
- 401(k) plan with company matching
- 10 paid holidays plus generous PTO
- Optional dental, vision, and supplemental insurance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
