Client Onboarding Project Manager

Cedarstone • Wheaton, IL

1d • $60,000 - $70,000

About The Position

Cedarstone is seeking a Client Onboarding Project Manager to partner with its Client Experience and Financial Operations teams. The role leads implementation processes for new clients and expanded services, taking over from sales and designing the roadmap that prepares clients for long-term success. It does not involve day-to-day accounting or managing long-term accounts.

The Project Manager owns onboarding plans and timelines, coordinates setup information and cross-functional tasks, prepares receiving teams for handoff, and improves onboarding processes and documentation. This is a full-time, 40-hour-per-week, exempt role that reports directly to the Chief Operating Officer. It may be performed remotely or in a hybrid arrangement.

Requirements

• Professional experience in project management, implementation, professional services, nonprofit operations, or accounting operations.
• Exceptional organization skills.
• Clear communication skills.
• Ability to build highly functional process documentation.

Nice To Haves

• Familiarity with accounts payable (AP), payroll, donation processing, or client service workflows.

Responsibilities

• Own and drive onboarding plans, timelines, and cross-functional team tasks.
• Coordinate collection of setup details, including system access, banking, payroll, and workflow requirements.
• Partner with internal leaders to prepare receiving teams and clarify workflow expectations before projects conclude.
• Continuously refine onboarding checklists, templates, and tools.
• Keep leadership informed proactively about timeline or scope risks.

Benefits

• Medical insurance (approximately 75% employer-paid).
• 401(k) plan with company matching.
• 10 paid holidays plus generous paid time off (PTO).
• Optional dental, vision, and supplemental insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed