Senior Small Business Onboarding Partner

A company is looking for a Senior Small Business Client Onboarding Partner to lead new clients through the onboarding process.

Key Responsibilities

Act as the primary point of contact for new clients during the onboarding process

Develop and execute tailored onboarding plans that align with client needs and business goals

Guide clients through setup on accounting, payroll, and virtual platforms, ensuring compliance with regulations

Required Qualifications

Bachelor's degree in Accounting or related field

1 year of client onboarding experience

5 years minimum related work experience

Knowledge or familiarity with bookkeeping, payroll, or accounting

Ability to work under pressure in a fast-paced environment