Bookkeeper360 is hiring a
Onboarding Manager

Summary

The job is for an Onboarding Manager at Bookkeeper360, a fast-growing financial technology company that offers full-service accounting, payroll, tax, advisory, and AI-driven software. The role involves managing client relationships, team management, and various accounting tasks.

Requirements

• 4-year degree in accounting (BS/MS/MBA) | CPA preferred
• Minimum of 5 years of accounting experience
• 3-5 years experience in a managerial role
• 2-3 years experience onboarding new clients
• Cloud-based accounting experience

Responsibilities

• Establish, Build, and Manage client relationships
• Manage a team of 2-5 Accountants to ensure timely, accurate onboarding of all new clients
• Build processes and create operational efficiencies within client portfolios
• Build a chart of accounts based on business functions and reporting needs
• Ensure Accuracy, Quality Control, and profitability of Onboarding Department
• Management and oversight of client financial statements on an accrual-basis accounting
• Facilitate an effective transition of clients from the Onboarding Department to the Client Services Department
• Reconcile year-end tax and payroll to books
• Review workflow and business operations and make cloud technology and app recommendations to increase efficiencies
• Apply knowledge of inventory costing, valuation, and internal controls
• Assist Sales Team members as needed with quoting client engagements
• Proactive in raising questions and issues to bring to leadership's attention
• Cross-sell Bookkeeper360’s platform of services
• Point of contact for escalation for client-related issues

Preferred Qualifications

• Thrives in a fast-paced environment
• Has a thirst for knowledge of the newest accounting technology and for utilizing technology to build efficiencies
• A passion for serving small businesses
• Proven track record of providing valuable insights to small businesses; helping them grow
• Experience managing cash flow for small businesses

Benefits

• Salary range from $80,000-$100,000/year + variable compensation plan after the first 6 months
• Comprehensive benefits package including medical, dental, vision, and 401K with employer match
• Paid parental leave and job security for all new parents (Moms, Dads, Adoptive, Foster)
• Fully remote workplace
• Unlimited PTO after the first year
• Company-paid holidays
• Virtual team-building activities and other company-wide events
• Collaborative team-based work environment
• Career path and advancement opportunities - company policy of promoting from within