JOB SUMMARY:

We are seeking a detail-oriented Client Onboarding Specialist to be the friendly, capable bridge between new client acquisition and ongoing service delivery. You’ll ensure a smooth, thoughtful, and well-organized start for our nonprofit clients, setting them up for long-term success with our financial services.
In this role, you’ll lead all aspects of onboarding - data collection, systems setup, internal coordination, while also overseeing key operational functions like access management, invoicing oversight, and administrative support. You’ll work closely with clients and internal teams to ensure every step of their journey with us feels seamless, supported, and aligned with their goals.
The ideal candidate is highly organized, comfortable juggling multiple priorities, and thrives in a collaborative, fast-paced, client-facing environment. You’ll bring a mix of project management skills, nonprofit financial knowledge, and a genuine passion for building strong client relationships from day one.

TRAINING AND KNOWLEDGE TRANSFER

• Design and deliver training programs for client staff on new processes, systems, and reporting requirements
• Provide hands-on support during initial implementation period with regular check-ins and process adjustments
• Execute formal transition from onboarding to ongoing service delivery teams

REQUIRED SKILLS/ABILITIES:

• Strong project management skills with the ability to juggle multiple priorities
• Customer service experience with a problem-solving mindset
• Experienced with 501(c)(3) nonprofit bookkeeping and operations
• Experience with QuickBooks Online (preferably Certified Level 1 ProAdvisor)
• Embrace technology like Google Workspace, Monday.com, Expensify, Slack, Zoom, Gusto, SaasAnt, and have experience integrating software with QuickBooks Online
• Strong written and verbal communication skills
• Ability to translate complex processes into user-friendly documentation and training

BONUS SKILLS/ABILITIES:

• Experience with nonprofit audits, FASB and GAAP requirements, and restricted funds management
• Experience with email marketing platforms and website content management systems
• Advanced skills in Google Sheets
• Experience with client relationship management including onboarding, account management, or similar client-facing operational roles

EDUCATION AND EXPERIENCE:

• Bachelor’s degree in accounting, business, nonprofit management, or related field preferred; or equivalent combination of education and relevant experience
• 3-5 years of experience in nonprofit financial management, financial consulting, client services, or operations management
• Demonstrated project management experience with multiple client relationships
• Experience supporting multiple nonprofit organizations, departments, or projects

PHYSICAL REQUIREMENTS:

• Prolonged periods of sitting at a desk and working at a computer
• Repeated and coordinated use of your hands, wrists, and fingers to use and type on a computer keyboard, requiring the use of fine motor skills
• Close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus
• Ability to stand for extended periods during the annual team retreat