Client Accounting Onboarding Specialist

This is a fully remote position, open to applicants in Michigan.

📋 Description

• Oversee the onboarding of clients, implementation processes, and operational enhancement projects from the discovery phase to transition.

• Analyze client workflows, pinpoint areas for improvement, and create solutions that enhance efficiency, transparency, and scalability.

• Review accounting and operational procedures and suggest enhancements.

• Coordinate project schedules, timelines, deliverables, communication with stakeholders, and implementation efforts.

• Conduct discovery meetings, planning sessions, training workshops, and project progress updates.

• Assist clients in embracing new processes, technologies, and methodologies.

• Collaborate with internal teams and external partners to achieve client objectives.

• Create implementation strategies, workflow documentation, process diagrams, and training materials.

• Offer suggestions to enhance operational efficiency, support expansion, and minimize inefficiencies.

• Identify opportunities to connect clients with additional services and experts at Rehmann.

• Participate in the development of implementation methodologies, best practices, and scalable service offerings.

• Keep updated on new technologies, process improvement tactics, and industry developments.

⛳️ Requirements

• A minimum of 5 years of experience in accounting, consulting, business operations, project management, implementation services, process enhancement, or related disciplines.

• Familiarity with accounting operations and business processes.

• Proven experience in leading projects, initiatives, or client interactions involving multiple stakeholders.

• Strong organizational and planning capabilities with the ability to handle competing priorities.

• Experience guiding organizations through operational changes and process improvements.

• Ability to oversee projects from the planning stage to successful execution.

• Experience assessing workflows and recognizing areas for improvement.

• Excellent analytical and problem-solving skills.

• Skilled in managing change while fostering positive relationships with stakeholders.

• Experience in creating documentation, procedures, training materials, or operational best practices.

• High technological proficiency and eagerness to learn new systems, tools, and applications.

• Familiarity with business software, operational platforms, workflow solutions, or integrated technology environments.

• Capability to understand how technology aligns with business goals and operational performance.

• Interest in automation, AI, process optimization, and ongoing improvement initiatives.

• Outstanding communication and relationship-building abilities.

• Strong presentation, facilitation, and consulting skills.

• Dedication to providing exceptional client experiences.

• Inquisitive, improvement-oriented, self-driven, adaptable, entrepreneurial, and solution-focused.

• Strong sense of ownership and accountability.

• Proven integrity, professionalism, and a client-centric approach.

🏝️ Benefits

• Exceptional support, encouragement, and guidance from peers and leadership.

• Benefits that prioritize physical and mental well-being.

• Paid time off for volunteering and diversity-related initiatives.

• Flexible work arrangements.

• Opportunities for growth and development.

• Continuous learning and development opportunities.

• Meaningful chances to learn, lead, and make a difference.