Client Onboarding Project Manager

This is a fully remote position, open to applicants in Arizona, +11 more locations.

📋 Description

• Oversee and implement onboarding strategies, timelines, and collaborative tasks across teams.

• Manage the gathering of crucial setup information, such as system access, banking, payroll, and workflow needs.

• Collaborate with internal leaders to guarantee that receiving teams are adequately prepared.

• Define workflow expectations prior to project completion.

• Continuously enhance onboarding checklists, templates, and resources.

• Actively update leadership on any risks related to timelines or project scope.

• Collaborate with the Client Experience and Financial Operations teams.

• Create implementation roadmaps for new clients and additional services.

⛳️ Requirements

• Proven experience in project management, implementation, professional services, nonprofit operations, or accounting operations.

• Outstanding organizational abilities.

• Effective communication skills.

• Capacity to develop comprehensive process documentation.

• Knowledge of AP, payroll, donation processing, or client service workflows is advantageous.

• Availability for a full-time, 40-hour work week.

• Must reside in one of the registered states: Arkansas, Arizona, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Kansas, Michigan, North Carolina, Ohio, Tennessee, or Texas.

🏝️ Benefits

• Medical insurance (approximately 75% employer-paid).

• 401(k) plan with company matching.

• 10 paid holidays plus generous PTO.

• Optional dental, vision, and supplemental insurance.

• Flexible, remote-friendly culture.

• Work from home or hybrid arrangement.

• Fully remote option available from registered states.