Onboarding & Implementation Manager

Responsibilities

• Lead new client onboarding and transition projects from kickoff through first-close readiness and formal handoff.
• Oversee historical accounting catch-up and clean‑up, including resolution of legacy issues.
• Redesign and standardize charts of accounts aligned with service models.
• Execute data migrations, accounting system rebuilds, and workflow stabilization.
• Lead accounting system implementations, including Quick Books Online (QBO) and
• Deliver clients to ongoing teams in a condition that enables efficient, repeatable service with minimal rework.
• Remain accountable for onboarding quality through the initial post‑handoff transition period.
• Serve as primary client contact during onboarding engagements.
• Own scoping, pricing discipline, timelines, staffing plans, and budgets.
• Maintain scope discipline and proactively manage change requests.
• Communicate potential additional service offerings to clients.
• Collaborate with CAS leadership to maintain a portfolio of onboarding clients aligned with service models and pricing.
• Assist with project revenue and margin for onboarding services.
• Assist in the allocation of resources within the CAS team (who works on what and when).
• Monitor economics and escalate risks to margin or delivery.
• Coordinate with CAS leadership on process development, standardization, and improvement.
• Develop and evolve standardized onboarding processes and tools.
• Develop and standardize QBO and  consulting service offerings.
• Provide guidance and mentorship to junior team members through review feedback and knowledge sharing.
• Collaborate effectively with other Managers and junior team members to support engagement success.
• Delegate work effectively to junior team members based on their qualifications, capabilities, and interests.
• Maintain strict confidentiality of all firm and client information.
• Adhere to firm policies, procedures, and ethical standards.
• Maintain accurate and timely time records in accordance with firm billing requirements.
• Actively seek opportunities to be chargeable while balancing quality, client service, and professional responsibilities.

• Strong understanding of accounting principles, financial reporting, and regulatory compliance within a business environment.
• Ability to analyze complex issues, resolve discrepancies, and apply sound professional judgment.
• Strong organizational skills with the ability to manage multiple clients, priorities, and deadlines.
• Effective written and verbal communication skills for client interaction and internal collaboration.
• Proficiency in Microsoft Word and Excel; experience with accounting and workflow software preferred.
• Demonstrated commitment to delivering high‑quality client service and maintaining professional standards.
• Bachelor’s degree or higher in accounting or a related field required.
• Minimum of 5-7 years of relevant accounting experience.
• Quick Books Online Pro Advisor Certification encouraged or required based on engagement needs.

• Accounting principles
• Financial reporting
• Data migrations
• Accounting system implementations
• Quick Books Online
• Workflow stabilization
• Charts of accounts redesign
• Project revenue management
• Budget management

• Organizational skills
• Communication skills
• Client service
• Problem‑solving
• Mentorship
• Collaboration
• Change management
• Time management
• Leadership
• Confidentiality

• Quick Books Online Pro Advisor Certification
• Bachelor’s degree in accounting