Senior SMB Client Onboarding Partner

Accountabilities: You will lead the onboarding journey for new small business clients, ensuring their financial and payroll services are accurately configured and ready for ongoing support. Your responsibilities will include: Serve as the primary point of contact for new clients throughout the onboarding process. Develop and execute tailored onboarding plans aligned with individual client needs and business objectives. Guide clients through the setup of accounting, payroll, and virtual service platforms. Assist clients with state identification registrations and applicable financial and payroll compliance requirements. Review and optimize historical client information, including bookkeeping records, payroll data, tax filings, and financial statements. Identify discrepancies and coordinate appropriate adjustments, amendments, or corrective filings when necessary. Communicate proactively with clients by email, text, and phone to collect documentation, clarify requirements, and ensure onboarding milestones are completed on time. Collaborate with sales, account management, and other internal teams to facilitate smooth transitions into ongoing services. Perform quality assurance reviews to verify compliance standards and confirm that clients are properly prepared for recurring services. Document onboarding trends, recurring challenges, and client needs to support continuous process improvement and enhance the overall client experience. Requirements The ideal candidate combines strong client service capabilities with practical knowledge of bookkeeping, payroll, or accounting operations. You should bring the following qualifications and experience: Bachelor's degree required. At least 5 years of related professional experience. Minimum of 1 year of client onboarding experience. Knowledge of or familiarity with bookkeeping, payroll, or accounting processes. Ability to anticipate client needs and recommend appropriate products and services. Strong listening, negotiation, and presentation skills. Excellent written and verbal communication skills, particularly when supporting clients remotely across the United States. Ability to manage multiple projects simultaneously while maintaining strong attention to detail. Comfort working under pressure in a fast-paced environment. Strong problem-solving skills and the ability to guide clients through complex onboarding requirements. Additional qualifications that would be an advantage include: Previous account management experience. Bachelor's degree in Accounting or a related field. Bilingual communication skills. Experience with CRM platforms, Xero, small business services, or client service operations. Benefits Annual salary range of $62,800–$94,200, depending on experience, education, skills, performance, and work location. Potential eligibility for additional earnings through incentive compensation or short-term incentive plans. Medical and prescription drug coverage for eligible associates and their dependents. Access to a 401(k) retirement savings plan. Employee Assistance Program. Access to virtual fitness center programs. Associate discount program. Business Travel Accident Insurance, automatically provided to associates. Associate Tax Prep benefit. Comprehensive benefits and well-being support. Opportunities for continuous learning and professional development. A connected, collaborative work culture focused on strong relationships and meaningful impact.