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This role involves owning the client relationship during onboarding from signed agreement to handoff. Leading structured onboarding with defined scope, timelines, roles, and success criteria. Serving as a senior escalation point for onboarding issues and managing the onboarding budget. Ensuring delivery team readiness before transition to steady state for onboarding or transitioning clients in outsourced accounting/advisory/consulting.
Background with high-growth, multi-entity, or complex operations is required. Experience in building/refining onboarding frameworks and documentation and proven ability to manage multiple projects and priorities. Executive-level client relationship experience is a must along with advanced knowledge of GAAP and financial reporting.
Benefits include Health, Dental, and Vision Insurance (employee coverage 100%), Flexible Spending Accounts, 401(k) participation, 3 weeks PTO, Voluntary Life Insurance and Disability plans, Work-from-home allowance, and a Flexible schedule for primary caregivers or reduced hours.
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