Director of Client Onboarding- Accounting Systems- Non Profit

4 weeks ago

New York, United States Phyton Talent Advisors Full time

Management Consulting firm that provides finance and accounting services for not for profit organizations seeks a Director of Onboarding.


This is a mostly remote role, in office 3-4 days per MONTH in downtown Manhattan


Responsibilities include:

Onboarding Facilitation:

  • Lead the onboarding process for new clients, ensuring all necessary steps are taken for a seamless transition into financial and operational systems.
  • Understand client-specific needs by conducting discovery sessions with the client to tailor onboarding plans according to their processes, challenges, and goals.
  • Align processes to enable client workflows, approaching onboarding as a merger of systems while ensuring processes take precedence where applicable, adapting to meet the client’s needs while ensuring adherence to standards.
  • Ensure successful migration of client data into financial systems, overseeing the accuracy and completeness of the transition process.

Project Management and Client Relations:

  • Develop comprehensive onboarding project plans, outlining key milestones, timelines, and deliverables.
  • Manage multiple onboarding projects simultaneously, ensuring each project stays on schedule and meets defined objectives.
  • Communicate frequently with clients, providing regular updates on progress, addressing concerns, and offering solutions to any obstacles that arise during the onboarding phase.
  • Serve as the primary point of contact during the onboarding process, ensuring high levels of client satisfaction and responsive service.
  • Collaborate with client executives and stakeholders to secure buy-in on process changes and guide them through system adoption.

Collaboration with Functional Teams:

  • Work closely with the AP, Contracts, and GL/Accounting functional owners to ensure that each department is aligned with the client’s specific needs during onboarding.
  • Facilitate cross-departmental communication, ensuring that all internal teams understand the client’s operational requirements and align their workflows accordingly.
  • Provide leadership and guidance to the internal onboarding team, ensuring they adhere to the client's onboarding schedule and deliver services within agreed timelines.

Reporting and Analysis:

  • Generate onboarding reports for internal stakeholders and clients, outlining progress, any challenges, and solutions.
  • Analyze onboarding data to identify patterns, inefficiencies, and opportunities for improvement, implementing changes to optimize future onboarding experiences.


Salary 125-160k base plus bonus and benefits DOE

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