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Onboarding Client Specialist

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Build your career with a top Florida CPA Firm

Do you thrive in a fast-paced work environment? Do you love working directly with clients? Are you a motivated, take-charge team player with a positive attitude? We would love to hear from you!

The Onboarding Client Specialist plays a crucial role in ensuring a smooth and positive transition for new clients as they begin their partnership with our company. This position involves managing the onboarding process from start to finish, providing support, guidance, and training to new clients to ensure they are fully integrated and able to utilize our services effectively.

Financial Solution Advisors offers a competitive annual salary commensurate with experience and professional development opportunities for accountants and CPAs. The Onboarding Client Specialist will work in our Jacksonville, FL, office. Flexibility to work outside normal business hours to accommodate clients in different time zones may be necessary.

Onboarding Client Specialist Responsibilities

Client Onboarding:

Manage the end-to-end onboarding process for new clients, including the setup of accounts, customization of services, and integration with existing systems.
Conduct orientation sessions, webinars, and training to educate clients about product features, usage, and best practices.
Serve as the main point of contact during the onboarding phase, addressing any client questions or concerns promptly.

Client Relationship Management:

Build and maintain strong, long-lasting relationships with clients during the onboarding phase.
Work closely with the sales, customer support, and technical teams to ensure a seamless transition from sales to service delivery.
Identify potential challenges or areas where clients may need additional support and proactively address them.

Project Management:

Coordinate and monitor the progress of onboarding projects, ensuring all tasks are completed on time and meet the client’s expectations.
Document the onboarding process and update records to reflect the status of each client’s onboarding journey.

Feedback and Continuous Improvement:

Gather feedback from clients regarding their onboarding experience and identify opportunities for process improvement.
Collaborate with the product and development teams to suggest enhancements based on client feedback and onboarding experiences.
Annual check-in with clients to assess services and possible upgrades to services.

Reporting and Documentation:

Prepare regular reports on onboarding progress, client satisfaction, and areas for improvement.
Maintain accurate and detailed records of all client interactions, onboarding activities, and feedback.

Requirements

Education:

At least 4 years in a similar role.
Some accounting/tax experience preferred.
Marketing experience is a plus.

Experience:

Proven experience in client onboarding, customer success, or project management.
Strong understanding of customer service principles and practices.

Skills:

Excellent communication and interpersonal skills.
Strong organizational skills with the ability to manage multiple projects simultaneously.
Problem-solving mindset with the ability to anticipate client needs.
Proficiency in CRM software and other relevant tools.

Personal Attributes:

Customer-centric attitude with a passion for delivering exceptional service.
Ability to work independently as well as part of a team.
Attention to detail and a proactive approach to managing tasks.

Our staff boasts some of the most experienced CPAs, bookkeepers, cloud accountants, and financial advisors in the industry. Financial Solution Advisors has been nationally recognized as a top employer in Florida, and Accounting Today named us as one of the best firms for women in accounting.

Financial Solution Advisors is proud to be an Equal Opportunity Employer. For additional Florida accounting job openings, visit our careers page.

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