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Client Operations Onboarding Manager
Location
United States
Posted
56 days ago
Salary
0
Seniority
Lead
Job Description
Client Operations Onboarding Manager
PaulHood
Role Description At PaulHood we are transforming the mid-market CPA industry with an entirely new model. Our year-round membership model provides clients with expert tax and financial guidance, helping them feel more secure and realize their long-term financial goals. To support our continued growth, we have completely modernized our business with technology and processes more akin to a SaaS company than a CPA firm. We are seeking a Client Operations Onboarding Manager to lead our client onboarding specialists, driving quality, consistency, and scalability across the client onboarding experience for both net new and acquisition clients. The ideal candidate will have a proven track record in: - Managing a small team of direct reports - Process and workflow management - Service agreement and billing accuracy - Team leadership and coaching - Cross-functional collaboration - Operational problem-solving in fast-paced environments To do this well, you’ll need to have: - 2 years management experience - Hands-on and detail-oriented approach - Ability to balance execution and leadership in a high-volume environment - Strong relationship-building skills across teams like Sales and Client Success - Capability to identify patterns and proactively solve problems - Understanding of escalation paths and continuous process improvement Qualifications - High school diploma or equivalent required; bachelor’s degree preferred - 2+ years of experience managing or leading a team in a high-volume, process driven environment - Strong background in workflow management, including queue based work or operational process execution - Experience with service agreements, billing systems, or subscription based services preferred - Familiarity with CRM or workflow management tools (e.g., Qount or similar platforms) preferred - Experience training or coaching team members on processes, tools, and quality standards preferred Requirements - Ensure onboarding workflows, billing subscriptions, service agreements, and client records are completed accurately prior to handoff for both net new and acquisition clients - Lead and manage our team of client onboarding specialists (3-5 direct reports) - Own the coordination with cross-functional teams to ensure we properly price, scope, create, and send service agreements for our new acquisition clients accurately and efficiently - Monitor onboarding SLAs, queue health, and process adherence; proactively adjust priorities to meet deadlines - Identify trends, bottlenecks, and recurring issues impacting onboarding speed, quality, or client experience - Serve as the first escalation point for complex onboarding, billing, and service agreement issues - Resolve client-impacting issues quickly and accurately to minimize rework and friction - Provide guidance on proper service agreement setup, including pricing structure, templates, and billing rules - Troubleshoot and correct agreement errors (pricing, signers, billing subscriptions, service configuration) - Partner with Sales and Client Success to ensure clean, consistent handoffs and aligned client expectations - Lead day-to-day onboarding team operations, including workload balancing, prioritization, and performance oversight - Monitor team capacity and onboarding queues, adjusting assignments to maintain efficiency and SLA adherence - Coach and develop onboarding specialists to improve accuracy, confidence, and process consistency - Surface risks, capacity concerns, and performance trends to the Director of Client Operations - Partner with Client Ops team members to document, refine, and improve onboarding processes and workflows - Identify system issues or bugs impacting onboarding and escalate appropriately with clear documentation - Support training across teams (Sales, CX, Onboarding) to reinforce correct processes and reduce errors Benefits - Bonus Opportunity - Stock Options - Generous time off allowance (Holiday, Vacation, & Sick time), above industry standard - Paid parental leave - Comprehensive Employee Benefits Package - 401k Program with Company Matching - Paid Volunteer Days - Educational/Personal Growth Reimbursement
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