Client Onboarding Manager

Onboarding SpecialistCustomer SuccessFull TimeRemoteLeadTeam 51-200

Location

United States

Posted

2 days ago

Salary

$85K - $120K / year

Seniority

Lead

No structured requirement data.

Job Description

Client Onboarding Manager

Breakwater Accounting + Advisory

Role Description This is a key position on our onboarding Client Solutions team, responsible for managing the new client experience coming into Breakwater. This is a hands-on leadership position where your accounting expertise, judgment, and ability to guide both clients and team members directly shape long-term client success. You’ll lead a team, serve as the primary client contact during onboarding, and ensure every client is set up with clean financials, clear processes, and confidence in their numbers. The Impact You'll Make: - Leading the full onboarding lifecycle for new clients - from kickoff through transition to their long-term team - Developing client relationships - building trust through clear communication and strong financial guidance - Building, refining, and scaling onboarding processes to improve speed, quality, and client experience - Aligning across AP, AR, Payroll, and Accounting teams to ensure all services are delivered seamlessly - Leading and coaching a team - holding accountability while helping them grow Qualifications - 5+ years of accounting or bookkeeping experience (CPA firm, CAS, or other outsourced environment strongly preferred) - Bachelor’s degree (or higher) in Accounting - Strong controller-level skills, including financial review and issuing statements - Familiarity with revenue recognition, deferred revenue, and other advanced accounting topics - Experienced managing multiple clients and priorities simultaneously and driving them to completion - Proven people leader who can develop talent and hold a high bar - Goal-oriented, process-oriented and detail-driven, without losing sight of the bigger picture - Tech-savvy, with strong, recent QuickBooks Online experience Requirements - Bonus points for experience with onboarding or project management in an outsourced accounting or professional services setting - Exposure to audit processes or internal control design Benefits - Generous time off - five weeks PTO + holidays - Benefits + 401(k) match

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