Armanino

Client Onboarding Specialist

Armanino

full-time

Posted on:

Location Type: Office

Location: Dallas • Montana • Pennsylvania • United States

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Responsible for creation and setup of customers and projects based on allocation of work.
  • Create and maintain templates in Workday.
  • Responsible for creation of revenue and billing schedules needed for Workday PSA tool.
  • Ensure all required contracts (Engagement Letters, Statements of Work, Change Requests) information needed for resource forecasts and workforce planning is captured.
  • Recommend procedural and systems changes that will deliver quality service to customers.
  • Onboard new customers onto the Armanino Access App and respond to customers with onboarding questions.
  • Create operating procedure documentation for all onboarding processes.
  • Assist in developing the strategy for customer creation and maintenance.
  • Manage annual rollovers and renewals of recurring projects and engagements.
  • Identify and help improve processes and standardizations.

Requirements

  • Bachelor’s Degree in relevant field or equivalent work experience
  • Minimum of 3 years of relevant work experience.
  • Comfortable navigating multiple software systems daily.
  • Skilled at working cross-functionally with teams across the business.
  • Ability to multi-task on several projects simultaneously in a fast-paced environment.
  • Workday experience (preferred).
  • Customer onboarding experience (preferred).
  • Experience in a professional services environment (preferred).
Benefits
  • Medical, dental, vision
  • Generous PTO plan and paid sick time
  • Flexible work arrangements
  • 401K with Profit Sharing
  • Wellness program
  • Generous parental leave
  • 11 paid holidays
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
WorkdayWorkday PSArevenue schedulingbilling schedulingoperating procedure documentationresource forecastingworkforce planning
Soft Skills
cross-functional collaborationmulti-taskingcustomer serviceprocess improvementstrategic development
Certifications
Bachelor’s Degree