Onboarding Coordinator
GoHealth Urgent Care
Client Onboarding Manager – Accounting Services
breakwater accounting + advisory corp
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $85,000 - $95,000 per year
Job Level
Mid-LevelSenior
About the role
- Serve as the primary point of contact for clients during onboarding.
- Build trust and deliver confidence through accounting expertise, guidance, and responsiveness.
- Clearly communicate timelines, deliverables, and process updates to clients.
- Perform in-depth quality control reviews and issue accurate financials during onboarding.
- Oversee reconciliations, record cleanups, and initial reporting packages.
- Ensure that financial reporting and documentation are accurate, consistent, and client-ready.
- Collaborate with AP, AR, Payroll, and Accounting specialists to ensure scope is fully represented across service lines.
- Establish efficient, repeatable onboarding processes and reporting templates.
- Lead, mentor, and support a team of accounting professionals to ensure high-quality, timely, and accurate work.
Requirements
- Bachelor’s degree (or higher) in Accounting, with at least 5 years of accounting/bookkeeping experience.
- Strong controller-level skills, including quality control review and issuing financials.
- Prior experience managing multiple clients simultaneously (CPA firm environment or outsourced accounting preferred).
- Demonstrated ability to coordinate across departments or service lines.
- Proficiency in QuickBooks Online (QBO) within the last 5 years.
- Advanced tech skills, with ability to implement and document processes.
- Strong interpersonal skills and client communication ability.
Benefits
- Competitive salary and benefits package.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
accountingbookkeepingquality control reviewfinancial reportingreconciliationsrecord cleanupsreporting packagesclient onboardingprocess documentationcontroller-level skills
Soft skills
interpersonal skillsclient communicationleadershipmentoringcollaborationtrust buildingresponsivenesscoordinationguidancesupport
Certifications
Bachelor’s degree in AccountingCPA (preferred)
