Client Onboarding Project Manager

Cedarstone

Client Onboarding Project Manager working at Cedarstone to lead seamless implementation processes for nonprofit clients. Focusing on onboarding plans and collaboration with financial operations teams.

Posted 7/5/2026full-timeRemote • Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $60,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in project management and implementation, with a strong focus on onboarding processes and cross-functional collaboration. Proficient in refining workflows and ensuring clear communication across teams to mitigate risks and enhance operational efficiency.

Highest-signal resume keywords

Project ManagementOnboarding CoordinationClear CommunicationOrganizational SkillsFamiliarity With AP

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Project ManagementImplementationAccounting OperationsNonprofit OperationsDonation Processing

Soft Skills

Exceptional Organization Skills

Tools & Technologies

Onboarding ChecklistsTemplatesWorkflow Tools

Industry Keywords

PayrollClient Service Workflows

About the role

Key responsibilities & impact

Own and drive onboarding plans, timelines, and cross-functional team tasks.
Coordinate the collection of essential setup details, from system access and banking to payroll and workflow requirements.
Partner with internal leaders to ensure receiving teams are fully prepared and workflow expectations are crystal clear before a project wraps up.
Continuously refine our onboarding checklists, templates, and tools while proactively keeping leadership ahead of any timeline or scope risks.

Requirements

What you’ll need

Professional experience in project management, implementation, professional services, nonprofit operations, or accounting operations.
Exceptional organization skills
Clear communication
Familiarity with AP, payroll, donation processing, or client service workflows is a huge plus.

Benefits

Comp & perks

Medical insurance (approximately 75% employer-paid)
401(k) plan with company matching
10 paid holidays plus generous PTO
Optional dental, vision, and supplemental insurance