Client Onboarding Consultant

e2E, LLC

Onboarding Consultant coordinating accounting and finance-related onboarding tasks for diverse clients at e2E. Facilitating the transition of new clients into e2E’s services and ensuring compliance and best practices.

Posted 7/21/2026full-timeKansas City • Alabama, Arizona, Florida, Illinois, Kansas, Kentucky, Montana, South Carolina, Tennessee, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client onboarding processes, accounting practices, and financial operations, with a strong focus on project management and client communication. Proficient in utilizing accounting software and tools to enhance efficiency and ensure compliance.

Highest-signal resume keywords

Bachelor's Degree In AccountingCPA PreferredSix Years Of Relevant Accounting ExperienceProficiency With QuickBooks OnlineStrong Accounting And Financial Operations Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Bank ReconciliationCredit Card ReconciliationAccounts PayableAccounts ReceivablePayroll ProcessingMonthly CloseAdjusting Journal EntriesFinancial Statement PreparationProject ManagementClient Onboarding

Soft Skills

Exceptional Customer ServiceClient-Centric Mindset

Tools & Technologies

QuickBooks OnlineMicrosoft Office SuiteDropboxZoomGoToMeeting

Certifications & Qualifications

CPA Preferred

Industry Keywords

Client Onboarding ProcessAccounting StandardsFinancial OperationsService-Level AgreementsContinuous Improvement

About the role

Key responsibilities & impact

Contribute to the development, documentation, and ongoing refinement of a comprehensive, client‑focused, and scalable client onboarding process for e2E.
Create, own, and manage assigned client onboarding activities, serving as a key point of contact for accounting and finance‑related onboarding tasks.
Review prospect introduction call notes and recordings to understand client goals, engagement scope, and onboarding requirements.
Develop onboarding request lists, timelines, schedules, and agendas, and actively monitor progress against internal and client service‑level agreements (SLAs).
Proactively communicate status updates, risks, scheduling changes, or deviations to the Chief Client Success Officer and the Client Onboarding team.
Establish and manage onboarding schedules and task calendars for each assigned client.
Coordinate payroll setup activities, including transitioning payroll providers when required.
Perform general ledger mapping and ensure alignment with e2E accounting standards.
Review, update, and correct client accounting records to ensure accurate accounting practices and compliance.
Identify and implement efficiencies within client accounting files, including bank rules, automated processes, and report generation.
Produce the first month of full‑charge bookkeeping for new clients as part of the onboarding process.
Ensure accuracy and completeness of all adjusting journal entry schedules.
Draft accounting manuals and onboarding checklists for new clients using established templates.
Facilitate a smooth handoff and transition of clients from onboarding to the internal accounting team.
Initiate and implement continuous improvement efforts to enhance the onboarding experience, internal workflows, efficiency, and scalability.
Perform additional onboarding tasks and client‑related projects as assigned.

Requirements

What you’ll need

Bachelor’s degree in accounting required; CPA preferred.
Six (6) or more years of relevant accounting or financial operations experience.
Strong accounting and financial operations knowledge, including systems setup and project management.
Hands-on experience performing bank and credit card reconciliations, accounts payable and receivable, payroll processing, monthly close, adjusting journal entries, and financial statement preparation.
Experience setting up and running payroll preferred.
Proficiency with QuickBooks Online is required; experience with other accounting software like Ramp is a plus.
Skilled in Microsoft Office Suite, document-sharing platforms (Dropbox, etc.), and virtual collaboration tools (e.g., Zoom, GoToMeeting).
Exceptional customer service skills with a client‑centric mindset.

Benefits

Comp & perks

Competitive salary and performance-based bonuses.
Comprehensive benefits package, including healthcare and retirement plans.
Professional development opportunities and ongoing training.
Collaborative and innovative work environment.
Opportunity to work with diverse and exciting clients.
Company culture that values creativity, initiative, and growth.