Onboarding & Implementation Manager

Rea

Onboarding & Implementation Manager in Client Advisory Services at a growing advisory firm. Leading new client onboarding and ensuring efficient service delivery through structured engagement processes.

Posted 5/21/2026full-timeDublin • Ohio • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Lead new client onboarding and transition projects from kickoff through first-close readiness and formal handoff.
Oversee historical accounting catch-up and clean-up, including resolution of legacy issues.
Redesign and standardize charts of accounts aligned with service models.
Execute data migrations, accounting system rebuilds, and workflow stabilization.
Lead accounting system implementations, including QuickBooks Online (QBO) and Bill.com.
Deliver clients to ongoing teams in a condition that enables efficient, repeatable service with minimal rework.
Remain accountable for onboarding quality through the initial post-handoff transition period.
Serve as primary client contact during onboarding engagements.
Own scoping, pricing discipline, timelines, staffing plans, and budgets.
Maintain scope discipline and proactively manage change requests.
Communicate potential additional service offerings to clients.
Collaborate with CAS leadership to maintain a portfolio of onboarding clients aligned with service models and pricing.
Assist with project revenue and margin for onboarding services.
Assist in the allocation of resources within the CAS team (who works on what and when).
Monitor economics and escalate risks to margin or delivery.
Coordinate with CAS leadership on process development, standardization, and improvement.
Develop and evolve standardized onboarding processes and tools.
Develop and standardize QBO and Bill.com consulting service offerings.
Provide guidance and mentorship to junior team members through review feedback and knowledge sharing.
Collaborate effectively with other Managers and junior team members to support engagement success.
Delegate work effectively to junior team members based on their qualifications, capabilities, and interests.
Maintain strict confidentiality of all firm and client information.
Adhere to firm policies, procedures, and ethical standards.
Maintain accurate and timely time records in accordance with firm billing requirements.
Actively seek opportunities to be chargeable while balancing quality, client service, and professional responsibilities.

Requirements

What you’ll need

Strong understanding of accounting principles, financial reporting, and regulatory compliance within a business environment.
Ability to analyze complex issues, resolve discrepancies, and apply sound professional judgment.
Strong organizational skills with the ability to manage multiple clients, priorities, and deadlines.
Effective written and verbal communication skills for client interaction and internal collaboration.
Proficiency in Microsoft Word and Excel; experience with accounting and workflow software preferred.
Demonstrated commitment to delivering high‑quality client service and maintaining professional standards.
Bachelor’s degree or higher in accounting or a related field required.
Minimum of 5-7 years of relevant accounting experience.
QuickBooks Online ProAdvisor Certification encouraged or required based on engagement needs.

Benefits

Comp & perks

Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k with 3% contribution)
Life Insurance (Basic, Voluntary & AD&D)
Family Leave (Maternity, Paternity)
Short Term & Long Term Disability
Training & Development
Wellness Resources
Four (4) weeks PTO
Twelve (12) paid holidays, of which three (3) are floating holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

accounting principlesfinancial reportingdata migrationsaccounting system implementationsQuickBooks OnlineBill.comworkflow stabilizationcharts of accounts redesignproject revenue managementbudget management

Soft Skills

organizational skillscommunication skillsclient serviceproblem-solvingmentorshipcollaborationchange managementtime managementleadershipconfidentiality

Certifications

QuickBooks Online ProAdvisor CertificationBachelor’s degree in accounting