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Client Accounting Onboarding Specialist
RehmannClient Accounting Onboarding Specialist modernizing accounting operations for growing businesses at Rehmann. Leading implementation projects, process improvements, technology enablement, and client transitions into long-term support models.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client onboarding, operational improvement, and project management, with a strong focus on process optimization and stakeholder engagement. Proficient in developing implementation plans, workflow documentation, and training resources to enhance operational effectiveness.
Highest-signal resume keywords
Project ManagementProcess ImprovementClient EngagementWorkflow EvaluationOperational Effectiveness
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Accounting OperationsBusiness ProcessesImplementation ServicesChange ManagementDocumentation DevelopmentOperational Best PracticesWorkflow SolutionsProcess MappingTraining Material DevelopmentAnalytical Problem-Solving
Soft Skills
Organizational SkillsCommunication SkillsRelationship-BuildingPresentation SkillsFacilitation Skills
Tools & Technologies
Business SoftwareOperational PlatformsIntegrated Technology EnvironmentsAutomation ToolsAI Technologies
Industry Keywords
Client OnboardingOperational ImprovementStakeholder CommunicationEmerging TechnologiesContinuous Improvement
About the role
Key responsibilities & impact- Lead client onboarding, implementation, and operational improvement engagements from discovery through transition
- Assess client processes, identify opportunities, and develop solutions that improve efficiency, visibility, and scalability
- Evaluate accounting and operational workflows and recommend improvements
- Manage project plans, timelines, deliverables, stakeholder communication, and implementation activities
- Facilitate discovery meetings, planning sessions, training workshops, and project updates
- Help clients adopt new processes, technologies, and ways of working
- Collaborate with internal professionals and external partners to deliver client outcomes
- Develop implementation plans, workflow documentation, process maps, and training resources
- Provide recommendations to improve operational effectiveness, support growth, and reduce inefficiencies
- Identify opportunities to connect clients with additional Rehmann services and specialists
- Contribute to implementation methodologies, best practices, and scalable service offerings
- Stay informed about emerging technologies, process improvement strategies, and industry trends
Requirements
What you’ll need- 5+ years of experience in accounting, consulting, business operations, project management, implementation services, process improvement, or related fields
- Understanding of accounting operations and business processes
- Experience leading projects, initiatives, or client engagements involving multiple stakeholders
- Strong organizational and planning skills with ability to manage competing priorities
- Experience helping organizations navigate operational change and process improvement
- Ability to lead projects from planning through successful completion
- Experience evaluating workflows and identifying improvement opportunities
- Strong analytical and problem-solving skills
- Ability to manage change while maintaining positive stakeholder relationships
- Experience developing documentation, procedures, training materials, or operational best practices
- Strong technology aptitude and willingness to learn new systems, tools, and applications
- Experience with business software, operational platforms, workflow solutions, or integrated technology environments
- Ability to understand how technology supports business objectives and operational performance
- Interest in automation, AI, process optimization, and continuous improvement initiatives
- Exceptional communication and relationship-building skills
- Strong presentation, facilitation, and consultation skills
- Commitment to delivering outstanding client experiences
- Curious, improvement-minded, self-motivated, adaptable, entrepreneurial, and solution-oriented
- Strong sense of ownership and accountability
- Demonstrated integrity, professionalism, and a client-first approach
Benefits
Comp & perks- Exceptional support, encouragement, and guidance from colleagues and leadership
- Benefits focused on physical and mental health
- Paid time off for volunteering and diversity-related activities
- Flexible work arrangements
- Growth and development opportunities
- Continuous learning and development opportunities
- Meaningful opportunities to learn, lead, and make an impact