Onboarding Specialist

• 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.

Client Onboarding Consultant

• Providing tailored services for paid implementation clients including but not limited to consulting, building and graphic design
• Providing clients with creative direction and solutions to problems via tickets and phone calls and screen sharing
• Working closely with the client to curate their onboarding journey and see that apps pass internal review in six weeks or less from signup
• Reviewing client apps for quality assurance
• Working with your team on new projects and ideas to better the client experience
• Troubleshooting complex issues

Customer Onboarding Specialist

• Own onboarding from sales handoff through launch and first 30 days post-go-live
• Serve as the primary point of contact, aligning expectations, timelines, and technical requirements
• Ensure accurate, predictable go-lives and a smooth transition to Support/CSM teams
• Configure Tapcheck’s platform and manage data accuracy across Salesforce and internal tools
• Troubleshoot integration, payroll/timekeeping, and data-flow issues with urgency
• Work with third-party vendors when resolving complex or enterprise-level setups
• Validate deductions, sync behavior, and critical data flows after launch
• Identify and resolve issues quickly to stabilize clients within their first 30 days
• Partner with Sales, Product, Engineering, Support, and CSMs to remove blockers and improve reliability
• Maintain and refine documentation, SOPs, and onboarding tooling
• Contribute to scalable, automated onboarding workflows through our platform, OnRamp

Onboarding Manager

• Lead and develop a high-performing team of Onboarding Consultants
• Own the performance and strategic direction of segments
• Drive operational improvements and scalable processes
• Influence cross-functional partners for successful outcomes
• Act as the subject matter expert for onboarding

Senior Onboarding Manager – Hotels/Sports & Entertainment

• Support a seamless and compliant onboarding process from offer acceptance through first-day orientation.
• Manage onboarding activities and maintain HR systems.
• Track compliance requirements and coordinate closely with hiring managers, HR, and cross-functional teams.
• Uphold Upstream Rehabilitation’s mission, vision, and values while delivering a positive onboarding experience.
• Coordinate background checks to ensure completion aligns with start date requirements.
• Support I-9 and E-Verify processes, tracking completion and escalating issues to maintain compliance.
• Track onboarding progress and ensure timely completion.
• Partner with HR teams to maintain new hire information across systems.
• Prepare and maintain personnel files in accordance with documentation requirements.
• Manage onboarding communications with hiring managers and new hires.
• Create and maintain standard reports and tracking logs to support onboarding visibility.
• Support updates to onboarding materials, including the Onboarding Manual.
• Provide general administrative support to the Onboarding team.

Onboarding Specialist jobs in Alabama

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Client Onboarding Consultant

Customer Onboarding Specialist

Onboarding Manager

Senior Onboarding Manager – Hotels/Sports & Entertainment

HR Onboarding Coordinator