Management Consulting firm that provides finance and accounting services for not for profit organizations seeks a Director of Onboarding.
This is a mostly remote role, in office 3-4 days per MONTH in downtown Manhattan
Responsibilities include:
Onboarding Facilitation:
- Lead the onboarding process for new clients, ensuring all necessary steps are taken for a seamless transition into financial and operational systems.
- Understand client-specific needs by conducting discovery sessions with the client to tailor onboarding plans according to their processes, challenges, and goals.
- Align processes to enable client workflows, approaching onboarding as a merger of systems while ensuring processes take precedence where applicable, adapting to meet the clients needs while ensuring adherence to standards.
- Ensure successful migration of client data into financial systems, overseeing the accuracy and completeness of the transition process.
Project Management and Client Relations:
- Develop comprehensive onboarding project plans, outlining key milestones, timelines, and deliverables.
- Manage multiple onboarding projects simultaneously, ensuring each project stays on schedule and meets defined objectives.
- Communicate frequently with clients, providing regular updates on progress, addressing concerns, and offering solutions to any obstacles that arise during the onboarding phase.
- Serve as the primary point of contact during the onboarding process, ensuring high levels of client satisfaction and responsive service.
- Collaborate with client executives and stakeholders to secure buy-in on process changes and guide them through system adoption.
Collaboration with Functional Teams:
- Work closely with the AP, Contracts, and GL/Accounting functional owners to ensure that each department is aligned with the clients specific needs during onboarding.
- Facilitate cross-departmental communication, ensuring that all internal teams understand the clients operational requirements and align their workflows accordingly.
- Provide leadership and guidance to the internal onboarding team, ensuring they adhere to the client's onboarding schedule and deliver services within agreed timelines.
Reporting and Analysis:
- Generate onboarding reports for internal stakeholders and clients, outlining progress, any challenges, and solutions.
- Analyze onboarding data to identify patterns, inefficiencies, and opportunities for improvement, implementing changes to optimize future onboarding experiences.
Salary 125-160k base plus bonus and benefits DOE