We are seeking a skilled and innovative Senior Onboarding Strategist to lead new clients through a seamless integration process into our Small Business Services. This role is vital in creating exceptional first impressions and ensuring a fast, consistent, and strategic client experience. As a Senior Onboarding Strategist, you will guide our clients through converting their bookkeeping and payroll services to new systems while collaborating with internal teams to ensure they are prepared for long-term success.
The Senior Onboarding Strategist will serve as a trusted advisor, identifying opportunities to maximize client workflows, and ensuring compliance with financial and payroll regulations.

Day-to-day, you'll...Act as the primary point of contact for new clients during the onboarding process.Develop and execute tailored onboarding plans that align with client needs and business goals.Guide clients through setup on accounting, payroll, and virtual platforms, including assisting with state ID registrations and compliance requirements.Review and optimize historical client data, including bookkeeping, payroll records, tax filings, and financial statements.Identify and address discrepancies by preparing adjustments, amendments, or corrective filings as needed.Proactively communicate with clients via email, text, and phone to gather necessary documents and ensure timely completion of onboarding tasks.Partner with internal teams, including sales and account management, to ensure a smooth handoff to ongoing services.Conduct quality assurance reviews to ensure clients meet compliance standards and are set up for success with recurring services.Document and share insights on onboarding trends and client needs to refine processes and enhance the overall client experience.