ZipRecruiter

Log In

1

Client Onboarding Implementation Jobs (NOW HIRING)

e2E LLC

Client Onboarding Consultant

The Client Onboarding Consultant plays a critical role in successfully onboarding new clients by ... Identify and implement efficiencies within client accounting files, including bank rules, automated ...

SpotOn

Client Onboarding Specialist

San Francisco, CA · Remote

$46K - $67K/yr

Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless and strategic Point of Sale (POS) implementation experience for our enterprise and mid ...

SpotOn

Client Onboarding Specialist

New York, NY · Remote

$46K - $67K/yr

Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless and strategic Point of Sale (POS) implementation experience for our enterprise and mid ...

e2E

Client Onboarding Consultant

Kansas City, MO · On-site +1

$75K - $90K/yr

The Client Onboarding Consultant plays a critical role in successfully onboarding new clients by ... Identify and implement efficiencies within client accounting files, including bank rules, automated ...

SpotOn

Client Onboarding Specialist

Chicago, IL · Remote

$46K - $67K/yr

Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless and strategic Point of Sale (POS) implementation experience for our enterprise and mid ...

SpotOn

Client Onboarding Specialist

Royal Oak, MI · Remote

$46K - $67K/yr

Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless and strategic Point of Sale (POS) implementation experience for our enterprise and mid ...

Servbank

Client Onboarding Specialist

Oswego, IL · On-site

$47K - $55K/yr

The Client Onboarding Specialist is responsible for managing the end-to-end onboarding process for commercial clients, including deposit account setup, treasury management services implementation ...

SpotOn: Sales

Client Onboarding Specialist

Chicago, IL · On-site

$46K - $67K/yr

Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless and strategic Point of Sale (POS) implementation experience for our enterprise and mid ...

Servbank

Client Onboarding Specialist

$47K - $55K/yr

The Client Onboarding Specialist is responsible for managing the end-to-end onboarding process for commercial clients, including deposit account setup, treasury management services implementation ...

AscendHR, LLC

Implementation Specialist

Beckley, WV · On-site

Client Setup and System Configuration * Payroll Implementation * Employee Onboarding * Internal Coordination * Documentation and Reporting The ideal candidate will have: * Associate's degree or ...

Evolv

Be Seen First

Partnerships & Implementation Mgr-Financial Institutions

Evansville, IN · On-site

$70K - $85K/yr (+ commission)

Primary Objective Manage bank and credit union partnerships by leading partner onboarding (client onboarding) and implementation (launch/go-live/activation), delivering training and enablement, and ...

Evolv

Be Seen First

Partnerships & Implementation Mgr-Financial Institutions

Henderson, KY · On-site

$70K - $85K/yr (+ commission)

Primary Objective Manage bank and credit union partnerships by leading partner onboarding (client onboarding) and implementation (launch/go-live/activation), delivering training and enablement, and ...

Evolv

Be Seen First

Partnerships & Implementation Mgr-Financial Institutions

Princeton, IN · On-site

$70K - $85K/yr (+ commission)

Primary Objective Manage bank and credit union partnerships by leading partner onboarding (client onboarding) and implementation (launch/go-live/activation), delivering training and enablement, and ...

Lord Abbett.com

Client Account Manager

Jersey City, NJ · On-site

$135K - $155K/yr

The Client Account Manager is responsible for independently managing client onboarding, operational ... Lead onboarding and implementation projects from initiation through successful completion.

E2E UK

Client Onboarding Consultant

Kansas City, MO · On-site

The Client Onboarding Consultant plays a critical role in successfully onboarding new clients by ... Identify and implement efficiencies within client accounting files, including bank rules, automated ...

previous page

Showing results 41-60

All JobsClient Onboarding Implementation Jobs

Client Onboarding Implementation information

See salary details

$39K

$103.5K

$168K

How much do client onboarding implementation jobs pay per year?

As of Sep 14, 2026, the average yearly pay for client onboarding implementation in the United States is $103,518.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,500.00 and $121,000.00 per year, depending on experience, location, and employer.

What does a client onboarding implementation specialist do?

A Client Onboarding Implementation specialist is responsible for guiding new clients through the process of integrating with a company's products or services. They coordinate with internal teams and the client to ensure all requirements are met, documents are collected, and systems are set up correctly. Their goal is to provide a smooth transition for clients, address any technical or procedural issues, and ensure clients are fully operational as quickly as possible. This role often requires strong project management, communication, and problem-solving skills.

What are the key skills and qualifications needed to thrive as a client onboarding implementation specialist?

To thrive as a Client Onboarding Implementation specialist, you need strong project management, analytical, and process documentation skills, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM systems, onboarding platforms, and workflow automation tools is typically required, along with knowledge of industry-specific compliance standards. Excellent communication, problem-solving, and relationship-building abilities help you effectively manage client expectations and collaborate across teams. These skills ensure smooth transitions for clients, drive customer satisfaction, and support organizational growth.

What are some common challenges faced during the client onboarding implementation process, and how are they typically addressed?

A common challenge in client onboarding implementation is managing complex client requirements while ensuring a smooth and timely setup. Delays can arise from incomplete documentation, integration issues with client systems, or changes in client expectations. To address these, teams often rely on detailed checklists, clear communication channels, and structured project management methodologies. Regular status updates and close collaboration with both internal departments and the client help identify and resolve issues early, ensuring a successful onboarding experience.

What are popular job titles related to Client Onboarding Implementation jobs?

For Client Onboarding Implementation jobs, the most frequently searched job titles are:

Infographic showing various Client Onboarding Implementation job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 76% Physical, 3% Hybrid, and 21% Remote job distribution, with an average salary of $103,518 per year, or $49.8 per hour.

Client Onboarding Consultant

Remote

e2E LLC
Business Management Consulting • 11 - 50 employees
Learn more about e2E LLCexternal

Other

Medical, Retirement

Re-posted 12 days ago

Job description

Accounting Consultant
519 Southwest Blvd, Kansas City, MO 64108, USA
This position is based in the Kansas City, MO area, and offers remote and hybrid work arrangements. Applicants should either currently reside in the Kansas City Metro area or reside in one of the following states where e2E is already established: AL, AZ, FL, IL, KS, KY, MO, SC, TN, TX.
e2E helps startups, small businesses, and nonprofits successfully grow to the next level by providing the strategic finance, human resources, payroll services, and/or tax expertise they need to succeed, freeing them to focus on the growth and profitability of their businesses.
To learn more about e2E, visit our website at www.e2ekc.com.
The Client Onboarding Consultant plays a critical role in successfully onboarding new clients by coordinating and executing assigned accounting and finance-related onboarding tasks. This role partners closely with internal teams and clients to ensure a smooth, accurate, and scalable transition into e2E's services, delivering
Essential Duties and Responsibilities
  • 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.
Minimum Requirements
  • Bachelor's degree in accounting required; CPA preferred.
  • Six (6) or more years of relevant accounting or financial operations experience.
  • Strong accounting and financial operations knowledge, including systems setup and project management.
  • Hands-on experience performing bank and credit card reconciliations, accounts payable and receivable, payroll processing, monthly close, adjusting journal entries, and financial statement preparation.
  • Experience setting up and running payroll preferred.
  • Proficiency with QuickBooks Online is required; experience with other accounting software like Ramp is a plus.
  • Skilled in Microsoft Office Suite, document-sharing platforms (Dropbox, etc.), and virtual collaboration tools (e.g., Zoom, GoToMeeting).
  • Exceptional customer service skills with a client-centric mindset.
Knowledge, Skills, and Abilities
  • Exceptional attention to detail with the ability to execute onboarding tasks accurately and efficiently.
  • Excellent written and verbal communication skills, with the ability to communicate professionally and effectively with clients and internal stakeholders.
  • Highly organized and capable of managing multiple client onboardings simultaneously in a fast-paced environment.
  • Expert project management, problem-solving, and troubleshooting skills.
  • Comfortable learning and leveraging new technologies to improve processes and client outcomes.
  • Self-motivated, accountable, and focused on continuous improvement.
Benefits
  • Competitive salary and performance-based bonuses.
  • Comprehensive benefits package, including healthcare and retirement plans.
  • Professional development opportunities and ongoing training.
  • Collaborative and innovative work environment.
  • Opportunity to work with diverse and exciting clients.
  • Company culture that values creativity, initiative, and growth.

Additional Information: All offers are contingent on successful completion of a background screen.
e2E logo

About e2E

Sourced by ZipRecruiter

Industry

Business management consulting

Company size

11 - 50 Employees

Headquarters location

Kansas City, MO, US

Year founded

2013

View All e2E Jobs

Apply