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Client Onboarding Trainer Jobs (NOW HIRING)

e2E LLC

Client Onboarding Consultant

The Client Onboarding Consultant plays a critical role in successfully onboarding new clients by ... Professional development opportunities and ongoing training. * Collaborative and innovative work ...

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 ... Professional development opportunities and ongoing training. * Collaborative and innovative work ...

Opiniion

Client Onboarding Specialist

Lehi, UT · On-site

The Client Onboarding Support Specialist helps new clients launch successfully on Opiniion ... Guide customers through onboarding calls, training moments, and next steps in a clear, confident ...

Renasant Bank

Client Onboarding Specialist

New Orleans, LA · On-site

$50K - $65K/yr

The Client Onboarding Specialist will support activities to assess and bring new clients to funding ... education/training, and a candidate's work experience. Physical Demands The physical demands ...

Wealth Inc

Client Onboarding Manager

New York, NY · On-site

$125K - $150K/yr

Develop the onboarding infrastructure - playbooks, training assets, in-product resources, client-facing documentation, and scalable frameworks - that enable Onboarding Specialists to execute ...

PEAK6

Client Onboarding Associate

Manhattan, NY · On-site

Training and Support: Conduct client training sessions to demonstrate product features and ... Ensure all client onboarding activities comply with regulatory standards. Provide reports to ...

SpotOn: Sales

Client Onboarding Manager

Chicago, IL · On-site

$77K - $100K/yr

Manage recruitment, onboarding, and training to build a high-performing team culture. Client & Cross-Functional Partnership * Act as a key point of contact for client-facing teams and stakeholders to ...

SpotOn

Client Onboarding Manager

Chicago, IL · Remote

$77K - $100K/yr

Manage recruitment, onboarding, and training to build a high-performing team culture. Client & Cross-Functional Partnership * Act as a key point of contact for client-facing teams and stakeholders to ...

The Farrell Law Firm, P.C.

Be Seen First

Client Onboarding & Solutions Specialist

Marietta, GA · On-site

$50K - $60K/yr

Our growing boutique estate planning law firm is seeking a Client Onboarding & Solutions Specialist ... Continuous training on consultative sales skills and legal CRM management. How to Apply Please ...

e2E

Client Onboarding Consultant (Remote)

Kansas City, MO · Remote

$75K - $90K/yr

The Client Onboarding Consultant plays a critical role in successfully onboarding new clients by ... Professional development opportunities and ongoing training. * Collaborative and innovative work ...

SpotOn

Client Onboarding Manager

Royal Oak, MI · Remote

$77K - $100K/yr

Manage recruitment, onboarding, and training to build a high-performing team culture. Client & Cross-Functional Partnership * Act as a key point of contact for client-facing teams and stakeholders to ...

Empower

Senior Client Onboarding Specialist

Participate in and help lead department meetings and training sessions. * Research complex ... in a client onboarding capacity * Experience supporting investment advisory client service ...

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How much do client onboarding trainer jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for client onboarding trainer in the United States is $25.71, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $29.81 per hour, depending on experience, location, and employer.

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

Client Onboarding Consultant

Remote

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

Other

Medical, Retirement

Re-posted 11 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.
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About e2E

Sourced by ZipRecruiter

Industry

Business management consulting

Company size

11 - 50 Employees

Headquarters location

Kansas City, MO, US

Year founded

2013

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