The Onboarding Manager, Client Accounting Services is responsible for delivering a best-in-class ... Build and manage project plans with clear scope, milestones, timelines, and budget parameters
The Onboarding Manager, Client Accounting Services is responsible for delivering a best-in-class ... Build and manage project plans with clear scope, milestones, timelines, and budget parameters
The Onboarding Manager, Client Accounting Services is responsible for delivering a best-in-class ... Build and manage project plans with clear scope, milestones, timelines, and budget parameters
The Onboarding Manager, Client Accounting Services is responsible for delivering a best-in-class ... Build and manage project plans with clear scope, milestones, timelines, and budget parameters
Urgent Need Project Manager
$100K - $118K/yr
Rock Ville, MD Duration: 3-6Months Position 1. Senior PM - Manage and drive the KT (Knowledge Transfer) work stream for account on boarding projects SME in the IPsoft IPcenter KT work stream for ...
Urgent Need Project Manager
$100K - $118K/yr
Rock Ville, MD Duration: 3-6Months Position 1. Senior PM - Manage and drive the KT (Knowledge Transfer) work stream for account on boarding projects SME in the IPsoft IPcenter KT work stream for ...
Project Manager
Washington, DC · On-site
$120K - $160K/yr
... customer onboarding team. Present program status and issues to customer and company management ... Works with Project managers, project leads, and customers to refine planning and communication of ...
Project Manager
Washington, DC · On-site
$120K - $160K/yr
... customer onboarding team. Present program status and issues to customer and company management ... Works with Project managers, project leads, and customers to refine planning and communication of ...
Senior Project Manager
Alexandria, VA · On-site
Cloud Onboarding & Customer Engagement * Partner closely with the Customer Success Manager and ... Experience using Microsoft Project to develop and maintain project plans, schedules, and work ...
Senior Project Manager
Alexandria, VA · On-site
Cloud Onboarding & Customer Engagement * Partner closely with the Customer Success Manager and ... Experience using Microsoft Project to develop and maintain project plans, schedules, and work ...
Project Manager
Washington, DC · On-site
$90K - $100K/yr
As a Project Manager (PM) on our team, you will work directly with customers to manage the ... Contribute to customer onboarding, training, acceptance testing, and change management activities ...
Project Manager
Washington, DC · On-site
$90K - $100K/yr
As a Project Manager (PM) on our team, you will work directly with customers to manage the ... Contribute to customer onboarding, training, acceptance testing, and change management activities ...
Project Manager
Springfield, VA · On-site
Project Manager Company Overview: Old Dominion Strategies LLC (ODS) (www.odstrat.com), is a Center ... Education and Training Assistance Program (discussed during the on boarding process) * Incentive ...
Project Manager
Springfield, VA · On-site
Project Manager Company Overview: Old Dominion Strategies LLC (ODS) (www.odstrat.com), is a Center ... Education and Training Assistance Program (discussed during the on boarding process) * Incentive ...
IT Consultant-Project Management
Washington, DC · On-site
$73 - $81/hr
The program manager is responsible for creating and onboarding project teams, integrating them into the organization and providing a clear vision of the product. Assist agile teams in efficient ...
IT Consultant-Project Management
Washington, DC · On-site
$73 - $81/hr
The program manager is responsible for creating and onboarding project teams, integrating them into the organization and providing a clear vision of the product. Assist agile teams in efficient ...
Project Manager
Fairfax, VA · On-site
Everforth ECS is seeking a Project Manager to work in our Fairfax, VA office. Everforth ECS is ... Support cloud modernization and deployment efforts, including onboarding workflows, tenant ...
Project Manager
Fairfax, VA · On-site
Everforth ECS is seeking a Project Manager to work in our Fairfax, VA office. Everforth ECS is ... Support cloud modernization and deployment efforts, including onboarding workflows, tenant ...
Onboarding Specialist
Washington, DC · On-site
Proven ability to manage multiple projects and timelines simultaneously. * Highly organized with ... day onboarding period with opportunities for career growth and advancement. * A dynamic and ...
Onboarding Specialist
Washington, DC · On-site
Proven ability to manage multiple projects and timelines simultaneously. * Highly organized with ... day onboarding period with opportunities for career growth and advancement. * A dynamic and ...
Project Manager
Springfield, VA · On-site
$145K - $165K/yr
The Project Manager serves as Key Personnel and the contractor's single point of contact with the ... award; lead onboarding, security processing, system access provisioning, and stakeholder ...
Project Manager
Springfield, VA · On-site
$145K - $165K/yr
The Project Manager serves as Key Personnel and the contractor's single point of contact with the ... award; lead onboarding, security processing, system access provisioning, and stakeholder ...
Project Manager
Arlington, VA · On-site
$125K - $155K/yr
The Project Manager serves as EEC Solutions' on-site lead for all IRC Administrative Support ... Coordinate onboarding/offboarding and security procedures * Provide onsite technical and AV support ...
Project Manager
Arlington, VA · On-site
$125K - $155K/yr
The Project Manager serves as EEC Solutions' on-site lead for all IRC Administrative Support ... Coordinate onboarding/offboarding and security procedures * Provide onsite technical and AV support ...
Onboarding Specialist
Washington, DC · Hybrid
Proven ability to manage multiple projects and timelines simultaneously. * Highly organized with ... day onboarding period with opportunities for career growth and advancement. * A dynamic and ...
Onboarding Specialist
Washington, DC · Hybrid
Proven ability to manage multiple projects and timelines simultaneously. * Highly organized with ... day onboarding period with opportunities for career growth and advancement. * A dynamic and ...
Project Manager
Bethesda, MD · On-site
$98K - $163K/yr
... onboarding with Guidehouse. Candidates with an active public trust or suitability are preferred ... Managing projects in a regulated industry or with a government entity strongly desired.
Project Manager
Bethesda, MD · On-site
$98K - $163K/yr
... onboarding with Guidehouse. Candidates with an active public trust or suitability are preferred ... Managing projects in a regulated industry or with a government entity strongly desired.
Project Manager
$98K - $163K/yr
... onboarding with Guidehouse. Candidates with an active public trust or suitability are preferred ... Managing projects in a regulated industry or with a government entity strongly desired.
Project Manager
$98K - $163K/yr
... onboarding with Guidehouse. Candidates with an active public trust or suitability are preferred ... Managing projects in a regulated industry or with a government entity strongly desired.
Project Manager
Washington, DC · On-site
Contribute to a repeatable playbook development including onboarding collaterals (decks, 1 pagers ... Required Qualifications: * 5+ years of project management experience in an enterprise SaaS ...
Project Manager
Washington, DC · On-site
Contribute to a repeatable playbook development including onboarding collaterals (decks, 1 pagers ... Required Qualifications: * 5+ years of project management experience in an enterprise SaaS ...
Project Manager
Washington, DC · On-site
Contribute to a repeatable playbook development including onboarding collaterals (decks, 1 pagers ... Required Qualifications: * 5+ years of project management experience in an enterprise SaaS ...
Project Manager
Washington, DC · On-site
Contribute to a repeatable playbook development including onboarding collaterals (decks, 1 pagers ... Required Qualifications: * 5+ years of project management experience in an enterprise SaaS ...
Project Manager
Arlington, VA · On-site
USTDA - Project Manager Information Resource Center (IRC) Administrative Support Services Location ... Manage staffing, scheduling, personnel oversight, onboarding/offboarding coordination, and cross ...
Project Manager
Arlington, VA · On-site
USTDA - Project Manager Information Resource Center (IRC) Administrative Support Services Location ... Manage staffing, scheduling, personnel oversight, onboarding/offboarding coordination, and cross ...
Project Manager
Arlington, VA · On-site
USTDA - Project Manager Information Resource Center (IRC) Administrative Support Services Location ... onboarding/offboarding coordination, and cross-training activities. • Support quality control ...
Project Manager
Arlington, VA · On-site
USTDA - Project Manager Information Resource Center (IRC) Administrative Support Services Location ... onboarding/offboarding coordination, and cross-training activities. • Support quality control ...
Project Manager
Arlington, VA · On-site
$115K - $175K/yr
The Project Manager serves as the primary point of contact for contract performance and is ... Coordinate onboarding, security processing, and transition activities * Prepare reports, schedules ...
Project Manager
Arlington, VA · On-site
$115K - $175K/yr
The Project Manager serves as the primary point of contact for contract performance and is ... Coordinate onboarding, security processing, and transition activities * Prepare reports, schedules ...
Onboarding Project Manager information
See Reston, VA salary details
$42.7K - $56.6K
5% of jobs
$56.6K - $70.4K
6% of jobs
$83.4K is the 25th percentile. Wages below this are outliers.
$70.4K - $84.2K
14% of jobs
$84.2K - $98.1K
13% of jobs
The median wage is $109.2K / yr.
$98.1K - $111.9K
14% of jobs
$111.9K - $125.7K
13% of jobs
$139.2K is the 75th percentile. Wages above this are outliers.
$125.7K - $139.6K
10% of jobs
$139.6K - $153.4K
9% of jobs
$153.4K - $167.2K
9% of jobs
$167.2K - $181.1K
6% of jobs
$181.1K - $194.9K
1% of jobs
$42.7K
$117.2K
$194.9K
How much do onboarding project manager jobs pay per year?
What does an onboarding manager do?
What are some common challenges faced by Onboarding Project Managers when coordinating cross-departmental onboarding processes?
What is the onboarding salary?
What is an onboarding project manager?
What are the key skills and qualifications needed to thrive as an Onboarding Project Manager, and why are they important?
What is the difference between Onboarding Project Manager vs Customer Success Manager?
| Aspect | Onboarding Project Manager | Customer Success Manager |
|---|---|---|
| Credentials | Project management certifications, relevant industry experience | Customer service or account management experience, sometimes certifications in customer success |
| Work Environment | Project teams, cross-functional departments, client onboarding processes | Customer accounts, client communication, retention strategies |
| Employer & Industry Usage | Tech, SaaS, consulting firms focusing on onboarding new clients | Tech, SaaS, subscription services focusing on customer retention and satisfaction |
While both roles involve client interaction, the Onboarding Project Manager primarily manages the process of integrating new clients or projects, ensuring timely delivery. The Customer Success Manager focuses on ongoing client satisfaction, retention, and relationship building after onboarding. Understanding these differences helps organizations assign the right responsibilities and candidates for each role.
What does an Onboarding Project Manager do?
Can I make 100k as a project manager?
Full-time
Medical, Dental, Vision, Retirement
Posted 18 days ago
Job description
The Onboarding Manager, Client Accounting Services is responsible for delivering a best-in-class transition experience for every new CAS client. From signed engagement letter through successful handoff to the recurring service team, this individual owns the entire onboarding lifecycle - setting up accounting systems, integrating third-party tools, defining scalable workflows, and ensuring the client feels confident and well-supported from day one.
This is an ideal role for an accounting professional who enjoys project leadership, client-facing work, and using technology to modernize financial operations.
- Lead each new client engagement from kickoff call through transition to the recurring CAS team
- Serve as the single point of contact for all onboarding-related questions, issues, and communications
- Build and manage project plans with clear scope, milestones, timelines, and budget parameters
- Proactively identify risks and resolve issues before they impact the client experience
- Review client financials to identify cleanup needs, assess any potentially out-of-scope work, and escalate findings to leadership.
- Conduct structured kickoff meetings to gather the financial and operational information needed to stand up the engagement
- Implement and optimize cloud accounting platforms (QuickBooks Online, Xero, Sage Intacct, NetSuite) to meet each client's specific needs
- Configure and integrate third-party tools including bill pay, payroll, expense management, and document management solutions (BILL, Ramp, Expensify, Fathom & Jirav).
- Design scalable chart of accounts, reporting structures, and month-end close processes
- Train clients and internal team members on new systems and workflows
- Provide initial accounting support during the transition period, including reconciliations and financial statement preparation
- Review financials to ensure GAAP-compliant, accurate reporting prior to client handoff
- Establish month-end close checklists and standard operating procedures for the ongoing service team
- Partner with CAS managers, practice leaders, and IT to ensure seamless transitions from onboarding to steady-state service
- Document client-specific procedures and system configurations for the ongoing team
- Identify and champion process improvements that increase onboarding efficiency and client satisfaction
- Provide feedback loops to sales and proposals teams on scope accuracy and engagement scoping
- Bachelor's degree in Accounting, Finance, or related field
- 5-8 years of accounting or finance experience, including time in a client-facing or multi-client environment
- Demonstrated experience leading accounting system implementations or client migrations
- Strong working knowledge of GAAP and ability to prepare or review financial statements
- Proficiency in QuickBooks Online (QBO) and/or Sage Intacct; NetSuite and/or Xero experience a plus
- Exceptional project management skills: ability to manage multiple simultaneous onboardings with competing deadlines
- Outstanding communication and relationship management skills - comfortable presenting to C-suite stakeholders
- CPA license or active candidate
- Public accounting or professional services firm background
- Experience in a managed services or outsourced accounting model
- Familiarity with workflow and practice management tools (e.g., Wrike, Karbon)
- Experience with third-party integrations: Bill.com, Ramp, Jirav, Fathom
- Client Focus - Delivers an exceptional first impression that sets the tone for the long-term client relationship
- Project Ownership - Takes end-to-end accountability for onboarding outcomes without needing close oversight
- Tech Savviness - Quickly learns new platforms and connects the right tools to the client's business model
- Organized & Detail-Oriented - Tracks dozens of moving parts across simultaneous engagements with precision
- Collaborative - Works effectively across internal teams, escalating appropriately and sharing knowledge freely
- Adaptable - Comfortable in a fast-growing, evolving practice where processes are still being built
About Aprio
Sourced by ZipRecruiter
Industry
Accounting services
Company size
501 - 1,000 Employees
Headquarters location
Atlanta, GA, US
Year founded
1952