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
Senior Team Lead, Customer Onboarding
Bethesda, MD · On-site
$200K/yr
Demonstrated experience managing complex projects and delivering outcomes in fast-paced, cross ... onboarding engagements, with a strong track record of cross-functional partnership across Sales ...
Senior Team Lead, Customer Onboarding
Bethesda, MD · On-site
$200K/yr
Demonstrated experience managing complex projects and delivering outcomes in fast-paced, cross ... onboarding engagements, with a strong track record of cross-functional partnership across Sales ...
Urgent Need Project Manager
Rockville, MD · On-site
$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
Rockville, MD · On-site
$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 ...
Support the PMO in evolving its operating model, contributing to how the function structures, prioritizes, and delivers work organization-wide. * Assist in onboarding and orienting project ...
Support the PMO in evolving its operating model, contributing to how the function structures, prioritizes, and delivers work organization-wide. * Assist in onboarding and orienting project ...
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
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 ...
Contribute to a repeatable playbook development including onboarding collaterals (decks, 1 pagers ... Required Qualifications: * 5+ years of project management experience in an enterprise SaaS ...
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
$85K - $110K/yr
Build and manage the field workforce, including hiring, onboarding, performance management, and ... About 10 years of project management experience in water/wastewater infrastructure, utility ...
Quick apply
Project Manager
Washington, DC · On-site
$85K - $110K/yr
Build and manage the field workforce, including hiring, onboarding, performance management, and ... About 10 years of project management experience in water/wastewater infrastructure, utility ...
USTDA - Project Manager Information Resource Center (IRC) Administrative Support Services Location ... onboarding/offboarding coordination, and cross-training activities. • Support quality control ...
Quick apply
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
USTDA - Project Manager Information Resource Center (IRC) Administrative Support Services Location ... onboarding/offboarding coordination, and cross-training activities. • Support quality control ...
Project Manager
Herndon, VA · On-site
Support procurement, contract transitions, and service onboarding/offboarding. * Ensure successful ... Knowledge of: * Sponsor Project Management Frameworks * Waterfall, Agile, and Hybrid delivery ...
Project Manager
Herndon, VA · On-site
Support procurement, contract transitions, and service onboarding/offboarding. * Ensure successful ... Knowledge of: * Sponsor Project Management Frameworks * Waterfall, Agile, and Hybrid delivery ...
Senior Project Manager
Mclean, VA · On-site
This role is responsible for managing day-to-day project activities, driving AI tool onboarding and rollout, coordinating cross-functional execution, tracking adoption metrics, enabling early ...
Senior Project Manager
Mclean, VA · On-site
This role is responsible for managing day-to-day project activities, driving AI tool onboarding and rollout, coordinating cross-functional execution, tracking adoption metrics, enabling early ...
... and onboarding. * Be available during normal working hours within 30 minutes and after hours ... Manages project team activities. * Technical Skills - Pursues training and development ...
Quick apply
... and onboarding. * Be available during normal working hours within 30 minutes and after hours ... Manages project team activities. * Technical Skills - Pursues training and development ...
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
Herndon, VA · Hybrid
Project Manager, Information Security Two Six Technologies is seeking a Project Manager experienced ... S. government's processes for on-boarding, operating, and maintaining software systems on ...
Project Manager
Herndon, VA · Hybrid
Project Manager, Information Security Two Six Technologies is seeking a Project Manager experienced ... S. government's processes for on-boarding, operating, and maintaining software systems on ...
Contribute to a repeatable playbook development including onboarding collaterals (decks, 1 pagers ... Required Qualifications: * 5+ years of project management experience in an enterprise SaaS ...
Quick apply
Contribute to a repeatable playbook development including onboarding collaterals (decks, 1 pagers ... Required Qualifications: * 5+ years of project management experience in an enterprise SaaS ...
This role will provide learning consultation and project management over the collective Tech Onboarding experience from intern to Tech Leader. This person will be responsible for the long term ...
This role will provide learning consultation and project management over the collective Tech Onboarding experience from intern to Tech Leader. This person will be responsible for the long term ...
Project Manager (813.c)
$55 - $60/hr
EPSI Worx is seeking an experienced Project Manager to join our client's team as an Organizational ... onboarding.
Project Manager (813.c)
$55 - $60/hr
EPSI Worx is seeking an experienced Project Manager to join our client's team as an Organizational ... onboarding.
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 are some common challenges faced by Onboarding Project Managers when coordinating cross-departmental onboarding processes?
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 are the 4 types of project managers?
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?
How much do onboarding managers make in the US?
Can I make 100k as a project manager?
Full-time
Medical, Dental, Vision, Retirement
Re-posted 10 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