Client Onboarding Specialist

Armanino India LLP (USD); New Delhi; On-site; INR 600,000 - 1,200,000; Full time

Benefits offered by this job

Provident Fund

Gratuity

Medical Insurance

Group Personal Accident Insurance

Job summary

Armanino India LLP is hiring to support systematized onboarding of customers and projects using Workday templates and PSA tools. You will manage customer setups, contract data, and engagement documents, while coordinating across internal teams to ensure accurate forecasting and billing schedules.

The role requires experience with multiple software systems, cross-functional collaboration, and the ability to multitask in a fast-paced environment.

Qualifications

• Bachelor’s Degree in a relevant field is preferred.
• 1-2 years of relevant work experience preferred.
• Experience working in multiple software systems daily.
• Experience working cross functionally with internal resources and multiple business units.
• Ability to multi-task on several projects simultaneously in a fast-paced environment.
• Workday experience is preferred.
• Experience with customer onboarding preferred.
• Experience within the professional services environment is preferred.

Responsibilities

• Responsible for creation and setup of customers and projects based on allocation of work.
• Create and maintain templates in Workday.
• Responsible for creation of revenue and billing schedules needed for Workday PSA tool.
• Ensure all required contracts (Engagement Letters, Statements of Work, Change Requests) information needed for resource forecasts and workforce planning is captured.
• Contract information to include key terms and duration of contract required for Workday PSA tool.
• Ensure required engagement documents are signed, stored in the appropriate location and setup projects in our internal systems.
• Recommend procedural and systems changes that will deliver quality service to customers.
• Onboard new customer onto the Armanino Access App and respond to customers with onboarding questions.
• Create operating procedure documentation for all onboarding processes
• Export, review, update transform and import data from and into appropriate systems.
• Assist in developing the strategy for customer creation and maintenance.
• Manage annual rollovers and renewals of recurring projects and engagements.
• Adjust system data to ensure accuracy.
• Administer users on internal systems.
• Identify and help improve processes and standardizations.
• Assist in deploying firmwide transformation initiatives that align with our 2025 Vision.

Education

Bachelor’s Degree in relevant field

Tools

Workday

Job description

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino (USA) is proud to be among the top 20 Largest Firms in the United States of America and one of the Best Places to Work. Armanino (USA) has more than 2500 employees across the USA and more than 20 offices in different states of the USA. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino (USA), we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.

This open position is for Armanino India LLP. Armanino India LLP is a fully owned subsidiary of Armanino (USA).

Responsibilities

• Responsible for creation and setup of customers and projects based on allocation of work.
• Create and maintain templates in Workday.
• Responsible for creation of revenue and billing schedules needed for Workday PSA tool.
• Ensure all required contracts (Engagement Letters, Statements of Work, Change Requests) information needed for resource forecasts and workforce planning is captured.
• Contract information to include key terms and duration of contract required for Workday PSA tool.
• Ensure required engagement documents are signed, stored in the appropriate location and setup projects in our internal systems.
• Recommend procedural and systems changes that will deliver quality service to customers.
• Onboard new customer onto the Armanino Access App. and respond to customers with onboarding questions.
• Create operating procedure documentation for all onboarding processes
• Export, review, update transform and import data from and into appropriate systems.
• Assist in developing the strategy for customer creation and maintenance.
• Manage annual rollovers and renewals of recurring projects and engagements.
• Adjust system data to ensure accuracy.
• Administer users on internal systems.
• Identify and help improve processes and standardizations.
• Assist in deploying firmwide transformation initiatives that align with our 2025 Vision.

Requirements

• Bachelor’s Degree in relevant field is preferred
• Minimum of 1-2 years of relevant work experience
• Experience working in multiple software systems daily
• Experience working cross functionally with internal resources and multiple business units
• Ability to multi-task on several projects simultaneously in a fast-paced environment
• Workday experience is preferred
• Experience with customer onboarding preferred
• Experience within the professional services environment is preferred

Compensation and Benefits

• Compensation: Commensurate with Industry standards
• Other Benefits: Provident Fund, Gratuity, Medical Insurance, Group Personal Accident Insurance etc. employment benefits depending on the position.

“Armanino” is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.

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We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. Armanino is one of the top 25 largest independent accounting and business consulting firms in the United States. We are a nationwide leader serving privately held companies and private individuals, as well as nonprofit organizations and public entities. Please see our Privacy Policy - Privacy Policy - (armanino.in).