Client Onboarding Consultant

e2E; St. Louis (MO); Hybrid; USD 85,000 - 115,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits package

Professional development opportunities

Collaborative work environment

Growth opportunities

Job summary

e2E is seeking an experienced Accounting Consultant to lead and coordinate client onboarding for accounting and finance services. The role requires collaboration with internal teams and clients to ensure accurate, scalable transitions into e2E’s services, delivering high‑quality onboarding outcomes.

You will refine onboarding processes, manage client onboarding activities, and oversee payroll transitions while ensuring alignment with e2E accounting standards and client SLAs.

Qualifications

• Bachelor's degree in accounting required; CPA preferred.
• Six (6) or more years ofRelevant 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 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.

Responsibilities

• Contribute to the development and refinement of a scalable client onboarding process.
• Create, own, and manage assigned client onboarding activities.
• Review prospect notes to understand client goals and onboarding requirements.
• Develop onboarding request lists, timelines, and agendas; monitor SLAs.
• Communicate status updates and risks to leadership and onboarding team.
• Establish onboarding schedules and task calendars for each client.
• Coordinate payroll setup activities and transitions when required.
• Perform general ledger mapping and ensure alignment with accounting standards.
• Review and correct client accounting records for accuracy and compliance.
• Identify efficiencies within client accounting files and automate where possible.
• Produce the first month of full‑charge bookkeeping for new clients.
• Ensure accuracy of adjusting journal entry schedules.
• Draft accounting manuals and onboarding checklists for new clients.
• Facilitate handoffs from onboarding to internal accounting team.
• Drive continuous improvement to onboarding processes, workflows, and scalability.
• Perform additional onboarding tasks and client projects as assigned.

Skills

Attention to detail

Communication skills

Project management

Client focus

Organizational skills

Education

Bachelor's degree in accounting

Tools

QuickBooks Online

Ramp

Microsoft Office

Dropbox

Zoom

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.

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.