Client Onboarding Project Manager

Cedarstone; Wheaton (IL); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical insurance (employer-paid)

401(k) with company matching

10 paid holidays + PTO

Optional dental, vision, and other ins

Job summary

Cedarstone is seeking a Client Onboarding Project Manager to partner with our Client Experience and Financial Operations teams. You will design and lead a seamless implementation process for new clients, taking the baton from sales and setting up for long-term success.

This full-time, remote-friendly role offers flexible work arrangements (remote or hybrid with 1–2 days per week in our Wheaton, IL office) and a benefits package designed to support your life inside and outside of work.

Qualifications

• Experience in project management, implementation, professional services, nonprofit operations, or accounting operations.
• Strong organizational and communication skills with ability to build clear process documentation.
• Familiarity with AP, payroll, donation processing, or client service workflows is a plus.

Responsibilities

• Lead the Roadmap: Own and drive onboarding plans, timelines, and cross-functional team tasks.
• Design the Setup: Coordinate collection of essential setup details, from system access and banking to payroll and workflow requirements.
• Set Teams Up to Win: Ensure receiving teams are prepared and expectations are clear before project wrap-up.
• Evolve the Process: Refine onboarding checklists, templates, and tools while flagging timeline or scope risks.

Skills

Project management

Operational design

Process documentation

Communication

Job description

Client Onboarding Project Manager (Full-Time | Remote or Hybrid | Exempt)

Why Cedarstone?

At Cedarstone, we help nonprofits change the world by running their back-office operations—freeing them to focus entirely on their mission. We are a growing company built on trust, excellence, and a shared purpose. If you love turning complex details into smooth, organized processes and want your work to have a meaningful impact, we’d love to meet you.

The Opportunity:

We are looking for a Client Onboarding Project Manager to partner closely with our Client Experience and Financial Operations teams. In this role, you won't be running day-to-day accounting or managing long-term accounts. Instead, you will be the architectural bridge that creates and leads a seamless implementation process for new clients and expanded services. You’ll take the baton from sales and design the roadmap that sets our clients up for long-term success.

What You’ll Do Here:

• Lead the Roadmap: Own and drive onboarding plans, timelines, and cross-functional team tasks.


• Design the Setup: Coordinate the collection of essential setup details, from system access and banking to payroll and workflow requirements.


• Set Teams Up to Win: Partner with internal leaders to ensure receiving teams are fully prepared and workflow expectations are crystal clear before a project wraps up.


• Evolve the Process: Continuously refine our onboarding checklists, templates, and tools while proactively keeping leadership ahead of any timeline or scope risks.

What You Bring:

• The Right Background: Professional experience in project management, implementation, professional services, nonprofit operations, or accounting operations.


• The Toolkit: Exceptional organization skills, clear communication, and a knack for building highly functional process documentation.


• Bonus Points: Familiarity with AP, payroll, donation processing, or client service workflows is a huge plus.

The Perks & Culture:

This is a full-time, 40-hour-per-week role reporting directly to the Chief Operating Officer. We embrace a flexible, remote-friendly culture where you can work from home or in a hybrid arrangement (1–2 days/week in our Wheaton, IL office) or fully remote from any of our registered states: AR, AZ, CO, FL, GA, IA, IL, IN, KS, MI, NC, OH, TN, or TX.

We offer a competitive benefits package designed to support your life inside and outside of work, including:

• Medical insurance (approximately 75% employer-paid)


• 401(k) plan with company matching


• 10 paid holidays plus generous PTO


• Optional dental, vision, and supplemental insurance