Remote Onboarding Specialist – Process & Projects

Opsahl Dawson; Vancouver (WA); Hybrid; USD 100,000 - 125,000; Full time

Benefits offered by this job

Unlimited PTO

Medical, Dental, Vision, & Voluntary保险

401(k) Matching

Annual Performance Bonus

12 Paid Holidays

Flexible Scheduling Options

Equity Program Eligibility at Sr. Mgr+

Job summary

Ascend and Opsahl Dawson are seeking an Onboarding Accounting Specialist to ensure seamless onboarding for CAS clients and lead strategic onboarding initiatives. You will bridge internal teams, clients, and leadership to implement new client services and drive process improvements.

You will focus on client onboarding experience, process innovation, project management, technology enablement, and cross-department collaboration to support growth and effective service delivery.

Qualifications

• Bachelor’s degree in business or accounting is required.
• 3–5 years in project management, onboarding or operations.
• Excellent organizational and time management skills.
• Clear, professional written and verbal communication.
• Detail-oriented with strong process discipline.
• Ability to navigate cross-functional teams and handle ambiguity.
• Client service orientation with a proactive mindset.
• Experience with QuickBooks and QuickBooks Desktop.
• Payroll processing and reporting experience.

Responsibilities

• Lead onboarding phases for new CAS clients from kickoff to steady-state transition.
• Create and manage client onboarding project plans and timelines.
• Coordinate firm-wide projects, including software rollouts and new services.
• Develop onboarding SOPs, templates, and best practices.
• Train CAS team members on onboarding processes and tools.
• Monitor onboarding progress and resolve roadblocks.

Skills

Project management

Time management

Communication

Attention to detail

Cross-functional collaboration

Ambiguity tolerance

Client service orientation

Payroll processing

Education

Bachelor's degree in business, accounting, or a related field

Tools

QuickBooks

QuickBooks Desktop

Job description

Ascend and Opsahl Dawson are seeking an Onboarding Accounting Specialist to ensure seamless onboarding for CAS clients and lead strategic onboarding initiatives. You will bridge internal teams, clients, and leadership to implement new client services and drive process improvements.

You will focus on client onboarding experience, process innovation, project management, technology enablement, and cross-department collaboration to support growth and effective service delivery.