Onboarding Lead

Sagan Recruitment; Cape Town; Remote; ZAR 600,000 - 900,000; Full time

Job summary

A leading recruitment firm is seeking an Onboarding Lead in Finance for a remote position to manage client onboarding processes. The successful candidate will evaluate accounting systems, enhance workflows, and serve as the primary communication liaison with clients. This role combines expertise in accounting with strong client management skills, aimed at supporting a smooth transition for new clients.

Qualifications

• Strong accounting or financial management experience required.
• Excellent written and verbal English communication skills.
• Experience managing multiple clients and cross-functional collaboration.

Responsibilities

• Lead end-to-end onboarding of new clients for financial services.
• Design and implement improved processes, workflows, and software tools.
• Serve as the main communication point for clients during onboarding.

Skills

Accounting

Financial Management

Communication

Client Management

Process Improvement

Tools

QuickBooks Online

Sage

Netsuite

Job description

Onboarding Lead - Finance

Remote Position in PST Time Zone.

About the Role

The Onboarding Lead - Finance will be responsible for onboarding new clients, evaluating their current accounting systems, and implementing efficient workflows and tools. You will be the key liaison during onboarding, communicating directly with clients, coordinating internal resources, and ensuring a smooth transition.

Key Responsibilities:

• Lead end-to-end onboarding of new clients, reviewing and diagnosing existing accounting processes.
• Clean up disorganized or incomplete books to bring them into compliance and readiness.
• Design and implement improved processes, workflows, and software tools tailored to each client.
• Collaborate with senior accountants to delegate and execute onboarding tasks.

Client Communication & Relationship Management:

• Serve as the main point of contact for clients during onboarding, primarily via email and Zoom.
• Build trust through clear, proactive communication and thoughtful guidance.
• Conduct financial reviews for ongoing clients managed by other accounting managers.

Qualifications:

• Strong accounting or financial management experience.
• Familiarity with accounting software; QBO preferred, but experience with other platforms (QuickBooks Desktop, Sage, Netsuite) is also valuable.
• Excellent written and verbal English communication skills.
• Proven ability to manage multiple clients and collaborate cross-functionally.
• Experience with U.S.-based clients or accounting practices is highly desirable.
• Strong understanding of US GAAP.

Nice-to-Haves:

• Background in an outsourced accounting firm with responsibility for multiple client accounts.
• Exposure to financial planning and analysis work.
• Prior auditing experience.

Requirements:

To apply, please submit your resume in text-based PDF format only. Avoid uploading scanned documents, image files, or Word documents to prevent your application from being overlooked. Both your resume and introductory video must be submitted in English for timely processing.