Customer Onboarding Specialist training hotel customers in Mexico on SiteMinder's platform features. Instructing via screenshare, chat, and phone, ensuring customer satisfaction and successful implementation strategies.
About the role
- Onboarding Manager leading client onboarding and accounting system implementations at Baker Tilly. Focusing on project-based work to modernize clients’ financial operations and ensure smooth transitions.
Responsibilities
- Lead client onboarding from kickoff through transition to recurring teams
- Serve as the primary client contact; manage scope, timelines, budgets, and deliverables
- Implement and optimize cloud accounting platforms (Intacct, QBO, NetSuite)
- Integrate third-party tools (bill pay, payroll, expense management)
- Identify risks, resolve issues, and drive process improvements
- Provide initial accounting support, including reconciliations and financial statements
- Review financials and ensure GAAP-compliant, accurate reporting
Requirements
- Bachelor’s degree in Accounting, Finance, or related field (CPA preferred)
- 8+ years of accounting or finance experience, including 5+ years in consulting leading accounting system implementations, migrations, and process/technology assessments
- Deep GAAP knowledge and experience preparing or reviewing financial statements
- Experience with cloud accounting and ERP platforms (e.g., NetSuite, Sage Intacct, QuickBooks Online)
- Ability to train, influence, and collaborate with stakeholders at all levels (staff to C-suite) while delivering high-quality results under deadlines
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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