Onboarding Specialist (National Consulting & Outsourcing Team)
At a glance
Mid-level Customer Success role at Cliftonlarsonallen. Connection Center-Charlotte · full-time · no salary stated · we estimate $85,000–$135,150 across the United States.
Cliftonlarsonallen has not published a salary for this role. The figure below is our estimate, not theirs.
growthroles summary, based on the employer's posting.
What you'll do
- Review clients’ charts of accounts and system conversions, then suggest setup improvements
- Learn each client’s business goals, risks and accounting needs, bringing in industry expertise when needed
- Use accounting platforms such as QuickBooks and Xero, plus accounts-payable and receivable tools like BILL and Ramp
- Adjust your work to client deadlines while keeping task execution accurate and consistent
What you bring
- At least three years of relevant experience, ideally in accounting or finance
- A bachelor’s degree, or a combination of education, training and experience in its place
- Working knowledge of chart-of-accounts setup and conversions, plus proficiency with accounting and AR/AP systems
Who this fits
This mid-level role suits someone who can handle client onboarding work across varied industries, communicate clearly and manage projects and time well. It is based at the Connection Center in Charlotte.
From the employer
CLA is a national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other
We are currently seeking an Onboarding Specialist, to join our National Consulting & Onboarding Team. This team is focused on providing an expedient and best in class onboarding experience for clients. This role will focus on developing innovative processes, utilizing technology to the fullest extent, and reinforcing a culture in which the client experience is at the center of the company.
Job Description:
- Knowledge on chart of accounts setup and conversions to make recommendations on improvements.
- Make recommendations to improve chart of accounts and system setup and conversion
- Work across a wide variety of industries, pulling in additional industry expertise when needed.
- Learn business drivers, strategy, risk areas, and accounting concerns.
- Successfully utilize accounting systems such as QuickBooks (Online & Desktop), and Xero.
- Utilize AR/AP systems such as BILL.com and Ramp.com.
- Adapt and change with client needs and deadlines.
- Remain accurate and consistent in task execution.
Education/Experience:
· Education: Bachelor's degree is required. Combination of experience, education, and training may be accepted in lieu of degree. Bachelor's degree in accounting, finance, business administration or a related field is preferred.
· Experience: 3 years of relevant experience required. Experience in accounting or finance field preferred.
Skills/Knowledge:
- Strong communication skills, both written & verbal.
- Strong project and time management skills.
- Ability to adapt and change with client needs and deadlines.
- Knowledge on chart of accounts setup and conversions.
- Proficiency in accounting systems such as QBO, QBD, and Xero.
- Proficiency in AR/AP systems such as BILL and Ramp
- Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc.).
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits, click here.
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