[Hiring] Client Onboarding Project Manager @Cedarstone Holdings Inc.

Role Description

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.

• 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.

Qualifications

• Professional experience in project management, implementation, professional services, nonprofit operations, or accounting operations.
• Exceptional organization skills, clear communication, and a knack for building highly functional process documentation.
• Familiarity with AP, payroll, donation processing, or client service workflows is a huge plus.

Requirements

• This is a full-time, 40-hour-per-week role reporting directly to the Chief Operating Officer.
• Flexible, remote-friendly culture where you can work from home or in a hybrid arrangement.

Benefits

• Medical insurance (approximately 75% employer-paid)
• 401(k) plan with company matching
• 10 paid holidays plus generous PTO
• Optional dental, vision, and supplemental insurance