e2E, LLC · 9 hours ago
Client Onboarding Consultant
Kansas City, MO
Full-time
Hybrid
Senior Level
6+ years expe2E, LLC is a company that supports startups, small businesses, and nonprofits in achieving growth through strategic finance and HR services. The Client Onboarding Consultant is responsible for coordinating and executing the onboarding process for new clients, ensuring a smooth transition into the company's services while managing various accounting and finance-related tasks.
Management Consulting
Responsibilities
Contribute to the development, documentation, and ongoing refinement of a comprehensive, client‑focused, and scalable client onboarding process for e2E
Create, own, and manage assigned client onboarding activities, serving as a key point of contact for accounting and finance‑related onboarding tasks
Review prospect introduction call notes and recordings to understand client goals, engagement scope, and onboarding requirements
Develop onboarding request lists, timelines, schedules, and agendas, and actively monitor progress against internal and client service‑level agreements (SLAs)
Proactively communicate status updates, risks, scheduling changes, or deviations to the Chief Client Success Officer and the Client Onboarding team
Establish and manage onboarding schedules and task calendars for each assigned client
Coordinate payroll setup activities, including transitioning payroll providers when required
Perform general ledger mapping and ensure alignment with e2E accounting standards
Review, update, and correct client accounting records to ensure accurate accounting practices and compliance
Identify and implement efficiencies within client accounting files, including bank rules, automated processes, and report generation
Produce the first month of full‑charge bookkeeping for new clients as part of the onboarding process
Ensure accuracy and completeness of all adjusting journal entry schedules
Draft accounting manuals and onboarding checklists for new clients using established templates
Facilitate a smooth handoff and transition of clients from onboarding to the internal accounting team
Initiate and implement continuous improvement efforts to enhance the onboarding experience, internal workflows, efficiency, and scalability
Perform additional onboarding tasks and client‑related projects as assigned
Qualification
Required
Bachelor's degree in accounting required
Six (6) or more years of relevant accounting or financial operations experience
Strong accounting and financial operations knowledge, including systems setup and project management
Hands‑on experience performing bank and credit card reconciliations, accounts payable and receivable, payroll processing, monthly close, adjusting journal entries, and financial statement preparation
Proficiency with QuickBooks Online is required
Skilled in Microsoft Office Suite, document-sharing platforms (Dropbox, etc.), and virtual collaboration tools (e.g., Zoom, GoToMeeting)
Exceptional customer service skills with a client‑centric mindset
Exceptional attention to detail with the ability to execute onboarding tasks accurately and efficiently
Excellent written and verbal communication skills, with the ability to communicate professionally and effectively with clients and internal stakeholders
Highly organized and capable of managing multiple client onboardings simultaneously in a fast‑paced environment
Expert project management, problem‑solving, and troubleshooting skills
Self‑motivated, accountable, and focused on continuous improvement
Preferred
CPA preferred
Experience setting up and running payroll preferred
Experience with other accounting software is a plus
Benefits
Competitive salary and performance-based bonuses.
Comprehensive benefits package, including healthcare and retirement plans.
Professional development opportunities and ongoing training.
Collaborative and innovative work environment.
Opportunity to work with diverse and exciting clients.
Company culture that values creativity, initiative, and growth.
Company
e2E, LLC
Do You Have Big Dreams? At e2E, we empower small businesses and non-profits to dream big and focus on what they do best—by taking the financial, HR, and accounting load off their shoulders.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Nancy McCullough
Founder & CEO
David Deitzer, CMA
CFO Consultant
Company data provided by crunchbase