What are the responsibilities and job description for the Accounting Onboarding Manager position at StevenDouglas?
Account Onboarding Manager
Remote- Texas or Georgia based
Full cycle Accounting and can speak to more complex issues
Sales, COGS and expenses captured on an accrual basis in accordance with GAAP
Client facing- 1st point of contact for the client.
Professional and strong communication skills
Bachelor degree in Accounting
Ecommerce or project based experience
We are seeking an exceptionally organized Accounting Onboarding Manager to oversee and lead the accounting setup process for our e-commerce clients. The ideal candidate will manage the onboarding phase from initiation to completion, ensuring client satisfaction and the delivery of reconciled, accrual financials within agreed-upon timelines.
Responsibilities:
● Manage the onboarding of 3-5 new clients per month, enhancing the overall efficiency of the setup process.
● Execute and host a series of onboarding intake calls to collect the necessary information required to complete our accounting process.
● Serve as the primary contact person for clients during the onboarding phase, ensuring satisfaction and effectively addressing client needs.
● Serve as the technical lead to troubleshoot and investigate all issues related to clients' financials, systems onboarding, and access collection.
● Oversee and complete cleanup work for historical financial statements to ensure accuracy and adherence to standards.
● Transition clients to the recurring accounting team by providing strong documentation of client information and developing comprehensive training resources.
● Deliver finalized financials adhering to our standard Chart of Accounts, ensuring:
- All accounts are reconciled.
- Sales, COGS, and expenses are captured on an accrual basis in accordance with GAAP.
- Quality Assurance processes are completed.
● Facilitate a smooth transition of clients to the recurring bookkeeping team, providing detailed client documentation including:
- Completed Karbon work templates with applicable training documentation.
- Detailed client cheat sheets and vendor glossaries verified by clients.
Preferred Qualifications:
● 2-5 years of experience
● CPA preferred but not required
● Experience with inventory and cost accounting
Perks & Benefits:
● PTO: 15 days during the first year, increasing to 20 days afterward.
● 401(k) with company match (3%) for U.S.-based employees.
● Annual performance bonus.
● Budget for external courses and training.
● Fully remote role with the opportunity to attend an annual company retreat.
Core Culture & Value, our guiding principles are:
● We take pride in our work and deliver excellence to clients
● We are biased towards action
● We bring a positive attitude to work and we make the team better
● We are emotionally intelligent and self-reflective
● We respectfully disagree and work thoughtfully toward mutually effective solutions
● We actively seek knowledge and innovation
● We embrace change
● We build the firm we want to work in
Salary : $70,000 - $80,000
