Posted 2 years ago

Summary Description:

The Onboarding Manager (OM) is responsible for successfully leading the FLORES onboarding team to ensure excellent customer service, team accountability, accurate and timely products to the clients and overall professional team execution of a smooth transition for new clients to the FLORES business model. Responsibilities include development and oversight of new client implementation program, on-boarding of new FLORES clients, the managing of onboarding team and client base. The position also includes a heavy focus on contributing to overall company growth by focusing on potential customer needs and planning FLORES service verticals to meet profitable business opportunities.

Essential Job Functions

  • Overseeing and developing staff to ensure an accountable and productive team that drives customer value and overall company success
  • Managing and fostering the growth and goals of your team through monthly coaching sessions and ensuring that regular performance reviews have been conducted
  • Plan, direct and coordinate work plan; assign projects, programs and activities; review and evaluate work products, methods and procedures; identify and resolve problems
  • Advise staff as to the handling of non-routine transactions
  • Ensure that work is properly allocated amongst team and is accurate and completed in a timely manner.
  • Effectively implement the FLORES onboarding process, including FLORES CRM setup and management of the onboarding phases for each new customer
  • Survey clients to determine their anticipated business needs and bring ideas to table on how to service those needs
  • Offer training/consulting service to clients
  • Acting Account Manager for all new AS clients until ready for permanent AM assignment.
  • Provide financial statement analysis and audit
  • Attend client meetings as required
  • Oversee desk coverage and serve as a backup when needed
  • Maintain/update all related on-boarding materials
  • Maintain a keen understanding of industry standards and training trends, developments, and best practices
  • Maintain confidentiality of clients
  • Perform other duties as assigned

Knowledge, Skills and Abilities

  • Solid interpersonal and analytical skills
  • Demonstrated leadership abilities
  • Strong verbal, listening and written communication skills required
  • Proficiency with basic Microsoft Office applications
  • Degree in accounting or a related area is preferred
  • Ability to multi-task, work under pressure and meet deadlines
  • Minimum of five years bookkeeping experience
  • Ability to communicate effectively and professionally with clients and others
  • Ability to follow pre-established guidelines to perform a variety of functions
  • Ability to follow professional appearance and dress code guidelines
  • Strong organizational and problem solving skills
  • Ability to lead, train and supervise others
  • Ability to work independently

Please submit your resume and cover letter to: niki@flores-financial.com

Job Features

Job Category


Reports to

Director of Business Development

Manager Status


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