Onboarding Manager for Bookkeeping Operation -
Onboarding Manager for Bookkeeping Operation -
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Job Description
Job Title: Onboarding Manager for Bookkeeping Operation
Location: Remote (EST Time zone)
Salary Range: up to 2500 USD
Work Schedule: Monday Friday 9:00 AM to 5:00 PM (EST)
NOTE: INDEPENDENT CONTRACTOR POSITION
Company Overview:
Sagan is an exclusive membership community for top executives founders and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and USbased businesses connecting candidates from vibrant regions like Latin America the Philippines India Pakistan Bangladesh and Africa with leading American companies. Discover a world of career possibilities with Sagan.
About the Company:
Sagan represents a company specializing in bookkeeping services providing innovative solutions to support clients financial clarity and organizational growth. The team is dedicated to delivering exceptional service and fostering meaningful client relationships.
Position Overview:
The Onboarding Manager plays a critical role in ensuring a seamless and highquality experience for new clients. Responsible for integrating clients into the companys financial systems this role ensures the delivery of accurate accessible financial data while fostering strong client relationships. In 2025 the company expects to onboard approximately 100 new clients underscoring the importance of this position in maintaining its growth trajectory.
Key Responsibilities:
- Client Integration: Transition new clients into the companys financial systems creating tailored processes that ensure accurate uptodate and easily accessible financial information.
- ProblemSolving: Analyze clients existing financial systems and design innovative solutions to meet their unique needs.
- System Design and Implementation: Create document and manage financial processes; identify areas for innovation and improvement.
- Client Relationship Management: Establish trust and rapport with clients using strong interpersonal skills and a touch of humor to build lasting relationships.
- Adaptability: Master new software and systems to enhance service delivery and support company growth.
- Collaboration: Partner with internal teams to ensure seamless onboarding and handoff to other departments.
Qualifications:
- Understanding of U.S. GAAP accounting with experience in bookkeeping or accounting roles.
- Familiarity with QuickBooks Online or comparable accounting software.
- Strong analytical and problemsolving skills with a passion for designing and documenting systems.
- Excellent interpersonal and communication skills with the ability to build trust and manage client expectations.
- Selfmotivated with the ability to manage multiple onboarding projects simultaneously in a dynamic environment.
NicetoHaves:
- Experience in the home services or construction industries.
- Bilingual in English and Spanish.
- Experience with U.S. tax preparation.
Please note: To ensure prompt processing of your application we kindly request that you submit your resume and an introductory video in English format.
Employment Type
Full Time
