Client Onboarding Project Manager

Cedarstone

. Lead and drive onboarding plans, timelines, and cross-functional team tasks .

Posted 11/11/2026full-timeRemote • United StatesMid-LevelSenior💰 $60,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in project management and implementation, with a strong focus on onboarding processes and cross-functional collaboration. Proficient in developing process documentation and managing client service workflows.

Highest-signal resume keywords

Project ManagementImplementationProcess DocumentationClear CommunicationOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Onboarding PlansWorkflow RequirementsClient Service WorkflowsDonation ProcessingPayroll Management

Soft Skills

Exceptional OrganizationClear Communication

Tools & Technologies

Onboarding ChecklistsImplementation Roadmaps

Industry Keywords

Professional ServicesNonprofit OperationsAccounting OperationsCross-Functional Team Coordination

About the role

Key responsibilities & impact

Lead and drive onboarding plans, timelines, and cross-functional team tasks
Coordinate collection of essential setup details, including system access, banking, payroll, and workflow requirements
Partner with internal leaders to ensure receiving teams are fully prepared
Clarify workflow expectations before project completion
Continuously refine onboarding checklists, templates, and tools
Proactively keep leadership informed of timeline or scope risks
Partner with Client Experience and Financial Operations teams
Design implementation roadmaps for new clients and expanded services

Requirements

What you’ll need

Professional experience in project management, implementation, professional services, nonprofit operations, or accounting operations
Exceptional organization skills
Clear communication
Ability to build highly functional process documentation
Familiarity with AP, payroll, donation processing, or client service workflows is a plus
Full-time, 40-hour-per-week availability
Must be based in one of the registered states: Arkansas, Arizona, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Kansas, Michigan, North Carolina, Ohio, Tennessee, or Texas

Benefits

Comp & perks

Medical insurance (approximately 75% employer-paid)
401(k) plan with company matching
10 paid holidays plus generous PTO
Optional dental, vision, and supplemental insurance
Flexible, remote-friendly culture
Work from home or hybrid arrangement
Fully remote option from registered states