Client Onboarding Lead, Cloud Accounting

Zenbooks

. Lead all aspects of client onboarding from kickoff to handoff .

Posted 9/18/2026full-timeRemote • CanadaSenior💰 CA$75,000 - CA$85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client onboarding and offboarding processes, utilizing cloud accounting software such as Xero and QBO. Capable of developing workflows, auditing client processes, and enhancing service quality through effective communication and problem-solving.

Highest-signal resume keywords

Client OnboardingCloud Accounting SoftwareProcess ImprovementClient Relationship ManagementAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client OnboardingProcess AuditingWorkflow DevelopmentData TransferSystem Access ManagementFinancial Document GatheringCustom Reporting SetupAutomation ImplementationSOP DevelopmentMetrics Monitoring

Soft Skills

Client-Service OrientationCommunication SkillsProblem-Solving SkillsTime ManagementCollaboration

Tools & Technologies

XeroQBODextPlootoKarbonIgnition

Certifications & Qualifications

Criminal Background CheckEducation VerificationEmployment Verification

Industry Keywords

Public AccountingClient RetentionHigh-Touch OnboardingAccounting ProcessesFinancial Management

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Lead all aspects of client onboarding from kickoff to handoff
Gather required financial documents, system access, and background information
Set up clients in core systems including QBO/Xero, Dext, Plooto, Karbon, and Ignition
Coordinate client offboarding, including data transfer, access removal, document and work-item archiving, and communication of next steps
Develop and refine onboarding templates, checklists, and SOPs
Build scalable workflows tailored to client needs
Audit client processes including AP, AR, payroll, month-end, and expense management
Identify gaps and inefficiencies and implement improvements, automation opportunities, and system enhancements
Partner with accounting, payroll, tax, and L&D teams on best-practice processes and training materials
Set up custom client reporting during onboarding
Escalate and resolve system, process, and communication issues
Diagnose recurring problems and implement long-term solutions
Monitor onboarding and client health metrics and escalate concerns to departmental leaders
Build client relationships and provide training on cloud tools and processes
Maintain check-ins during high-touch onboarding periods and process overhauls
Support client retention through consistent communication and service quality
Conduct semi-annual check-ins with team members to assess client satisfaction and support opportunities
Collaborate with Advisory and Operations on special projects, out-of-scope work, and catch-up work
Provide recurring pain-point feedback to Operations
Participate in internal meetings to share onboarding progress, insights, and client risks

Requirements

What you’ll need

2-3 years of experience working in a client-facing position within public accounting
Experience with cloud accounting software such as Xero and/or QBO is required
Must pass a criminal background check and/or education and employment verification
Working from home is a requirement
Access to high-speed internet
Availability during core business hours
Highly organized and detail-oriented
Exceptional client-service orientation
Ability to ask thoughtful questions and learn new tools quickly
Self-starter who takes ownership and follows through
Strong attention to detail and organizational skills
Excellent communication and customer service skills
Adaptability and effective problem-solving skills
Time management and multitasking abilities
Collaboration and initiative in team settings

Benefits

Comp & perks

5 Personal Days
10 Vacation days
1 week during the winter holidays
100% Employer-paid Health benefits (medical, dental, disability, life insurance)
Flexible health spending account
RRSP matching program
Fully remote work arrangement
High-speed internet access required for working from home