Client Onboarding Project Manager
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Job Description
Client Onboarding Project Manager working at Cedarstone to lead seamless implementation processes for nonprofit clients. Focusing on onboarding plans and collaboration with financial operations teams.
Responsibilities:
- Own and drive onboarding plans, timelines, and cross-functional team tasks.
- Coordinate the collection of essential setup details, from system access and banking to payroll and workflow requirements.
- Partner with internal leaders to ensure receiving teams are fully prepared and workflow expectations are crystal clear before a project wraps up.
- Continuously refine our onboarding checklists, templates, and tools while proactively keeping leadership ahead of any timeline or scope risks.
Requirements:
- Professional experience in project management, implementation, professional services, nonprofit operations, or accounting operations.
- Exceptional organization skills
- Clear communication
- Familiarity with AP, payroll, donation processing, or client service workflows is a huge plus.
Benefits:
- Medical insurance (approximately 75% employer-paid)
- 401(k) plan with company matching
- 10 paid holidays plus generous PTO
- Optional dental, vision, and supplemental insurance
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