Client Onboarding Specialist

About Grassi

After more than 40 years of business growth and industry change, Grassi has redefined what it means to be an advisor and accountant to today’s businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories.

With over 550 employees and nine offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, Denver and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm’s future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future.

Job Summary

We are currently seeking a Client Onboarding Specialist to join our team in our Denver, CO office. This role offers an exciting opportunity to be part of a dynamic and growing firm.

In this role, you will be responsible for overseeing the onboarding process for multiple, new clients, ensuring a smooth transition from sales to steady state operations and providing a positive client experience. You will collaborate with various teams to gather requirements, manage document flow, and facilitate all information to get the client setup. Your communication and project management skills will be essential in guiding clients successfully through the onboarding process.

Responsibilities include, but are not limited to:

• Project managing and overseeing a portfolio of new client locations effectively and managing the process of successfully onboarding a client from sales to steady-state operations
• Managing all document collection, ensuring all technology integrations are established prior to “Go Live,” facilitating delivery of first financials, and establishing all requirements between teams before a client is moved out of on-boarding
• Ensuring client onboarding activities are executed accurately, timely and professionally to ensure clients have a smooth, efficient, and successful onboarding experience
• Communicating effectively regarding onboarding expectations and consistently demonstrating timelines with clients
• Supporting clients in troubleshooting errors and issues during the onboarding process
• Coordinating with other departments to ensure smooth transition from on-boarding for our clients
• Performing other on-boarding activities as required
  
  

Qualifications

• Bachelor’s degree required
• PMP certification preferred
• 1-3 years of client facing experience required
• 1+ year of project management experience preferred
• Proven experience in project management, preferably in a client-facing role
• Familiarity with project management methodologies and tools
• Ability to work collaboratively in a fast-paced environment while managing multiple projects simultaneously
• Excellent oral and written communication skills and an ability to work with clients and internally with team members to ensure a seamless and positive experience.
• Strong analytical and problem-solving skills
• Exceptional organizational, planning and time management skills

Why Grassi?

Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include:

Flexibility: Our work-life balance initiatives include generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday’s program, which allows team members three extra Fridays off during the summer months in addition to their PTO.

Company Culture: Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company’s high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women’s Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. Through our charitable initiative, Grassi Gives Back, we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients.

Benefits Package: Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level. Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program.

ESOP Owned: The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future. Unlike many other ESOPs, Grassi’s is privately funded, with no outside investors or private equity firms involved in the plan.

CPA Incentive: Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees.  Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam.

Learning and Development: We offer Continuing Professional Education (CPE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees.

Wellness Resources: Discounted gym memberships and various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep.

Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. In addition to base salary, we offer a comprehensive benefits package that includes performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development.

Salary ranges are provided to offer transparency and may vary depending on final candidate qualifications and local market conditions. Please find compensation information below for candidates residing in Denver, CO.

Denver ranges are from $60,000 – $65,000