Job Description
The Onboarding and Implementation Specialist at Aprio is responsible for assisting clients with onboarding processes and implementing solutions, working within a dynamic team at a fast-growing CPA and advisory firm to ensure client success and maximize opportunities.
Key Responsibilities
- Assist clients with onboarding and implementation processes
- Coordinate and support the execution of client projects and services
- Collaborate with team members to ensure smooth client transitions and integrations
Requirements
- Must have the ability to work in a hybrid setup to the specified location, with terms and conditions that may apply.
- Must possess CPA Certification or be willing to obtain CPA Certification with assistance from the company.
- Must have experience working with clients in an onboarding and implementation capacity, demonstrating the ability to assist with client onboarding and implementation processes.
- Must have strong communication skills to collaborate effectively with clients and team members across different locations and languages.
- Must be able to work as part of a high-energy, passionate, caring, and ambitious team in a collaborative environment.
- Must be committed to continuous professional growth and learning, demonstrating a willingness to grow professionally within the organization.
- Must be able to perform the duties of the role in accordance with the company's policies and standards, including adherence to confidentiality and ethical guidelines.
- Must be able to work full-time in the designated role, with availability to participate in on-demand learning classes and training programs.
- Must be able to handle physical demands associated with onsite work, including participating in onsite activities such as meals and shuttle services if applicable.
Benefits & Perks
Compensation/salary range
Work schedule
Work environment perks
Wellness program
HMO coverage
Rewards and Recognition program
Free shuttle service
Free lunch meal
On-demand learning classes
Discretionary time off and Holidays
Performance-based salary increase
Discretionary incentive compensation
Hybrid work setup (terms and conditions may apply)
CPA Certification Assistance and Bonus Program
Growth opportunities
Collaborative team environment
Ready to Apply?
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