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Client Onboarding Project Manager

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🔥 0 minutes ago

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Logo of Cedarstone

Cedarstone

51 - 200 employees

We began as one friend helping another establish a nonprofit in 1993.

đź“‹ Description

• 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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