Client Onboarding Specialist

Company: Jitasa

Job Title: Onboarding Specialist

Location: Boise, ID

Employment Status: Full Time

Onboarding Specialist

About Us

Jitasa is the first and largest international accounting and bookkeeping services provider dedicated solely to the nonprofit sector. Our name, Jitasa (ji-tah-suh), means “The Spirit of Serving Others.” It’s who we are and why we love playing a small role in the great work of our clients. We're accountants with two passions, numbers and helping the non-profit community.

Why Join Our Team?

We know that you have many employment opportunities, however few can match the unique and rewarding career that Jitasa offers. Join our team and we are committed to providing you the following:

Clear Career Development & Opportunity – We love to promote from within.

Culture, Comradery, & Community – We believe that work can and should be fun. We also share the same passion to help nonprofits do what they do best and that is what unites us.

Mission-Driven Values, Meaningful Work – We truly believe in our core values – Conscientious, Gracious, and Discipline – and they are what guide us as a company.

Work/Life Harmony – We are proud to offer flexible work schedules when needed.

Global Team Experience – We work closely with our international team members who all share our same passion for helping nonprofits.

Job Description

We're now hiring an Onboarding Specialist to help support our growing team. The primary role of this position is to lead and direct the onboarding of new clients into the Jitasa delivery system. The responsibilities of this role include:

Effectively communicate onboarding expectations and timelines with clients and co-workers

Implement best practice policies, procedures, and processes to be executed by the delivery teams

Configure internal and external systems as necessary

Support and train new clients on the adoption of Jitasa systems and processes

Analyze and architect the accounting structure of new clients to conform to the unified chart of accounts

Ensure all new clients are seamlessly transitioned to the delivery teams

Above all, provide a superior client experience to new organizations that join Jitasa!

If you're hard-working, have a proven ability to work independently, and passionate about serving non-profits, Jitasa is a perfect match that offers a career with both purpose and opportunity.

Skills / Qualifications

1. Education: A Bachelor’s degree in accounting or finance is required.

2. Work Experience: Typically 2-3 years of relevant, hands-on accounting experience.

Candidates should have experience:

Managing multiple projects with competing priorities and deadlines

Setting clear expectations and timelines

Navigating and understanding ambiguous situations

Adapting to multiple scenarios

Independently solving complex situations

Directing and delegating tasks to others

3. Skills:

Candidates must possess a high level of general accounting knowledge and bookkeeping skills

Candidates must possess a high level of knowledge of NFP accounting principles

Candidates must possess excellent client communication skills and the ability to maintain a positive client relationship

Candidates must possess excellent communication skills internally with team members and demonstrate the ability to explain

complex things simply

Candidates must have a high proficiency in client management as well as project management. They must demonstrate the ability to manage multiple clients and projects to successful completion on time

Candidates must demonstrate good leadership skills and the ability to achieve results

Candidates must possess proficient conflict resolution skills

Candidates should be willing to collaborate and work effectively with others, both internally and externally in order to achieve goals.

Candidates should show initiative and follow through; and demonstrate that they’re highly motivated, a self-learner, and able to work independently

4. Technical Competencies:

Highly Skilled in Microsoft Excel

Highly Skilled in Mavenlink

Highly Skilled at email management via Microsoft Outlook

• Highly Skilled at learning and supporting new technologies and systems
• Highly Skilled at time management and coordinating schedules

Compensation and Benefits

1. Compensation

$70,000 - $80,000 base salary DOE

2. Benefits & Perks

Medical, Dental, and Vision insurance

Paid Sabbatical after 5 years of service

Generous Paid Time Off policy based on years of tenure

40 hours of Paid VTO (Volunteer Time Off) per year

401k plan with employer contribution match

Casual dress code and a fun and relaxed office culture

Job Type: Full-time

Pay: $70,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Education:

• Bachelor's (Required)

Experience:

• Accounting: 1 year (Required)
• Client Onboarding: 1 year (Required)

Work Location: Remote