Director Of Onboarding

Director of Onboarding

Serve as the leader of our onboarding team to ensure new clients are set-up for success in our systems and processes.

Job Title: Director of Onboarding

Classification: Full-time, exempt

Workplace Type: Primarily in-office (at least 4 days per week)

Department: Onboarding

Reporting To: COO

Who is The Charity CFO, LLC?

The Charity CFO is a nationally recognized accounting and advisory firm exclusively serving nonprofit organizations. We partner with mission-driven leaders to provide fractional CFO services, outsourced accounting, and strategic financial guidance that helps nonprofits grow sustainably, remain compliant, and make confident, data-informed decisions.

Our work goes beyond bookkeeping and compliance. We act as trusted financial partners to nonprofit CEOs, boards, and leadership teams - helping organizations strengthen financial infrastructure, improve transparency, and align financial strategy with mission impact.

Through our fractional CFO model, we bring senior-level financial expertise to nonprofits that may not need or be able to afford a full-time CFO. Our clients rely on us for budgeting and forecasting, audit readiness, grant compliance, financial storytelling, and long-term financial planning.

At The Charity CFO, we value clarity, accountability, and generosity. We believe strong financial leadership is a catalyst for stronger missions, healthier teams, and greater community impact.

Our Culture & Values

Our culture is grounded in three core values: Lead with Generosity, Own It and Grow, and Radical Transparency. These values shape how we work together, serve our nonprofit clients, and make decisions as a firm.

We believe generosity shows up through support, collaboration, and a willingness to help others succeed. We assume positive intent, create space for growth, and go the extra mile for our clients and each other.

We take ownership of our work and our outcomes. Mistakes are expected; learning is required. We value people who follow through, seek feedback, and are committed to continuous improvement - both personally and professionally.

We value clear, honest, and timely communication. We share information openly, address challenges directly, and do the right thing even when it’s uncomfortable. Transparency builds trust with our clients, our teammates, and our leadership.

At The Charity CFO, we believe clarity is a form of respect, accountability enables growth, and strong financial leadership helps nonprofit missions thrive. We look for people who align with these values and are excited to contribute to a thoughtful, high-performing, and mission-driven firm.

Our Benefits

From career advancement to free parking to 14 paid holidays, 4 weeks of PTO, and paid parental leave, our comprehensive benefits package makes it easier to be there for your family, plan for the future, and truly enjoy your downtime. Learn more about all of these benefits .

Summary

The Director of Onboarding is a senior leadership role responsible for owning the onboarding operating system and ensuring new nonprofit clients are set up for long-term success with The Charity CFO. This role is accountable for outcomes, visibility, and risk management, not day-to-day task execution.

The Director of Onboarding leads the onboarding team, designs and continuously improves onboarding systems, and ensures leadership has timely, accurate insight into onboarding progress, capacity, and risk. Success in this role is defined by the performance of the team, the quality and timeliness of onboarding outcomes, and strong cross-functional trust.

Job Responsibilities

This is not your typical 9-5 job with a set list of tasks/responsibilities. Ultimately, the Director is accountable for the success of their team and for enabling the company to meet its broader goals. This requires that the Director is constantly assessing their job duties and proactively changing processes to achieve desired outcomes. Job responsibilities will include, but are not limited to:

• Onboarding Strategy & Systems Ownership
• Own and continuously improve the onboarding operating model, including workflows, templates, task readiness standards, handoffs, quality controls, and documentation.
• Design onboarding processes that scale with firm growth and reduce dependency on individual contributors.
• Identify recurring bottlenecks or rework drivers and lead system-level improvements.
• Adopt a technology-focused approach to continuously improve team productivity and results.
• Team Leadership, Development & Support
• Lead, coach, and develop a team of onboarding associates, project manager, and support staff.
• Set clear expectations for quality, deadlines, and client service; hold team members accountable to those standards.
• Provide timely, constructive feedback and conduct regular performance evaluations.
• Step in strategically during high-risk or high-impact situations to support the team without becoming a bottleneck.
• Interview candidates for new positions across the department; ensure that there is a consistent pipeline of “A Players” as the team grows.
• Delivery, Capacity & Risk Management
• Conduct comprehensive reviews of all new clients to provide direction to the team on how to meet objectives for each onboarding project.
• Maintain ownership of team-wide onboarding timelines, milestones, and deliverables.
• Proactively manage capacity, including PTO, holidays, and leave to prevent missed deadlines or burnout.
• Ensure task readiness, dependencies, and documentation standards are met before work is assigned or reassigned.
• Identify, escalate, and mitigate risks early; failure to escalate known risks is considered a failure of the role.
• Visibility, Reporting & Leadership Communication
• Provide leadership with timely, accurate, decision-ready reporting on onboarding status, capacity, and risk.
• Translate operational realities into actionable insights for leadership decision-making.
• Client Experience, Visibility & Cross-Functional Partnership
• Maintain a visible leadership presence with new clients, including participating in client meetings to identify, address, and resolve onboarding challenges.
• Lead difficult or high-stakes conversations with clients when issues arise, ensuring clarity, alignment, and trust.
• Coordinate with ongoing accounting teams and the onboarding team to escalate and resolve onboarding issues, ensuring smooth transitions and shared accountability.
• Coordinate with the business development team regularly to ensure proactive capacity planning and fluid communication regarding client expectations.
• Represent the firm externally as needed, including participation in marketing efforts, thought leadership, or client-facing initiatives.

Experience & Qualifications

Required Experience

• Bachelor’s degree in Accounting or related field.
• 8+ years of progressive accounting experience, with a strong foundation in nonprofit accounting.
• Demonstrated experience owning and leading a function or department, with accountability for outcomes, capacity, and risk - not just day-to-day execution.
• Proven people leadership experience, including hiring, coaching, performance management, and developing experienced staff.
• Experience leading through complexity, ambiguity, or periods of growth, including making judgment calls with incomplete information.

Preferred Experience

• CPA license
• 5+ years of nonprofit accounting experience.
• 5+ years of progressive leadership experience.
• Prior experience overseeing client onboarding, implementation, or complex client transitions.

Skills & Attributes

• Strong systems thinking and ability to design scalable processes.
• High level of professional judgment and comfort making and defending decisions.
• Clear, concise written and verbal communication skills, particularly in executive and client-facing contexts.
• Ability to balance empathy with accountability when leading teams.
• Comfort operating at a strategic altitude while staying connected to operational reality.

What Success Looks Like

• Leadership has consistent, accurate visibility into onboarding performance and risk.
• The onboarding team meets deadlines with minimal rework and clear accountability.
• Capacity is proactively managed, even during high-growth or reduced-availability periods.
• Cross-functional teams trust onboarding to deliver predictable, high-quality outcomes.
• New clients transition smoothly into ongoing services with confidence in our firm.

How to Apply

We want to acknowledge that imposter syndrome is real, so bullet points aside, if our mission, culture & values resonate with you, we want to hear from you! If you are someone who is committed to connecting the dots, supporting clients and colleagues, and want to work in a position that allows you to develop your accounting experience on work that really matters, please apply on our .

If you require special accommodations during the recruitment process, please email our recruiting team whose contact information can be found at the bottom of our .

The Charity CFO, LLC is an equal-opportunity employer and we value diversity at our company. We do not discriminate based on race, religion, color, national origin, dietary preferences, gender, sexual orientation, age, fashion sense, marital status, veteran status, disability status, political leanings, or any other category protected by applicable federal, state or local laws.

Additional Notices

Employment at The Charity CFO is at-will. This job description is not an exhaustive list of all functions that may be required, and The Charity CFO reserves the right to require additional functions as well as to revise this job description at any time.

Job Type: Full-time

Pay: $120,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Education:

• Bachelor's (Required)

Experience:

• Accounting: 8 years (Required)
• Leadership: 5 years (Preferred)
• Performance management: 3 years (Required)
• Hiring: 3 years (Required)
• Sound judgment: 3 years (Required)
• Non-profit accounting: 5 years (Preferred)

License/Certification:

• CPA (Preferred)

Ability to Commute:

• St. Louis, MO 63103 (Required)

Work Location: Hybrid remote in St. Louis, MO 63103