Client Onboarding Specialist

Armanino LLP•St. Louis, MO

About The Position

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. As the Client Onboarding Specialist, you will administer our contract process, onboard new customers, and engagements with a handshake between sales and delivery, set up projects in our Workday PSA tool, and special projects for the Transformation Business Excellence team.

Requirements

Bachelor’s Degree in relevant field or equivalent work experience
Minimum of 3 years of relevant work experience.
Comfortable navigating multiple software systems daily.
Skilled at working cross-functionally with teams across the business.
Ability to multi-task on several projects simultaneously in a fast-paced environment.

Nice To Haves

Workday experience.
Customer onboarding experience.
Experience in a professional services environment.

Responsibilities

Responsible for creation and setup of customers and projects based on allocation of work.
Create and maintain templates in Workday.
Responsible for creation of revenue and billing schedules needed for Workday PSA tool.
Ensure all required contracts (Engagement Letters, Statements of Work, Change Requests) information needed for resource forecasts and workforce planning is captured.
Contract information to include key terms and duration of contract required for Workday PSA tool.
Ensure required engagement documents are signed, stored in the appropriate location and setup projects in our internal systems.
Recommend procedural and systems changes that will deliver quality service to customers.
Onboard new customer onto the Armanino Access App. and respond to customers with onboarding questions.
Create operating procedure documentation for all onboarding processes
Export, review, update transform and import data from and into appropriate systems.
Assist in developing the strategy for customer creation and maintenance.
Manage annual rollovers and renewals of recurring projects and engagements.
Adjust system data to ensure accuracy.
Administer users on internal systems.
Identify and help improve processes and standardizations.