Accountant - Client Onboarding Specialist

Posted 3 Hours Ago
Be an Early Applicant
Vancouver, BC, CAN
Hybrid
Senior level
Professional Services • Consulting • Financial Services
The Role
Lead client onboarding for cloud-based bookkeeping and accounting services. Set up accounting systems, customize workflows, connect integrations, migrate clients from spreadsheets, troubleshoot issues, test automation and AI tools, conduct onboarding calls, coach clients, and manage multiple projects while coordinating with Sales and Delivery teams.
Summary Generated by Built In

About Us

Enkel is a forward-thinking accounting and technology firm dedicated to providing cloud-based bookkeeping and accounting solutions to Canadian businesses and Not-for-Profit organizations. Our vision is to be the trusted financial partner for our clients, offering accurate and timely financial reporting that empowers better business decisions. Our expertise spans bookkeeping, payroll, accounts payable, accounts receivable, and financial reporting, ensuring our clients receive best-in-class financial management support.

What We're Looking For

We’re looking for a tech-savvy, client-focused bookkeeping professional who’s excited about working at the intersection of accounting and innovation. As our Client Onboarding Specialist, you’ll be the bridge between the sale and service delivery—bringing new clients into the Enkel ecosystem and setting them up for long-term success.

If you geek out over cloud accounting tools like QuickBooks Online, love exploring integrations that streamline workflows, and get curious about how AI is transforming finance, this role was made for you. You'll lead onboarding projects that don’t just set up books—they help clients modernize how they manage their finances.

This is a full-time, in-office position based at our downtown Vancouver HQ, where you’ll be surrounded by a collaborative team and the latest in accounting tech.

What Your Day Looks Like

Your day will be a mix of hands-on bookkeeping, project management, and client coaching. You'll guide organizations through onboarding—setting up systems, customizing workflows, connecting apps, and showing clients how to work smarter, not harder.

Expect to:

  • Dive into QuickBooks Online, Dext, Plooto, and other best-in-class tools to build out modern, automated financial workflows.
  • Help clients move off spreadsheets and into the cloud—showing them how tech can eliminate inefficiencies and boost visibility.
  • Test new features, integrations, and even AI-enabled tools that help make finance operations faster and more accurate.
  • Lead onboarding calls, troubleshoot setup issues, and ensure each client feels confident and supported from day one.
  • Juggle multiple projects, keep timelines on track, and work closely with our Sales and Delivery teams to create a consistent, high-quality onboarding experience.
  • Be the expert clients turn to when they’re unsure how to make their financial systems work better—and deliver clarity with confidence.

You’ll be playing a critical role in making sure every new client experience starts off on the right foot—with tools that work, numbers that add up, and a team they can trust.

What You Bring

  • Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience in bookkeeping.
  • CPB or CPA designation (or equivalent bookkeeping certification) is highly preferred.
  • 5+ years of bookkeeping experience, including accounts payable, accounts receivable, payroll, reconciliations, and financial reporting.
  • Strong project management skills with experience managing multiple client projects simultaneously.
  • Experience implementing bookkeeping workflows and cloud-based accounting tools (e.g., QuickBooks Online, Xero, Dext, Hubdoc).
  • Exceptional communication skills, with the ability to explain financial processes to clients clearly.
  • A proactive problem-solver with strong attention to detail and the ability to troubleshoot bookkeeping issues.
  • Strong time management skills, with the ability to prioritize tasks and meet deadlines.
  • Comfortable working in a fast-paced, client-focused environment.

Why Join Us?

  • Opportunity to play a key role in shaping and improving the client onboarding experience.
  • Work with a talented and passionate team dedicated to delivering high-quality bookkeeping and accounting solutions.
  • Make a meaningful impact by ensuring clients receive exceptional bookkeeping support from day one.

 

If you are a bookkeeping professional with project management skills and a passion for helping clients succeed, we’d love to hear from you!

Skills Required

  • Bachelor's degree in Accounting, Finance, a related field, or equivalent bookkeeping experience
  • CPB or CPA designation, or equivalent bookkeeping certification
  • 5+ years of bookkeeping experience, including accounts payable, accounts receivable, payroll, reconciliations, and financial reporting
  • Strong project management skills and experience managing multiple client projects simultaneously
  • Experience implementing bookkeeping workflows and cloud-based accounting tools such as QuickBooks Online, Xero, Dext, or Hubdoc
  • Exceptional communication skills for clearly explaining financial processes to clients
  • Proactive problem-solving skills, attention to detail, and ability to troubleshoot bookkeeping issues
  • Strong time management skills and ability to prioritize tasks and meet deadlines
  • Comfort working in a fast-paced, client-focused environment
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Vancouver
104 Employees
Year Founded: 2016

What We Do

Enkel Backoffice Solutions is a Vancouver-headquartered provider of outsourced financial operations for Canadian businesses and nonprofit organizations. Launched in 2016 on the premise that great businesses need good books, Enkel offers bookkeeping, payroll, fractional controller, and outsourced CFO services. It aims to keep clients' financial operations compliant, organized, and ready to support growth, with a delivery centre in Noida, India.

Similar Jobs

Boeing Logo Boeing

Development Manager

Aerospace • Information Technology • Software • Cybersecurity • Design • Defense • Manufacturing
Hybrid
Richmond, BC, CAN
170000 Employees
108K-193K Annually

Atlassian Logo Atlassian

Senior Software Engineer

Cloud • Information Technology • Productivity • Security • Software • App development • Automation
In-Office or Remote
5 Locations
11000 Employees

Atlassian Logo Atlassian

Consultant

Cloud • Information Technology • Productivity • Security • Software • App development • Automation
In-Office or Remote
6 Locations
11000 Employees
132K-208K Annually

Superhuman Logo Superhuman

Artificial Intelligence Engineer

Artificial Intelligence • Information Technology • Machine Learning • Natural Language Processing • Productivity • Software • Generative AI
Remote or Hybrid
Vancouver, BC, CAN
1500 Employees
128K-210K Annually

Similar Companies Hiring

Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
85 Employees
VCA Animal Hospitals Thumbnail
Pet • Professional Services
Los Angeles, CA
35000 Employees
RapidScale Thumbnail
Cloud • Information Technology • Consulting
Raleigh, NC
600 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account