Client Onboarding Specialist

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. 

Job 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. 

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.

Preferred Qualifications

• Workday experience.

• Customer onboarding experience.

• Experience in a professional services environment.

"Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.

Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.  

Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.  

Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract. 

Armanino has a robust offering of benefits, including: 

• Medical, dental, vision

• Generous PTO plan and paid sick time

• Flexible work arrangements

• 401K with Profit Sharing

• Wellness program

• Generous parental leave

• 11 paid holidays

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.  

For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance 

To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/ 

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.