The Role

This role sits at the intersection of client onboarding coordination, systems access, quality assurance, and billing operations. It is the seat that makes sure nothing drops between sales, controllers, IT, and the client. The role reports into Business Operations and works closely with Controllers, IT, the People Team, and the founders.

What You'll Do

• Run point on new client onboarding from contract signature to fully-operational engagement.
• Coordinate setup across client accounting systems, expense management platforms, and payment processors for new client entities, including joining live onboarding calls with clients and vendor account teams.
• Maintain the onboarding checklist and timeline; chase open items across IT, controllers, and the client.