Job Overview:

Are you an organized client-relations professional with experience in bookkeeping, accounting, or sales support?

Our client is seeking a proactive Client Onboarding Coordinator to guide partners and originators through the end-to-end sales and onboarding journey. In this key role, you will manage leads, participate in discovery calls, coordinate engagement letters, and handle CRM and client setup. Proficiency with QuickBooks Online or CCH Axcess is a major plus to help you hit the ground running! 

Schedule:

Monday - Friday, 8:30 AM - 5:30 PM Eastern Time, with 1 hour unpaid break (40 work hours per week)

Responsibilities:

• Work closely with partners and originators to manage leads and follow-up activities.
• Participate in sales and discovery calls, document client needs, and coordinate next steps.
• Maintain accurate lead, CRM, engagement, and onboarding records.
• Collect and organize prospect documents and follow up on missing information.
• Prepare engagement letters and monitor them through execution.
• Complete new-client setup, including the Yellow Sheet, CCH Axcess jobs, client folders, and onboarding trackers.
• Establish billing in QuickBooks Online, CCH Axcess BFA, and Chase ACH.
• Schedule the onboarding meeting and introduce the Onboarding Accountant.
• Identify incomplete, duplicate, or conflicting information and escalate issues when needed.

Qualifications:

• Experience in client relations, sales support, onboarding, account management, or professional services administration.
• Strong written and verbal communication skills.
• Excellent organization, attention to detail, and follow-through.
• Confidence working with business owners, partners, and accounting professionals.
• Proficiency with Microsoft 365, CRM systems, spreadsheets, and cloud-based applications.
• Accounting, bookkeeping, or finance experience preferred.
• Experience with QuickBooks Online or CCH Axcess is a plus.
• A quiet, dedicated workspace, dual monitors, and a reliable high-speed internet connection are required.

Independent Contractor Perks:

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

Note:

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

Important Disclaimer:

BruntWork never charges fees for applying or any part of the hiring process—it is 100% free. If you are ever asked for payment, please stop and report it immediately to our official email us through the ‘Contact Us’ form on our official BruntWork website.