Client Onboarding Project Manager (Full-Time | Remote or Hybrid | Exempt)

Why ?

At , we help nonprofits change the world by running their back-office operations—freeing them to focus entirely on their mission. We are a growing company built on trust, excellence, and a shared purpose. If you love turning complex details into smooth, organized processes and want your work to have a meaningful impact, we’d love to meet you.

The Opportunity:

We are looking for a Client Onboarding Project Manager to partner closely with our Client Experience and Financial Operations teams. In this role, you won't be running day-to-day accounting or managing long-term accounts. Instead, you will be the architectural bridge that creates and leads a seamless implementation process for new clients and expanded services. You’ll take the baton from sales and design the roadmap that sets our clients up for long-term success.

What You'll Do Here:

• Lead the Roadmap: Own and drive onboarding plans, timelines, and cross-functional team tasks.
• Design the Setup: Coordinate the collection of essential setup details, from system access and banking to payroll and workflow requirements.
• Set Teams Up to Win: Partner with internal leaders to ensure receiving teams are fully prepared and workflow expectations are crystal clear before a project wraps up.
• Evolve the Process: Continuously refine our onboarding checklists, templates, and tools while proactively keeping leadership ahead of any timeline or scope risks.

What You Bring:

• The Right Background: Professional experience in project management, implementation, professional services, nonprofit operations, or accounting operations.
• The Toolkit: Exceptional organization skills, clear communication, and a knack for building highly functional process documentation.
• Bonus Points: Familiarity with AP, payroll, donation processing, or client service workflows is a huge plus.

The Perks & Culture:

This is a full-time, 40-hour-per-week role reporting directly to the Chief Operating Officer. We embrace a flexible, remote-friendly culture where you can work from home or in a hybrid arrangement (1–2 days/week in our Wheaton, IL office) or fully remote from any of our registered states: AR, AZ, CO, FL, GA, IA, IL, IN, KS, MI, NC, OH, TN, or TX.

We offer a competitive benefits package designed to support your life inside and outside of work, including:

• Medical insurance (approximately 75% employer-paid)
• 401(k) plan with company matching
• 10 paid holidays plus generous PTO
• Optional dental, vision, and supplemental insurance

Ready to apply?

Check out the full Client Onboarding Project Manager Job Descriptionfor a deeper look at the role.

We use AI software to assist our team in parsing and evaluating application materials. All final hiring and interview decisions are made by humans.

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Salary: $60,000 - $70,000 per year