Client Onboarding Specialist

3 weeks ago

Toronto, Ontario, Canada Baker Tilly Canada Cooperative Full time
Save the exploring for your next adventure

Baker Tilly KDN LLP (BT KDN) is looking for a Client Onboarding Specialist. At BT KDN, we ask our professionals to think beyond the numbers. Exceptional customer service and true business understanding are required to advise our clients and help them plan for tomorrow. Embrace a role with opportunities for continued career growth, while making a difference for your clients, community and profession.

Why join the Baker Tilly KDN team?

Looking for a workplace where you can be your true self while building a fulfilling career? At Baker Tilly KDN, we believe in staying true—to your values, your ambitions, and your growth.

We're more than just accountants; we're a team with strong community roots, a passion for personalized service, and a commitment to helping you thrive. When you join us, you're not just getting a job—you're stepping into endless opportunities for growth, challenge, and success.

Build a career that fits you

When you join our firm, you can expect:

- Flex time and banked/paid overtime program (say hello to summer Fridays off)
- Four weeks paid vacation to start (prorated within your first year)
- Competitive compensation and benefits package including comprehensive health/dental starting on day one and RRSP matching program
- A leadership team committed to your success
- Challenging and varied assignments
- Ongoing training and support for professional development
- Team building adventures (we've thrown axes, taken a river cruise, and played dodgeball - just to name a few)
- A professional, fun and friendly working environment
- Full time hours Monday - Friday

What would you be doing?

The Client Onboarding Specialist (SBS) is a key function in setting up new client relationships for success. Serving as the client's first interaction with the Small Business Services team, establishing our role as trusted advisor with the client and their team.

As leaders in our growing firm, you will collaborate with the Senior Vice President – Small Business Services to help our clients succeed. You will be responsible to:

- Support the Senior Vice President – Small Business Services with prospective client discovery process
- Understand and anticipate prospective client pain points, potential long-term reporting needs and develop appropriate data structures
- Scope client projects and develop prospective client workflows, proposals, and pricing
- Present workflows and proposals to clients, highlighting key considerations and benefits
- Scope and manage special client projects
- Liaise with SBS Managers to source and assign resources for client work
- Manage BT Advantage client onboarding, including implementation of workflows, development of processes, documentation of work instructions
- Coordinate post-onboarding hand off of recurring new client engagements to the assigned SBS technician and Manager, ensuring strong client-Firm communication throughout
- Maintain leading edge knowledge of new technology in the cloud accounting space

This position may be based out of our Courtice, Cobourg, Peterborough or Lindsay office. The role will require travel among the offices and to clients on an as needed basis, with mileage reimbursed for the interoffice and client travel.

Who is our ideal candidate?

- 7+ years in senior client accounting roles
- Bachelor's degree an asset, College Diploma required
- Expert knowledge of integrated cloud accounting environments
- Proficient with Office 365, expert with Excel
- Experience with implementation of integrated cloud accounting workflows
- Resourceful with exceptional analytical and problem-solving skills
- Strong communication, presentation and client relationship management skills

*Baker Tilly KDN LLP is an equal opportunity employer and does not discriminate in employment on the basis of race, colour, religion, gender, national origin, political affiliation, parental status, marital status, sexual orientation, disability, age, or other non-merit factors. Baker Tilly KDN LLP is dedicated to fostering, supporting and celebrating a diverse workplace. Accommodation is available to all applicants upon request throughout our recruitment and selection process. We will work with all applicants to accommodate their accessibility needs.

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