Client Onboarding Director
$150k - $185k USD
Join the Rapidly Growing Team at Attivo Partners!
Are you dedicated to excellence and eager to advance your career? Passionate about technology and startups? Excited to work with some of the most innovative early-stage companies in the world? If so, Attivo Partners is the place for you!
Why Attivo?
Attivo Partners is a fast-growing full-service finance and accounting consulting firm headquartered in San Francisco, with a presence in major startup hubs across the US. Our remote teams specialize in providing fractional CFO and accounting services to venture-backed emerging growth clients, supporting their journey from inception to over $50M in revenue.
What We Offer:
- Collaborative Environment: Work alongside a talented team with extensive experience in venture-backed companies. At Attivo, we believe in teamwork and value the unique insights and creativity each member brings.
- Culture of Growth: We thrive on the challenges presented by diverse and exciting clients, offering unparalleled learning and professional development opportunities.
- Mentorship and Training: We are committed to nurturing talent and providing ongoing mentoring and training to help you grow personally and professionally.
- Flexibility: We understand the importance of balance and are dedicated to maintaining a culture that supports your career and personal life.
Our Values:
- Lasting Relationships: We build solid and enduring connections with our clients and team members.
- Data-Driven Insights: We leverage data to drive intelligent decisions and impactful results.
- Growth-Focused Mindset: We embrace opportunities for continuous improvement and innovation.
- Collaboration-First: We prioritize teamwork and believe the best solutions come from working together.
- Culture-Conscious: We foster a supportive and inclusive culture where everyone can thrive.
Join us at Attivo Partners and be part of a team that's shaping the future of finance and accounting for startups. Let's grow together!
Role Overview
The Client Onboarding Director serves as the owner of Attivo’s client transition experience and the leader of the firm’s client onboarding team. They are responsible for designing, leading, and continuously improving the end-to-end onboarding of new clients—from contract execution through successful transition to steady-state service delivery.
This position blends deep technical accounting expertise, client-facing leadership, team management, and process excellence. The Client Onboarding Director ensures onboarding engagements are delivered with consistency, technical rigor, and a high bar for client experience, while also managing capacity, estimates, and cross-functional alignment with business development and delivery teams.
Responsibilities
Client Onboarding Ownership
- Own the client relationship during onboarding from signed agreement through formal handoff to permanent delivery team
- Lead structured onboarding engagements with clear scope, timelines, roles, and success criteria
- Serve as senior escalation point for onboarding-related issues
- Manage onboarding budget
- Ensure delivery team readiness and accountability before transition to steady state
Client Onboarding Team Leadership
- Lead and develop the Client Onboarding team
- Assign and oversee onboarding resources across engagements
- Train onboarding staff on firm standards and client-specific requirements
- Conduct regular shadowing and quality reviews
- Coach team members and manage performance expectations
Technical Accounting & Risk Oversight
- Review client accounting environments (GL, close, revenue, cash, AR/AP, payroll, equity)
- Identify accounting risks, gaps, and historical issues
- Ensure alignment with GAAP and firm accounting standards
- Apply sound professional judgment in complex or incomplete environments
- Recommend accounting and finance tech stack based on client needs
Scope & Estimation Alignment
- Partner with Business Development to validate onboarding scope and estimates
- Provide feedback to improve pricing, scoping, and service models
Process, Training & Quality
- Own onboarding workflows, playbooks, and documentation standards
- Develop and maintain onboarding training materials
- Ensure consistent execution across all onboarders
- Establish and track onboarding success metrics and feedback loops
Requirements
- Experience onboarding or transitioning clients in an outsourced accounting, advisory, or consulting environment
- Background working with high-growth, multi-entity, or complex operational structures
- Demonstrated experience building or refining onboarding frameworks, documentation standards, or transition processes
- Proven ability to manage multiple projects and priorities simultaneously
- Experience managing client relationships at the executive or founder level
- Advanced technical knowledge of:
- GAAP and financial reporting
- Month-end close and operational accounting
- Internal controls, process design, and risk assessment
- Advanced Excel skills
- Experience with accounting and finance systems including:
- QuickBooks Online, Xero, NetSuite
- Bill.com, Gusto, Expensify
- Carta or similar equity platforms
Qualifications
- 8–10+ years of progressive accounting experience (public accounting, advisory, or professional services)
- Senior Accounting Manager level or above; CPA preferred
- Experience in Fintech, SaaS, or professional services environments
- Executive-level client presence with strong judgment in ambiguous situations
- Strong leadership, ownership, and accountability
- Strategic thinker with attention to detail and willingness to execute hands-on
- Proven ability to build trusted relationships with clients and internal leaders
- Proven success with team leadership and management
- Collaborative, cross-functional leader who influences without authority
- Entrepreneurial, process-oriented mindset with a passion for growth-stage companies
Location/Travel
- Remote
- Ability to travel at least twice a year for All-Staff Retreats & Regional Meetups, and as needed for recruiting vendor partnerships and networking opportunities.
Reports To: Head of Client Delivery
Salary Hiring Range: $150,000 - $185,000 depending on experience
Target Annual Bonus: 10% annual target bonus
Position Status: Full-Time, Exempt
Benefits
Benefits for full-time employees include: Health, Dental, and Vision Insurance (100% coverage for employees on base plan, 70% coverage for additional family members), participation in Flexible Spending Accounts and 401(k), 3 weeks PTO, voluntary Life Insurance & Disability plans, and work-from-home allowance. Primary caregivers and others requiring a flexible work schedule or reduced hours are encouraged to apply; benefits may be prorated for part-time hires.
Final Notes
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Attivo Partners is an equal opportunity employer and is committed to a diverse workplace. People from diverse racial, ethnic and cultural backgrounds, women, LGBTQ+ individuals, and persons with disabilities are highly encouraged to apply.
Attivo Partners will never request payment, sensitive personal information, or unsolicited account access at any stage of the hiring process. All legitimate communication from our team will come *exclusively from an @attivopartners.com email address. If you receive a message claiming to be from Attivo that does not use this domain - or if something feels unfamiliar - please disregard the communication and report it to us at Recruiting@Attivopartners.com.