CAAS Client Onboarding Manager

CAAS Client Onboarding Manager

At Redpath, you'll be valued for who you are and supported in where you're going. We've created a culture rooted in trust, teamwork, and genuine relationships, where caring is at the core of how we treat each other and our clients. You'll do meaningful work here with people who bring a positive, solution-focused mindset to every challenge. Our team is proactive in all we do, taking initiative, clearing roadblocks, and staying ahead for our clients and each other. Here, your voice matters, your growth is a priority, and your work drives real impact. We're driven to improve, grow, and deliver excellence together, personally and professionally. This isn't just a job. It's a place to build a career and a community.

Position Overview

We are seeking a CAAS Client Onboarding Manager to support our growing Client Accounting and Advisory Services (CAAS) practice. This role is responsible for leading the onboarding and implementation process for new client engagements—from signed engagement letter through successful launch.

This individual will serve as the bridge between business development and delivery, ensuring a seamless transition into ongoing service while building scalable processes, tools, and standards for onboarding.

This is a high-impact role ideal for someone who combines strong accounting acumen, project management capability, and client service orientation, and enjoys bringing structure and clarity to complex, fast-moving environments.

What We Offer

• Competitive salary up to $120K + bonus eligibility
• Hybrid work environment with flexibility
• High-visibility role with direct impact on a growing CAAS practice
• Collaborative, team-oriented culture within a respected CPA firm
• Opportunity to help define and scale onboarding processes as the practice grows

Key Responsibilities

Client Onboarding & Implementation

• Own the end-to-end onboarding process for new CAAS engagements, ensuring a smooth and timely transition from sales to service delivery
• Develop and manage onboarding plans, timelines, and checklists to drive accountability and consistency
• Coordinate cross-functional handoffs between business development, client service teams, and internal stakeholders

Project Management & Execution

• Lead onboarding activities across multiple concurrent engagements, managing timelines, risks, and dependencies
• Facilitate internal and client kickoff meetings, including agenda development, documentation, and follow-up
• Track onboarding milestones, proactively identify delays or gaps, and escalate issues as needed

Client & Operational Readiness

• Translate discovery and sales insights into actionable onboarding plans
• Gather and organize client data, documentation, and system access needed for launch
• Coordinate setup of accounting systems, payroll, bill pay, document management, and banking access
• Review client financial information to identify data gaps and ensure onboarding readiness

Process Development & Continuous Improvement

• Develop and refine onboarding SOPs, templates, and tools to support scalability
• Identify opportunities to improve efficiency, communication, and client experience
• Partner with delivery teams post-launch to ensure successful transition and capture feedback

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or related field
• 8–12 years of professional experience, with a mix of accounting, operations, or client service
• 3–6+ years of experience in onboarding, implementation, project management, or client-facing coordination roles
• Background in outsourced accounting, CAS/CAAS, public accounting, or professional services environments strongly preferred

Key Skill Sets

• Strong understanding of financial statements (balance sheet, income statement, cash flow) and business operations
• Familiarity with small and midsize enterprise organizations, including common leadership structures, financial reporting needs, and operational challenges.
• Proven ability to manage multiple workstreams, timelines, and stakeholders in a fast-paced environment
• Tech-savvy, with experience using CRM systems, project management tools, and accounting or financial platforms
• Excellent communication skills with the ability to interact effectively with clients and cross-functional teams
• Highly organized, detail-oriented, and process-driven, with a focus on continuous improvement

Ideal Backgrounds

• Client Accounting Services (CAS/CAAS) teams
• Outsourced accounting or advisory environments
• Implementation or onboarding roles within professional services or financial services
• Corporate accounting roles with strong systems and cross-functional project exposure

About Redpath and Company:

• Caring - We show genuine care for our clients and colleagues through meaningful relationships, collaboration, and a constant commitment to adding value in everything we do.
• Proactive - We take initiative, resolve potential obstacles, and are intentional with solutions provided to stay ahead of challenges and opportunities for our clients.
• Positive - We cultivate a solution-oriented, supportive culture that embraces change, encourages collaboration, and thrives in the face of challenges.
• Driven - We maintain an unwavering focus on excellence, consistently improving and delivering beyond expectations across all our projects.

Redpath and Company helps clients make more informed decisions that contribute to their financial well-being by providing proactive, innovative, and value-driven certified public accounting services for closely-held businesses, government entities, and not-for-profit organizations. The firm started operations in 1971. With offices located in downtown St. Paul (headquarters) and White Bear Lake, Minnesota, the firm ranks as one of the top CPA firms in the Minneapolis/St. Paul metro area with over 200 employees. Redpath and Company is a member of HLB International, a global network of independent advisory and accounting firms.

Redpath and Company offers a comprehensive benefit package, including:

• Medical, Dental, and Vision plans
• HSA and FSA
• Voluntary Long-Term Disability
• Company paid Short-Term Disability
• Paid parenting leave
• 401k plan with company match after 6 months of service

This role is eligible for an annual discretionary bonus based on individual, practice and firm performance.

Redpath and Company is an equal opportunity employer, and we use E-Verify to confirm the identity and employment eligibility of all new hires.