Client Onboarding Director
Attivo Partners(3 days ago)
About this role
The Client Onboarding Director at Attivo Partners leads the client transition process, overseeing the onboarding of new clients from contract signing to steady service delivery. They combine technical accounting expertise, leadership, and process management to ensure a high-quality onboarding experience. The role involves team leadership, client relationship management, and continuous process improvement.
Required Skills
- GAAP
- Financial Reporting
- Excel
- QuickBooks
- Xero
- NetSuite
- Bill.com
- Gusto
- Expensify
- Equity Platforms
Qualifications
- 8–10+ years of accounting experience
- CPA preferred
- Experience with high-growth companies
- Leadership experience
About Attivo Partners
attivopartners.comAttivo Partners is a full-service finance and accounting firm that provides fractional CFO and outsourced accounting services for startups. They help founders navigate company building at every stage — from raise readiness and fundraising support to forecasting, financial reporting, compliance, and scaling finance operations. Their services include cash‑flow modeling, KPI-driven FP&A, systems and process implementation, and board-level financial strategy. Startups engage Attivo for experienced, on‑demand finance leadership and operational execution without the cost of a full‑time hire.
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