At FlowFi, we are seeking a dedicated Customer Onboarding Manager to support our team of Experts and enhance the customer experience. In this role, you’ll serve as the first point of contact for customers during the onboarding process, setting the stage for long-term success. You'll focus on building strong relationships, optimizing workflows, and enabling our accounting, finance, and tax Experts to thrive. Your efforts will be instrumental in ensuring a smooth, efficient, and high-quality customer experience while fostering operational excellence

Key Responsibilities:

• Customer Onboarding: Serve as the first point of contact for new customers, guiding them through the onboarding process and ensuring clear communication of timelines, expectations, and deliverables
• Relationship Building: Act as a liaison between customers and Experts, ensuring seamless communication and quick resolution of any operational challenges or roadblocks
• Process Optimization: Design and implement scalable, efficient workflows to improve Expert productivity and enhance the quality of service delivery
• Cross-Functional Collaboration: Work closely with Sales, Finance, and Customer Success teams to align on customer needs, deadlines, and expectations for a cohesive experience
• Technology Utilization: Leverage tools and technology to streamline workflows, enhance communication, and drive consistent, high-quality service delivery for customers
• Feedback and Continuous Improvement: Monitor customer satisfaction, collect feedback, and implement data-driven improvements to ensure ongoing enhancements to the customer experience
  
  

Recruiting Responsibilities:

• Support the end-to-end recruiting process for finance, accounting, and tax consultants, ensuring a seamless experience for both candidates and internal teams
• Assist in screening candidates, coordinating interviews, and maintaining an organized talent pipeline
  
  

Qualifications:

• Bachelor’s degree in Finance & Accounting
• 2+ years of experience in customer operations, customer success, or a related field
• Experience in recruiting or talent acquisition, particularly within the finance or consulting space, is a plus
• Strong problem-solving skills, with a focus on improving processes and delivering excellent customer service
• Excellent communication and teamwork skills, with a proven ability to collaborate and support high-performing teams
  
  

Our Culture:

• Act like an Owner: No task is beneath us. Be ready to roll up your sleeves, take ownership, and ensure client success
• Do Work You’re Proud Of: Whether it’s a product launch, client report, or customer email, we take pride in every interaction
• Stick Together: We face challenges together, support each other, and avoid finger-pointing
• Strive for Excellence: Always seek improvement and embody a growth mindset
• Play to Win: We aim to excel and live our company values every day
  
  

Compensation:

This role is budgeted at 65k to 85k annually, along with unlimited PTO, a comprehensive benefits package, and a 401(k) plan.

FlowFi is an equal-opportunity employer. We comply with all laws and regulations prohibiting discrimination in employment practices based on race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from military service, or a physical or mental disability unrelated to the job.

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