• Assisting in managing the entire client lifecycle, from initial engagement to successful implementation.
• Once client is onboarded, doing the setup and implementation process, included;
o Creating a client one sheet, creating the support email in Mailgun and testing.
o Encoding the client details to the portal.
o Creating Freshdesk support email and testing.
o Account configurations and system integrations (Mailgun, Freshdesk, Toast, Square, QBO, ADP, Gusto, Paychex, CDTFA, Shogo, Plate IQ and Margin Edge).
• When everything is setup, do the QBO and Plate IQ cleanup.
• Integrating the QBO with the point of sale, and do the first initial sales mapping.
• Connecting the payroll processor to Airtable then QBO and do the initial payroll mapping.
• Prepared the weekly flash report and do the initial review of the financial statements (sales, payroll, COGs).
• Email management.
• Do the weekly checkrun.
• Do the sales tax filing of all the onboarding clients.
• Dealing with clients and account managers queries.
• Transferring the account to the chosen account manager and assisted them for at a least month to ensure smooth transition.
• Assisted in the establishment of the onboarding department.
• Other tasks assigned by the Senior Onboarding Manager, CEO and Director of Operations.
Verified
