Client Onboarding Manager

Company Name: Cedar Blue Accountants Limited

Job Description:

Our ideal candidate will be confident, organised, and proactive, with the ability to manage multiple onboarding processes at once. Candidates must have 2–5 years of post-qualification experience working in accounting or a related field, and be comfortable translating technical financial information into client-friendly terms.

Duties include but not limited to:

• Managing the full client onboarding process from initial inquiry through to active status
• Coordinating and scheduling discovery calls and meetings
• Collecting, verifying, and organising client documentation
• Liaising with internal departments to ensure smooth handover and service delivery
• Creating onboarding workflows and tracking client journey status
• Performing research to tailor onboarding and solutions to client industries
• Maintaining accurate records and ensuring compliance with internal procedures
• Identifying ways to improve the client onboarding experience

Required Skills and Experience:

• 2–5 years post-qualification experience in accounting or a related field
• Strong research and analytical skills
• Excellent communication and interpersonal skills
• High level of organisation and attention to detail
• Ability to use CRM systems and maintain accurate client records
• Comfortable working remotely and independently

Benefits:

• Flexible schedule
• Work from home
• 20 days annual leave

Cedar Blue Accountants LTD is seeking a Client Onboarding Manager with strong communication skills, a sharp eye for detail, and a passion for delivering a seamless client experience.

Our ideal candidate will be confident, organised, and proactive, with the ability to manage multiple onboarding processes at once. Candidates must have 2–5 years of post-qualification experience working in accounting or a related field, and be comfortable translating technical financial information into client-friendly terms.

Duties include but not limited to:

· Managing the full client onboarding process from initial inquiry through to active status

· Coordinating and scheduling discovery calls and meetings

· Collecting, verifying, and organising client documentation

· Liaising with internal departments to ensure smooth handover and service delivery

· Creating onboarding workflows and tracking client journey status

· Performing research to tailor onboarding and solutions to client industries

· Maintaining accurate records and ensuring compliance with internal procedures

· Identifying ways to improve the client onboarding experience

Required Skills and Experience:

· 2–5 years post-qualification experience in accounting or a related field

· Strong research and analytical skills

· Excellent communication and interpersonal skills

· High level of organisation and attention to detail

· Ability to use CRM systems and maintain accurate client records

· Comfortable working remotely and independently

Benefits:

· Flexible schedule

· Work from home

· 20 days annual leave

Note: Salary is not displayed. Shortlisted applicants will be required to complete a questionnaire to help us understand current market expectations

Job Type: Full-time

Location: Lagos

Job Posted: 17th  June 2025