Onboarding Associate

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Onboarding Associate based in Canada.

Join a fast-growing, technology-driven accounting environment where innovation and automation are central to how clients are supported.

You’ll help businesses transition from traditional accounting systems to modern cloud-based solutions tailored to their unique needs.

The role combines accounting expertise, technology implementation, client training, process design, and ongoing support.

You’ll work directly with clients and internal teams to build efficient workflows and connect multiple financial technology platforms.

A significant part of your time will involve training, making strong communication, patience, and relationship-building skills essential.

You’ll have the autonomy to research new tools, test solutions, and improve processes in a collaborative, low-ego environment.

This is an ideal opportunity for an experienced accounting professional who wants to move beyond traditional bookkeeping into technology and systems-focused work.

Accountabilities

• Support clients throughout their transition from traditional accounting systems to modern cloud-based accounting solutions.
• Research, evaluate, test, and implement accounting technology solutions based on each client’s operational and financial requirements.
• Integrate receipt management applications, e-commerce platforms, inventory management systems, and other business tools with cloud accounting platforms.
• Design accounting systems and workflows that improve efficiency, accuracy, automation, and visibility for clients.
• Train internal and external stakeholders on accounting system configurations, processes, workflows, and best practices.
• Spend significant time delivering client and team training in a clear, engaging, patient, and professional manner.
• Build and maintain internal and external processes, procedures, and documentation related to cloud accounting implementations.
• Provide ongoing support to clients and internal teams during the onboarding process, troubleshooting accounting systems, integrations, and workflow issues.
• Identify opportunities to improve existing workflows through automation, new technologies, and more efficient processes.
• Manage multiple client implementations and priorities while maintaining high standards of accuracy, organization, and service.
• Collaborate with colleagues to continuously improve onboarding practices, technology solutions, and the overall client experience.
• Take ownership of assigned projects and contribute ideas that can improve both operational efficiency and team performance.

Requirements

• At least 5 years of bookkeeping experience, ideally gained in a fast-paced accounting or professional services environment.
• Strong understanding of accrual accounting and core bookkeeping principles, including payroll, debits and credits, clearing accounts, bank reconciliations, invoicing, accounts payable, and tax rates.
• Strong understanding of how accounting systems operate and how financial workflows connect across different business processes.
• Practical experience with Xero and QuickBooks Online (QBO).
• Experience with accounting technology and applications such as Hubdoc and Dext is a strong asset.
• Demonstrated ability to learn new software, platforms, integrations, and automation tools quickly.
• Strong communication skills, with the ability to explain technical accounting concepts clearly to both clients and colleagues.
• Excellent interpersonal skills and a highly personable, patient approach to training and client support.
• Leadership qualities and the confidence to guide stakeholders through new systems and processes.
• Strong organizational and time-management skills, with the ability to manage multiple clients and competing priorities.
• Self-motivated and proactive, with the ability to work independently in a fully remote environment.
• Strong analytical and problem-solving skills, particularly when troubleshooting accounting systems and integrations.
• Comfortable experimenting with new technologies and identifying creative ways to streamline workflows.
• Professional, collaborative, and adaptable approach, with a willingness to contribute ideas and take ownership.
• Reliable high-speed internet connection with at least 6 Mbps upload and download speeds to support video conferencing and remote work.

Benefits

• Fully remote: Work from your home office anywhere in Canada.
• Health coverage: Fully paid health, dental, and vision benefits, plus access to virtual healthcare.
• Summer flexibility: Paid Fridays off during July and August.
• Holiday shutdown: Paid company-wide closure during December to support rest and recovery.
• Equipment provided: Brand-new laptop and the necessary equipment to work effectively from home.
• Career growth: Opportunities for professional development and annual performance-based increases.
• Technology-focused environment: Work with modern cloud accounting platforms, integrations, automation tools, and emerging technologies.
• Meaningful ownership: Opportunities to improve workflows, introduce new ideas, and make a visible impact on the organization.
• Collaborative culture: Supportive, inclusive, and low-ego environment centered on respect, teamwork, and open communication.
• Flexible workplace: A casual yet professional environment where employees can work comfortably while maintaining a client-ready presence when required.
• Growth opportunity: Join a rapidly expanding organization where successful team members can take on increasing responsibility and become key contributors.