About Grassi After more than 40 years of business growth and industry change, Grassi has redefined what it means to be an advisor and accountant to today’s businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories.

With over 550 employees and nine offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, Denver and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm’s future success. S.

employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future. Job Summary We are currently seeking a Client Onboarding Specialist to join our team in our Denver, CO office . This role offers an exciting opportunity to be part of a dynamic and growing firm.

In this role, you will be responsible for overseeing the onboarding process for multiple, new clients, ensuring a smooth transition from sales to steady state operations and providing a positive client experience.

Requirements

, manage document flow, and facilitate all information to get the client setup. Your communication and project management skills will be essential in guiding clients successfully through the onboarding process.

between teams before a client is moved out of on-boarding Ensuring client onboarding activities are executed accurately, timely and professionally to ensure clients have a smooth, efficient, and successful onboarding experience Communicating effectively regarding onboarding expectations and consistently demonstrating timelines with clients Supporting clients in troubleshooting errors and issues during the onboarding process Coordinating with other departments to ensure smooth transition from on-boarding for our clients Performing other on-boarding activities as

Responsibilities

include, but are not limited to: Project managing and overseeing a portfolio of new client locations effectively and managing the process of successfully onboarding a client from sales to steady-state operations Managing all document collection, ensuring all technology integrations are established prior to “Go Live,” facilitating delivery of first financials, and establishing all

Required Qualifications

Bachelor’s degree required PMP certification preferred 1-3 years of client facing experience required 1+ year of project management experience preferred Proven experience in project management, preferably in a client-facing role Familiarity with project management methodologies and tools Ability to work collaboratively in a fast-paced environment while managing multiple projects simultaneously Excellent oral and written communication skills and an ability to work with clients and internally with team members to ensure a seamless and positive experience. Strong analytical and problem-solving skills Exceptional organizational, planning and time management skills Why Grassi?

Compensation

, paid time off, work-life balance, culture and more.