Onboarding Associate, ctrl by Deloitte

April 15 2019
Industries Accounting, Auditing
Categories HR, Training, Generalist
Montreal, QC

Job Type: Permanent
Primary Location: Multiple Locations, Canada
All Available Locations: Brossard; Burlington; Calgary; Chicoutimi; Edmonton; Fredericton; Gatineau; Halifax; Hawkesbury; Kanata; Kitchener; Langley; Laval; London; Markham; Moncton; Montreal; Niagara; Ottawa; Prince Albert; Prince George; Quebec City; Regina; Saint John; Saskatoon; Sherbrooke; St. John's; Toronto; Trois-Rivières; Val D'Or; Vancouver; Vaughan; Victoria; Windsor; Winnipeg

External Posting Description

Posting Overview:
We are looking to hire a Bilingual Onboarding Associate to join the ctrl group at Deloitte. This group is growing rapidly and we look forward to adding to this team! This individual will perform the onboarding of new clients into the ctrl group. This position is a virtual role and the selected individual can be based anywhere within Canada.
The ctrl group collaborates with local client delivery teams across the country to carry out tasks required to complete cloud accounting services for small and medium private clients in various business sectors. It is a one stop shop that offers client’s services at a fixed monthly price. To learn more about ctrl by Deloitte please visit https://youtu.be/TBJN6zk3S-k
The Onboarding Associate will work closely with the ctrl team – they are the primary point of contact for our clients as they transition to the cloud accounting services offered through ctrl. Onboarding Associate will connect with clients through the discovery process to set up the best solution/tech stack. From there, the Onboarding Associate will work together with the client to onboard them and then continue to support them through the implementation until it is determined that the engagement has hit its stride. In this role, the Onboarding Associate is integral to successful implementation of customer solutions.
Success for this role will be determined by:
•Client understanding of our bookkeeping process and successful use of apps.
•You will be measured by check-ins with the Bookkeeping Operations manager and client satisfaction of the onboarding experience.
• You will be measured by a survey sent to clients, after they have been a client for a few months.
What your week may look like:
•Meet with clients, in the Discovery process, to review what their pain points are and implement solutions
•Meet with partners and ctrl Regional Champions to review the signed Engagement Letters and workflow
•Work to onboard clients including:
Process reviews and transitions clients to the Bookkeeping Operating team
Online orientation meetings
Follow-up calls to ensure a smooth transition
Working together with Implementation Team to answer any questions and resolve any issues
Acting as subject matter expert on various applications in use for both internal staff and external clients
Participate in ctrl team meetings

External Posting Qualifications

Your role as a senior staff member at Deloitte:
•Identify and embrace our purpose and values,and put them into practice when executing daily tasks/activities
•Enhance personal development skills by actively seeking opportunities for growth, sharing knowledge and experiences with others, and acting as a strong brand ambassador for the firm
•Seek challenging opportunities across businesses and borders and take accountability for personal and team results
•Build relationships and communicate effectively in order to positively influence peers and other stakeholders
•Understand objectives for clients and Deloitte, align your work to objectives, and set personal priorities

•Completed Bachelor’s Degree (optional)
•5+ years’ experience in a client engagement role
•Extensive knowledge of cloud accounting applications (ideal)
•Attention to detail including strong communication skills (written and verbal), strong computer proficiency, and analytical competency
•Proven experience handling multiple and conflicting deadlines
•Excellent understanding of accounting principles and tax compliance and planning skills (ideal)
•Interest in technology and innovation
•Accounting and bookkeeping skills
•Quick learning capacity
•Detail oriented individual comfortable working within tight deadlines
•Excellent analytical and problem-solving skills
•Excellent interpersonal and people management skills
•Excellent planning and organizational skills
•Professional manner and exemplary team work skills
•Excellent oral and written communication skills
•Ability to work independently as well as with a team

Why Deloitte?

Launch your career with The One Firm where you can make a greater impact than you ever thought possible. With endless opportunities at every turn, and a culture built to support and drive our people to be the very best they can be, Deloitte is The One Firm for you to learn, grow, create, and lead.

At Deloitte, we understand that everyone, and their career goals, are different. As a firm, we help create the conditions and opportunities that will enable our people to thrive – both professionally and personally. We do this by making three commitments to our people:

  • You will lead at every level: We grow the world’s best leaders so you can achieve the impact you seek, faster.
  • You can work your way: We give you the means to work how you want, and we have innovative spaces and the mindset to help you be wildly successful.
  • You will feel included and inspired: We create a deep sense of belonging where you can bring your whole self to work.

Apply now and let us show you how to push your career to the next level at Deloitte. The One Firm. For You.

Deloitte is an inclusive employer dedicated to building a diverse workforce. We encourage applications from all qualified candidates and will accommodate applicants’ needs under the respective provincial human rights codes throughout all stages of the recruitment and selection process. Please advise the Recruiter to ensure your accessibility needs are accommodated throughout this process. Information received relating to accommodation will be addressed confidentially.

We thank all applicants in advance for their interest; however, only those candidates selected for an interview will be contacted


Apply now!

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