Byrne|Zizzi CPA, PLLC · 20 hours ago
Client Onboarding & Growth Operations Associate
Oxford, Mississippi, United States
Full-time
Onsite
Mid LevelByrne Zizzi, CPA, PLLC is a growing firm focused on relationship building and client education. This role is essential for driving growth by managing the client onboarding process and providing data-driven insights to enhance operational execution and client relationships.
AccountingConsultingFinancial Services
Responsibilities
Own and manage the end-to-end onboarding process for new clients, ensuring accuracy, timeliness, and a white-glove experience
Coordinate intake documentation, authorizations, billing setup, and internal workflow handoff across Tax, Client Advisory and Accounting Services, and Client Success teams
Serve as the primary point of contact during onboarding, setting clear expectations and maintaining momentum
Support Business Development leadership with pipeline management, proposal tracking, and follow-up execution
Maintain and analyze CRM and onboard data across firm technical infrastructure to identify trends, bottlenecks, and opportunities for improvement
Prepare dashboards, reports, and Excel models to support forecasting, conversion metrics, and capacity planning
Act as a trusted partner to BD leadership, proactively anticipating needs and solving problems before they surface
Strategic executive support for two members of leadership (eg.,"calendar management in support of strategic prioritization and operational alignment”)
Prepare meeting materials, summaries, and data-driven insights for leadership discussions
Assist with special projects related to growth strategy, pricing analysis, and service line expansion
Continuously improve onboarding workflows, templates, and internal controls
Leverage Excel and other tools to automate reporting, track KPIs, and improve operational efficiency
Document and standardize processes to support scalability and consistency
Qualification
Required
Advanced Excel proficiency (pivot tables, formulas, dashboards; Power Query a plus)
Strong analytical abilities with a focus on converting data into actionable insights
Exceptional organizational and project management skills
Clear, professional communication with clients, stakeholders, and leadership
Detail oriented with the ability to identify process gaps and drive improvements
Proactive, solutions-oriented mindset with consistent follow through
Demonstrated ability to work independently, exercise sound judgment, and manage competing priorities in a fast-paced environment
Bachelor's degree preferred in Business Administration, Accounting, Finance, Economics, Analytics, or related fields
An equivalent combination of education and relevant experience will be considered
Preferred
Experience in a CPA firm, professional services, finance, or operations in a heavy environment preferred
Company
Byrne|Zizzi CPA, PLLC
We are not your average tax firm. Byrne|Zizzi CPA provides more than a "tax-season" service.
Founded in 1961
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Emily Zizzi, CPA
Partner; President
Company data provided by crunchbase