Account Manager, Client Onboarding & Integration

SunStrong Management, LLC; Houston (TX); Vor Ort; USD 65.000 - 95.000; Vollzeit

Benefits dieser Stelle

Health & Wellness Benefits

401(k) Matching

Zusammenfassung

SunStrong Management is seeking an Account Manager focused on client onboarding and integration in Houston. You will sit with client teams, own the end-to-end onboarding process, gather inputs, and ensure timelines are followed with clear expectations.

You’ll need excellent communication, strong organizational skills, and the ability to manage multiple accounts while partnering with Program Managers to deliver a smooth transition and scalable onboarding tools.

Qualifikationen

• Bachelor’s degree or equivalent practical experience.
• 2–5 years of experience in account management or related client-facing role.
• Strong relationship-building and interpersonal skills with cross-organizational credibility.
• Excellent written and verbal communication, able to escalate issues to senior stakeholders.
• Proven ability to manage multiple accounts and projects simultaneously with attention to detail.
• Willingness to work on-site/embedded with a partner or client team regularly.
• Proficiency with productivity, CRM, or project-tracking tools (Excel/Sheets, JIRA, Confluence, Salesforce).

Aufgaben

• Serve as the primary point of contact for client onboarding, building strong relationships across both organizations.
• Own the end-to-end onboarding checklist for each new account, prioritizing essential items first.
• Communicate with clients to gather input, set expectations, and shape effective communication plans.
• Attend client and internal meetings to stay current on status, timelines, and priorities.
• Proactively gather information from internal and client teams to avoid delays.
• Resolve routine onboarding tasks and escalate only truly blocked items with clear asks.
• Track deadlines and milestones across active accounts and update plans as needed.
• Maintain a clear view of commitments to avoid missed items.
• Keep a shared calendar of standing meetings and propose changes to improve value.
• Partner with Program Managers to ensure they receive necessary information for success.
• Educate stakeholders on strategy and ensure adherence to established guidance.
• Develop reusable onboarding tools—checklists, templates, and process docs.

Kenntnisse

Relationship building

Written and verbal communication

Organizational skills

Project coordination

Client onboarding

Stakeholder management

Cross-functional collaboration

Ausbildung

Bachelor’s degree or equivalent practical experience

Tools

Excel/Sheets

JIRA

Confluence

Salesforce

Jobbeschreibung

Account Manager, Client Onboarding & Integration

BRIEF DESCRIPTION OF SUNSTRONG MANAGEMENT
SunStrong Management is a leading independent asset management and servicing platform specializing in residential and commercial solar energy portfolios. SunStrong provides end-to-end services including operations and maintenance, customer billing and support, asset performance management, and investor reporting. The company partners with leading capital providers to optimize clean energy assets at scale, supporting the growth of distributed renewable energy while delivering reliable performance and exceptional customer experience

THE ACCOUNT MANAGER, CLIENT ONBOARDING & INTEGRATION POSITION

SunStrong Management is searching for a relationship-driven Account Manager to lead the onboarding and integration experience for client accounts. This is a hands‑on, embedded role: you’ll sit with our client’s team, build strong working relationships across both organizations, and own the process of getting new accounts fully set up, informed, and running smoothly.
You’ll be the go‑to person for tracking what each new account needs, chasing down open items, and keeping both sides aligned on timelines and expectations. This role suits someone who thrives on organization and follow‑through, communicates clearly and confidently with people at every level, and takes genuine ownership of the accounts and relationships in their care.

ACCOUNT MANAGER, CLIENT ONBOARDING & INTEGRATION RESPONSIBILITIES

• Serve as the primary point of contact for client onboarding, building and maintaining strong working relationships across both organizations.
• Own the end-to-end onboarding checklist for each new account, prioritizing what’s truly needed up front versus what can follow later.
• Communicate with clients throughout the process to gather input, understand all parties’ expectations, and shape effective communication plans, handoffs, and stage gates.
• Attend relevant client and internal meetings regularly to stay current on account status, timelines, and priorities, and to catch issues in real time rather than after the fact.
• Proactively reach out to internal and client-side teams to gather needed information, rather than waiting for it to be sent.
• Resolve routine onboarding tasks directly wherever possible, escalating only the items that are genuinely stuck, and always with a clear, specific ask.
• Track key deadlines and milestones across active accounts, elevate issues, and update plans and timelines as circumstances change.
• Maintain a clear, up-to-date view of commitments made to and by each account, so nothing gets missed or forgotten.
• Keep a shared calendar/reference of standing meetings and touch points between the two teams and recommend changes when a meeting isn’t adding value or a gap needs to be filled.
• Partner with Program Managers to ensure they’re getting the information they need for a successful close.
• Educate points of contact and stakeholders on strategy and uphold adherence to and adopt established guidance.
• Develop a thorough understanding of the business to uncover opportunities for improvement, identify new opportunities, and respond to ad hoc requests as they arise.
• Contribute to building reusable tools over time — standard onboarding checklists, templates, and process documentation that make future onboarding faster and more consistent.
• Provide regular status reporting and guidance to leadership on account health, risks, and progress.

MINIMUM REQUIREMENTS

• Bachelor’s degree or equivalent practical experience.
• 2–5 years of experience in account management, client services, project/program coordination, or a related client‑facing role.
• Strong relationship‑building and interpersonal skills, with the ability to build trust and credibility across different teams and organizations.
• Excellent written and verbal communication skills, including comfort delivering direct updates and escalating issues to senior stakeholders.
• Proven ability to manage multiple accounts, projects, or workstreams simultaneously without dropping details.
• Strong organizational skills and comfort working independently in ambiguous or fast‑changing situations.
• Willingness to work on‑site/embedded with a partner or client team on a regular basis.
• Proficiency with common productivity, CRM, or project‑tracking tools (e.g., Excel/Sheets, JIRA, Confluence, Salesforce).

Preferred Qualifications

• Experience in financial services, energy, infrastructure, or another asset‑or‑transaction‑heavy industry.
• Prior experience with client onboarding, account transitions, or post‑acquisition/M&A integration.
• Familiarity with service transition or asset management agreements (e.g., TSAs, AMAs) and related documentation.
• Background in accounting, finance, or transaction support sufficient to recognize issues that need specialist input.
• Experience operating across two organizations or cultures (e.g., client/vendor, acquirer/portfolio company) and building trust on both sides.
• Project management certification (e.g., PMP, CAPM) or equivalent training.
• A track record of taking on responsibility beyond your title or tenure and delivering results.

worKing conditions

• Open‑office environment

physical requirements

• Extended period of time working at a computer workstation

Benefits
SunStrong Management offers a rich and affordable Health & Wellness Benefits package that includes:

• PPO and HDHP Medical Plans, buy‑up plans for both Dental and Vision, ancillaries such as Accident, Critical illness, Hospital indemnity, Employer sponsored Short Term and Long‑Term Disability, Voluntary Life, and Legal services along with multiple add‑ons.
• Our 401(k) Package includes a Safe Harbor Match of 100% up to the first 4% and 50% on the next 2% with immediate vesting.