Account Manager, Client Onboarding & Integration

SunStrong Management, LLC; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health & Wellness Benefits

401(k) Matching

Job summary

SunStrong Management is seeking a relationship-driven Account Manager to lead client onboarding and integration. This embedded role sits with client teams, builds cross-organization relationships, and owns the end-to-end setup to get new accounts informed and running smoothly.

You will coordinate timelines, chase down open items, and communicate clearly with stakeholders. The role emphasizes organization, proactive information gathering, and consistent status reporting to leadership across both

Qualifications

• Bachelor's degree or equivalent practical experience.
• 2–5 years in account management, client services, or related role.
• Strong relationship-building and interpersonal skills.
• Excellent written and verbal communication; comfortable escalating issues.
• Ability to manage multiple accounts and projects without detail loss.
• Willingness to work on-site/embedded with client teams.

Responsibilities

• Serve as primary onboardings contact and maintain relationships across organizations.
• Own end-to-end onboarding checklist for each new account.
• Communicate with clients to gather input and shape plans.
• Attend client and internal meetings to stay updated on status.
• Proactively gather information from internal and client teams.
• Resolve routine onboarding tasks; escalate only real blockers.
• Track deadlines and milestones; adjust plans as needed.
• Maintain up-to-date commitments view for each account.
• Keep calendar of standing meetings and suggest improvements.
• Collaborate with Program Managers to ensure data needs.

Skills

Relationship-building

Communication

Organization

Multi-tasking

On-site work

Project coordination

Education

Bachelor's degree or equivalent practical experience

Tools

Excel/Sheets

JIRA

Confluence

Salesforce

Job description

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.