Client Onboarding & Integration Account Lead

SunStrong Management, LLC; Houston (TX); Sur place; USD 65 000 - 95 000; Plein temps

Avantages offerts par ce poste

Health & Wellness Benefits

401(k) Matching

Résumé du poste

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.

Qualifications

• 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).

Responsabilités

• 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.

Connaissances

Relationship building

Written and verbal communication

Organizational skills

Project coordination

Client onboarding

Stakeholder management

Cross-functional collaboration

Formation

Bachelor’s degree or equivalent practical experience

Outils

Excel/Sheets

JIRA

Confluence

Salesforce

Description du poste

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.