Client Onboarding & Integration Account Lead

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

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