Client Onboarding & Integration Lead

SunStrong Management, LLC; Georgia; On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health & Wellness Benefits package

401(k) with Safe Harbor Match

Job summary

SunStrong Management, LLC is seeking a relationship-driven Account Manager to lead client onboarding and integration. You will sit with the client’s team, manage end-to-end onboarding, and ensure smooth setup and running of new accounts.

You’ll track timelines, coordinate with internal and client teams, and maintain accountability for milestones and communication throughout the process.

Qualifications

• 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).

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.

Skills

Relationship-building

Communication

Project coordination

Organizational skills

Education

Bachelor’s degree or equivalent practical experience

Tools

Excel/Sheets

JIRA

Confluence

Salesforce

Job description

SunStrong Management, LLC is seeking a relationship-driven Account Manager to lead client onboarding and integration. You will sit with the client’s team, manage end-to-end onboarding, and ensure smooth setup and running of new accounts.

You’ll track timelines, coordinate with internal and client teams, and maintain accountability for milestones and communication throughout the process.