Client Onboarding & Integration Lead

SunStrong Management, LLC; Houston (TX); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Health & Wellness Benefits

401(k) with employer match

Job summary

SunStrong Management is seeking an Account Manager to lead client onboarding and integration. You will sit embedded with client teams, own onboarding checklists, and manage timelines and expectations across both organizations.

The role emphasizes organization, proactive communication, and clear ownership of accounts and relationships. On-site collaboration with client teams is expected.

Qualifications

• Bachelor's degree or equivalent practical experience.
• 2-5 years in account management, client services, project coordination, or related client-facing role.
• Strong relationship-building and interpersonal skills across different teams.
• Excellent written and verbal communication, including updates to senior stakeholders.
• Able to manage multiple accounts and workstreams without dropping details.

Responsibilities

• Serve as the primary contact for client onboarding and build strong relationships across organizations.
• Own the end-to-end onboarding checklist for each new account.
• Communicate with clients to gather input and shape effective plans and handoffs.
• Attend client and internal meetings to track status, timelines, and priorities.
• Proactively gather information from internal and client teams to close tasks.
• Resolve onboarding tasks directly where possible, escalate only if blocked.
• Track deadlines and milestones and update plans as needed.
• Maintain a current view of commitments to each account to avoid gaps.
• Keep a shared calendar of standing meetings and suggest improvements when necessary.
• Partner with Program Managers to ensure required information is provided for success.
• Educate stakeholders on strategy and established guidance.
• Identify opportunities for process improvements and reusable onboarding tools.

Skills

Relationship-building

Communication skills

Multi-account management

Organizational skills

Independent work in ambiguity

Education

Bachelor's degree or equivalent experience

Tools

Excel/Sheets

JIRA

Confluence

Salesforce

Job description

SunStrong Management is seeking an Account Manager to lead client onboarding and integration. You will sit embedded with client teams, own onboarding checklists, and manage timelines and expectations across both organizations.

The role emphasizes organization, proactive communication, and clear ownership of accounts and relationships. On-site collaboration with client teams is expected.