Account Manager, Client Onboarding & Integration

Account Manager, Client Onboarding & Integration

BRIEF DESCRIPTION OF SUNSTRONG MANAGEMENT
Sun Strong Management is a leading independent asset management and servicing platform specializing in residential and commercial solar energy portfolios. Sun Strong 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

Sun Strong 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.

• 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…