Manager, Onboarding & Integration
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-07-31
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Management
Client Relationship Manager, Operations Management, Business Analyst -
Business
Client Relationship Manager, Operations Management, Business Analyst
POSITION DESCRIPTION
The Manager, Onboarding & Integration will report to the Director, Dealer Experience and play a pivotal role in ensuring exceptional customer service through leading high-impact department projects and strategic initiatives. This senior position will act as the program manager for business partner onboarding and integration. As a key member of a fast-growing team, this role offers the opportunity to influence and enhance business operations significantly.
DescriptionPOSITION DESCRIPTION
The Manager, Onboarding & Integration will report to the Director, Dealer Experience and play a pivotal role in ensuring exceptional customer service through leading high-impact department projects and strategic initiatives. This senior position will act as the program manager for business partner onboarding and integration. As a key member of a fast-growing team, this role offers the opportunity to influence and enhance business operations significantly.
This position will be based out of one of our offices in Irvine, CA;
San Francisco, CA; or Teaneck, NJ with in-office schedule set at the direct manager’s discretion in accordance with company policy. Remote work may be considered for exceptional cases.
- Lead and optimize the installer’s back-office processes, ensuring efficient handling of inquiries about EnFin partnership requirements.
- Oversee and enhance the partner offboarding management process, including intake, triage, escalation, follow-up, reporting, quality assurance, and review to ensure timely and effective resolution.
- Direct the onboarding process, building and maintaining strong relationships that drive partner success by staying attuned to customer needs, industry trends, and market developments.
- Collaborate with cross-functional teams to manage and enhance Business Partner agreements and processes organization-wide.
- Partner with project managers and the risk manager to ensure seamless onboarding and integration of new business partners.
- Conduct comprehensive risk assessments during onboarding and continuously monitor partner risk throughout the partnership lifecycle.
- Ensure onboarding requests are processed efficiently within Service Level Agreements.
- Validate banking account information for partners through the ACH portal.
- Review and ensure compliance with contracts and business documents.
- Maintain an in-depth understanding of the organization’s products, services, procedures, and policies.
- Analyze business partner feedback and recommend operational enhancements.
- Develop and maintain robust business partner reporting systems, as well as manage internal stakeholder reporting tasks.
- Lead, mentor, and manage a team of onboarding coordinators, providing guidance, training, and support to ensure team success and professional development.
- Bachelor’s degree in business administration, economics, project management, or a related field with a minimum of 8-10+ years of experience in customer service, operations, account management, business administration, training & development, or related roles.
- Demonstrated proficiency with CRM software such as Salesforce, Confluence, JIRA, and Microsoft Office suite.
- Superior critical thinking, multitasking, and organizational skills.
- Exceptional verbal and written communication abilities, with the capacity to explain complex concepts clearly and concisely.
- Proven leadership skills with a track record of successfully managing teams and projects.
- Strong analytical skills with the ability to interpret data and provide actionable insights.
- Demonstrated ability to drive strategic initiatives and operational improvements.
- Proven experience in Renewable Energy, Lending/Finance, Construction, or related industries.
Hanwha Q CELLS America Inc. (“HQCA”) is headquartered in Irvine, CA, and handles sales for the North American region. It is a subsidiary of Hanwha Q CELLS Co., Ltd., one of the world´s largest and most recognized photovoltaic manufacturers for its high-performance, high-quality solar cells and modules. It is headquartered in Seoul, South Korea (Global Executive HQ) and Thalheim, Germany (Technology…
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