Account Manager - Client Onboarding & Integration

Account Manager, Client Onboarding & Integration

• 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, escalate 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 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).

• Experience in financial services, energy, infrastructure, or another asset- or transaction-heavy industry.
• Prior experience with client onboarding, account transitions, or post-acquisition/M&A integration.
• Familiarity with service transition or asset management agreements (e.g., TSAs, AMAs) and related documentation.
• Background in accounting, finance, or transaction support sufficient to recognize issues that need specialist input.
• Experience operating across two organizations or cultures (e.g., client/vendor, acquirer/portfolio company) and building trust on both sides.
• Project management certification (e.g., PMP, CAPM) or equivalent training.
• A track record of taking on responsibility beyond your title or tenure and delivering results.

• Open-office environment

• Extended period of time working at a computer workstation 

• PPO and HDHP Medical Plans, buy-up plans for both Dental and Vision, ancillaries such as Accident, Critical illness, Hospital indemnity, Employer sponsored Short Term and Long-Term Disability, Voluntary Life, and Legal services along with multiple add-ons.
• Our 401(k) Package includes a Safe Harbor Match of 100% up to the first 4% and 50% on the next 2% with immediate vesting.