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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. 

The salary range is required by the California Pay Transparency Act and may differ depending on the location of those candidates hired nationwide. Actual compensation is influenced by a wide array of factors including but not limited to, skill set, education, licenses and certifications, essential job duties and requirements, and the necessary experience relative to the job’s minimum qualifications.

*This target salary range is for CA positions only and should not be interpreted as an offer of compensation.