Manager, Onboarding & Integration

Position 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, influencing and enhancing business operations significantly. Location Based out of one of our offices in Irvine, CA; San Francisco, CA; or Teaneck, NJ. In-office schedule set at the direct manager’s discretion in accordance with company policy. Remote work may be considered for exceptional cases. Responsibilities 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, and 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. Required Qualifications 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. 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. Preferred Qualifications Proven experience in Renewable Energy, Lending/Finance, Construction, or related industries. Physical, Mental & Environmental Demands Mobility Standing, 20% of time Sitting, 70% of time Walking, 10% of time Strength Pulling up to 10 pounds Pushing up to 10 pounds Carrying up to 10 pounds Lifting up to 10 pounds Dexterity (F = Frequently, O = Occasionally, N = Never) Typing: F Handling: F Reaching: F Agility (F = Frequently, O = Occasionally, N = Never) Turning: F Twisting: F Bending: O Crouching: O Balancing: N Climbing: N Crawling: N Kneeling: N #J-18808-Ljbffr Qcells North America