Description 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.
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.
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, 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.
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.
- 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.
PREFERRED QUALIFICATIONS - Proven experience in Renewable Energy, Lending/Finance, Construction, or related industries.
PHYSICAL, MENTAL & ENVIRONMENTAL DEMANDS: To comply with the Rehabilitation Act of 1973 the essential physical, mental and environmental requirements for this job are listed below. These are requirements normally expected to perform regular job duties. Incumbent must be able to successfully perform all of the functions of the job with or without reasonable accommodation.
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
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.
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