Partner Success Associate

Sunstone Credit

$125K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years in a B2B customer-facing role; finance or solar experience preferred
  • Thrives in high-volume workloads; energized by busy environments
  • Strong attention to detail; catches errors under pressure
  • Goal-oriented and resilient; adept at managing large accounts
  • Engaging and confident; builds rapport effectively
  • Highly organized and responsive; committed to partner experience
  • Excellent written and verbal communication skills
  • Passionate about mission-driven work
  • Bachelor's or associate degree preferred

Responsibilities

  • Manage a high volume of deals, tracking commitments and deadlines
  • Prioritize competing tasks for multiple active accounts
  • Understand account structures and business objectives deeply
  • Engage partners to ensure smooth loan application processes
  • Build strong, trust-based relationships with stakeholders
  • Serve as primary contact for account questions and issues
  • Coordinate with Sunstone teams to shepherd loans through their lifecycle
  • Identify account expansion opportunities and partner with BD team for growth strategies

Benefits

  • Hybrid work model (in-office Tue-Thu)
  • Opportunities for personal and professional growth
  • Autonomy in shaping accounts and strategies
  • Part of a mission-driven company focused on clean energy financing
  • Access to support from cross-functional teams
Full Job Description
Partner Success Associate
Sunstone Credit • New York City
Location: Sunstone's New York City Office (Hybrid - Tue-Thu in-office)
Compensation: $125k+ (Base and Bonus)

About the Role
Help commercial solar companies grow their business while accelerating the transition to clean energy.

As a Partner Success Associate, you'll build relationships with commercial solar installers and developers across the country, helping them finance projects, close more deals, and grow their businesses. You'll own a portfolio of partner accounts, serving as a trusted advisor while identifying opportunities to deepen relationships, increase product adoption, and drive long-term growth.

This is a high-impact role with significant ownership from day one. You'll work directly with business owners and sales leaders, solve real problems, and collaborate across teams to deliver an exceptional partner experience. Every conversation you have helps more businesses access clean energy financing.

We're looking for someone who enjoys building relationships, thrives in a fast-paced environment, and takes pride in delivering outstanding service. If you're naturally curious, highly organized, and motivated to improve what exists rather than simply maintain it, you'll have the opportunity to make a meaningful impact while building your career in climate tech.

As Sunstone continues to grow, so will your opportunities. You'll have the autonomy to shape your accounts, contribute to our partner strategy, and help define how we scale one of the fastest-growing commercial solar financing platforms in the country.

Key Responsibilities:
  1. Account Management:
    • Manage a high volume of simultaneous deals at various stages, maintaining accuracy and urgency across all of them - tracking every commitment, deadline, and follow-up.
    • Juggle competing priorities across dozens of active accounts daily, knowing when to escalate and when to execute independently.
    • Develop a deep understanding of each account's structure, priorities, and business objectives by asking thoughtful, sometimes challenging questions and probing beyond surface-level needs.
    • Proactively engage partners to ensure a seamless experience for new loan applications, coordinating with internal cross-functional teams to support the successful execution of Sunstone-approved projects.
    • Build and maintain strong, trust-based relationships with key stakeholders across each account.
    • Serve as the primary point of contact - ensuring questions and issues are addressed accurately and quickly via email, phone, or text (Sunstone number provided).
    • Partner with multiple Sunstone teams to shephard loans through their lifecycle
  2. Account Development:
    • Identify opportunities for account expansion and increased product adoption, partnering closely with director-level BD team members to develop and execute growth strategies.
    • Leverage Sunstone's thought leadership - including webinars, best practices, and market insights - to deepen engagement with both new and existing partner contacts.
Qualifications
  1. At least two years of professional experience in a B2B customer-facing role. Finance or solar background preferred but not required.
  2. Proven ability to thrive in high-volume environments - you get energized, not overwhelmed, when the inbox is full and the phone won't stop.
  3. Exceptional attention to detail even when moving fast - you catch the typo in the term sheet and the missed callback on a busy Friday.
  4. Driven, resilient, and goal-focused. Unafraid to spend significant time calling, researching, and managing a large portfolio of accounts simultaneously.
  5. Engaging, confident, and energetic, with the ability to create rapport and inspire action quickly.
  6. Highly organized and responsive, committed to providing a great experience for partners while representing Sunstone.
  7. Strong written and verbal communication skills - able to convey professionalism, personality, and brand identity via phone, email, and text.
  8. Demonstrated commitment to mission-driven work.
  9. Bachelor's degree or associate degree desired.

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