Account Manager, Client Onboarding & Integration

Location: Houston, TX; regular on-site/embedded work with a partner or client team required

Company

hirify.global operates an asset management and servicing platform for residential and commercial solar energy portfolios, providing operations and maintenance, customer billing and support, asset performance management, and investor reporting.

What you will do

• Serve as the primary point of contact for client onboarding and build relationships across both organizations.
• Own onboarding checklists, account setup, handoffs, communication plans, and stage gates.
• Track deadlines, milestones, commitments, risks, and changing timelines across multiple accounts.
• Gather information proactively, resolve routine issues, and escalate blocked items with clear requests.
• Partner with Program Managers, educate stakeholders on strategy and guidance, and provide status reporting to leadership.
• Create reusable onboarding checklists, templates, and process documentation to improve consistency and speed.

Requirements

• Bachelor’s degree or equivalent practical experience.
• 2–5 years of experience in account management, client services, project or program coordination, or a related client-facing role.
• Strong relationship-building, interpersonal, written, and verbal communication skills.
• Ability to manage multiple accounts, projects, or workstreams while maintaining attention to detail.
• Strong organization, independent judgment, and comfort working in ambiguous or fast-changing situations.
• Proficiency with productivity, CRM, or project-tracking tools such as Excel/Sheets, JIRA, Confluence, or Salesforce.

Nice to have

• Experience in financial services, energy, infrastructure, or another asset- or transaction-heavy industry.
• Experience with client onboarding, account transitions, post-acquisition, or M&A integration.
• Familiarity with service transition or asset management agreements, including TSAs and AMAs.
• Accounting, finance, transaction support, or project management certification experience.
• Experience working across client/vendor or acquirer/portfolio company relationships.

Culture & Benefits

• Open-office environment with extended computer workstation time.
• PPO and HDHP medical plans, dental and vision buy-up plans, and additional health and wellness coverage.
• Employer-sponsored short- and long-term disability, voluntary life insurance, legal services, and optional add-ons.
• 401(k) Safe Harbor Match of 100% on the first 4% and 50% on the next 2%, with immediate vesting.