Associate Account Manager - Onboarding

The Onboarding Account Manager will provide dedicated support for new and expanding client accounts during their initialization, transition, and rollout phases. This role assists with project planning, implementation tracking, and the execution of seamless onboarding strategies to meet diverse client needs. Initial duties include conducting research, answering complex client inquiries, and coordinating heavily with internal setup teams to ensure proper system configurations. They will lead client implementation projects, introduction calls, and cross-functional team handoffs. 

• →Manage Client Rollouts: Coordinate and execute complex rollouts for clients, bringing on multiple properties (5+) simultaneously.
• →Track & Forecast Progress: Maintain and update key organizational tracking tools.
• →Cross-Functional Collaboration: Partner closely with Sales, Onboarding Rollout Managers, Onboarding Specialists, and Billing/Synergy department heads to align implementation timelines.
• →Data Verification & Auditing: Confirm property and unit counts, assess account management team capacity, and manage open availability on rollout documentation.
• →Form & File Management: Facilitate the initial data gathering process.
• →Implementation Reporting: Utilize internal reporting systems to monitor and report transition progress, tracking highly detailed, account-level data for Billing and Synergy transitions.
• →Timeline Enforcement: Monitor onboarding schedules closely to ensure all Launch submissions strictly meet setup deadlines.
• →Handle Complex Exceptions: Evaluate and coordinate billing or synergy "late adds" by communicating directly with Sales Managers and Billing & Synergy leadership to establish hard deadlines and feasibility.
• →Client Support: Conduct research and answer client setup questions.

• Conservice Process Knowledge: Strong understanding of Conservice departments, setup teams, and operational workflows.
• Analytical & Detail-Oriented: Exceptional attention to detail and strong organizational skills, specifically for tracking nuanced billing configurations and complex account structures.
• Strong Communicator: Excellent written and verbal communication skills, crucial for navigating client escalations, conducting calls, and managing inter-departmental handoffs.
• Adaptable & Fast Learner: Proven ability to learn quickly and adapt to shifting client demands, property types, or timeline constraints.
• Self-Motivated: Highly self-driven and capable of successfully meeting strict organizational deadlines independently.
• Problem Solver: Proven ability to work effectively with others and successfully resolve difficult client or technical situations.

• Implementation Background: Proven track record of success in past positions involving client implementations, project planning, and rollout management.
• Technical Systems Familiarity: Prior experience or deep knowledge of Billing systems, Meters, and Synergy platforms.
• Billing Methodology Awareness: Familiarity with standard multi-family billing methods.
• Client Relations & Calls: Hands-on experience participating in client introduction calls, onboarding kick-offs, and working across diverse corporate teams.
• Software Proficiency: Highly proficient in Word and Excel, including managing large data sets within property information spreadsheets and trackers.
• Documentation Review: Experience gathering and reviewing critical contract items such as leases, utility provider bills, fee proposals, and construction timelines.