Sales/Accounts Manager

Role Overview

We are looking for a driven Customer Success & Account Manager to own the post-sale

customer journey—from onboarding to installation, payment management, and long-term

satisfaction. This role bridges relationship management, operational coordination, and

proactive problem-solving to ensure customers receive maximum value from their solar

investment.

You will serve as the primary point of contact for assigned accounts, ensuring smooth

project execution, timely payments, and high customer retention rates.

Key Responsibilities

1. Account Management & Customer Success

• Serve as the main contact for assigned customer accounts after contract signing.

• Manage the onboarding process, guiding customers from financing approval

through installation and commissioning.

• Monitor system performance, payment compliance, and customer satisfaction.

• Build trust-based relationships, positioning SunFund as a long-term energy partner.

2. Project Coordination

• Coordinate with EPC partners, field operations, and internal teams to ensure on time

and high-quality installations.

• Track project milestones, resolve bottlenecks, and escalate issues when necessary.

• Maintain accurate, up-to-date account information in CRM systems.

3. Collections & Payment Support

• Proactively manage payment schedules and address late or missed payments in a

customer-first but firm manner.

• Educate customers on contract obligations, buyout options, and payment support

programs.

• Collaborate with finance and operations teams to reduce delinquency rates.

4. Customer Advocacy & Feedback Loop

• Capture customer feedback to identify service gaps and inform product

improvements.

• Advocate internally for customer needs while balancing company goals.

Qualifications

• Bachelor’s degree in Business, Communications, Engineering, or related field.

• 2–4 years experience in account management, customer success, or project

coordination—ideally in solar, renewable energy, fintech, or related sectors.

• Strong interpersonal and communication skills (verbal and written).

• Proven ability to manage multiple accounts and projects simultaneously.

• Problem-solving mindset with a balance of empathy and assertiveness.

• Familiarity with CRM systems (HubSpot, Zoho, Salesforce) a plus.

• Willingness to travel for site visits and customer meetings.

KPIs for Success

• Customer Onboarding Time – % of projects completed on schedule.

• Customer Satisfaction Score (CSAT/NPS) – measured quarterly.

• Payment Compliance Rate – % of accounts current on payments.

• Retention Rate – % of customers retained post-installation.