• Lead end-to-end project management for software implementation, working one-on-one with client companies. • Develop and execute comprehensive project plans, timelines, and deliverables to ensure on-time and successful software adoption. • Collaborate with internal teams (sales, product, customer success) to align implementation strategies with client needs and expectations. • Fulfill service tickets from existing customers, aiding in troubleshooting alongside the user and internal customer support team. • Work closely with clients during the implementation process to address queries, concerns, and provide assistance. • Gather and document intake requirements for implementation, specifically focused on equity compensation industry standards. • Ensure a thorough understanding of client needs to tailor the implementation process accordingly. • Develop and nurture relationships with internal and external technical stakeholders. • Collaborate with client companies to build strong working relationships, ensuring a smooth implementation process. • Create and maintain reports that provide transparency into each implementation, tracking progress and identifying potential roadblocks. • Communicate effectively with internal stakeholders to keep them informed about project status. • Conduct standard training sessions on the platform for administrators before account sign-off and "go live."

• Own and execute technical platform setup and configuration for clients, including Everflow configuration and Shopify integrations. • Independently diagnose and clearly articulate root causes and fixes for tracking and integration issues, involving Engineering only when necessary. • Manage client onboarding from post-contract through go-live, ensuring accurate tracking and smooth integrations. • Lead technical discovery during sales handoff and translate business needs into system configurations. • Project manage technical client requests and issues through resolution with speed and clarity. • Troubleshoot tracking, integration, and reporting issues using tools such as Chrome DevTools and Postman or other API testing tools. • Execute business-driven updates such as commission changes, feature rollouts, and configuration adjustments. • Build and maintain SOPs, documentation, and troubleshooting guides for recurring workflows. • Serve as the primary technical point of contact for clients, communicating solutions clearly and confidently. • Collaborate with engineering and product teams to scope and deliver client-specific needs. • Surface recurring technical issues and automation opportunities to improve the platform and client experience.

• Act as a hands-on, consultative onboarding specialist to guide new customers from contract signature to fully-functioning through operational set up and historical data completion • Provides technical expertise across projects managed by other members of our professional services Team specifically for complex API usage and technical assistance with custom coding and scripting. • Shepherd new Customers through training, account configuration, and deriving solutions to complex issues relating to optimizing their financial operations and workflow across multiple systems • Act as a data expert to help clients migrate their historical data from disparate systems into MAXIO by digging deeply into their historical transactions, manipulating the data, and preparing it for use in the MAXIO platform • Act as a reporting & analytics expert to create financial clarity for customers, guiding them in analyzing the performance of their business • Work comfortably and credibly with dynamic CEOs, CFOs, and accounting staff in high growth, emerging SaaS businesses • Provide MAXIO product expertise across the following areas: subscription analytics, revenue recognition accounting, invoicing processes and payments processes. • Help customers achieve their desired business outcomes while also driving customer accountability to complete onboarding projects in a timely manner • Establish new customers as passionate champions for MAXIO because of their satisfaction with our product, processes and people • Collaborate with management to refine onboarding processes • Strive to continuously improve skills and demonstrate a willingness to learn and establish best practices.

• Support clients' ongoing technical operations and critical system transitions • Ensure seamless integrations between Laurel and client Practice Management Systems (PMS) • Resolve complex technical issues • Guide clients through high-stakes system migrations • Monitor integration health across all client environments • Perform root cause analysis on recurring issues • Build trusted relationships with key client technical contacts