• 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

• Responsible for overseeing the successful implementation and data migration of payroll systems for Deel’s clients. • Lead and manage the full payroll implementation process, ensuring that clients’ data is accurately transferred, systems are properly configured, and the transition is seamless. • Collaborate closely with internal teams and external stakeholders, guiding clients through the setup and migration phases, while offering ongoing support and training. • Work with our onboarding team and clients to organize and run kick off meetings, and deliver our implementation. • Support project review calls (internal and external), coordinating and delivering on the project streams. • Define and set-up the agreed client payroll processes, establishing all of the payroll and data requirements. • Maintain detailed project documentation, including project plans, status reports, and process documentation. • Define, agree and configure all interfaces, reports and systems configurations to successfully deliver the parallel and live payroll for month 1 and 2, if applicable. • Work with the client to sign-off on the project and document all of the client-specific needs and processes ensuring validation and confirmation on the project implementation. • Responsible for generating reports to analyze, audit, and reconcile payroll data. • Act as the point of contact for all payroll project matters for the client. • Regular status reporting to senior leadership is required, with this role taking ownership for appropriately escalating issues where necessary. • Schedule and attend weekly client calls to report on project status, identifying any risks, actions, issues, and dependencies. • Lead and manage the end-to-end implementation of a global payroll system, ensuring on-time and on-budget delivery. • Gather key requirements from clients to facilitate the onboarding process, and guide them through the technical payroll aspects of onboarding in a professional, clear manner. • Ensure that all payroll processes adhere to local tax and labor laws, keeping up-to-date with any changes. • Oversee the migration of payroll data from legacy systems to the new global payroll system, ensuring data accuracy and security. • Develop and execute a comprehensive testing plan to identify and resolve system issues, ensuring a smooth transition to the new payroll system. • Implement change management strategies to ensure a seamless transition for employees and HR teams.