• Own end-to-end onboarding experience for new customers; involves leading a series of milestone onboarding calls over a 60-day period. • Embrace a sense of ownership over the customer’s onboarding experience and success in their first year with Tebra. • Deliver world-class customer service; create engaging and energetic momentum with customers. • Provide timely communication to assigned customers and internal teams; includes email, phone, and scheduling calls. • Set proper partnership expectations regarding timeline, points of contact, how to receive help, etc. • Gather requirements, contact information & preferences, value drivers and other preferences relevant to product mix purchased. • Identify potential areas of risk if expectations are not aligned, escalate accordingly. • Guide customers through relevant self-paced eLearnings; provide hands-on training as needed by the customer. • Ensure customers are fully set up and adoption of applicable product features is completed before onboarding graduation. • Effectively collaborate internally to leverage resources to ensure each customer’s success. • Demonstrate exceptional problem solving and ability to navigate customer concerns. • Be a product expert and clearly communicate the value of the Tebra product to address all customer needs. • Adapt to evolving internal processes and contribute to continuous improvement efforts, including providing feedback and supporting onboarding workflow optimization. • Ensure accurate and thorough documentation of all customer interactions, key milestones, requirements, and decisions throughout the onboarding lifecycle.

• Support customers through activation and early adoption of IN-Gauge • Act as the primary customer contact during implementation and early adoption • Lead regular customer check-ins (weekly, biweekly, then quarterly as adoption matures) • Provide an extra level of support to newly activated customers • Ensure customers understand how IN-Gauge supports ROI, performance improvement, and frontline outcomes • Deliver application training and feature walkthroughs to customer teams • Track training completion and adoption milestones • Monitor early product usage and engagement • Gather customer feedback on usability, features, and opportunities for improvement • Document implementation progress, adoption status, and key customer goals

• Manage onboarding process for newly-signed CRIO clients • Evaluate product / feature use, and coordinate engagement through structured onboarding process • Collaborate with cross-functional teams to optimize and iterate all aspects of the customer experience through implementation while focusing on pain points/use cases discovered in the sales process • Schedule, host, and execute full onboarding projects and run ‘live’ (remote) trainings • Learn, shadow, and expand product knowledge set through internal resources, Support engagement shadowing, and self-acquisition of industry knowledge.

• Take part in the implementation of an in-house payroll platform for Spanish clients, in collaboration with relevant CloudPay departments • Reconcile pre-processing reports to ensure accuracy and completeness of payroll data • Investigate and resolve discrepancies in payroll information and documentation, ensuring compliance with Spanish payroll legislation • Maintain accurate payroll records and documentation to support internal processes and external audits • Analyze payroll data to ensure correct calculation and distribution of salaries, deductions, and statutory contributions • Prepare payroll-related reports, tax filings, and correspondence in accordance with Spanish legal requirements • Input and validate data in line with current Spanish labor laws and procedures • Support the setup and configuration of client payrolls by ensuring complete and accurate data collection • Collaborate with Transition Consultants to ensure a smooth handover from project delivery to operations • Assist with testing and validation during parallel runs or new implementations • Support software release testing by validating new payroll functionality