• Define and maintain the onboarding program for clients based on our product initiativesDefine, track and achieve key performance indicators for the onboarding program. • Owning the implementation process and project planning for assigned accounts which include: successful onboarding and training of the software to drive adoption by new clients. • Operating as the primary point of contact during the assigned clients onboarding phase for all hardware and software implementations. • Ensure the timely and successful completion of new client onboarding for all assigned accounts. • Monitoring client progress and activities to ensure adoption of all parts of the organization while staying within scope and on schedule.. • Hosting virtual or in-person group training sessions for new customers.

• Join a team focused on growth and outcomes rather than hours. • Collaborate with tech enthusiasts in a trusted environment.

• Develop and manage a comprehensive project plan for each customer enterprise platform delivery, ensuring alignment with customer needs and company goals. • Oversee workstreams including data migration, system configuration, user onboarding, change management, and go-live support. • Coordinate with Product, Engineering, and customer project teams to deliver on time and within scope. • Design and implement customer adoption strategies using change management fundamentals to ensure high user engagement and platform success. • Lead the retirement of legacy systems by managing the migration of critical data to the new platform using industry-standard tools (e.g., Universal Migrator). • Configure platform settings, including user permissions, workflow rules, and reporting tools, to meet customer requirements. • Provide break-fix triage during platform deployment to address critical issues. • Act as the primary point of contact for customer project teams, facilitating requirements gathering and adoption feedback.

• Develop and manage a comprehensive project plan for each customer enterprise platform delivery, ensuring alignment with customer needs and company goals. • Oversee workstreams including data migration, system configuration, user onboarding, change management, and go-live support. • Coordinate with Product, Engineering, and customer project teams to deliver on time and within scope. • Provide project health, status and risk management oversight, keeping various internal and external customer sponsors engaged. • Design and implement customer adoption strategies using change management fundamentals to ensure high user engagement and platform success. • Develop and execute tailored adoption and programs, including stakeholder communication plans, training initiatives, and feedback loops to address resistance and build buy-in. • Drive user adoption through proactive change management, hands-on support. • Lead the retirement of legacy systems by managing the migration of critical data to the new platform using industry-standard tools (e.g., Universal Migrator). • Collaborate with customers to map legacy data schemas to the target system, ensuring accurate transformation and compliance with enterprise security standards. • Oversee migration of diverse data sets, including historical records, active workflows, user data, and operational metadata. • Validate data integrity and resolve issues to ensure a seamless transition. • Configure platform settings, including user permissions, workflow rules, and reporting tools, to meet customer requirements. • Ensure secure and scalable access controls, including API integrations, in collaboration with Engineering teams. • Lead User Acceptance Testing (UAT) to validate platform functionality and usability. • Deliver onboarding programs, including: - End-user training for operational staff. - Executive training for leadership teams. • Leverage change management principles to ensure training programs drive adoption and minimize disruption. • Develop and deliver robust training collateral (live, virtual, leave behinds, demand based online collateral) • Provide break-fix triage during platform deployment to address critical issues. • Monitor system performance and uptime to ensure reliability for customers. • Conduct regular status meetings with customers to gather feedback and ensure satisfaction. • Act as the primary point of contact for customer project teams, facilitating requirements gathering and adoption feedback. • Travel to customer sites (up to 30% travel) to support onboarding, training, and go-live activities. • Build strong relationships with enterprise stakeholders to ensure alignment and success.