• Lead end-to-end delivery of complex SaaS implementation projects, including scoping, requirements gathering, configuration, integration, testing, training, and go-live • Develop and manage detailed project plans, schedules, resource assignments, risk registers, communication plans, and financial forecasts • Oversee multiple enterprise-level customer projects simultaneously, ensuring coordination and organization • Ensure all deliverables meet contractual requirements, quality standards, and professional services expectations • Serve as the primary point of contact for customers throughout the implementation lifecycle, setting and managing expectations • Facilitate customer workshops, requirements sessions, status reviews, and executive updates • Proactively identify, track, and resolve risks, issues, and dependencies across workstreams; manage change requests and maintain alignment with scope and budget • Maintain strong program management practices, including RAID logs, decision tracking, and governance reporting • Collaborate with Product, Technical Services, Consulting, Support, and Training on solution design, integration planning, and testing readiness • Own project financials, including budgeting, forecasting, burn rate analysis, and revenue/margin protection • Support Sales during pre-sales cycles by contributing to scoping, estimating, deployment approaches, and customer presentations • Provide guidance and coaching to junior project managers or coordinators; contribute to standardized implementation methodologies • Lead post-implementation reviews, document lessons learned, and drive continuous improvement in delivery processes • Champion delivery excellence, customer value realization, and scalable implementation practices • Approximately 25% travel to customer sites, Brightree offices, or industry events within the United States

• Lead and support design, development, and implementation activities • Provide systems expertise with understanding of vendor marketplace • Develop and maintain project work plans, schedules, and status reports • Build relationships with project team members and facilitate meetings • Provide frequent communication to the client, team members, and vendors • Perform assigned administrative tasks efficiently

• Act as Lead Consultant on customer engagements that may involve multiple project teams from our client and customer organizations • Clearly understand and communicate customer requirements and integration points in the context of the statement of work. • Oversee project delivery process with key contributors to help manage scope and prepare change requests, including tasks, deliverables, milestones, resources, and estimated costs. • Manage all day-to-day administrative activities of a given project from inception to closure. • Accurately forecast revenue, profitability, margins, bill rates and utilization across projects. • Maintain regular communication with both the customer and internal teams and constantly manage customer expectations. • Achieve customer satisfaction through successful delivery of defined project scope. • Compile customer requests and deployment issues, to provide a feedback channel into our core products. • Act as the central client point of contact throughout the life of the project • Capture and communicate experiences in formal post-mortem, feeding lessons learned, best practices and resources back into the consulting practice • Provide oversight for services engagements to ensure adherence to governance standards and support customer success • Coordinate escalations across multiple teams, including sales, services, and product organization • Identifies partnership opportunities and capitalizes on “add-on” sales opportunities across projects.

• Attends project meetings as required to establish overall project scope in concert with Solution Design Specialists and manage projects from purchase order through completion. • Coordinates with Solution Design Specialist to develop work plans, schedule, and logistics based on overall project parameters, project schedule and scope, and customer’s goals. • Reviews project site, plans, and product specifications. • Communicates proactively and effectively with customers and provides detailed project updates. • Maintains detailed project documentation of key project decisions including customer requests and revisions. • Provides timely communications throughout project to client, third parties, and the Solution Design Specialist. • Manages accurate and detailed record keeping including receiving documentation, time sheets and contract adherence, sign-offs and approvals, and key decision records. • Works collaboratively with Solution Design Specialist to deliver exceptional customer journey. • Performs on-site leadership, strategic site visits, and attends walk-throughs as required. • Keeps current with ERP database, all acknowledgments and estimated delivery dates, engaging in continuous follow-up, and expediting with freight suppliers and factories. • Reviews open projects and Unbooked Sales Report on a weekly basis ensuring all forecasted dates are current. • Ensures all proof of delivery documents and field paperwork are submitted in a timely manner. • Performs project walk-through and is responsible for developing punch list with the third-party installer and punch list resolution. • Confirms project completion. • Manages all final project close-out requirements including contract requirements and client signoffs. • Coordinates with billing and ensures timely submission of invoices.