• Lead end-to-end implementation, training, and consulting engagements • Partner with customers to assess workflows across planning, design, construction, and operations • Help customers align digital workflows • Configure workflows based on customer requirements • Deliver role-based training for stakeholders • Coach teams through digital workflow adoption • Share implementation insights with product teams

• Own the customer implementation journey: Manage end-to-end implementation projects for small to mid-sized accounts, building and maintaining project plans, tracking milestones, and ensuring deliverables are completed on time, escalating complexity as needed. • Communicate across multiple stakeholders: Partner primarily with firm administrators and key users to align priorities, clarify responsibilities, and maintain momentum throughout the implementation. • Facilitate structured onboarding: Lead kickoff meetings, configuration sessions, and training sessions using established frameworks and playbooks, adapting delivery to customer needs. • Provide professional guidance: Guide customers on Karbon best practices for workflow setup and day-to-day usage, helping firms establish efficient and repeatable processes. • Coach through change management: Help customers prepare their teams for new processes, reinforce adoption, and address common questions or resistance during implementation. • Ensure data integrity: Support customers in importing contacts and work items, leveraging Excel and other tools to ensure accuracy and completeness. • Identify and mitigate risks: Monitor project progress and flag potential delays or adoption challenges early, escalating risks to senior team members when appropriate. • Collaborate internally: Partner with Sales, Customer Success, Product, and Support teams to ensure seamless customer handoffs and capture valuable feedback. • Deliver measurable value: Help customers achieve early wins and milestones that demonstrate value and set the foundation for long-term success with Karbon. • Use AI in day-to-day implementation work, including ChatGPT licenses and AI-driven workflow automations, to support project planning, customer communications, and process optimization.

• Own customer onboarding, making sure customers are ready for implementation and clearly understand what’s expected of them. • Work directly with customers to facilitate the design and configuration of Fourth solutions that meet business needs, using best practices for setup, training, and third-party integrations. • Assess customer readiness early and communicate any risks, gaps, or dependencies so projects start on a solid footing. • Coordinate with third-party vendors to support integrations and help remove blockers that could delay implementation. • Partner closely with Project Managers and technical specialists during the early stages of implementation to keep projects moving efficiently. • Share product knowledge, industry best practices, and practical guidance to help customers prepare for the implementation and adopt Fourth’s solutions. • Support customers through early change management activities to help drive adoption and maximize value from the platform. • Act as the customer’s main point of contact during the implementation phase, responding to questions and helping resolve issues quickly, with a focus on data collection and validation. • Contribute to customer-facing knowledge-based articles and solution documentation to support self-service and best-practice adoption.

• As one of the key points-of-contact just after a new customer signs on, you understand the impact that your role has! • You enjoy solving complex problems, and communicating that in a way that simplifies and brings clarity • With the support of the CS team, you’ll be responsible for driving client satisfaction, project scope, change requests, project status tracking, coordination of internal tasks, and reporting of project KPIs • Configure the Hummingbird platform to meet customer business and technical requirements, within product capabilities • Manage multiple implementations in parallel, prioritizing effectively and proactively flagging risks, tradeoffs, or scope changes