• Kick off, set up and train newly signed Customers on Order.co platform functionality • Project manage Customers through 6 project milestones • Be an expert consultant in core functionality and best practices • Listen, ask questions, discover needs, and make recommendations • Have an agenda for weekly calls, send clear post-call recaps and calls to action • Utilize project management tools to keep the project on track and on time • Assist with extension projects for existing Customers to drive adoption • Act as Customer advocate and liaise with Product, Engineering, and leadership

• Manage CRM and ERP software implementation projects for clients with 5-500 users. • Participate in functional and technical working groups and progress meetings. • Identify business needs, document requirements, and ensure a smooth delivery through our Best Practices Playbooks while supporting clients through the implementation process. • Work closely with the Implementation Team, including Project Managers, Principal Consultants and Technical Services resources. • Design and deliver key stakeholder training on system configuration as well as end user training. • Basic project management tasks including the following: creation of onsite agendas, project task list follow up, escalation of issues to Project Manager & Leadership in order to keep the project within defined scope and timeline.

• Manage CRM and ERP software implementation projects for clients with 5-500 users. • Participate in functional and technical working groups and progress meetings. • Identify business needs, document requirements, and ensure a smooth delivery through our Best Practices Playbooks while supporting clients through the implementation process. • Work closely with the Implementation Team, including Project Managers, Principal Consultants and Technical Services resources. • Design and deliver key stakeholder training on system configuration as well as end user training. • Basic project management tasks including the following: creation of onsite agendas, project task list follow up, escalation of issues to Project Manager & Leadership in order to keep the project within defined scope and timeline.

• Lead clients through end-to-end HCM/payroll implementations (average 3 months per project). • Manage data conversion, validation, and integrity throughout the project. • Facilitate training sessions, build rollout plans, and guide change management efforts. • Collaborate with vendor implementation teams (Paycor, Paylocity, ADP, etc.) to align priorities and resolve issues. • Think strategically about client needs, identifying creative solutions and opportunities to improve processes. • Act as the client’s advocate—quickly learning their organization and ensuring deadlines, compliance, and project goals are met. • Provide clear communication, documentation, and project tracking across multiple client engagements.