• Own the onboarding process from when a Customer is signed on to when they complete their first use case. • Manage a portfolio of concurrent onboarding accounts across the mid-market accounts, prioritizing effectively across competing timelines. • Host kickoff calls, use case workshops, and training sessions to drive adoption of the platform to support the customer’s key use case. • Partner closely with cross-functional teams — Sales/AEs (on handoff), Support, Product, and the Account/Customer Success Managers who own the long-term relationship — to ensure a seamless transition. • Ensure the customer is set up for long-term success with Placer by ensuring they have all the resources needed and Placer’s systems are up to date. • Help build out a repository of curriculum to support the key use cases requested by our customers • Success in role will be determined by # of kickoff calls that were within 2 weeks of starting, % of customers onboarded in 90 days, number of working sessions achieved, documented use case wins, and CSAT of onboarding experience.

• The Onboarding Specialist is responsible for managing four key mailboxes: Onboarding, Project Start, Purchase Orders and Invoice Issues. • Collaborates with both internal and external customers throughout the entire onboarding process. • Ensures smooth transitions between onboarding phases and provides ongoing support. • Investigate billing discrepancies, process adjustments, and manage invoicing and collections. • Communicate with Credit, Customer Service and Sales regarding new account builds. • Customer Account maintenance: update Sales Tax Exemptions, profile fees, EIR/EEC Fees, customer service contacts, sales contacts, purchase order requirements.

• Develop collaborative relationships across various departments • Actively collaborate with account managers and clinical sales consultants • Analyze, synthesize, and provide clinical detail on High-Cost Claims & Authorization reports • Support clinical management team and client audits

• Own the onboarding process from client sign-up through completion. Build and manage onboarding timelines, track dependencies, and proactively remove blockers to keep projects moving forward. Hold both clients and internal teams accountable through clear expectations and steady, professional follow-up. • Serve as the primary point of contact for clients during onboarding. Translate complex sales tax and data concepts into simple, actionable explanations. Set clear expectations, provide guidance, and help clients feel supported, informed, and confident throughout the process. • Coordinate closely with internal teams (including tax settings, filing, etc.) to ensure dependencies are understood, work is sequenced correctly, and handoffs happen on time. Act as the central source of truth for onboarding status and next steps. • Analyze large and often complex transaction datasets using Excel to understand how client data flows through systems. Create clear, practical mapping notes that explain how the client’s transactions should be categorized for tax collection and filing. Partner with internal teams to apply those mappings in our tools, and identify gaps or inconsistencies in the data so they can be resolved quickly. • Interpret sales tax-related findings and explain their implications to clients from a big-picture, consultative perspective. While you will not perform nexus analyses, you will help clients understand results, obligations, and decisions in partnership with other teams. • Continuously look for ways to improve the onboarding experience and internal workflows. Contribute ideas, document learnings, and help evolve processes so onboarding becomes smoother, faster, and more scalable over time.