• 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.

• Manage the full lifecycle of HCM implementations, ensuring projects are delivered on time and exceed client expectations. • Provide expert-level strategic advice to clients on best practices for optimizing their HCM systems. • Partner with leading HCM providers like Paylocity and Paycor to deliver seamless integrations. • Serve as the primary point of contact for clients, building trusted relationships and providing proactive communication. • Coordinate with internal teams and vendors to ensure timelines, data accuracy, and deliverables are met. • Identify opportunities to enhance processes and tools for efficient and effective implementations.

• Lead SIS, LMS, and CRM implementations for higher education institutions. • Conduct virtual workshops to gather requirements and map business processes. • Configure systems and support integrations, data migration, and customizations. • Train users across academic and administrative teams (registrars, admissions, faculty). • Create project plans, process maps, and training materials. • Support testing, troubleshooting, and go-live readiness. • Act as a trusted advisor to clients, ensuring satisfaction and long-term success. • Collaborate across LATAM teams.

• Lead customer onboarding projects for Mid-Market and Enterprise customers, ensuring timely and successful implementations. • Develop and execute customized onboarding plans to meet partner goals and technical requirements. • Serve as the primary point of contact during the implementation phase, providing guidance and best practices for product usage. • Partner with Solutions Engineers on more technical integrations and ensure smooth handoff to Account Management post-onboarding. • Facilitate training sessions, workshops, and webinars to enable customer teams to become proficient in Shippo’s platform. • Define onboarding milestones and success metrics; track progress and share regular status reports with customers and internal stakeholders. • Monitor implementation progress, proactively identify risks or blockers, and drive resolution. • Collaborate with cross-functional teams (Sales, Account Management, Support, Product, Engineering) to ensure a seamless customer experience and advocate for customer needs. • Capture and relay customer feedback to Product and Engineering to improve the onboarding journey and product offering. • Contribute to scalable processes, documentation, and playbooks to improve onboarding efficiency for future customers.