• Conduzir onboardings consultivos e resolutivos, garantindo a configuração correta do sistema e a rápida adoção da ferramenta pelas empresas; • Compreender os processos financeiros de nossos clientes e suas expectativas de uso de nossas soluções, identificando particularidades e oportunidades de melhoria; • Cuidar do setup inicial dos clientes em nossa plataforma, também realizando treinamentos com pessoas colaboradoras das empresas que passarão a usar os nossos serviços; • Fazer follow-ups contínuos durante todo o processo de onboarding, engajando nossos clientes no uso da plataforma até que alcancem o seu sucesso; • Gerir planilhas de implantação e contas de clientes corporativos antes de sua maturação; • Apoiar o cliente com integrações APIs com ERPs e/ou integrações bancárias; • Mapear ações de melhoria e se relacionar com outros departamentos da empresa (como, por exemplo, Engenharia, Suporte e Novos Negócios) com o objetivo de entregar a melhor experiência para nossos clientes.

• Manage a portfolio of onboarding projects, ensuring that projects are consistently delivered on time and with quality • Partner with customers to understand their business requirements and objectives, and help design solutions and onboarding plans to achieve these objectives • Effectively manage all project communications, both internally and externally with customers • Educate and enable customers on Qualio products and best practices • Identify and track project risks and issues, and coordinate with internal resources to ensure timely resolution • Partner with Sales and CSMs to ensure smooth hand-offs throughout the customer journey, and with the Product team to ensure effective feedback loops for customer requirements • Maintain excellent relationships with Product Management and Development, ensuring all work is customer-focused.

• Help new Xero Payroll customers complete onboarding milestones • Proactively reach out to customers and guide them through setup steps • Track customer progress accurately and identify when additional support is needed • Collaborate with Payroll Specialists and wider payroll team

• Coordinate customer onboarding and installation projects from kickoff through completion. • Schedule installation dates with customers and third-party installation vendors. • Serve as the primary liaison between customers, vendors, and internal teams throughout the onboarding process. • Track project milestones and ensure all required tasks are completed on schedule. • Collect and organize customer documentation and project assets, such as site information and planograms. • Communicate project updates, timelines, and next steps to all stakeholders. • Escalate technical issues to internal engineering teams and coordinate communication until resolution. • Perform remote quality assurance checks after installations to verify successful implementation. • Maintain accurate project documentation and update internal tracking systems. • Identify potential delays or risks and proactively work with stakeholders to keep projects on track.