- Lead day-to-day onboarding, secure customer access, coordinate technical setup with the development team, and keep projects moving through delivery.
- Build onboarding templates and support onboarding execution from access through delivery.
- Partner with the Head of Customer Experience on sales calls, kickoffs, data practices conversations, strategy sessions, and training engagements.
- Lead ongoing customer meetings and monthly check-ins for an assigned book of churches.
- Bring engineering solutions back to customers and follow up on completed and outstanding work.
- Document onboarding playbooks, support workflows, training practices, and ministry-specific strategies.
- Identify work that can be automated or delegated, including to AI tools, and help build operational processes.
- Travel periodically for in-person training and customer engagements.