- Lead end-to-end onboarding and implementation projects from signed contract through go-live and CSM handoff.
- Orchestrate deployment of the Laurel tenant and Boomi Atom in coordination with implementation engineers.
- Guide customers through technical integration setup for Microsoft Office, Email, Phone, Video Conferencing, and SSO.
- Run kickoff calls and host ongoing office hours for end users and finance teams throughout the implementation lifecycle.
- Triage issues in real time, escalating to engineering or leadership as needed.
- Coordinate with CSMs on adoption strategies and active user growth.
- Maintain clear project plans, timelines, and milestone tracking across multiple concurrent accounts using Asana or Microsoft Planner.
- Translate technical concepts like integration architecture, XPATH, and API behaviors into clear language for stakeholders.
- Apply agentic AI tools and technology-enabled workflows to scale effectiveness.
Project ManagementOAuthSaaS+1 more