- 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 appropriately while maintaining customer confidence.
- Coordinate with CSMs on adoption strategies and active user growth as customers move through and beyond go-live.
- Maintain clear project plans, timelines, and milestone tracking across multiple concurrent accounts using tools like Asana and Microsoft Planner.
- Translate technical concepts — integration architecture, XPATH-based mapping, API behaviors — into clear language for stakeholders at all levels.
- Apply agentic AI tools and technology-enabled workflows to scale your own effectiveness and bring creative efficiency to implementation challenges.
OAuthAsana