- Lead structured onboarding for new customers and serve as their primary point of contact.
- Set expectations, define success plans, and manage concurrent implementation projects through on-time completion.
- Configure the platform and guide customers through technical setup and data migration.
- Conduct training sessions remotely and occasionally in person to support self-service and product adoption.
- Identify opportunities to improve onboarding processes and operational efficiency.
- Anticipate customer needs, mitigate project risks, and advocate internally for the post-sale customer experience.
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