- Own post-sale onboarding with a focus on LMS, HRIS, CRM, Convo Intelligence, SSO, and web embed integrations
- Configure complex workflows and reporting solutions
- Serve as the technical lead in customer rollout projects
- Create tailored roleplays, personas, and scorecards aligned with customer workflows
- Ensure training and content are embedded and role-relevant for end users
- Work with CSMs, Support, and Sales Engineers to create a seamless customer experience
- Clearly delineate responsibilities with other teams to reduce overlap
- Define standard operating procedures
- Collaborate on better professional services pricing and packages
CRMSaaS