- Lead new client onboarding for SMB clients for their first 30 days
- Run scaled, defined implementations with our SMB HRIS customers
- Own the implementation process end-to-end for assigned accounts which include: successful implementation and training of the software to drive adoption by new clients
- Lead multiple implementation calls daily with new customers
- Setting accurate expectations with clients and internal stakeholders
- Escalating high-severity requests or issue escalations as needed
- Participating in cross-functional groups to establish enhancements to communications, tools, and products
- Be an expert in Workstream, so you can guide new users and answer their questions
- Keep track of client activity, notes, and next steps clearly in our success software
- Incorporate internal and external feedback to drive continuous improvements in the onboarding process
- Learn from your assigned clients to build and maintain templates