- Manage a portfolio of customer onboarding projects from post-sale handoff through kickoff, configuration, training, launch, and transition to the ongoing Customer Success team.
- Establish project goals, milestones, responsibilities, timelines, dependencies, and success criteria.
- Serve as the primary point of contact throughout onboarding, leading customer meetings and providing proactive status updates.
- Partner with Sales, Customer Success, Support, Product, Technical, and Operations teams to address configurations, workflows, and integrations.
- Identify and resolve project risks while contributing insights to improve onboarding processes and overall customer time to value.
Project ManagementAccount ManagementCRM+3 more