- Join deal calls with client IT, security, or legal stakeholders and answer technical, security, and compliance questions.
- Maintain the trust pack and keep claims about certifications and product capabilities accurate.
- Run technical questionnaires and track which connectors exist for each client.
- Set up and test client access, store credentials in 1Password, and guide client IT through Google and Microsoft configuration.
- Connect client systems, including Slack, Google Workspace, Microsoft 365, task trackers, HRIS, and data warehouses.
- Record where each deployment runs and work with the development team on client data warehouses.
- Agree pilot scope, run installation sessions, and maintain the installation guide and FAQ.
- Verify client tenants, release versions, and permissions before users arrive.
- Own client support channels, handle installation and access issues, reproduce bugs, collect logs, and route issues to product owners.
- Report adoption weekly and turn recurring questions and field notes into FAQ updates and product feedback.
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