Client Implementation & Success Manager
Core
Leads the full lifecycle of client onboarding, implementation, and ongoing success for payment technology and education services platforms.
Role type
Senior IC Client Implementation & Success Manager
Builds
Client adoption of payment technology and education services platforms
Domain
Higher Education / K-12 / Student Financial Services
Deliverable
product features
Required skills
Client engagement, workflow configuration, training delivery, process documentation, cross-functional coordination, incident response, QA testing
Preferred skills
SaaS environment experience, product operations, process improvement methodologies
Responsibilities
Lead new client onboarding from kickoff through go-live, conduct product demos and discovery sessions, deliver customized administrator and end-user training, develop and refine onboarding workflows and process guides, monitor client usage and re-engage low-usage customers, coordinate technical issue resolution and major incident response, conduct QA testing for product releases
Seniority
Mid-level, hands-on IC
