Requirements:
- 3+ years experience implementing B2B SaaS software for enterprise clients as the project lead with full responsibility for onboarding.
- Partner with Customer Success Managers and our customers to understand the project's scope, create a timeline, and drive the implementation through to successful completion.
- Manage multiple software implementations for customers, acting as a hybrid of project manager and technical/business consultant.
- Understand the the platform end-to-end and Lead solution design workshops with the customer.
- Provide guidance and best practices on configuration options and workflow design to meet customer needs.
- Design and Document the complete solution blueprint document.
- Work closely with your Technical Services counterpart on addressing project deliverables and escalating risk areas
Brief Job Description (detail out the finer points of the role)
- Work closely with the configuration/ integration team and ensure timely project delivery.
- Ensure all configurations, integrations, and customizations are thoroughly tested and ready for deployment.
- Obtain customer feedback during UAT and distil into action items for our configuration and integration teams.
- Write professional-grade documentation to effectively guide customers through the onboarding process and maintain project documentation to trace all the activities completed during the project.
- Drive GoLive preparation with the customer and ensure successful execution of the cutover plan, data migration and production deployment from the Happay side.
- Enable internal support teams to handhold the customer during the hypercare period.
- Participate in late-stage meetings with prospects to consult on product capability and educate on technical implementation (including configuration, integrations, and customizations)
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