Lead and manage the end-to-end customer onboarding process, including initial discovery, configuration, testing, and go-live.
Collaborate with customers to understand their technical requirements, business goals, and workflows, ensuring the platform is configured to meet their needs.
Platform Integration:
Assist customers in integrating their systems with our SaaS platform via APIs, Cloud Storage, and other data exchange methods.
Troubleshoot and resolve technical issues during the integration process.
Solution Design:
Customize workflows, data mappings, and system configurations to align with customers’ FinOps processes and objectives.
Provide guidance on best practices to optimize platform usage.
Project Management:
Act as the primary technical point of contact during the onboarding phase, ensuring timelines, milestones, and deliverables are met.
Proactively communicate progress, risks, and issues to internal stakeholders and customers.
Customer Support and Training:
Conduct training sessions and provide documentation to empower customers to use the platform effectively.
Offer post-implementation support to ensure a smooth transition to ongoing account management.
Feedback Loop:
Collect and analyze customer feedback to identify common challenges and potential improvements to the onboarding process.
Partner with Product and Engineering teams to influence platform enhancements and feature development.