• Lead discovery sessions and stakeholder interviews to surface business requirements, integration needs, pain points, and success criteria.
• Deliver product demos tailored to client use cases. Translate technical features into business value for non-technical stakeholders.
• Design technically feasible, scalable solutions built on our product capabilities and integrations. Architect system setups, data flows, custom mapping, and API integrations
• Act as the technical point of contact across the Sales → Implementation → CS handoff
• Validate feasibility, scope integration, identify gaps early, and guide technical expectations.
• Produce clear, detailed technical proposals, system design docs, integration blueprints, and handoff documentation to support both client and internal teams.
• Perform system validation, verification, and QA before go-live.
• Train internal (IMs, CS, Support) and client teams on system usage, integration flows, and configuration capabilities.
• Build training materials, playbooks, and best practices.
• Partner with Sales, Product, Engineering, Customer Success, and Support to align on deliverables and technical constraints. Serve as escalation lead for technical issues during implementation.
• After go-live, monitor system performance, identify technical issues or optimization opportunities, and lead remediation or iteration efforts.