• Support onboarding coordination, including agenda preparation, recap documentation, and task tracking. • Assist with platform setup: administrative configuration, system preferences, templates, and permissions. • Perform data imports with accuracy, including clients, jobs, suppliers, and financial data. • Track project milestones, deadlines, risks, and blockers; provide regular updates to project leads. • Support customer training through scheduling, content preparation, and follow-up tasks. • Facilitate smooth communication between Implementation, Product, Success, and Sales. • Maintain organized implementation documentation, deliverables, and timelines. • Take meeting notes, summarize decisions, and ensure next steps are clearly assigned. • Support internal project coordination using tools like Monday.com or HubSpot. • Participate in weekly reviews with implementation leadership to review outstanding tasks. • Serve as a frontline responder for customer support tickets. • Troubleshoot issues, escalate appropriately, and ensure accurate and timely resolutions. • Communicate clearly and professionally with customers, providing step-by-step guidance as needed. • Flag recurring issues and assist in identifying opportunities to improve customer experience. • Upload LMS modules, update course content, and troubleshoot learner access. • Create Scribes, help articles, and documentation based on recurring support questions. • Ensure knowledge base content is current, well-structured, and aligned with product updates. • Submit weekly support summaries, training reports, and documentation updates. • Track open issues, frequently asked questions, and system trends for internal visibility. • Maintain clean CRM notes and accurate records aligning support and implementation activity.