• Own the post-sale onboarding experience for new firms, from handoff through successful go-live and stabilization • Serve as the primary advocate for newly onboarded firms, ensuring their needs, concerns, and feedback are heard and addressed internally • Lead, mentor, and manage an onboarding team that conducts on-site and remote implementations, including travel planning and execution • Personally participate in on-site onboarding engagements as needed, particularly for complex or high-priority firms • Build and maintain structured onboarding plans, success metrics, timelines, and checklists tailored to each firm • Coordinate cross-functionally with Sales, Product, Customer Success, Engineering, Operations, Finance and leadership to ensure alignment and accountability • Develop and refine onboarding processes to improve consistency, efficiency, and client satisfaction • Manage scheduling across multiple firms, teams, and time zones with precision and flexibility • Identify risks or gaps early and proactively escalate or resolve issues before they impact the client experience • Create systems to track onboarding progress, outcomes, and performance metrics; report insights and trends to leadership • Act as a trusted senior presence for firm owners and leadership during a critical transition period