• Providing the functional solution expertise to the customer during the onboarding process. • Create and deliver workflow analysis presentations as well as organization build workshops. • Conduct validation sessions for organization build, trial conversions, Smart Start, training plans, product analysis, and professional services statements of work (PST-SOW). • Responsible for oversight of end users, superuser, and other training delivered during the onboarding process. • Manage the coordination of the contract trainers. • Ensure the proper transfer of knowledge from workflow analysis and organization building workshops to the superuser and end user training. • Focus on customers in all segments of the business, including Private Practice and Strategic Accounts. • Coordinate the execution of the defined customer training plans with the trainers. • Assist and collaborate with the project manager.