• Proactively guide customers through their Buildout onboarding process, from project kick-off to successful graduation, ensuring a smooth transition between steps • Define project scope, goals and deliverables to ensure alignment with your customer and manage an efficient and timely setup • Establish ongoing communication with customers during their onboarding to train them how to utilize the product, and have technical discussions on how we can implement their business workflows or data into Buildout • Monitor customers’ progress during their setup to ensure their project stays on track and get creative with ways to course correct as needed • Work closely with internal teams including Sales, Account Management, and Visual Design teams to set the right expectations, resolve issues, and ensure customers are happy with their account configuration • Support the sale of customization by identifying when the customer has needs that require work from our customization schedule and pull in the sales rep to support with pricing and contracting • Work alongside our Product team to give feedback directly from the customers about the product and to QA new features • Be the “voice of the customer”, contribute to enhancing our product training, and be willing to pivot and try new processes when something isn’t working • Become proficient in the ins-and-outs of all supported products to deliver a holistic end-to-end customer experience that keeps them raving about Buildout and coming back for more