Prepare presentations and pre-configure demos reflecting customer use cases.
Coordinate post-contract activation and technical key ceremonies.
Manage invitations, setup, and initial workspace configuration.
Deliver onboarding sessions to explain product capabilities and objectives.
Translate client business cases into the product’s policy engine and configure settings.
Act as primary contact for ongoing success; monitor usage and risks.

🎯 Requirements

Financial services onboarding for complex banking software and payments.
5+ years in Customer Success/Implementation for enterprise software.
Technical literacy: security concepts like Key Ceremonies, PEDs, HSM/HSC.
Consultative facilitation: lead live screen-sharing and cross-functional calls.
Building framework: translate business processes into policies and guidelines.
Project management: multi-week onboarding projects and milestones.

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