Get customers live. Guide each new customer from sales handoff through kickoff, setup, and launch, hitting clear milestones at every stage.
Own integrations. Configure and test PSA and accounting integrations (ConnectWise, Autotask, HaloPSA, QuickBooks Online, Xero and more), document customer workflows, and confirm a first successful payment.
Product Strategy & Execution: Define and execute product strategy, identifying opportunities and prioritizing features that align with market needs and business goals.
User Research & Insights: Conduct customer interviews and user research, along with data analysis, to understand customer pain points and validate product concepts.