Lead client onboarding and act as primary client contact to drive adoption and satisfaction. Provide product walkthroughs, training, and technical discovery. Coordinate cross-functionally to resolve issues, maintain project data and milestones, and proactively advise clients on industry developments and optimization opportunities.

Lead and scale the post-sale Client Success organization by building operational processes, metrics, and playbooks; serve as technical escalation for complex tax-incentive accounts; manage and develop a team of Client Success Associates; own reporting, onboarding, and client risk remediation; collaborate with sales, product, and leadership to improve retention and execution.