Team registry

Showing 10 of 10 team members

• AE

  Account Executive

  Enterprise Account Executive

  Sales — Account Executive

  Runs Stage 0a Triage and Stage 0b Solution shaping, and owns the qualification outcome. Either enterprise AE may hold the deal. Sends the Evaluate before contract and completes the AE Opportunity Record (internal handover) at contract signature, before kickoff. No delivery decision rights after ESC Delivery Lead accepts it.

  Triage & tieringSolution shapingPromises made in the sales cycleAE Opportunity Record

  Stages 0, 0.1, 0.2, 1

• DL

  Delivery Lead

  SVP, Strategic Delivery & Solutions

  Enterprise Solutions Consulting — Delivery Lead / Solution Architect

  Asana project owner. Architects the solution jointly with the Engineering Authority, covering process, workflow and delivery design while Engineering covers the technology side. Owns scope, scheduling and approval-gate tasks; accountable for executive sign-offs. For custom development, prepares the custom development template, sends it to the Engineering team for assessment, then tracks progress and status through build and acceptance.

  Scope & schedulingApproval gatesCustom dev template & statusEscalationsExecutive sign-offs

  Stages 0.1, 0.2, 1, 2, 3, 4, 5, 6, 7, 8, 10, 11, 11.1, 12, 13

• EA

  Engineering Authority

  CTO

  Engineering Authority

  Architects the solution jointly with the Delivery Lead, carrying the technology side: architecture decisions, integrations, technical escalations and serious bug resolution. For custom development, reviews the Delivery Lead's template and owns the assessment (approach, effort, cost and timeline) and the build with the Engineering team. Attends every internal kickoff and scope kickoff; customer kickoff when integrations or complex migration are in scope; the first data mapping session for each source system; Stage 5, 7 and 8 gate reviews; and check-ins while an S1/S2 or architecture item is open.

  Architecture decisionsCustom dev assessment & buildTechnical escalationsSerious bugs (S1/S2)Scope & data mapping calls

  Stages 0, 0.1, 0.2, 1, 3, 4, 5, 6, 7, 8, 9, 11, 11.1

• SA

  Scope Approver

  SVP of Client Services

  Scope Approver — Client Services Leadership

  Approves the scope baseline at Stage 5 (G5) and is the sole waiver authority. Co-approver on custom development.

  Contract reviewScope-gate approvalGate waivers

  Stages 5

• CS

  Customer Success Lead

  VP Client Services

  Customer Success — Leadership

  Assumes the customer relationship at Stage 12 handover and is the accountable owner from Stage 13. Does not own delivery gates.

  Go-live meetingsHandover acceptanceConfiguration ownership

  Stages 12, 13

• CS

  Customer Success Manager

  Senior Customer Success Manager

  Customer Success — Manager

  Enterprise CSM. Receives the account at Stage 12 and absorbs all post-launch operational ownership, including MAC, plus quarterly business reviews and renewal readiness.

  Account ownershipQBRsRenewal readiness

  Stages 11.1, 12, 13

• TL

  Training Lead

  Training & Success Associate

  Adoption & Training

  Owns the training plan, Part G category schedule, readiness checks and training sign-off across the implementation.

  Training design & deliveryPart G categoriesPost-load reconciliation

  Stages 1, 2, 3, 8, 9, 11

• TS

  Training Specialist

  Training & Success Associate

  Trainer

  Delivers role-based sessions, records attendance and outcomes, and supports post-load reconciliation activities.

  Training design & deliveryCrosswalk gapsPost-load reconciliation

  Stages 1, 2, 3, 8, 9, 11

• MS

  MAC Specialist

  MAC Specialist

  MAC Implementation

  MAC product implementation only — every assignment is limited to MAC workflow scope. Not a governance owner, scope author or commercial participant. Post-launch ownership transfers to the CSM at Stage 11.

  MAC configurationMAC workflowsMAC training

  Stages 1, 2, 3, 6, 8, 9, 11

• DM

  Data Migration Lead

  Data & technical

  Data Migration

  Owns extract, transform, load and reconciliation evidence, and runs the Stage 7 migration cutover.

  Data migrationReconciliationStage 7 cutover

  Stages 1, 2, 3, 6, 7, 8, 9, 11

Need someone not listed? Escalations route through Delivery Lead (scope, gates & status) or Engineering Authority (technology & custom development) — they architect jointly.