AE
Account Executive
Sales — Account Executive
Enterprise Account Executive
Triage & tieringSolution shapingPromises made in the sales cycleAE Opportunity Record
Your team
The people delivering your implementation
Your implementation lead is your single point of contact. Everyone below joins at the stages where their work matters.
DL
Delivery Lead
Enterprise Solutions Consulting — Delivery Lead / Solution Architect
SVP, Strategic Delivery & Solutions
Scope & schedulingApproval gatesCustom dev template & statusEscalationsExecutive sign-offs
EA
Engineering Authority
Engineering Authority
CTO
Architecture decisionsCustom dev assessment & buildTechnical escalationsSerious bugs (S1/S2)Scope & data mapping calls
SA
Scope Approver
Scope Approver — Client Services Leadership
SVP of Client Services
Contract reviewScope-gate approvalGate waivers
CS
Customer Success Lead
Customer Success — Leadership
VP Client Services
Go-live meetingsHandover acceptanceConfiguration ownership
CS
Customer Success Manager
Customer Success — Manager
Senior Customer Success Manager
Account ownershipQBRsRenewal readiness
TL
Training Lead
Adoption & Training
Training & Success Associate
Training design & deliveryPart G categoriesPost-load reconciliation
TS
Training Specialist
Trainer
Training & Success Associate
Training design & deliveryCrosswalk gapsPost-load reconciliation
MS
MAC Specialist
MAC Implementation
MAC Specialist
MAC configurationMAC workflowsMAC training
DM
Data Migration Lead
Data Migration
Data & technical
Data migrationReconciliationStage 7 cutover