AE
Account Executive
Sales — Account Executive
Enterprise Account Executive
Your proposal and contractWhat was agreed during the saleThe Evaluate questionnaire
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 and scheduleYour approvalsDay-to-day project questionsEscalations
EA
Engineering Authority
Engineering Authority
CTO
Integrations and technical designCustom work feasibilitySerious issues during testing
CS
Customer Success Lead
Customer Success — Leadership
VP Client Services
Handover to Customer SuccessYour ongoing relationship
CS
Customer Success Manager
Customer Success — Manager
Senior Customer Success Manager
Life after handoverBusiness reviewsOngoing support routing
TL
Training Lead
Adoption & Training
Training & Success Associate
Training plan and scheduleTraining categories you purchased
TS
Training Specialist
Trainer
Training & Success Associate
Training sessionsMaterials and follow-ups
MS
MAC Specialist
MAC Implementation
MAC Specialist
MAC configuration and workflowsMAC training
DM
Data Migration Lead
Data Migration
Data & technical
Moving your dataData accuracy checksSwitch-over timing