Roles and Personnel

Account Executive

Sales Representative

Project Manager (PM)

Your Project Manager is your primary point of contact through Onboarding.
This is the person who oversees and manages the comprehensive onboarding project.
All client communication flows through the PM, and your PM will be responsible for ensuring the additional resources are on the right calls.

Product Consultant SME

The Business SME will be on a selection of calls early on to ensure understanding and adoption from the business line.
This person addresses the intricacies of what our system does, and accepts feedback on what it could do.

Technology and Integration SME

The Technology SME will be on a selection of calls early on to ensure understanding and adoption from the tech line.
This is a group of developers in product and implementations, therefore the SME you speak with may vary from call to call. This person addresses the technical aspects of the onboarding.

Client Success Manager (CSM)

Your Client Success Manager is monitoring your Onboarding, and will be brought in intermittently to get to know the team.
This is the person who will support the client long-term following the completion of the onboarding.
While the client continues in post-production with the PM, the CSM will support the live products.

DRE (TBD)

Client Support

Upon Go Live, issues and questions will be submitted to the Support Team through the Communication Center.
Your PM will manage QFD Certification of production to ensure complete functionality without error.
Beyond the Quavo Certification period, Support, through the Communication Center, assist with client needs, supported by the CSM.

Client Success Trainer

The Client Success Trainer supports team readiness through training sessions, Q&A support, and sample claim preparation. They will schedule, prep the environment for, and facilitate training sessions. They are available for additional sessions, meetings, and Q&A as determined by the joint project teams.