First point of contact for clients via Zendesk; troubleshoot and resolve product and integration issues, liaise with Sales/Customer Success, build Salesforce knowledge, and escalate complex problems.

Serve as primary client contact to ensure rapid client value realization. Manage onboarding lifecycle, coordinate training (live and video), liaise with technical onboarding consultants, adapt processes to client needs, mentor new coordinators, and support integrations and configuration for healthcare/ABA practice clients.

The Technical Onboarding Consultant configures Lumary's technical solutions, facilitates client onboarding, and uses technologies like Salesforce and Formstack to enhance client experience.