Client Implementation helps new and existing clients get up and running with eMoney successfully.
The team includes three main groups:
Client Implementation works closely with clients and internal eMoney teams to guide each implementation from start to finish, making sure clients launch smoothly and feel supported every step of the way.
View the Client Implementation teams in Pingboard
The Sales Engineering team partners with Sales to help prospects and clients understand how eMoney’s technology will work for them.
Sales Engineers meet with clients early in the sales process to learn about their goals, systems, and data needs. They help translate those needs into the right eMoney solutions and ensure a smooth handoff to the Implementation team once a client moves forward.
The Implementation Engineering team focuses on the technical work needed to successfully launch clients on the eMoney platform.
Implementation Engineers are experts in the eMoney platform and are responsible for configuring the system for new clients, answering technical questions, and supporting the implementation process. They work closely with Program Management to ensure each implementation stays on track and meets client needs.
The Program Management team helps guide clients through their work with eMoney from start to finish.
They partner closely with clients and internal teams to plan, coordinate, and deliver work during implementations and ongoing reviews, ensuring projects stay organized, on track, and aligned with client needs.
Program Management includes two teams:
The Implementation Program Management team helps guide clients through their eMoney implementation. They work with clients and internal teams to gather requirements, plan the work, manage timelines, and support the configuration and rollout of eMoney on a project-by-project basis.
Key responsibilities include:
The Feature Review Program Management team supports eMoney’s larger enterprise clients through ongoing feature review cycles. They work with clients that have complex needs or multiple lines of business, helping plan, coordinate, and manage feature reviews. The team also provides program management support for client projects as needed.
Key responsibilities include:
The information below is intended to help put our internal partners in touch with the right person or team when you need them! Click on the image to view a clickable PDF.
