Leads the client-facing delivery organization across implementations, professional services, and client education. Oversees complex financial technology implementations, data conversions, go-live readiness, partner performance, staffing, budgets, services revenue, delivery methodology, and executive client escalations. Establishes standards, metrics, training programs, and quality gates while ensuring predictable launches and effective transition to support.

Owns the end-to-end contract and legal document lifecycle, including maintaining MSAs and templates, redlining routine agreements, managing document control and data rooms, coordinating due diligence, tracking renewals, and supporting contract execution. Drafts investor, equity, trademark, and corporate filing documents while serving as an internal legal and paralegal resource. Partners with Finance, Compliance, Sales, People Operations, leadership, and outside counsel, escalating higher-risk legal matters as needed.