Job Family Customer Service About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.     Who We Are   We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.  Job Description Summary Serves as the initial point of contact for customers seeking financial guidance related to retirement, personal insurance, savings and investment options. Triage inbound calls and place prospects with financial planning and retirement planning advisors. Job Description Responsibilities - Handle calls from new customer prospects (via phone, video, email, etc.) to introduce the Advice Center and match customers with the appropriate advisor; refer complex inquiries to higher level staff. - Guide customers through the Transamerica customer experience; gather information and create customer profiles in order to identify and assess needs. - Schedule appointments with advisors for simple/routine customer requests. - Facilitate two-way communication with the advisor team to ensure customer needs are addressed in a timely manner. - Keep abreast of product offerings to better identify the value proposition to customers. Qualifications - Bachelor’s degree in a business related field or equivalent experience. - Ability to communicate in a friendly and persuasive manner. - Listening skills to identify and assess customer needs. - Professional demeanor to represent the company through a virtual environment. - Critical thinking and problem-solving skills. - Ability to multi-task and work in a team environment. - Proficiency using MS Office products. Preferred Qualifications - Experience in the financial services industry. - Customer service experience. Working Conditions - Remote (Call Center) Environment - May work varied shifts Compensation **Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** Base Compensation: The salary for this position ranges from $44,000 to $46,000 annually. Bonus Eligibility: This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion at a rate of 5% There is also a quarterly bonus opportunity. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits - Competitive Pay - Bonus for Eligible Employees Benefits Package - Pension Plan - 401k Match - Employee Stock Purchase Plan - Tuition Reimbursement - Disability Insurance - Medical Insurance - Dental Insurance - Vision Insurance - Employee Discounts - Career Training & Development Opportunities Health and Work/Life Balance Benefits - Paid Time Off starting at 160 hours annually for employees in their first year of service. - Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). - Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars - Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. - Adoption Assistance - Employee Assistance Program - Back-Up Care Program - PTO for Volunteer Hours - Employee Matching Gifts Program - Employee Resource Groups - Inclusion and Diversity Programs - Employee Recognition Program - Referral Bonus Programs Inclusion & Diversity    We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.   To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.    Giving Back    We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.      Transamerica’s Parent Company  Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.   * As of December 31, 2023

As a Customer Success Manager at SchoolStatus, your primary focus is to ensure the success of our customers. You will craft tailored Customer Success plans, serving as the main contact for clients, and promoting the adoption and value of our solutions. You'll proactively oversee a customer portfolio, fostering strong relationships, addressing renewal complexities, and spotting opportunities for upselling to drive the adoption and growth of SchoolStatus products. This is a remote position; however, candidates must reside in California. The impact you'll have: - Proactively ensure high customer satisfaction and align expectations by regularly engaging with customers to confirm we meet their needs and deliver exceptional experiences across our customer base. - Proactively manage accounts to identify potential risks, implement risk mitigation strategies, and resolve issues effectively for a successful project outcome. - Act as the liaison between clients and our product teams, capturing and communicating their feedback and feature requests, to enhance the overall user experience. - Assist with challenges during the renewal process, including contract negotiations and reselling to new contacts. - Identify and advocate for expansion opportunities within customer accounts. - Drive product adoption initiatives to ensure customers maximize the benefits of our solutions and achieve their desired outcomes. - Support sales by demonstrating credibility and high levels of expertise in meetings and internally collaborate to drive the company's future growth by surpassing revenue and retention targets. What you'll bring: - 3+ years of experience in Customer Success, Sales, or Account Management or 5+ years in education, preferably with classroom experience. - Proficient in critical and strategic thinking, adept at managing, analyzing, and resolving complex client situations effectively. - Proven track record of cultivating strong internal and external relationships, including with senior-level executives. - Demonstrated ability to anticipate client needs, actively seeking opportunities to provide added value and exceed expectations. - Comfortable and effective in dynamic startup environments, even when processes and structures may not be well-established. - Possesses a creative, entrepreneurial spirit, with the ability to think creatively to identify unique solutions and opportunities. Our Benefits & Perks: 🌍 Work From Anywhere – We embrace a remote-first culture, offering flexibility so you can work where you're most productive. 💰 401(k) Matching – We invest in your future. 🌴 Flexible Time Off – Work-life balance matters. Take the time you need to recharge and bring your best self to work. 👶 Paid Parental Leave – We support growing families with paid leave, fostering parent-child bonding and gender equality at home and in the workplace. 🩺 Comprehensive Benefits – We offer medical, dental, and vision insurance for employees. 💡 Values-Driven Culture – Our values aren't just words on a page—they shape how we work, make decisions, and support each other. 🤝 Pledge 1% – We’re proud to be part of the global movement to give back, dedicating 1% of our time, resources, or profits to community initiatives. 🏡 Childcare Support – Our dependent care program allows you to set aside pre-tax dollars to cover eligible expenses such as daycare, preschool, summer camps, before & after-school programs, and in-home care for children or dependents—helping you balance work and family with peace of mind. U.S. Pay Range $55,000—$75,000 USD Please note that the compensation information is a good faith estimate, and is provided pursuant to Equal Pay Laws. SchoolStatus intends to offer the selected candidate base pay dependent on job-related, non-discriminatory factors, such as experience. Our team will provide more information about the total compensation package for this position during the interview process. What we do: SchoolStatus is more than just an EdTech company—we're reshaping the future of K-12 education. Our fast-growing teams are dedicated to transforming education through innovative communications, attendance management, and teacher development solutions for schools, districts, and families. We deeply value diversity and are dedicated to fostering an inclusive environment for all our employees. We believe that exceptional candidates bring unique perspectives and skills that enable us to best meet our mission of supporting student success. If you believe you have the potential and passion for a SchoolStatus role, we encourage you to apply—and join us to make a meaningful impact on the future of education!

• Answer inbound patient calls in a timely, professional manner • Make outbound calls for follow-ups and issue resolution as needed • Assist patients with order status and shipping updates • Billing and payment inquiries • Account updates • General non-clinical medication guidance • Document all call details in the CRM • Meet or exceed established KPIs, including call quality scores and first call resolution

• Lead a high-performing team responsible for the post-sale customer lifecycle, focusing on translating strategy to scale. • Oversee a large team of professional individual contributors charged with driving product adoption and business value realization for strategic enterprise customers. • Translate functional OKRs into clear, scalable projects and roadmaps, operating with a 3-6 month strategic focus. • Anticipate risks and shifts, ensuring smooth execution while leading cross-functional teams to deliver impactful results at scale. • Shape cross-functional strategies and align multiple teams toward shared objectives, identifying systemic issues that degrade the customer experience and driving corrective action. • Foster a culture of problem-solving and normalizing debate, ensuring effective collaboration with Sales, Product, and Engineering to maximize customer investment.