This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description If you're a recent college graduate looking for more than just a “starter job,” this opportunity can be the beginning of a meaningful career. In this role, you’ll connect with individuals and families who have requested information about supplemental benefit programs. - Connect with individuals who have expressed interest in learning about benefit programs - Schedule and conduct virtual consultations with clients via Zoom - Understand client needs and provide clear guidance on available benefit options - Assist clients through the enrollment process and provide follow-up support - Maintain organized and compliant digital client records - Participate in weekly training sessions and professional development meetings Qualifications - Enjoy communicating with people and building relationships - Are comfortable working independently in a remote environment - Want to develop real-world skills in business, communication, or client relations - Are comfortable using digital tools such as Zoom, CRM systems, and cloud-based platforms - Are motivated to learn, grow, and contribute to a team Requirements - Must be legally authorized to work in the United States - Reliable internet connection - Windows-based laptop or desktop computer with a webcam Benefits - Hands-on professional experience in communication, client service, and business development - Comprehensive training and mentorship from experienced leaders - Flexible remote work environment with no commute - Clear advancement opportunities based on performance and development - Supportive team culture focused on collaboration and professional growth Company Description For more than 70 years, AO Globe Life has partnered with unions, credit unions, and veteran organizations to provide supplemental benefits that help protect the financial security of working families across the United States. Our remote-first team is built on service, integrity, and long-term professional development.

• Managing a diverse portfolio of Calendly’s largest accounts ($40k + ARR) leading with strategic plans that ensure adoption, retention, and long-term growth. • Understanding and navigating complex customer environments to uncover expansion opportunities across multiple business units and stakeholders. • Delivering a white-glove experience by proactively identifying & mitigating risk and opportunities, fostering executive engagement, and building long-term roadmaps that demonstrate measurable ROI. • Acting as a strategic partner by aligning Calendly’s product with customer business objectives, leveraging advanced configurations, integrations, and use cases. • Collaborating cross-functionally with Sales, Product, and Support to elevate the customer voice and influence product direction. • Playing a leadership role in CS operations by contributing to process evolution, playbook development, and CS-wide initiatives. • Confidently representing Customer Success across internal and external forums; building trust and alignment through strong communication and strategic thinking.

• primary point of contact for designated accounts • serving as an advocate for customer needs to drive success • support our customers and partners in their efforts to successfully use and operationalize Bitsight platforms • perform customer on-boarding, health checks, conduct business reviews, and proactively alert customers of any impending issues • collaborate with Product Management for product enhancement requests • develop materials and presentations for C-Suite executives for business reviews • drive internal process improvement initiatives • implement risk mitigation plans jointly with the Sales Account Manager

• Lead and develop a team of SMB/MM Customer Success Managers • Build and own an operating rhythm for account health • Coach your team on value‑driven discovery and calls • Partner with Sales, Support, Marketing, and Product to define clear swimlanes • Use data and insights to prioritize accounts • Hire, onboard, and develop talent