This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Exterro is hiring a Customer Success Manager to join our fast-growing software company. This role requires someone who can develop an advanced understanding of our customer base to lead business conversations that will directly impact the retention and expansion of our existing accounts. The relationship with your customer base is as a trusted advisor, and should move beyond reaction and towards proactively engaging clients around high-level litigation/process strategy; move beyond customer retention and emphasize expansion opportunity. - Comfortable under pressure and adept at creative problem solving, Exterro’s CSM’s work proactively to set and maintain expectations and serve as the customer voice internally. - Serve as the primary point of contact for mid-market and enterprise customers after implementation. - Assume overall customer adoption responsibility and escalation management role. - Develop a trusted advisor relationship with customer stakeholders and executive sponsors to drive product adoption and ensure they are leveraging the solution to achieve full business value. - Manage the renewal process by navigating complex commercial terms and leading to on-time renewals. - Partner with internal stakeholders to align account activities with the customer's business case and strategy. - Keep up to date with most recent changes/updates in the system and be able to demo these capabilities to prepare and educate customers and internal stakeholders on new features and releases. - Monitor and identify adoption and utilization trends, provide recommendations based on risk and customers’ business needs. - Conduct periodic customer business reviews and deliver/maintain/execute against success plans. - Accurately forecast renewal revenue for current and future quarters. - Serve as the voice of the customer and collect feedback to drive continuous improvement across all areas including product. - Identify customer pain points and work with Solutions Consultant and Product Team to address. Qualifications - A team player who is technically proficient and has the patience and passion to guide customers and stakeholders through all the capabilities of our products and solutions. - Excellent written communication skills (including listening, comprehension, & writing). - Ability to manage multiple customer projects simultaneously. - Embrace the importance of teamwork and collaborate with a variety of people in a diverse environment. - Adaptable to changing work requirements. - Bachelor’s degree or equivalent experience. - 2-4+ years of experience managing an assigned group of accounts. - Positive customer-centric attitude. - Proficiency in Google Suite products (GMail, Google Chat, Sheets, Docs, etc). - Ability to identify and resolve unique problems and navigate between details and strategic solutions. - Experience in a SaaS environment. - Knowledge of Salesforce. - High degree of professional integrity. - Ability to travel up to 25% of the time. Requirements - Background in eDiscovery, Privacy, and/or Data Risk Management (nice to have). - Experience with Gainsight (nice to have). Benefits - Comprehensive benefits package that includes health insurance, retirement plans, flexible paid time off, and more. - Variable pay, equity, bonus and/or other forms of compensation as part of the package.

• Drive overall post-sales relationship with assigned contracts, including training, professional services, technical support, renewals, expansion, and advocacy. • Own and manage contract setup, delivery, and financials (Revenue & CM). • Develop specialized knowledge in the discipline, serving as a best practice/quality resource and contributing to strategy and policy development. • Build and maintain proactive long-term relationships with customers, focusing on customer success metrics like renewal rate and NPS. • Execute a comprehensive engagement and communications strategy to maintain high customer satisfaction and gather constant feedback. • Act as the first point of contact for all contract and customer-related issues. • Develop and maintain technical knowledge to educate customers on the value of products and services, driving CLS upsell opportunities. • Own and achieve orders operational plans, commercial strategy (Inquiry to Order - order close), and proposal development for aftermarket services. • Provide continuous insight and relay the voice of the customer to internal teams, including Sales, Product Line, Technical Support, and Engineering. • Collect all customer site data, go for site health checks and revert back to customers with recommendations for a better site operations.

At AO Globe Life, excellence isn’t a slogan—it’s our standard. We proudly support veterans, labor union members, and credit union members across the country, helping families protect their financial futures through dependable service, guidance, and long-term support. This opportunity offers more than a typical remote role. It is a chance to build a flexible, meaningful career while working from home and making a real impact every day. Your Role: Customer Service Account Manager In this role, you will serve as a trusted resource for clients, helping them understand their options and supporting them throughout their experience with our organization. Your responsibilities include: - Conducting scheduled virtual consultations with clients via Zoom - Helping individuals and families understand available coverage options - Assisting clients through the onboarding and enrollment process - Managing existing client accounts to ensure continued alignment with client needs - Responding to client questions and resolving concerns with professionalism and care - Maintaining accurate documentation and digital records What We’re Looking For We’re seeking motivated professionals who demonstrate: - A self-driven mindset with strong organization and time-management skills - The ability to build trust and maintain long-term client relationships - Confidence in guiding conversations and helping clients make informed decisions - Strong written and verbal communication skills - Comfort using Google Drive and digital communication tools - A professional, dependable, and punctual approach to work What We Offer AO Globe Life provides a supportive environment designed for long-term success, including: - Fully remote work environment available throughout the United States - Flexible scheduling that supports work–life balance - Health insurance premium reimbursement - Leadership development and career advancement opportunities - Ongoing mentorship, training, and professional development - Recognition programs and team-based incentives Eligibility - Must be legally authorized to work in the United States - Must be physically located within the United States - Open to U.S. residents and citizens only Build a Career That Matters At AO Globe Life, your success and growth matter. If you are ready to build a flexible career while making a meaningful impact in the lives of families across the country, we encourage you to apply. Apply today and begin your remote career with AO Globe Life.

AO Globe Life is seeking motivated recent graduates who are eager to begin a purpose-driven career while developing strong leadership and customer service management skills. This opportunity is designed for individuals who want meaningful work, professional growth, and a clear path toward leadership. This is not a traditional entry-level position. It is a structured development pathway that prepares future leaders through mentorship, hands-on experience, and performance-based advancement within a fully remote environment. About AO Globe Life With more than 70 years of industry experience, AO Globe Life has supported veterans, labor union members, credit union members, and working families across the United States. Our mission centers on service, integrity, and long-term impact—helping families while building meaningful careers for our team members. Why Join AO Globe Life Remote Flexibility Work from home while gaining valuable professional experience. Leadership Development Structured mentorship, leadership training, and advancement opportunities designed to prepare you for management roles. Professional Growth Virtual workshops, ongoing training, and continuous skill development. Competitive Compensation Weekly pay with opportunities for performance-based bonuses. Comprehensive Benefits Life insurance coverage including Accidental Death Benefits and medical reimbursement support. Supportive Culture A collaborative, growth-oriented environment that values initiative and accountability. Technology & Resources Modern digital systems and tools designed to support productivity and organization. Incentive Programs Opportunities to qualify for travel experiences and team-building events. What You’ll Do - Conduct scheduled virtual consultations with clients via Zoom - Guide individuals and families through onboarding and enrollment processes - Explain available coverage options clearly and professionally - Maintain organized digital records and documentation - Deliver strong customer service and follow-up support - Participate in leadership development sessions and team training - Build strong client relationships while developing your management skills Who We’re Looking For We are seeking candidates who demonstrate: - Strong communication and interpersonal skills - Interest in growing into leadership and management roles - Adaptability and comfort working in a fast-paced environment - Initiative, accountability, and strong work ethic - Ability to work independently while contributing to a collaborative team No prior industry experience is required. Comprehensive training and mentorship are provided. Your Career Starts Here At AO Globe Life, you are not simply starting a job—you are beginning a professional career with a clear development path, leadership potential, and meaningful impact. You will gain real-world experience while helping families secure their financial future. Apply Today If you are a driven graduate ready to grow professionally, develop leadership skills, and make a difference, we encourage you to apply. AO Globe Life is an Equal Opportunity Employer. Applicants must be physically located in the United States and legally authorized to work in the U.S.