This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As a Client Success Specialist in Retirement Services, you will serve as a trusted client contact across the retirement services ecosystem. You will combine financial service expertise, IRA operations knowledge, and effective communication skills to deliver exceptional client support and ensure seamless account servicing. - Provide service and technical support to retirement investment customers, including guidance on IRA account activity, wealth management processes, and recordkeeping requirements. - Manage inbound and outbound communications (phone, live chat, email) with customers, ensuring timely and accurate responses to IRA-related and account recordkeeping questions. - Support day-to-day IRA administration and recordkeeping functions, including contributions, distributions, rollovers, transfers, and beneficiary changes. - Help customers and advisors navigate our technology platform, including account setup, transaction history, reporting, and compliance documentation. - Collaborate with operations, compliance, and partner recordkeepers to ensure accurate documentation and adherence to DOL regulations. - Escalate complex issues to appropriate internal teams while maintaining accountability for customer satisfaction. - Consistently deliver an above-and-beyond customer experience by blending technical accuracy with empathy, patience, and professionalism. - Demonstrate integrity and responsibility when handling sensitive financial and personal data. Qualifications - Demonstrated proficiency in retirement account operations, with 3+ years of experience in financial services, IRA administration, or wealth management client support. - Proven track record of delivering exceptional client service and maintaining high standards of accuracy, confidentiality, and compliance in all account-related activities. - Proficient in computer applications, including Microsoft Office Suite (Excel, Outlook, Word) and CRM/customer support platforms. - Outstanding communication abilities, both written and verbal, with the capacity to translate complex financial information into clear, client-friendly terms. Spanish fluency is a plus. - Strong organizational and analytical skills, with the ability to manage multiple priorities in a dynamic, fast-paced environment. - Demonstrated ability to collaborate effectively within cross-functional teams while maintaining accountability for individual performance and service outcomes. - Detail-oriented, resourceful, and committed to continuous improvement in client experience and operational excellence. - Bachelor’s degree preferred in Finance, Business Administration, or a related discipline. - Must be a U.S. Citizen, Permanent Resident, or otherwise authorized to work permanently in the United States. Benefits - Join a FinTech innovator transforming the retirement services industry. - Collaborative team culture with career growth opportunities. - Competitive compensation and comprehensive benefits. Company Description IRALOGIX is a rapidly growing FinTech transforming IRA administration and recordkeeping. We empower financial institutions—IRA providers, 401(k) recordkeepers, advisors, and banks—to deliver scalable, compliant, and efficient retirement solutions through modern technology. IRALOGIX is an equal opportunity employer committed to building a team that embraces diversity, represents a variety of backgrounds, and upholds inclusiveness. M/F/V/D

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We’re looking for a Senior Customer Success Operations Manager to lead the strategy, systems, and operational processes that power customer retention and expansion. In this role, you’ll design and optimize the frameworks that support onboarding, product adoption, renewal, and growth across the customer lifecycle. You’ll partner closely with Customer Success leadership as well as teams across Sales, Product, Finance, and Revenue Operations to ensure alignment on lifecycle processes, customer health metrics, and execution standards. This role plays a key part in enabling a high-performing Customer Success organization through scalable systems, data-driven insights, and operational excellence. With an AI-forward mindset, you’ll leverage automation and predictive insights to proactively manage churn risk, improve customer outcomes, and expand the capacity of the Customer Success team in a high-growth SaaS environment. What You'll Do - Own and optimize the Customer Success technology ecosystem, ensuring systems are integrated, scalable, and aligned with lifecycle processes - Administer and enhance CRM and Customer Success platforms while maintaining strong data governance and process integrity - Design and implement automation that improves efficiency, reduces manual work, and enhances the customer experience - Define and operationalize lifecycle workflows across onboarding, adoption, customer health monitoring, renewal, and expansion - Partner with Customer Success leadership to translate strategy into scalable operational frameworks and playbooks - Implement predictive customer health scoring and risk detection models using behavioral, engagement, and product usage data - Develop reporting frameworks and dashboards that provide visibility into key metrics such as GRR, NRR, churn risk, product adoption, and time-to-value - Deliver insights that inform renewal forecasting, expansion strategy, and resource allocation decisions - Align cross-functional processes and SLAs with Sales, Product, Support, and Finance to ensure seamless customer handoffs - Lead cross-functional projects that improve lifecycle execution, remove operational bottlenecks, and scale Customer Success processes - Evaluate and implement new tools, automation, and AI-driven capabilities that enhance customer lifecycle management - Establish governance, documentation, and best practices that support long-term operational scalability The Impact You'll Have At CompanyCam, your work makes a real impact. Whether you're writing code, supporting customers, or designing experiences, your contributions directly shape the product we deliver and the people we serve. We're building something that helps real people solve real problems—and we believe that kind of work is best done by a team that reflects the world around us. - Building scalable operational systems that strengthen customer retention and expansion - Improving visibility into customer health, lifecycle performance, and renewal risk - Enabling Customer Success teams to operate more efficiently through automation and better tools - Strengthening cross-functional alignment around the customer lifecycle - Helping CompanyCam deliver stronger customer outcomes while supporting long-term revenue growth Qualifications - 5–7 years of experience in Customer Success Operations, Revenue Operations, Sales Operations, or similar roles within a B2B SaaS or high-growth technology company - Strong experience designing and optimizing customer lifecycle processes in subscription-based businesses - Hands-on expertise with Salesforce and Customer Success platforms such as Gainsight, ChurnZero, Totango, Catalyst, or similar tools - Experience implementing automation, workflow optimization, and scalable operational frameworks - Strong analytical skills with the ability to define KPIs, build dashboards, and translate data into strategic insights - Experience partnering cross-functionally with Customer Success, Sales, Product, Finance, and RevOps teams - Proven ability to lead complex operational initiatives from concept through execution - Bachelor’s degree in Business, Finance, Analytics, or related field - A continuous growth-mindset, with a focus on learning, embracing challenges, and continuously improving - A knack for creativity and innovation, bringing fresh ideas to the table and solving complex problems Benefits - This is a salaried position at CompanyCam. Our starting salary range is $123,000-$143,000 per year and is based on experience. - We also offer meaningful equity and other benefits.

• Own the customer relationship across the full lifecycle, serving as the primary point of contact and trusted advisor to senior marketing stakeholders • Drive adoption and value realization of the Demandbase platform, measured through usage, customer outcomes, and goal attainment • Partner with customers to deliver proactive ABM best practices, strategies, and use cases, addressing critical success issues and executive priorities • Identify and support expansion opportunities within the customer base in partnership with new business teams • Lead customer onboarding, project manage ongoing initiatives, and ensure timely resolution of issues through cross-functional coordination • Advocate for customers internally while maintaining deep expertise in Demandbase products, industry trends, and the competitive landscape • Develop customer success stories, case studies, and references that demonstrate measurable impact

• Manage a portfolio of high-value enterprise merchants in Asia, ensuring satisfaction, retention, and growth. • Act as the primary point of contact for strategic accounts, driving day-to-day operational excellence. • Optimise merchant success by analysing performance metrics and proactively identifying opportunities to enhance growth and reduce churn. • Collaborate closely with Product, Compliance, Tech, and Commercial teams to support complex merchant needs. • Lead business reviews with key accounts and present performance insights and improvement plans. • Use HubSpot to track merchant health, log communications, and manage lifecycle touchpoints. • Handle escalations with professionalism, speed, and a solution-oriented mindset. • Identify upsell and cross-sell opportunities based on merchant performance and product fit. • Attend key events and be open to international travel to meet strategic merchants and represent the company at conferences. • Maintain a deep understanding of our products and services to guide merchants effectively. • Contribute to the continuous improvement of internal processes and documentation.