​ COMPANY OVERVIEW The AI-Powered Decision Engine for Customer-First Products About First Insight 💡 The best merchants have always had strong instincts about what customers want. The best ones tomorrow will use AI to hear directly from consumers — at scale, before a single decision is made — and act on what they find. First Insight gives brands and retailers that signal across product design, assortment, pricing, and planning, so the people who build and buy product move faster, with more confidence, and less risk. If you've spent your career in retail or on the brand side and you're ready to be on the leading edge of how the industry makes its most important decisions, this role was built for you. With 18 years of innovation in predictive analytics, First Insight is trusted by brands like Under Armour, Marks & Spencer (M&S), Woolworths, and Family Dollar. Our Voice of the Customer platform and Value Score™ serve 600+ brands and retailers across retail, apparel, footwear, automotive, home goods, CPG, and hospitality worldwide. THE OPPORTUNITY If you've spent your career on the merchant or brand side — buying, designing, planning, or managing product — you already understand the decisions First Insight helps retailers make better. You know the pressure of a buy, the risk of a wrong assortment call, the gap between what a designer believes in and what a consumer will actually pay for. That instinct is exactly what this role requires. As a Customer Success Manager at First Insight, you are the strategic advisor who helps our customers get maximum value from their consumer intelligence investment. In this role, you will manage a portfolio that spans Latin America and the United States — working with brands and retailers across both markets. You're not selling software — you're helping planners plan smarter, buyers buy more confidently, and merchants bring fewer wrong products to market. The best CSMs at First Insight speak the language of the merchant floor and the boardroom equally well. This is a high-visibility, customer-facing role with direct access to senior leaders and functional decision-makers at global retail organizations. If you are coming from the retail or brand side and are excited by how AI is transforming the way product decisions get made — this may be the perfect next step. WHAT YOU'LL DO You will own a portfolio of enterprise accounts and be accountable for adoption, retention, and growth — but the way you create value looks more like a trusted retail advisor than a software account manager. Specifically: - Own assigned enterprise accounts as the primary relationship holder — understanding your customers' business deeply enough to know what they need before they ask - Build trusted relationships across the customer organization — with merchants, planners, designers, buyers, and the executives who set direction - Lead Quarterly Business Reviews that connect First Insight's consumer intelligence to real business outcomes — margin, sell-through, assortment decisions, and pricing confidence - Guide customers on methodology, best practices, and how to interpret and apply consumer intelligence across the product-to-market path - Deliver training and workshops that build platform fluency — tailored to the buyer, the planner, the designer, or the merchant team you're sitting in front of - Stay ahead of new product capabilities and bring them to customers in a way that's relevant to their business - Partner with Sales and senior leadership on renewals, upsells, new pilots, and onboarding - Bring the voice of the customer back into the organization — translating what you hear in the field into product feedback and go-to-market insight WHAT YOU BRING Required Qualifications and Skills: - Bachelor's degree in Business, Retail Merchandising & Planning, Business Analytics, or a related field - 3+ years of hands-on experience in retail or brand — as a buyer, merchandiser, planner, designer, or in a role deeply connected to the product-to-market path. You understand how product decisions get made, where they go wrong, and what the stakes are - Fluency in retail KPIs — sell-through, margin, assortment breadth, price elasticity, inventory turn — and the ability to connect First Insight's consumer intelligence to those outcomes in a customer conversation - Bilingual — full professional fluency in both English and Spanish required - Account management, customer success, or client-facing experience a plus — SaaS or technology background welcome but not required - Strong business acumen and the ability to engage at all levels of a customer organization — from the merchant floor to the C-suite - Outstanding communication and listening skills — written, verbal, and presentation - Highly organized and proactive; able to manage multiple accounts with a high degree of personal accountability - Based in the United States; East Coast or Central time zone preferred. Must be authorized to work in the United States - Remote position – Willingness to travel up to 40% for customer engagements and onsite visits Preferred Qualifications and Skills: - Direct experience as a buyer, merchandise planner, product designer, or category manager at a retailer or brand - Exposure to AI-powered analytics, consumer intelligence, or predictive decision tools - Change management experience — helping teams move from instinct-driven to data-driven decision-making - Project management experience; PMP a plus - Experience working with or within Latin American retail or brand markets Look us up! www.firstinsight.com BENEFITS & PERKS First Insight offers a competitive salary; paid employee healthcare coverage; a 401(k) with company match; employer-paid life and long-term disability insurance; and a generous Paid Time Off (PTO) package including paid holidays and sick days — in a positive, mission-driven team environment.​

​ COMPANY OVERVIEW The AI-Powered Decision Engine for Customer-First Products About First Insight 💡  The best merchants have always had strong instincts about what customers want. The best ones tomorrow will use AI to hear directly from consumers — at scale, before a single decision is made — and act on what they find. First Insight gives brands and retailers that signal across product design, assortment, pricing, and planning, so the people who build and buy product move faster, with more confidence, and less risk. If you've spent your career in retail or on the brand side and you're ready to be on the leading edge of how the industry makes its most important decisions, this role was built for you. With 18 years of innovation in predictive analytics, First Insight is trusted by brands like Under Armour, Marks & Spencer (M&S), Woolworths, and Family Dollar. Our Voice of the Customer platform and Value Score™ serve 600+ brands and retailers across retail, apparel, footwear, automotive, home goods, CPG, and hospitality worldwide. THE OPPORTUNITY If you've spent your career on the merchant or brand side — buying, designing, planning, or managing product — you already understand the decisions First Insight helps retailers make better. You know the pressure of a buy, the risk of a wrong assortment call, the gap between what a designer believes in and what a consumer will actually pay for. That instinct is exactly what this role requires. As a Customer Success Manager at First Insight, you are the strategic advisor who helps our customers get maximum value from their consumer intelligence investment. In this role, you will own a portfolio of US-based enterprise retail accounts on the East Coast — engaging directly with the buyers, planners, merchants, and executives who make product decisions every day. You're not selling software — you're helping planners plan smarter, buyers buy more confidently, and merchants bring fewer wrong products to market. The best CSMs at First Insight speak the language of the merchant floor and the boardroom equally well. This is a high-visibility, customer-facing role with direct access to senior leaders and functional decision-makers at global retail organizations. If you are coming from the retail or brand side and are excited by how AI is transforming the way product decisions get made — this may be the perfect next step. WHAT YOU'LL DO You will own a portfolio of enterprise accounts and be accountable for adoption, retention, and growth — but the way you create value looks more like a trusted retail advisor than a software account manager. Specifically: - Own assigned enterprise accounts as the primary relationship holder — understanding your customers' business deeply enough to know what they need before they ask - Build trusted relationships across the customer organization — with merchants, planners, designers, buyers, and the executives who set direction - Lead Quarterly Business Reviews that connect First Insight's consumer intelligence to real business outcomes — margin, sell-through, assortment decisions, and pricing confidence - Guide customers on methodology, best practices, and how to interpret and apply consumer intelligence across the product-to-market path - Deliver training and workshops that build platform fluency — tailored to the buyer, the planner, the designer, or the merchant team you're sitting in front of - Stay ahead of new product capabilities and bring them to customers in a way that's relevant to their business - Partner with Sales and senior leadership on renewals, upsells, new pilots, and onboarding - Bring the voice of the customer back into the organization — translating what you hear in the field into product feedback and go-to-market insight WHAT YOU BRING Required Qualifications and Skills: - Bachelor's degree in Business, Retail Merchandising & Planning, Business Analytics, or a related field - 3+ years of hands-on experience in retail or brand — as a buyer, merchandiser, planner, designer, or in a role deeply connected to the product-to-market path. You understand how product decisions get made, where they go wrong, and what the stakes are - Fluency in retail KPIs — sell-through, margin, assortment breadth, price elasticity, inventory turn — and the ability to connect First Insight's consumer intelligence to those outcomes in a customer conversation - Account management, customer success, or client-facing experience a plus — SaaS or technology background welcome but not required - Strong business acumen and the ability to engage at all levels of a customer organization — from the merchant floor to the C-suite - Outstanding communication and listening skills — written, verbal, and presentation - Highly organized and proactive; able to manage multiple accounts with a high degree of personal accountability - Based on the East Coast or Central time zone. Must be authorized to work in the United States - Remote position – Willingness to travel up to 40% for customer engagements and onsite visits Preferred Qualifications and Skills: - Direct experience as a buyer, merchandise planner, product designer, or category manager at a retailer or brand - Exposure to AI-powered analytics, consumer intelligence, or predictive decision tools - Change management experience — helping teams move from instinct-driven to data-driven decision-making - Project management experience; PMP a plus Look us up! www.firstinsight.com BENEFITS & PERKS First Insight offers a competitive salary; paid employee healthcare coverage; a 401(k) with company match; employer-paid life and long-term disability insurance; and a generous Paid Time Off (PTO) package including paid holidays and sick days — in a positive, mission-driven team environment.​ ​

• Maintain a monthly CRM calendar based on seasonality, promotions, launches, etc. • Build, deploy, and optimize Email and SMS campaigns within our marketing platforms • Support automated lifecycle flows including welcome, cart and browse abandonment, refer-a-friend communications, and more • Segment audiences based on behavior, purchase history, and engagement data to drive personalization • Conduct A/B testing on subject lines, creative, timing, and messaging to improve performance • Monitor KPIs including open rate, CTR, CVR, and revenue attribution • Partner with Creative, Brand, and Product teams to align campaign messaging with site experience and product or feature launches • Maintain CRM database hygiene and ensure compliance with data privacy regulations • Prepare weekly and monthly performance reports with actionable insights

WHO WE ARE Zeta Global (NYSE: ZETA) is the AI-Powered Marketing Cloud that leverages advanced artificial intelligence (AI) and trillions of consumer signals to make it easier for marketers to acquire, grow, and retain customers more efficiently. Through the Zeta Marketing Platform (ZMP), our vision is to make sophisticated marketing simple by unifying identity, intelligence, and omnichannel activation into a single platform – powered by one of the industry’s largest proprietary databases and AI. Our enterprise customers across multiple verticals are empowered to personalize experiences with consumers at an individual level across every channel, delivering better results for marketing programs. Zeta was founded in 2007 by David A. Steinberg and John Sculley and is headquartered in New York City with offices around the world. To learn more, go to www.zetaglobal.com. THE ROLE We are seeking a results‑driven Client Success Manager who thrives on being a strategic partner to our clients and a key driver of revenue growth. This role is ideal for someone who excels in campaign management and client relationships, and who is ready to take on greater responsibility influencing performance, retention, and account expansion. As a CSM, you will own a portfolio of clients and serve as their primary point of contact, guiding them through every stage of campaign execution. You will collaborate cross‑functionally with Sales, Operations, Analytics, and Product to ensure campaigns launch flawlessly, perform against key metrics, and align with each client’s attribution model and business objectives. In this role, you will closely monitor performance data, lead performance reviews, and proactively identify optimizations that strengthen outcomes. You will also surface and drive upsell opportunities, develop tailored growth ideas for each client’s lines of business, and partner with Sales on long‑term expansion strategies. RESPONSIBILITIES - Own and maintain strong relationships with accounts, ensuring client success through up-sells, cross-sells, renewals, and overall account growth. - Partner with Sales to successfully launch, manage, and scale new accounts, ensuring long-term growth and performance optimization - Serve as the main point of contact for client communications, campaign execution, and strategic recommendations, ensuring a seamless customer experience. - Develop and manage a client growth plan outlining major milestones, testing initiatives, and opportunities for expansion. Understand clients reporting and Attribution methods. - Apply knowledge of Zeta offerings, client goals, industry trends, and best practices to develop strategic recommendations that drive performance improvements, creative enhancements, and revenue growth. - Identify and execute growth opportunities by designing unique strategic plans for each customer that exceed quarterly and annual goals. - Oversee campaign execution, including creative build-outs, asset setup, timeline management, audience targeting, and campaign documentation. - Possess a deep understanding of partner KPIs and goal-setting, proactively providing optimization recommendations to maximize performance. - Lead and attend client meetings, including weekly status updates, kick-off calls, and Quarterly Business Reviews, ensuring action items and strategic next steps are documented and executed. - Build knowledge of Zeta’s offerings, tools, and industry best practices to better support client needs. - Maintain clear documentation of processes, timelines, and deliverables across your accounts. REQUIREMENTS - 2-3 years of experience in digital advertising, media, marketing, or client services, ideally within an ad tech, agency, or publisher environment. - Strong client management and communication skills, with confidence leading data driven conversations. - Organized and detail-oriented, with the ability to manage multiple projects and deadlines in a fast-paced setting. - Comfortable working cross-functionally with technical and non-technical teams. - Strong analytical mindset with working knowledge of Excel and comfort interpreting performance data. - Experience with campaign management tools, ad platforms (DSP/SSP), or reporting systems a plus. - Self-starter with a collaborative attitude, eager to learn and contribute. - Willingness to travel as needed. This is a hybrid position based out of New York City, NY or Nashville, TN. BENEFITS & PERKS - Unlimited PTO - Excellent medical, dental, and vision coverage - Employee Equity - Employee Discounts, Virtual Wellness Classes, and Pet Insurance And more!! SALARY RANGE The salary range for this role is $75,000 - $80,000.00, depending on location and experience. PEOPLE & CULTURE AT ZETA Zeta considers applicants for employment without regard to, and does not discriminate on the basis of an individual’s sex, race, color, religion, age, disability, status as a veteran, or national or ethnic origin; nor does Zeta discriminate on the basis of sexual orientation, gender identity or expression. We’re committed to building a workplace culture of trust and belonging, so everyone feels invited to bring their whole selves to work. We provide a forum for employees to celebrate, support and advocate for one another. Learn more about our commitment to diversity, equity and inclusion here: https://zetaglobal.com/blog/a-look-into-zetas-ergs/ ZETA IN THE NEWS! https://zetaglobal.com/press/?cat=press-releases #LI-RP1