• Receive feedback from Success teams to help define strategic projects and process improvements to ensure an optimal model for our team and Wiz customers • Work cross-functionally to support operational programs aligned to overall organizational strategy • Manage scalable “run the business” activities of the Success organization specifically Reporting, and other tools aligned to customer health, retention, and expansion • Be responsible for data integrity across post sales systems (Salesforce, CS Platform, Looker, etc.) of all data relating to Success programs and processes

• Manage the trial of Samsara technology for enterprise prospects, developing tailored trial plans customized to the prospect’s specific needs. • Lead value-based conversations to establish success criteria, define project scope and manage internal and external teams accountable for the end-to-end delivery of the trial. • Act as a subject matter expert on topics such as change management, communication strategy, risk mitigation, and coaching techniques. • Build collateral to support trial process standardization including job aids, communication templates, mutual action plans in Accord, etc. • Lead internal account team strategy sessions to unblock deals and drive alignment on next steps to progress the trial, coordinate leadership support asks, and more. • Coordinate with key cross-functional teams to bring in the right resources at the right time based on strategic priorities of the trial. • Communicate updates on major milestones, keeping internal and external stakeholders informed of progress and trial outcomes. • Create tailored meeting content for key trial milestones and ad hoc engagements as needed. • Champion, role model, and embed Samsara’s cultural principles (Focus on Customer Success, Build for the Long Term, Adopt a Growth Mindset, Be Inclusive, Win as a Team) as we scale globally and across new offices.

• Lead the CS Team managing solutions for Go Elect customers • Directly manage a team of Project & Success Managers, Customer Support Representatives, Business Analysts, and Trainers • Set quarterly MBOs for team members • Monitor and evaluate each project phase for quality standards • Identify process gaps to enhance operational efficiency • Drive account expansion through cross-selling and up-selling • Collaborate with Sales to maximize customer value from solutions • Lead and manage customer support representatives • Track performance metrics for customer support • Conduct periodic Customer Business Reviews • Collaborate with the Executive Team for business reviews

• Responsible for following up with clients on year-end data collection, 5500 filings, lost earnings, deposits for submission, form 5330 filings, document and amendment signatures, service agreement signatures, and other outstanding annual requirements • Monitor and report on project status, missed deadlines, and outstanding tasks using PensionPro and other reporting tools • Ensure timely and professional responses to client communications, follow up on escalations and unresolved inquiries, assist clients in understanding fiduciary responsibility and keeping them informed of regulatory and legislative updates, and collaborate with Retirement Plan Consultants (RPCs) with plan amendments if needed • Assist in the cross-selling of complimentary Definiti services • Coordinate with RPCs to verify project launches and task handoffs, maintain oversight of plan wrap-up activities • Assist with implementation and conversion processes in partnership with New Business Implementation (NBI) by collaborating with NBI and other teams as needed • Conduct quality control reviews of compliance testing, financial reconciliation, 5500 filings • Assist with force-outs, vesting upload confirmations with recordkeepers, and required minimum distribution preparation • Lead annual client reviews and meetings, providing proactive engagement and support for document-related issues • Maintain accurate documentation and records for compliance and audit purposes • Support Retirement Plan Consultant (RPC) with maintaining client and advisor relationships to exceed company retention goals • Identify and engage with high-risk clients to mitigate any controllable client losses • Contribute to the ongoing development and refinement of Client Success Manager processes and best practices