Who is Boulevard? Boulevard provides the first and only client experience platform for appointment-based, self-care businesses. We empower our customers to give their clients more of the magical moments that matter most. Before launching in 2016, our founders spent months interviewing salon managers and working behind front desks to understand their pain points so we could design a modern, user-friendly platform that meets the unique needs of their business. Our roots may be in hair salons, but we are built for the broader self-care industry, including many types of salons, spas, medspa, barbershops, and more. Our technology not only helps our customers survive but thrive. Take a look at how we (and YOU) can make that happen. We have an insatiable curiosity and embrace experimentation. We believe that simple solutions require the most sophistication, and we design each and every detail to maximize potential, power, and impact. Do our values match? Read through our story and what we value the most. Our team values and celebrates our diverse backgrounds. Being open about who we are and what we do allows us to do the best work of our lives. We believe in equal opportunity for all, and you should too. Come do the best work of your life at Boulevard. The Customer Experience group is responsible for launching, supporting, and strengthening business relationships with Boulevard customers. As a Success Manager, you will partner closely with our Small and Midsize Business (SMB) segment of customers, a portfolio of emerging and successful self-care businesses to ensure they are realizing the incredible value of our platform. You will actively manage the retention and expansion of customers in this segment, share insights, and develop strategies to shape the future of our overall customer experience and play a vital role in Boulevard’s long-term growth and success. What you’ll do here: - Own customer retention by identifying churn risk and driving strategic intervention plans to protect and grow accounts - Guide and support customers through proficiency and adoption of each product, ensuring sustained engagement and long-term value realization - Engage directly with customers through phone calls and live touchpoints to strengthen relationships, drive alignment, and address concerns in real time - Lead structured “get well” plans for at-risk accounts, partnering cross-functionally (Support, Product, Lifecycle Marketing, etc.) to execute recovery strategies - Monitor customer health, usage trends, and critical metrics, taking decisive and timely action to mitigate risk and improve outcomes - Confidently navigate challenging conversations, applying de-escalation strategies to rebuild trust and stabilize customer relationships - Ensure customers are receiving maximum value from their partnership with Boulevard through consultative conversations and tailored adoption plans - Advocate for customers by surfacing feedback and trends to inform product and process improvements - Align customer goals with Boulevard’s solutions, delivering personalized recommendations that drive measurable success - Identify opportunities to expand accounts through thoughtful upsell and cross-sell motions tied to customer outcomes - Partner closely with cross-functional teams to ensure seamless handoffs and a cohesive, high-quality customer experience - Maintain accurate records and leverage internal tools to inform strategy, track risk, and drive accountability What you'll need to thrive: - Experience - 3+ years of managing a high volume of accounts with a track record of success. Prior industry experience is a plus. - Technical aptitude - You’ll learn Boulevard's technology platform, communicate with contacts of varying technical savvy, and offer creative solutions for customer needs. - Business Acumen - Acting like an owner and understanding what it takes to run a small business is critical to support and advise our customers. - Effective EQ - Team player with a multi-faceted communication style and sophisticated interpersonal skills. You’ll need to deliver direct messages with empathy and an eye on the long-term relationship. - Artful balancing- Proven ability to multi-task and manage multiple projects at a time while paying strict attention to detail and providing exceptional customer service. - Get-it-done energy - Success managers are self-starters who embrace change and challenge in our entrepreneurial, fast-paced environment. - Proactively identify and drive growth opportunities by leveraging experience, intuition, and data analysis, while also initiating escalation protocols and activating playbooks at the first sign of potential risk or operational challenges, ensuring timely mitigation and continued business success. - Joy for data - Comfortable analyzing customer metrics and providing data-driven recommendations. How we'll take care of you: Your starting cash compensation for this role is $80,000 + $35,000 OTC, depending on your current skills, experience, training, and overall market demands. This salary range is subject to change, and there is always room for growth and advancement. In addition to the wonderful people you’ll get to work with and challenging projects that’ll push you - Boulevard is here to make sure you’re always at the top of your game emotionally, mentally, and physically. - ✨ We’ve got you covered with a 401(k) match plus dental, medical, vision, and life insurance. - 🏝 Take a break whenever you need with our flexible vacation day policy. - 🖥 Fully remote so you can choose where you want to work. You’ll receive a work from home stipend every month. - 💚 Family planning resources and specialized support programs. - 🔮 Equity: get ahead on the ground floor and grow with Boulevard. - 💅 Boulevard Bucks Learning and Development program allows employees to explore businesses in the market we serve. 📲 We recommend following our official LinkedIn page to stay up to date on all things Boulevard life! Boulevard Labs, Inc. is an Equal Opportunity Employer committed to hiring a diverse workforce and sustaining an inclusive culture. All employment decisions at Boulevard Labs, Inc. are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

About the role We’re looking for a relationship-driven Customer Success Manager (CSM) to join our Client Services team. In this role, you’ll serve as the primary point of contact for a portfolio of clients, owning the relationship from onboarding through renewal and beyond. You’ll partner closely with clients, brokers, TPAs, and internal teams to ensure a seamless experience, resolve issues, and deliver meaningful value. This role is ideal for someone who enjoys balancing day-to-day client support with strategic account management—and who takes pride in building trusted, long-term partnerships that drive satisfaction, retention, and growth. This is a fully remote role. Candidate must reside in Oregon or Washington. This is a primarily remote position; however, this position may require quarterly travel for client sites, conference or in person meetings. Reliable transportation, schedule flexibility, and the ability to work independently while traveling is essential. What You'll Do - Own and manage relationships for a portfolio of client accounts, serving as the primary point of contact - Lead regular client meetings, business reviews, and renewal coordination efforts - Proactively communicate with clients to provide updates, address concerns, and ensure a high level of satisfaction - Monitor account health, identifying risks and opportunities to strengthen relationships and expand services - Navigate complex or sensitive conversations with professionalism, including escalations and financial discussions - Respond to and resolve client, broker, and partner inquiries through collaboration with internal teams - Track client activity, service utilization, and performance trends, and provide insights through reporting - Ensure timely delivery of reports and proactively address any delays or issues - Maintain accurate documentation, including CRM updates, client records, and benefit materials - Support client-facing activities such as meetings, presentations, and events What You Bring - At least 3 years of experience in client services or account management within healthcare, health insurance, or medical management - Experience working with TPAs, brokers, consultants, or carriers - Strong organizational and time management skills, with the ability to manage multiple priorities independently - Excellent communication skills, with a high degree of professionalism, empathy, and emotional intelligence - Proven ability to problem-solve, manage escalations, and navigate complex client situations - Ability to work both independently and collaboratively in a fast-paced, remote environment - Comfort with CRM systems, reporting tools, and learning new technology platforms - Ability to handle confidential information in compliance with HIPAA Preferred: - Experience with renewals, retention strategies, and client presentations - Familiarity with self-funded health plans and medical terminology - Bachelor’s degree in healthcare, business, or a related field

• Analyze usage metrics, health scores, and customer feedback to identify trends, risks, and opportunities for improvement. • Translate complex data sets (using SQL, Python, Tableau, or Excel) into actionable insights that inform strategy. • Monitor key metrics to proactively identify at-risk customers and assist in developing retention strategies. • Collaborate with product teams to improve features based on user data and refine internal customer success workflows.

• The Geo Success Manager is accountable for driving sales execution excellence and business outcomes across assigned geographies for the OS portfolio and sales motions. • The role acts as the connective tissue between global strategy and geo execution, ensuring strong renewal, conversion and expansion performance across the installed base while representing the voice of the geos and customers within the global organization. • The role does not own quota but materially influences order/revenue performance through governance, insights, prioritization, and orchestration across sales, pre-sales, GBUs and Operations. • The Geo Success Manager is responsible for driving business growth by developing new business or new ways to grow revenue of existing business. • Leads the Deal Pursuit team in preparing and communicating the customer business case/proposal for emerging markets, existing markets, and specific deals. • Guides Pursuit & account teams through opportunity creation and pursuit strategic planning, qualifying mega deals, and developing and substantiating the services value proposition. • Leads the development of innovative principles and ideas, and provides the business value selling expertise for specific solutions. • Devises and executes a growth plan that meets business goals for a given geographic and/or service business area; including accountability for achieving revenue & order targets. • Builds high-quality funnels that generate customer demand in partnership with marketing & sales.