• You handle warm leads (e.g., from our website, ads, or the Shopify App Store) and contact them promptly by phone or email • You conduct demo calls and product presentations, showing prospects how SendDrop simplifies their shipping and the concrete benefits for them • You guide new customers through the entire onboarding process: shop integration, platform setup, first shipments — until everything is running smoothly • You identify what each customer needs and provide tailored advice rather than a one-size-fits-all approach • You document all conversations and lead statuses accurately in HubSpot • You relay feedback from customer conversations directly to our product and marketing teams — what resonates, what’s missing, and where the pain points are • You work with the team to continuously improve our onboarding processes and materials

Role Description As a Partner Success Manager, you own both the day-to-day partner experience and the long-term direction of each partnership within a portfolio of renewal partners. Your focus is delivering a smooth, consistent experience each term by leveraging structured systems and scalable touchpoints that drive retention, partner satisfaction, and operational clarity. - Lead the academic and strategic relationship, bringing together the right teams to simplify complexity and deliver a seamless partner experience. - Identify and advance growth opportunities. - Drive renewal readiness by proactively identifying risks, aligning on scope and commitments, and helping partners communicate impact through data, reporting, and advocacy tools. - Thrive in cross-functional environments, communicate with clarity and structure, and use data to drive strong partner outcomes. Key Responsibilities - Own a portfolio of renewal partners, managing the relationship and setting direction for long-term success. - Lead planning, key touchpoints, and ongoing partner communication. - Maintain clear scopes of work and ensure alignment to program structure. - Ensure smooth delivery each term by coordinating key workflows and supporting campaign launches. - Track registration and engagement performance and maintain accurate systems and data. - Monitor performance to identify risks and opportunities early. - Support renewal and expansion efforts, and step in to resolve issues and remove blockers. - Support partner outreach across campus stakeholders and help drive campus socialization efforts that increase awareness and enrollment. - Maintain clean systems and contribute to simple, scalable processes and documentation. Qualifications - 3+ years of experience in customer success, account management, or higher education partnerships. - Experience managing scaled portfolios and delivering consistent partner outcomes. - Demonstrated ability to drive renewals and identify expansion opportunities. - Strong cross-functional collaborator, able to work effectively across teams. - Proficient in Salesforce or similar CRM systems. - Excellent time management and communication skills that are clear, consistent, and strategic. - Bonus: Experience with registration, program planning, or academic delivery in edtech or higher education. Benefits - 401k, Health, Vision and Dental insurance packages. - Short term disability insurance. - Unlimited Paid Time Off. - Discounted Wellhub Membership. - Access to 3 Mental Health Applications. - One Medical Membership. - 8 Company-Paid for Therapy Sessions. - Free access to upskill through our Global Experiential Programs. - Excellent Birthing and Bonding Leave policies. - Sleep coach for post-partum and infant coaching. - Student and Partner focused half days every First Friday of the month. - Extremely talented and intelligent co-workers. - A massive impact on universities and the lives of others, every single day.

Role Description In the Client Success Agent role, you’ll bring courage into every conversation, empowering clients with the confidence to take control of their financial future. Your compassion and expert guidance will inspire resilience and progress throughout their debt relief journey. The Client Success Agent provides exceptional voice support in an unscripted environment for clients enrolled in the company’s debt settlement program. A typical day includes: - Handling inbound and outbound calls regarding complex financial situations - Maintaining accurate account documentation - Building strong rapport with clients This position has an expected start date of 5/11/2026. This is a full-time remote role. We are currently hiring for positions in AZ, FL, GA, MI, NC, NV, OK, PA, SC, TN, TX, and UT. The Client Success Agent role includes two levels that reflect increasing proficiency, scope, and responsibility: - Client Success Agent I – Developmental stage focused on mastering core responsibilities. Agents are expected to complete required training and demonstrate proficiency within the first four months in order to progress to Client Success Agent II. - Client Success Agent II – Applies advanced knowledge and manages more complex client scenarios, including legal and escalation related matters. We are seeking individuals who are available for the following 8 hour shift scheduling options: - Sunday to Thursday from 9am to 6pm EST - Tuesday to Saturday from 9am to 6pm EST - Monday to Friday from 1pm to 10pm EST - Monday to Friday from 12pm to 9pm EST - Monday to Friday from 10am to 7pm EST Responsibilities - Utilize CRM software (Salesforce) to respond to client calls and address concerns. - Resolve client inquiries and complex financial situations using empathy, confidence, and subject matter knowledge. - Document client discussions clearly and concisely. - Present settlement proposals to clients for approval. - Guide clients toward next steps to progress toward their financial goals. - Escalate and direct clients to leadership or other departments as needed. Level Distinction - Client Success Agent I – Development Track (Level 1) - Complete required Client Success Agent training and demonstrate proficiency in core responsibilities. - Handle standard client inquiries and occasional legal overflow using foundational legal training. - Build proficiency in client de-escalation, solutioning, and problem resolution. - Strengthen competency across systems, process navigation, and documentation accuracy. - Client Success Agent II (Level 2) - Apply knowledge gained through successful completion of Client Success Agent I responsibilities. - Primarily manage legal, pre-legal, lawsuit, summons, and creditor escalation calls. - Conduct complex de-escalations with distressed or high stakes client situations. - Interpret legal documentation and provide accurate next step guidance. - Maintain elevated compliance standards and documentation accuracy. - Serve as a subject matter resource on legal workflows, high risk patterns, and escalation trends. Qualifications - High school diploma or equivalent required; Bachelor's degree preferred. - Minimum 2 years in a customer service or relationship-based support role required. - Financial services or banking experience preferred. Requirements - To qualify for Client Success Agent II, individuals must: - Successfully complete all components of the Client Success Agent I role, including required training. - Demonstrate proficiency in core responsibilities and sustain performance expectations. - Complete up to four months of experience as a Client Success Agent I (inclusive of training and production time). - Meet expectations outlined in the evaluation criteria for advancement (training performance, production trends, and legal upskilling assessment). Required Skills/Abilities - Ability to de-escalate vulnerable clients using empathy and active listening. - Strong working knowledge of client service processes and use of internal knowledge bases. - Exceptional attention to detail; strong organizational and multi-system navigation skills. - Strong critical thinking and problem-solving abilities. - Ability to remain calm, confident, and professional when handling complex issues. - Proficiency in Microsoft Excel and Office. - Ability to clearly explain debt settlement program details. - Ability to recall and accurately document detailed client conversations in Salesforce. Compensation Information Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for each position across the US. Within the range, individual pay is determined by work location, job-related skills, experience, and relevant education or training. The salary for this position is $20/hr + eligible for performance-based bonuses. Benefits - Generous Medical, Dental, and Vision Benefits - 401(k) with Company Match - Paid Holidays, Volunteer Time Off, Sick Days, and Vacation - 12 weeks Paid Parental Leave - Pre-tax Transit Benefits - No-Cost Life Insurance Benefits - Voluntary Benefits Options - ASPCA Pet Health Insurance Discount - Access to your earned wages at any time before payday

Customer Success Advisor - Commercial Are you ready to be a trusted advisor helping commercial organizations transform operations and realize measurable value from their technology investments? At Naviant, our mission is to partner with organizations to reimagine how work gets done, combining deep industry expertise, intelligent technology, and a human-centered approach to deliver measurable outcomes. Our vision is simple yet ambitious: Reimagine work through automation, AI, and data, freeing people to focus on what truly matters. We’re seeking a Customer Success Advisor with a Commercial Industry focus, supporting clients in manufacturing, supply chain, and related operationally complex environments. This role is ideal for a relationship‑driven professional who understands how technology enables efficiency, scalability, and compliance, and who thrives at the intersection of customer advocacy, operational insight, and long‑term value creation. As a Customer Success Advisor, you will build trusted partnerships with clients, serve as their internal champion, and guide them toward maximizing ROI through strong adoption, measurable outcomes, and strategic alignment. You’ll collaborate closely with internal delivery, support, and sales teams to ensure customers are successful today while positioned for future growth. Performance Objectives – What You Will Accomplish First 30 Days: Getting Grounded - Develop a strong understanding of Naviant’s solutions, services, and how they support commercial industry workflows such as manufacturing operations, supply chain management, compliance, and process efficiency. - Learn assigned customer environments, business objectives, KPIs, and success criteria. - Establish initial relationships with customer stakeholders and internal cross‑functional teams. - Begin monitoring customer health indicators, adoption trends, and engagement patterns. - Demonstrate credibility through clear communication, responsiveness, and a customer‑first mindset. Within 60 Days: Taking Ownership - Serve as the primary trusted advisor for assigned clients, building strong, trust‑based relationships across operational and executive stakeholders. - Facilitate regular business reviews and performance discussions focused on outcomes, adoption, and value realization. - Act as the customer advocate internally, coordinating with support, delivery, and sales teams to ensure timely issue resolution and proactive communication. - Identify early risks to adoption or satisfaction and drive mitigation plans. - Begin documenting opportunities for value expansion aligned to client goals and industry needs. At 90 Days and Beyond: Driving Impact - Fully own customer health, satisfaction, and long‑term success for assigned accounts. - Partner with executive leaders at client organizations to align technology capabilities with business objectives such as efficiency, cost reduction, scalability, and compliance. - Identify and support account expansion opportunities through thoughtful alignment of solutions, best practices, and emerging capabilities. - Influence internal teams by championing the voice of the customer and contributing to continuous improvement. - Serve as a visible representative of Naviant’s expertise, values, and commitment to customer success. Competencies – Key Skills & Experience We're Looking For Client Relationship & Strategic Advisory Skills Proven ability to build and nurture long‑term, trust‑based customer relationships. Comfortable engaging both operational and executive stakeholders, asking thoughtful questions, and guiding strategic conversations. Able to challenge, encourage, and collaborate in ways that strengthen partnerships and deliver mutual value. Commercial Industry Acumen Understanding of commercial industry environments such as manufacturing or supply chain, including operational workflows, efficiency drivers, compliance pressures, and scalability challenges. Able to translate industry context into meaningful recommendations that support customer growth and performance. Customer Advocacy & Cross‑Functional Leadership Strong ability to act as the primary liaison between customers and internal teams. Skilled at owning escalations, coordinating across support and delivery functions, and ensuring issues are resolved with transparency and urgency. Brings the customer’s perspective into internal decision‑making. Value Expansion & Account Growth Experience identifying opportunities for upsell, cross‑sell, and expanded adoption based on customer goals, usage patterns, and industry trends. Able to contribute to long‑term account planning and align solutions to evolving commercial sector needs. Performance Monitoring & Enablement Comfortable tracking and interpreting customer KPIs, adoption metrics, and health indicators. Able to deliver enablement, training, and best‑practice guidance that drives sustained success and ROI. Maintains current knowledge of relevant tools, technologies, and workflows. Thought Leadership & Continuous Improvement Engaged learner who stays informed on commercial industry trends, regulatory changes, and operational challenges. Willing to share expertise through customer education, internal collaboration, and external forums such as webinars, events, or customer stories. Contributes ideas that improve processes, experiences, and outcomes. Perks and Benefits – How We Take Care of Our Team At Naviant, we believe in taking care of our people, both professionally and personally. As a fully remote company, we offer an engaging and supportive culture that prioritizes work-life balance. Our Benefits: - Comprehensive Health, Dental, & Vision Insurance - Employer Paid Disability & Life Coverage - 401k & Match Program - Generous Paid Time Off - Flex Spending Plans & Dependent Care Other Valuable Perks: - Monthly Home Office Allowance - Volunteer Time Off - Charitable Giving Program - Lifestyle Spending Account - Employee Assistance Program, Parent Program, Wellness Initiatives, Virtual Gatherings, Employee Discount Program, Annual In-Person Celebration Week, and more! Must be authorized to work in the U.S. Sponsorship not provided. Employees must reside in the U.S. Naviant is an Equal Opportunity and E-Verify employer seeking a diverse and talented workforce. Please use the links below for important information when applying for work with Naviant: E-Verify Notice | Right to Work Notice English or Spanish