• Serve as the primary point of contact for high-priority and VIP clients, ensuring exceptional support by addressing complex inquiries and issues promptly. • Act as an intermediary to resolve member-related issues, especially where direct communication with clients is needed, by assessing client needs and facilitating effective solutions. • Proactively recommend solutions, set realistic expectations, and deliver accurate information to clients regarding their benefits, account navigation, and utilization. • Educate participants on plan features, empowering them to maximize benefits and navigate the platform independently. • Build and foster strong relationships across the company by collaborating with colleagues in a team-oriented environment. • Act as an Ameriflex ambassador, upholding the organization’s core values and projecting a positive, professional image in all client and member interactions. • Collaborate with internal teams to offer solutions, identify process improvement opportunities, and promote best practices for client satisfaction and retention. • Analyze and interpret data specific to VIP accounts, using insights to provide tailored support and identify trends in client needs. • Use critical thinking skills to address client issues effectively, applying sound judgment in interpreting and adhering to relevant laws, regulations, and policies. • Proactively assess complex client needs and provide consultative support, offering strategic insights to enhance the client experience. • Ensure strict compliance with HIPAA and other regulatory guidelines, maintaining confidentiality in all client interactions and documentation processes. • Maintain accurate records of client interactions, documenting resolutions and tracking follow-ups as required to meet company standards for quality and reporting.

Description Come meet Datarails! We're a small (~310 employees globally) FP&A platform designed to streamline and automate data consolidation, reporting, and planning while allowing finance teams to continue using their own Excel spreadsheets and financial models. Datarails integrates with the most popular accounting software, ERPs, and CRMs to build a single source of truth, reduce risk, make informed decisions, and ensure stakeholders have the most reliable data at their fingertips! We are hiring a Renewal Manager to build and own the renewal function at Datarails. This is a 0→1 role, meaning this person will not only execute renewals but also define, operationalize, and continuously improve the renewal motion. The primary goal is to protect and grow recurring revenue, with a strong focus on improving Net Dollar Retention (NDR). This position is 100% remote-based anywhere in the United States or Canada. No sponsorship or relocation assistance is available. Must-Have Experience - Direct renewal management experience (not just AM/CS exposure) - Experience in a B2B SaaS / tech company - Experience managing mid-market or enterprise renewal cycles - Proven track record of: - Owning renewal pipelines - Running commercial negotiations - Closing renewals on time Core Competencies 1. Exceptional Organization & Operational Rigor - Highly structured in managing pipelines, timelines, and stakeholders - Strong CRM discipline (ideally Salesforce) - Can independently manage high-volume, deadline-driven workflows - Detail-oriented without losing sight of business impact 👉 This role requires someone who can build order out of ambiguity 2. Strong Negotiation Skills - Comfortable owning commercial conversations with customers - Able to balance customer satisfaction with revenue protection - Experience handling: - Pricing adjustments - Contract terms - Multi-stakeholder negotiations 👉 This is not a passive role — they must confidently own the number 3. High Agency & Ownership - Self-starter who does not wait for direction - Takes full responsibility for outcomes (not just tasks) - Proactively identifies risks and solves problems early - Comfortable operating in an environment with limited structure 👉 We need someone who will build the playbook, not follow one 4. Builder Mentality (0→1 Mindset) - Experience improving or creating processes (not just executing them) - Thinks in terms of systems, scalability, and efficiency - Identifies gaps and implements solutions across: - Renewal workflows - Forecasting accuracy - Cross-functional alignment 👉 This person should leave the function significantly better than they found it 5. Strong Cross-Functional Collaboration - Works effectively with: - Customer Success Managers (CSMs) - Account Managers (AMs) - RevOps, Finance, Legal - Can influence without authority - Aligns teams around retention and revenue outcomes What Success Looks Like (6–12 Months) - The renewal process is clearly defined, documented, and scalable - On-time renewal rate is consistently high - Improved forecast accuracy and pipeline visibility - Reduction in last-minute renewals and fire drills - Measurable improvement in: - Gross Revenue Retention (GRR) - Net Dollar Retention (NDR) - Strong partnership model established with AMs and CSMs What We Offer - Base compensation - The target base salary range will be between $100-120k USD per year, based on multiple factors including prior experience, skills, and location. We are open to candidates with varying levels of experience. - Meaningful equity - US: 401(k) plan with up to 4% match - Canada: 4% RRSP contributions - US: Top-of-the-line healthcare (medical, vision, and dental), with 100% paid coverage for employees + generous coverage for dependents - Canada: Extended healthcare coverage - Parental leave - Flexible PTO + 12 paid company holidays - Life insurance And more! We want to make sure everyone has an equal chance to participate and make a difference. Datarails is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. Datarails’ policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

About the Position Effortless Travel Solution is looking for a Travel Experience Specialist (Luxury & Leisure) to support clients in planning and managing exceptional travel experiences. This fully remote role focuses on delivering high-quality service, personalized support, and smooth coordination for clients before, during, and after their trips. You will work closely with clients to ensure their travel needs are handled with professionalism, attention to detail, and a commitment to excellence—while working from the comfort of your home. What You’ll Do Provide responsive and professional customer support via phone, email, and online messaging Assist clients with leisure and luxury travel reservations, itinerary updates, and special accommodations Communicate essential travel details, documentation requirements, and agency guidelines Monitor bookings to ensure accuracy and follow up to confirm client satisfaction Resolve client questions or concerns with care and a solutions-focused mindset Maintain organized records and update internal systems as needed What We’re Looking For - Strong communication and interpersonal skills - Customer service experience in travel, hospitality, or a related field preferred - Ability to work independently in a remote environment - High level of organization and attention to detail - Comfortable using digital tools, booking platforms, and communication software - Passion for travel and creating positive client experiences Why Join Us - Fully remote position (work from anywhere within approved locations) - Flexible work schedule options - Career development and advancement opportunities - Travel-related perks and industry discounts - Collaborative and supportive team culture with training provided Equal Opportunity Employer Effortless Travel Solution is proud to be an equal opportunity employer and welcomes applicants from diverse backgrounds. -

• Serve as the single-threaded owner for a major, enterprise customer relationship • Develop and execute a multi-year account strategy that drives employee engagement, ROI, retention, and expansion • Build and sustain trusted relationships across all levels of a large organization, including senior and executive stakeholders • Act as a strategic advisor, challenging customer thinking and influencing decisions through insights, storytelling, and data • Proactively manage and improve customer health, ensuring Brightside meets or exceeds engagement goals and contractual commitments • Lead renewal and expansion efforts, grounded in data and demonstrated value and outcomes • Translate customer feedback into clear, actionable insights that shape Brightside’s product roadmap, services, and go-to-market strategy • Identify and deliver creative, consultative solutions to complex workforce financial health challenges • Serve as a subject matter expert on Brightside’s platform, services, and best practices • Navigate the complexity of large, multi-stakeholder accounts across different stages of maturity and adoption • Help define and evolve Customer Success strategy, playbooks, and standards across the organization • Mentor and influence other Customer Success leaders, setting the bar for strategic account excellence