This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description At GreenPath, we believe in empowering people to lead financially healthy lives. As a Client Success Specialist (CSS), you’ll be the heart of our mission—supporting clients enrolled in our Debt Management Program and helping them achieve their financial goals. If you're eager to grow your financial knowledge - like learning how to calculate percentages, understand credit reporting, and review real-life financial documents - this role is for you. You’ll thrive in a swift, multi-channel call center environment where empathy, innovation, and teamwork are key. If you’re passionate about delivering exceptional service and making a real difference, we want to hear from you! What You’ll Do - Provide top-tier support via phone to clients on our Debt Management Program. - Taking back-to-back calls in a call center environment. - Support client accounts and ensure seamless account management. - Manage proposals, payments, deposits, and creditor communications. - Proactively review client accounts to identify and resolve issues. - Maintain accurate records and ensure compliance with state regulations. - Collaborate across departments to ensure seamless client experience. - Encourage and motivate clients throughout their financial journey. Qualifications - 2–3 years of customer service experience (call center preferred). - Associate’s degree preferred; Bachelor’s degree may substitute for experience. - A strong sense of professionalism is essential when supporting clients through sensitive financial situations. - Strong communication skills—empathetic, professional, and clear. - Tech-savvy with experience in Windows-based systems and CRM tools. - Comfort with numbers and basic financial calculations, including reviewing credit card statements, due dates, and payment schedules. - Bilingual (English/Spanish) a plus! Requirements - A private, enclosed room with a door. - Hard‑wired internet connection (ethernet required) and standard broadband internet. - Security camera in addition to standard computer setup. - Home environment must support productivity; remote work is not a replacement for caregiving. - Internet Requirements- Standard Broadband Internet: - 200 Mbps minimum for a single‑person residence. - 400 Mbps minimum for residences with 2+ people. Benefits - A mission‑driven organization with over 60 years of impact in financial wellness. - A culture rooted in Integrity, Quality, and Teamwork. - Growth and development opportunities. - Supportive, inclusive, and collaborative work environment. - Competitive compensation and benefits. Additional Details - Monday - Friday work schedule. - Hours are typically 8 am - 5 pm or 9 am - 6 pm. One late night shift is required each week. The late night shift is typically 10 AM - 7 PM or 11 AM - 8 PM. - Must be comfortable working in a structured, performance-driven environment. Training - Begins April 27th, 2026. - Mandatory, full‑time for three weeks. Typically training is from 10 AM - 7 PM EASTERN Time. - After training, you transition into your regular schedule. Ready to Support Clients on Their Path to Financial Wellness? Apply today and become part of a team committed to making a difference; one call at a time.

• Act as a trusted advisor for assigned customer accounts and main touchpoint with various Platform Science customers throughout the post-sales customer lifecycle. • Responsible for implementation support and long-term account management working across multiple customer teams and with Platform Science Sales, Product Management, Support, and Executive Leadership. • Facilitate Business Reviews (BR’s) with your customers • Own the Sr. Mgmt. level relationships at each assigned customer account • Drive customer adoption of Platform Science solutions while ensuring long-term retention • Work with internal teams sharing customer experiences to help drive product roadmaps • Strong verbal and written communication skills including strong technical skills with experience documenting requirements, issues and outcomes • Mentor and train our top customers with a deep desire to help them reach their business goals • Monitor and identify customer health and utilization trends, provide recommendations based on risk and customers’ business needs • Identify renewal risk and collaborate with internal teams to remediate and ensure successful renewal • Effectively manage multiple projects and deadlines at the same time • Communicate new solutions and innovation roadmap during Business Reviews with your customers • Increase recurring revenue from your customers (applications, added subscriptions, etc)

Location: Full-Time Remote Position. MissionBrandBastion is a leading AI-powered solution for social media engagement and brand protection. Our AI isn’t new, it has been built, tested, and refined over a decade to ensure unmatched precision and scalability. As a Customer Success Manager, your role is to ensure our clients maximize the power of our AI-first, tech-driven platform to protect their brand, engage with audiences in real time, and scale their social strategy efficiently. You’ll act as a strategic partner to help clients unlock measurable business impact from their social presence.****Our success is measured by how much we help our clients win, whether that’s reducing churn, increasing efficiency, or driving growth through social engagement. What You’ll Do - Serve as a trusted advisor to global brands, aligning BrandBastion’s AI-powered solutions with their social engagement and brand protection goals. - Drive renewals, upsells, and expansions by demonstrating the impact of AI-driven automation on customer engagement, brand safety, and efficiency. - Collaborate with AI specialists to fine-tune models based on client-specific needs, industry trends, and evolving communication styles. - Analyze performance data and translate insights into strategic recommendations that optimize moderation, engagement, and real-time execution. - Retention Focus: Implement strategies to prevent churn and ensure long-term client retention, focusing on building strong, lasting relationships. - Feedback Loop: Act as the voice of the customer within the company, relaying feedback to the product, marketing, and sales teams to help shape the product roadmap and improve customer satisfaction. - Customer Advocacy: Identify and develop customer advocates who can provide testimonials, case studies, or references.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Client Success Manager (CSM) at Finalsite is a strategic, post-sale partner responsible for managing a portfolio of named independent school client accounts. This experienced, relationship-driven role is accountable for the overall health and success of their assigned book of business, focusing on retention, growth, referenceability, and client advocacy. The CSM drives long-term value by understanding each client's unique goals, ensuring product adoption, providing proactive engagement and tailored guidance, and acting as the voice of the client internally across the Finalsite organization. Responsibilities - Strategic Client Partnership: Serve as a consultative advisor to assigned clients, maintaining a deep understanding of their organizational structure (K–12 independent, charter, etc.) and strategic goals. - Account Ownership & Retention: Own the net revenue retention for the assigned BoB. Manage all aspects of the renewal process through proactive relationship-building and clear articulation of the platform's value. - Value and Adoption Driver: Understand the value of Finalsite’s platform and services, driving product adoption and showcasing outcomes that reinforce client investment and loyalty. - Sales: Proactively drive product adoption and identify & execute on upsell opportunities. - Risk Management: Monitor client engagement and satisfaction through tools like health scores, CSAT/NPS surveys, usage data, and referenceability metrics. Proactively mitigate churn risks with strategic intervention. - Client Advocacy: Act as the unwavering internal advocate for your clients, coordinating across teams to remove any roadblocks—whether technical, commercial, or operational. - Process Excellence: Maintain data integrity by completing all assigned tasks in Finalsite’s Client Success Platform (Totango), SalesForce and adhering to all internal Client Success team Standard Operating Procedures (SOPs). Consistently execute and log all required engagement activities to ensure proactive and timely support for the client portfolio. Qualifications - At least 3-5 years of experience in client success, support, sales, implementation, or a related function, preferably in a SaaS or education-focused environment. - Excellent communication and interpersonal skills; empathetic, consultative, and confident in negotiation and conflict resolution scenarios. - Highly organized and detail-oriented; capable of managing a portfolio of accounts with varying needs and timelines. - Strong multitasking ability in a fast-paced environment, with the agility to shift priorities as needed. - Ability to work independently while also contributing to a highly collaborative team culture. - Bachelor’s degree or equivalent experience. - A passion for K–12 education and commitment to Finalsite’s mission. Residency Requirement Finalsite offers 100% fully remote employment opportunities, however, these opportunities are limited to permanent residents of the United States. Current residency, as well as continued residency, within the United States is required to obtain (and retain) employment with Finalsite. Disclosures Finalsite is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. EEO is the Law. If you have a disability or special need that requires accommodation, please contact Finalsite's People Operations Team. Finalsite is committed to the full inclusion of all qualified individuals. As part of this commitment, Finalsite will ensure that persons with disabilities or special needs are provided a reasonable accommodation. Ensure your Finalsite job offer is legitimate and don't fall victim to fraud. Ask your recruiter for a phone call or other type of verbal communication and ensure all email correspondence is from a finalsite.com email address. For added security, where possible, apply through our company website at finalsite.com/jobs.