This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Vice President of Customer Experience & Operations is a newly created, hands-on leadership role established to define and execute a clear, scalable Customer Experience (CX) strategy based on customer segmentation and the post-sale customer journey. This role sits within a private equity–backed, growth-focused SaaS organization and is responsible for scaling customer operations, processes, AI usage, and people efficiently as the business grows. - Own execution and outcomes for Customer Support, Customer Success Management, and Customer Experience through direct leadership of functional leaders. - Lead and coach the Director of Operations (Support), Customer Success Team Lead, and Customer Experience Manager to drive performance, accountability, and consistency. - Define and execute a segmented customer experience and customer journey strategy across enterprise, mid-market, and SMB customers. - Design and implement AI-enabled capabilities, including chat, self-service, workflow optimization, and AI-assisted ticket handling, to scale support operations and improve customer experience. - Establish and operationalize 1-to-many customer success engagement and support models for SMB and mid-market customers. - Own the customer enablement strategy, including education programs, self-service resources, and ongoing adoption initiatives, through direct leadership of the Customer Enablement function. - Lead customer health strategy, including usage monitoring, health scoring, risk identification, and proactive engagement. - Establish operating rhythms, KPIs, dashboards, and reporting, including call and ticket review programs, to provide visibility into customer experience and team performance & effectiveness. - Identify operational gaps, inefficiencies, and risks and take direct action to resolve them. - Support growth initiatives by scaling people, processes, and systems in alignment with business objectives. - Partner cross-functionally with Product, Engineering, Sales, Account Management, Professional Services, and Onboarding to ensure seamless handoffs and a consistent post-sale experience. - Perform other duties as assigned. Qualifications - Proven experience building and operationalizing both Customer Support and Customer Success functions within a SaaS organization, with hands-on management responsibility. - Exceptional problem-solving and decision-making skills, with a strong focus on continuous improvement and operational excellence. - Demonstrated experience implementing AI to materially improve customer experience, augment ticket handling, and scale without linear headcount growth. - Builder-operator mindset with a track record of implementing Support and CSM programs, including tooling, processes, reporting, and continuous feedback loops. - Strong, practical experience in translating customer journeys into operational processes, cross-functional handoffs, and measurable improvements across the customer lifecycle. - Passionate about delivering an exceptional customer experience and driving customer success. - Strong analytical and data-driven decision-making skills with demonstrated ability to implement KPI frameworks, dashboards, and operating cadences that drive accountability and continuous improvement. - Excellent cross-functional communication and stakeholder management skills. Requirements - Bachelor’s degree in Business, Management, or related field required; Master’s degree preferred. - Ten (10+) years of experience in Customer Experience, Customer Success, or related roles, with at least five (5) years in people management; experience managing managers strongly preferred. - Demonstrated experience with customer support and customer success platforms; Zendesk and ChurnZero strongly preferred. Benefits - Full healthcare benefits, including medical, dental, and vision. - Supplemental benefits, including STD, LTD, HSA, 401k, etc. - Responsible Time Off (PTO) + Holiday Pay - Competitive Compensation + Bonus! - Excellent culture, growth opportunities, plus much more...

• Property/DF Claims management to achieve high standards of productivity, operational efficiency and alignment of organizational goals • Management of Excess Casualty Claims on as needed basis • Provide high level of technical expertise and oversight to junior staff • Examine new and existing claims, including the review of contractual wordings to prepare assessments of coverage • Evaluate actual and potential liability exposures, and recommend accurate and timely reserves • Identify exposures and claim trends which may affect the portfolios • Provide feedback on claims and trends to underwriting and stakeholders • Maintain accurate and up-to-date claim files and diary system • Draft case summary reports in connection with potential significant reserve increases • Prepare management reports and present at claims meetings • Attend external client meetings, broker and networking events as appropriate • Provide backup support to other areas as requested • Participate in special projects as required • Ensure compliance with internal corporate guidelines, processes and procedures • Other duties as required by management • Some travel as required

• Serves as the chief architect of CSC’s comprehensive fundraising strategy and team structure. • Oversee planning, execution, and scaling of a dynamic fundraising program. • Lead and mentor a team of high-performing fundraisers focused on corporate and foundation giving. • Drive innovation, analytics, and cross-functional collaboration. • Personally manage a portfolio of high-net-worth individuals and major donors.

• Responsible for the distribution of Transamerica products for a defined territory. • Develop new business and maintain existing business relationships by conducting in-person sales meetings. • Provide advisers with up-to-date information on Transamerica products and business building ideas. • Reach out to prospective advisers within market to grow Transamerica’s sales and market share. • Manage business in partnership with Internal Wholesaler. • Allocate resources provided by Transamerica Capital, Inc. • Participate in Transamerica national and summer sales conferences, bi-annual regional sales meetings, training, and sales meetings as required. • Stay compliant in accordance with Transamerica Capital, Inc. rules, policies and procedures. • Stay current on Transamerica products.