• Review and refine AI-generated outputs related to customer success, client engagement, support processes, and practical aspects of customer management • Evaluate AI responses for accuracy, practicality, and compliance with real-world requirements • Draft realistic customer scenarios based on your direct professional experience • Create scenario variations from different perspectives (e.g. customer success manager, client, support team, or stakeholder) • Identify gaps, oversights, or weak reasoning in AI-generated customer success content

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Premier Brokerage Associate, you will take inbound calls, from new and existing Empower clients, on all retail products and account types. You will have the expertise to provide exceptional service and support to clients, and be a subject matter expert with Empower’s systems and platforms. This role has an expected start date of May 04, 2026. Schedule will vary by time zone. Candidates must be available to work the following Monday - Friday schedule for their location: Eastern Time (ET): 11:30 a.m. - 8:00 p.m. Central Time (CT): 10:30 a.m. - 7:00 p.m. Mountain Time (MT): 9:30 a.m. - 6:00 p.m. What you will do - Provide exceptional service and support to Empower’s retail customers while effectively explaining concepts in an easy-to-understand manner - Assist clients with trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities in an inbound call center setting - Manage a wide array of service requests including account opening, asset movement, facilitating trades, and maintenance needs on Empower’s retail products - Deliver an efficient and responsive client experience by taking ownership, delivering accurate information and initiate proactive follow up - Demonstrate knowledge of Brokerage transaction and regulatory requirements including Corporate Actions, Exchange Rules, Suitability, and Tax Implications - Uncover leads and opportunities to hand off to the Retirement Advisor Team and drive new business opportunities What you will bring: - Active FINRA Series 7 and Series 63 required - FINRA fingerprinting required - 2+ years of customer service experience, preferably in financial services or a high-volume inbound call center environment - Knowledge of equities trading ,fixed income, and options What will set you apart: - Retail, IRA and/or 401K customer service, and past brokerage and mutual fund trading experience preferred - Strong customer service background, preferably in a high-volume inbound call center environment - Firm understanding of the diverse operational and investment needs of our customers - Knowledge of current financial markets and retirement account operations - Strong written, verbal and presentation skills - Strong technological skills and an ability to multi-task across systems - Prior remote work experience preferred #PJPW #LI-Remote ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. - Medical, dental, vision and life insurance - Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup - Tuition reimbursement up to $5,250/year - Business-casual environment that includes the option to wear jeans - Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year - Paid volunteer time — 16 hours per calendar year - Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) - Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $50,300.00 - $69,125.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 03-31-2026 Want the latest money news and views shaping how we live, work and play? 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Business Area: Professional Services Seniority Level: Mid-Senior level Job Description: At Cloudera, we empower people to transform complex data into clear and actionable insights. With as much data under management as the hyperscalers, we're the preferred data partner for the top companies in almost every industry. Powered by the relentless innovation of the open source community, Cloudera advances digital transformation for the world’s largest enterprises. Strategic Customer Success Manager’s (CSM’s) are charged with driving Success Plans through operating as a trusted advisor and customer advocate to drive successful outcomes for our highest profile customers. You will act as a direct liaison between Cloudera and the customer on their Cloudera journey, ensuring that all facets of the customer product adoption journey take place, planning, preparing and driving the execution of the plan in accordance with the customer agreed timeline. You will pull the customer above the line to enable them to fulfill success initiatives within their business. Acting as the customer’s trusted Cloudera advisor and advocate, CSMs manage a system of checks and balances between the company and the customer, understanding our customer’s needs, aligning the appropriate Cloudera resources (Engineering, Product Management, Support or Services). This will include assisting with critical escalation management to ensure their Cloudera interactions, business objectives and product adoption is a success. You are comfortable working across business, technical, and senior management in a customer facing role, and you are confident and articulate in communication with stakeholders. A key aspect to success in the role is persistence: forming a relationship of trust with the customer, anticipating issues, acting with agility and flexibility in the face of any situation that may arise. As a Customer Success Manager you will: - Exemplify strong customer facing skills and stakeholder management - Take ownership for the customer’s product adoption of Cloudera products and Success Plan - Have experience operating on-site with large enterprise customers - Liaise and facilitate with key internal and external stakeholders - Have clear and concise communication skills - Take an Ownership mentality over your customers and work - Be comfortable with program, project management - Demonstrate best practices and ability in managing stakeholder escalations to mutually agreeable outcomes - Develop & leverage reports, dashboards, and data to summarize customer engagements and statuses, both to internal audiences as well as back to your customers. - Analyze customer activity and data across the Cloudera organization, including from Sales, Support, Professional Services, & Training to identify trends, gaps, or issues from and communicating/actioning those to stakeholders (internal and external). We’re excited about you if you have: - Fluent English and Spanish Language Skills, Portuguese is a plus - Experience with large scale data platforms - Experience with software implementation and upgrade management - Strong technology background either in a technical or business capacity - Familiarity with project lifecycle management and the complexities around project delivery. - Understanding of data management concepts - Understanding of ITIL concepts - Experience with an RDBMS (Oracle, MySQL, Teradata, etc) - Understanding of networking concepts - Industry vertical experience including FSI, Telecommunications, Manufacturing or Government a plus - 5 or more years relevant experience. - Degree level of education with high attainment or equivalent experience in a related field. This role is not eligible for immigration sponsorship What you can expect from us: - Generous PTO Policy - Support work life balance with Unplugged Days - Flexible WFH Policy - Mental & Physical Wellness programs - Phone and Internet Reimbursement program - Access to Continued Career Development - Comprehensive Benefits and Competitive Packages - Paid Volunteer Time - Employee Resource Groups EEO/VEVRAA #LI-KB1 #LI-Remote

Benefits: - Flexible schedule - Paid time off - Training & development Success Accountability Manager QT Business Solutions · Full-Time, 40 hrs/week · $50,000 – $58,000/year · Hourly, Non-Exempt · Primarily Remote QT Business Solutions helps entrepreneurs get funded, get organized, and build successful businesses. We need a sharp, execution-focused leader to own team performance, client success, and operations accountability — someone who notices what's slipping before anyone else does. This is not a sales role. You win when your team performs, and every client gets to the finish line. WHAT YOU'LL OWN Client launches | Onboard every new client, assess their full needs, and route them to the right team member Team accountability | Track KPIs across all team members, coach on misses, and report to the founder weekly Client success | Manage the Client Success Assistant and ensure every client finishes in 6 weeks Deliverable tracking | Verify business plans, financial writing, and QuickBooks setup are completed on time Accounts receivable | Monitor payment milestones and make outbound collection calls when clients fall behind Events & brand | Represent QT at Metro Detroit events and vendor tables — including in place of the Founder YOU'RE A FIT IF YOU ARE ▸ 3–5 years in operations, client success, or performance management ▸ Obsessively organized — missed deadlines physically bother you ▸ Comfortable having direct accountability conversations ▸ Tech-savvy with dashboards, CRMs, and reporting tools ▸ Client-facing, confident, and able to represent a brand at events ▸ Available for Metro Detroit evening events as assigned Flexible work from home options available.