• Own and continuously optimize the full client lifecycle, from onboarding through long-term partnership, renewal, and expansion. • Design and lead structured onboarding programs that drive rapid adoption, clear value realization, and high client satisfaction. • Build and maintain trusted, executive-level relationships with law firm leadership and key stakeholders. • Leverage client data and performance metrics to identify trends, risks, and opportunities to improve retention and outcomes. • Establish clear success metrics, feedback loops, and reporting frameworks to continuously improve the client experience. • Build, lead, and mentor a high-performing Client Success organization, including managers and specialists. • Foster a culture of accountability, collaboration, and excellence aligned with company values. • Recruit, train, and develop top-tier talent to support growth and scalability. • Develop and implement scalable systems, processes, and policies that drive operational efficiency and consistency. • Partner with executive leadership to define and execute the company’s client success strategy and long-term objectives. • Analyze performance data to inform strategic decisions, continuous improvement, and growth initiatives. • Manage budgets and resources responsibly, ensuring profitability and operational discipline. • Partner closely with Sales to support renewals, expansion opportunities, and revenue growth. • Ensure strong post-sale execution to support sales targets and client expectations. • Collaborate with Product, Operations, and Leadership teams to align client needs with company strategy and roadmap. • Lead and operate in full alignment with Stafi’s core values: **be reliable, work hard, have fun, care deeply, be passionate, take initiative, collaborate, and demonstrate loyalty.**

• Cultivate and nurture strong relationships with distributors and installers • Guide and support partners through their sales cycles • Ensure the seamless and timely delivery of innovative solutions • Design and execute comprehensive training programs for partners • Collaborate on strategic sales and marketing initiatives • Champion the voice of the customer, addressing challenges proactively • Actively identify new sales prospects and follow up on leads

• Represent the voice of the customers and be part of the product development roadmap. • Build CS working processes, suggest innovative solutions and look for service improvement opportunities. • Be the point of contact for our customers on all media channels. • Prioritize open issues, and ensure technical and service-related issues are handled quickly and appropriately. • Build onboarding and training processes, and data knowledge centers. • Support a team of CS representatives (Students). • Study & implement new tools.

• Develop deep product knowledge to map features to business outcomes and communicate roadmap insights • Apply industry expertise to address customer challenges and position solutions against competitive offerings • Analyze product usage data to identify patterns, calculate ROI, and quantify multiple value streams • Manage technical integration understanding and basic troubleshooting • Create and maintain detailed customer-facing documentation and resources • Lead renewal conversations and secure commitments, identifying upsell triggers and expansion opportunities • Create commercial solutions tailored to evolving customer needs • Build multi-threaded customer relationships to penetrate accounts strategically and develop new use cases over time • Collaborate with sales on handoffs and joint strategies for account growth • Manage a portfolio of customers throughout their journey, understanding their unique needs and tailoring interactions to align customer goals with company objectives • Implement scalable customer success workflows and operational excellence • Proactively monitor customer health metrics to identify and mitigate risks • Conduct strategic business reviews and success planning sessions • Build success plans that ensure customers fully realize the value of the partnership • Advocate for customers by providing product feedback to internal teams • Build trust with key stakeholders through executive-level interactions • Communicate clearly and concisely in both written and verbal formats, managing conflict resolution and navigating difficult conversations effectively • Demonstrate critical thinking and develop creative solutions • Guide customers through organizational change and address resistance • Make autonomous decisions while knowing when to escalate appropriately • Build strong working relationships with Product, Marketing, Support, and Sales teams to align customer success initiatives with broader company goals • Actively share customer feedback and insights with relevant teams to inform product development and marketing strategies • Identify operational friction in day-to-day work and propose practical improvements with supporting context • Participate in team pilots, process updates, or change initiatives, providing thoughtful feedback based on direct customer impact • Create reusable frameworks, templates, and playbooks that benefit the broader team