What We Do We help Financial Professionals build and grow their business in a variety of different ways. With over 40,000 clients benefiting from our innovative solutions, we are dedicated to transforming their marketing efforts into growth engines. FMG is the leading all-in-one digital marketing platform empowering financial advisors, insurance agents, and enterprises with scalable and compliant marketing solutions designed to drive organic growth. Consistently ranked #1 in market share and customer satisfaction in the T3 Software Survey Report, FMG helps clients stay ahead of evolving trends and effectively implement marketing best practices. Through an intuitive, centralized platform, FMG enables users to efficiently manage websites, email, texting, social media, events, blogs, videos, and more—all in one place. About Our Culture At FMG, we have crafted an extraordinary work environment that perfectly balances hard work with an incredible team spirit. Since our inception over a decade ago, we've grown into a thriving community of 450+ dedicated employees spread across the globe. Our fast-paced, results-driven culture is matched by our commitment to maintaining a healthy work/life balance, ensuring that our team members feel fulfilled both personally and professionally. Collaboration and open, thoughtful communication are at the heart of what we do. Our mission is to invest in motivated, successful individuals, supporting them as they excel both inside and outside of the workplace. We're building a winning team of A+ players, and we invite you to be a part of this amazing journey. At FMG, you'll find an environment that champions growth, celebrates achievements, and fosters a sense of belonging. Join us, and let's create something extraordinary together! Our Employee Benefits At FMG, we’re serious about being an awesome place to work! We’ve earned the USA Top Workplace award four years running now, and we’re always looking for ways to keep things great—like regularly checking in on our benefits and pay to make sure you’re getting a truly competitive package. - Enjoy a generous paid holiday schedule, including a full week off for our Winter Holiday Shutdown. - Our comprehensive paid time off policies cover vacation, sick days, parental leave, and bereavement leave. - Our robust insurance plan includes: - Medical with $0 co-pay Telehealth plan - Dental - Vision - Health Savings Account (HSA) with generous employer contributions - Flexible Spending Accounts (FSA) - Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage - Company-paid Short & Long Term Disability coverage - Company-paid Employee Assistance Program (EAP) - Matching 401(k) with immediate full vesting - On Demand Pay - allows access to a portion of your earned wages prior to the payday with same day deposit - Internet & Gym Reimbursement! - We’ll provide you with the work computer equipment you need to set you up for success! - Our Employee Events Committee and managers are always planning a mix of fun in-person and virtual events to keep us all connected—plus we also love to throw in some FMG swag, so you can show off your company spirit in style! About the Role An Enterprise Customer Success Manager (ECSM) is a senior-level advisor managing high-value, complex, or strategic accounts to drive product adoption, retention, and revenue expansion. They serve as the primary contact, fostering C-suite relationships, conducting Quarterly Business Reviews (QBRs), and ensuring ROI. ECSMs also bridge technical implementation with business outcomes, handling escalations and acting as the internal "voice of the customer". Compensation This position offers between $100,000-$125,000 (depending on experience & qualifications). Enterprise Customer Success Manager's can also receive a yearly bonus as long as performance metrics are met. Primary Responsibilities & Expectations - Strategic Relationship Management: Build and maintain deep relationships with stakeholders, including executive leadership (C-suite), to align company goals with the client’s business strategy. - Retention and Growth: Partner with sales to drive renewals, minimize churn, and identify opportunities for upsells, cross-sells, or new product adoption. - Product Adoption & ROI: Drive deep product usage through onboarding, training, and regular "health checks," ensuring measurable value is delivered to the client. - Strategic Reviews: Conduct Quarterly Business Reviews (QBRs) and executive check-ins to demonstrate impact and align on future goals. - Advocacy & Feedback: Serve as the internal voice of the customer, providing feedback to Product and Engineering teams to influence the product roadmap. - Cross-functional Collaboration: Work with Sales (AEs) for renewals/growth, and Support/Technical teams for technical issues and implementations. - Access to a private & secure workspace, free from distractions - Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor - An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps) Skills and Qualifications - Experience: 8+ years in a customer-facing role (CSM, Account Management, Consulting) handling large enterprise clients. - Domain Expertise: Strong understanding of financial services SaaS (e.g., wealth & asset management, SaaS, cloud, analytics) and technical proficiency with enterprise software. - Communication: Exceptional executive-level communication, presentation, and negotiation skills. - Project Management: Proven ability to manage complex, long-term, multi-stakeholder projects. - Data Analysis: Ability to analyze usage data, identify trends, and derive actionable insights to improve customer health. At FMG, we believe in the wholehearted acceptance of each other regardless of our differences. We strive to foster an environment that allows everyone to contribute to our mission in their unique ways. With the belief that diversity propels innovation, we are continually finding ways to cultivate a commitment to inclusion in our employees, services, and products, as well as in the communities in which we live and work. We are proud to be an equal opportunity employer committed to providing employment opportunities regardless of sex, race, creed, color, gender, religion, marital status, domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, pregnancy, military or veteran status, and genetic information. If you require accommodation to complete the application or interview process, please contact peopleteam@fmgsuite.com. You can find out more about what it’s like to work at FMG, by visiting https://fmgsuite.com/about-us/

Workiva Customer Success Managers (CSM) are a critical part of our customer-facing team. CSMs serve as the primary point of contact for customers, managing the entire customer lifecycle by focusing on business outcomes; and identifying opportunities for growth within their named accounts post-sale. As a CSM, your primary mission will be to maximize our customers return on investment (ROI) in the Workiva Platform. You will develop and maintain close relationships with management, product adoption sponsors, and/or key stakeholders throughout the customer lifecycle. You will work closely with Workiva’s Services team, Support team, Marketing team, and Sales team to drive adoption by ensuring customers are effectively onboarded, trained, and supported throughout the customer journey. What You’ll Do - Drive customer adoption of Workiva solutions - Ensure continuous ROI to your customers - Consult on best practices, workflows, and management business reviews - Develop multi-purpose relationships throughout customer organizations - Identify risks within named accounts & take appropriate actions to manage and/or escalate to an efficient resolution - Ensure all customers are continuously working toward key milestones of the Customer Journey using customer-facing Success Plans - Advocate for customers internally by providing continuous feedback to Workiva’s Sales, Services, Marketing, Product, & Engineering teams - Work with Sales to understand the details of upcoming renewals - Teach customers how to use the Workiva Platform - Use customer management tools to track customer communication, issues, and metrics What You'll Need Minimum Qualifications - Undergraduate degree or equivalent combination of experience and education in a related field; an advanced degree may be considered in lieu of professional experience - 2 years of related experience (Customer Success, Customer Service, Account Management or Sales) Preferred Qualifications - Experience supporting a SaaS application preferred - Deep commitment to customer success - not just satisfaction - Ability to understand complex problems and explain the source of those problems simply - Strong communication and presentation skills with a high level of comfort in delivering consultative recommendations - Self-starter with strong time management and prioritization skills Travel Requirements & Working Conditions - Willingness to travel up to 10% for team and corporate meetings, fostering relationships and representing company interests - Reliable internet access for any period of time working remotely, as we embrace flexible work arrangements How You’ll Be Rewarded ✅ Salary range in the US: $57,000.00 - $91,000.00✅ A discretionary bonus typically paid annually ✅ Restricted Stock Units granted at time of hire ✅ 401(k) match and comprehensive employee benefits package The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors. Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other protected characteristic. Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email talentacquisition@workiva.com. Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards. Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment. #LI-JW1

Come join the company that is reinventing cloud security and empowering businesses to thrive in the cloud. As the fastest-growing startup ever, Wiz is on a mission to help organizations secure cloud environments that will accelerate their businesses. Trusted by security teams all over the world, we have a proven track record of success and a culture that values world-class talent. Our Wizards from over 20 countries work together to protect the infrastructure of our hundreds of customers, including over 50% of the Fortune 100, who trust us to scan and secure over 230 billion files daily. We’re the leading player in a massive and growing market, but it’s still early enough for you to make a significant impact. At Wiz, you’ll have the freedom to think creatively, dream big, and use your full range of skills to contribute to our record growth. Come join our team and help us create secure cloud environments that allow the best companies to move faster. Summary: The vision of the Customer Experience team is to engage with strategic customers to deliver business value and help drive revenue growth. Customer Experience Managers (CEM) connect Wiz value to top customer initiatives, increase adoption, and outpace the competition. Your role will be to collaboratively steer the world's largest and most intricate high-tech, cloud-based enterprise software customers through their multi-year journey to the cloud with a primary focus on ensuring robust cloud security practices and extending the value of Wiz. This position requires a thought leader who can act as a trusted customer advisor, ensuring seamless collaboration across Wiz teams to deliver transformational outcomes with a paramount emphasis on cloud security. Location: Candidates must be located in the Central United States. What You’ll Do: Strategic Project Ownership: - Take ownership of diverse projects and initiatives with a primary focus on cloud security, collaborating with core account groups (Sales, Support, Success), product/engineering teams, and customer teams. - Interface and influence key stakeholders, ensuring effective communication and collaboration throughout the project lifecycle, particularly emphasizing security best practices. Customer Engagement and Advocacy for Cloud Security: - Establish a deep understanding of the customer’s business vision, culture, and processes with a keen focus on cloud security requirements. - Build and grow strong relationships across the org from the day-to-day technicians to the CISO level. - Evangelize Wiz value, influencing customers to adopt the right secure solutions at the right time. - Ensure the guidance from Wiz (documents, support, TAM, product team, etc) is understood and executed by the customer, while advocating internally at Wiz on behalf of customers to ensure their security needs are met. Program Transformation: - Leverage your communication skills and extensive PM experience with large-scale transformations to guide customers post onboarding through their stages of Wiz adoption with a strong emphasis on implementing and maintaining robust cloud security practices. - Innovatively solve customer security challenges through the introduction of new ideas, tools, and mechanisms while overcoming any political blockers internal to the customer. Strategic Opportunity Identification and Value Enumeration: - Collaborate with the Customer Account team to identify and pursue strategic cloud opportunities, specifically those related to cloud security enhancements by deepening product use or expanding to new business units. - Provide support through TCO analysis and business case assessments, ensuring alignment with customer security objectives. - Understand tool ecosystem and provide options for tool consolidation and deepen Wiz value. Day-to-Day Operations - Ensuring Cloud Security Best Practices: - Accelerate the customer’s cloud security adoption journey with a specific focus on defining key milestones, removing blockers, and implementing processes to ensure secure workload migrations. - Drive customer enablement by defining a comprehensive training strategy to upskill technical and non-technical roles across the customer's organization with a strong emphasis on cloud security awareness. - Implement effective governance structures to govern the partnership with the customer, placing a high priority on the security aspects of the partnership and the customer’s adoption of Wiz. What You’ll Bring - 6+ years of experience as a CSM, AE, or other customer facing strategic role. - Proven track record of working with Fortune 100 customers with cloud-based technology. - Experience managing strategic customers, with an entrepreneurial mindset to problem solve and provide effective solutions for complex engagements. - Excellent communication and interpersonal skills, with the ability to effectively engage with stakeholders at all levels of an organization. - Deep understanding of Security SaaS offerings and pricing models and ability to learn Wiz's offerings and pricing with agility. Benefits Wiz offers a competitive package of benefits and programs to support you and your family. Below provides a description of our current benefits for employees in the US. Specific benefits may vary by location. Health & Welfare Benefits - Medical, dental and vision insurance - Home Office Setup reimbursement - Flexible Spending Accounts - Monthly Connectivity reimbursement - Employee Assistance Program (EAP) Financial Benefits - Short- and Long-term Disability Insurance - Life & Accident Insurance - 401(k) Retirement Savings Plan (with employer match) Time Off - Flexible paid time off + 11 paid holidays - Paid leave programs, including parental, pregnancy health, medical and bereavement leave Compensation Starting compensation will be determined based on various factors, including but not limited to, the candidate's job-related experience, skills and geographic location. Your Talent Partner can share more about the specific salary range during the hiring process. This role is eligible to participate in Wiz’s equity plan and may also include incentive compensation. The annual base salary range for this full-time position is listed below. US Base Pay Range $136,800—$152,000 USD Applicants must have the legal right to work in the country where the position is based, without the need for visa sponsorship. This role does not offer visa sponsorship. Wiz is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. By submitting your application, you acknowledge that Wiz will process your personal data in accordance with Wiz's Privacy Policy.

Cordance is dedicated to accelerating the growth of vertically focused business-to-business (B2B) software-as-a-service (SaaS) companies through acquisition and long-term tactical and financial guidance. We’re experienced operators and subject-matter experts with a passion for software and building businesses. We partner with founders to help them scale their businesses and realize their companies’ full potential. We look for businesses with strong leadership and high potential for profitable growth, and work together to increase year-over-year revenue, company efficiency, and impact. Cordance envisions that all companies we work with achieve their full potential. We embrace what makes each company great and build on those foundations. We believe in elevating a company as it scales, delivering dignity to the organization and its employees, and sharing a passion for building a legacy. Position Overview As a Customer Success Manager (CSM) at Cordance, you’ll serve as a trusted partner to a defined portfolio of customers, focusing on expansion, price increase, and renewal initiatives. You’ll play a vital role in driving Gross Revenue Retention (GRR) and Net Revenue Retention (NRR) by ensuring customers continue to see measurable value, adopt best practices, and strengthen their long-term partnership with Cordance. This role is part of our Expansion, Price Increase, and Renewals track that is dedicated to deepening customer relationships, supporting value realization, and executing seamless, data-informed renewal processes. You’ll also collaborate with Account Management and Sales teams to identify upsell or cross-sell opportunities that align with customer goals and overall account strategy. The ideal candidate is proactive, customer-focused, and eager to build a career in Customer Success, contributing directly to Cordance’s long-term customer and revenue growth. Key Responsibilities - Manage a portfolio of small to mid-sized accounts to ensure successful adoption, engagement, and renewal. - Monitor customer health metrics to identify renewal risks early and take corrective action. - Execute renewal processes with accuracy — including timing, quotes, documentation, and alignment with customer needs. - Partner with leadership to forecast renewals and report on retention performance. - Identify and qualify potential expansion opportunities within assigned accounts. - Support standardized price increase programs, ensuring clear communication and customer alignment. - Leverage CRM and Success software to manage customer metrics, including but not limited to revenue, renewals, and expansion. - Develop and maintain Customer Success Plans with defined adoption goals and metrics. - Conduct regular check-ins and usage reviews to ensure customer engagement and satisfaction. - Address adoption barriers quickly by coordinating with internal teams such as Product, Support, and Operations. - Advocate for customer needs internally, ensuring that Cordance solutions continue to deliver value. - Maintain up-to-date documentation of customer interactions and account plans in CRM systems. - Collaborate cross-functionally with Product, Marketing, and Support to improve the overall customer experience. - Contribute to the continuous improvement of customer lifecycle processes and playbooks. Competencies - Customer Partnership: Builds strong, trust-based relationships with customers, focused on driving measurable business outcomes and long-term value realization. - Communication and Empathy: Communicates clearly, professionally, and empathetically with customers and internal teams. Listens actively and adapts messaging to different audiences. - Proactive Problem Solving: Anticipates challenges or risks before they escalate. Acts quickly to address adoption barriers or satisfaction issues, coordinating internal resources effectively. - Product and Technical Acumen: Willing to learn and understand Cordance's platform(s) deeply enough to guide best practices, troubleshoot basic issues, and translate customer needs into actionable feedback for the Product team. - Foundational AI Literacy: Demonstrates a basic understanding of AI concepts and uses AI tools to support daily customer success tasks. - Organization and Execution: Manages multiple accounts, touchpoints, and priorities with precision. Uses CRM and CS tools to maintain visibility, consistency, and accountability. - Results Orientation and Accountability: Owns customer outcomes through measures success such as customer retention, satisfaction, and achieved objectives. - Growth and Continuous Learning: Demonstrates curiosity and drive to improve skills, processes, and customer impact. Seeks feedback and applies learnings to strengthen performance. Required Qualifications - 1–3 years of experience in Customer Success, Account Management, or Professional Services in a SaaS or tech environment. - Bachelor’s degree preferred or equivalent practical experience. - Familiarity with CRM/CS tools (Salesforce, HubSpot, Gainsight, etc.). - Strong collaboration skills and eagerness to learn. Preferred Qualifications - Experience in B2B SaaS or tech, managing multiple customer accounts and driving retention and adoption. - Experience managing renewals and supporting price increase or expansion initiatives. - Prior Experience with Customer Success tools (Gainsight, ChurnZero, Totango) and CRMs (Salesforce, HubSpot). - Strong analytical, communication, and presentation skills to translate data into customer insights. - Proven ability to collaborate cross-functionally with Product, Sales, and Support. - Understanding of key CS metrics (NRR, NPS, health scores, GRR) and lifecycle management. Please note that we do not accept unsolicited resumes, work on a Corp-to-Corp basis, or engage with non-vetted external agencies. Why Join Us? At Cordance, we believe in taking care of our team members. When you join us, you’ll enjoy a comprehensive benefits package designed to support your health, financial well-being, and work-life balance: - Health and Wellness: - Comprehensive Health Coverage: Coverage begins on your first day of employment. - Retirement Savings: - 401K Plan (US): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. Choose from pre-tax and Roth options. You’re eligible the first of the month after 90 days and immediately vested. - RRSP (CAN): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. Choose from pre-tax and Roth options. You’re eligible the first of the month after 90 days and immediately vested. - Paid Time Off: - Flexible PTO: Enjoy uncapped paid time off to balance your work and personal life. - Parental Leave: - 12 weeks paid leave for all employees. - Remote Work Support: - Monthly Stipend: Receive $75 USD / $140 CAD per month for phone and internet if you work remotely. - Holidays: - Generous Holiday Schedule: Benefit from an extensive list of holidays to recharge and spend time with loved ones. Join us and be part of a company that values your contributions and well-being from day one! EEOC & ADA Statement: Cordance and its companies provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, creed, sex, nationality, ancestry, national origin, disability status, genetics, protected veteran status, affectional or sexual orientation, gender identity or expression, marital status, or any other characteristic protected by federal, state, or local laws. Cordance and its companies comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Human Resources. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Final candidate must be able to pass a background check. To view applicant notices required under federal and state law, please visit: https://cordance.co/applicant-notices/