• Build and maintain meaningful relationships, fostering trust and loyalty across customer accounts. • Serve as a main point of contact for customers, helping them navigate and leverage Cloud Range products to meet their needs. • Work with customers to establish and track measurable objectives using Cloud Range’s solutions. • Work with Cloud Range trainers to capture insights, and communicate insights and recommendations to customers, including providing comprehensive KPI results. • Coordinating and scheduling meetings and training sessions to align with established processes and procedures. • Meet or exceed retention and expansion goals. • Ensure process milestones are met for Cloud Range and its customers. • Create and maintain buying team blueprints for each customer. • Promote product value and identify upsell opportunities to expand product usage. • Partner with Sales to initiate and support the renewal process through strategic touchpoints like Executive Briefings. • Drive additional revenue through proactive account management, optimizing product adoption, and advocating for expanded product engagement. • Manage and grow the Customer Advisory Board (CAB).

• Client Onboarding - Conduct structured introduction calls to welcome new clients. • Guide clients on their next steps, community engagement, and learning resources. • Log call details in a CRM, track client status, and schedule follow-ups. • Ongoing Client Support - Conduct follow-up calls to check progress, address challenges, and set goals. • Support clients in skill development, content creation, and client acquisition. • Send relevant learning materials as needed. • Maintain accurate client records in a CRM, tracking their journey. • Collaboration & Community Engagement - Work closely with leadership and coaches to refine the client success strategy. • Process Optimization - Contribute to improving client tracking systems and processes.

• Partner with customers to define clear sustainability goals and success metrics • Build structured, actionable execution plans using Worldly tools and solutions • Drive implementation of customer programs, ensuring progress against defined milestones • Take a holistic view of customer programs, connecting multiple tools, workflows, and stakeholders • Identify gaps, risks, and opportunities, and proactively adjust plans to ensure success • Manage a portfolio of customers, ensuring strong engagement, retention, and satisfaction • Act as the primary implementation point of contact, coordinating across internal teams to support customer needs • Monitor performance against KPIs and provide ongoing guidance to improve outcomes • Lead onboarding and adoption efforts, ensuring customers are set up for long-term success • Understand customer sustainability priorities (e.g., carbon, water, compliance, social impact) • Recommend relevant Worldly tools and approaches to support those priorities • Translate sustainability data and insights into clear next steps for customers • Partner with Sales/Growth to support solution alignment for new and expanding customers • Provide feedback to Product teams based on customer needs and implementation challenges • Contribute to evolving Customer Success programs, playbooks, and best practices

• Guide customers in the enterprise-wide adoption of the Credo AI Governance Platform. • Lead account and project management through the lifecycle. • Drive platform adoption across teams and ensure customers realize long-term value. • Align platform capabilities to customer needs, support success plans, and collaborate cross-functionally to deliver meaningful outcomes.