About Us Are you looking for a career that combines personal fulfillment, professional growth, and the ability to make a real impact on families’ futures? Our company provides industry-leading financial services, helping families across the nation secure their financial well-being. No prior experience? No problem! We provide full training and ongoing support to ensure your success. Since 2020, our operations have been 100% virtual, giving you a flexible and modern work environment. Requirements / Responsibilities / Rewards - Engage Virtually with Clients: Meet with clients via Zoom to understand their financial goals and provide personalized solutions. - Master Benefits Solutions: Become an expert in financial strategies to help clients make informed decisions. - Build Long-Lasting Relationships: Develop trust and loyalty through consistent communication and excellent service. - Stay Ahead of Industry Trends: Expand your knowledge to remain a top performer in financial services. - Collaborate Remotely: Work with a dynamic, energetic team where teamwork drives success. Why Join Us? - Voted #24 Happiest Company to Work For – experience a supportive and positive work culture. - Rated A+ Superior by A.M. Best – work with a financially stable, trusted organization. - Industry Leader – we have more policyholders than any other insurance company globally, providing a strong foundation for your success. What We Offer - Work from Anywhere: Flexibility to work from home and create your ideal schedule. - Comprehensive Training: Full training provided, regardless of prior experience. - Energetic Team Environment: Collaborate with a fun, motivated, and positive team. - Career Growth: Rapid advancement opportunities with unlimited potential. - Weekly Pay & Bonuses: Enjoy financial security with weekly pay plus performance-based bonuses. - Medical Reimbursement Program: Access after 90 days. - Residual Income: Earn ongoing income for your long-term efforts. - Incentive Trips: Qualify for all-expense-paid trips to exciting destinations. Your Responsibilities - Client Communication: Handle calls, respond to inquiries, and schedule appointments. - Present & Explain Products: Deliver Zoom presentations to clearly explain insurance products and benefits. - Complete Applications: Guide clients through completing insurance applications. - Ongoing Training: Participate in optional training sessions to continue growing your expertise. Who We’re Looking For - Passionate Individuals: Driven to help others and make a real difference. - Excellent Communicators: Able to explain complex information clearly and engagingly. - Motivated & Goal-Oriented: Self-starter with a strong drive to succeed. - Adaptable: Comfortable working virtually and collaborating with a remote team. Ready to make a lasting impact? If you want a fulfilling career where you can grow, succeed, and secure a bright future for yourself while helping families, apply today!

• Consultation: Understanding Merchant Needs and Goals. • Solutions: Facilitating Merchant Growth and Success. • Adoption: Push Merchant Use of Key ShipBob Features. • Risk Management: Nip Issues in the Bud. • Collaboration: Involve Key Stakeholders and Teams. • Perform: Nail Key Performance Indicators (KPIs).

Role Description Customer Success is the core differentiator between ParallelDots and its competitors — and this role sits at the heart of it. As a Senior Customer Success Manager, you will own the end-to-end post-sales experience for a portfolio of enterprise clients, managing complex AI projects with contracts running into hundreds of thousands of dollars. This role sits at the confluence of sales, product, engineering, data science, and data operations — giving you unmatched exposure to business context, technology, and client relationships. We are looking for leaders who bring ownership, initiative, and a bias for action as we head into years of strong growth. Qualifications - 2–3 years of hands-on experience as a Customer Success Manager in a B2B enterprise SaaS company, with direct client-facing and project management responsibilities. - Demonstrated ownership of renewal, retention, or expansion targets with a strong track record of results. - Background in business consultancy or client success is preferred; MBA from a top institute or equivalent startup leadership experience is a plus. Requirements - Proven ability to build, maintain, and influence relationships with executive decision-makers and multi-stakeholder organizations. - Data-driven approach to deriving insights and defining actionable strategies; strong command of Excel (mandatory) and working knowledge of SQL (preferred). - Exceptional written and verbal communication skills with the ability to navigate difficult conversations and complex scenarios with clarity and composure. - Strong understanding of customer success metrics (adoption, retention, NRR, forecast accuracy) and the ability to balance customer needs with business objectives. - High level of organization and prioritization; comfortable managing multiple complex customer journeys simultaneously in a fast-paced environment. Benefits - Drive product adoption, value realization, and measurable customer success across your portfolio. - Own renewal and expansion targets — maintaining high forecast accuracy, managing renewal pipelines, and identifying cross-sell and upsell opportunities within the existing customer base. - Proactively identify churn risks and execute structured mitigation strategies to maintain high gross and net revenue retention. - Monitor project health KPIs, customer satisfaction, license utilization, and engagement indicators; drive corrective action where needed. - Maintain accurate account data, renewal forecasts, and health scores in CRM systems. - Contribute to the continuous improvement of Customer Success playbooks, operating models, and scaled engagement processes (e.g., onboarding refreshers, feature enablement sessions). - Forecast capacity requirements and support hiring decisions for the cluster. - Manage team priorities and escalate customers to higher-touch engagement models when warranted. - Partner with Support and Product teams to resolve issues impacting customer satisfaction and renewals. Company Description Customer Success is the core differentiator between ParallelDots and its competitors — and this role sits at the heart of it.

• Make it your mission to create an exceptional Passport experience for our customers, ensuring they realize the full value of Passport and additional products • Work closely with our Head of Strategic Accounts and Vice President of Customer Success on enterprise-level account opportunities for partnership and growth that will be aligned to you. This will include being aligned with their strategy during the sales process through onboarding. • Manage the day-to-day activities for supporting our clients leveraging in-country fulfillment services from Passport • Coordinate with the larger Success organization to align growth strategies and project plans for our top performing accounts • Serve as a go-to resource for your customers needs and pain points • Travel to client sites to build relationships with key customer stakeholders • Collaborate with product and engineering to develop product enhancements and data stories to support your customers • Contribute to internal processes and workflow documents for successful customer engagement and management, and work cross-functionally within Passport to deploy them • Become an expert on the Passport product, while keeping up with industry trends and news