• Establish and maintain strong relationships with key customers, understanding their needs, goals, and challenges • Serve as the primary point of contact for customers, becoming customer’s trusted advisor and ensuring their satisfaction • Conduct Joint Success Plans, regular check-ins and business reviews with customers to assess satisfaction and identify opportunities for improvement and growth • Develop and execute comprehensive customer success strategies to drive customer engagement, retention, and growth • Identify and implement best practices for customer success, continuously improving processes and methodologies • Collaborate closely with sales, marketing, product, and support teams to align on customer success objectives and deliver a cohesive customer experience • Monitor and analyze key customer success metrics, such as customer satisfaction, retention rates, and product usage • Prepare and present regular reports on customer success performance and trends to senior management • Handle customer escalations with a sense of urgency and professionalism, working to resolve issues promptly and effectively • Coordinate with internal teams to address customer concerns and ensure timely resolution of any technical or service-related issues

• Account Ownership: Full revenue responsibility for your named accounts (upsell, cross-sell, expansion). • Personally own operational and C-level relationships at every client. • Conduct quarterly Reviews with client leadership and Etops Executive Board members. • Identify and close six-figure upsell/cross-sell opportunities (additional users, new modules, AI add-ons, white-label solutions, API integrations). • Partner with clients on their digital roadmaps to position Etops as their strategic WealthTech platform for the next 5–10 years. • Drive platform adoption, feature usage and best-practice implementation. • Build and execute joint success plans with measurable ROI (time savings, cost reduction, higher client satisfaction scores). • Organise regular on-site power-user workshops and training sessions. • Act as the primary feedback channel from the German IFA clients into Product, Engineering and the Executive Board.

Client Success Specialist About the Role Task Buddie is seeking Client Success Specialists to join our growing team. In this role, you’ll manage relationships with new and existing clients, ensuring a successful onboarding experience while identifying opportunities for account growth and long-term retention. You’ll act as a trusted point of contact, helping clients maximize value from Task Buddie’s services while supporting revenue growth through upsells and renewals. What You’ll Do - Serve as the primary point of contact for assigned client accounts - Guide new clients through onboarding and early-stage success milestones - Build strong relationships by understanding client goals, needs, and challenges - Identify opportunities for account expansion, upgrades, and additional services - Conduct regular check-ins and follow-ups to maintain engagement and satisfaction - Track client activity, conversations, and growth opportunities in CRM systems What You Bring - Experience in client success, account management or sales roles preferred but not required - Strong communication, relationship-building, and problem-solving skills - A consultative, sales-minded approach focused on long-term client value - Highly organized with the ability to manage multiple client relationships What You’ll Get - Competitive base salary plus performance-based bonuses and incentives - Comprehensive benefits including medical, dental, vision, 401k, and paid time off - Full training and ongoing coaching to support your success - A collaborative, growth-focused culture where your impact is visible and rewarded

At Varicent, we’re not just transforming the Sales Performance Management (SPM) market—we’re redefining how organizations achieve revenue success. Our cutting-edge SaaS solutions empower revenue leaders globally to design smarter go-to-market strategies, maximize seller performance, and unlock untapped potential. Varicent stands at the forefront of innovation, celebrated as a market leader in the 2025 Forrester Wave Report for SPM, 2023 Ventana Research Revenue Performance Management (RPM) Value Index, Gartner Peer Insights, 2024 Gartner SPM Market Guide, and G2. Our solutions are trusted by a diverse range of global industry leaders like T-Mobile, ServiceNow, Wawanesa Bank, Shaw Industries, Moody's, Stryker and hundreds more. Here’s why you’ll thrive at Varicent: - Innovate with Purpose: Build impactful solutions for customers worldwide. - Join Excellence: Work in a diverse, collaborative, and innovative team. - Shape the Future: Lead in redefining revenue optimization. - Grow Together: Unlock your potential in a supportive environment. Join us at Varicent—where your talent and ambition meet limitless opportunities for success! PRIMARY PURPOSE We are looking for a dedicated, ambitious and self-driven Customer Success Manager (CSM), for our ever-growing Growth segment. As a Growth CSM, you will report into the Director of Customer Success and will be responsible for the renewal revenue of this Growth segment via heavy digital touch and light direct touch. We’re looking for someone who has prior experience with SaaS solutions. The CSM, Growth role will collaboratively drive adoption across the larger Customer enterprise by becoming a Subject Matter Expert in (a) specific area(s) and then create digital content around that area to be consumed by the Customer base. We expect this CSM, Growth to use various digital tools for this content creation and be experienced with some level of digital marketing. KEY RESPONSIBILITIES The Customer Success Manager, Growth role will be responsible for enabling our Customers to realize business value from their investment and support our Customers in their journeys to become advocates of Varicent – both our company and our products. Key responsibilities include: • Manage a portfolio of accounts on both a 1:1 and a 1:Many basis, connecting Varicent to our Customers through digital channels • Represent the voice of the Customer (customer advocacy) to provide input into every core product, marketing, and sales process • Identify expansion opportunities to drive value both for the Customer and for Varicent • Create value for Customers by collecting and sharing success stories and be accountable to drive high usage of Varicent products via thorough and action-oriented playbooks • Develop and leverage Varicent product expertise to support our Customers in their journeys • Leverage data collected to refine and optimize existing playbooks, as well as build out additional plays to continue to drive Customer maturity • Build and maintain relationships with the relevant stakeholders in your portfolio • Engage with your Customer early in their lifecycle from onboarding through value realization • Maintain and update the various systems used to support the 1:Many dynamic, with urgency and high attention to detail • Become a product area SME (subject matter expert) and represent that area in the creation of digital content to be consumed by the Customer base • Seek and act on manager feedback to promote growth in role KNOWLEDGE, SKILLS & EXPERIENCE • 2+ years of experience in customer success or account management in a SaaS or software company • Experience creating digital marketing content preferred (including digital marketing tools) • Passionate about the future of work, and positively impacting the working lives of people in large organizations • Team-player who has a proven track record of excelling in fast-growing environments and taking initiative above and beyond the call of duty • Ability to build trust and communicate effectively with a broad range of stakeholders: executives, administrators, technical leads, etc. • Demonstrated ability to work independently to ensure the success of your Customers and Varicent • Ability to connect the Customer’s business process to product capability • Strong interpersonal skills that establish trusted advisor relationships with clients • Strong organizational/time management skills and the ability to manage multiple projects simultaneously • Familiarity with tools commonly used in CS: Salesforce, Gong, Zoom, Excel, PPT, etc. • Adaptable mindset, able to operate effectively with change • Driven, self-motivated, enthusiastic, with a “can do” attitude • Experience negotiating contracts and managing renewals • Cultural awareness and appreciation for diversity • Bachelor’s degree with information technology/business/finance focus preferred Varicent is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you require accommodation at any time during the recruitment process please email accomodations@varicent.com Varicent is also committed to compliance with all fair employment practices regarding citizenship and immigration status. By applying for a position at Varicent and/or by using this portal, you declare and confirm that you have read and agree to our Job Applicant Privacy Notice and that the information provided by you as part of your application is true and complete and includes no misrepresentation or material omission of fact