• Own the end‑to‑end customer success lifecycle. • Deliver role-based training sessions on Ineo Mobility Software. • Act as the primary customer advocate. • Monitor customer usage analytics and mitigate churn risks. • Identify upsell/cross-sell opportunities. • Contribute to customer journey mapping and KPI development.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description 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. Responsibilities - 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. Qualifications - 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. Benefits - 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. Call to Action 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!

• Lead, coach, and develop a high-performing Customer Success team of 9 that supports enterprise retailers using Caper’s in-store AI solutions; establish goals, operating rhythms, and career development plans. • Own executive relationships with retail Directors, VPs, and store leaders to drive adoption, expansion, and renewals; provide strategic guidance on store operations, change management, and value realization. • Orchestrate end-to-end deployments—from pilot design through nationwide scale—aligning product, engineering, sales, and field operations; define success metrics, milestones, and risk mitigation plans. • Build and refine playbooks, health scoring, and QBR/EBR cadences; forecast account health and surface voice-of-customer insights that inform product roadmaps and prioritization. • Lead resolution of complex, cross-functional escalations spanning hardware, software, and store operations; run post-mortems and implement preventative improvements. • Quantify ROI (e.g., labor savings, throughput, basket size) and present outcomes to executive stakeholders; influence multi-year commercial strategies and expansions. • Travel up to 30% for onsite store visits, pilot support, and executive meetings as needed.

• Assumes ownership of the Client Success team responsible for preserving the client relationship within the organization • Works as the head of the CS team to track overall team recurring revenue goals and quotas, churn, and software adoption to scale the organization • Institutes new processes and improvements for the CS team focused on reduction in churn, campaign initiatives, and client engagement • Serves as an escalation point for CSM’s when additional client assistance is needed • Accepts ownership of a smaller subset of accounts within the highest revenue driving client segment in the organization, serving as primary point of contact while building trust and understanding of clients’ businesses • Performs proactive client lifecycle calls to educate clients on MSI products and roadmaps to increase awareness surrounding company developments • Identifies opportunities for the CS team to expand recurring revenue through cross-selling and up-selling initiatives • Proactively monitors activity of current clients for signals that require outreach, escalation, or churn • Coordinates and manages client contract renewal process alongside Executive management team • Drives negative MRR (monthly recurring revenue) churn to maximize the lifetime value of a client • Attends internal trainings on new offerings to maintain knowledge of current product offerings • Acts as the lead within the company alongside Product on beta projects for clients to ensure feedback is recorded and tracked for future product improvement • Proactively finds ways to improve themselves and department while representing the Client Success team to the rest of the company • Works with Executive leadership to monitor KPI’s and pinpoint areas for improvement or updating • Coordinates and distributes new hire training agenda and processes