• Driving process change and product adoption through change management, executive level relationships, project management, and training enablement • Monitoring customer health across the customer journey and taking data driven actions to influence the right behavior • Conducting Quarterly Business Reviews at an executive level to demonstrate qualitative and quantitative value • Championing and owning customer retention and partnering with Account Managers on upsells • Advocating for customer needs and educate them on adopting new features as we continue to enhance the product • Confidently working in an ambiguous environment -- we are a fast moving startup! • Collaborating internally and externally to solve pain points for your customerProviding key contributions to help grow and scale our Customer Success organization

• Build, implement, and manage dynamic, data-integrated lifecycle flows (e.g., onboarding, re-engagement, retention, upsell, win-back) within our email platform. • Plan, build, and deploy marketing campaigns ensuring alignment with marketing initiatives and business goals. • Analyze campaign results against key performance metrics (deliverability, open rate, CTR, conversion, revenue attribution) and optimize content, targeting, and timing. • Define and apply campaign segmentation and exclusion logic, leveraging data and behavioural insights to ensure the right customers receive the right content—for example, targeting only stores or regions participating in featured assortments. • Identify new channel opportunities; test creative approaches, A/B experiments, and messaging strategies. • Share insights and recommendations with the team. • Partner with marketing, product, and analytics teams to align campaigns with broader initiatives and ensure consistent messaging across channels. • Maintain best practices for email compliance (CASL, GDPR, CAN-SPAM) and proactively manage list health and deliverability. • Implement storytelling elements into communications, developing layouts, content, and messaging using insights from past campaigns, competitors, and customer engagement.

Role Description As the Defined Contributions Client Leader, you will be responsible for total service delivery for your clients. You will coordinate across the business and create client-specific implementation plans. You will keep updated with your client’s industry, their Benefits objectives and regulatory/legislative landscape and marketplace. You will be responsible for growing the talent in DC and participating in new client opportunities. Responsibilities - Leading the defined contributions client team in developing and implementing strategic plans to meet client needs and business goals. - Providing guidance and direction to the team in delivering high-quality service and support to clients. - Collaborating with internal stakeholders to ensure seamless coordination and execution of client initiatives. - Monitoring industry trends and regulatory changes to proactively address client needs and maintain compliance. - Overseeing the development and delivery of client reports, presentations, and communications. - Building and maintaining lasting client relationships through effective communication and problem-solving. Qualifications - 10+ years in DC and a variety of client experience. - Demonstrate excellent communication and interpersonal abilities, with a focus on client relationship management. - Possess exceptional leadership and team management skills, with the ability to inspire and motivate others. - Be knowledgeable about industry trends, regulations, and best practices in defined contributions. - Have a solid understanding of financial services and investment products relevant to defined contributions. - Possess a relevant background in finance, business, or a related field. Requirements - Bachelor’s degree (business context preferred) or equivalent work experience required. Benefits - Programs and plans for a healthy mind, body, wallet, and life. - Variety of health coverage options. - Wellbeing and support programs. - Retirement plans. - Vacation and sick leave. - Maternity, paternity & adoption leave. - Continuing education and training. - Several voluntary benefit options.

Role Description As the Defined Contributions Client Leader, you will be responsible for total service delivery for your clients. You will coordinate across the business and create client-specific implementation plans. You will keep updated with your client’s industry, their Benefits objectives and regulatory/legislative landscape and marketplace. You will be responsible for growing the talent in DC and participating in new client opportunities. Responsibilities - Leading the defined contributions client team in developing and implementing strategic plans to meet client needs and business goals. - Providing guidance and direction to the team in delivering high-quality service and support to clients. - Collaborating with internal stakeholders to ensure seamless coordination and execution of client initiatives. - Monitoring industry trends and regulatory changes to proactively address client needs and maintain compliance. - Overseeing the development and delivery of client reports, presentations, and communications. - Building and maintaining lasting client relationships through effective communication and problem-solving. Qualifications - 10+ years in DC and a variety of client experience. - Demonstrate excellent communication and interpersonal abilities, with a focus on client relationship management. - Possess exceptional leadership and team management skills, with the ability to inspire and motivate others. - Be knowledgeable about industry trends, regulations, and best practices in defined contributions. - Have a solid understanding of financial services and investment products relevant to defined contributions. - Possess a relevant background in finance, business, or a related field. Requirements - Bachelor’s degree (business context preferred) or equivalent work experience required. Benefits - Programs and plans for a healthy mind, body, wallet, and life. - A variety of health coverage options. - Wellbeing and support programs. - Retirement plans. - Vacation and sick leave. - Maternity, paternity & adoption leave. - Continuing education and training. - Several voluntary benefit options.