**What You’ll Do** - Build and maintain long-term relationships with key customer executives, product owners, and others, within a geographic territory - Coordinate, develop, and deliver quarterly business reviews to customers to show progress, value, and growth potential - Maintain a positive geographic territory net revenue retention - Act as the SME on the PatientIQ platform and help our customers leverage our internally developed resources, best practices, and processes to achieve their goals - Work cross-functionally with the implementations team, as well as product and engineering teams to continuously provide feedback on customer needs to inform the future product roadmap and development strategy - Maintain and regularly update the PatientIQ product documentation and internal wikis - Mentor Customer Success Analysts for your geography in order to support clients effectively - Support PatientIQ sales operations and help identify areas where we can grow our offerings and solve new customer problems - Support and facilitate customer renewals, amendments and new product opportunities in coordination with the sales team

WHO WE ARE Zeta Global (NYSE: ZETA) is the AI-Powered Marketing Cloud that leverages advanced artificial intelligence (AI) and trillions of consumer signals to make it easier for marketers to acquire, grow, and retain customers more efficiently. Through the Zeta Marketing Platform (ZMP), our vision is to make sophisticated marketing simple by unifying identity, intelligence, and omnichannel activation into a single platform – powered by one of the industry’s largest proprietary databases and AI. Our enterprise customers across multiple verticals are empowered to personalize experiences with consumers at an individual level across every channel, delivering better results for marketing programs. Zeta was founded in 2007 by David A. Steinberg and John Sculley and is headquartered in New York City with offices around the world. To learn more, go to www.zetaglobal.com. THE ROLE We are looking for a results-oriented Senior Customer Success Manager, who is passionate about being a strategic partner to our clients. This role is responsible for developing and maintaining strong relationships with key accounts, serving as the expert to drive program success, improve customer adoption, and identify growth opportunities. As the primary point of contact for your accounts, you will oversee all aspects of client engagements across a variety of services, ensuring client goals are met while proactively addressing inquiries, goals, and expectations. You will collaborate closely with Operations, Strategy, and Analytics partners to reduce churn, secure upsells, and drive measurable ROI for our clients. Additionally, you will lead strategic conversations, including performance reviews (QBRs), and provide insights that enhance long-term client success. This role requires a proactive, strategic thinker who can work both autonomously and collaboratively in a fast-paced environment. The Senior Client Success Manager will play a key role in shaping the client experience at Zeta. RESPONSIBILITIES - Own and maintain strong relationships with strategic accounts, ensuring client success through up-sells, cross-sells, renewals, and overall account growth. - Partner with Customer Success leadership to manage and scale accounts, ensuring long-term growth and performance optimization - Serve as the main point of contact for client communications, program management, and strategic recommendations, ensuring seamless customer experience. - Develop and manage a client roadmap outlining major milestones, testing initiatives, and opportunities for expansion. - Apply knowledge of Zeta offerings, client goals, industry trends, and best practices to develop strategic thought partnership and recommendations that drive performance improvements, creative enhancements, and revenue growth. - Identify and execute growth opportunities by designing unique strategic plans for each customer that exceed quarterly and annual goals. - Possess a deep understanding of partner KPIs and goal-setting, proactively providing optimization recommendations to maximize performance. - Lead and attend client meetings, including weekly status updates, kick-off calls, and Quarterly Business Reviews, ensuring action items and strategic next steps are documented, coordinated across teams, and executed. - Develop and share best practices with internal teams to continually improve operational efficiency, quality of work, and platform effectiveness. REQUIREMENTS - 5–6+ years of experience in online advertising, digital media, publisher, or ad-tech industries within Account Management, Client Services, or a similar function. - Proven ability to develop and nurture client relationships at all levels of the decision-making process. - Strong communication skills with the ability to drive client and executive-level conversations. - Exceptional oral and written communication skills, including business writing, training, and presentation abilities. - Highly organized with strong attention to detail, able to manage multiple projects in a fast-paced environment while prioritizing effectively. - In-depth knowledge of the complex MarTech landscape - Self-starter with excellent time management skills and the ability to work independently while collaborating cross-functionally. - Strategic thinker with strong problem-solving skills and the ability to identify opportunities for account growth and optimization. BENEFITS & PERKS - Unlimited PTO - Excellent medical, dental, and vision coverage - Employee Equity - Employee Discounts, Virtual Wellness Classes, and Pet Insurance And more!! SALARY RANGE The salary range for this role is $80,000 - $90,000.00, depending on location and experience. PEOPLE & CULTURE AT ZETA Zeta considers applicants for employment without regard to, and does not discriminate on the basis of an individual’s sex, race, color, religion, age, disability, status as a veteran, or national or ethnic origin; nor does Zeta discriminate on the basis of sexual orientation, gender identity or expression. We’re committed to building a workplace culture of trust and belonging, so everyone feels invited to bring their whole selves to work. We provide a forum for employees to celebrate, support and advocate for one another. Learn more about our commitment to diversity, equity and inclusion here: https://zetaglobal.com/blog/a-look-into-zetas-ergs/ ZETA IN THE NEWS! https://zetaglobal.com/press/?cat=press-releases #LI-RP1

• Performing hands-on, technical platform administration on common sales software, including: Salesforce.com (esp. Sales Cloud, CPQ), HubSpot (esp. CRM, Sales Hub, & Operations Hub), MS Dynamics, SalesLoft, Outreach.io, LinkedIn Sales Navigator, Drift, Cognism, ZoomInfo. • Implementing, managing, and troubleshooting native third-party app integrations. • Updating fields, record layouts, views, and other UI elements. • Designing and building native reports and dashboards within CRM or sales enablement applications. • Designing and building automated processes using native functionality within CRM or sales enablement applications. • Designing and managing user infrastructure within CRM or sales enablement applications, including permissioning and role assignments. • Conducting data audits to identify unused or low-impact fields within the client’s data schema. • Identifying and recommending processes for data procurement using third-party database tools like Cognism and ZoomInfo. • Managing live (virtual) and written communication with clients to set expectations and priorities, provide updates on works-in-progress, and present completed products. • Monitoring time spent on client projects and working within budgeted hours to complete work. • Informing senior SalesWorks team members of project progress and proactively identifying potential challenges to completion. • Actively looking for potential signs and opportunities for additional work based on client needs (i.e. account development). • Engaging in continuous product knowledge development to stay apprised of sales technology best practices and capabilities.

• Teaches one or more technical classes • Regularly participates in cross-functional projects • Owns and maintains training function within the Customer Success department • Manages multiple projects/tasks with minimal supervision • Serves as the technical point of contact for Customer Success Managers • Escalates technical issues and questions to the engineering and development teams • Communicates effectively, both verbally and written, with management, team members, and other departments • Balances long and short-term goals by prioritizing activities • Actively creates and participates in curriculum planning sessions for new product training • Recommends and implements solutions when project issues arise • Build strong customer relationships, especially with key customer stakeholders and sponsors • Always strive to provide exceptional customer experience • Manage customer expectation and lead them to customer satisfaction • Make sure all deliverables arrive in good order, on time, and fulfill customers’ requirements • Keep track of key account metrics • Communicate the progress to both internal and external stakeholders • Take initiatives in identifying growth opportunities • Collaborate with our team to achieve sustainable growth