**The Role Highlights 💡** **Main Responsibilities:** - Lead the development and execution of CRM strategies to increase customer retention, engagement, and lifetime value. - Design and optimize personalized customer lifecycle journeys across multiple touchpoints. - Utilize data-driven insights to enhance customer communication and automate marketing processes. **A Day In Your Life:** - Develop and execute CRM strategies to support customer acquisition, engagement, and retention initiatives across various channels (WhatsApp, SMS, push notifications, etc.). - Design and optimize customer journeys across different stages, ensuring personalized experiences based on user behavior and segmentation. - Work closely with the marketing and data teams to develop meaningful customer segments for targeted messaging. - Implement marketing automation workflows to deliver timely, relevant, and personalized communications to users. - Regularly monitor and report on CRM and lifecycle campaign performance, identifying areas for improvement to enhance engagement and retention. - Work closely with marketing, sales, and product teams to align CRM efforts with broader business objectives and ensure consistent messaging across touchpoints. - Utilize our CRM tool (HubSpot) to manage customer data, track interactions, and support lifecycle marketing campaigns​.

• Manage an assigned group of clients • Build and maintain strong relationships with dealerships and dealership groups to ensure their success and satisfaction • Analyze existing client accounts and identify opportunities to drive revenue growth • Guide clients through the onboarding and implementation process of Quick Products, ensuring seamless integration • Provide ongoing training, support, and coaching to clients, helping them maximize the value of 700 Credit products • Address and resolve client concerns, working to ensure that all issues are effectively handled • Support Affiliate and 700 Credit product launches, including post-launch evaluation and gathering client feedback to ensure a positive customer experience • Review client business processes related to the usage of 700 Credit Quick Products and provide recommendations for improvement • Lead meetings with key dealership personnel, focusing on the value of 700 Credit products and continuous process improvement • Schedule and lead regular virtual and in-person meetings with clients to discuss product usage, identify new product opportunities, and foster strong relationships • Keep clients informed of new product features and updates, ensuring they are aware of new capabilities • Create and implement strategies to enhance customer retention and drive increased engagement • Conduct regular audits of client product usage to identify areas for improvement and optimization • Collect and analyze customer feedback to develop new techniques and strategies that improve retention and satisfaction • Ensure a high level of customer service is consistently provided to clients, maintaining satisfaction and loyalty • Work closely with the sales team to identify and create opportunities to introduce additional products and services to clients • Ensure all client interactions, communications, and updates are accurately documented in Salesforce for tracking and reporting purposes

• Serve as the ‘voice of the customer’ by identifying trends across the customer base and providing scalable recommendations to maximize value and retention • Action-oriented, with the ability to quickly assess and integrate inputs across functions (Support, Product, ENG) and turn into a scalable solution and clear customer narrative • Soft skills oriented towards developing and retaining a customer’s trust and de-escalating their issues (i.e., turning escalations into positive experiences based on the quality of our response) • Strong analytical and organizational skills, with the ability to effectively manage a high-volume, scaled portfolio of customers • Proactively monitor customer usage patterns and own the optimization of the automated customer journey, including designing and refining scalable digital touchpoints to drive retention, satisfaction, and value realization. • Actively gather feedback through surveys, in-product interactions, and digital campaigns; analyze data to identify trends and improvement opportunities, and share insights with internal teams • Increase customer adoption of key platform features and best practices to maximize ROI, ensuring the basis for retention, satisfaction, and growth in a scalable fashion. • Proactively monitor customer health signals and trigger scaled or targeted outreach to address risks before they escalate • Partner with the Abnormal AI Account Team (Account Executives, Sales Engineers, Support Engineers, Renewal Managers, etc.) to drive coordinated, data-informed strategies for retention and expansion across a scaled customer base • Monitor customer user trends to recommend to internal teams risk mitigation actions (Product, Support, Services, etc.). Example: work with Engineering to stabilize customer’s advanced reporting needs based on repeated case escalations. • Coordinate internal actions and facilitate customer engagements (both 1:many and 1:1 as needed) to address issues and ensure all commitments are met • Maintain a strong understanding of our product and roadmap to guide customers toward successful outcomes and inform scalable enablement strategies • Educate customers on the most relevant features and functionality related to their specific requirements.

Role Description The Success Coach manages the delivery and implementation of core interventions and services for assigned students in accordance with Student Services initiatives and guidelines. This role serves as the primary contact for new families and provides oversight of educational interventions and career learning supports to assist with increased engagement, student learning outcomes, and successful completion of school. - Support new and returning students and families through the onboarding process and completion of required tasks. - Review transcripts and offer guidance to students and families on class selections in order to support career advising, create a schedule, and confirm grade level placement. - Ongoing course planning and academic support as required. - Serve as the primary point of contact for school administration in developing plans to address barriers to full achievement of attendance, academic, and behavioral goals. - Facilitate Advisory sessions and implementation of a Life Skills curriculum. - Responsible for tracking and reporting data as directed by supervisor. - Collaborate with teachers, parents, administrators, and other school staff to ascertain students’ academic needs and create an academic remediation plan and provide support towards completion of plan. - Work with overage students and develop plan to help get back on track for graduation in coordination with teachers. - Provide research-based strategies to give students and parents the necessary skills and knowledge to help them communicate effectively with teachers and administrators in order to ensure student goals are met. - Facilitate individual and group training/support and provide academic resources to help students increase academic achievement. - Collaborate with students regularly to check in on progress in classes, keeping students accountable for achieving their academics, attendance, engagement, and behavioral goals. - Work in partnership with teachers and parents on evaluation of student progress and implementation of student objectives. - Maintain effective communication with teaching staff on student progress and concerns. - Conduct conferences with parents and students, both in person and over the phone as needed. - Prepare for and/or attend student gatherings. - Provide parent workshops and other activities to ensure quality delivery of services. - Maintain accurate documentation of student performance, progress, needs, and academic support. - Travel to support testing efforts and school events within the state as needed. - Perform other duties as assigned. Qualifications - Bachelor’s Degree in Education, Social Services or a related field preferred. - 2+ years of experience in the K-12 educational setting. - A fundamental understanding of Career and Technical Education (CTE), its indicators as measurements of success, and the pathway approach in which CTE is implemented. - Proficiency in Microsoft Office and Google Suite Products. - Ability to handle confidential information responsibly and exhibit sound judgment while maintaining that confidentiality. - Demonstrates a reliable, dependable, and trustworthy work ethic. - Ability to manage difficult or emotional client situations. - Ability to make sound judgments after all available information has been gathered or communicated. - Demonstrates a mature attitude and insight into matters affecting department, self and/or company welfare. - Excellent written and oral communication skills. - Ability to work well under pressure, effectively prioritizing and executing tasks to meet deadlines consistently. - Customer service oriented. - Ability to learn new technologies and acquire new skills through independent study, professional training, and from more senior team members. - Prior administrative assistance experience preferred. - Prior experience working in a school setting preferred. - Ability to work independently and contribute to a team. - Understanding and ability to manage confidential information. - Ability to lift 25 lbs. - Ability to pass federal and state criminal background checks. Benefits - Life benefits – time & peace of mind. - Paid time off. - Retirement contributions. - Optional Basic Life and AD&D insurance. - Voluntary life insurance (employee, spouse, child). - Discounted childcare at Early Learning Academies locations. - Health benefits – stay well & thrive. - Medical, dental, and vision insurance. - Employee Assistance Program. - Voluntary short-term disability insurance. - Voluntary long-term disability insurance. - Career benefits – keep growing. - Career advancement opportunities throughout Pansophic Learning and our strong network of 4,000+ instructors and education professionals.