• Take ownership of establishing a structured strategic planning process for the CS team. • Work hand-in-hand with the peer Director of Customer Success to standardize processes, tools, and methodologies, ensuring a unified experience for all CSMs and customers. • Serve as the primary voice of the customer and admin with the Product team. • Build a deep understanding of how Espresa is configured and used. • Maintain a close feedback loop with Product on escalations, bugs, and systemic gaps. • Work across departments to solve key business challenges. • Develop expert-level knowledge of the Espresa platform. • Support CSMs on complex technical questions and configuration challenges. • Partner closely with the Head of Account Management to support a seamless commercial strategy. • Attract, hire, and mentor top talent.

OUR HIRING PROCESS: - We will review your application against our job requirements. We do not employ machine learning technologies during this phase as we believe every human deserves attention from another human. We do not think machines can evaluate your application quite like our seasoned recruiting professionals—every person is unique. We promise to give your candidacy a fair and detailed assessment. - We may then invite you to submit a video interview for the review of the hiring manager. This video interview is often followed by a test or short project that allows us to determine whether you will be a good fit for the team. - At this point, we will invite you to interview with our hiring manager and/or the interview team. Please note: We do not conduct interviews via text message, Telegram, etc. and we never hire anyone into our organization without having met you face-to-face (or via Zoom). You will be invited to come to a live meeting or Zoom, where you will meet our INFUSE team. - From there on, it’s decision time! If you are still excited to join INFUSE and we like you as much, we will have a conversation about your offer. We do not make offers without giving you the opportunity to speak with us live. INFUSE is committed to complying with applicable data privacy and security laws and regulations. For more information, please see our Privacy Policy Are you driven by the desire to deliver exceptional client experiences and thrive in a dynamic environment? At INFUSE, we're seeking a passionate Client Success Specialist to join our team, where your efforts directly contribute to our clients' satisfaction and our company's success. This position offers an enriching path to professional growth and the unique opportunity to work with a variety of industries, ensuring no two days are the same. INFUSE has built a reputation as a beloved employer by prioritizing employee satisfaction and creating a workplace where everyone feels valued and connected. Joining our team means becoming part of a supportive community that celebrates every success and encourages continuous improvement. You'll discover how our employees love their jobs, driven by the meaningful connections they make and the positive impact they have on our clients' businesses. This role is designed for someone who thrives in dynamic environments and can seamlessly transition between tasks to support both internal teams and client needs. Key Responsibilities: - Build and maintain strong, long-lasting client relationships - Ensure the timely and successful delivery of our solutions according to client needs and objectives - Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders - Identify and grow opportunities within the territory and collaborate with sales teams to ensure growth attainment - Assist with challenging client requests or issue escalations as needed - Provide assistance across a variety of administrative and operational tasks, such as data entry, updating internal systems, or managing schedules. Responsibilities - Proven track record of managing client relationships, preferably in a related field such as hospitality, client success, or sales - Strong communication and interpersonal skills - Can handle various tasks with attention to detail, managing priorities effectively in a fast-paced environment. - Empathetic understanding of client needs and the ability to address them effectively - Ability to address challenges and proactively offer solutions. If you're passionate about building meaningful relationships and delivering top-notch client experiences, we'd love to hear from you. Apply now to embark on a rewarding career journey with INFUSE, where your ambitions and contributions are recognized and valued. Don't miss your chance to be part of a team that genuinely enjoys making a difference. Submit your application today! We are an Equal Opportunity Employer. We make hiring decisions based on qualifications, merit, and business needs. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, or any other characteristic protected under applicable law. We welcome applicants from all backgrounds and believe that diversity of experience, culture, and perspective makes us stronger.

• Manage loan files end-to-end with minimal supervision, from application through to settlement. • Prepare compliant loan applications and drive deals through to settlement. • Conduct high-level bank statement analysis — accurately identifying income, expenses, dishonours, gambling patterns, and true living costs. • Perform credit checks, extract income data, and prepare detailed loan proposals. • Prepare and maintain key documentation including Game Plan documents and AOLs. • Accurately name, verify, and organise supporting documents in line with compliance requirements. • Update and maintain CRM records, including correct uploading, renaming, and version control of documents. • Liaise confidently with clients, lenders, and third parties throughout the loan process. • Coordinate post-settlement activities, including conducting annual reviews and liaising with internal and external stakeholders. • Issue and manage "Hello Book" documentation to support client onboarding. • Stay current with lender policies, credit guidelines, and industry trends. • Identify and implement process improvements to drive operational efficiency.

Role Description We're looking for a Client Success Specialist to help our clients successfully recruit participants for their clinical trials. If you're a relationship-builder with strong organizational skills, and you thrive in a remote, fast-paced environment, this role is for you. - Client Onboarding & Support: Guide new clients through our onboarding process, ensuring they feel confident using our systems and understand how we help them reach their goals. - Enrollment Success: Proactively monitor client projects to ensure enrollment targets are met, and swiftly address any roadblocks along the way. - Client Retention & Referrals: Build strong relationships with clients by delivering exceptional service that encourages repeat business and enthusiastic referrals. - Communication: Maintain clear, timely, and proactive communication with clients and internal teams to keep projects on track and clients informed. - Quality & Compliance: Ensure quality standards are met and client data is handled securely, in line with privacy regulations. Qualifications - Are Client-Focused: You thrive on understanding client needs and exceeding their expectations. - Excel at Building Relationships: You naturally develop trust and rapport with clients, encouraging repeat business and referrals. - Are a Proactive Problem-Solver: You tackle challenges head-on, always looking for solutions that keep client projects moving forward. - Communicate Clearly and Effectively: You're skilled in both written and verbal communication, adapting your style to suit different audiences. - Are Organized and Detail-Oriented: You juggle multiple priorities with ease, ensuring nothing slips through the cracks. - Understand the Importance of Data Privacy: You're conscientious about handling sensitive information and complying with privacy standards. - Are Comfortable Supporting US Clients: You have the flexibility to align your schedule with US time zones. Benefits - Autonomy and Flexibility: Set your own hours depending on what works best for our clients, enjoy unlimited paid holidays, and work from anywhere with a good internet connection. - Innovation and Impact: Work with research teams driving significant advancements in medical research from organizations like AstraZeneca, Harvard, Stanford, and many more. - Growth and Learning: Opportunities for professional development, with access to courses and training programs. - Rewarding Career: Contribute meaningfully to the world of health research and share in the success of Trialfacts. Interested in Joining Us? If this position aligns with your career aspirations and skills, we would love to hear from you. As part of our selection process, the final 1 to 3 candidates will undertake a paid trial for 1–2 weeks. This trial period is a vital step in our recruitment process and candidates will be compensated for their time and effort.