Role Description We’re hiring a Customer Success PLUS Manager to help clients and advisors move confidently through the estate planning process. This person becomes the operational backbone of the experience—guiding clients through the platform, coordinating communication between advisors and attorneys, and ensuring estate plans move from start to completion. This role doesn’t provide legal advice. Instead, you’ll help make sure the process runs smoothly, questions get answered, and clients reach the finish line with confidence. We’re looking for someone who is organized, thoughtful, and comfortable working at the intersection of technology and estate planning. Someone who can communicate clearly, manage details, and keep complex processes moving forward while building strong relationships. If you enjoy helping people navigate important decisions—and want to play a role in expanding access to quality estate planning—this role may be a great fit. Key Responsibilities - Guide clients through the estate planning process - Serve as the client’s primary point of contact during the planning process. - Responsibilities include: - Explaining how the Estate Guru platform works - Guiding clients through questionnaires and plan inputs - Helping clients understand what information is needed and why - Answering process-related questions about estate planning documents - Ensuring clients complete required steps in the platform - Coordinate between advisors, clients, and attorneys - Responsibilities include: - Acting as a communication bridge between the advisor, client, and attorney network - Ensuring each party has the information they need to move forward - Escalating legal questions to the appropriate attorney - Keeping advisors informed about client progress - Monitor plan progress and completion - Responsibilities include: - Tracking where each client is in the planning process - Following up with clients to keep plans moving forward - Identifying missing information or incomplete steps - Ensuring documents are finalized and properly delivered - Maintain a high-quality client experience - Responsibilities include: - Providing responsive, professional communication with clients - Ensuring clients understand next steps at each stage - Helping clients navigate the platform when questions arise - Escalating complex situations to the appropriate internal teams - Support advisors using estate planning in their practice - Responsibilities include: - Helping advisors understand how the PLUS process works - Providing updates on client progress - Ensuring advisors know when client engagement or follow-up is needed - Supporting advisors as they integrate estate planning into their client experience - Reinforce the advisor’s role as the client’s trusted financial professional - Ensure estate planning strengthens the advisor-client relationship - Identify opportunities to improve the planning process - Responsibilities include: - Identifying friction points in the planning process - Sharing insights with the product team - Highlighting common client questions or confusion - Suggesting improvements to workflows or communication - Maintain compliance and role boundaries - Responsibilities include: - Ensuring communications remain within Estate Guru’s service scope - Avoiding legal advice or document interpretation - Escalating legal questions to licensed attorneys - Following established protocols for compliance and documentation Qualifications - 2-3 years experience in customer service, account management, and/or sales - Strong communication and interpersonal skills - Basic understanding of sales principles and customer relationship management - Ability to build and maintain client relationships - Organizational and time management skills - Problem-solving and negotiation abilities - Attention to detail and ability to multitask - Willingness to learn and adapt in a fast-paced environment - Experience with CRM software (Intercom, HubSpot, Salesforce, or similar) is a plus - Comfortable with using email, phone, and video conferencing tools for customer communication - Goal-oriented, self-motivated, and a positive team player - Willingness to take initiative and learn from feedback - Ability to handle rejection and maintain persistence Benefits - Additional earning potential through a commission program - Comprehensive health, dental, and vision insurance - Company paid Short-term Disability Insurance - Internet Reimbursement (for remote roles) - Generous PTO and paid holidays - Professional development opportunities - Fitness Reimbursement

Role Description We are currently looking for native English (United States) speakers to participate in our Gardenia Speech Collection project. The purpose of this project is to collect recordings of native English speech to improve voice assistant technologies. - Participants will record short wake-up phrases and scripted utterances typically used when interacting with a voice assistant, following the guidelines provided. Qualifications - Be 18 years or older. - Be born and live in the United States. - Be a native speaker of English (US) from any region in the United States. - Be able to use a mobile phone for this project. - Be able to use a wired headset or the device microphone for recording phrases. - Have access to a quiet indoor environment to do the recordings. - Pass initial accent screening. Requirements - This is a fully remote project. You can participate from anywhere within the United States. - We estimate it will take approximately 30 minutes to complete this project. - You will receive $25 USD for your fully completed and accepted assets. - Payment methods include PayPal, Gift Card, and Check, according to your preference. - All submissions will be checked by our Quality Assurance team, and compensation will be provided for fully completed and accepted assets. - The project team will provide you with feedback once the Quality Check process is completed. Benefits - Opportunities for family members to participate. - Older participants are welcome to join the project. - Minors can also participate; you can register up to three children in one form, and each child will receive the same compensation as the adult participants. Company Description TransPerfect provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. For more information on the TransPerfect Family of Companies, please visit our website at www.transperfect.com.

• Lead, coach, and performance-manage a team of Customer Success Consultants supporting enterprise and complex customers. • Drive Customer Success strategy by fostering a culture of ownership, accountability, and execution. • Partner closely with Sales leadership to ensure strong collaboration and aligned routines. • Optimize team efficiency through effective delegation, workflow management, and process consistency. • Serve as the primary escalation point for complex customer issues and resolution coordination. • Use data and insights to identify trends, coaching opportunities, and service improvements. • Support onboarding, training, and continuous development through feedback and development planning. • Identify opportunities to reduce customer friction through automation and process improvement. • Manage special projects and customer initiatives aligned to evolving business priorities.

The SailPoint customer success team champions helping our customers get maximum value out of any SailPoint products or services, so the business gets maximum lifetime value and loyalty from the customer. The Customer Success Manager is responsible for overall client satisfaction and referencability, building and managing long-term business relationships between SailPoint and assigned client accounts. This role serves as a customer advocate and business consultant for multiple accounts by helping our clients achieve success through the use of SailPoint’s product and services. This role is all about client satisfaction and is not a quota carrying sales position. Description: - Manage the business relationship between SailPoint and assigned client accounts; responsible for overall client satisfaction - Provide coaching and advice to clients on the use of SailPoint’s solutions for identity management, compliance, role management, and access request management; develop insights into the challenges faced by client organizations and provide recommendations based on an in-depth understanding of how IdentityIQ solves those problems. Proactively share best practices - Monitor accounts for change in solution/product usage, personnel, goals, mission, financial conditions, competitor involvement and other areas that could have an effect on the clients’ ongoing use and/or satisfaction with SailPoint’s products and services - Provide strategic updates on clients’ performance to SailPoint Senior Management. Provide regular status updates to account teams and Sales Managers - Identify new opportunities for expanding SailPoint product/service usage to maximize client success and SailPoint revenue growth - Ensure maintenance contract renewal Requirements: - Bachelor’s degree or equivalent work experience (technical degree or masters degree a plus) - Strong customer facing skills (executive presence, writing skills, phone skills). Demonstrates a highly professional demeanor - Strong consulting skills. Ability to gather and analyze information and produce strategic insights into clients’ organizational and technical challenges - Ability to communicate technical details to a non-technical audience. Ability to foster credibility with a technical audience - Ability to set and communicate expectations; skill in mediating and resolving problems - Must be highly organized and able to prioritize and process a number of tasks concurrently - Ability to build lasting relationships based on trust - Takes ownership of customer issues and drives to resolution - Self-motivated, strong work ethic, creative, customer-centric personality - Fluent written and spoken German is mandatory, also English Travel: - Estimated from 10% to 25% The path to success Within the first 30 days: · SailPoint Overview: Learn about the company’s history, mission and core values · Product / Service Offering: Learn the SailPoint pitch · Meet the team: Introduce yourself to key stakeholders such as regional leaders, your team, AEs, marketing, channel, support, professional services, etc · Mentorship: Meet your onboarding buddy and set up regular meetings & 1:1s with your manager · Tools: Familiarize yourself with the tools provided, such as Salesforce, Gainsight, Tableau, ServiceNow, etc. 60 days: · Enablement: Complete revenue org onboarding enablement, role specific enablement, SailPoint certifications, and all assigned compliance / security tasks · Shadowing: Shadow CSMs on customer meetings · Portfolio: Review your assigned customer portfolio, familiarise yourself with the customer success plans, conduct internal handovers with AEs/CSMs to understand each customer’s objectives and opportunities 90 days: · Customer Meetings: Conduct introduction sessions & schedule regular meetings with your customer base · Renewals: Accurately forecast renewals, identify & mitigate risk, and work with Renewals Managers, AEs and Partners to close renewals on time · Revenue Generation: Create opportunities for upsell/cross-sell based on customer utilisation and expanded use cases · Customer Advocacy: Build customer champions through the SailPoint Admirals Program, case studies, and customer speaking opportunities for user groups · Continuous Learning: Stay up to date on new information distributed to the team, product roadmaps, thought leadership and industry trends · Feedback: Actively seek and incorporate feedback from peers, mentors and management SailPoint is an equal opportunity employer and we welcome all qualified candidates to apply to join our team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable law. Alternative methods of applying for employment are available to individuals unable to submit an application through this site because of a disability. Contact applicationassistance@sailpoint.com or mail to 11120 Four Points Dr, Suite 100, Austin, TX 78726, to discuss reasonable accommodations. NOTE: Any unsolicited resumes sent by candidates or agencies to this email will not be considered for current openings at SailPoint.