• The Program Manager, Client Relationship Expansion is a hands-on operator responsible for the curriculum, infrastructure, and operational discipline that allow the firm's Relationship Expansion programs to run at scale. • This role owns coaching module development, field interaction tracking, Business Insights partnership, and integration of advisor platforms — including Opportunity Engine 2.0 and Aspen — into the program's behavioral framework. • The Program Manager is the connective tissue between the field team and the dedicated Business Insights analyst, ensuring that reporting is timely, relevant, and translated into program action. • Approximately 75% of this role is program operations and build; 25% is direct collaboration with field team members and cross-functional partners.

Role Description As a Project Manager, you will own the execution of high-impact, cross-functional initiatives tied to key customer accounts. This role is responsible for driving projects from planning through delivery while ensuring alignment across Product, Engineering, Customer Success, Sales, and Marketing. You will serve as the central point of accountability for execution, ensuring that initiatives are delivered on time, risks are proactively managed, and business outcomes are achieved. This role goes beyond task management and requires strong ownership, communication, and problem-solving to drive meaningful results for both customers and the organization. What you'll do - Own end-to-end execution of strategic initiatives, from planning through delivery and post-launch follow-up - Drive alignment across cross-functional teams to ensure clarity on goals, timelines, and responsibilities - Establish and manage project plans, milestones, and dependencies across multiple workstreams - Proactively identify risks, remove blockers, and escalate issues when necessary to maintain momentum - Hold internal teams accountable to commitments and ensure consistent progress toward goals - Facilitate effective working sessions and status updates with both internal stakeholders and customers - Translate business needs and customer requirements into clear, actionable plans for internal teams - Partner closely with Customer Success and leadership to ensure projects deliver meaningful customer and business outcomes - Track and report on key success metrics, including adoption, rollout success, and overall impact - Prepare clear, concise updates for leadership, highlighting progress, risks, and decisions needed - Ensure a smooth transition from project execution to ongoing ownership within Customer Success or other teams - Continuously improve processes, workflows, and communication to increase efficiency and scalability Qualifications - 3+ years of project management experience, preferably in SaaS or technology environments - Proven ability to lead cross-functional initiatives and drive execution across multiple teams - Strong stakeholder management skills, with the ability to influence without direct authority - Excellent organizational and time management skills, with the ability to manage multiple priorities simultaneously - Demonstrated ability to identify risks and proactively solve problems in fast-paced environments - Strong communication skills, both written and verbal, with the ability to tailor messaging to different audiences - Experience working directly with customers or in customer-facing roles preferred - Ability to translate complex requirements into clear, actionable plans - Data-driven mindset with the ability to track progress and measure success - Comfortable operating in ambiguity and building structure where it does not yet exist - Experience with project management tools such as Jira, Asana, Aha, Salesforce, or similar platforms preferred - Project management certification (PMP, CSM, or equivalent) preferred but not required Company Description Xplor Technologies is an equal opportunity employer dedicated to building a diverse and inclusive workplace. Our company thrives upon the mutual respect and understanding between its employees, and as such, all qualified applicants/employees will receive consideration for employment without regard to that individual’s age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), gender, gender identity, sexual orientation, veteran status, physical or mental disability, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Xplor Technologies maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflects the Company's differing products, industries and lines of business. Candidates are typically placed into the range based on the preceding factors as well as internal peer equity. Important Notice Regarding Email Communication from Xplor Technologies: Please be advised that Xplor Technologies will only contact you using email addresses with the domain name of clubessentialholdings.com. We have been made aware of attempts to impersonate our company using domains such as clubessentialcareers.com. These emails are not affiliated with Xplor Technologies and may be part of a scam. We strongly advise against engaging with any correspondence that does not originate from an official clubessentialholdings.com email address. If you receive a suspicious email or have any questions or concerns, please contact us directly at recruiting@clubessentialholdings.com. Your security and trust are important to us.

• Develop and own the ABM approach for your assigned verticals, executing omni-channel programs tied to specific, measurable business outcomes • Create and optimize programs that drive marketing engagement at a vertical level • Oversee the creation and facilitation of compelling content, ensuring it aligns with the target audience and marketing objectives • Monitor, measure, and analyze marketing initiatives' performance, providing actionable insights and recommendations for optimization • Scale marketing programs efficiently, adapting strategies to accommodate growth and changing market conditions

• Develop, refine, and maintain commission plans that align with evolving business priorities and sales strategies. • Partner with Sales Leadership, Finance, and HR to ensure compensation structures drive the right behaviors and support company goals. • Model plan scenarios, assess financial impact, and recommend creative solutions that balance motivation and cost. • Conduct regular reviews to evaluate plan effectiveness and propose improvements based on performance data and market trends. • Build and maintain scalable workflows, documentation, and controls to support audit-ready commission operations. • Troubleshoot discrepancies, manage exceptions, and resolve rep inquiries in a clear and timely manner. • Serve as the primary contact for commission-related questions across Sales, Finance, People, and Revenue Operations. • Facilitate training sessions, enablement materials, and rollout documentation for new or updated plans. • Influence stakeholders through strong storytelling, data insights, and thoughtful recommendations. • Identify process gaps and implement solutions to improve plan governance, analytical capabilities, and rep experience. • Stay current on industry best practices for sales compensation and bring forward creative, strategic ideas.