• Working directly with assigned customer accounts to realize value from their respective Exostar solution(s) resulting in revenue renewal and expansion contract closings. • Maintaining an in-depth understanding of assigned customers' operating processes to support their ongoing usage within their respective Exostar solutions, and recommend new products and services for expansion. • Maintaining a list of prioritized open items and working with internal stakeholders at Exostar to drive resolution, while providing ongoing updates to the customer. • Delivering ongoing operational reviews with assigned customer accounts to discuss open support items and review case metrics. • Working with the services delivery teams to ensure we are executing on our services delivery engagements, and our extended support contracts, for those named customers under their management. • Providing mentorship and training as needed for junior Customer Success team members. • Supporting development and implementation of any necessary systems and tools to provide key business information and metrics to highlight the team’s performance and effectiveness.

• Perform non-licensed administrative tasks for real estate agents. • Identify and manage the contractual dates and deadlines and ensure the transaction is closed in a timely, efficient, and accurate manner. • Ensure your real estate license remains in good standing to perform authorized licensed tasks, including drafting contract addendums and amendments. • Collaborate closely with agent services department, agents or other third parties to ensure all proper documentation has been received for compliance in the transaction file in the appropriate systems. • Organize all transaction details in applicable systems while providing continuous updates to the agent, client and third parties. • Serve as all deal stakeholder’s point-of-contact for agents and their clients through closing. • Own and execute full end-to-end transaction processing by entering transaction-related expenses, verifying accuracy of details, preparing commission invoices, calculating and finalizing commission payments, and proactively resolving discrepancies to ensure timely and accurate agent payouts. • Regularly update and manage communication with all parties involved in the transaction. • Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience.

• Own post-sales onboarding projects from kickoff through go-live. • Act as project manager for customer implementations, coordinating internal teams and customer stakeholders. • Lead hands-on configuration, setup, and customization of the platform (no coding required). • Deliver customer training sessions, both remote and on-site when needed. • Serve as the Subject matter expert on Infiterra platform for assigned customers, translating business requirements in platform workflows. • Manage timelines, dependencies, risks, and stakeholder communication throughout implementation. • Engage customers during hyper-care periods following go-live. • Conduct regular cadence calls and ensure follow-up on action items. • Maintain account ownership and handle health issues, including ticket escalation. • Participate in QBRs and support strategic accounts as necessary. • Follow through on QBR outcomes, such as adoption, optimization, and expansion activities. • Work confidently with stakeholders at all levels, from end users to C-level executives. • Work closely with the Product and Engineering teams to ensure that customer feedback is thoroughly evaluated and appropriately incorporated into the product roadmap.

• Own a portfolio of clients, ensuring high retention, satisfaction, and long-term growth. • Act as the primary point of contact, building trusted advisor relationships with stakeholders. • Lead monthly performance reviews, strategy calls, translating data into clear business outcomes. • Proactively identify risks and implement solutions to prevent churn. • Collaborate with internal teams to develop and execute strategies across: Paid Ads (Google Ads, Meta, TikTok, etc.) and SEO (technical, on-page, and growth strategies). • Ensure campaigns align with client goals such as lead generation, ROAS, and pipeline growth. • Interpret campaign performance and provide actionable recommendations to improve results. • Identify and drive upsell and cross-sell opportunities within existing accounts. • Support clients in scaling their marketing efforts through new channels, increased budgets, or additional services. • Track client performance using tools like ClickUp and CRM systems. Ensure timely delivery of campaigns, projects, and optimizations. Maintain clear documentation of client activities, progress, and forecasts.