• Make changes to HubSpot, including creating and modifying properties, managing contact records, and maintaining data integrity. • Perform accurate data entry and ensure that all information is up to date and correctly formatted within the CRM. • Conduct data imports and exports as needed, ensuring a smooth transfer of information between systems. • Run regular and ad-hoc reports to track sales, marketing performance, and other key metrics. Analyze data and provide insights to improve processes. • Assist team members with HubSpot-related inquiries, providing training and support as needed. • Identify opportunities for improving data management and CRM processes, implementing best practices to enhance efficiency.

ControlUp creates an autonomous workplace where the day runs itself. We’re a leader in DEX, unifying digital employee experience and IT operations into one powerful platform built for modern workplace management. By combining real-time monitoring, automation, and proactive remediation, ControlUp enables IT teams to prevent issues before they impact employees, reduce operational complexity, and streamline IT environments, without the clutter of multiple tools. With ControlUp, IT works smarter, employees stay productive, and the workday runs itself. One platform. One powerful shift in how work flows. No tool sprawl. No wasted time. No interruptions. Just technology that runs smoothly, so people can get on with work that matters. The Role As an Enterprise Customer Success Manager , you will be given a portfolio of top tier accounts that require white glove treatment. These will include Fortune 50 companies, hospitals, and government agencies. You will manage the post-sale relationship with that customer from a customer service perspective and be responsible for ensuring their success and improved ROI with our product suite. You will be the primary quarterback for issues that occur and have access to any resource and/or subject matter expert you require from Support, R&D, Marketing, Management, etc. to ensure success of your customers. How You’ll Spend Your Day Manage the full lifecycle of a portfolio of enterprise customers Identify potential expansion opportunities based on customer use cases Build and maintain close relationships with senior IT professionals managing highly complex environments and be their trusted advisor Through a consultative approach, guide your customers through how to optimize their experience with ControlUp, to get the highest ROI Work closely with sales, marketing, product, and other departments on customer requirements Your Experience and Qualifications Experience in an EUC or similar software company Startup / SaaS experience Critical thinker, generally curious, problem solver Proven experience in building customer relationships with multiple stakeholders in Fortune 50 companies Positive attitude and very customer-centric; always willing to put the customers' needs first Working knowledge of VDI – Citrix \ VMware virtualization solutions. Strong written and verbal communication skills; ability to clearly explain complex issues to both individual contributors and executives Some travel required Preferred Qualifications Experience with Outreach.io, Chorus, Salesforce, Slack, Splunk, Zoom, Google Workspace, and/or Filemaker Pro - an advantage Excellent organization, note-taking, project management, and time management skills Working knowledge of VDI – Citrix \ VMware virtualization solutions Preferred Experience in one or more of the following roles Customer Success Manager IT manager Software Sales Project Manager Sales Engineer/Consultant Software Support Customer Service Professional Services

About Simply Succeed Simply Succeed is the company behind Achieve, an all-in-one platform that helps independent college advisors streamline their businesses by automating prospecting, onboarding, billing, workflows, and application management. Our customers save hundreds of hours a year and increase revenue without sacrificing student outcomes. We are a mission-driven, fast-growing SaaS company serving education professionals who care deeply about their clients. Customer Success is not a support function here; it is a core growth engine. The Role We are hiring a full-time Customer Success Manager (CSM) to own post-sale customer experience from onboarding through renewal. This role is ideal for someone who thrives in relationship-driven environments, is highly organized, and knows how to guide customers toward long-term success with a software product. You will work directly with IECs and advising teams, ensuring they are confident, engaged, and getting measurable value from Achieve. Key Responsibilities Own the end-to-end customer lifecycle: onboarding, adoption, engagement, renewal Lead onboarding calls and implementation support for new customers Coordinate data migration and account setup for new customers Proactively identify at-risk accounts and intervene early Serve as the primary point of contact for assigned accounts Translate customer feedback into actionable insights for product and leadership Create and refine onboarding resources, SOPs, and best practices Partner with sales and leadership on retention and expansion opportunities Maintain clear, timely documentation of customer interactions and outcomes Who You Are Competitive salary ranging from $62,000 - $68,000 a year Generous paid time off and professional development opportunities Remote-first, flexible work environment Direct access to leadership and room for growth Opportunity to shape Customer Success at a growing EdTech company Work that directly supports educators and students

• Be a Client Success advocate: Be the project manager for program launch tasks and manage multi-faceted programs with device partners, clients and internal teams. Ensure account activities are executed in a timely fashion in accordance with established standard operating procedure for the accounts you are supporting and assist client success team members in day-to-day tasks and ad hoc projects including taking notes during onboarding and client calls. • Be a trusted advisor who helps clients achieve their goals: Manage internal expectations as well as those of your clients and prioritize program tasks/activities using business judgment to balance internal objectives with client goals. Spend time understanding and driving clients’ objectives and growth targets and ultimately guide them through key decisions to design programs that support these targets. Creatively problem-solve when difficult situations arise and resolve operational challenges. • Be an effective internal and client-facing communicator and storyteller: Prepare recurring client reports, analyze and present key results, facilitate meetings, and deliver nuanced technical and data-driven messages to clients. Maintain consistent and frequent communication with an array of stakeholders including clients and device partners to ensure efficient program implementation, review ongoing needs, and provide timely solutions and recommendations to help achieve program success. • Be a product and service expert: Develop a comprehensive knowledge of demand management, DERs (distributed energy resources), and the drivers of program success. Foster a deep understanding of the product, service offerings and functionality to effectively communicate capabilities to clients, contribute to shaping program design and provide training to client program teams. • Be an administrative and project management powerhouse: Seamlessly coordinate and manage communication and logistics around client and subcontractor invoicing processes and related reporting and other tasks as assigned.