Role Description We’ve created a new marketing engine from scratch, and are looking for a Senior Marketing Manager to own CRM strategy. In this role, you will collaborate with product leaders as a marketing conduit, ensuring launches are marketed effectively across all paid and organic touchpoints. This role will coordinate marketing plans across all marketing teams, but will report into the CRM organization. This role will also require some hands-on work directly with CRM tools. What you'll do: - Own marketing planning and execution across new product launches, including campaign strategy, channel mix, and messaging cadence. - Design, build, and deploy ad hoc and lifecycle campaigns relating to new products across email, SMS, and push while ensuring quality, consistency, and reporting integrity. - Partner cross-functionally with performance, product, creative, data, and regional teams to create a prioritized lifecycle roadmap rooted in data. - Manage up to leadership and across to peers to support cross-team development, bringing operational clarity and creative quality to the execution process. - Lead A/B testing and experimentation across content, targeting, and journeys post GTM, using insights to continuously improve customer engagement. - Monitor and analyze campaign performance, sharing results and recommendations to improve future creative, targeting, and structure. - Collaborate on content strategy and provide feedback that drives performance across multiple markets and audience types. Qualifications - 7-10 years of experience in CRM, lifecycle, or product marketing, ideally in CRM. - Demonstrates the ability to speak CRM tech stack: you know what an API is, what attributes are, and you understand how to read HTML code. - Demonstrates the ability to apply audience segmentation, behavioral targeting, and lifecycle strategy to product launches. - Strong cross-functional influencer with the ability to manage up, down, and across to implement process and ways of working across GTM projects. - Data-literate and comfortable building performance narratives based on message engagement, conversion, and other metrics. - A detail-oriented communicator and project manager—able to drive clarity and alignment across functions and timelines. - Experience with translating product experiences into marketing messaging and being able to collaborate with copy/design teams to bring messages to life. - Passionate about scaling CRM as a growth lever, and excited to build within a fast-moving, high-impact team. - Proficient in Braze, Iterable, Zeta, or a similar CRM platform. Familiarity with CDPs and data enrichment tools is a plus. Requirements - This position will be remotely based in the United States, Central or Eastern time zones strongly preferred. Benefits - Remote first flexibility. - Generous PTO. - 13 Paid Holidays. - Medical / Dental / Vision Insurance. - Life, Disability, and other benefits. - 401k with competitive Employer Match. - Community Service Days. - Generous Parental Leave. - Anticipated Base Pay: $120,000 - $160,000 + participation in our annual bonus plan.

Role Description The Enterprise Client Success Manager (ECSM) reports to the Senior Director of Client Success. The successful ECSM will demonstrate integrity and organizational agility through advanced decision making and prioritization skills. With an action-oriented mindset and a sharp focus on delivering results, the ECSM will build trust by independently developing and managing ongoing relationships with assigned clients (often large or enterprise-level organizations, for this opportunity the client will be the Arizona State Departments). The ECSM will have excellent written and oral communication skills with a high degree of comfort working directly with senior and executive level leaders. The ECSM will participate in team sessions but also be individually accountable for managing their assigned accounts. In addition, the ECSM is expected to creatively contribute to the continued expansion and optimization of ClassWallet’s Client Success program with a keen eye toward balancing value delivery between clients and ClassWallet. Responsibilities - Serve as the single point of contact for inbound requests from assigned clients. - Advocate internally to manage contractual obligations & client expectations. - Maximize the value clients get from ClassWallet solutions. - Facilitate achievement of client’s desired outcomes. - Drive product adoption and contract renewal. - Identify expansion and new business opportunities. - Build client retention and satisfaction through relationship management. - Rely on success metrics and data to determine action plans. - Work closely with clients and internal teams (Sales, Product, Marketing, Professional Services, and Support) to ensure alignment with clients’ goals & objectives. - Set and reset expectations internally and externally as necessary. Qualifications - Must be a resident of Arizona. - 2 years in an Enterprise CSM role, preferably in a state or local government capacity. - Demonstrated experience reaching and exceeding goals. - Outstanding written and oral communication skills. - Strong online and in-person presentation skills. - Superior business, process management, and negotiation skills. - Ability to build relationships with industry associations and influential contacts. - Ability to use CRM and sales automation and tools to streamline efforts. - Willingness to travel (estimated 10-20%). - Existing industry experience preferred. - PMP Certification preferred and highly desired. Benefits - ClassWallet is a positive, family-oriented team environment. - Focus on encouragement, positive reinforcement, and gratitude. - Excellent salary and benefits commensurate with experience. Company Description ClassWallet, a leading financial technology company in the United States, is seeking to hire an Enterprise Client Success Manager to join our team. ClassWallet is a financial technology company serving agencies delegated responsibility to manage public funds. ClassWallet has processed over $3.5 Billion to date and serves public agencies across 33 states. ClassWallet ranks as the 61st fastest growing software company on the prestigious Inc. 5000 list of fastest-growing private companies and the 21st fastest growing financial technology company on the Deloitte Technology Fast 500 in 2023. While the Company delivers immense business value, the social impact of ClassWallet is a fabric that runs through its mission and corporate culture. This mission compliments the Company mission-based culture with focus on gratitude and work-life balance.

• Own people management end-to-end. Run weekly 1:1s, performance reviews, hiring, and onboarding. Be the manager the team can rely on for clear direction, honest feedback, and real development. • Build and maintain a QA function from scratch. Create a systematic process for reviewing response quality, identify patterns in gaps, and coach the team toward consistently hitting a high bar. • Design and manage team structure. Establish triage tiers, own scheduling across holidays and volume changes, and make sure the team is set up to handle whatever comes in. • Drive continuous process improvement. Identify inefficiencies in workflows and tooling, quantify their impact, and fix them — whether that means building a lightweight solution yourself or writing and managing an engineering ticket to completion. • Create and iterate on SOPs. Document how things should work, monitor whether they're working, and update them when they're not. Build processes that are durable, not just functional. • Translate client patterns into upstream fixes. Spot recurring themes in client questions and complaints, and turn them into clear, data-backed recommendations for the product team — reducing the volume of issues the team has to field in the first place. • Stay ahead of operational issues. When something unexpected breaks figure out the fix and build the safeguard so it doesn't happen again.

Role Description The company is on a mission to make life happier and healthier for autistic and neurodivergent adults. They deliver specialized mental health services for autistic adults, covered by insurance. Their outcomes meaningfully outperform traditional care for autistic adults, with substantially greater improvements in mood, anxiety, and quality of life. The client experience team is crucial to making clients feel supported day-to-day — managing all inbound phone, text, and email support. As the Client Experience Manager, the candidate will: - Lead the client experience team and own the function fully. - Hit SLAs, build out triage structures, manage response quality, and establish SOPs. - Take initiative to fix issues and build processes to prevent recurrence. - Shape the team and culture from the ground up. Qualifications - 5–8 years of experience in client experience or support operations. - At least 1–2 years managing a team directly. - Fluent in support operations: SLAs, ticket workflows, triage structures, and help desk tooling. - Comfortable in ambiguity and resourceful with tooling and systems. - Genuinely care about the clients the team serves. - NYC-based preferred; open to remote for the right candidate. Requirements - Own people management end-to-end: run weekly 1:1s, performance reviews, hiring, and onboarding. - Build and maintain a QA function from scratch. - Design and manage team structure: establish triage tiers and own scheduling. - Drive continuous process improvement: identify inefficiencies and fix them. - Create and iterate on SOPs: document processes and monitor effectiveness. - Translate client patterns into upstream fixes: provide data-backed recommendations. - Stay ahead of operational issues: figure out fixes and build safeguards. Benefits - Unique culture of thoughtfulness, kindness, and high-performance. - Daily team lunches in NYC. - Integration of perspectives from experts, including clinicians and autistic self-advocates. - Team members from prestigious firms and schools. Operating Principles - Clients first: solve real problems for clients, prioritizing their needs. - Find a Way: use ingenuity and determination to achieve goals. - Raise the Bar: grow deliberately by seeking feedback and maintaining high standards. - Be a Good Person: be kind, honest, and respectful to teammates.