• Develop and execute a comprehensive, multi-year revenue strategy aligned with organizational goals and growth targets • Drive significant expansion of revenue across major donors and institutional funders • Cultivate and maintain relationships with high-net-worth individuals and institutional funders • Advance multi-year, seven- and eight-figure principal gifts, partnerships, and funding opportunities • Develop and execute a Capital Campaign strategy for the organization • Partner with the CEO and CRO to establish clear revenue targets, pipeline development strategies, and forecasting discipline • Build systems and processes to ensure consistent donor qualification, cultivation, solicitation, stewardship, and engagement • Analyze and manage fundraising campaigns to ensure they meet established targets and are executed effectively • Collaborate with cross-functional teams to align philanthropic strategies with organizational priorities and initiatives • Personally manage, solicit, and steward a portfolio of top-tier donors and prospects • Partner closely with the executive team and Board of Directors on donor engagement and fundraising strategy • Develop and execute tailored cultivation strategies that align donor interests with American Forests’ priorities • Serve as a strategic partner to the CEO in advancing top-tier donor relationships, philanthropic growth • Prepare the CEO for high-stakes donor interactions, including briefing materials, strategy, and follow-up • Co-develop and execute solicitation strategies for principal gifts, including direct participation in donor meetings and asks • Ensure strong coordination across executive leadership to present a cohesive and compelling case for support • Oversee foundation fundraising strategy and engagement, including national, regional, place-based opportunities, and select corporate partners • Grow and strengthen relationships with key philanthropic institutions and public funders • Increase complex gifts, including multi-year commitments, restricted funding, and blended funding models, and increase multi-year flexible funding commitments • Partner with Finance and Program teams to ensure proposals are fully scoped, costed, and aligned with organizational priorities • Proactively identify, qualify, and cultivate new high-capacity donors • Leverage personal and professional networks to open doors and expand the prospect pipeline • Engage Board members and senior stakeholders in donor identification and relationship development • Represent American Forests at high-level events, convenings, and donor forums

Role Description Vocantas is looking for a relationship-driven Technical Account Manager to own and grow a portfolio of Enterprise and Mid-Market healthcare SaaS customers. This is a highly collaborative and customer-facing role where you'll lead onboarding, manage strategic customer relationships, drive retention efforts, and proactively support customer success throughout the full lifecycle. You'll join the team during an exciting period of transformation as Vocantas evolves toward an AI-augmented customer experience model — a unique opportunity to help shape processes, playbooks, and customer success operations while making a direct impact on customer outcomes and long-term growth. Location: Remote (Canada) What You’ll Own - Customer Relationship Management - Serve as the primary point of contact for Enterprise and Mid-Market customers throughout the full customer lifecycle. - Build strong customer relationships through proactive communication, strategic guidance, and regular engagement. - Conduct structured Quarterly Business Reviews (QBRs) focused on customer outcomes, adoption, and future planning. - Customer Success & Escalation Management - Lead onboarding activities for Enterprise customers, including milestone planning, progress tracking, and adoption support. - Identify at-risk accounts early through customer signals, usage trends, and engagement patterns, and proactively drive recovery plans. - Partner with customers to resolve escalations, manage detractor situations, and ensure a positive customer experience. - Cross-Functional Collaboration & Operational Excellence - Collaborate closely with Product, Engineering, Support, and Sales teams to address customer needs and drive successful outcomes. - Track customer commitments, open action items, and internal follow-ups through to completion. - Contribute to the development of customer success playbooks, processes, and AI-supported workflows as the team continues to scale. Qualifications - 3–5 years of experience in Customer Success or Technical Account Management within a B2B SaaS environment. - Strong experience managing customer relationships, escalations, renewals, and onboarding initiatives independently. - Excellent project management and organizational skills, with the ability to manage multiple priorities simultaneously. - Experience working cross-functionally with Product, Engineering, Support, and Sales teams. - Strong CRM documentation habits and a proactive, customer-first mindset. Requirements - Experience working in healthcare SaaS environments. - Familiarity with customer success platforms such as Vitally, Intercom, Salesforce, or similar tools. - Experience working within scaling organizations where processes and tooling are actively evolving. Benefits - The salary for this role is $70,000 CAD per year, plus a semi-annual bonus opportunity. Final compensation will be determined based on experience, skills, and qualifications. Join Us If you're passionate about customer relationships, strategic problem-solving, and helping shape the future of customer success in healthcare SaaS, we'd love to hear from you. We use AI-powered tools (including transcription and automated note-taking) as part of our interview process to support a consistent and thorough candidate experience. Fluent Software Group is committed to building diverse, equitable, and inclusive teams. We welcome applications from candidates of all backgrounds, identities, and experiences, and all qualified applicants will be considered without regard to race, gender, age, disability, religion, sexual orientation, or any other protected characteristic.

• Lead, coach, and develop a team of Account Managers • Own the overall health and commercial performance of the team's account portfolio • Drive a culture of proactive upsell and cross-sell activity within the team • Oversee the commercial relationships with assigned channel partners • Serve as the primary escalation path for your team when support, delivery, implementation, or billing issues arise • Build the cross-functional relationships with Customer Care, Delivery, and Billing teams

Role Description The role of the Team Lead is to be an advisor, coach, and mentor as well as to provide direct supervision to a team supporting designated product line(s). The Team Lead is expected to exhibit & utilize the leadership skills and characteristics to guide direct reports to expand client relationships & satisfaction. The position is responsible for managing and onboarding new hires, providing coaching, guidance, and implementation of program policy/procedures for the department, as well as maintaining their own customer accounts. Essential Duties - Client - Understand client needs and propose appropriate solutions. - Be responsible for Customer Retention for assigned accounts and ensure they are aware of and utilize enterprise products and services through regular account reviews. - Responsible for strengthening and maintaining client relationships through regular communication. - Work with AR accounts that are nearing or are past due to develop a payment plan and follow through. - Maintain a high level of customer satisfaction as measured by feedback on CSATs and Net Promoter Scores. - Facilitate training to customers as needed to include product refreshers, updates, and new installations, online or onsite as needed. - Ensure all new installations are progressing in accordance with customer expectations and timelines. - Understand and review account performance and ensure timely communication of any gap closure efforts. - Territory - Proactively manage and maintain accounts within the assigned territory. - Create and manage territory plans that deliver on all goals & objectives. - Ensure that accounts in the assigned territory are visited as required per the KPI’s. - Have an updated knowledge of territories changing grants, bills, or proposed changes that affect customer’s needs. - Work closely with Sales Team to establish regularly scheduled meetings, Touchpoints, Inventory Audits and all other program needs. - Build and manage strong relationships with decision-makers and key influencers within assigned territories. - Direct Reports - Lead, coach, mentor, and motivate individuals to maintain a high level of customer satisfaction as measured by feedback on CSATs and Net Promoter Scores. - Ensure that CSM maintains customer visits as required per the KPIs. - Manage travel & expense to meet targets and leverage investment in the territory. - Implement initiatives designed to drive awareness and education/knowledge of our solutions & products. - Ensure all new installations are progressing in accordance with customer expectations and timelines. Qualifications - Proven Account or Client Management experience. - Demonstrated ability to communicate, present, and influence credibly at all levels of the organization, including executive and C-level. - Ability to analyze data and reports that may range in complexity. - Ability to effectively coach and lead others. - Ability to review, compile, and present data for court purposes. - Advanced Customer Service Skills. - Experience in delivering client-focused solutions based on customer needs and feedback. - High degree of problem-solving, conflict resolution, and negotiation skills. - Excellent oral written and presentation skills. - Strong data/information analysis and integration skills. - Ability to effectively manage time and information with minimal supervision. - Ability to identify, prioritize and respond to multiple and conflicting tasks. - Ability to work under pressure, in an energized, entrepreneurial, and fast-paced environment with minimal supervision. - Ability to certify on all CM required courses on an annual basis. Requirements - High school diploma or GED. - Minimum 5 years of direct business to business sales to include: - Minimum 3 years of quota carrying territory sales experience. - 18 months of directly related work experience focused on driving strategic sales initiatives, RFP development and response, business analytics and to resolve issues and contribute to overall enterprise success. - High proficiency in MS Office (Word, Excel, PowerPoint) with proven ability to distill complex topics to models and presentations to drive decision points. Preferred Qualifications - Bachelor’s Degree in Business, Finance, Communication or relevant field of study. - Previous Supervisory Experience leading a geographically dispersed workforce. - RFP / Proposal experience. - Experience using Salesforce. - Maturity to drive complex topics with high EQ in challenging environments. - Ability to understand different team members and coach, and mentor appropriately. - Strong client and account management relationship management skills. - Ability to work well in an energized, fast-paced, entrepreneurial, and collaborative environment. - Proficiency in Microsoft Office (Word, Excel, PowerPoint), & capable of learning new technology. - Relevant work experience in technology, corrections, or offender monitoring industry (preferred). - Expected to provide 24/7 support to customers when necessary. Physical Requirements - While performing the duties of this job, the employee is regularly required to: stand, sit, talk, hear, and use hands and fingers to operate a computer, telephone, and a variety of office equipment. - Occasionally may need to reach, stoop, or kneel. - Up to 50% Travel for customer meetings, Industry events or other requests. Salary and Benefits - Salary range based on experience and qualifications: $101,102.00 - $115,256.00 per year. - Eligible for $255 to purchase company equipment (keyboard, monitor, headset, etc. (if applicable). - Health Insurance. - 401(k). - Disability. - Life Insurance. - Paid Time Off. - Voluntary Benefits.