• Act as outward facing resource for assigned accounts with daily interactions with clients, consultants, brokers and leaders both internal and externally. • Responsible for managing the day-to-day operational functions of multiple customers in the areas of Implementation/onboarding new customers, escalated member/client concerns, benefit design setup and changes, product/program implementation and other service delivery projects to ensure operational quality and client satisfaction. • Work closely with Account Executives to build relationships and fully represent client(s) internally and also represent to the client(s), consultants, brokers and all external entities. • Collaborate with multiple layers of operational teams in a complex matrix driven organization to ensure quality service delivery for the clients you serve. • Prioritize multiple tasks in a fast paced complex environment. • May require travel nationally up to 25%.

• Do you enjoy working with customers, organizing projects, and turning ideas into reality? • Are you looking for a role that values your creativity and gives you the flexibility to work from anywhere? • Apply now!

Role Description We’re looking for an experienced, relationship-driven Customer Success Manager (CSM) who is passionate about helping educational institutions realize the full value of their investment in our solutions. The ideal candidate thrives at the intersection of customer partnership and commercial impact—someone who builds trusted relationships, drives adoption, and proactively identifies opportunities for growth through renewals, upsells, and cross-sell referrals. - Own customer retention and growth: Secure renewals and identify opportunities for expansion and referral-based cross-sells within assigned accounts. - Drive adoption and outcomes: Ensure customers are achieving measurable value from our solutions by developing success plans, sharing best practices, and leading data-driven business reviews. - Build trusted relationships: Engage stakeholders across all levels of the institution—from administrators and faculty to executive leadership—to strengthen advocacy and partnership. - Act as the customer’s voice: Represent customer feedback internally to Product, Marketing, and Sales teams to inform roadmap and go-to-market strategies. - Collaborate to win: Partner closely with Account Executives, Solutions Consultants, and Marketing to deliver a seamless customer experience from onboarding through renewal. - Monitor health and engagement: Leverage customer insights, usage data, and satisfaction metrics to proactively address risks and ensure long-term success. - Champion customer advocacy: Identify and nurture advocates who can participate in case studies, references, and peer community events. Qualifications - 5+ years of experience in Customer Success, Account Management, or a similar client-facing role within SaaS or EdTech. - Proven track record of meeting or exceeding renewal, upsell, and customer satisfaction targets. - Strong ability to build and maintain executive-level relationships within higher education institutions. - Deep understanding of the education technology landscape and the unique challenges of teaching, learning, and academic integrity. - Excellent communication, presentation, and storytelling skills—able to articulate value and outcomes clearly to diverse audiences. - Highly organized, data-driven, and adept at managing a portfolio of accounts with discipline and empathy. - Proficiency with CRM and Customer Success tools (e.g., Salesforce, Gainsight, Totango, etc.). - A collaborative teammate with a growth mindset, resilience, and a passion for education. Requirements - The expected annual base salary range for this position is: $77,700/year to $129,500/year. This position is commission-based. - Actual compensation will be provided in writing at the time of offer, if extended, and is determined by work location and a range of other relevant factors, including but not limited to: experience, skills, degrees, licensures, certifications, and other job-related factors. - Internal equity, market and organizational factors are also considered. Benefits - Remote First Culture - Health Care Coverage - Education Reimbursement - Competitive Paid Time Off - Self-Care Days - National Holidays - 2 Founder Days + Juneteenth Observed - Paid Volunteer Time Off - Charitable Contribution Match - Monthly Wellness or Home Office Reimbursement - Access to Employee Assistance Program (mental health platform) - Parental Leave - Retirement Plan with match/contribution

Role Description AO Globe Life is actively hiring professionals to support individuals and families across the United States as they explore important coverage options that help protect their financial futures. This fully remote opportunity is ideal for individuals seeking flexibility, purpose-driven work, and long-term professional growth. Whether you are beginning your career or transitioning into a new field, comprehensive training, mentorship, and a supportive team environment are provided to help you succeed. - Conduct scheduled virtual consultations with individuals and families via Zoom - Help clients understand available coverage options based on their needs - Guide members through the onboarding and enrollment process - Maintain accurate digital records and follow-up communication - Provide ongoing client support and professional service - Participate in weekly training sessions, team meetings, and development calls Qualifications - Strong communication and interpersonal skills - Self-motivated and organized professionals comfortable working independently - Individuals familiar with virtual communication platforms and digital systems - Customer service, consulting, or client-facing experience is helpful but not required - Legally authorized to work in the United States - Access to reliable internet and a Windows-based laptop or PC with webcam Benefits - Fully Remote Work: Work from anywhere in the United States without commuting. - Flexible Scheduling: Structure your workday in a way that supports your lifestyle. - Pre-Qualified Client Consultations: Connect with individuals who have requested information. - Training & Professional Development: Receive structured onboarding, licensing support, and ongoing mentorship. - Leadership Advancement Opportunities: Clear pathways for growth into mentorship and leadership roles. - Supportive Team Culture: Collaborate within a service-focused environment that values integrity and growth. Company Description For more than 70 years, AO Globe Life has partnered with labor unions, credit unions, and veteran organizations to support working families nationwide. Our remote-first organization is built on service, integrity, and long-term career development. If you are ready to begin a career that combines flexibility, purpose, and professional growth, we encourage you to apply and learn more about joining the AO Globe Life team.