Role Description Eulerity is an AI-native marketing automation platform — not a legacy tool with AI bolted on. We serve enterprise brands including Mastercard, UPS Store, Uber Eats, and European Wax Center, automating digital advertising across thousands of franchise and multi-location businesses. We are hiring Customer Success Managers to own the client relationships that sit at the center of what we do. This role is open at multiple levels — we are looking for sharp, curious people earlier in their account management careers as well as senior operators who have run large books of business. Level and compensation will be calibrated to experience. What you will actually do - Serve as the primary point of contact for a portfolio of multi-location and franchise brands. - Run onboarding sessions that set the tone for a long-term partnership from day one. - Build and lead campaign and business reviews that go beyond reporting — surface the real story in the data and come with a clear point of view on what to do next. - Advise clients on cross-channel strategy across Google Search, Meta (Facebook / Instagram), YouTube, Display, and emerging channels — connected to their actual business objectives, not just their media budget. - Partner closely with Technical Account Managers to monitor delivery, proactively analyze performance, and optimize campaigns. - Identify and pursue expansion opportunities within your book of business — thoughtful upsell, not checkbox upsell. - Be the internal voice of your clients: work cross-functionally with Product, Engineering, and Marketing to resolve issues and make sure what we promise gets delivered. - Help clients understand and use the full depth of the Eulerity platform, staying ahead of industry shifts so they do not have to. Qualifications - 2–4 years of customer service experience for junior level; 8+ years for senior level in digital marketing based account management. - Hands-on familiarity with paid digital channels: Google Ads, Meta, Display, YouTube, or similar. - Experience working with multi-location or franchise brands is a strong plus. - Comfort turning performance data into a clear narrative and a concrete recommendation. - Strong communication skills; able to educate and train clients at varying levels of digital sophistication. - Highly organized, with the ability to manage multiple priorities in a fast-moving environment. - Proficiency with Excel, PowerPoint, and Word. - Out-of-the-box thinker with a problem-solving, consultative approach. Benefits - Comprehensive benefits - Medical - Dental - Vision - Unlimited PTO - Commuter benefits - 401(k) with company match - Summer Fridays - Remote Compensation Our salary ranges are based on paying competitively for our company's size and industry, and are one part of the total compensation package that also includes benefits, perks, and other opportunities at Eulerity. This role is open for multiple levels (junior and senior) with an expected salary range between $70,000 and $120,000. Specifically, $70,000 is the starting salary for the junior level with 2-4 years of experience, and $120,000 is for senior operators with 10+ years of experience. IMPORTANT 🛑 PLEASE FILL THIS FORM. If link doesn't open, please copy paste this link in your browser: https://forms.gle/Hsd4rfKtMcS1A8ay8 . Only applications with a completed questionnaire will be considered.

• Serve as the primary point of contact for CPQ (Configure-Price-Quote) support on the CS side—troubleshooting quoting issues, managing cases promptly, and ensuring a seamless quote-to-cash process • Own and execute a comprehensive Gainsight overhaul—audit, debug, and rearchitect our Customer Success platform to align with customer journey best practices and drive adoption, renewal, and expansion outcomes • Build and maintain lifecycle processes, playbooks, and automation rules in Gainsight that support customer outcomes and business growth • Assist with end-of-quarter CS compensation reports and audit process • Create and coordinate key reporting for leadership, translating data and insights into executive dashboards on customer adoption, renewals, expansions, and churn • Partner with Product and Data teams on usage analytics initiatives to provide visibility into customer health and inform the adoption journey • Support internal change management activities for standard processes and tools across customer-facing teams • Understand and prioritize the needs of Customer Success, Support, Onboarding, and Customer Marketing teams to inform a cohesive operational strategy

- Help customers with their trading and administrative issues to full resolution in a pro-active manner to ensure customer experience remains positive. - Be aware of financial market news and upcoming events to be anticipatory and informative with the customer base to deliver a higher-than-expected service. - Update all records of client interactions in the CRM and associated systems throughout the day and to departmental standard. - Ensure that you act with adherence to all relevant regulatory requirements.

• Drive Customer Success outcomes • Lead your team to deliver outstanding experiences that drive strong customer retention, expansion, adoption, and referrals • Increase customer lifetime value through success plans, customer satisfaction, and overall health scores • Leverage reporting to develop data-driven insights and success plays based on customer behavior • Drive a proactive NPS, at risk program, and other initiatives and measures to prevent customer attrition • Sponsor customer escalations by working with the customer and teams across the company to address the issue in a mutually beneficial way. • Drive a standardized, proactive outreach and reactive interventions for various points in the journey by identifying opportunities to encourage feedback loops and continuous improvement. • Be a customer champion through collaboration with other organizational leaders to incorporate customer needs and requests into insightsoftware's defining business objectives • Partner with peers to scale processes in on boarding, training, success management, support, and customer advocacy • Increase opportunities for expansion and up-sells by creating a bridge between Account Management, Direct Sales, Professional Services, and Customer Success teams • Develop and present metrics to measure the effectiveness of Customer Success in meeting company and team goals. • Ensure team adherence to governance policies and effective use of internal CRM systems to accurately reflect the status of customer accounts, thereby influencing downstream reporting requirements. • Regularly extract and analyze data to generate renewal forecasts, identify issues, and proactively implement corrective action plans.