• Assist the broader Sales Excellence team and outside sales professionals • Create and maintain accurate data within Salesforce.com including accounts, opportunities, and contacts • Perform conflicts checks • Assist sales with submitting quotes within internal system • Coordinate assignments for project managers • Liaise with the forensics team and submit tickets within internal system • Prepare litigation profiles for sales • Assist with billing inquiries/issues • Prepare and submit simple cost estimates for clients • Manage contracting process including document creation from templates, submitting contracting requests, coordinating with internal and external stakeholders, and contract negotiation support • Create and ensure proper setup of new projects within internal systems • Coordinate with sales, project management, collections, operations, and billing teams to ensure seamless delivery of services • Proactively identify opportunities to take on tasks that free the outside sales professionals to interact more with clients and prospects • Perform other related duties as assigned

Role Description We are looking for a Customer Success Manager (CSM) to join our Customer Experience team. In this role, you will be responsible for the success, growth, and satisfaction of RocketRez’s customer accounts, while maintaining lasting relationships. You are the central point of contact for understanding customers’ needs, advising, and delivering success. This role is ideal for someone with a strategic mindset who enjoys aligning business goals with growth opportunities and driving engagement. Location: This role is based in Canada (Remote) Responsibilities - Serve as the primary relationship owner for a portfolio of key customers, fostering long-term partnerships, while coordinating cross-functional teams to drive successful launches and ongoing satisfaction. - Develop and execute a proactive customer contact strategy that drives renewals, product adoption, training, and revenue growth (i.e., QBR’s). - Own hands-on configuration, setup, and operational tasks for customers, bridging gaps where self-serve capabilities are still evolving and ensuring customers get value quickly. - Monitor customer health and usage trends across the portfolio, identify at-risk renewals early, and lead remediation plans in partnership with internal teams. - Act as the customer advocate and escalation point, ensuring timely, effective resolutions while collaborating cross-functionally to drive product enhancements. - Establish a Voice of Customer feedback loop, synthesizing themes and channeling insight to CX leadership and Product Management. - Develop deep expertise across RocketRez products and stay current with updates, serving as a subject-matter expert in key product areas. - Bring curiosity and a growing technical fluency to the role, including interest in learning how AI tools can be applied to deepen customer insight, streamline workflows, and scale our impact. - Follow established customer success processes, capturing activities in CS and Service Desk tools while recommending improvements as the function matures. Qualifications - Experience in Customer Success, Account Management, or a similar client-facing role within a SaaS or technology company. - Strong ability to manage multiple projects simultaneously while maintaining attention to detail. - Ability to build and nurture trusting relationships with key stakeholders at mid-to-large enterprise customers. - Comfortable working in a fast-paced, rapidly evolving environment, with strong prioritization and problem-solving skills. - Excellent written and verbal communication skills, with the ability to clearly articulate customer challenges and solutions. - Proficiency in Microsoft Office Suite, particularly PowerPoint and Excel. - High-energy, proactive, and self-motivated with a passion for continuous learning and improvement. Benefits - At RocketRez, we believe People Come First, and that includes every team member. - We’re building an environment where each person is empowered to do their best work. - Diversity adds value to everything we do; we hire from and for a wide range of backgrounds to bring unique perspectives to our team. - Generous paid time off because we know a healthy work-life balance is key. - Retirement benefits, health insurance, and supportive parental leave. Company Description We have team members located in Canada, the U.S., and Ecuador. Our Core Values: - Win with Integrity - Honest Dialogue Always - Assume Positive Intent - People Come First - Continuous Improvement Mindset - Teamwork Drives Results We are beyond excited that you are interested in joining our team and can’t wait to meet you!

Title: Receptionist Wage Information: The wage range for this position is $16.90/hr - $20.28/hr, dependent on prior work history and experience Employment type: Part-Time Job Category: Admin - Clerical Location: Camarillo CA, 93010 Community: Las Posas Req ID: 2026-277951 Job Description: Responsibilities - Answers incoming telephone calls in a cheerful and marketing oriented way, determines purpose of callers, and forwards calls to appropriate personnel or department. - Retrieves messages from voice mail and forwards to appropriate personnel. - Takes and delivers messages or transfers calls to voice mail when appropriate personnel are unavailable. - Answers general questions about the community and provides callers with address, directions, and other information and refers other specific questions to appropriate staff. - Welcomes on-site visitors, determines nature of business, and announces visitors to appropriate personnel. - Coordinates guestroom reservations. - Maintains current list of residents who are hospitalized. - Updates appointment calendars, including transportation and beauty calendars, as directed. - Receives, sorts, and routes mail, and maintains and routes publications. - Distributes written communication, accepts and signs for deliveries (mail, prescriptions, etc.). - Maintains copy and fax machines, assists users, sends faxes, and retrieves and routes incoming faxes. - Creates and prints fax cover sheets, memos, correspondence, reports, and other documents when necessary. - Performs other clerical duties as needed, such as filing, photocopying, and collating. - Orders, receives, and maintains office supplies. - Collects rent checks from residents and family members and provides needed information to bookkeeping for billing. - Collects money for store purchases and meal tickets, etc. - May drive company vehicle from community to social and other various destinations (only if required by community). - May perform other duties as assigned. Qualifications - High school diploma or general education degree (GED); or one to three years related experience and/or training; or equivalent combination of education and experience. - Basic First Aid and CPR certification where required. - Must successfully complete all Atria specified training programs. - Able to read and comprehend simple instructions, short correspondence, and memos. Able to write simple correspondence. Able to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. - Able to add and subtract two digit numbers and to multiply and divide with 10’s and 100’s. - Able to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Able to deal with problems involving a few concrete variables in standardized situations. - Able to operate: telephone, emergency call system, monitoring board or beeper, photocopier. Able to work various schedules and shifts as needed. We create communities where employees thrive in their work, helping our residents thrive in their homes. Atria Senior Living’s family of brands has openings for individuals looking for a career with outstanding benefits, including: - Paid holidays and PTO - Employees may receive annual anniversary rewards dependent on classification, starting at $500 for Full Time employees - Employees may be eligible to receive an Annual Scores Reward of $500 (Full Time) or $250 (Part Time) based on community survey results - Benefits package also includes Health, Dental, Vision, and Life Insurance - Retirement Savings Plan / 401(k) employer match - Tuition reimbursement (U.S Based Communities) *Enrollment in benefits varies by employee classification; anniversary reward amounts vary by location As a valued team member at Atria, you’ll work in a supportive environment that provides advancement opportunities and promotes a healthy work-life balance. Apply now!

• Provide professional live support assistance to clients worldwide • Respond to client emails and support account opening, amendments and account maintenance processes • Handle back-office and client-related queries in a timely manner • Promote company products and services to prospective and existing clients • Identify sales opportunities and proactively engage clients to drive conversions and retention • Build and maintain strong relationships with prospective and existing clients • Follow up with leads and assist clients throughout the onboarding process • Support clients with technical and troubleshooting issues related to trading platforms • Deliver high-quality customer service and ensure client satisfaction at all times • Liaise with internal departments to resolve client issues efficiently • Maintain professional telephone etiquette and communication standards • Contribute to team goals and achieve targeted sales and service results.