• Serve as a strategic partner to district and school teams, ensuring program success and long-term growth • Lead onboarding for new clients, setting clear expectations, timelines, and milestones • Own and manage your book of business: develop territory plans to support account health, renewals, and expansion opportunities • Synthesize client feedback to provide meaningful insights to internal teams & senior management • Lead renewal and upsell efforts, identifying opportunities to grow partnerships based on client goals and outcomes • Proactively identify at-risk accounts and partner internally to mitigate churn • Build trusted, collaborative relationships across internal teams to align on partner needs and deliver seamless client experience

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Own a high-impact function within a growing startup. - Help shape how the brand connects with users, creators, and restaurant partners - Move fast, test ideas, and lead with creativity - Join a collaborative, ambitious team that values autonomy and original thinking Benefits - Competitive compensation and 100% covered healthcare, dental, and vision benefits for employees - Remote work: Our team works remotely across the US but primarily PST time zone; we travel together several times a year for company kick-offs and mid-year meetings. - PTO: 15 days per year, plus additional PTO between Christmas and the end of the year (25th Dec - 31st Dec). Additionally, we recognize 11 public holidays per year. - Medical, Dental & Vision: We cover 100% of Medical, Vision, and Dental insurance costs for employees. - 401(k) - Equipment: Computer & technology equipment applicable to your role. - Monthly Stipend: To help cover some home office expenses. Salary The pay range for this role is: 70,000.00 - 80,000.00 USD per year Base Salary with an OTE of 120,000.00 USD.

• You will own a portfolio of school and district relationships and be responsible for driving the following measurable outcomes: • Manage a multimillion dollar portfolio while maintaining a Net Revenue Retention (NRR) rate above target through strategic price increases and seat expansion. • Drive active usage across your districts by delivering high-impact training and implementation strategies and creating compelling support materials. • Identify at-risk accounts and execute intervention playbooks to maintain a gross churn rate below company thresholds. • Build deep trust with district executive leadership, managing accounts with individual ARR values of six-figures or more through data-driven storytelling and consultative selling. • Contribute high level insights to the Customer Success playbook, driving cross functional strategy in leadership meetings.

• For newly onboarded MAs, input all required data into the master spreadsheet and notify leadership when CSM assignment is needed. • For terminated MAs, update termination dates, remove access from dashboards, and ensure records are fully reconciled. • Identify all brokered loans and confirm correct investor setup in TM. • Gather first payment letters and distribute them to the appropriate CSMs and loan teams. • Prepare, validate, and send transfer letters with accurate loan and servicer information. • Monitor CSM email inboxes for recurring servicing inquiries (e.g., payment setup issues). • Respond on behalf of the CSM using previously sent documentation, reducing duplicate client outreach and improving response times. • Escalate only non-standard or unresolved servicing issues to the appropriate CSM. • Send client-facing and internal emails on behalf of CSMs, ensuring accuracy, consistency, and timeliness. • Manage and distribute launch call emails for each team, including servicer-specific loan numbers. • Operate directly within CSM email accounts so CSMs can remain client-facing and focused on live calls. • Send client text messages on behalf of CSMs using the Spoke phone system. • Ensure correct Mortgage Advisor alignment, time-zone awareness, approved messaging templates, and brand-compliant formatting. • Support ongoing process improvements and system enhancements, including transition of manual tasks as Gallus functionality is expanded. • Identify repetitive inquiries or inefficiencies and flag opportunities for automation or documentation improvements.