Role Description The Senior Client Manager partners closely with Producers and Client Executives to manage and service a book of employee benefits clients. This role is responsible for renewals, vendor marketing, plan analysis, compliance support, open enrollment, and ongoing client relationship management. The ideal candidate brings strong employee benefits brokerage experience, consultative client skills, and the ability to manage complex accounts in a fast-paced environment. Key Responsibilities - Serve as the primary client contact and subject matter expert for employee benefits accounts - Manage day-to-day client service, escalations, and complex coverage or compliance inquiries - Analyze client census and experience data for new and renewal business - Conduct carrier marketing, obtain quotes, compare plan designs, and evaluate alternatives - Present recommendations to clients, including senior HR and leadership stakeholders - Negotiate premiums, plan terms, and commissions with carriers and vendors on behalf of clients - Lead open enrollment planning and execution, including employee communications - Prepare client presentations, proposals, and benefit summaries - Support Producers with sales activities and new business development - Maintain accurate documentation in agency management systems and CRM tools Core Competencies - Client Service & Consulting - Employee benefits strategy and advisory support - Medical, dental, vision, life, disability, and ancillary benefits knowledge - Carrier negotiation and vendor management - Compliance support related to state and federal regulations - Leadership & Collaboration - Partner effectively with Producers, Client Executives, and service teams - Mentor junior staff and support team workflows - Manage multiple deadlines, priorities, and client deliverables Qualifications - 5+ years of experience in employee benefits account management with a brokerage, consulting firm, or health insurance carrier - Strong understanding of benefits renewals, plan design, and carrier markets - Experience supporting mid-market or large group employee benefits clients preferred - Proficiency with Microsoft Excel, Word, and PowerPoint - Ability to thrive in a deadline-driven, client-facing environment - Excellent communication, organization, and problem-solving skills Licenses & Certifications - Active California Life & Health Insurance License required - Professional designations such as CEBS, PHR, BGA, or CLU preferred Compensation The national base salary range for this position is $100,000 – $125,000, exclusive of bonuses or benefits. Final compensation will be based on experience, skills, certifications, location, and internal equity. Benefits - Generous paid time off and company holidays - Paid parental leave and family-supportive benefits - 401(k) with company match - Medical, dental, vision, wellness, and EAP programs - Professional development, tuition reimbursement, and mentorship - Employee recognition programs and referral bonuses - Employee Resource Groups and inclusive culture Equal Opportunity Employer EPIC embraces diversity in all its forms and is committed to creating an inclusive work environment where every employee feels valued, respected, and empowered. California Applicants View your privacy rights here: Privacy Notice

• Own the delivery of custom integrations and partner-driven solutions, ensuring timelines are met and revenue opportunities are realized • Drive the successful rollout of new and evolving product capabilities, including configuration, setup, and backfill required to make them customer-ready • Act as the bridge between Product and Engineering to ensure what is built is fully usable in real-world customer environments • Support PM-led standard integrations by coordinating execution, resolving dependencies, and ensuring smooth delivery from build to launch • Serve as the escalation point for Rockerbox Implementation Specialists on complex or non-standard delivery scenarios • Lead delivery for new or customized product use cases, working closely with Customer Success to incorporate customer context and resolve conflicts • Identify and close gaps between product functionality and customer usage, especially in edge cases or early-stage features • Improve the speed, reliability, and scalability of product delivery through better processes and coordination

• Support cost management services on large-scale data center construction projects. • Assist in the preparation of detailed cost estimates covering construction, fees, and other project costs. • Support value engineering exercises and risk assessments. • Maintain project budgets, spend forecasts, and commercial risk registers.

Role Description The Customer Success Manager (CSM) is responsible for customer retention and loyalty and upsell to the Transflo product and services suite. The CSM interacts closely with sales, operations, and support teams ensuring customer satisfaction by providing flawless implementation and customer-specific product and services training. The CSM is responsible for creating and maximizing product and services add-on opportunities. - Creating and optimizing the customer experience while aligning with the sales team to ensure that agreed upon services are implemented. - Collect feedback from customers on areas of difficulty and strive to course correct implementation of the Transflo solutions on the spot, including solutions that veer from standard processes. - Work with all territory and internal team members/departments to maintain a retention metric. - Be accountable for maintaining acceptable churn in the territory. - Upsell additional products and services both directly and via the territory sales team, driving incremental revenue. - Become fluent in all Transflo products and services with the ability to provide customer support and/or training as requested. - Analyze customer business needs and objectives and align with the Transflo offerings. - Maintain routine check-ins and business reviews with customers. - Work closely with cross-functional teams such as Engineering, Product, Sales, and Marketing to convey the voice of the customer internally. - Clear communicator with professional presence. - Other duties as assigned by VP of Customer Experience. - Adhere to all department and company processes, policies, and procedures. - Adopt and support company mission, vision, values, and strategy. Qualifications - 5+ years of experience in a customer success role. - Experience obtaining a deep understanding of customer business challenges - identify and propose solutions which will address their needs. - Ability to interact with internal/external teams at various levels. - Experience in client-facing roles. - Proven record of putting the customer first, establishing trust, and delivering on promises. - A demonstrated track record of maintaining customer retention rates, high levels of customer satisfaction, and for creating customer experiences. - Work with clients through every stage of their journey (onboarding, adoption, maturity), with the goal of growing their lifetime value and product adoption. - Ability to think quickly on your feet and answer unexpected questions with ease. - Strong listening skills; open to input from other team members and departments. - Experience in Salesforce and Customer Relationship Management (CRM). Physical Demands - General Office Demands.