• Ensure every signed contract translates into realized client value by leading a world-class post-sales organization across Customer Success, Professional Services, and Support - driving seamless implementation, strategic adoption, retention, and measurable outcomes globally. • Provide strategic leadership for the Customer Success, Professional Services, and Technical Support functions globally. • Own the global strategy for renewals and expansion to consistently drive Gross Revenue Retention (GRR) and Net Revenue Retention (NRR). • Establish health scoring, early warning systems, and proactive intervention playbooks to reduce churn risk. • Build a scalable, segmented CS model - high-touch for strategic/key accounts and tech-touch for SMB/Mid-Market. • Direct the Professional Services organization for efficient implementation and rapid time-to-value across new and existing clients. • Drive PS revenue, utilization, and margin performance with strong project governance, risk management, and escalation protocols. • Oversee the global Technical Support function, ensuring timely, high-quality problem-solving and industry-leading support ratings. • Define and enforce SLAs, CSAT targets, and resolution benchmarks across all tiers and channels. • Implement support tooling, AI-assisted workflows, self-service resources, and knowledge programs to improve efficiency and deflect low-complexity tickets. • Recruit, develop, and retain leaders and individual contributors across all three functions, fostering a unified Client Delivery culture and clear career paths. • Collaborate with Sales to decrease ramp time, increase win rates, and align on renewal strategy and expansion pipeline. • Partner with Product to surface customer feedback and close the loop on product gaps; engage the VP Solutions on implementation scoping and pre-sales commitments. • Maintain executive-level dashboards tracking NRR, CSAT, time-to-value, ticket volume/resolution, and utilization. • Report regularly to the executive team and board on customer health, retention performance, and delivery capacity.

• Drive global revenue growth by leading a pre-sales organization that translates client business challenges into strategic value propositions. • Lead and develop a world-class global team of Solution Engineers responsible for technical discovery, demonstrations, POC execution, and RFP/RFI responses. • Standardize global POC execution and demo excellence to maximize win rates and shorten time-to-close. • Define SE engagement models, coverage ratios, and capacity planning across enterprise, mid-market, and strategic segments. • Lead a team of Industry Experts (vertical SMEs) across key industries (e.g., Financial Services, Healthcare, Manufacturing, Retail) and embed them in high-value pursuits to elevate credibility and tailor solution narratives. • Build horizontal/vertical solution frameworks, use case libraries, and ROI models; stay ahead of industry trends and regulatory shifts. • Align pre-sales strategy with global sales and marketing objectives to accelerate pipeline velocity and deal progression. • Elevate the commercial impact of demos by shifting the narrative from product features to business value and ROI. • Direct the strategic approach for overcoming enterprise-level technical, security, and compliance objections in high-stakes sales cycles. • Own pre-sales pipeline contribution metrics including influenced ARR, win rate, POC conversion, and deal acceleration. • Partner with Marketing on thought leadership, case studies, business assets, and competitive battlecards. • Channel field insights and competitive gaps into the product roadmap with Product and Engineering. • Collaborate with the Senior VP Client Delivery to align pre-sales commitments with delivery capabilities and avoid scope misalignment. • Mentor and scale a high-performing, commercially minded solutions team tailored to global enterprise accounts. • Build clear career tracks and competency frameworks for both technical (SE) and domain (industry expert) paths. • Deliver onboarding, continuous education, and certification programs to keep the team sharp on product and industry knowledge. • Track pre-sales performance metrics including SE coverage, POC win rates, time-to-technical-win, and field feedback loop velocity. • Oversee tools and assets used by the pre-sales team (demo environments, sandbox infrastructure, asset libraries, RFP tools). • Establish governance around POC scope, resource allocation, and escalation paths.

Title: AVP, Retail Strategy Location: Virtual• Austin, TX, USA Req #269 Job Description: About Us: We’re a fast-growing, privately held insurance company on a path to becoming a leading U.S. retail platform. We believe every client and customer relationship holds the potential to become something great, and the same is true for our people. As we grow, we’re redefining how great talent connects with meaningful work, enabling our ambitious strategy while building a culture of high performance, creativity, and partnership. If leading national financial institution relationships, driving enterprise-level growth strategies, and building high-performing teams across life insurance and annuities distribution excites you, this role offers the opportunity to make a meaningful impact. About the Role: We’re looking for an Assistant Vice President, Retail Strategy responsible for supporting the development, coordination, and execution of enterprise retail initiatives across our life insurance and annuities business. The AVP, Strategic Accounts serves as a key strategic partner to the President of Retail and plays a central role in cultivating business development opportunities for the retail business. In addition, this role will ensure alignment, prioritization, and execution across senior leadership, including Sales, Intelligence & Enablement, Marketing, and Strategic Accounts in addition to leaders of Operations, IT, Product and Actuary. This role will be responsible for developing new market opportunities and driving visibility into key initiatives, maintaining accountability across teams, and ensuring strategic priorities are executed effectively and on schedule. What You’ll Do: Retail Strategy and Execution - Support the development and execution of the enterprise retail strategy, ensuring alignment with overall business objectives and growth priorities; - Using market analysis to identify and prioritize key market growth opportunities - Translate strategic priorities into actionable plans, milestones, and deliverables across Retail leadership, overall operating committee and the Office of the CEO. - Monitor and track key initiatives to ensure progress, accountability, and timely execution - Identify risks, dependencies, and execution gaps, escalating appropriately and recommending solutions - Support the President of Retail in preparing for executive-level discussions, strategy sessions, and business reviews - Lead and develop key market research to influence and support key strategic decisions Leadership Coordination & Operating Rhythm - Serve as a central point of coordination across Retail leadership, including SVP IMO Sales, SVP Bank & Broker Dealer Channel Sales, Marketing, Intelligence & Enablement, and Strategic Accounts - Drive consistency in how initiatives are tracked, communicated, and executed across teams - Establish and maintain operating rhythms, including leadership meetings, reporting cadences, and follow-ups - Ensure clear communication of priorities, timelines, and expectations across all stakeholders - Maintain visibility into all major Retail initiatives, ensuring alignment and minimizing duplication of efforts Project & Initiative Management - Lead and manage cross-functional strategic retail and key enterprise initiatives from planning through execution - Develop and maintain project plans, timelines, and accountability frameworks across multiple workstreams - Ensure stakeholders remain aligned and informed throughout the lifecycle of key initiatives - Drive disciplined execution by holding teams accountable to deliverables and deadlines - Support the prioritization of initiatives based on business impact, resource capacity, and strategic importance Cross-Functional Partnership - Develop collaborative partnerships between Retail, Product, Operations, and IT to support execution of strategic initiatives and Act as a liaison to ensure seamless coordination - Facilitate collaboration across teams to ensure alignment on goals, messaging, and execution plans - Support go-to-market initiatives, distribution expansion strategies, and enterprise-wide projects - Develop key external relationships with external partners to develop insights, identify potential markets for future growth, and track relevant trends. Performance Tracking & Business Insights - Support the tracking and reporting of key Retail metrics, including growth initiatives, strategic priorities, and execution progress - Develop executive-level summaries and reporting materials for leadership and board-level discussions - Analyze business performance to identify opportunities for improvement and optimization - Ensure consistent and accurate communication of results, progress, and challenges Operational & Risk Awareness - Maintain awareness of regulatory, compliance, and operational considerations within a life insurance and annuities environment - Partner with Compliance, Legal, and Operations to ensure all enablement materials and communications align with internal policies and regulatory requirements - Establish and support governance reporting processes related to Retail initiatives and strategic execution - Ensure disciplined documentation and tracking of decisions, timelines, and deliverables What You’ll Bring: - 8+ years of solid experience in enablement, analytics, business intelligence, distribution and strategy within life insurance, annuities, or financial services - Strong experience supporting executive-level leadership and managing cross-functional initiatives - Proven ability to drive execution across complex, multi-stakeholder environments - Experience in sales, distribution, or retail financial service environments preferred - Exceptional organizational and project management skills with strong attention to detail - Excellent problem-solving and critical thinking abilities - Strong written, verbal, and presentation communication skills - Ability to influence without direct authority and navigate ambiguity effectively - Ability to manage multiple priorities in a fast-paced, dynamic environment Technical Skills - Ability to create executive-level presentations and materials - Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) - Strong analytical and reporting skills with the ability to synthesize data into clear insights - Experience with project management and collaboration tools (e.g., Smartsheet, Asana, Monday.com, or similar) preferred - Familiarity with CRM and sales reporting tools a plus Core Competencies - Strategic Thinking: Aligns initiatives to enterprise goals and long-term growth strategies - Execution Excellence: Drives disciplined execution and accountability across teams - Cross-Functional Leadership: Coordinates and aligns multiple stakeholders effectively - Communication & Influence: Clearly communicates priorities and drives alignment at all levels - Business Acumen: Understands distribution dynamics, sales strategy, and retail operations - Organizational Effectiveness: Brings structure, clarity, and prioritization to complex environments - Problem Solving & Judgment: Identifies issues early and drives practical, effective solutions What We Offer: - A collaborative, inclusive environment that values authenticity, accountability, and partnership - The opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what’s next - A competitive variable compensation package with a base range of $160,000 - $190,000 annually - A competitive benefits package including comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insurance - Austin, TX hybrid or remote with willingness to travel At Prosperity, we are committed to equal employment opportunity and encourage people from all backgrounds to apply. We make hiring decisions based on merit and do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, disability, or any other protected status. We strive for a meaningful interview experience for all candidates. If you need an adjustment or accommodation due to a disability or medical condition during the hiring process, please let your recruiter know. Job Details Pay Type Salary Hiring Min Rate 160,000 USD Hiring Max Rate 190,000 USD

Role Description Le Trésorier Intraday est responsable du suivi en temps réel des positions de trésorerie et de liquidité de la Caisse des Dépôts, afin de garantir le respect des obligations de paiement, l’optimisation des flux, et la conformité aux contraintes internes et réglementaires. Il est chargé de l’élaboration de prévisions de trésorerie à destination de la Direction financière et du pilotage intraday des comptes de disponibilités. - Pilotage intraday de la liquidité : - Calcul et consolidation de la position de trésorerie (collecte des annonces, confrontation des visions interne/prestataires, analyse des écarts). - Suivi en temps réel des positions sur les comptes bancaires et dans Target2. - Pilotage de la liquidité : couverture des besoins intraday, gestion des lignes de crédit et des soldes bancaires, prioriser les règlements si nécessaire. - Reporting et conformité : - Production de reportings intraday pour la Direction Financière. - Respect des limites de liquidité, des procédures internes et des contraintes réglementaires. - Contribution à la fiabilité des données et à l’amélioration des outils. - Amélioration continue et projets : - Participation à l’optimisation des processus, suivi des incidents. - Veille sur l’actualité Banque de France et analyse des impacts sur l’activité. - Rédaction/mise à jour de procédures et modes opératoires. - Participation aux projets transversaux de l’expression de besoins à la recette. - Formation des nouveaux arrivants. - Missions subsidiaires éventuelles : - Transmettre son savoir aux éventuels futurs arrivants et répondre aux sollicitations de l’expert DEOFNS pour les projets impactant la trésorerie. Ces missions reflètent l’essentiel de l’activité à ce jour mais sont susceptibles d’ajustements au regard des évolutions futures de la direction. Vous pourrez, par exemple participer à des projets transversaux liés à votre activité. Le poste est soumis à des contraintes spécifiques : contraintes horaires et travail les jours fériés. Qualifications - De formation supérieure. - 5 ans minimum d’expérience en moyens de paiement et gestion de trésorerie intraday. Requirements - Pragmatique, impliqué(e), organisé(e), rigoureux(se), autonome, doté(e) d’un sens du service. - Grandes qualités relationnelles. - Excellente capacité en communication. - Aimer travailler en équipe. Benefits - Rigueur, fiabilité, réactivité et capacité à maintenir une posture calme et structurée y compris dans des contextes exigeants. - Sens de l’analyse, anticipation, esprit de synthèse. - Autonomie, esprit d’équipe, bonnes capacités rédactionnelles et relationnelles. - Bienveillance et attachement à l’intérêt général. Company Description - Curiosité, proactivité, envie d’apprendre et de comprendre les mécanismes de marché. - Capacité à travailler en mode projet et à contribuer à l’amélioration des processus. - Appétence pour exploiter la data.