• Accountable for the achievement of services revenue and gross profit targets for the region • In-contract growth by up-sell / cross-sell of service offerings within the Client Success managed account base • On-time renewals (with minimal client or price churn) for all contracts within their region. • Leads a cross functional team of professionals in delivering strategic Client Success Management objectives. • Provides mentoring, coaching and manages the performance and professional development of their cross functional team of Client Success Management professionals. • Continuously upskills and improves the capability of the Client Success Management professionals in line with Client Success Management strategy. • Works closely with Client Success Management professionals and other client-facing stakeholders to ensure consistent and effective client engagements. • Develops and maintains relationships with key strategic clients to promote the value of Client Success Management offer and enhance understanding of clients’ strategic needs.

Job Description Amazing Career Moments Happen Here Transforming the insurance industry is ambitious, we know. That's why at EZLynx, a division of Applied, we are committed to transforming every facet of agency life by providing the most innovative solutions to improve how independent insurance agents work every day. We are the Real-Time Rating pioneers in our industry, and we are looking for out-of-the-box thinkers and innovative solution seekers to join our team. Position Overview We're searching for an Associate Customer Project Lead to join our EZYLynx team in a remote capacity. To keep us headed in the right direction, we're looking for people who understand winning is a team sport, who value and seek to learn from our team's diverse experiences and backgrounds, who welcome a challenge and take risks in the pursuit of creating better outcomes for our customers, and who can, at any given time, step back to laugh and have some fun. What You'll Do Develop project plans and revise as needed to meet changing needs and requirements. We're Excited to Learn More About You Your experience may include: Bachelor's Degree or equivalent work experience 3+ years of Customer Service experience Ability to conduct intermediate troubleshooting for product installation and other product issues Proficient with Microsoft Office Excellent problem-solving skills You may have other skills or credentials, including: PMP Certification Insurance industry knowledge Implementation experience Data conversion experience Experience with EZLynx software We know that talent comes from all backgrounds and experience levels. We encourage military members and their spouses as well as candidates without a degree or a background in tech to apply! When You Join Team EZLynx, You Can Expect: A culture that values who you are and recognizes that you aren't just an employee; you are a teammate, and you matter. We thrive on the benefits of our different experiences and celebrate the uniqueness our teammates bring to work with them every day. We flex our time together , collaborating remotely and in-person to empower our teams to work in the ways that work best for them. At EZLynx, we are not only committed to delivering innovative services to our clients but doing so as a team. A comprehensive benefits and compensation package that centers our teammates and helps them to bring their best to work every day: Medical, Dental, and Vision Coverage Holiday and Vacation Time Health & Wellness Days A Bonus Day for Your Birthday Our targeted starting base salary in the United States for this position ranges from $60,000 - $90,000. To determine a new team member's starting pay, we consider a variety of factors, including someone's depth, breadth, and variety of experience, skills, and responsibilities. Depending on the role, team members may also be eligible to participate in additional compensation plans such as bonus and commission. Your Security Matters: Our candidates' personal information and online safety are top of mind for us. At EZLynx, a division of Applied, we proactively protect your personal information and only communicate with candidates via a secure @appliedsystems.com email or through our official careers portal. Recruiters will never request payments, ask for financial account information or sensitive information like social security numbers. AI Utilization We leverage AI tools to streamline parts of our recruitment workflow (such as resume parsing and interview scheduling). However, candidate screening, interviews, and final decisions are conducted by real humans. EEO Statement Applied Systems is proud to be an Equal Employment Opportunity Employer. Diversity and Inclusion is a business imperative and is a part of building our brand and reputation. At Applied, we don't discriminate, and we are committed to recruit, develop, retain, and promote regardless of race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, and other protected status as required by applicable law. #LI-Remote #LI-US

• Prowadzić spotkania onboardingowe oraz webinary dla nowych klientów - wspierać ich w korzystaniu z jednego z naszych produktów - Noa Notes • Kontaktować się z klientami głównie telefonicznie, mailowo i w formie video – wychodzące interakcje, wyjaśnianie problemów, udzielanie szybkiego wsparcia produktowego • Obsługiwać sytuacje związane z churnem i reagować na różne wyzwania w codziennej pracy • Pracować w Hubspot – zarządzać pipeline’em, ticketami (np. payment errors, farming) i priorytetyzować własne zadania • Uczestniczyć w spotkaniach z zespołem i przekazywać feedback, wspierać wdrażanie usprawnień w produkcie i procesach • W miarę potrzeb wspierać inne produkty i projekty w zespole, np. ZL Płatności, NFZ, Marketing 360 czy Profil Wyróżniony.

• Own a book predominantly comprised of mid-market customers. • Run structured onboarding and ongoing success plans to drive adoption and outcomes. • Manage inbound customer requests and issues. Triage quickly and coordinate resolution with internal teams. • Proactively engage customers to prevent issues, improve product usage, and reduce churn risk. • Build and maintain relationships with key customer stakeholders. • Drive renewals for customers in your book, including risk identification, save plans, and renewal execution. • Identify and support expansion opportunities in partnership with Sales. • Act as a customer advocate internally. Share clear context and feedback with Product and Operations partners. • Maintain excellent data hygiene across Seso systems, including accurate notes, health signals, and next steps. • Proactively monitor customer health metrics and implement retention strategies. • Serve as an escalation point for complex customer issues. Lead cross-functional action plans to resolution. • Model strong judgment, customer-first communication, and solution-oriented problem solving. • Informally mentor other CSMs by sharing best practices and helping unblock tricky situations.