• Welcome and onboard new clients, setting expectations and project timelines. • Build and maintain strong client relationships through regular calls and updates. • Translate performance data into simple, actionable insights. • Collaborate with SEO, Paid Ads, and Web teams to implement marketing strategies. • Help manage Google Business Profile and Local Services Ads accounts. • Support website updates and approvals for client campaigns. • Participate in team discussions to improve client experience and internal processes.

• Reporting to the Director, Customer Success and Implementations. • Lead, coach, and develop a team of Customer Success Managers to deliver exceptional customer experiences and business outcomes. • Foster a high-performance culture built on accountability, collaboration, continuous learning, and customer focus. • Drive customer adoption, value realization, retention, and expansion through effective customer success strategies and execution. • Develop and continuously improve scalable and repeatable Customer Success processes, playbooks, and best practices. • Represent the voice of the customer and provide actionable feedback to internal stakeholders.

• Serve as the face of FinQuery with respect to your assigned customers • Maximize customer satisfaction rates • Drive expansion by identifying customers’ needs for additional products and services • Manage renewals and promote adoption, engagement, and advocacy • Contribute to the development of FinQuery’s product roadmap • Conduct regular proactive calls and account review meetings • Monitor health metrics such as NPS and churn scores • Identify upsell and cross-sell opportunities • Own customer renewal cycles end to end • Build Customer Success Plans in partnership with management • Manage customer complaints and resolve issues • Represent the voice of the customer to inform product roadmaps • Utilize customer data and metrics to make informed decisions • Identify opportunities for customers to become advocates • Conduct all business in accordance with FinQuery policies and procedures

• Fill the critical role of serving as the face of FinQuery with respect to your assigned customers • Ensure the highest level of customer satisfaction in the industry • Proactively build trusting relationships with your customers • Maximize customer satisfaction rates, drive expansion and manage renewals • Promote adoption, engagement and advocacy • Contribute to the development of FinQuery’s product roadmap • Conduct regular proactive calls and account review meetings • Monitor health metrics and take corrective actions as needed • Identify upsell and cross sell opportunities