Role Description As our Customer Experience (CX) Manager, you will be responsible for managing a portfolio of Abacus customer relationships to provide guidance on best practices and use of the Abacus platform. Additionally, you will gather intelligence which can be used to enhance the customer experience as it relates to the delivery of our technology services. - Manage and facilitate recurring customer Business Review meetings to discuss service enhancements and/or existing service challenges - VoC - challenges and market trends/concerns and other feedback, accurate documentation in internal Abacus systems. - Actively manage a portfolio of 30-40 customers, based across the US, with regular meetings and quarterly travel required. - Ensure that all services consistently meet customer expectations - Creatively identify customer needs to recommend and upsell Abacus services, both with actively managed clients and small accounts with high growth potential and emerging upsides - Documenting and tracking customer information (i.e. NPS, CSAT and customer profitability) - Continuous customer education: understanding the business, the growth, the health - Exhibit thorough understanding of the Abacus platform, products, service delivery model, partnerships and related services - Function as customer and Abacus advocate to resolve issues related to (billing, support, portal, etc.) - Document opportunities which may arise from operational challenges that customers face - Provide training to customers in the use of the Abacus customers portal - Flexibility to work outside of scheduled hours when necessary. - Work with the team to coordinate and prepare for customer events - Promote the Abacus brand via various channels i.e. social media, events etc. - Attend new business pitches when appropriate. Qualifications - 4+ years of relevant Account Management, Client Success Management experience required - Experience with advanced technology concepts and financial services is preferred. - MSP experience is strongly preferred - Hands-on technical experience is preferred - Collaborative and positive mindset - Organized, analytical and thorough is a must - Proficient in Salesforce and Connectwise/ServiceNow, helpful. - Ability to travel to client sites on a quarterly basis Requirements - Strong ability to assess and prioritize work in a fast-paced environment. - Ability to perform effectively under pressure and meet tight deadlines. - Proven success managing, selling and developing customer accounts within the financial services and/or technology fields. - Strong interpersonal skills and the ability to build lasting relationships with new and current customers. - Excellent communication (oral and written), interpersonal, organizational, and presentation skills. - Candidate to work cross-functionally with internal Abacus teams; including but not limited customer service, business development, engineering, products and project management. - Self-motivated, very detail-oriented and organized. - Comprehensive understanding of customer/server technologies. - Understanding of cyber security concepts (e.g. phishing tests, penetration testing, vulnerability scanning, SIEM, email security, endpoint Protection, MDM etc…) - Some technical proficiency in the following areas are preferred: - Understanding public vs hybrid infrastructure models (i.e. Azure/AWS/Private) - Active Directory - Dual Factor Authentication technologies - Microsoft Exchange & MS Office 365 suite - Microsoft MDM/MAM - SSO - Varonis - KnowB4 - AI Solutions Benefits - Exposure to diverse array of technologies - Competitive compensation - Robust benefits package: medical, dental, vision, disability, life insurance, 401k, and PTO - Commission eligible

Role Description To proactively grow the agency’s rent roll by identifying new business opportunities, converting inbound/outbound leads into management contracts, and building long-term investor relationships. The Contractor retains control over their schedule, methods, and workflow, while aligning with the brand guidelines and high-performance standards of the agency. - Lead Generation & Prospecting: Proactively identify and contact potential landlords through cold calling, door knocking, and strategic networking with local business channels (mortgage brokers, solicitors, developers). - Regional Collaboration: Operate effectively across multiple pillars and Southern California franchise locations. - Listing Presentations: Conduct professional market appraisals and pitch property management services directly to real estate investors. - Fee Negotiation: Finalize management fees and contract terms, balancing agency profitability targets with market competitiveness. - Investor Advisory: Serve as the local market subject matter expert on rental trends, landlord-tenant laws, and property ROI optimization (e.g., advising on value-add renovations). - Strategic Networking: Build a recurring "referral engine" by representing the brand at community events, local business associations, and industry seminars. - Seamless Onboarding: Coordinate with regional Property Management teams to execute a warm, thorough client handoff once a management contract is executed. Qualifications - Licensing: Must hold an active, valid Real Estate License with the California Department of Real Estate (DRE). - Experience: 2–3+ years of proven success in real estate sales, leasing, or property management business development. - Technical Skills: Proficiency with industry CRM software (e.g., LeadSimple) and modern digital property appraisal tools. - Business Autonomy: A true self-starter capable of managing their pipeline independently without a daily directive; holds the explicit right to retain independent administrative support or services to meet volume goals. - Soft Skills: High emotional intelligence (EQ) to navigate investor anxieties; exceptional relationship-building, negotiation, and closing capabilities. Requirements - Performance Metric: New Managements: 10–15 signed properties per month (varies by territory). - Appraisal Volume: 20–30 rental appraisals conducted per month. - Conversion Rate: 40%–60% of appraisals successfully converted to contracts. - Response Time: 100% of warm leads contacted within 2 hours of inquiry. Compensation Structure - Monthly Retainer / Draw: $3,000 to $4,000 per month (Base service commitment). - Property Placement Tiers: - 3 or less doors/month: $100 per door count - 6 or less doors/month: $150 per door count - 7 or more doors/month: $300 per door count - Ongoing Residuals: 10% of collected Management Fees for the first 12 contract months. - Realty Sales: 85% of collected commission. - Acquisition Support & Special Projects: As mutually agreed upon prior to execution of work. - Compensation upon Referral Source and Termination: - If a lead is provided directly from an internal PM to the BDM, this fee is split 50/50 with office. - ALL Management Commissions shall cease upon termination of the agreement. - ALL Sales and Placement Commissions established under this agreement shall be processed herein unless otherwise agreed to in writing. - All Commissions are based on the amount received by the CORPORATION. The BDM role is perfect for someone who enjoys the "thrill of the hunt" in sales but prefers the stability of the property management sector over the volatility of residential sales. Flexible work from home options available.

• Own the deployment, administration, and continuous improvement of a fast-growing fintech company's workplace technology stack — including SaaS platforms, identity integrations, and automation workflows. • Work cross-functionally with Security, Cloud, and internal teams to ensure all systems are secure, scalable, and delivering a seamless experience for every employee. • Manage and optimize the full suite of workplace SaaS applications — including Microsoft 365, Atlassian (Jira/Confluence), Azure, AWS, Zoom, and equivalent platforms — monitoring application health, license utilization, user access, and service configurations at all times. • Own onboarding and offboarding workflows by ensuring clean, accurate provisioning and deprovisioning of user access across all platforms. • Collaborate with the Cloud & Workplace lead to continuously improve the employee technology experience through reliable, secure, and well-maintained SaaS tooling. • Support SSO integrations, SCIM provisioning, and IAM workflows across critical SaaS applications. • Troubleshoot and resolve identity-related issues across federated and managed applications. • Develop and maintain scripts and low-code workflows to automate common SaaS operations. • Identify opportunities for self-service, delegation, and administrative consistency across the tech stack. • Respond to escalations related to SaaS application functionality, access issues, and service disruptions. • Document solutions, maintain internal knowledge bases (Jira, Confluence, SharePoint), and contribute to a culture of transparency and technical clarity across the team. • Participate in SaaS rollouts, platform integrations, tool rationalization efforts, and supporting workplace and Security teams during audits or vendor transitions.

• Serve as the primary voice of Customer Care with Product and Engineering — synthesizing frontline insights, customer feedback, and operational data into clear problem statements and actionable opportunities. • Identify and prioritize high-impact improvements across the customer support experience, including process redesign, org structure, and automation. • Embed early in product development to shape priorities, design decisions, and rollout strategies. • Own end-to-end delivery of complex, cross-functional initiatives — translating ambiguous problem spaces into clear plans, milestones, and measurable outcomes. • Define success metrics and track outcomes (CSAT, NPS, FCR, AHT, cost-to-serve). • Provide clear, concise updates and recommendations to senior leadership. • Partner with Product and Engineering to evolve contact center and support tooling. • Lead initiatives involving automation, AI-assisted support, self-service, and knowledge management. • Leverage AI tools to expedite insight, solutioning, and impact. • Ensure solutions are grounded in real user needs and scale with Toast's growth. • Lead adoption of new tools and processes through thoughtful rollout, communication, and training. • Influence without authority across a broad set of stakeholders. • Navigate trade-offs and competing priorities to drive progress. • Build and develop a high-performing team. • Establish strong operating rhythms, tools, and standards. • Foster a culture of ownership, continuous improvement, and customer focus.