• Creating strategic assortment plans; • Designing data-driven floor space plans; • Planning and building data-driven shelf plans; • Conducting floor and space plan analytical reviews; • Developing optimised cluster plans per product category using the cluster optimizer and maintenance tools in the DotActiv software; • Analysing the cluster plan and profiling each cluster to deliver strategic insights to clients; • Maximising customer and category performance by considering category strategies and plans, product financial performance, shopper psychology and aesthetic appeal; and • Supporting, advising and guiding retail customers where required.

• Responding to individual client support issues via phone, email, and live chat within our estate planning product. Our support team are the experts behind the scenes that work in the moment to help educate and support our customers and their clients. • Follow documentation and training materials to diagnose, resolve and escalate client support tickets when necessary. You'll listen, empathize, be patient, and problem-solve. • Support escalation of user or partner issues, coordinate critical resources in the escalation process, and assist with issues through resolution. • Take initiative to investigate and manage issues outside documented occurrences, and communicate them to the Success Team. • Assist in creating and maintaining Knowledge Base / FAQ documentation to answer common support questions. • Actively contribute to the ongoing improvement of our AI support systems. This includes analyzing common customer inquiries to train the chatbot, providing feedback on bot responses, and helping to identify new use cases for AI to enhance customer service efficiency. • Communicate effectively, adapt to working environments and team priorities. Utilize Intercom, SalesForce, ChurnZero and/or other tools to keep track of support tickets. • Display great organization skills and great attention to detail.

• Become your own boss in an expanding market. • Contact individuals who have requested help without cold calling. • Understand and sell living benefit life insurance products.

• Collaborate with other founders • Help with co-founder pairings, MVP development, fundraising • Establish a foundation for long-term success • Join a highly selective program accepting only 20 founders a year