• Identify, prospect, and develop new business opportunities across assigned territories • Manage the full sales cycle from discovery to negotiation and contract closure • Understand client business challenges and position integration and automation solutions that deliver measurable value • Build and maintain strong relationships with key stakeholders and decision-makers • Collaborate with Solutions Consultants and delivery teams to support successful onboarding and implementation • Drive customer retention, renewals, and account expansion opportunities • Identify upsell and cross-sell opportunities within existing accounts • Maintain accurate pipeline management and forecasting in CRM platforms • Partner with internal teams to ensure an excellent customer experience throughout the lifecycle

• Serve as the main point of contact for an assigned portfolio of SaaS partners and their merchant bases. • Build strong relationships to understand partner goals, challenges, and success metrics. • Drive adoption and usage by helping customers optimize their payment programs and use Valpay’s tools effectively. • Monitor partner and merchant health to proactively identify and address risks to retention or performance. • Collaborate with Support, Operations, and Product teams to resolve issues quickly and improve the customer experience. • Gather customer feedback and share insights internally to inform product enhancements and process improvements. • Develop and deliver training sessions, resources, and best practices to help customers self-serve and scale effectively. • Track account performance metrics (e.g., churn, activity, satisfaction) to measure retention and engagement.

As a Client Success Manager (CSM), you will play a pivotal role in ensuring clients achieve their desired outcomes from our products and services. You will be responsible for ensuring client programs have established delivery teams, program and project plans, and for successful project and program delivery in accordance with scope of work. The CSM is also responsible for establishing strong relationships, driving service delivery, and fostering client loyalty. Your primary goals include maintaining project and program health, delivering measurable value to clients, securing contract renewals, and uncovering opportunities for account expansion.********Preferred location: East Coast/Mid West or able to work East Coast hours****

• Provides leadership to our ANZ coaching team of 4 to meet KPIs and support business goals. • Oversee ANZ onboarding process and mentor Success Coaches for better customer outcomes. • Work with “At Risk” customers to ensure they see value from their investment in Timely. • Identify opportunities for revenue growth through payments adoption or plan upsell. • Develop and execute feature adoption plans that add value to both Timely and customers. • Coach customers through their first 30 days to embed Timely in their salon. • Ensure staff in customers’ salon are trained on Timely to enhance client experience.