Role Description OpenLoop is looking for an Enterprise Customer Success Manager to join our team remotely or at our HQ in Des Moines, IA. In this role, you will be responsible for collaborating closely with Customer Success leadership and continuously developing the client experience from start to finish, ultimately contributing to relationship retention and growth. What You'll Do - Drive Account Growth & Diversification: Proactively identify opportunities to expand OpenLoop’s footprint within your book of business by introducing new products and service lines that align with client goals. - Ensure Customer Success & ROI: Partner with clients to define "success" and track key performance indicators (KPIs) to ensure they are realizing maximum value from our solutions. - Churn Mitigation: Monitor account health signals and engagement data to proactively identify and resolve risks before they impact retention. - Strategic Relationship Management: Act as the primary point of contact for executive stakeholders, moving beyond tactical support to become a trusted advisor. - Integration Advocacy: Navigate complex system integrations by understanding how OpenLoop’s infrastructure connects with client workflows, ensuring a seamless data and operational exchange. - Lead Renewals & Upsells: Collaborate with Sales and Leadership to manage the end-to-end renewal process and execute expansion contracts. - Voice of the Customer: Synthesize client feedback into actionable insights for the Product team to influence the roadmap toward high-growth features. - Onboarding & Lifecycle Management: Lead clients through the transition from implementation to "go-live," ensuring a smooth handoff and immediate adoption of key features. - Data-Driven Reviews: Conduct regular Business Reviews (QBRs) to analyze program performance, showcase ROI, and plan for future scaling. Qualifications - The Strategic Generalist: You have a Bachelor’s degree in Business, Healthcare Administration, or a related field. - Proven CSM Track Record: 5+ years of experience in Customer Success or Account Management (B2B SaaS preferred), specifically focused on retention and revenue growth. - Integration Savvy: While you don't need to be a developer, you possess a strong mental model of how complex system integrations and APIs work to support business processes. - Commercial Mindset: You are comfortable discussing contracts, identifying upsell opportunities, and negotiating renewals. - Relationship Architect: You excel at building rapport with both technical users and C-suite executives. - Proactive Problem Solver: You don't wait for a client to complain; you use data to spot trends and offer solutions before the client knows they need them. - Healthcare/HealthTech Experience: (Bonus) Familiarity with the nuances of healthcare delivery or clinical operations. Benefits - Medical, Dental, and Vision plans - Flexible Spending/Health Savings Accounts - Flexible PTO - 401(k) + Company Match - Life Insurance, Pet insurance, and more Company Description We have a relatively flat organizational structure here at OpenLoop. Everyone is encouraged to bring ideas to the table and make things happen. This fits in well with our core values of Autonomy, Competence and Belonging, as we want everyone to feel empowered and supported to do their best work.

Role Description The Customer Success Specialist is responsible for building and maintaining strong relationships with customers to ensure they achieve their desired outcomes while using the company’s products or services. This role focuses on customer onboarding, adoption, retention, and satisfaction by serving as a trusted advisor and primary point of contact. - Serve as the primary point of contact for assigned customers, fostering long-term relationships - Guide customers through onboarding and implementation processes to ensure successful adoption - Monitor customer usage and engagement, identifying opportunities to improve satisfaction and retention - Proactively address customer concerns and resolve issues in a timely and professional manner - Collaborate with sales, product, and support teams to advocate for customer needs and drive continuous improvement - Conduct regular check-ins, business reviews, and product training sessions with customers - Track key performance indicators (KPIs) related to customer health and success - Identify opportunities for account growth, including renewals and upselling, and partner with the sales team as needed - Maintain accurate records of customer interactions and activities in CRM systems - Travel up to 25% may be required. Qualifications - Bachelor’s degree in business, communications, or a related field preferred - 2+ years of experience in customer success, account management, or a customer-facing role - Strong interpersonal and communication skills, both written and verbal - Ability to manage multiple accounts and priorities in a fast-paced environment - Problem-solving mindset with a proactive approach to customer needs - Experience with CRM platforms (e.g., Salesforce, HubSpot) and customer success tools preferred - Strong organizational and time management skills - Customer-focused attitude with a passion for delivering exceptional service Requirements - Maintain the highest ethical and work standards, promoting the same attributes in co-workers and others - Express thoughts clearly, both orally and in writing, using good grammar - Work with other employees willingly and in a spirit of cooperation and teamwork - Identify and communicate suggestions for work improvements - Accept responsibility and accountability for both strategic planning and successful implementation of all projects Benefits - Competitive salaries - Advancement opportunities - Full range of benefits, including paid vacation, 401(k), medical, dental, and vision

• Manage high-touch, SLED accounts serving as the primary client advocate and success owner. • Drive cross-functional coordination across multiple teams – including Product, Engineering, Security, and Legal – to ensure the successful onboarding, delivery, and implementation of Vanta at key accounts. • Serve as a trusted advisor to customers, aligning Vanta’s roadmap and security outcomes with mission needs, industry trends, and executive-level priorities. • Partner with Public Sector Account Managers to co-build and execute multi-year account plans, ensuring adoption milestones, expansion paths, and business outcomes are clearly defined and delivering values. • Lead onsite and virtual Executive Business Reviews (EBRs) at both pre- and executive-levels to reinforce value delivery and strategic alignment. • Proactively identify churn risks and successfully mitigate while identifying expansion opportunities using data insights and customer health metrics. • Act as a voice of the customer at scale, influencing Vanta’s product roadmap, GTM strategy, and support model to better serve public sector enterprises. • Travel at least once per month for onsite client visits, executive alignment, and strategic planning sessions.

Role Description ClarityPay is seeking a Director of Client Success to manage a portfolio of clients, driving success and ensuring they become fans of ClarityPay. You will be responsible for helping clients get onboarded and then managing the program daily. The Director will strengthen relationships, drive performance to achieve goals, lead on key issues, and ensure client satisfaction. You will align client expectations and constantly work towards goals. You will analyze data and feedback, generate improvement opportunities, and drive them to completion. This role will collaborate closely with the client's cross-functional associates, as well as internal partners from Business Development, Marketing, Product, Operations, Risk, Finance, and Legal. Key Responsibilities - Be the main point of contact, channeling needs between clients (merchants, service providers, and platforms) and internal teams (e.g., Product, Operations, Legal). - Lead the overall client implementation work plan, working closely with Business Development for an effective transition and collaborating with internal teams (e.g., Product, Compliance, Marketing, Risk, Operations, and Finance) and client associates. - Establish client and internal expectations for performance, drive results, track actual versus expectations, and report to client and internal stakeholders. - Continually monitor and analyze performance and customer experience data. - Develop growth and success plans, identify opportunities, present value-added analysis, and ensure program performance aligns with strategy. - Handle day-to-day operational issues and provide support to clients. This includes advocating with the internal support teams to address issues within SLAs. - Coordinate, develop, and deliver regular client reviews and updates. - Ensure legal and compliance requirements are addressed. - Ensure all contractual obligations are fulfilled. - Share best practices and learnings to improve internal results. - Perform other duties and/or special projects as assigned. - Continually promote and apply ClarityPay values, be a role model of trust and integrity. Qualifications - Curious, energetic, positive, solution-oriented, collaborative, trusted. - 5+ years of experience in point-of-sale financing, BNPL, private label credit cards, co-brand credit cards, or other partner lending business. - Strong data analysis skills. - Experience preparing presentations such as client business reviews. - Exceptional communication and executive presentation skills. - Financial acumen, prefer knowledge of lending and the key levers. - Able to work independently following established guidelines. - Demonstrated ability to work in early-stage environments, help shape strategy and product, collaborate well with others, and focus on solutions to address challenges. - Able to travel up to 20% of the time. - Strong PowerPoint, Excel, and Word skills. Benefits - Competitive fixed and variable compensation package. - Comprehensive benefits (medical, dental, vision). - Collaborative office culture with a strong focus on clients and their customers. - Opportunities to grow, lead, and shape the future of consumer finance. - 401k program. Role Details - Preference for Atlanta or New York City, but remote locations will be considered. - This role will report to the VP of Client Success. Salary Range $75,000 to $125,000, commensurate with experience and qualifications. ClarityPay is an equal opportunity employer. We do not discriminate based on race, ethnicity, color, ancestry, national origin, religion, sex, sexual orientation, age, disability, veteran status, marital status, or any other legally protected status.