Role Description The Client Success and Growth Manager supports Aerobodies’ continued growth by managing client relationships, coordinating account activities, ensuring project follow-through, and leading inside sales efforts. This role engages prospective clients, manages lead follow-up, and contributes to revenue growth through new client acquisition and expanded service opportunities. The position also strengthens client communication, tracks deliverables, supports effective execution, and maintains a high standard of responsiveness and professionalism. The Client Success and Growth Manager documents and addresses client needs while identifying opportunities to deepen engagement and grow accounts. - Generate new business opportunities and increase regional revenue through targeted outreach and relationship management in the DMV area. - Support business development efforts by identifying prospective government and commercial clients and project opportunities. - Conduct outreach to prospective clients, qualify inbound leads, and schedule consultations or discovery calls. - Manage sales pipeline activity by tracking prospects, opportunities, and follow-up actions in CRM systems. - Drive client and member engagement activities related to WellTeamStudio and identify opportunities to expand service utilization. - Serve as the primary point of contact for assigned clients, providing responsive, professional support and maintaining strong relationships. - Manage regular client communication, document needs and follow-up items, and ensure timely resolution or escalation of concerns. - Coordinate client meetings, onboarding activities, account support, and internal resources to promote successful engagement and service delivery. - Track client projects, deliverables, timelines, action items, and milestones to support timely execution and accountability. - Maintain accurate client records, project management systems, CRM updates, contracts, and account documentation. - Monitor client satisfaction and identify risks, delays, service gaps, or opportunities to improve the client experience. - Support contract tracking, renewal preparation, service recommendations, proposals, and client presentations. - Partner with leadership to support lead conversion, closing efforts, upsell opportunities, and cross-sell opportunities within existing accounts. - Contribute to strategic projects, process improvements, and operational initiatives that support company growth. - Perform other duties as assigned. Qualifications - Demonstrated ability to build and maintain strong client relationships while managing multiple accounts, priorities, and projects. - Strong written, verbal, and interpersonal communication skills, with the ability to engage professionally with clients, prospects, and internal team members. - Excellent organization, time management, and follow-through, with the ability to work independently and manage competing deadlines. - Ability to identify client needs, anticipate challenges, recognize growth opportunities, and recommend appropriate service solutions. - Experience supporting inside sales, lead follow-up, prospect outreach, client presentations, or business development activities preferred. - Comfort using CRM systems, project management tools, client tracking platforms, and Microsoft Office applications, including Word, Excel, and Outlook; experience with Asana preferred. - Experience using AI tools (e.g., Copilot, ChatGPT, Gemini) and prompt engineering techniques to enhance productivity, improve workflows, and support business objectives. - Positive, flexible, and collaborative approach, with a willingness to receive feedback, take initiative, and support company growth initiatives. Requirements - A bachelor’s degree in business administration, marketing, communications, management, or a related field is preferred. - Three to five years of experience in client success, account management, customer service, business development, or a related role is preferred. - Experience with inside sales, lead generation, or prospect outreach is a plus. Physical Demands This role is performed primarily in a professional office or remote work environment and requires prolonged periods of sitting, computer use, and participation in virtual or in-person meetings. Occasional standing, walking, and light lifting of up to 15 pounds may be required. The position also involves extended screen time, frequent keyboard and mouse use, and communication by phone, video conference, email, and in person. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work Environment This position is based in a professional office or remote setting and requires regular communication with clients and internal team members by phone, email, and virtual meeting platforms. The role operates in a fast-paced, collaborative environment and requires professionalism, organization, and flexibility to meet client needs and project deadlines. Occasional in-person meetings, company events, or client engagements may be required. Compensation $35.00/per hour

• Improve renewal rates, drive cross-sell revenue, optimize customer health metrics, and participate in forecasting rhythms with clear, data-backed updates on renewal health and expansion opportunities. • Develop and execute strategies to retain and expand the customer base, driving measurable value through proactive engagement and broadened stakeholder relationships. • Oversee the Mid-Market CS function, guiding your team to drive platform adoption through customer training, research education, and methodology coaching. • Manage, mentor, develop, and inspire a team of CSMs — prioritizing workload, monitoring performance, and empowering them to deliver high-impact customer engagements. • Serve as executive sponsor for key accounts, cultivating senior relationships, driving successful executive-level reviews, and gathering strategic feedback. • Hold the team accountable to activity metrics, utilization targets, and Salesforce data hygiene. Manage capacity and portfolio sizing to protect team bandwidth. • Act as the customer voice internally, maintaining tight feedback loops with Product, Sales, Support, and Engineering. • Partner with RevOps, Enablement, and CS Leadership to continuously refine the Mid-Market customer journey and implement scalable playbooks. • Lead your team and customers through change with confidence and empathy, championing AI tool adoption by modeling best practices and coaching CSMs and customers alike.

Role Description The Global Market & Customer Analytics Manager is responsible for generating high-quality market, customer, and competitive analytics that support strategic decision-making across the Government Health Division (Public Health and Forest Health). This role focuses on data-driven insight generation, performance measurement, and analytical support aligned to the Division’s Balanced Scorecard priorities. The position enables leadership to monitor progress against strategic objectives, improve customer-centric decision-making, and ensure fact-based evaluation of growth initiatives, portfolio performance, and customer outcomes. Qualifications - 5-8 years of experience in market analytics, customer analytics or business intelligence roles. - Experience supporting strategy, marketing, or portfolio teams with analytical insights. - Demonstrated ability to work with complex datasets and synthesize insights. Requirements - Strong quantitative and analytical skills. - Advanced proficiency in Excel and business intelligence tools including Power BI. - Ability to communicate insights clearly to non-technical audiences. - Strong organizational skills and attention to detail. Benefits - High-quality healthcare coverage starting on day one, with options for medical (HSA/HRA), vision, and dental plans. - 5% company contribution to your 401(k), plus a quarterly discretionary bonus. - Immediate 100% vesting of all retirement contributions. - Financial assistance programs to support your goals. - Life and disability insurance for added security. - Generous paid time off, including vacation, holidays, and volunteer days. - Flexible work arrangements available.

Role Description As an Associate Client Success Manager (ACSM), you will play a key role in supporting a portfolio of small districts through both relationship management and project execution. You’ll help districts get started with Panorama, stay on track throughout the year, and renew their partnerships by delivering an excellent client experience and showcasing impact. This role blends strategic and operational responsibilities—managing onboarding and survey execution while also building relationships with district leaders and supporting account renewal. It’s ideal for career professionals eager to grow in education and customer success. Qualifications - 1–2 years of experience in customer success or account management - Demonstrated track record of renewing accounts, negotiating contracts, upselling accounts, and building client relationships - Organized and detail-oriented, with the ability to manage multiple priorities independently - Excellent written and verbal communication skills; can simplify complex information for clients - Adherence to consistent processes and CRM usage to maintain predictability, forecasting accuracy, and accountability in client interactions - Demonstrated ability to prioritize accounts with competing priorities, balancing client requests, upcoming renewals, project deadlines, and internal work streams - Experience creatively mitigating client objections to renewal and reinforcing value add by listening to client needs and providing solutions - Eager to learn, ask questions, and take initiative to solve problems - Comfortable using tools like Google Suite; exposure to CRM systems (Salesforce, Gainsight) is a plus - Strong interest in supporting technology for K-12 education with a commitment to using data to improve student outcomes, particularly addressing issues of equity and access Requirements - Serve as a primary point of contact for a large portfolio of 100 partners, ensuring consistent, value-oriented engagement - Support renewals by tracking contract timelines, managing documentation, and surfacing risks early - Build trust with district contacts through thoughtful, responsive communication - Identify opportunities for expansion and collaborate with Sales Account Executive team members - Lead districts through Panorama’s survey process: setup, launch, and results review - Help new clients onboard smoothly and understand how Panorama tools align with their goals - Track important milestones and send proactive reminders and resources - Maintain up-to-date client information in internal systems (Salesforce, Gainsight, project trackers) - Support product adoption by sharing best practices, templates, and support documentation - Educate clients on self-service tools and features to increase usage and impact - Gather and relay feedback to internal teams to improve the client experience - Work closely with teammates in Account Management, Teaching & Learning, and Support to deliver a seamless experience - Partner with senior AMs and AEs for accounts needing more strategic support or upsell conversations - Use internal systems to document activity, flag risks, and monitor engagement Benefits - Salary Range: $55,250 - $81,250 USD - Annual bonuses or commission awards - Equity awards - Region-specific health and welfare benefits