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

Role Description Lyra Health is looking for a Senior Group Manager who is energized by engaging with customers, building relationships, and delivering results. Reporting to the Director of Customer Success, you will lead a subset of the team. You should be highly organized, detail-oriented, and resourceful. This role will be a great fit for you if you are a doer, passionate about making a difference, comfortable with ambiguity, and are naturally collaborative. - Hire, develop, and retain a team of high-performing Customer Success Managers while ensuring operational consistency across customer tiers and segments. - Partner with the Customer Success Director to monitor team performance, optimize operational procedures, and elevate training or enablement needs. - Coach Customer Success Managers to maximize member engagement, customer retention, revenue growth, and value actualization through strategic reporting. - Drive team accountability for core department KPIs, including renewal rates, customer retention, net-new revenue expansion, and customer satisfaction. - Provide consolidated reporting on team achievements, identifying business risks or macroeconomic trends blocking desired results. - Lead risk management strategies across assigned segments to address talent, relationship, and revenue risks through cross-functional reviews and account meetings. - Oversee monthly revenue forecasting, ensuring strategies are deployed to mitigate financial risks and support underperforming accounts. - Manage executive-level client engagement and high-visibility clinical or operational escalations alongside your team. - Represent the Customer Success department in late-stage prospect finalist meetings and strategic internal deal reviews. - Collaborate closely with cross-functional partners across Partnerships, Marketing, Clinical, Product, Analytics, and Workforce Transformation to ensure the voice of the customer is reflected across all business units. - Manage customer relationships as needed. Qualifications - 10+ years of work experience in a high-growth, fast-paced environment; experience leading Customer Success or similar teams is preferred. - 5+ years of management experience. - Experience in employer-sponsored health benefits space required. - Ability to effectively organize and manage multiple company initiatives and proven ability to positively influence peers. - Excellent listening and communication skills both verbal and written, with an emphasis on quickly gaining trust; can build relationships at all organizational levels both externally and internally. - Ability to communicate effectively with senior management. - Experience with tools such as Salesforce and Tableau. Experience with Gainsight is a plus. - Passion for mental health and changing the healthcare landscape. Requirements - $134,000 - $184,000 a year. - The anticipated annual base salary range for this full-time position is $134,000-$184,000. - The base range is determined by role and level, and placement within the range will depend on a number of job-related factors, including but not limited to your skills, qualifications, experience and location. - This role may also be eligible for discretionary bonuses. Benefits - Comprehensive healthcare coverage (including medical, dental, vision, FSA/HSA, life and disability insurances). - Lyra for Lyrians; coaching and therapy services. - Equity in the company through discretionary restricted stock units. - Competitive time off with pay policies including vacation, sick days, and company holidays. - Paid parental leave. - 401K with up to 3% matching. - Monthly tech allowance. - We like to spread joy throughout the year with well-being perks and activities, surprise swag, regular community celebration…and more!

• Drive Platform Adoption & Account Health • Own the post-go-live lifecycle for designated regional accounts to maximize user adoption and platform value. • Proactively monitor account health to identify low-usage trends, friction points, and churn risks early. • Identify expansion opportunities by helping customers scale usage across new workflows and internal teams. • Partner with Sales / Account Management by providing regular updates on client health, risks, and growth signals. • Deliver Enablement & Training • Lead post-onboarding training sessions, advanced product refreshers, and best-practice workshops for clients. • Ensure a smooth transition for customers moving from initial onboarding into long-term customer success. • Support scalable education by contributing to user documentation, training guides, and self-service content. • Client Escalations Management • Act as the primary customer point of contact for complex, high-priority, or post-go-live technical issues. • Coordinate cross-functionally with Operations, Product, Engineering, PMO to build clear resolution paths. • Provide customers with clear and timely updates throughout the lifecycle of key customer requests and critical escalations. • Enable Commercial Teams & Feedback Loops • Absorb non-commercial operational tasks to free up Sales and Account Management teams for revenue-generating activities. • Maintain clear boundaries by supporting adoption and customer experience without taking on commercial quota or contract ownership. • Translate customer insights and product feature gaps into structured feedback for the Product and Operations teams.

• Serve as the primary strategic partner and trusted advisor to customers throughout the full lifecycle, from onboarding and adoption through expansion and renewal, with stage-appropriate engagement at each phase • Proactively establish, build, and maintain strong relationships with executive and operational stakeholders across each account, systematically capturing business objectives and ensuring customers achieve measurable value at every lifecycle stage • Collaborate with Sales counterparts on account planning to align on customer objectives, identify expansion opportunities, and build a shared strategy for renewal and growth • Proactively escalate and drive resolution of technical and relationship risks by coordinating across Product Support, Professional Services, Engineering, and Product Management, serving as the customer’s internal advocate • Maintain accurate, up-to-date account data in Salesforce and JIRA, including health indicators, risk flags, open opportunities, and engagement history, to ensure full visibility across internal stakeholders • Proactively drive customer enablement through structured onboarding activities and ongoing product adoption sessions, ensuring customers are advancing their maturity on the platform at each lifecycle stage • Serve as the primary point of coordination between customers and internal teams, proactively communicating status, managing expectations, and ensuring follow-through on commitments • Monitor accounts for changes in product usage, objectives, personnel, financial conditions, or competitor involvement that may affect the customer’s ongoing use or satisfaction with Itential’s products or services • Introduce customers to new platform capabilities, features, and applications, drawing on cross-customer insights and product knowledge to surface what other organizations are building with Itential and how those patterns could apply to their environment • Proactively deliver product roadmap updates, release highlights, and new feature guidance to customers, framing capabilities in the context of their specific automation goals to drive continued platform adoption • Identify and qualify expansion opportunities, including new use cases, additional products, or broader platform adoption, and partner with Sales to progress them to commercial outcomes • Lead Executive Business Reviews (EBRs) independently, including preparation, facilitation, and follow-through on documented outcomes • Proactively manage at-risk accounts by identifying churn signals early, documenting root cause in Salesforce, and partnering with CS leadership on resolution strategies when needed