• Build and Maintain Relationships: Establish and strengthen connections with key stakeholders • Customer Success Planning: Develop a deep understanding of each customer’s business priorities • Proactive Account Management: Monitor customer engagement and proactively address any risks • Growth and Expansion: Identify upsell, cross-sell, and renewal opportunities • Voice of the Customer: Serve as the customer’s advocate, capturing their feedback • Reporting and Forecasting: Maintain accurate records of account activity • Team Collaboration: Engage with product, sales, and support teams

Role Description We are seeking a proactive, detail-oriented Client Success & Account Manager to own the client relationship end-to-end — from onboarding through steady-state support. - Own end-to-end client onboarding, guiding new e-commerce brands through account setup, Shopify integration, and initial fulfillment workflows. - Serve as primary point of contact for a portfolio of client accounts, managing the relationship from onboarding through ongoing steady-state support. - Proactively monitor inventory levels across client accounts, flagging restock risk and nudging clients ahead of potential stockouts. - Manage and troubleshoot Shopify storefronts and integrations on behalf of clients, resolving day-to-day platform issues. - Track account health using internal account management tools, logging open issues, statuses, and follow-ups. - Coordinate with internal ops and warehouse teams to resolve client-facing fulfillment issues quickly and clearly. - Communicate fluently in DTC/e-commerce terminology (SKUs, inventory turns, fulfillment SLAs, restock cadence) when advising clients. - Surface upsell and expansion signals to the sales team; note that CRM usage is sales-owned, not account-management-owned. - Document account processes and client preferences to maintain continuity across the client lifecycle. - Report on account health metrics, escalating at-risk accounts before they churn. - Deliver clear, professional communication across email, chat, and calls with a consistently high service standard. Qualifications - 3+ years in client account management, customer success, or CX, ideally in e-commerce or logistics (must-have) - Proficiency with Shopify (must-have) - Familiarity with DTC/e-commerce workflows and terminology (must-have) - Experience proactively managing client relationships end-to-end, not just reactive support (must-have) - Exceptional written and spoken English communication skills (must-have) - Comfortable working across internal dashboards and account-tracking tools (must-have) - Experience in logistics, freight, or fulfillment industries preferred - Experience with account-health or CX platforms preferred Requirements - E-commerce Platforms: Shopify (must-have) - Account Management: Internal account management and account-health tools (must-have) - CRM: Sales-owned CRM (for reference/handoff, not day-to-day account use) (nice-to-have) - Communication: Email, chat, and video conferencing tools (must-have) Benefits - Competitive salary - Paid US holidays - Paid wellness days - Health & wellness allowance - Monthly profit sharing - Long-term placement with real growth - Continuous upskilling in AI, Operations, and Leadership - Dedicated success coaching and support through Assistantly

• Develop and implement sales strategies to meet and exceed sales targets. • Establish and maintain strong relationships with key customers, distributors, and partners to drive business growth. • Continuous search for new potential accounts as a means for increasing sales in assigned territory (including cold calls to potential customers). • Coordinates sales efforts to ensure effective sales service, customer relations, and administrative needs. • Investigates customer complaints and assures prompt, effective solutions. • Stay updated on market trends, competitor activities, and customers need to identify opportunities for new business. • Provide regular sales forecasts and reports to track performance, adjusting strategies as needed to achieve targets timely via CRM. • Maintain in-depth knowledge of the company's products and effectively communicate their benefits to customers. • Work closely with internal teams, including marketing and product development, to ensure alignment with goals and initiatives. • Remains current in necessary training programs according to the official company training matrix.

Role Description As a Remote Insurance Sales Representative with Robert Elizalde - State Farm Agent, you will successfully market insurance products that manage everyday risks. You will use a consultative, needs-based approach to educate customers on their options and help the agency meet marketing goals. Your insurance knowledge and analytical skills will support effective customer conversations and sales performance. Requirements - To qualify for remote work, applicants must meet ALL requirements below: - REQUIRED EXPERIENCE OR LICENSES (choose one): - 2+ years minimum of State Farm experience; OR - Must have held General Lines Property & Casualty and General Lines Life & Health (both) - HOME OFFICE / LOCATION REQUIREMENT: - Office set-up from home is required. - Your home of residence must be at least 50 miles away from either of the office locations: - 5107 S McColl Rd, Edinburg, TX 78539 - 2108 S Business Hwy 281 Ste C, Edinburg, TX 78539 Responsibilities - Use a customer-focused, needs-based review process to educate customers about insurance options - Work with the agent to establish and meet marketing goals - Develop leads, schedule appointments, identify customer needs, and market appropriate products and services - Follow up with leads and prospects - Provide exceptional customer service and maintain accurate records Qualifications - MUST HAVE General Lines Property & Casualty (P&C) license - Must have General Lines Life & Health license - Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook) - Strong mathematical skills - Excellent analytical, organizational, and problem-solving skills - Effective communication skills - Exceptional customer service skills - Successful track record of meeting sales goals/quotas preferred - Computer skills required - Typing speed (approx. 40–60 WPM) preferred - Bilingual (Spanish) preferred Benefits - Hourly plus commission/bonus - Paid time off (vacation and personal/sick days) - Growth potential / opportunity for advancement within my office - 401(k) matching