• Develop and maintain strong client relationships, ensuring alignment with customer needs • Provide fast & full answers to clients’ questions and support for their problems • Keep customers informed on new features and best practices to enhance usage • Monitor customer engagement and satisfaction to identify upsell and renewal opportunities • Lead renewal processes and identify growth opportunities within customer accounts • Ensure high retention rate by providing excellent customer success service & support

• Build and own Mixam’s lifecycle/customer retention engine across email, SMS, loyalty program, strategic segmentation, testing, and Hubspot CRM tooling - with responsibility for identifying customer risk and opportunity, designing the right intervention, measuring impact, and continuously improving the journey. • This is not an “email marketer.” Email is one channel they own. We need someone who can work independently, build structure from the ground up, make strategic recommendations, and execute directly to deliver business outcomes. Proven experience building and scaling in fast startup environments. This is an individual contributor role for an autonomous builder-operator who thrives on taking complete, end-to-end ownership of both strategy and execution. • As our go-to retention champion, you will become the internal expert on driving lifetime value (LTV), repeat purchase rates, first-to-second-order conversions, and cohort reactivation strategies. You will continuously connect granular customer behaviors; including acquisition source, quote/order patterns, product affinity, and loyalty status, to build highly targeted lifecycle segmentations and cross-sell logic. By seamlessly bridging these behavioral insights with tailored communication strategies, you will optimise our rewards program and translate user actions directly into measurable commercial results

• Clearly communicate the value of the firm’s legal services • Maintain organized lead pipelines and communication schedules • Maintain accurate records within CRM and firm systems • Serve as the primary point of contact for prospective clients (PNCs) • Conduct initial consultations and discovery conversations with leads • Gather relevant information regarding potential legal matters • Conduct consistent and strategic follow-up with prospective clients • Facilitate a seamless transition from prospect to client • Guide prospective clients through the consultation and retention process • Manage the complete sales cycle from initial inquiry through retention

• Serve as account owner and provide mature, thoughtful and reasonable leadership to both the customer as well as internal stakeholders to ensure the on-going success of your book of business • Identify and mitigate churn risk across customer portfolio to ensure company gross retention rates are achieved • Maintain and grow monthly recurring revenue for our most valued customers by employing proven strategies which drive product adoption and expansion • Quarterback internal and external initiatives through cross-functional partnerships with sales, onboarding, support, product management, finance, operations and other teams which directly impact overall customer success and drive customer growth • Develop strong customer relationships and serve in the role of trusted advisor to SOCi customers • Analyze lifecycle metrics and provide leadership and/or execution of onboarding, enablement, adoption and retention plays thru both internal and external resources • Effectively employ multi-channel communication strategies that leverage our most effective customer touchpoints including video, e-mail, phone, partners and internal & external champions • Ensure customer reference-ability and overall satisfaction level