Role Description Under limited supervision, we provide loss prevention consulting services within the Property and Marine Loss Prevention department, specializing in equipment breakdown risk. Completes Boiler and Pressure Vessel inspection, conducts extensive research, data collection, evaluation, and analysis to make recommendations that help control customers’ sources of risk, loss, and costs. Serves as a technical expert in mechanical systems and equipment breakdown exposures. Remote Role with 75% Travel Essential Duties & Responsibilities: - Conducts on-site inspections of boilers, pressure vessels, and mechanical systems to identify hazards and assess risk. - Compiles facts from site visits, reports, and databases to evaluate existing processes, determine severity/frequency of issues, and identify improvement needs. - Assesses and benchmarks on customer performance against internal and industry standards, including NBIC requirements. - Interprets and analyzes data to determine best course of action and solutions that satisfy customer risk service needs. - Utilizes advanced software applications and Microsoft systems to develop innovative, cost-effective solutions. - Investigates cause-and-effect relationships and prepares technical reports summarizing findings and recommendations. - Organizes data into clear, actionable formats and presents reports outlining improvement plans and cultural/behavioral changes. - Maintains effective partnerships with customers, learning their business to identify risk management objectives and needs. - Provides technical support and training to assist with implementation of recommendations and action plans. - Actively pursues professional development to better meet customer expectations. - May participate in acquiring new business by following up on leads and presenting proposals. Qualifications - Education: Bachelor’s degree in engineering or related field preferred. - Experience: Strong background in mechanical systems or loss control engineering. - Certifications: NBIC Commission required for posted position, but trainee opportunities available; other relevant certifications a plus. - Technical Skills: Proficiency in Microsoft Office Suite and general computer systems. - Ability to interpret technical drawings and specifications. - Soft Skills: Strong analytical and problem-solving abilities. - Excellent communication and report-writing skills. - Ability to work independently and manage multiple priorities. - Preferred Attributes: Familiarity with property and marine insurance risk assessment. - Knowledge of industry codes, standards, and best practices related to equipment breakdown. - Experience in client-facing roles with strong relationship-building skills. Benefits - Comprehensive benefits. - Workplace flexibility. - Professional development opportunities. - Opportunities provided through Employee Resource Groups. Company Description At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.

• Support the implementation of risk, compliance, and business control initiatives across business operations • Monitor and validate business controls, identifying risks, control gaps, and process weaknesses • Perform compliance, quality, and control-related reporting and analysis using tools such as Excel and Power BI • Develop insights and recommendations through data analysis to improve operational effectiveness and strengthen the control environment • Support remediation activities, including action plan coordination, follow-up, and progress tracking • Assist with procedure governance, documentation standards, record retention, and process oversight activities • Partner with business stakeholders to ensure compliance with internal policies and applicable regulatory requirements • Collaborate with Legal, Compliance, Internal Audit, and Risk teams to support governance and control-related activities • Support quality assurance activities, including monitoring and evaluation efforts • Track and report on recognition and referral programs as required • Participate in change management, process improvement, and project initiatives • Assist with regulatory reviews, audit requests, litigation-related requests, and other compliance activities • Communicate findings and recommendations to process owners and stakeholders to support continuous improvement

Role Description We are looking for a Sr. Principal Customer Risk & Retention Strategy Manager to join Smartsheet’s Customer Excellence team. In this role, you will lead a portfolio of targeted retention programs, including key account motions, that complement Customer Excellence’s efforts to identify, forecast, and mitigate customer churn. You will partner closely with Customer Excellence, Product, Revenue Operations, and Data Science. This is a highly visible role with direct impact on Gross and Net Revenue Retention, shaping how Smartsheet proactively manages customer risk at scale. The opportunity is ideal for a strategic operator who thrives at the intersection of data, customer lifecycle strategy, and cross-functional execution. This is a remote eligible position and you may work remotely from anywhere in the US where Smartsheet is registered. - Lead a portfolio of customer retention programs, defining how at-risk customers are identified, prioritized, and addressed across the customer lifecycle. - Design and operationalize churn forecasting and predictive risk models in partnership with Data Science and Revenue Operations to enable proactive retention actions. - Lead churn analysis and root cause identification, translating insights into targeted, high-impact mitigation programs and playbooks. - Build and evolve customer health scoring frameworks that are predictive, actionable, and embedded into Customer Excellence and renewal workflows. - Scale risk mitigation through automation and process design, improving renewal journeys, cash-to-close efficiency, and consistency of execution across teams. - Design and launch practical, field-ready risk mitigation programs, including playbooks, workflows, and intervention models that Customer Excellence and renewal teams can execute consistently at scale. Qualifications - 15+ years of experience in Customer Success, Sales, Sales Operations, Account Management or related experience in a SaaS. - 5+ years experience in people and/or program management. - Bachelor's degree, MBA preferred. - Willing to travel periodically for onsites and key meetings. - Deep experience in retention strategy within a SaaS environment, with demonstrated ownership of churn reduction initiatives. - Strong analytical and forecasting expertise, including experience partnering with Data Science teams on predictive modeling, health scoring, and churn forecasting. - Proven track record leading large, cross-functional programs from strategy through execution with measurable impact on retention metrics (GRR, NRR). - Expertise designing and operationalizing customer health scores and risk frameworks that drive consistent, proactive action by customer-facing teams. - Strong understanding of SaaS customer lifecycle economics, including renewals, expansion, risk signals, and retention levers across segments. - Hands-on experience building and operationalizing churn mitigation playbooks and programs, translating insights into repeatable workflows, clear ownership models, and measurable outcomes. Benefits - Employer subsidized medical/vision and dental coverage for full-time employees. - 401k Match to help you save for your future (50% of your contribution up to the first 6% of your eligible pay). - Monthly stipend to support your work and productivity. - Flexible Time Away Program, plus Sick Time Off. - US employees are automatically covered under Smartsheet-sponsored life insurance, short-term, and long-term disability plans. - US employees receive 12 paid holidays per year. - Up to 24 weeks of Parental Leave. - Personal paid Volunteer Day to support our community. - Opportunities for professional growth and development including access to Udemy online courses. - Company Funded Perks, including a counseling membership, local retail discounts, and your own personal Smartsheet account. - Teleworking options from any registered location in the U.S. (role specific). - Smartsheet provides a competitive base salary range for roles that may be hired in different geographic areas we are licensed to operate our business from. - Actual compensation is determined by several factors including, but not limited to, level of professional, educational experience, skills, and specific candidate location. - This role will be eligible for a market competitive incentive opportunity. - US Base Salary Pay Range: $175,000 — $240,000 USD.

• Assess current-state data catalog, metadata management, and data governance capabilities. • Conduct stakeholder interviews and workshops with business and technical teams. • Identify critical data assets, metadata requirements, stewardship needs, and ownership gaps. • Analyze customer data creation, maintenance, and consumption processes. • Document key data flows, systems, dependencies, risks, and improvement opportunities. • Gather and prioritize business requirements for data catalog and governance initiatives. • Develop and recommend a practical enterprise data catalog strategy. • Define priority data catalog use cases and adoption roadmap. • Establish metadata management standards, taxonomy, classification, and onboarding criteria. • Support implementation of metadata management best practices. • Drive adoption of data catalog capabilities across business and technical communities. • Support the establishment and operationalization of enterprise data governance. • Define data domains, ownership structures, stewardship models, and accountability mechanisms. • Define roles and responsibilities for Data Owners, Data Stewards, Data Custodians, Business Users, Technical Teams. • Govern and standardize key customer concepts including: Customer Lifecycle, Customer Journey, Customer Experience, Customer Interactions, Customer Value. • Ensure alignment with CRM and MDM initiatives. • Support data quality improvement initiatives. • Prepare governance documentation, assessments, evidence, and recommendations. • Identify data quality issues and recommend remediation approaches. • Support regulatory and organizational compliance requirements. • Support the design and delivery of the organization's Data Literacy Program. • Promote data culture and adoption of governance practices.