Who You Are:  Our Federal Enterprise Customer Success Manager role is a fantastic opportunity for you if you are a customer-focused professional with at least 2-3 years of SaaS Customer Success or Account Management experience. You’re the epitome of a self-starter who will go to great lengths in order to maintain the absolute highest levels of satisfaction among Invicti’s customer base.  Your thrill of working within fast-paced environments only adds to your ability to exercise your strategic mindset. Because of you, all clients in your portfolio consistently realize the value of their investment, ultimately driving adoption and outcomes leading to renewals, expansion, and advocacy.  Location: Candidates to be based in Washington, DC What You’ll Be Doing: - Leading all post-sales activities for Invicti's customers through strong relationship-building, product knowledge, planning, and execution - Acting as the voice of the customer - Working cross-functionally with Sales, Marketing, Product, Engineering, and Development Teams to ensure consistent and strong customer messages are embedded within everything we do - Retaining long-term partnerships by independently renewing and expanding successful customers - Dominating quarterly metrics concerning customer retention, price increase, and upselling - Establishing and overseeing customer adoption, training, and development of best practices to continually drive incremental value and return on the customer's investment - Conducting Quarterly Business Reviews in order to drive positive customer outcomes - Independent analysis of data in order to discover insights that drive recommendations for clients - Tracking accounts to identify churn risks and working proactively to mitigate such risks

• Design and implement a fully automated customer journey for Segment D accounts using HubSpot and other CS tools • Build scalable workflows, automated email sequences, and lifecycle triggers that deliver value to customers without requiring direct CSM involvement • Develop automated value communication touchpoints (e.g., threat-blocked notifications, security pulse summaries) to maintain customer engagement • Own the HubSpot configuration for Segment D: workflows, sequences, templates, and reporting dashboards • Collaborate with the Velaris platform team to set up health scores, automated alerts, and customer lifecycle stages specific to Segment D • Integrate and optimize data flows between HubSpot, Velaris, and other relevant systems (e.g., Metabase) • Build and maintain reporting dashboards to track engagement, health, churn risk, and renewal signals for Segment D • Map and document the full Segment D customer journey — from contract signature through renewal — and identify automation opportunities at each stage • Monitor automated touchpoints and iterate based on engagement data, NPS/CSAT scores, and churn signals • Proactively identify gaps in the current automation stack and propose solutions • Collaborate with the broader CS team and CS consultant to align automation with the overall scaling strategy • Set up early warning systems and automated intervention workflows to flag at-risk Segment D accounts • Design a lightweight, scalable renewal process for Segment D that minimizes manual CSM effort • Track and report on churn and retention metrics for the segment

• Provide real-time support to clients worldwide via chat, tickets, phone, and email. • Assist with technical issues and escalate platform-related cases (Libertex, MT4, MT5) to relevant teams. • Ensure high service standards, proper handling of complaints, and clear guidance on required documents. • Collaborate with internal departments to resolve issues efficiently. • Maintain excellent communication, time management, and phone etiquette skills. • Promote company products and build strong client relationships. • Meet KPIs and perform additional tasks as required.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Legacy Harbor Advisors seeks a motivated Remote Customer Sales Associate to join our award-winning team. This remote position offers unlimited earning potential and flexible scheduling for driven sales professionals passionate about financial services and client success. - Conduct virtual client consultations via phone and video conferencing platforms - Present customized financial solutions including life insurance, annuities, and investment products - Build and maintain long-term client relationships through expert financial guidance - Collaborate with experienced team members and industry mentors - Utilize advanced CRM systems and sales technology to manage client pipeline - Implement proven sales methodologies to achieve revenue targets - Provide ongoing client support and financial education Qualifications - Excellent communication and interpersonal skills - Strong motivation and coachability - Experience in sales, customer service, or financial services preferred - Ability to work independently in remote environment - Professional presentation skills for virtual meetings - Goal-oriented mindset with entrepreneurial drive Requirements - Commission-Based: 1099 independent contractor position with unlimited earning potential - Flexible Schedule: Set your own hours and work-life balance - Qualified Leads: Work with pre-screened prospects, no cold calling required - Comprehensive Training: Interactive courses, mentorship, and ongoing coaching - Technology Support: State-of-the-art CRM and sales tools provided - Performance Incentives: All-expenses-paid trips and rewards for top performers - Career Development: Access to industry leaders and professional growth opportunities Benefits - 100% remote position - Team-oriented culture with collaborative support - High-energy, dynamic work environment - Mentorship from experienced financial services professionals Ready to Apply? Join Legacy Harbor Advisors and transform your sales career with unlimited potential. We seek ambitious professionals ready to excel in financial services while making meaningful client impact. This is a 1099 independent contractor position with a commission-based compensation structure and absolutely no income ceiling. Your success and earnings are entirely in your hands, with unlimited potential based on your performance. Apply today to begin your journey as a Remote Customer Sales Associate with Legacy Harbor Advisors.