• Take full ownership of the end-to-end customer journey, from pre-sales coordination to post-purchase support and issue resolution • Serve as the escalation point for complex or high-impact customer cases • Design, document, and refine Customer Success workflows, SOPs, and quality standards • Collaborate cross-functionally with operations, logistics, catalog, and product teams to resolve root causes • Analyze customer feedback, behavioral data, and trends to minimize recurring issues and improve retention • Define and monitor Customer Success KPIs, including CSAT, resolution time, refunds, and recurring complaints • Lead, mentor, and support Customer Success agents while remaining actively involved in execution • Represent the customer perspective in strategic discussions and operational decisions

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role involves ensuring our customers derive ongoing value from our platform. - Manage the full renewal lifecycle for a large portfolio of customers - Create quotes, process orders, track forecasts, and collect purchase orders - Support agreement negotiations in partnership with internal stakeholders - Collaborate with Customer Success and Revenue teams to identify risk and expansion opportunities - Leverage digital strategies to deliver value at scale and supplement Customer Success Manager (CSM) engagement - Partner with Account Executives to support upsell and cross-sell motions - Maintain accurate records and contribute to forecast accuracy and account health Qualifications - Passion for helping customers succeed and a drive to make an impact - Grit and resilience; energized by challenges and persistent in finding solutions - Exceptional organizational skills and attention to detail to manage multiple priorities - Curiosity around SaaS, technology, or workforce development - Basic understanding of business development, sales, or customer success - Comfortable using various communication methods (emails, calls, meetings, webinars) - Business sense and ability to analyze data to address customer situations - Strong communication, organization, and time management skills - Bonus: Experience in B2B SaaS and knowledge of the SaaS renewal process Benefits - Blended workplace with remote or hybrid setups depending on the role - Mission-driven and guided by strong culture pillars - Commitment to diversity and belonging - Culture of trust, autonomy, and collaboration - Focus on lifelong learning and team member growth - Competitive compensation packages and comprehensive medical coverage - Unlimited PTO and wellness reimbursements - Access to a Pluralsight subscription and professional development funds

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As a Remote Client Representative, you’ll guide families through virtual consultations, offering tailored financial solutions. With full training, mentorship, and cutting-edge technology, you’ll have everything you need to succeed—without leaving home. - Conduct virtual consultations to assess client needs and provide financial solutions. - Build lasting relationships by checking in with clients and ensuring ongoing coverage. - Complete administrative tasks such as scheduling, note-taking, and maintaining client records. Qualifications - Passionate about helping others. - Competitive and driven to succeed. - Dependable, trustworthy, and hardworking. - Adaptable, flexible, and eager to learn. Requirements - No Cold Calling: Focus on warm leads from 30,000+ groups nationwide. - Qualified Leads: Receive leads at no cost—no prospecting required. - Incentives & Rewards: Conventions, incentive trips, production awards, and performance-based advancement. - Weekly Pay & Bonuses: Earn consistent weekly income plus performance-based bonuses. - Lifetime Renewals: Continue to earn ongoing revenue from client relationships. - Benefits: Health insurance, life insurance, and more. - Union-Backed Contract: Stability and protection for all team members. - Mentorship & Training: Full training and ongoing support to help you grow. - Industry-Leading Tools: Access technology and resources to maximize performance. - Work From Home: Conduct web-based presentations and manage your schedule from anywhere.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Senior Client Strategist is a pivotal member of our Financial Services account support team, driving revenue through the successful design and implementation of customer acquisition and growth programs for banks and credit unions. This strategic role combines consultative sales expertise with deep financial services knowledge to deliver measurable business outcomes for our clients. - Work closely with Account Executives during the sales cycle to conduct thorough discovery to uncover and understand clients' business challenges. - Architect solutions leveraging Vericast's capabilities. - Maintain high-touch relationships with clients to ensure program success, drive optimization, and secure renewals. - Serve as a trusted advisor to bank and credit union executives, bringing industry expertise and data-driven insights. - Contribute to Vericast's thought leadership platform through content creation, speaking engagements, and development of compelling point-of-view materials. Qualifications - Bachelor's Degree (Required) - MBA or relevant graduate degree (Preferred) - Industry certifications are a plus - 7+ years of experience in financial services marketing, customer experience, or related fields - Previous senior management role (VP+) in bank or credit union marketing/CX required, with experience across multiple institutions preferred - Management consulting experience with top-tier firms focusing on financial services is highly desirable - Proven track record of developing and implementing successful customer acquisition and retention programs - Demonstrated experience presenting to and building relationships with C-level executives - Experience using data analytics tools and technologies to drive business decisions Requirements - Provide strategic guidance to financial institution clients covering industry dynamics, trends, and regulatory environment - Strong analytical skills with proficiency in data analysis and visualization tools (Tableau, Power BI, etc.) - Exceptional presentation and communication skills, with ability to translate complex concepts into actionable insights - Proven ability to build and maintain C-level relationships - Experience with marketing technology platforms and marketing automation tools - Strong project management and organizational skills - Ability to travel at least 50% of time for in-person client meetings and presentations - Entrepreneurial mindset with ability to work independently and as part of a team - Demonstrated success in consultative sales approaches and complex solution selling - Deep understanding of multi-channel marketing strategies and measurement frameworks - Proficiency with Microsoft Office suite, particularly PowerPoint for creating compelling presentations Benefits - Base Salary Range: $170,000 - $200,000 - Position is eligible for a sales incentive/commission program. - Generous total rewards benefits package that includes medical, dental and vision coverage - 401K with company match and generous PTO allowance - A wide variety of additional benefits like life insurance, employee assistance and pet insurance