• Design and execute strategies to optimize the customer success journey. • Drive outcomes aimed at reducing churn, increasing revenue, and optimizing customer experience. • Work collaboratively with other teams and departments across the organization to deliver efficiencies in processes and procedures. • Manage KPIs, milestones, and long-term goals supportive of the overall company objectives for revenue, growth, and retention. • Ensure that we are accurately forecasting at-risk customers. • Mentor and coach individual team members to achieve daily success, reach career development goals, and reduce time to proficiency. • Work with Operational teams to plan, staff, and budget resources for our Customer Success team. • Inspire customer-centricity across Modernizing Medicine. • Collaborate and partner throughout the organization to represent customer needs and optimize the customer journey. • Work with client teams to identify and mitigate risks and ensure 100% customer satisfaction.

• Assist in stakeholder interviews and workshops to gather requirements • Produce process maps, workflow documentation, and system impact analyses • Assist in user stories creation with clear acceptance criteria and definitions of ready • Assist in sprint ceremonies (planning, refinement, standups, reviews, retros) • Manage backlog prioritization and technical debt across sprints • Coordinate with Product, Engineering, QA, Data, Telephony, and vendors • Lead RCA (root cause analysis) efforts and maintain preventive improvement logs • Ensure Jira governance, workflow consistency, automation, and reporting • Support UAT planning and execution • Drive continuous improvement and Agile maturity across teams

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description AO is seeking motivated and service-driven professionals to join our team as Life & Health Benefits Advisors. This opportunity is ideal for individuals who want to build a meaningful career helping individuals and families protect their financial futures while developing their skills in a flexible, growth-focused environment. Whether you’re an experienced professional or transitioning into the industry, AO provides structured training, mentorship, and ongoing support to help you succeed in a remote setting. Key Responsibilities - Educate clients on available life and health coverage options - Recommend benefit solutions based on each client’s individual needs - Build and maintain long-term client relationships founded on trust - Set and pursue personal performance goals within a results-driven environment - Stay informed on industry updates, product offerings, and best practices - Utilize digital tools and virtual platforms to manage client interactions efficiently Ideal Candidate Profile - Goal-oriented and motivated by personal growth - Strong communicators with a client-first mindset - Eager to learn and develop professionally - Adaptable and resilient in a fast-paced environment - Comfortable working independently while contributing to a collaborative team culture Eligibility Requirements - Must be a U.S. resident or citizen - Must be physically located and legally authorized to work in the United States Why Join AO - Unlimited Income Potential - Performance-based compensation with bonus opportunities tied directly to results. - 100% Remote Flexibility - Build your career from anywhere in the United States while maintaining schedule flexibility. - Training & Mentorship - Comprehensive onboarding and ongoing development programs designed to support long-term success. - Recognition & Incentives - Opportunities to qualify for travel rewards and performance recognition. - Growth-Oriented Culture - A collaborative team environment focused on mentorship, accountability, and professional advancement. Why This Opportunity Stands Out At AO, success is built through mentorship, accountability, and opportunity. Team members are empowered to grow their careers while making a meaningful impact on the families they serve. This role offers both immediate earning potential and long-term professional development within a stable and established organization. Ready to Take the Next Step? If you’re ready to build a career that combines flexibility, financial growth, and purpose, we encourage you to apply. Interviews are conducted virtually via Zoom for convenience. Apply today and start building your future with AO.

• Build, support, and develop a diverse and effective team of Customer Success Managers • Drive the customer success engagement strategies to accelerate time to value, maximize retention, and identify growth opportunities • Collaborate across the Boomi teams to drive a customer success focus and internal processes required to accelerate and remove barriers to customer adoption and growth