Full-Time

Customer Success Manager / Retention Specialist

Updated on 9/11/2026

EPIC iO Technologies

EPIC iO Technologies

51-200 employees

Carrier-agnostic mobile data aggregation for IoT

No salary listed

Remote in USA

Remote

May support customers across East, West, or Central time zones and travel as required for customer, sales, project, or business needs.

Bachelor's

Category
Customer Experience & Support (1)
Required Skills
Microsoft Office
CRM
HubSpot
Salesforce

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Requirements
  • Experience in Customer Success, account management, business development, or another customer-facing function.
  • Strong communication, relationship-building, organization, and follow-through skills.
  • Ability to manage multiple customers, priorities, tasks, and customer commitments with attention to detail.
  • Comfort working with CRM tools, customer success platforms, Microsoft Office, and customer-facing reporting.
  • A data-informed approach to customer health, retention risk, adoption, customer goals, and account planning.
  • Prolonged periods of sitting and working at a computer.
  • Ability to communicate effectively through email, phone, video, CRM, and collaboration tools.
  • Ability to travel as required for customer, sales, project, or business needs.
Responsibilities
  • Own the customer relationship for assigned accounts by maintaining regular communication, documenting goals, and driving customer success plans.
  • Manage customer cancellation requests by acknowledging receipt, investigating and engaging on retention opportunities, processing outcomes internally, and communicating with the customer and involved departments.
  • Develop trusted advisor relationships with customer stakeholders and help customers adopt features, workflows, and solutions effectively.
  • Consult with customers to understand business goals, confirm success criteria, and connect solutions to measurable customer value.
  • Conduct regular check-ins and Quarterly Business Reviews to review goals, progress, risks, outcomes, and satisfaction.
  • Monitor customer health metrics and proactively coordinate actions to improve adoption, satisfaction, retention, and renewal readiness.
  • Advocate internally for customer needs while partnering with Sales, Support, Product, and Operations to resolve issues and improve the customer experience.
  • Identify upsell, cross-sell, and expansion opportunities and collaborate with Sales to support appropriate growth conversations.
  • Own renewal readiness activities for assigned accounts, including tracking dates, risks, customer sentiment, and required follow-up.
  • Work a standard workday schedule that may support customers across different time zones.
Desired Qualifications
  • Experience with Salesforce, ChurnZero, HubSpot, or other customer success platforms.
  • Bachelor's degree in Business Administration or equivalent experience.
  • Experience working in SaaS, SCaaS, IoT, smart city, connectivity, or technology environments; wireless experience is preferred.
  • Sales experience.

EPIC iO Technologies provides carrier- and device-agnostic telecom and IoT solutions. It helps businesses in retail, transportation, and industrial sectors optimize mobile data connectivity by aggregating data allowances across multiple carriers, preventing overages and ensuring reliable communication. The DeepInsights platform uses statistical modeling, data mining, and machine learning to identify risks and opportunities, enabling informed decisions and operational optimization. Revenue comes from subscription services, consulting, and implementation fees, with scalable, customizable offerings designed to fit various sectors and use cases.

Company Size

51-200

Company Stage

Debt Financing

Total Funding

$30M

Headquarters

Milford, Connecticut

Founded

2006

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Simplify Jobs

Simplify's Take

What believers are saying

  • EPIC iO opened 2026 with partner-driven demand for business-grade 4G/5G fixed wireless.
  • The July 2026 McDuffie appointment signals a push into larger enterprise connectivity deals.
  • 2024 Twenty20 acquisition expanded computer vision and environmental-sensor capabilities for cross-sell.

What critics are saying

  • Heavy debt history and last known financing from 2022 pressure execution if growth stalls.
  • Twenty20 acquisition integration can distract engineering and sales through 2026.
  • A stronger Verizon, Axis, or KORE stack can squeeze EPIC iO's channel margins.

What makes EPIC iO Technologies unique

  • EPIC Cortex unifies AI video, sensors, analytics, and SIM connectivity across sites.
  • Carrier-agnostic connectivity plus AIoT security targets distributed retail, industrial, and public-sector operations.
  • Dan McDuffie joined the board in July 2026, adding enterprise wireless scale expertise.

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Benefits

Remote Work Options

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

1%
Epicio
Jul 27th, 2026
EPIC iO Appoints Dan McDuffie to Board of Directors.

EPIC iO Appoints Dan McDuffie to Board of Directors. Veteran Technology Executive Will Initially Serve as Strategic Advisor to Support Company's Next Phase of Growth FORT MILL, S.C. - EPIC iO today announced the appointment of Dan McDuffie to its Board of Directors. As part of his onboarding, McDuffie will also initially serve as a Strategic Advisor to the company's executive leadership team, providing strategic guidance as EPIC iO continues executing its long-term growth strategy. McDuffie brings decades of executive leadership experience in enterprise connectivity, digital infrastructure, and technology services. Throughout his career, he has helped build and scale industry-leading organizations, including executive leadership roles with Wyless, later acquired by KORE Wireless, and Granite Telecommunications, where he played a significant role in accelerating growth and expanding enterprise market presence. As organizations continue modernizing distributed operations, the convergence of enterprise connectivity, AI, physical security, and operational intelligence is creating new opportunities to improve visibility, resilience, and performance. EPIC iO is uniquely positioned at the intersection of those technologies, helping customers simplify increasingly complex environments through an integrated platform that connects people, places, and data. "Dan has built an exceptional career helping technology companies anticipate where markets are headed and execute strategies that create long-term value," said Duncan Riley, Chief Executive Officer of EPIC iO. "His experience, industry perspective, and thought leadership will be tremendous assets to our Board as we continue expanding EPIC iO's leadership position in enterprise connectivity, AI-powered physical security, and intelligent operations." During the initial phase of his appointment, McDuffie will work alongside EPIC iO's executive leadership team as a Strategic Advisor, providing guidance on strategic priorities, market opportunities, and long-term growth initiatives. As that engagement naturally evolves, he will continue supporting the company's direction through his role as a member of the Board of Directors. "EPIC iO has built something unique," said Dan McDuffie. "Organizations today are looking for strategic partners that can simplify increasingly complex environments by bringing together connectivity, security, AI, and operational intelligence. I believe EPIC iO is exceptionally well positioned to lead that evolution, and I'm excited to join the Board and support the company's continued growth." McDuffie's appointment reflects EPIC iO's continued investment in experienced leadership that strengthens the company's long-term vision and supports its mission of helping organizations operate smarter through connected technologies. As technology continues to converge, EPIC iO remains focused on delivering integrated solutions that improve operational visibility, strengthen physical security, optimize connectivity, and enable AI-driven decision making across distributed enterprises. About Dan McDuffie. Dan McDuffie is a technology executive, investor, and advisor with more than 30 years of leadership experience in telecommunications, wireless, IoT, and artificial intelligence. He previously served as a senior executive at Granite Telecommunications, where he built and led the company's Wireless and Enterprise Mobility business from inception to scale, and earlier served as CEO of Wyless, a global IoT connectivity provider. Today, Dan advises and invests in high-growth technology companies focused on AI, connectivity, enterprise software, and digital transformation. He brings extensive experience in corporate strategy, go-to-market execution, strategic partnerships, and scaling technology businesses. About EPIC iO. EPIC iO delivers AI-powered physical security and enterprise wireless connectivity solutions that help organizations protect their people, assets, and operations across distributed and remote environments. Powered by the EPIC Cortex(TM) platform, its technologies combine AI-driven threat detection, real-time video monitoring, operational intelligence, and resilient wireless connectivity to provide complete visibility and control across every location. From critical infrastructure and construction sites to retail, education, and public sector organizations, EPIC iO helps customers detect threats faster, reduce false alarms, improve operational efficiency, and keep every site secure and connected.

Epicio
Jan 7th, 2026
EPIC iO Named a Finalist in the 2025 Fierce Network Innovation Awards for IoT Innovation

EPIC iO named a finalist in the 2025 Fierce Network Innovation Awards for IoT Innovation. Epicio is honored to be named a finalist in the 2025 Fierce Network Innovation Awards for IoT Innovation! EPIC iO is proud to be named a finalist in the 2025 Fierce Network Innovation Awards for IoT Innovation - a recognition that highlights its work at the intersection of AI, IoT, and wireless connectivity and validates the progress its teams continue to make across platform innovation and connectivity intelligence. This acknowledgment reflects a broader shift happening across the industry: moving beyond siloed technologies toward integrated platforms that deliver real-world operational intelligence. From visibility to intelligence: turning site data into real-world outcomes. Fierce Network recognized EPIC iO for its AI-enabled intelligence platform, with particular focus on how its solutions work together to deliver meaningful outcomes across complex, distributed environments. * DeepVision(TM)- AI-powered video intelligence that turns visual data into actionable insights * RemoteVision(TM)- Real-time, event-based visibility and response for remote and unmanned sites * DeepInsights(TM)- Operational intelligence that transforms cumulative site data into trends, alerts, and informed actions * WirelessWindow(TM)- Intelligent, SIM management across multi-carriers supporting resilient, always-on operations Together, these capabilities support security, safety, and operational use cases across critical infrastructure and other high-stakes environments - where context, speed, and reliability are essential. "Innovation isn't about deploying more technology - it's about creating intelligence that works together, in real conditions, at scale," said Duncan Riley, CEO. "Being named a finalist by Fierce reinforces our platform vision: unifying AI, sensors, and managed wireless connectivity to help organizations see clearly, respond faster, and operate more efficiently." Why this recognition matters. The Fierce Network Innovation Awards are independently judged and highly competitive, with finalists selected from a broad field of submissions spanning telecom, AI, IoT, and connectivity. For EPIC iO, this recognition underscores an important principle behind its approach: true innovation happens when intelligence is contextual, integrated, and operationally relevant. * Improve situational awareness across distributed sites * Reduce response times through real-time and event-driven intelligence * Strengthen safety and security outcomes * Scale confidently across diverse environments Its vision for 2026 and beyond. As Epicio move into 2025, EPIC iO remains focused on advancing a platform-first approach to AI-enabled intelligence - one that brings together vision, sensors, analytics, and connectivity into a unified operational view.

CarrierFinder
Jul 15th, 2025
Office Opens in 5 Days. Here's How We Got Them Internet in Time

CarrierFinder partnered with EPIC iO to qualify the site for their business-grade 4G/5G fixed wireless.

Epicio
Apr 15th, 2025
EPIC iO Wins Global Tech Award for AI Innovation in High-Stakes Environments

EPIC iO wins Global Tech Award for AI innovation in high-stakes environments.

EPIC iO
Aug 21st, 2024
Celebrating a Great Place to Work Certification: EPIC iO's Commitment to Culture and Innovation

EPIC iO is thrilled to announce that Epicio has earned the prestigious Great Place to Work certification for the third consecutive year.