Client Account Representative

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development & Sales organization. Working very closely with Sales and key partners, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments. This is an exciting opportunity to generate and hunt for new business opportunities to fuel our growth across the wealth management, family office, private banking, and global investment management market segments. The ideal candidate will be passionate about finance and disruptive technology; have a sound eye for business and natural sales instincts; and be an eager, highly motivated, and tenacious self-starter. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B , F-1 /OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Generate new business opportunities to fuel Addepar’s growth Create and prioritize strategic target account lists and account attack plans within a defined territory Research and build new account

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary This position will be dedicated to one plan sponsor, in order to support their client locations, specifically related to understanding and promoting their Employee Assistance Program (EAP) benefits. This is a travel-based role, and will include approximately two-three weeks of travel (within the continental United States) per month. Job duties include: Supporting the plan sponsor through site visits to educate and promote EAP benefits. Ordering supplies/communications and regularly communicating with warehouse contacts. Coordinating with warehouse management team, employees, account team and HR executives. Creating engagement and employee inquiry tracking. Presenting to assigned locations and/or managers on benefits overview. Coordinating location trainings and other administrative duties as needed. Required Qualifications 2+ years of experience in a client-facing role. Ability to travel 50-75% of the time within the continental United States, averaging about 2-3 weeks per month. Demonstrated proficiency in Microsoft Office Suit (Excel, Word, PowerPoint, Teams, Outlook, etc.). Preferred Qualifications Previous experience working in EAP (Employee Assistance Program) or mental wellbeing. Growth mindset, including an agility f

Retail Partner Sales Representative Description - Job Summary • This role is responsible for collaborating with partners to transform leads into joint sales activities, tailoring solutions to meet customer needs in our Consumer Personal Systems business. The role builds strong strategic relationships with partners and promotes the organization's offerings fostering long-term business opportunities. The role mentors junior employees and leads training sessions for partners, continuously monitoring their performance to contribute to the team’s success. Responsibilities • Acts as the expert to the partner for complex information regarding the organization’s products, services, promotions, and configurations. • Develops and maintains account plans to promote sales growth in adherence to legal procedures and requirements. • Partners and transforms potential leads into joint sales activities; creates, fills in, and manages the funnel for deals with partners while achieving and/or exceeding quotas. • Collaborates with partners to tailor solutions that address specific customer needs, including customization of products and services to align with client requirements. • Builds strategic relationships with the partner to ensure long-term business opportunities for the organization. • Promotes and incorporates the organization’s offerings to become a key part of the partner’s business and solutions. • Leads training sessions and workshops for partners, educating them on the latest products, services, and industry trends to enhance their sales capabilities. • Monitors partner performance against targets, analyzing data, and providing insights to drive improvements and optimize outcomes. • Mentors junior team members, sharing expertise, providing guidance, and contributing to their professional development. Educatio

About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. Help Win New Business The Opportunity: Operating at the intersection of logistics and tech has allowed Flexport to develop a unique value proposition that customers all over the globe love, resulting in exponential growth over the last 10+ years. Flexport today connects more than 10,000 clients across 100+ countries, and our role is to help businesses of all sizes find the global trade solutions that will empower their success. With offices on three continents, our team is as global as our client base and we’re excited to continue building a product and service they love. With revenue growing at breakneck speed, we’re looking for a consultative and tenacious Sales Development Representative to join our growing Sales Team based out of our Chicago Office! You will: Identify and qualify new inbound sales opportunities for Flexport Partner closely with marketing in developing, testing, and implementing new inbound funnels Work with Account Executives to identify and prioritize strategic opportunities in your market segment Demonstrate the value of our offering through phone calls, email, and other social mediums Shadow Account Executives in meetings a

About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. Help Win New Business The Opportunity: Operating at the intersection of logistics and tech has allowed Flexport to develop a unique value proposition that customers all over the globe love, resulting in exponential growth over the last 10+ years. Flexport today connects more than 10,000 clients across 100+ countries, and our role is to help businesses of all sizes find the global trade solutions that will empower their success. With offices on three continents, our team is as global as our client base and we’re excited to continue building a product and service they love. With revenue growing at breakneck speed, we’re looking for a consultative and tenacious Sales Development Representative - New Grad to join our growing Sales Team based out of our Chicago Office! You will: Identify and qualify new inbound sales opportunities for Flexport Partner closely with marketing in developing, testing, and implementing new inbound funnels Work with Account Executives to identify and prioritize strategic opportunities in your market segment Demonstrate the value of our offering through phone calls, email, and other social mediums Shadow Account Executives in meeti

About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. Help Win New Business The Opportunity: Operating at the intersection of logistics and tech has allowed Flexport to develop a unique value proposition that customers all over the globe love, resulting in exponential growth over the last 10+ years. Flexport today connects more than 10,000 clients across 100+ countries, and our role is to help businesses of all sizes find the global trade solutions that will empower their success. With offices on three continents, our team is as global as our client base and we’re excited to continue building a product and service they love. With revenue growing at breakneck speed, we’re looking for a consultative and tenacious Inbound Sales Development Representative to join our growing Sales Team based out of our Chicago Office! You will: Identify and qualify new inbound sales opportunities for Flexport Partner closely with marketing in developing, testing, and implementing new inbound funnels Work with Account Executives to identify and prioritize strategic opportunities in your market segment Demonstrate the value of our offering through phone calls, email, and other social mediums Shadow Account Executives in meetings