Account Consultant At Retail Insights Jobs

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 As part of the broader Data organization, the Data Onboarding team ensures clients have a seamless experience connecting their accounts from various financial institutions to Addepar. This role’s primary responsibilities is to assist clients with authorisation requirements for available data feeds, permission account data to authorized Addepar instances, and addressing all feed onboarding related inquiries and requests within SLAs. Client Data Onboarding Specialists sit at the nexus of Addepar's activity and require daily engagement with customers, data providers, and personnel across the organization. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Manage the data feed onboarding process for new Addepar clients, which includes but is not limited to: Communicate and explain the data onboarding workflow to clients over calls and emails Provide guidance and training to clients on account eligibility and authorisation requirements (e.g LOA forms) for existing and new portfolio data feeds Provision received accounts to the appropriate Addepar environments Work closely with data providers to tri

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 Part of the broader Addepar Data Management organisation, the Portfolio Data Operations team is responsible for ensuring Addepar's clients have timely and high quality data. This will include overseeing the processing of transactions and positions so that it meets client timelines, ensuring data quality through verification checks, and helping clients with their data support questions. The Portfolio Data Operations team sits at the nexus of Addepar's activity and requires daily communications with data providers, clients, and other personnel within Data Operations and across the firm. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Perform daily internal verification checks to ensure portfolio account data is accurate and available within SLAs Investigate and troubleshoot data pipeline issues and data feed processing exceptions, and triage with Engineering Support when needed Complete and maintain operational workflows, and identify and implement opportunities for optimisation Collaborate with Client Support, Solution Architects, and other members of Sales and Services to address client data inqu

About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Team & Role Ramp's procurement product is changing how companies buy. We've built the fastest intake-to-pay platform on the market. 3x faster than traditional P2P workflows, with AI that automates sourcing, contract extraction, approval routing, and invoice matching in one place. Customers save an average of 16% on vendor spend annually and eliminate 46+ hours of manual purchasing work every month. As a Procurement Product Activation Manager, you're the person who makes that real for our customers . You'll work directly with CFOs, controllers, and finance operations teams to design, configure, and launch Ramp's procurement product — helping them go from broken, manual buying processes to a streamlined system that their entire company actually uses. This is not a "follow the playbook" implementation role. You'll be redesigning how companies buy things, which requires equal parts process consulting, product expertise, and relationship management. 🎯 What You'll Do Own procurement implementation for Commercial and upper Mid-Market account

For over 20 years, Smartsheet has empowered teams to manage work seamlessly and scale solutions smarter. Now, in our most ambitious chapter yet, we are uniting human teams with AI agents. By orchestrating the work agents do best, automating manual tasks and uncovering insights at scale, we create the space for people to focus on what truly matters: judgment, creativity, and big thinking. That is magic at work, and it’s what we show up for every day. Smartsheet is seeking an experienced sales leader to lead a team of Enterprise Account Executives as a Regional Director, Enterprise GEO. The ideal candidate will have a history of leading a team to over performance in quota attainment and developing customer accounts in the Enterprise space. This role is part of the Sales organization and is based in Bellevue, Washington and Reports to RVP, Enterprise Sales. You Will: Lead a team of Account Executives to exceed quarterly and annual sales quotas Serve as player/coach in the execution of a complex, solution­-based sales process encompassing multiple groups within Enterprise accounts Play leadership role in developing and growing existing business opportunities by coaching account executives to build and execute account strategies Drive Smartsheet senior executive engagement in target accounts Successfully execute across all disciplines of sales management, including Account/Opportunity/Relationship planning and sales methodology execution Partner with Sales Engineering, Consulting, Customer Success and Marketing management to identify and close software and professional services solutions in accounts Proactively i

For over 20 years, Smartsheet has empowered teams to manage work seamlessly and scale solutions smarter. Now, in our most ambitious chapter yet, we are uniting human teams with AI agents. By orchestrating the work agents do best, automating manual tasks and uncovering insights at scale, we create the space for people to focus on what truly matters: judgment, creativity, and big thinking. That is magic at work, and it’s what we show up for every day. Smartsheet is seeking an experienced sales leader to lead a team of Enterprise Account Executives as a Regional Director, Enterprise GEO. The ideal candidate will have a history of leading a team to over performance in quota attainment and developing customer accounts in the Enterprise space. This role is part of the Sales organization and is based in Bellevue, Washington and Reports to RVP, Enterprise Sales. You Will: Lead a team of Account Executives to exceed quarterly and annual sales quotas Serve as player/coach in the execution of a complex, solution­-based sales process encompassing multiple groups within Enterprise accounts Play leadership role in developing and growing existing business opportunities by coaching account executives to build and execute account strategies Drive Smartsheet senior executive engagement in target accounts Successfully execute across all disciplines of sales management, including Account/Opportunity/Relationship planning and sales methodology execution Partner with Sales Engineering, Consulting, Customer Success and Marketing management to identify and close software and professional services solutions in accounts Proactively i

Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk. The Role You are a deep technical architect. Whether it's a Fortune 500 CTO or a startup founder, you know how to read the room and steer it. You have handled enough OAuth token flows, SCIM failures, and multi-product integration edge cases to spot root issues fast. In this role, you will help shape how developers understand identity at scale. You serve as the top technical escalation point for our support team. You are our domain expert. You influence product roadmaps. You mentor engineers. You challenge standard practices. You raise the bar across the entire global team. You handle ambiguity well. You operate with full autonomy. You focus on delivering outcomes that unblock our most complex accounts. What You Do Strategic Escalations and Architecture This is not primarily a queue role. You will mostly engage on cases that exceed senior engineer scope, the ones that need architecture judgment, not triage. End-to-End Ownership: Resolve our most complex developer cases, including multi-product architectures, ISV integration designs, and strategic account escalations. Cross-Functional Bridge: Serve as the technical link between Developer Support and ISV Partnerships, working directly with strategic partners on integration design. Architectural Consulting: Join customer and partner calls to advise on architecture and resolve issues beyond standard support scope. Product and Executive Engagement Roadmap Influence: Partner with Product Management and Engineering

About Ema Ema is building the world’s leading Agentic AI platform to transform enterprise productivity. We enable organizations to delegate repetitive tasks to Ema, the Universal AI Employee, delivering 10x gains in workforce efficiency, across functions. Founded by former executives from Google, Coinbase, Flipkart, and Okta, our team includes engineers from premier tech companies and graduates of Stanford, MIT, UC Berkeley, CMU, and IITs. We are backed by industry leading investors including Accel, Naspers/Prosus, Section32, and angels like Sheryl Sandberg and Dustin Moskovitz. Headquartered in Silicon Valley and with offices in London, Bangalore and Vancouver, Ema is at the frontier of what Agentic AI can do in production — we ship real systems that run real business processes at scale. Role Overview We are seeking a seasoned AI Strategist to lead strategic enterprise accounts and play a pivotal role in shaping high-impact AI engagements. This role will work closely with our Executive Leadership Team, providing leverage on our most important deals and helping drive transformative AI adoption across major enterprises. The ideal candidate has previously served as a Senior Engagement Manager (or equivalent) at a top-tier consulting firm such as McKinsey, BCG, Bain, or comparable management consulting firms, and is familiar with complex enterprise sales motions. You must be comfortable engaging at C-level, shaping AI strategy for customers, and partnering cross-functionally to orchestrate successful outcomes. Key Responsibilities Strategic Account Leadership Own and drive AI strategy for high-value enterprise accounts Partner with executive sponsors, customer success, solution engineering, and product to deliver winning AI solutions. Act as the strategic advisor to client leadership, helping define AI transformation roadmaps and business cases. Deal Strategy & Executive Leverage Work closely with the CEO, CRO, and broader leadership team to influence deal strategy

WPP is the trusted growth partner for the world’s leading brands. We unite cutting-edge media intelligence and data solutions, world-class creativity, next-generation production, transformative enterprise solutions and expert strategic counsel in a single company – powered by exceptional talent and our agentic marketing platform, WPP Open, to help our clients navigate change, capture opportunity and deliver transformational growth. We work with the world's most valuable brands and have global reach across 100+ markets, with deep local expertise. Our people are the key to our success. We're committed to fostering a culture of creativity, belonging and continuous learning, attracting and developing the brightest talent, and providing exciting career opportunities that help our people grow. For more information, visit WPP.com. Why we're hiring: Filing GST monthly RETURNS (GSTR-1 & GSTR-3B) of Clients , Filing of GST returns as per GSTR -2A & GSTR-2B Available Input tax credit (ITC), Preparation of GSTR-9 & 9C Annual Return (Indirect taxation). What you'll be doing: Independently handling GST compliances which broadly involve following tasks: Amendment in registration, Preparation of the data, review and filing of the monthly returns (GSTR 1 and 3B) Addressing the queries of consultants related to input & output transactions, before arriving at the final liability. Coordinating the details of advances received and advances adjusted against subsequent billing, before finalising the monthly GST liability; Also, identify the ineligible credit from the input register and remove the same from input register; Reconciling GLs, with returns data GST Credit reconciliation – Compiling the details, sending mails, calling vendors for resolution, etc. GST Audit (9/9C) - Compiling the details for Annual GST Audit based on the monthly return and books of accounts. Provide other reports on input and

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone’s reach while doing the most important work of your career. About the team The Worldwide Alliances and Channels team is responsible for developing and managing a global community of partners that helps ambitious businesses with industry-leading payments and financial infrastructure solutions and services. These partnerships help Stripe unlock market opportunities and accelerate user growth across segments, from startups to enterprise companies. What you’ll do We are looking for an enthusiastic Partner Development Manager (PDM) to join the Americas Alliances & Channels team. This is a partner relationship and revenue-generating role, reporting to Americas Alliances & Channels leadership. You’ll cultivate and maintain relationships with executives and sales teams at Stripe and partner organizations. You’ll secure new business, negotiate and close strategic partnerships, and help accelerate Stripe’s business across the region with systems integrators, consulting firms, and development agencies. You’ll also execute Stripe’s global partner programs, marketing, enablement, and co-selling initiatives across the region, driving partner participation and engagement. Responsibilities Build deep relationships across sales, and marketing, and partner leadership teams. Develop a revenue-generating joint go-to-market plan for assigned partners, including joint activities such as events and webinars, engagement with partner account executives through enablement and co-selling plans, and solution development. Develop

MongoDB Professional Services serves as the delivery owner for complex customer initiatives, translating strategic goals into disciplined execution and measurable business outcomes across modernization, migration, cloud, data, and AI-related programs. The team drives delivery accountability across customers and internal stakeholders through strong governance, proactive risk management, and sustained alignment to customer priorities. About the Role MongoDB is looking for a Senior Project Manager to lead complex customer-facing Professional Services engagements and serve as the accountable delivery owner for customer requirements, execution, and business outcomes. The role translates customer objectives into a clear delivery strategy, aligns execution to expected outcomes, and drives alignment across scope, schedule, risk, dependencies, stakeholder actions, governance, and success measures. The person acts as a consultative partner to the customer’s business. helping shape priorities, tradeoffs, and decisions while keeping delivery focused on value realization. They must bring strong services delivery leadership, executive communication skills, and the ability to operate effectively in technically complex environments with sound judgement. The role partners closely with Consulting Engineers, Customer Success, Sales, and customer stakeholders to maintain momentum, align resources, and deliver measurable value. It also operates at both the engagement and broader account level, including leading regular quarterly business reviews and helping teams reassess priorities when needed. This role will be based remotely in the United States. What you will do: Lead complex Professional Services engagements from kickoff through closeout, maintaining continuity, accountability, and focus on value realization Own delivery accountability for customer requirements, execution, and business outcomes, keeping work aligned to customer prior

Zscaler (NASDAQ: ZS) accelerates digital transformation so customers can be more agile, efficient, resilient, and secure. The Zscaler Zero Trust Exchange™️ platform protects thousands of customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location. Distributed across 160+ public exchanges globally and thousands of private exchanges at the edge, the SASE-based Zero Trust Exchange is the world’s largest in-line cloud security platform. We believe the future of work is Human + AI and are building an AI-native enterprise where human potential is amplified by machine intelligence to solve the world’s hardest security challenges. Driven by deep customer obsession, we are committed to the mission, outcome, and to each other. We bring these commitments to life through three core behaviors: ownership and collaboration, trust through outcomes and impact, and a challenge culture with ongoing feedback. Ready to make an impact at the company pioneering security transformation in the AI era? Join us at Zscaler. We are looking for a Senior Sales Engineering Manager to join our team. This is a fully remote role, reporting to the Senior Director, Solutions Consulting in the Solutions Consulting department. You will define and drive the regional technical-win strategy in partnership with Sales leadership, ensuring consistent, high-quality pre-sales execution across priority accounts. By leading and developing a team of Sales Engineers, you will standardize repeatable pre-sales plays, deliver transformative customer outcomes, and communicate complex value clearly to VP/C-level stakeholders to accelerate deals and long-term adoption. What you’ll do (Role Expectations) Own the end-to-end pre-sales motion and ensure the Sales Engineering team delivers consistently high-quality, value-based customer engagements that accelerate pipeline and close outcomes Build a high-performing, engaged SE team through coaching and 1:1s, with clear deve

About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role Technical Consulting is Ramp's post-sales technical delivery team. When a finance org needs Ramp to work the way their business actually runs, this is the team that takes customers through that transformation, from complex accounting issues to integration errors to everything in between. The Senior Manager, Technical Consulting, Strategic leads the team responsible for Ramp's largest and most strategic accounts . You'll own post-sales technical implementation for this segment end to end — from technical discovery and solution design through go-live, adoption, and expansion — working shoulder-to-shoulder with our Customer Activation team , with whom you'll co-own activation milestones and time-to-value . Strategic customers arrive with multi-entity structures, legacy ERPs, in-flight finance transformations, procurement and treasury requirements, and executive sponsors who expect a named technical leader in the room. Your team is the last line of technical escalation for these accounts — there is no tier above you. This role suits an ex

About Zinnov Zinnov is a global management consulting firm that helps organizations make decisions that actually get used — and deliver results that matter. For over two decades, we’ve partnered with leading enterprises, high-growth technology companies, and investors to answer some of the toughest questions they face: Where should we invest? How do we scale globally? What capabilities will win in the next decade? Our work shapes market entry strategies, global operating models, M&A decisions, and long-term growth bets. We’re known for being data-led, execution-focused, and outcome-driven — not opinion-heavy slideware. At Zinnov, how you work matters as much as what you deliver. We value independent thinking, crisp communication, and early ownership. With 450+ professionals across 10 global offices, we work across industries including Digital Services, ER&D, Enterprise Software, Semiconductors, Healthcare, BFSI, Automotive, Media & Telecom, and Private Equity. Zinnov isn’t for everyone. It’s for people who want steep learning curves, honest feedback, and the chance to see their work influence real business decisions — not just presentations. Why Corporate Functions? Zinnov’s Corporate Functions teams power how the firm delivers at scale—building the internal engine behind high-growth, high-impact work. You’ll get: • Hands-on ownership in running and scaling core operations (including Finance Operations, AP/AR, and process discipline). • Exposure to end-to-end enablement models that strengthen operating engines, employee experience, and scalable processes. • A highly cross-functional environment with close collaboration across delivery/PMO and domain teams to drive consistent execution. About the Role As Senior Executive – Global Accounts Payable , you will manage end-to-end Procure-to-Pay (P2P) operations across multiple global entities, ensuring timely invoice processing,

About Zinnov Zinnov is a global management consulting firm that helps organizations make decisions that actually get used — and deliver results that matter. For over two decades, we’ve partnered with leading enterprises, high-growth technology companies, and investors to answer some of the toughest questions they face: Where should we invest? How do we scale globally? What capabilities will win in the next decade? Our work shapes market entry strategies, global operating models, M&A decisions, and long-term growth bets. We’re known for being data-led, execution-focused, and outcome-driven — not opinion-heavy slideware. At Zinnov, how you work matters as much as what you deliver. We value independent thinking, crisp communication, and early ownership. With 450+ professionals across 10 global offices, we work across industries including Digital Services, ER&D, Enterprise Software, Semiconductors, Healthcare, BFSI, Automotive, Media & Telecom, and Private Equity. Zinnov isn’t for everyone. It’s for people who want steep learning curves, honest feedback, and the chance to see their work influence real business decisions — not just presentations. Why Corporate Functions? Zinnov’s Corporate Functions teams power how the firm delivers at scale—building the internal engine behind high-growth, high-impact work. You’ll get: Hands-on ownership in running and scaling core operations (including Finance, Governance, and Business Enablement). Exposure to end-to-end enablement models that strengthen operating engines, employee experience, and scalable processes. A highly cross-functional environment with close collaboration across delivery/PMO and domain teams to drive consistent execution. About the Role As Senior Manager – Business Finance Partner , you will operate at the intersection of business and finance—partnering with business leaders to unlock growth, improve profitabi

About Us At BGBx , we're driven by a simple idea: breakthrough thinking creates breakthrough impact. As an independent commercial solutions partner to pharmaceutical and life science companies, we bring together strategists, scientists, communicators, creatives, technologists, and data experts to tackle some of healthcare's most important challenges. Our teams work across consulting and communications to help clients shape strategy, launch innovations, engage stakeholders, and drive meaningful results throughout the product lifecycle. The work is complex, fast-moving, and deeply connected to improving lives, creating opportunities for curious minds to make a real difference every day. If you're energized by collaboration, inspired by innovation, and motivated by work that matters, you'll find a place to grow, contribute, and make a meaningful impact at BGBx. Medical Editor Position Overview The Medical Editor is responsible for the editorial integrity and factual accuracy of all marketing materials we develop and produce. This position ensures all pieces are grammatically and factually flawless and comply with American Medical Association (AMA) style, client style, and US Food and Drug Administration (FDA) rules and regulations. The Medical Editor contributes the fullest extent of their knowledge and understanding toward maintaining the highest levels of quality control. This position reports to the Associate Editorial Supervisor or Editorial Supervisor. This role supports after-hours business needs and requires availability to work Monday through Friday, 2:00 PM – 10:00 PM ET. Responsibilities Edits initial round of jobs for all assigned accounts for content as well as for AMA style, client style, FDA rules and regulations, grammar, spelling, and consistency within the piece and among related pieces within a campaign Fact-checks initial round of jobs and subsequent rounds as n