Account Consultant At Retail Insights Jobs

The Team + The Role Pendo’s Technical Support Engineers are the diagnostic and strategic layer between customers and the product. This small, global team sits within Engineering and partners daily with Product, Engineering, and Customer Engineering across the US, EMEA, and APAC. The team does not operate like a help desk; it solves technical problems, strengthens customer outcomes, and turns customer signal into product insight. As a Sr. Technical Support Engineer, you will own customer issues end-to-end across Pendo’s web and mobile products, from triage and debugging to resolution, documentation, and feedback loops. You will handle break/fix issues, how-to questions, configuration guidance, bug reproduction, and complex escalations while using AI tools to accelerate research, drafting, troubleshooting, and knowledge capture. At the senior level, you will also serve as a go-to technical resource for peers and contribute to the cross-functional work that makes the support function stronger. This role is based in our Raleigh office. What this looks like day-to-day Support queue ownership: You triage, diagnose, and resolve technical issues across Pendo’s web and mobile products, including break/fix, how-to, best practice, and configuration questions. You manage urgency based on customer impact and own each case until the customer’s problem is actually solved. Technical guidance: You provide targeted technical assistance on platform usage, configuration, and best practices for customers in your segment. Each engagement is scoped to the issue at hand, with clear resolution, documentation, and a path forward that helps the customer move independently. Customer signal: You translate customer pain into reproducible test cases, clear bug reports, and prioritized feedback for Product and Engineering. You also surface customer health signals and strategic gaps to Account Owners and Customer Success so the right teams can act. Knowledge at scale: You create and maintain intern

PagerDuty (NYSE:PD) is a leader in Digital Operations Management. In an always-on world, organizations of all sizes trust PagerDuty to help them deliver a perfect digital experience to their customers, every time. Teams use PagerDuty to identify issues and opportunities in real time and bring together the right people to fix problems faster and prevent them in the future. Over 13,000 organizations (including 60 of Fortune 100) rely on PagerDuty to succeed with Digital Transformation, Cloud Migration, and DevOps Modernization. Notable customers include GE, Cisco, Genentech, Electronic Arts, Cox Automotive, Netflix, Shopify, Zoom, DoorDash, Lululemon and more. We are expanding rapidly as a platform for Digital Operations Management using AI/ML and Automation and growing our adoption by Development, IT, Customer Service, Security, and other teams across the organization. Overview Of The Role PagerDuty is seeking a Business Development Representative to join our diverse, customer-focused team! As Business Development Representative, you will report to a Manager of Sales Development and as part of a dynamic team, you'll collaborate closely with our talented Account Executives, fueling their pipelines with promising leads and conquering territories together. Imagine the thrill of diving into the heart of the sales cycle, exploring every aspect and seizing captivating opportunities. With our fast-paced, high-volume environment, your energy will soar, and your organizational skills will shine like never before. Get ready for an exhilarating adventure as a member of the PagerDuty Business Development team! You'll be at the forefront of our Sales department, representing the prestigious PagerDuty brand and serving as the initial point of contact for our target accounts. Your role will be to ignite their interest through a modern approach to outbound prospecting, nurturing, educating and captivating them with the incredible value of PagerDuty This isn't jus

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 looking for an experienced individual contributor, Professional Services Business Development Director to join the Professional Services Sales team. As a Client Services Director, you will have a professional services bookings target, responsible for selling Smartsheet’s portfolio of PS offerings to help accelerate customer’s adoption of the Smartsheet platform across a variety of intelligent work management solutions. You will be a sales overlay across two Enterprise Sales teams made up of approximately 10-15 territories in the EMEA region. You will manage the end-to-end sales process of services-only opportunities and collaborate closely with Account Executives on solution sales opportunities involving software licensing and services. This role reports to the Director of Professional Services Sales and Customer Outcomes in the EMEA region. You Will: Understand Smartsheet’s evolving portfolio of professional services offerings and capabilities and how these map to different Solution use cases and Customer / Team maturity levels Create services-specific territory plans outlining priority accounts, big bets, and stakeholder relationship maps that will contribute into Account Executives’ overall account and territory plans Accurately forecast professional services monthly and quarterly bookings for your aligned territories Diligently manage pipeline hygiene in Salesforce and Clari, ensuring opportunity stage, value, close date, MEDDIC fields, and next steps notes Develop new business and fol

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. AI is reshaping how enterprises buy, adopt, and expand work management platforms — and the conversation is moving faster in EMEA than most vendors are equipped to support. Smartsheet is building a market-leading AI narrative anchored in organizational intelligence, agentic workflows, and the Model Context Protocol (MCP), and this role exists to make that narrative land with EMEA field teams and the enterprise buyers they serve. As a Sr. Product Marketing Manager on the AI GTM Strategy team, you will be the in-region AI product marketing partner for Smartsheet's EMEA sales organization. You will translate the global AI narrative, product roadmap, and enablement infrastructure into regionally activated content, training, and field support — ensuring EMEA account executives, solution engineers, and customer success managers can lead substantive AI conversations that drive pipeline and expansion. This is not a generalist PMM role. You will own the intersection of AI product marketing and regional field activation across EMEA, working at the pace of a rapidly evolving product surface and a field organization that needs to be ahead of the market conversation. The role is hybrid, based at Smartsheet’s corporate offices in London, UK. You will report to our VP, AI Market Strategy. You will own: AI Narrative Activation — EMEA Execute the regional activation of Smartsheet's global AI narrative across EMEA field teams, adapting messaging for market maturity, regulatory context, and competitive dynamics specific to European enterpri

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 looking for an experienced Senior Data Scientist II to build the ML models and AI sub-agents that drive growth, monetization, efficiency, and retention across the customer lifecycle. You’ll work end-to-end framing problems, building models across the modern ML and deep learning toolkit, designing sub-agents that reason and act, and shipping all of it into production for millions of users. The data is unusually rich: petabyte-scale execution data spanning two decades of how real work gets done. You are curious, technically rigorous, and can translate complex modeling and sub-agent behavior into clear recommendations for your partners. You will work primarily with Product and Engineering and will be a part of Smartsheet’s Business Intelligence team. This full-time position initially reports to the VP of Data Science located in our Bellevue, WA office, or you may work remotely from anywhere in the US where Smartsheet is a registered employer. You Will: Design and ship AI sub-agents that act across the customer lifecycle, combining predictive models, retrieved context, and LLM reasoning to recommend or take action Build the predictive and prescriptive models that power those sub-agents churn risk, growth, adoption trajectories, account health scoring, and similar lifecycle problems Develop the data foundations and knowledge layer those sub-agents reason over, applying responsible aggregation and privacy-aware design Design the tools, retrieval, and grounding strategies each sub-agent uses; decide when a s

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 looking for a high-impact Client Services Director to join our Professional Services Sales team. This role owns the end-to-end sales cycle for Smartsheet’s Services Portfolio and drives customer value by positioning Smartsheet as a strategic partner. We are seeking candidates who operate by: leading complex, multi-solution pursuits, influencing executive stakeholders, and applying value based selling to measurable business outcomes. You will report to the Director, Customer Outcomes and this is a remote eligible role. You Will: Own the services sales cycle: Lead pursuits from early qualification through signed Statement of Work (SOW), with or without AE/SE support Elevate conversations: Uplevel customer and account team discussions across the Customer Outcomes lifecycle to influence platform adoption, multi solution expansion, and long term value creation Drive value-led selling: Apply value frameworks (e.g., Smartsheet Value Selling, MEDDIC, Challenger) to uncover priorities, link them to Smartsheet solutions, and advise the customer through opportunity closed-won Engage executives: Develop trusted relationships with executive sponsors, procurement, and key decision makers to accelerate deal velocity and eliminate last mile friction Generate and progress pipeline: Maintain ~3× coverage by identifying whitespace, creating new opportunities, and advancing stalled pursuits with clear next steps and mutual action plans Forecast with discipline: Use Salesforce and Clari for precise pipeline hygiene, risk surfac

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 targets industries where workflow specificity is essential. As a Principal Product Marketing Manager, Vertical Industries, you will lead the strategic development of industry-specific value narratives, use case positioning, and sales-ready content for priority vertical, Manufacturing. In this role, you will own the GTM narrative, ensuring positioning is grounded in quantified, defensible value claims. This role requires deep industry curiosity, methodological discipline, and the ability to drive multiple complex workstreams in parallel to maintain Smartsheet’s competitive edge. This full-time position reports to the Sr. Director, Customer Value and can be located in our Bellevue, WA office, or you may work remotely from anywhere in the US where Smartsheet is a registered employer. What You Will Own: Value Strategy Execution — Vertical Industries Lead the team's execution of the Smartsheet Value Strategy process for priority verticals. Define positioning scope, including target segments, industry-specific buyer roles, KPIs, and competitor sets. Validate buyer value levers and map them to Smartsheet's capabilities to demonstrate differentiated, quantified benefits. Build vertical Value Impact Models and define the problem Smartsheet owns within each industry. Develop cross-functional Adoption Plans and validate position hypotheses through direct buyer sessions. ICP & CAPDB for Vertical Segments: Own ICP definition and target account prioritization for each priority vertical. Ensure each vertical ICP sp

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. As a Customer Success Renewals Manager , you will support the Customer Success Organisation in driving a portfolio of customer renewals. The ideal Renewal Manager is an experienced professional with a full understanding of the SaaS contracting space. You will resolve a range of issues in creative ways while mitigating risk and providing a world-class renewal experience for our customers. This key role is part of the Customer Success team , reporting to the Manager, Customer Success , and is based in London (Hybrid eligible). You Will: Serve as an extended member of the Smartsheet account team to bring all assigned contract renewals to a successful conclusion Ensure a positive customer experience throughout all stages of the renewal process Partner with sales, customer success, order management, our partner organisations and senior leadership to accelerate the contract renewal process and create positive outcomes Build and communicate an accurate forecast for upcoming renewals Identify and highlight any renewal risk to your partners and work with all team members in order to develop resolution strategies Evaluate your portfolio to prioritise time to render the most favourable outcomes Highlight opportunities for process improvement Perform other duties as assigned You Have: 5+ years of Sales, Customer Success or Finance experience. 2+ years of experience working in a software renewal role. Strong negotiation skills with experience driving

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 looking for a high-impact Professional Services Business Development Director to join our Professional Services Sales team. This role owns the end-to-end sales cycle for Smartsheet’s Services Portfolio and drives customer value by positioning Smartsheet as a strategic partner. We are seeking candidates who operate by: leading complex, multi-solution pursuits, influencing executive stakeholders, and applying value based selling to measurable business outcomes. You will report to the Director, Customer Outcomes and this is a remote eligible role. You Will: Own the services sales cycle: Lead pursuits from early qualification through signed Statement of Work (SOW), with or without AE/SE support Elevate conversations: Uplevel customer and account team discussions across the Customer Outcomes lifecycle to influence platform adoption, multi solution expansion, and long term value creation Drive value-led selling: Apply value frameworks (e.g., Smartsheet Value Selling, MEDDIC, Challenger) to uncover priorities, link them to Smartsheet solutions, and advise the customer through opportunity closed-won Engage executives: Develop trusted relationships with executive sponsors, procurement, and key decision makers to accelerate deal velocity and eliminate last mile friction Generate and progress pipeline: Maintain ~3× coverage by identifying whitespace, creating new opportunities, and advancing stalled pursuits with clear next steps and mutual action plans Forecast with discipline: Use Salesforce and Clari for precise pi

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. We are searching for an experienced global events manager who thrives in evolving environments and is excited to help establish, scale, and mature demand-based event marketing capabilities. As a strategic contributor, you will help define success for the Global Demand Events Marketing team and contribute to the operating model, programs, and execution frameworks required to deliver predictable pipeline impact. You will report to the Director of Demand Events, based in North America, and will balance global consistency with account-specific nuance while serving as a contributing voice for strategic motions in global planning and prioritization. You Will: Lead end-to-end execution of a global portfolio of Tier 1 and Tier 2 third-party and proprietary events, translating global strategy into detailed plans, timelines, and deliverables. Own planning and delivery of industry conferences, sponsorships, hosted experiences, and proprietary programs across regions, ensuring consistent, high-quality execution aligned to global standards. Partner cross-functionally with Product Marketing, Growth Marketing, Field Marketing, Content, Design, Sales, SDRs, and Marketing Operations to operationalize integrated event campaigns and ensure alignment with go-to-market priorities. Drive event programs that generate measurable pipeline and customer engagement through meeting programs, lead capture, attendee journeys, and coordinated post-event follow-up. Manage execution of global sponsorship programs, ensuring fulfillment of contractual deli

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 looking for a high-impact Professional Services Business Development Director to join our Professional Services Sales team. This role owns the end-to-end sales cycle for Smartsheet’s Services Portfolio and drives customer value by positioning Smartsheet as a strategic partner. We are seeking candidates who operate by: leading complex, multi-solution pursuits, influencing executive stakeholders, and applying value based selling to measurable business outcomes. You will report to the Director, Customer Outcomes and this is a remote eligible role. You Will: Own the services sales cycle: Lead pursuits from early qualification through signed Statement of Work (SOW), with or without AE/SE support Elevate conversations: Uplevel customer and account team discussions across the Customer Outcomes lifecycle to influence platform adoption, multi solution expansion, and long term value creation Drive value-led selling: Apply value frameworks (e.g., Smartsheet Value Selling, MEDDIC, Challenger) to uncover priorities, link them to Smartsheet solutions, and advise the customer through opportunity closed-won Engage executives: Develop trusted relationships with executive sponsors, procurement, and key decision makers to accelerate deal velocity and eliminate last mile friction Generate and progress pipeline: Maintain ~3× coverage by identifying whitespace, creating new opportunities, and advancing stalled pursuits with clear next steps and mutual action plans Forecast with discipline: Use Salesforce and Clari for precise pi

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. We are seeking a Senior Field Marketing Manager to lead enterprise-focused strategy and demand orchestration for our EMEA Sales organisation. In this role, you are a strategic partner to sales leadership and a key architect of Smartsheet’s field marketing engine. You are accountable for driving pipeline velocity, defining investment strategy, and establishing the operational rigor required to win in complex enterprise accounts. This is a role for a seasoned field marketing leader who thrives in evolving environments. You will look beyond individual tactics to build scalable marketing engagement plans that can be leveraged across the organization, ensuring Smartsheet maintains a world-class presence that resonates with sophisticated buying committees and drives measurable revenue impact. What You’ll Do Drive Segment Pipeline & Engagement: Achieve account and segment pipeline and engagement goals through targeted marketing strategies and tactics tailored to the high-priority sales segment you support. Own Segment Strategy: Align marketing investment directly to enterprise revenue targets, pipeline gaps, and regional sales priorities for your segment. Deliver Regional Event Excellence: Align and collaborate with other marketing teams such as Customer marketing, Demand events, Growth marketing, Sales development and others to create and deliver regional events and programs that meet regional pipeline, awareness, and customer cross-sell and upsell objectives. Orchestrate Sales Alignment: Establish and lead regular b

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 looking for a Customer Success Manager to manage a set of large enterprise accounts and improve customer satisfaction, application engagement, customer retention, and growth. You will be the primary contact for customers, understanding their success criteria, sharing best practices, providing solution guidance, and helping them realize value from Smartsheet. You have a track record for Software as a Service (SaaS) account management and maintaining high customer renewal rates because of ongoing customer engagement and technical leadership. You will report to a Manager of Customer Success and may work remotely. Due to the collaborative nature of this role with Account Teams (Sales, Presales, Services) ideal candidates live in the Central or Eastern United States. You Will: Perform initial onboarding of accounts with enterprise level customers, ensuring adoption and ongoing engagement throughout the customer's lifecycle Partner with a cross-functional account team to develop a territory plan that maximizes customer satisfaction, retention, and expansion Develop and execute a data-driven enablement strategy that increases customer adoption, showcases product value, and strengthens customer re

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. SoFi Bank N.A. seeks Recovery Operations Senior Analyst in San Francisco, CA: Job Duties: Lead the ideation, process build-out, and execution of a robust control infrastructure for; Recovery operations, across the different operational streams. Partner with CCoE's Operations Risk Control team in drafting the framework for new controls and updating existing policies and procedures to align with the framework. Identify process and procedure issues, and areas of opportunity for introducing strong control risk management as it relates to Recovery Operations. Support the build out and deployment of a full set of operational control checks for the Internal Recovery Unit (IRU); Ensure adequate controls are present in all aspects of the IRU's operation; including monthly account assignment into the IRU, bi-weekly DSC scrub, settlement offering and arrangement, compliance with settlement break parameters, program completion and performance reporting. Develop and maintain robust monitoring and reporting capabilities to track the different streams of Recovery Operations across SoFi's lending businesses. Lead an internal monthly review of portfolio trends, control reporting, and engineering progress updates. Perform operational oversight of our Recovery vendors, requiring vendor staffing and process optimization discus

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The team SoFi’s Credit team manages credit risk activities for our lending products (Student Loan Refinance, Private Student Loan, Personal Loan, Credit Card, and Mortgage) - including credit strategies/policies for new account origination and portfolio management, collections/recovery strategies and operations, and risk and operational data science and analytics. The team designs data-driven strategies to ensure the growth in lending is consistent with the company’s risk appetite and helps create the products and experiences that put our members’ interests first. The Senior Credit Manager will work in the Credit team and have responsibilities to analyze and evaluate data to develop and propose value-added credit risk strategies and models for SoFi’s lending products, including Personal Loan, Student Loan Refinance, Private Student Loan, and Credit Card. The initial focus of the role will be on Personal Loan but the candidate may get opportunities to work on other lending products in the future. The candidate will be responsible for independently developing and implementing Personal Loan underwriting strategies that meet our risk appetite, monitoring and analyzing the risk trends within the portfolio to provide insights and recommendations for strategy enhancement opportunities. She/he will be part of