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Account Operations Intern Jobs

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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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role Addepar’s Enterprise Sales team partners with some of the largest wealth management firms globally, including many listed on the Barron’s Top 40. As an Enterprise Account Executive, you will lead complex, consultative sales efforts with a small set of highly strategic clients. This is a senior role with responsibility for both driving new business and expanding long-term partnerships across global financial institutions. You will act as the business owner for your accounts , setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales; you’ll help shape how leading firms evolve their advisor and client experience through technology. You’ll operate in a highly cross-functional environment, partnering with teams across Sales Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a consistent, high-quality experience from initial engagement through long-term growth. What You’ll Do Own and grow strategic relationships - Build, expand, and deepen relationships with key enterprise clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio. Lead consultative enterprise sales cycles -

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role Addepar’s Enterprise Sales team partners with some of the largest wealth management firms globally, including many listed on the Barron’s Top 40. As an Enterprise Account Executive, you will lead complex, consultative sales efforts with a small set of highly strategic clients. This is a senior role with responsibility for both driving new business and expanding long-term partnerships across global financial institutions. You will act as the business owner for your accounts , setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales; you’ll help shape how leading firms evolve their advisor and client experience through technology. You’ll operate in a highly cross-functional environment, partnering with teams across Sales Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a consistent, high-quality experience from initial engagement through long-term growth. What You’ll Do Own and grow strategic relationships - Build, expand, and deepen relationships with key enterprise clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio. Lead consultative enterprise sales cycles -

A
2mo ago

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role Addepar’s Enterprise Sales team partners with some of the largest wealth management firms in the globally, including many listed on the Barron’s Top 40. As an Enterprise Account Executive, you will lead complex, consultative sales efforts with a small set of highly strategic clients. This is a senior role with responsibility for both driving new business and expanding long-term partnerships across global financial institutions. You will act as the business owner for your accounts , setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales; you’ll help shape how leading firms evolve their advisor and client experience through technology. You’ll operate in a highly cross-functional environment, partnering with teams across Sales Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a consistent, high-quality experience from initial engagement through long-term growth. What You’ll Do Own and grow strategic relationships - Build, expand, and deepen relationships with key enterprise clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio. Lead consultative enterprise sales cy

A
Addepar
📍 New York• $128K – $160K/yr
4mo ago

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role Addepar has experienced exponential growth in the Institutional market segment, which includes endowments, foundations, pensions, sovereigns, OCIOs, insurers, and alternative asset managers across all asset classes. Some of the largest asset owners in the world have chosen to partner with us deeply at the very core of their tech stack, and simultaneously, global alternative managers such as private equity, venture capital, and fund-of-funds are choosing Addepar to power their business and future growth strategy. NYC has been the Institutional team’s launchpad, and we are looking for a seasoned, growth-minded Senior Account Executive to continue growing our global presence in the institutional vertical. Thi is a senior role with responsibility for both driving new business and expanding long-term partnerships. You will act as the business owner for your accounts , setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales ; you’ll help shape how leading firms utilize our platform to evolve and transform investment intelligence and operational leverage, fueling future growth. You’ll operate in a highly cross-functional environment, partnering

aifinance
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A
Addepar
📍 United States• Remote• $149K – $223K/yr
5mo ago

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role Addepar’s Enterprise Sales team partners with some of the largest wealth management firms in the U.S. and globally, including many listed on the Barron’s Top 40. As an Enterprise Account Executive, you will lead complex, consultative sales efforts with a small set of highly strategic clients. This is a senior role with responsibility for both driving new business and expanding long-term partnerships across global financial institutions. You will act as the business owner for your accounts , setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales; you’ll help shape how leading firms evolve their advisor and client experience through technology. You’ll operate in a highly cross-functional environment, partnering with teams across Sales Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a consistent, high-quality experience from initial engagement through long-term growth. 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 b

REMOTEai
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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 Startups Grower team is a highly consultative group that manages relationships, growth, and retention for Stripe’s largest and fastest-growing Funded Startup customers. As a manager on the team, you will oversee a group of Account Executives who have the opportunity to work with the entire suite of Stripe products. You will act as both a people manager and a strategic visionary for the team. What you’ll do As a Manager of the Core Grower team, you will help grow Stripe’s North American startup customers. You will build and lead a team of high-performing Account Executives, helping them develop their skills and deliver on ambitious targets while also working directly with customers. Responsibilities Recruit and build a team of Existing Business sellers Work with senior leadership to develop the long-term vision and strategy for the team, and manage day-to-day operations with a focus on performance against key sales and growth metrics Be accountable for increasing upsell/cross-sell revenue and driving positive renewal outcomes among high-potential Startups Play a personal and direct role in building and maintaining enduring customer relationships, up to C-level Coach and guide the team in developing consultative and solution-based skills through all facets of the sales cycle for existing Stripe users Inspire, motivate and enable personal- and career-development of team members Work collaboratively and cross-functionally across the or

R
Ripple
📍 San Francisco• $152K – $190K/yr
5 days ago

At Ripple, we’re building a world where value moves like information does today. It’s big, it’s bold, and we’re already doing it. Through our crypto solutions for financial institutions, businesses, governments and developers, we are improving the global financial system and creating greater economic fairness and opportunity for more people, in more places around the world. And we get to do the best work of our career and grow our skills surrounded by colleagues who have our backs. If you’re ready to see your impact and unlock incredible career growth opportunities, join us, and build real world value. The WORK: As our Treasury team grows worldwide, we are hiring a versatile, operational, organized, analytical, and collaborative Treasury Manager. You will handle daily cash and product operations and assist with all global processes. You will help lead efforts to expand the company’s infrastructure and work closely with cross-functional team members and Ripple’s partners every day. WHAT YOU'LL DO: Prepare, assess, and process cash flow transactions (including Payroll, Tax, Bank fees, and Treasury payments). Manage entity funding (approvals/callbacks), capital calls, loans, grants, and intercompany funding/settlement oversight. Support continuous oversight of cash operations, including daily cash handling, bank account reconciliation, and account configurations. Provide internal/external audit support, coordinate FBAR compliance, and manage restricted account/LOC monitoring. Assist in preparing and analyzing cash positions, providing digital asset fundings, and ensuring liquidity for wallet/funding obligations. Complete Stablecoin (RLUSD) Treasury operations, OTC trading support, RPD and Treasury operations. Manage AP and Corporate payments using crypto assets. Own global account and exchange management, including opening/closing accounts, KYC, signatory updates, FBAR reporting, User Access Management, and other account management activities. Manage bank fee and

aiExcelaccounting
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RH
27 days ago

Healthcare is complex. We’re here to change that. RVO Health is a health technology company on a mission to make health easier to navigate, more accessible, and more affordable for everyone. Here, you'll help over 40 million people every month, with a team that genuinely cares about the work and each other. AT A GLANCE We are looking for a strategic and experienced Associate Director, Client Operations to lead the relationship with one of our key Quit for Life accounts, while also leading and developing part of the Client Management team within our State Quit Services organization. This role sits at the intersection of senior client leadership and people management — owning the health, growth, and retention of one of our key accounts while building the capability and career growth of the team supporting our broader State Quit for Life portfolio. This role works closely with our product, engineering, billing, evaluation, and reporting teams, and represents Client Services in cross-functional and executive-level conversations about account strategy, escalations, and growth. We're looking for a leader who is highly detail-oriented, thrives under deadline pressure, brings sound judgment to ambiguous or high-stakes situations, and has a genuine passion for public health. This is an ideal position for a candidate who wants to combine hands-on ownership of a key client with the opportunity to coach and grow a team, and who is passionate about furthering the work of tobacco and nicotine cessation. Where You'll Be Preferred locations: Florida, North Carolina, & Georgia What You’ll Do Client Management Leadership Act as the client's internal advocate, building strong cross-functional partnerships to ensure satisfaction, retention, and delivery excellence Serve as the senior relationship owner and primary escalation point for our largest State Quitline account, building trusted, executive-level relationships with state stakeholders Provide strategic consultative guidance o

REMOTEproject managementfinanceprocurement
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M
28 days ago

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Analyst, Account Management About Arcus Arcus' leading Payments Platform enables businesses to launch and scale innovative payment experiences across Latin America. As part of Mastercard's Commercial & New Payment Flows (CNPF) organization, Arcus is helping modernize how businesses and consumers move money through digital payment solutions in Mexico and across the region. Overview The Analyst, Account Management will support the growth, retention, and success of Arcus' client portfolio by providing analytical, operational, and relationship management support. Working closely with clients and internal stakeholders, this role helps drive client satisfaction, business growth, and operational excellence. In This Role You Will Support the management and growth of strategic client relationships. Build and maintain relationships with business, product, operational, and technical stakeholders. Analyze client performance, transaction trends, and key business metrics. Develop reports, dashboards, and client-facing presentations. Identify opportunities for account growth and product adoption. Coordinate with Product, Operations, Technology, Finance, and Customer Support teams to address client needs. Support onboarding, implementations, and ongoing client initiatives. Maint

salesforceExcelfinance
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Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Manager, Technology Account Management - Singapore Overview The Manager, Technical Account Management is responsible for managing the technology and operational relationship with Mastercard customers across an assigned market or portfolio. The role serves as the primary point of contact for technical, system, and operational matters, ensuring customer needs are understood, prioritized, and addressed through effective coordination across internal and external stakeholders. The role requires a strong understanding of customer implementation plans, operational environments, technical requirements, and key pain points. The successful candidate will act as a bridge between customers, market teams, regional teams, product teams, and operations teams to support implementation, incident management, release readiness, performance optimization, and adoption of Mastercard products and solutions. The Manager, Technical Account Management contributes to the achievement of business and customer goals by managing projects and processes within the Technology Account Management function, resolving issues with appropriate escalation, supporting continuous improvement, and helping customers operate effectively and efficiently within Mastercard’s ecosystem. The Role • Manage the day-to-day technology and operational r

project management
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At Ripple, we’re building a world where value moves like information does today. It’s big, it’s bold, and we’re already doing it. Through our crypto solutions for financial institutions, businesses, governments and developers, we are improving the global financial system and creating greater economic fairness and opportunity for more people, in more places around the world. And we get to do the best work of our career and grow our skills surrounded by colleagues who have our backs. If you’re ready to see your impact and unlock incredible career growth opportunities, join us, and build real world value. The WORK: As our Treasury team grows worldwide, we are hiring a versatile, operational, organized, analytical, and collaborative Treasury Manager. You will handle daily cash and product operations and assist with all global processes. You will help lead efforts to expand the company’s infrastructure and work closely with cross-functional team members and Ripple’s partners every day. WHAT YOU'LL DO: Prepare, assess, and process cash flow transactions (including Payroll, Tax, Bank fees, and Treasury payments). Manage entity funding (approvals/callbacks), capital calls, loans, grants, and intercompany funding/settlement oversight. Support continuous oversight of cash operations, including daily cash handling, bank account reconciliation, and account configurations. Provide internal/external audit support, coordinate FBAR compliance, and manage restricted account/LOC monitoring. Assist in preparing and analyzing cash positions, providing digital asset fundings, and ensuring liquidity for wallet/funding obligations. Complete Stablecoin (RLUSD) Treasury operations, OTC trading support, RPD and Treasury operations. Manage AP and Corporate payments using crypto assets. Own global account and exchange management, including opening/closing accounts, KYC, signatory updates, FBAR reporting, User Access Management, and other account management activities. Manage bank fee and

aiExcelaccounting
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R
Ripple
📍 Chicago• $144K – $180K/yr
1mo ago

At Ripple, we’re building a world where value moves like information does today. It’s big, it’s bold, and we’re already doing it. Through our crypto solutions for financial institutions, businesses, governments and developers, we are improving the global financial system and creating greater economic fairness and opportunity for more people, in more places around the world. And we get to do the best work of our career and grow our skills surrounded by colleagues who have our backs. If you’re ready to see your impact and unlock incredible career growth opportunities, join us, and build real world value. The WORK: As our Treasury team grows worldwide, we are hiring a versatile, operational, organized, analytical, and collaborative Treasury Manager. You will handle daily cash and product operations and assist with all global processes. You will help lead efforts to expand the company’s infrastructure and work closely with cross-functional team members and Ripple’s partners every day. WHAT YOU'LL DO: Prepare, assess, and process cash flow transactions (including Payroll, Tax, Bank fees, and Treasury payments). Manage entity funding (approvals/callbacks), capital calls, loans, grants, and intercompany funding/settlement oversight. Support continuous oversight of cash operations, including daily cash handling, bank account reconciliation, and account configurations. Provide internal/external audit support, coordinate FBAR compliance, and manage restricted account/LOC monitoring. Assist in preparing and analyzing cash positions, providing digital asset fundings, and ensuring liquidity for wallet/funding obligations. Complete Stablecoin (RLUSD) Treasury operations, OTC trading support, RPD and Treasury operations. Manage AP and Corporate payments using crypto assets. Own global account and exchange management, including opening/closing accounts, KYC, signatory updates, FBAR reporting, User Access Management, and other account management activities. Manage bank fee and

aiExcelaccounting
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A
Affirm
📍 Canada• Remote• $133K – $183K/yr
2mo ago

At Affirm, we exist for the moments that matter—giving people a clear, predictable way to pay over time, with no hidden fees, no surprises, and no tradeoffs on what matters most. In this role you will lead a team of our world class Technical Account Managers (TAMs), representing and supporting our SMB merchants. As the manager, you will oversee a talented team of TAMs who are responsible for the technical success of our SMB merchants post-sale. You will support and guide your team towards best practice solutions as they advise merchant developers, product teams, and key business partners throughout the entire lifecycle, from initial product integration through expansion and scale. This team is tasked with not only guiding their merchants to avoid pitfalls, but to take advantage of more of Affirm’s offerings; solving business objectives with technical strategies and product optimizations. Technical Account Managers are a part of the Engineering Team and work closely with Affirm’s Client Success, Product Management, Operations, and Merchant Care teams. What you'll do Coach, mentor and develop an awesome group of experienced TAMs who support our SMB merchants. Work closely with our Client Success counterparts to help our network of merchants grow, by not only enabling an efficient time to market, but also by taking better advantage of Affirm’s expanding product suite post launch Establish and track team OKRs and goals, establishing proactive action plans for meeting goals when needed Forecast the demand for TAMs and recruit as necessary Technically, you will evaluate new hires on their technical capabilities, handle escalations from your own team, provide guidance to the TAMs on integration solutions, troubleshooting and optimization opportunities, and be seen as an expert by our customers Be a strong internal advocate for our merchants, working cross functionally to make sure their highest priorities are being met What we look for At least five years in a

At Affirm, we exist for the moments that matter—giving people a clear, predictable way to pay over time, with no hidden fees, no surprises, and no tradeoffs on what matters most. In this role you will lead a team of our world class Technical Account Managers (TAMs), representing and supporting our SMB merchants. As the manager, you will oversee a talented team of TAMs who are responsible for the technical success of our SMB merchants post-sale. You will support and guide your team towards best practice solutions as they advise merchant developers, product teams, and key business partners throughout the entire lifecycle, from initial product integration through expansion and scale. This team is tasked with not only guiding their merchants to avoid pitfalls, but to take advantage of more of Affirm’s offerings; solving business objectives with technical strategies and product optimizations. Technical Account Managers are a part of the Engineering Team and work closely with Affirm’s Client Success, Product Management, Operations, and Merchant Care teams. What you'll do Coach, mentor and develop an awesome group of experienced TAMs who support our SMB merchants. Work closely with our Client Success counterparts to help our network of merchants grow, by not only enabling an efficient time to market, but also by taking better advantage of Affirm’s expanding product suite post launch Establish and track team OKRs and goals, establishing proactive action plans for meeting goals when needed Forecast the demand for TAMs and recruit as necessary Technically, you will evaluate new hires on their technical capabilities, handle escalations from your own team, provide guidance to the TAMs on integration solutions, troubleshooting and optimization opportunities, and be seen as an expert by our customers Be a strong internal advocate for our merchants, working cross functionally to make sure their highest priorities are being met What we look for At least five years in a

R
Ripple
📍 Toronto• C$136K – C$170K/yr
2mo ago

At Ripple, we’re building a world where value moves like information does today. It’s big, it’s bold, and we’re already doing it. Through our crypto solutions for financial institutions, businesses, governments and developers, we are improving the global financial system and creating greater economic fairness and opportunity for more people, in more places around the world. And we get to do the best work of our career and grow our skills surrounded by colleagues who have our backs. If you’re ready to see your impact and unlock incredible career growth opportunities, join us, and build real world value. The WORK: As our Treasury team grows worldwide, we are hiring a versatile, operational, organized, analytical, and collaborative Treasury Manager. You will handle daily cash and product operations and assist with all global processes. You will help lead efforts to expand the company’s infrastructure and work closely with cross-functional team members and Ripple’s partners every day. WHAT YOU'LL DO: Prepare, assess, and process cash flow transactions (including Payroll, Tax, Bank fees, and Treasury payments). Manage entity funding (approvals/callbacks), capital calls, loans, grants, and intercompany funding/settlement oversight. Support continuous oversight of cash operations, including daily cash handling, bank account reconciliation, and account configurations. Provide internal/external audit support, coordinate FBAR compliance, and manage restricted account/LOC monitoring. Assist in preparing and analyzing cash positions, providing digital asset fundings, and ensuring liquidity for wallet/funding obligations. Complete Stablecoin (RLUSD) Treasury operations, OTC trading support, RPD and Treasury operations. Manage AP and Corporate payments using crypto assets. Own global account and exchange management, including opening/closing accounts, KYC, signatory updates, FBAR reporting, User Access Management, and other account management activities. Manage bank fee and

aiExcelaccounting
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