Accounts Representative Jobs

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Plaid’s Product team builds the network that powers open finance. We unlock financial freedom by enabling innovation, reliability, and customer success. Our PMs are curious, fast-moving, and customer-obsessed, making intuitive, reliable experiences that help people thrive financially. As a Product Manager at Plaid, you’ll define and drive products that help millions connect, move, and manage their money. You’ll partner with engineering, design, and go-to-market teams to translate customer needs into impactful, high-quality products. This role suits someone early in their PM career who loves to learn, collaborate, and build meaningful solutions that improve financial lives. Responsibilities Own a product area: define problems, write clear requirements, and drive execution with cross-functional teams. Shape the roadmap using data, feedback, and market signals. Collaborate with Engineering and Design to deliver intuitive, high-quality experiences. Use metrics and user insights to measure and improve outcomes. Communicate clearly, align stakeholders, and guide decisions. Act with a founder mindset–simplify, move fast, and embrace feedback. Learn continuously and help raise the bar for Plaid’s products a

After years of building an innovative POS platform for restaurateurs, Toast is expanding its offerings into other food and beverage concepts such as convenience stores, grocery stores, and bottle shops. This role will require a founder’s mindset as we grow Toast’s presence in this new vertical with a new offering: the Toast Retail platform. As a Retail Account Executive, you will be part of a founding team that is transforming the way convenience stores, grocery stores, and bottle shops operate. Using a consultative approach, you will prospect, build relationships, and sign up new accounts. By understanding their unique needs, you will develop a customized solution that helps their business thrive. We need your passion, sales expertise, and entrepreneurial spirit to help us build the Toast brand in an assigned geographic territory. A day in the life (Responsibilities) Use a consultative approach to prospect, build relationships, and sign up new convenience stores, grocery stores and bottle shops Generate lists of prospective convenience stores, grocery stores, and bottle shops and manage the entire sales cycle from initial call to close Conduct demos and develop a solution that best meets the prospect’s needs Partner with teams across the business to ensure that expectations set during the sales process are met in delivery Leverage Salesforce (our CRM) to manage all sales activities Understand the competitive landscape and determine how to best position Toast in the market What you’ll need to thrive (Requirements) An entrepreneurial and feedback-driven mindset Strong communication, organizational, and presentation skills with the ability to sell and negotiate at all decision-making levels Proven track record of success in meeting and exceeding goals Ability to work in a fast-paced, entrepreneurial and team environment Self-motivated, creative, flexible, and willing to navigate ambiguity Lives in or in proximity to market and w ill

After years of building an innovative POS platform for restaurateurs, Toast is expanding its offerings into other food and beverage concepts such as convenience stores, grocery stores, and bottle shops. This role will require a founder’s mindset as we grow Toast’s presence in this new vertical with a new offering: the Toast Retail platform. As a Retail Account Executive, you will be part of a founding team that is transforming the way convenience stores, grocery stores, and bottle shops operate. Using a consultative approach, you will prospect, build relationships, and sign up new accounts. By understanding their unique needs, you will develop a customized solution that helps their business thrive. We need your passion, sales expertise, and entrepreneurial spirit to help us build the Toast brand in an assigned geographic territory. A day in the life (Responsibilities) Use a consultative approach to prospect, build relationships, and sign up new convenience stores, grocery stores and bottle shops Generate lists of prospective convenience stores, grocery stores, and bottle shops and manage the entire sales cycle from initial call to close Conduct demos and develop a solution that best meets the prospect’s needs Partner with teams across the business to ensure that expectations set during the sales process are met in delivery Leverage Salesforce (our CRM) to manage all sales activities Understand the competitive landscape and determine how to best position Toast in the market What you’ll need to thrive (Requirements) An entrepreneurial and feedback-driven mindset Strong communication, organizational, and presentation skills with the ability to sell and negotiate at all decision-making levels Proven track record of success in meeting and exceeding goals Ability to work in a fast-paced, entrepreneurial and team environment Self-motivated, creative, flexible, and willing to navigate ambiguity Lives in or in proximity to market and w ill

About Us Small businesses are the backbone of the US economy, comprising almost half of the GDP and the private workforce. Yet, big banks don’t provide the access, assistance and modern tools that owners need to successfully grow their business. We started Novo to challenge the status quo—we’re on a mission to increase the GDP of the modern entrepreneur by creating the go-to banking platform for small businesses (SMBs). Novo is flipping the script of the banking world, and we’re excited to lead the small business banking revolution. At Novo, we’re here to help entrepreneurs, freelancers, startups and SMBs achieve their financial goals by empowering them with an operating system that makes business banking as easy as iOS. We developed modern bank accounts and tools to help to save time and increase cash flow. Our unique product integrations enable easy access to tracking payments, transferring money internationally, managing business transactions and more. We’ve made a big impact in a short amount of time, helping thousands of organizations access powerfully simple business banking. Why Novo? Novo is a rapidly growing series B fintech startup with a mission-driven team that’s passionate about helping every small business in America Positive, inclusive, supportive culture cheering you on your journey We work with very new technologies and architecture patterns Offices in NYC and India. Role Summary: We’re looking for a hands-on Lead Engineer who can own and drive large technical initiatives end to end. This role is ideal for someone who thrives in startup environments, is comfortable working with high autonomy, and can take an idea from a vague business problem all the way to a scalable, production-grade system. You will act as the technical owner for key initiatives—setting direction, making architecture decisions, writing critical code, and ensuring successful delivery without requiring heavy oversight. About the role: Own full-stack initiatives end to end—from prob

At Snowflake, we are powering the era of the agentic enterprise. To usher in this new era, we seek AI-native thinkers across every function who are energized by the opportunity to reinvent how they work. You don’t just use tools; you possess an innate curiosity, treating AI as a high-trust collaborator that is core to how you solve problems and accelerate your impact. We look for low-ego individuals who thrive in dynamic and fast-moving environments and move with an experimental mindset — who rapidly test emerging capabilities to discover simpler, more powerful ways to deliver results. At Snowflake, your role isn't just to execute a function, but to help redefine the future of how work gets done. Responsibilities Drafting financial statements and notes to accounts in accordance with local GAAP and compliant to internal policies. Conversion of US GAAP trial balances to local GAAP or IFRS trial balances. Ensure that US GAAP and local GAAP account balances are periodically reconciled, and GAAP differences are adequately explained. Ensure that entries in the local GAAP ERP are recorded in a timely and accurate manner. Closely coordinate with the tax team for supplying information required for estimating interim / final tax provision. Drafting and reviewing balance sheet account reconciliations. Prepare audit timetable and agree with the external auditors. Standardize and issue prepared by client (PBC) list. Proactively communicate audit timelines to all the respective stakeholders, set expectation on timelines and monitor the progress of the audit. Ensure the audit queries are addressed to and drive audit to closure. Drive the statutory filing process - Filing of certified annual financial statements and all required documents with local statutory agencies. Review of book closure at regular intervals to identify unusual items. Engage and collaborate with global accounting operations teams and cross functional business partners such as Tax, HR, Legal, Compliance. Create

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Security Engineering is the engineering function inside the Plaid security org that focuses on developing the industry-leading security systems and infrastructure. Security Engineering owns most of Plaid’s security-related infrastructure: secure data storage, key management systems, internal identity platform, internal authentication systems, internal permission management, and internal authorization service. We develop solutions across data encryption, key management, access control, and data loss prevention to protect sensitive consumer data. We believe in the Zero Trust security model and are always looking for ways to improve our authentication and access control platforms. About the role You will develop security capabilities to secure Plaid infrastructure and to secure sensitive data access. You will own, maintain, and build Plaid’s security infrastructure and services like Key Management System and Secure Token Service. You will consult with product engineers to ensure Plaid services meet security standards. You will help educate and support other engineering teams to improve security in their own products and services. You will assist with Plaid’s incident response and security awareness pro

RDQ126R35 At Databricks, observability and governance are what turn a massive, multi-tenant data and AI platform into one customers can trust at scale. We are looking for a senior technical leader to drive strategy and execution across three closely related teams at the heart of that mission: Query Observability, SQL Warehouse Management, and Account-Level Observability and Governance. Query Observability builds the performance and observability tooling, ingesting very large volumes of query telemetry and turning it into history views, execution plans, performance insights, and recommendations that help customers run workloads reliably at scale. Beyond query observability, you will be responsible for building observability and actionable insights at compute level, workspace level, and account level so that admins can confidently manage large accounts. This is a new technical leadership role responsible for setting the durable architecture across all these surfaces, raising the engineering bar of the combined team, and shaping the next generation of agentic experiences that let users — and the systems they run on — investigate, diagnose, and act on insights across query, warehouse, workspace, and account levels. The Impact You Will Have Establish the long-term technical direction across query observability, warehouse management, and account-level governance, and own the multi-year architecture all three surfaces are built on. Design and lead high-impact projects that move the needle on performance, reliability, and cost transparency for customers. Build the next generation of agentic observability and governance — extensible experiences that let users and automated agents investigate, diagnose, and act on telemetry across query, warehouse, and account. Partner deeply with Databricks SQL, Unity Catalog, AI, security, and platform teams to integrate end-to-end visibility and governance across the data plane and control plane. Mentor senior engineers, set the technical

RDQ126R35 At Databricks, observability and governance are what turn a massive, multi-tenant data and AI platform into one customers can trust at scale. We are looking for a senior technical leader to drive strategy and execution across three closely related teams at the heart of that mission: Query Observability, SQL Warehouse Management, and Account-Level Observability and Governance. Query Observability builds the performance and observability tooling, ingesting very large volumes of query telemetry and turning it into history views, execution plans, performance insights, and recommendations that help customers run workloads reliably at scale. Beyond query observability, you will be responsible for building observability and actionable insights at compute level, workspace level, and account level so that admins can confidently manage large accounts. This is a new technical leadership role responsible for setting the durable architecture across all these surfaces, raising the engineering bar of the combined team, and shaping the next generation of agentic experiences that let users — and the systems they run on — investigate, diagnose, and act on insights across query, warehouse, workspace, and account levels. The Impact You Will Have Establish the long-term technical direction across query observability, warehouse management, and account-level governance, and own the multi-year architecture all three surfaces are built on. Design and lead high-impact projects that move the needle on performance, reliability, and cost transparency for customers. Build the next generation of agentic observability and governance — extensible experiences that let users and automated agents investigate, diagnose, and act on telemetry across query, warehouse, and account. Partner deeply with Databricks SQL, Unity Catalog, AI, security, and platform teams to integrate end-to-end visibility and governance across the data plane and control plane. Mentor senior engineers, set the technical

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam. Plaid is in one of the most exciting chapters in its history — and this role exists to make sure every Plaid employee feels it. As Internal Communications Lead, you'll build and own the systems, channels, and programs that keep Plaids informed, aligned, and energized about our mission and the opportunity ahead. This spans employee-facing comms and programming across channels, including programming and producing monthly All Hands and Half-yearly Business Reviews, and supporting leaders with change management. This is a builder role: you'll take what exists and programmatize it, defining the infrastructure, cadences, and editorial strategy that elevate how we communicate as a company. You'll play a central role in shaping Plaid's internal AI narrative, helping employees understand where AI is taking us and what it means for their work. You'll operate as a trusted advisor to Plaid's executive team and founder CEO, with the exec presence and judgment to counsel leaders on high-stakes moments. You will also work closely with senior leaders across the org as well as cross functional partners across the people team (Chief People Officer, HRBPs, WPE, Comp, Learning and Development) Respon

Location: US Remote Compensation: $335,000 - $355,000 (OTE) Eltropy is seeking an Enterprise Account Executive to drive growth with our largest clients in the U.S. East Coast region. In this role, you will generate new business, expand existing accounts, and manage executive-level relationships. The ideal candidate has a proven track record in high-growth SaaS enterprise sales, consistently exceeding quota, and ranking among the top performers. Experience selling SaaS solutions to financial institutions, particularly credit unions and community banks, is highly preferred. You will be responsible for building long-term, profitable customer relationships while expanding Eltropy’s presence in your territory. Because in-person engagement is critical to success, this role requires up to 50% travel each quarter. Role & Responsibilities: Sell into the top credit unions and community banks in the United States. Drive growth opportunities within top-tier enterprise accounts setting the stage for business expansion. Develop expertise in digital transformation and customer experience, establishing yourself as a leader in these domains. Create a robust pipeline of opportunities while also nurturing leads generated by our BDR team. Efficiently advance opportunities through the sales cycle. Meet and exceed sales quota. Collaborate well with other Eltropy departments to help our customers succeed. Leverage your negotiation skills to secure large contracts involving multiple stakeholders. Qualifications: 6+ years of experience in SaaS enterprise sales with a proven ability to drive growth. 3+ years selling into financial institutions or within the contact center/customer experience software space. 3+ years managing complex, multi-stakeholder sales cycles with measurable success. Demonstrated track record of consistently exceeding quota and performance targets. Exceptional communication skills across phone, email, virtual, and in-person channels. Strong

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam. The Marketing Operations (Ops) Team at Plaid builds the essential foundation that enables the Marketing function to operate efficiently, scale sustainably, and align with the company’s strategic goals. We focus on people, technology and process to drive operational excellence and optimize marketing performance. Our team is focused on creating and executing impactful marketing strategies that resonate with our target audiences, drive sustainable growth through high-quality pipeline generation, and enhance marketing efficiency. By integrating innovative technologies, we strive for seamless workflows and data-driven decision-making. We also continuously strengthen the foundation of a high-performing marketing organization, ensuring that processes and systems are in place to support long-term success. Responsibilities: Own the strategy and execution for integrating AI into marketing workflows, identifying high-impact opportunities to improve efficiency, scalability, and performance. Design, build, and deploy AI-powered agents and automations that support marketing workflows. Evaluate emerging AI tools and technologies, staying current on industry trends and translating new capabilitie

At Jamf, we believe in an open, flexible culture based on respect and trust. Our track record and thriving work environment all stem from the freedom we grant ourselves to get the job done right. We take pride in helping tens of thousands of customers around the globe succeed with Apple. The secret to our success lies in our connectivity, while operating with a high degree of flexibility. Work-life balance remains our priority while feeling connected is important to maintain our strong culture, achieve our goals, and thrive as #OneJamf. What you'll do at Jamf At Jamf, we empower people to be their best selves and do their best work.As an Strategic Customer Success Manager (SCSM) at Jamf, you will act as a dedicated resource and owner for a strategic book of large enterprise accounts, ensuring successful Apple deployment within the Jamf portfolio of products to drive customer engagement, adoption, and retention across that book of business. The SCSM position works within the Customer Success Department and acts as the Account Owner role supporting the entire Jamf Product Suite. They are responsible for forging deep relationships with the customers’ senior leaders, decision makers, and stakeholders and driving proactive engagements, business reviews, and best practices to ensure our customers realize measurable value of their Jamf solution. The ECSM owns the customer relationship along their entire journey, from onboarding to value realization, working cross-functionally to advocate for customer needs and resources to ensure their success as well as providing feedback back to Jamf representing the voice of the customers. This role requires advanced knowledge of Jamf platform of products, customer environments, and key technical workflows for their customers’ businesses. This is a hybrid position available to individuals residing in the Minneapolis,MN Austin, TX and Eau Claire,WI metro areas. While the role is primarily hybrid, you may be asked to work occ

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The Account Management team in Plaid’s Fintech customer segment leverages our deep technical, product, and industry knowledge to help our Fintech-focused customers build and scale amazing applications. We act as partners, advisors, and advocates for our customers to shape how consumer and business interactions with their finances will drastically improve in the coming years. Plaid is looking for an experienced customer-facing professional to manage and grow our client relationships with a portfolio of the most strategic customers in our Fintech segment. Many of these customers are long-term partners and already drive significant revenue for Plaid. The account manager will be responsible for further deepening relationships and fostering the next stage of growth with these clients. The right candidate is a natural at building strong partnerships and has demonstrated success owning and growing customer relationships with large, strategic clients, including developing a deep understanding of customer priorities, motives, and key drivers, and cultivating existing and forging new senior stakeholder relationships; is deeply curious and solutions oriented; and has demonstrated success working internally and

Job Title Identity Remediation and Onboarding Analyst A Career with Point72's Technology Team As Point72 reimagines the future of investing, our Technology team is constantly improving our company’s IT infrastructure, positioning us at the forefront of a rapidly evolving technology landscape. We’re a team of experts experimenting, discovering new ways to harness the power of open-source solutions, and embracing enterprise agile methodology. We encourage professional development to ensure you bring innovative ideas to our products while satisfying your own intellectual curiosity. WHAT YOU'LL DO Execute identity remediation initiatives across critical systems, eliminating orphaned accounts, stale access, excessive privileges, and unmanaged service accounts. Perform hands-on cleanup and risk reduction across accounts, entitlements, and privileged access in alignment with firm standards. Drive service security improvements, including remediation of clear-text passwords, credential vaulting and rotation, ownership validation, and enforcement of lifecycle controls. Support onboarding of applications and privileged accounts into the firm’s Identity Governance & Administration (IGA) solution, and Privileged Access Management platforms in alignment to firm’s access control requirements. Reduce administrative access across critical platforms by identifying excessive privileged access and implementing least-privileged controls. Strengthen group and entitlement governance by simplifying complex group structures and aligning them to standardized access models. Partner with application, infrastructure, and engineering teams to implement access changes and close control gaps. Track remediation efforts through completion, maintaining audit-ready documentation and measurable evidence of risk reduction. Monitor shared mailboxes and ticketing queues related to remediation and onboarding activities, ensuring timely response, prioritization, and es

🚀 We’re on a mission to make money work for everyone. We’re waving goodbye to the complicated and confusing ways of traditional banking. After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as personal and business bank accounts, we offer joint accounts , accounts for 16-17 year olds , a free kids account and credit cards in the UK, with more exciting things to come beyond. Our UK customers can also save , invest and combine their pensions with us. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We’re not about selling products - we want to solve problems and change lives through Monzo ❤️ 📍London / UK Remote | 💰 £140,000 - £165,000 + Equity + Benefits ✨ ⭐ Our Design team We’re a team of 115+ Product Designers, User Researchers, and Brand Designers led by Chief Design Officer Vuokko Aro. We’re on a mission to make money work for everyone. Product Design is the largest discipline within the design organisation, with designers working in tight-knit squads alongside researchers, product managers, and engineers to solve real customer problems at scale. We design for the “magic moments.” We’ve built a bank that feels deeply human, not just functional, shaping how millions of people experience money every day. Our product is our personality. We combine research, empathy, and craft to turn everyday interactions into memorable experiences. Now, we’re entering our next phase of growth and looking for exceptional design leaders to help define not only Monzo’s future, but the future of banking itself. There’s significant opportunity to shape the product, influence the organisation, and leave a lasting mark on millions of customers. 🔎 About the role We’re looking for a Director of Product Design to lead design across