Client Account Representative Jobs

At Lyft, our purpose is to serve and connect. We aim to achieve this by cultivating a work environment where all team members belong and have the opportunity to thrive. With Lyft Business, sales isn't a script you follow. It's a problem you solve in real time. As Business Associate for Lyft Business, you'll drive growth and expansion within your existing book of business in a market where transportation touches nearly every part of daily life. Success here isn't just about closing deals; it's about the judgment to identify where your time has the biggest return, and the strategic thinking to advise each client like a trusted partner as you grow their business with us. This job rewards people who think critically about where to focus their energy. Priorities will evolve, systems are still maturing, and you won't always have a playbook for every situation, but you'll have the experience and confidence to navigate ambiguity and make an impact as we figure it out. The people who thrive here are the ones who are resourceful, hard to rattle, and genuinely motivated by finding the right product fit for a client, especially when a conversation gets complex or unexpected. You'll focus on expanding and deepening relationships with small and mid-sized businesses, becoming a Lyft product expert who can efficiently resolve common support issues and guide clients through solutions that fit their needs. In this hybrid role, you will balance inbound and outbound outreach, but with a sharper eye toward prioritization: identifying key decision makers and influencers within your top accounts, and focusing your energy where it will drive the most growth. You're the hunter and the farmer, now with the experience to know which fields are worth tending. You'll be part of a driven, tight-knit sales team that's laser-focused on winning and growing business. We're looking for people who know how to apply critical thinking and strong judgment around ROI, work well with cross-functional partne

At Lyft, our purpose is to serve and connect. We aim to achieve this by cultivating a work environment where all team members belong and have the opportunity to thrive. With Lyft Business, sales isn't a script you follow. It's a problem you solve in real time. As Business Associate for Lyft Business, you'll drive growth and expansion within your existing book of business in a market where transportation touches nearly every part of daily life. Success here isn't just about closing deals; it's about the judgment to identify where your time has the biggest return, and the strategic thinking to advise each client like a trusted partner as you grow their business with us. This job rewards people who think critically about where to focus their energy. Priorities will evolve, systems are still maturing, and you won't always have a playbook for every situation, but you'll have the experience and confidence to navigate ambiguity and make an impact as we figure it out. The people who thrive here are the ones who are resourceful, hard to rattle, and genuinely motivated by finding the right product fit for a client, especially when a conversation gets complex or unexpected. You'll focus on expanding and deepening relationships with small and mid-sized businesses, becoming a Lyft product expert who can efficiently resolve common support issues and guide clients through solutions that fit their needs. In this hybrid role, you will balance inbound and outbound outreach, but with a sharper eye toward prioritization: identifying key decision makers and influencers within your top accounts, and focusing your energy where it will drive the most growth. You're the hunter and the farmer, now with the experience to know which fields are worth tending. You'll be part of a driven, tight-knit sales team that's laser-focused on winning and growing business. We're looking for people who know how to apply critical thinking and strong judgment around ROI, work well with cross-functional partne

VTS is seeking a Senior Manager, Solutions Consultant - Activate to assist and translate new business opportunity into a successful deployment plan across VTS Activate - the platform that extends VTS into building operations and the tenant experience, including access control, visitor management, work orders, and building services. This role sits at the intersection of sales, solution design, and implementation readiness. Once an opportunity is qualified, the Solutions Consultant becomes the solutions expert alongside the Account Executive - translating a customer’s needs into a tailored Activate solution and, once the deal is won, into a complete solution design and implementation plan that hands off cleanly to the Implementation team. You will work predominantly through our major channel partners to start, expanding to the direct channel and other commercial clients over time, and partner closely with our Senior Technical Solutions Consultant, whose deep access-control expertise verifies and completes the solution you design. Unlike a traditional pre-sales engineer focused only on the demonstration, or an implementation manager focused only on delivery, this position helps manage the full arc of solution implementation preparedness - from qualified opportunity, through solution design, to a clean handoff to implementation, with continued check-ins through launch. It carries deep product ownership of the Activate feature set, with particular emphasis on Access Control and Visitor Management. This is a highly visible, senior individual-contributor role based in our New York office. ** Please note that this opportunity requires this hire to work from our NYC office four days a week. ** Here’s what you can expect as a Senior Manager, Solutions Consultant Partner with the Account Executive as the Activate solutions expert from the moment an opportunity is qualified Develop expert-level command of the Activate feature set and tailor product messaging and demonstra

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 We are establishing a Procure-to-Pay (P2P) team in India to support our global Finance organization. As the P2P Operations Lead, you will build and lead our new P2P Shared Services function in India, overseeing the operational execution of supplier onboarding, purchase order administration, invoice processing, and governance activities while partnering with Procurement and Accounts Payable to deliver a scalable, world-class Procure-to-Pay operation. This role requires someone with deep Coupa and NetSuite experience, a strong command of P2P end-to-end process flows, and the maturity to operate independently with limited in-person oversight. 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 own Procurement Operations Own the end-to-end supplier onboarding process, including reviewing complete documentation and adhesion to internal policies. Maintain supplier records to ensure up-to-date supplier details and status Administer procurement workflows within Coupa and NetSuite. Manage Purchase Order (PO) lifecycle, including maintaining accurate PO billing and purchase details, monitoring open POs, and

As a member of the AMER Solutions Org, you will act as a trusted advisor for prospects and clients, driving customer acquisition and accelerating revenue growth through a mastery of strategic sales and Asana platform expertise . In this role, you will be at the ground floor of an emerging go-to-market motion, partnering with a dedicated Account Executive to build repeatable technical plays for Asana Service Management across IT and service teams. You will bridge the gap between the voice of the business and the voice of the customer, gathering first-party insights to help shape how our product, demos, and technical positioning evolve . This role can either be fully remote or based in our New York City, San Francisco, or Chicago offices with an office-centric hybrid schedule . If based in-office: The standard in-office days are Monday, Tuesday, and Thursday . Most Asanas have the option to work from home on Wednesdays . Working from home on Fridays depends on the type of work you do and the teams with which you partner . If you're interviewing for this role, your recruiter will share more about the in-office requirements . What you’ll achieve Partner with the incubation Account Executive to lead technical validation for IT and service team opportunities within various customer segments and industries, managing everything from discovery to tailored product demonstrations and close. Translate complex customer pain points and service delivery workflows (such as request intake, triage, and fulfillment) into practical solution designs and compelling business value narratives for IT leaders. Advise customers on solution architecture, integrations, administration considerations, and deployment approaches to ensure a confident and seamless fit within their existing technology landscape. Collaborate cross-functionally with core Account Executives, Customer Success Managers, and core Solutions Engineers to uncover and support expansion opportunities within existing accounts. B

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: As Product Manager for Customer Identity & Access Management (CIAM), you will help shape and deliver how carriers, distributors, partners, and policyholders securely access Zinnia’s platform. Working alongside senior product leadership, you will own the backlog and delivery for parts of the identity product area — authentication, authorization, and the user lifecycle — balancing security and compliance with a smooth user experience. You will partner day to day with Engineering and Security to turn requirements into shipped features. WHAT YOU’LL DO: Own the product backlog and contribute to the CIAM roadmap across consumer (policyholder), partner (distributor/agent), and workforce identity. Write clear requirements and user stories for identity capabilities - authentication (SSO, MFA, passwordless), authorization (RBAC/ABAC, delegated access), and the user lifecycle (registration, provisioning/SCIM, recovery, deprovisioning). Work with Engineering and Architecture on identity protocol decisions and implementation (OAuth 2.0, OpenID Connect, SAML, SCIM). Contribute to build-vs-buy and platform evaluations for identity providers, and help maintain the integration approach across Zinnia products. Balance security, privacy, and usability — helping reduce friction while protecting against account takeover, credential stuffing, and abuse. Partner with Security, Risk, and Compliance to en

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: As Product Manager for Customer Identity & Access Management (CIAM), you will help shape and deliver how carriers, distributors, partners, and policyholders securely access Zinnia’s platform. Working alongside senior product leadership, you will own the backlog and delivery for parts of the identity product area — authentication, authorization, and the user lifecycle — balancing security and compliance with a smooth user experience. You will partner day to day with Engineering and Security to turn requirements into shipped features. WHAT YOU’LL DO: Own the product backlog and contribute to the CIAM roadmap across consumer (policyholder), partner (distributor/agent), and workforce identity. Write clear requirements and user stories for identity capabilities - authentication (SSO, MFA, passwordless), authorization (RBAC/ABAC, delegated access), and the user lifecycle (registration, provisioning/SCIM, recovery, deprovisioning). Work with Engineering and Architecture on identity protocol decisions and implementation (OAuth 2.0, OpenID Connect, SAML, SCIM). Contribute to build-vs-buy and platform evaluations for identity providers, and help maintain the integration approach across Zinnia products. Balance security, privacy, and usability — helping reduce friction while protecting against account takeover, credential stuffing, and abuse. Partner with Security, Risk, and Compliance to en

Small Girls PR is looking for an Experiential Production Director with 7–9 years of experience leading multichannel projects across in-person activations and digital experiences. This includes developing cohesive experiential strategies, managing client relationships, concepting standout experiences that drive social conversation and press coverage, overseeing technical execution, managing complex timelines and large budgets, and developing talented producers. Experience working with clients / brands within fashion and/or beauty is highly valued for this role. This role will serve as the senior day-to-day lead across experiential accounts and projects, connecting creative ideas and production plans to clients’ broader brand and business objectives. The Experiential Production Director will work closely with senior leadership, keeping them informed of campaign progress, strategic or budgetary shifts, client needs, team performance, and potential risks. The right candidate knows how to lead a campaign from ideation through post-production and can project manage in their sleep. They are also prepared to dive into the details, knowing that no task is too small in the world of events. This role will work with a wide range of creative and innovative brands across beauty and fashion, food and beverage, wellness, consumer technology, and more. Ideally this candidate has agency experience and is adept at client interface, in addition to execution. There is no one-size-fits-all for an SGPR client, which means your career will be enriched with meaningful and diversified experience. We’ve busted beauty myths with OLAY in Bryant Park, spotlighted Violife with a cheeky Election Day campaign, and reintroduced a Jack in the Box product as a “return from the grave” with a Halloween cemetery screening. From events and mailers to brand partnerships and hotlines, if the team can dream up an idea for audiences to see, do, or touch, our experiential team can produce it. Note: This role i

As a Senior Sales Engineer , you will be the primary technical resource for our Account Executive team. You will share your product and technical expertise through presentations, product demonstrations, and technical evaluations (Proof Of Values). As the technical expert, you will work with clients to understand their requirements and pain points, then design the right solution for their business needs. During the sales cycle you will guide clients through trials and POVs, demonstrating Sumo Logic’s ability to meet and exceed their requirements and building a positive relationship that will provide continuous value to our customers. Finally, you will have the opportunity to work cross-functionally with our Product Management and Engineering teams to share your knowledge and experiences to ultimately improve our business and our customers’ success. We seek talent who wants to leverage their technical and people skills to help deliver solutions to clients directly and become a trusted advisor in the process. Above all else, you should be highly self-motivated and extremely curious to learn more about Sumo Logic and the vast problems that it can solve. Responsibilities Partner with the Account Executives to understand customer challenges and mains, and articulate Sumo Logic’s value proposition, vision, and strategy to customers Technically close complex opportunities through advanced competitive knowledge, technical skill, and credibility Understand and help orchestrate all phases of the sales cycle, including leading technical validations during the Proof of Value phase Be successful working with all levels of an organization, from executives down to individual developers and Site Reliability Engineers Deliver product and technical demonstrations of the Sumo Logic service Work cross functionally with Product Management and Engineering to improve the Sumo Logic service based on your experience with customers Requirements B.S. in Computer Science, Engineerin

ROLE: SENIOR FINANCE MANAGER LOCATION: TORONTO The Role Salt XC is looking for a Senior Finance Manager to lead the day-to-day financial management of The Kitchen, a large-scale embedded agency partnership with a Fortune 500 client. This role will be the primary Finance partner and point of contact for The Kitchen. While Salt’s broader Finance team will continue to execute transaction processing, including payroll, accounts payable, accounts receivable and expense processing, this person will sit at the centre of the operation—ensuring projects are financially controlled, billings happen on time, revenue and costs are appropriately recognized, reporting is accurate, and stakeholders have clear and timely visibility into the financial health of the business. This is an ideal role for someone with strong project accounting and revenue accounting experience who is equally comfortable working with Finance teams, agency operators, producers and senior client stakeholders. Key Responsibilities Project & Financial Management • Own the financial oversight of approximately 100-150 client projects annually • Maintain accurate project financials, including budgets, committed costs, actual costs, billings and project-level profitability • Ensure production costs and employee expenses are accurately captured and allocated to the appropriate projects • Monitor project financial activity from initiation through final reconciliation and close • Identify financial discrepancies, aging items and project risks and proactively drive them to resolution • Maintain strong financial controls while supporting the speed and flexibility required in an agency environment • Identify areas for efficiency and cost reductions Revenue, Billing & PO Management • Own the financial workflow between project teams, both internal and external, to ensure projects are billed accurately and on tim

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients’ best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services. Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We’ll enable growth and progress together. Position Overview: The Senior Platform Engineering Lead is a pivotal senior-level engineering position responsible for driving the

The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education: High School diploma or equivalent This job description provides a high-level review of the typ

The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education: High School diploma or equivalent This job description provides a high-level review of the typ

The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education: High School diploma or equivalent This job description provides a high-level review of the ty

About Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services. Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We'll enable growth and progress together. About the Team: The <span style="font-size:inherit"