Client Advocate Jobs

Overview: The Client Service team connects Guidepoint’s clients with subject-matter experts to better inform their business decisions. They take the time to understand each client’s specific research needs and deliver the experts closest to the topic, often within hours. Play a vital role in Guidepoint’s success. As an Associate on the Client Service team, you will understand your client’s unique business questions and identify the experts who can best provide the answers. You will find and recruit new experts into our network of over 1,250,000 Guidepoint Advisors, determining which ones are best suited to speak with the client. For many of our employees, the Associate role provides a unique opportunity to put core business skills into practice, as well as gain exposure to a wide range of industries and disciplines. This is a hybrid position out of our Athens office . Interview Process: Meet your Guidepoint Recruiter! Initial Candidate Screen Meet the Guidepoint Teams! Hiring Manager Interview Mock Assessment (Role dependent) Complete a simulated client request and gain more insight into the role Mock Interview Discuss your assessment with the Guidepoint teams Interview Process Outcome Who We Are: Team-oriented and collaborative Hard-working professionals who strive for excellence Built-in mentorship to help you drive and improve your project management and customer service skills, to deliver excellent results for clients Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory. What You Will Own: Operate in a sales role, identifying the best experts to join our network to provide consultation for client projects Work with Project Managers and other team members across London and Manchester to develop strategies for satisfying each client

Overview: The Client Service team connects Guidepoint’s clients with subject-matter experts to better inform their business decisions. They take the time to understand each client’s specific research needs and deliver the experts closest to the topic, often within hours. Play a vital role in Guidepoint’s success. As an Associate on the Client Service team, you will understand your client’s unique business questions and identify the experts who can best provide the answers. You will find and recruit new experts into our network of over 1,250,000 Guidepoint Advisors, determining which ones are best suited to speak with the client. For many of our employees, the Associate role provides a unique opportunity to put core business skills into practice, as well as gain exposure to a wide range of industries and disciplines. This is a hybrid position out of our Athens office . Interview Process: Meet your Guidepoint Recruiter! Initial Candidate Screen Meet the Guidepoint Teams! Hiring Manager Interview Mock Assessment (Role dependent) Complete a simulated client request and gain more insight into the role Mock Interview Discuss your assessment with the Guidepoint teams Interview Process Outcome Who We Are: Team-oriented and collaborative Hard-working professionals who strive for excellence Built-in mentorship to help you drive and improve your project management and customer service skills, to deliver excellent results for clients Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory. What You Will Own: Operate in a sales role, identifying the best experts to join our network to provide consultation for client projects Work with Project Managers and other team members across London and Manchester to develop strategies for satisfying

Overview: The Client Service team connects Guidepoint’s clients with subject-matter experts to better inform their business decisions. They take the time to understand each client’s specific research needs and deliver the experts closest to the topic, often within hours. Play a vital role in Guidepoint’s success. As an Associate on the Client Service team, you will understand your client’s unique business questions and identify the experts who can best provide the answers. You will find and recruit new experts into our network of over 1,250,000 Guidepoint Advisors, determining which ones are best suited to speak with the client. For many of our employees, the Associate role provides a unique opportunity to put core business skills into practice, as well as gain exposure to a wide range of industries and disciplines. This is a hybrid position out of our Athens office . Interview Process: Meet your Guidepoint Recruiter! Initial Candidate Screen Meet the Guidepoint Teams! Hiring Manager Interview Mock Assessment (Role dependent) Complete a simulated client request and gain more insight into the role Mock Interview Discuss your assessment with the Guidepoint teams Interview Process Outcome Who We Are: Team-oriented and collaborative Hard-working professionals who strive for excellence Built-in mentorship to help you drive and improve your project management and customer service skills, to deliver excellent results for clients Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory. What You Will Own: Operate in a sales role, identifying the best experts to join our network to provide consultation for client projects Work with Project Managers and other team members across London and Manchester to develop strategies for satisfying

Overview: Guidepoint’s Client Service teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint. Guidepoint is seeking qualified candidates for a VP, Account Executive - Client Service on the Institutional Client Service team . This person will promote our subscription-based research service to various business units within existing clients (hedge funds, mutual funds, private equity etc.), in order to grow overall usage. This is a Hybrid position in our New York City office. What You'll Do: Own a portfolio of client accounts that have been clients for 2+ years, ensuring long-term retention and growth Lead contract negotiations, pricing discussions, renewals, and commercial conversations Drive upsell, cross-sell, and package expansions across existing accounts Proactively meet clients in person and virtually to strengthen executive relationships Identify and activate new users within existing client organizations Develop account growth strategies and revenue plans in partnership with service leadership Monitor usage trends and intervene strategically to prevent churn Serve as senior point of contact for escalations and high-level client discussions Partner closely with client service teams to ensure flawless delivery and client satisfaction What You Have: 3-5 years of experience in account management, relationship management, or consultative sales Proven track record managing renewals and negotiating contracts Demonstrated success driving upsell and cross-sell revenue Experience managing mid-sized to large B2B client portfolios Strong executive presence and ability to build C-level relationships Comfortable conducting

Overview: Play a vital role in Guidepoint’s success. As an Associate on the Client Service team, you will understand your client’s unique business questions and identify the experts who can best provide the answers. You will find and recruit new experts into our network of over 2 million Guidepoint Advisors, determining which ones are best suited to speak with the client. For many of our employees, the Associate role represents their first job post-college, and provides a unique opportunity to put core business skills into practice, as well as gain exposure to a wide range of industries and disciplines. Who We Are: Team-oriented and collaborative Hard-working professionals who strive for excellence Built-in mentorship to help you drive and improve your project management and customer service skills, to deliver excellent results for clients Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory. What You Will Own: Work with Project Managers to develop strategies for satisfying each client project request Utilize LinkedIn, press releases, case studies, and the internet to identify the best experts for our clients to get their strategic or investment questions answered Identify the best leads and invite them to join our network to participate in consultations with our clients Screen experts to determine their suitability for each specific client project and develop professional profiles to present to your clients Experience You Will Bring: Bachelor’s degree or higher Strong sense of urgency and excellent time management skills to thrive in a fast-paced environment Bottom-up thinking and the ability to act as a potential thinking partner for clients, bringing creative and strategic solutions Excellent communication and interaction skills, including demonstrated

Celonis is the trusted platform to industrialize Enterprise AI. At our core is the Celonis Context Model — which combines process data, business knowledge, and intelligence into a living digital twin of the enterprise that AI can actually understand, turning AI's operational blind spots into operational clarity. World's leading companies trust Celonis and its global ecosystem of partners to make their AI agents, people, systems, and processes work together, achieving transformational outcomes. We believe there's a massive opportunity to unlock global productivity and sustainability by giving AI the context to understand how every business process really works. Join our mission to make processes work for people, companies, and the planet. The Role: We are looking for a Client Value Partner, Utilities—a seasoned industry executive who can bridge the gap between energy transition strategy and operational excellence. You will act as the primary accountable lead for one of America's largest strategic energy companies, translating C-level vision into clear, realized value. As a Client Value Partner, you are a "go-to" strategic advisor within our Energy go-to-market organization. You will move beyond standard customer success to link Celonis capabilities to key outcomes specific to Power Generation, Transmission & Distribution, and Renewable Energy assets. You will work in partnership with the Celonis Sales Teams and have full responsibility for the end-to-end value journey of our top-tier customers. You are our customers’ trusted advisor, helping them mobilize resources, achieve their strategic goals, and realize significant value using the Celonis Process Intelligence Platform. In collaboration with our partners, Product, and Engineering teams, you will drive measurable business impact across complex, decentralized operating environments. You will blend deep utility expertise with a proven strategy consulting skill set to spearhead data-driven transformation at the f

Celonis is the trusted platform to industrialize Enterprise AI. At our core is the Celonis Context Model — which combines process data, business knowledge, and intelligence into a living digital twin of the enterprise that AI can actually understand, turning AI's operational blind spots into operational clarity. World's leading companies trust Celonis and its global ecosystem of partners to make their AI agents, people, systems, and processes work together, achieving transformational outcomes. We believe there's a massive opportunity to unlock global productivity and sustainability by giving AI the context to understand how every business process really works. Join our mission to make processes work for people, companies, and the planet. The Opportunity We are seeking an established consulting leader—a current Big Four Director, Managing Director, or Partner-track Senior Manager—to spearhead our highest-stakes Energy & Utilities engagements. In this executive-level role, you will serve as the principal strategic architect for our most valuable power, gas, and renewable energy accounts globally. Leveraging the Celonis Process Intelligence platform, you will bridge the gap between macro energy sector strategies and modern cloud/AI execution models, moving clients from slide decks to realized operational value. The Impact You’ll Make 1. C-Suite Advisory & Value Architecture Peer-to-Peer Advisory: Partner directly with utility C-suite executives (CEOs, COOs, CFOs, Chief Sustainability Officers) to align macro pressures—decarbonization, grid modernization, and capital reallocation—with execution-level transformation roadmaps. Map Enterprise Digital Twins: Oversee the deployment of the Celonis Process Intelligence Graph to build systemic, end-to-end operational models of complex utility enterprises. Orchestrate $100M+ Business Cases: Direct the formulation of board-ready Celonis Value Assessments, delivering the economic justification, working capital improvements

Overview: The Client Service team connects Guidepoint’s clients with subject-matter experts to better inform their business decisions. They take the time to understand each client’s specific research needs and deliver the experts closest to the topic, often within hours. The Intern will work alongside Associates, Research Managers and Project Managers in the Client Service team to support them with delivery on multiple projects in different industries. If you enjoy learning about different industry sectors and the opportunity to hone your communication and interpersonal skills; then look no further. Jumpstart Your Career with Guidepoint: The Internship is a paid, 3-month program with the possibility of extensions. It provides formal hands-on training and mentorship opportunities designed to cultivate a skill set that will be invaluable throughout your career. Depending on your performance, you may receive a return offer to be converted to full-time after your graduation. Who We Are: Team-oriented and collaborative Hard-working professionals who strive for excellence Built-in mentorship to help you drive and improve your project management and customer service skills, to deliver excellent results for clients Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint What You’ll Do: Communication with experts globally using Japanese and English Recruit ahead of the curve if you know a client has continued interest in an area or a particular topic is “hot”/popular Conduct industry research across multiple sectors based on project needs in the team Data entry and updating of the CRM database Assist in onboarding administration and compliance of top industry subject matter experts into the Guidepoint network Assist the team and Project Managers with other administration and / or operational tasks Coordination of phone consultation sessions for subject matter experts

Celonis is the trusted platform to industrialize Enterprise AI. At our core is the Celonis Context Model — which combines process data, business knowledge, and intelligence into a living digital twin of the enterprise that AI can actually understand, turning AI's operational blind spots into operational clarity. World's leading companies trust Celonis and its global ecosystem of partners to make their AI agents, people, systems, and processes work together, achieving transformational outcomes. We believe there's a massive opportunity to unlock global productivity and sustainability by giving AI the context to understand how every business process really works. Join our mission to make processes work for people, companies, and the planet. Celonis is the trusted platform to industrialize Enterprise AI. At our core is the Celonis Context Model — which combines process data, business knowledge, and intelligence into a living digital twin of the enterprise that AI can actually understand, turning AI's operational blind spots into operational clarity. World's leading companies trust Celonis and its global ecosystem of partners to make their AI agents, people, systems, and processes work together, achieving transformational outcomes. We believe there's a massive opportunity to unlock global productivity and sustainability by giving AI the context to understand how every business process really works. Join our mission to make processes work for people, companies, and the planet. Job Description We're Celonis, the global leader in Process Intelligence and pioneer in applying Process Mining technology to drive outcomes for MedTech companies. We believe there is a massive opportunity to unlock productivity by placing data and intelligence at the core of business processes - and for that, we need you to join us. The Role: The Client Value Partner (CVP) role is a key addition to our broader Value Engineering team and will play a crucial role in Celonis’ growth strategy. As

SpaceX was founded under the belief that a future where humanity is out exploring the stars is fundamentally more exciting than one where we are not. Today, SpaceX is actively developing the technologies to make this possible, with the ultimate goal of making life multiplanetary and expanding consciousness to the stars. SpaceXSI is building Super Intelligence to help humanity understand the universe. Our teams are building the full Super Intelligence stack: from our Colossus supercomputers, to Grok models, to our suite of applications, including Grok Bot, Grok Build, Grok Imagine, Grok Voice, and X. We're creating a powerful flywheel where more compute trains better models, better models power more useful products, and what we learn from people using those products shapes what we build next. ABOUT THE ROLE We are seeking a talented and driven Client Account Manager to join X’s world-class team of media professionals, where you will play a pivotal role in building our business with advertisers and their agencies. In this role, you will collaborate with Fortune 500 clients to develop and optimize impactful advertising campaigns, leveraging X’s innovative platform to drive results and foster meaningful connections. Ideal candidates are creative, proactive, and passionate about X’s mission to become the trusted global digital public square, empowering open discourse and unlimited interactivity through exceptional client relationships. RESPONSIBILITIES Collaborate with Fortune 500 advertisers to understand their objectives, recommend best practices, and develop effective, high-impact advertising campaigns. Educate and consult clients on how to leverage X’s advertising products, sharing best practices to create and execute successful campaigns. Execute, optimize, and analyze advertising programs using internal tools and dashboards to maximize performance and results. Resolve campaign issues promptly and effectively, identifying and implementing process improvements to enh

Celonis is the trusted platform to industrialize Enterprise AI. At our core is the Celonis Context Model — which combines process data, business knowledge, and intelligence into a living digital twin of the enterprise that AI can actually understand, turning AI's operational blind spots into operational clarity. World's leading companies trust Celonis and its global ecosystem of partners to make their AI agents, people, systems, and processes work together, achieving transformational outcomes. We believe there's a massive opportunity to unlock global productivity and sustainability by giving AI the context to understand how every business process really works. Join our mission to make processes work for people, companies, and the planet. The Opportunity We are seeking an established consulting leader—a current Big Four Director, Managing Director, or Partner-track Senior Manager—to spearhead our highest-stakes Oil & Gas engagements. In this executive-level role, you will serve as the principal strategic architect for our most valuable Upstream, Midstream, Downstream, and LNG accounts globally. Leveraging the Celonis Process Intelligence platform, you will bridge the gap between macro energy transition strategies and modern cloud/AI execution models, moving clients from slide decks to realized operational value. The Impact You’ll Make C-Suite Advisory & Value Architecture Peer-to-Peer Advisory: Partner directly with Oil & Gas C-suite executives (CEOs, COOs, CFOs, Chief Sustainability Officers) to align macro pressures—capital discipline, decarbonization, yield optimization, and supply chain volatility—with execution-level transformation roadmaps. Map Enterprise Digital Twins: Oversee the deployment of the Celonis Process Intelligence Graph to build systemic, end-to-end operational models of complex oilfield, pipeline, or refining enterprises. Orchestrate $100M+ Business Cases: Direct the formulation of board-ready Celonis Value Assessments, delivering the

About Us: YipitData is the leading market research and analytics firm for the disruptive economy and most recently raised $475M from The Carlyle Group at a valuation of over $1B. Every day, our proprietary technology analyzes billions of alternative data points to uncover actionable insights across sectors like software, AI, cloud, e-commerce, ridesharing, and payments. Our data and research teams transform raw data into strategic intelligence, delivering accurate, timely, and deeply contextualized analysis that our customers—ranging from the world’s top investment funds to Fortune 500 companies—depend on to drive high-stakes decisions. From sourcing and licensing novel datasets to rigorous analysis and expert narrative framing, our teams ensure clients get not just data, but clarity and confidence. We operate globally with offices in the US, APAC, and India. Our award-winning, people-centric culture—recognized by Inc. as a Best Workplace for three consecutive years—emphasizes transparency, ownership, and continuous mastery. What It’s Like to Work at YipitData: YipitData isn’t a place for coasting—it’s a launchpad for ambitious, impact-driven professionals. From day one, you’ll take the lead on meaningful work, accelerate your growth, and gain exposure that shapes careers. Why Top Talent Chooses YipitData: Ownership That Matters : You’ll lead high-impact projects with real business outcomes Rapid Growth : We compress years of learning into months Merit Over Titles : Trust and responsibility are earned through execution, not tenure Velocity with Purpose: We move fast, support each other, and aim high—always with purpose and intention If your ambition is matched by your work ethic—and you're hungry for a place where growth, impact, and ownership are the norm—YipitData might be the opportunity you’ve been waiting for. About The Role (and Challenges You’ll Be Helping To Solve!): We are looking for a Client Strategy Manager (CSM) to join our

Overview: Play a vital role in Guidepoint’s success. As an Associate on the Client Service team, you will understand your client’s unique business questions and identify the experts who can best provide the answers. You will find and recruit new experts into our network of over 2 million Guidepoint Advisors, determining which ones are best suited to speak with the client. For many of our employees, the Associate role represents their first job post-college, and provides a unique opportunity to put core business skills into practice, as well as gain exposure to a wide range of industries and disciplines. Who We Are: Team-oriented and collaborative Hard-working professionals who strive for excellence Built-in mentorship to help you drive and improve your project management and customer service skills, to deliver excellent results for clients Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory. What You Will Own: Work with Project Managers to develop strategies for satisfying each client project request Utilize LinkedIn, press releases, case studies, and the internet to identify the best experts for our clients to get their strategic or investment questions answered Identify the best leads and invite them to join our network to participate in consultations with our clients Screen experts to determine their suitability for each specific client project and develop professional profiles to present to your clients Experience You Will Bring: Bachelor’s degree or higher Strong sense of urgency and excellent time management skills to thrive in a fast-paced environment Bottom-up thinking and the ability to act as a potential thinking partner for clients, bringing creative and strategic solutions Excellent communication and interaction skills, including

Overview: Play a vital role in Guidepoint’s success. As an Associate on the Client Service team, you will understand your client’s unique business questions and identify the experts who can best provide the answers. You will find and recruit new experts into our network of over 2 million Guidepoint Advisors, determining which ones are best suited to speak with the client. For many of our employees, the Associate role represents their first job post-college, and provides a unique opportunity to put core business skills into practice, as well as gain exposure to a wide range of industries and disciplines. Who We Are: Team-oriented and collaborative Hard-working professionals who strive for excellence Built-in mentorship to help you drive and improve your project management and customer service skills, to deliver excellent results for clients Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory. What You Will Own: Work with Project Managers to develop strategies for satisfying each client project request Utilize LinkedIn, press releases, case studies, and the internet to identify the best experts for our clients to get their strategic or investment questions answered Identify the best leads and invite them to join our network to participate in consultations with our clients Screen experts to determine their suitability for each specific client project and develop professional profiles to present to your clients Experience You Will Bring: Bachelor’s degree or higher Strong sense of urgency and excellent time management skills to thrive in a fast-paced environment Bottom-up thinking and the ability to act as a potential thinking partner for clients, bringing creative and strategic solutions Excellent communication and interaction skills, including demonstrated

Vise is hiring a Senior Client Success Associate to join our Account Management Team. You'll be a go-to resource for our financial advisor clients and a key part of Vise's operational core — working directly with custodians and acting as the liaison between clients and our Engagement Managers, Trading, and Investment Strategy teams to keep account onboarding, implementation, and day-to-day execution running smoothly. In this role, you'll learn our platform and internal systems inside out, monitor and handle client account activity, support trading operations, and maintain data accuracy across multiple tools. It's a strong fit for someone who thrives in a fast-paced environment, takes pride in operational excellence, and is eager to grow in fintech and investment management. This role is onsite in our SoHo, NYC office. What You Bring On Day One Minimum of 3-5 years of client operations-related role in wealth management, investment management, or a related financial services environment Strong attention to detail with the ability to stay organized and prioritize in a fast-moving setting Clear and confident communicator with excellent verbal and written communication skills both inside the organization, as well as externally with clients and other third parties Intellectually curious, independently resourceful, and thrives in a goal-oriented environment Quick learner who can adapt to new tools, processes, and product updates with ease Team-focused mindset, eager to collaborate and take initiative with others to resolve problems Experience with custodian platforms (such as Charles Schwab and Fidelity) is preferred Comfortable working with programming languages and interfaces (such as SQL, Retool, and Snowflake) is a plus A no task too small mindset What You Will Own Support Engagement Managers and the Trading team in delivering a high-touch client experience by addressing inquiries related to trading, portfolio management, and onboarding Manage the end-to-end portfolio