Client Onboarding Specialist Jobs

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. What You'll Do As a Client Development Representative (CDR), you’ll own customer engagement and expansion within an assigned book of Brex existing customers. You’ll combine high-velocity outreach with consultative discovery to identify opportunities, align stakeholders, and deliver measurable customer and revenue outcomes. This is an ideal role for someone building a sales career who enjoys developing customer relationships, navigating commercial conversations, and partnering cross-functionally to drive results. Where You'll Work This role will be based either within our New York City, San Francisco, Vancouver or Seattle offices. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week: Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year

SpaceXAI’s mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company’s mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All employees are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates. ABOUT THE ROLE: You own brand revenue. This is a hunter role. You will own a portfolio of global brand advertisers across APAC — winning new spend, reactivating lapsed or dormant accounts, and expanding existing partnerships. You are the commercial owner for your book of business: strategy, relationships, pipeline, and revenue. You will work as a trusted advisor to brand marketers and their agency partners, building consultative, insight-led programs that put X at the center of both brand and performance plans. You will work as a peer with the Agency Development and X Cross Functional Teams — close partnership, distinct ownership. This role reports to the Head of Global Brands, APAC. RESPONSIBILITIES: Own and grow revenue across an assigned Global Brands portfolio in APAC. Hit and exceed quarterly and annual targets through new business, expansion, renewals, and reactivation. Hunt. Build a disciplined pipeline of net-new and returning advertisers. Prioritize client reactivation — bringing lapsed and under-invested global brands back onto the platform with a clear commercial plan. Establish and deepen relationships with marketing decision-makers at global brands and with the agencies that plan and buy for them (media, creative,

**English Version Below** Associé au support client (services financiers) Si vous avez toujours rêvé d’une carrière stimulante dans les services bancaires, financiers et technologiques, c’est le moment de la concrétiser. Formation pour les diplômés, soutien continu, opportunités auprès d’employeurs mondiaux de premier plan, le programme Alumni pour diplômés vous offre tout ce dont vous avez besoin. (Et ne vous inquiétez pas, il n’y a pas de clause de formation. Pas de frais de sortie, pas de pièges cachés.) Chez mthree, nous plaçons de récents diplômés auprès de grandes entreprises mondiales. Nos clients comprennent des banques d’investissement de premier plan et d’autres organisations dans divers secteurs, allant de l’assurance à la santé, en passant par le voyage. Ces rôles sont exigeants et requièrent une grande attention aux détails, une forte orientation client, un sens aigu du risque ainsi qu’une bonne connaissance des réglementations. Chez mthree, nous pouvons vous fournir la formation professionnelle nécessaire pour débuter votre carrière dans le secteur bancaire et ouvrir des portes vers des institutions financières

About Sayari: Sayari is the judgment infrastructure for trustworthy AI in economic security and commercial risk. The Sayari Commercial World Model resolves 11.7B+ primary-source records from 250+ jurisdictions forming the ground truth of global commerce. A Judgment Ontology, encoding over a decade of investigative tradecraft, and Superconductor, an agentic orchestration platform, deliver AI that reasons like an expert analyst, shows its work, and traces every finding to its source. Trusted by U.S. Customs and Border Protection, HM Revenue & Customs, and Fortune 500 enterprises, Sayari is used by thousands of professionals across 35+ countries to secure supply chains and dismantle illicit networks. Headquartered in Washington, D.C., with offices in London, Singapore, Tokyo, and Tel Aviv. POSITION SUMMARY We are looking for a seasoned sales and business development professional with a proven history of managing enterprise commercial relationships. This position will own a diverse book of business comprising major commercial accounts, with a mandate to drive product adoption, account renewals, and revenue expansion within the Japan territory. JOB RESPONSIBILITIES Strategic Account Planning: Develop a deep understanding of client mission sets, map account whitespace, and develop strategic account plans to grow revenue through upsell and cross-sale activities. Pipeline & Forecast Management: Maintain accurate and up-to-date Salesforce data for your territory and provide reliable forecast information to upper management. Customer Advocacy: Drive referral sales and customer references to support net-new sales activities. Market Intelligence: Stay abreast of competitive intelligence and provide actionable feedback to management. Ad-hoc Duties: Perform other related duties as assigned. SKILLS & EXPERIENCE Required: Fluency in Japanese: Must be a native or fluent Japanese speaker with superior business-level written and verbal communication skills. 8+ years

What we’re doing isn’t easy, but nothing worth doing ever is. We envision a future powered by robots that work seamlessly with human teams. We build artificial intelligence that enables service robots to collaborate with people and adapt to dynamic human environments. Join our mission-driven, venture-backed team as we build out current and future generations of humanoid robots. Field-based · ~75% travel · Preference for candidates near a major airport About the Role The Client Success Manager owns the health, performance, and growth of a hospital or territory of hospital partners running Moxi robot fleets. You are both the executive relationship owner and the operator behind the numbers: you run leadership check-ins and quarterly business reviews, translate utilization data into a clear story about value delivered, and drive the projects that resolve issues and lift site performance. Priorities shift, sites behave differently, and the playbook is still being written. The CSMs who thrive here make good decisions with incomplete information and move fast without losing rigor. What You'll Be Doing Own executive relationships and the value narrative Serve as the trusted executive contact for each hospital — C-suite sponsors, nursing leadership, and operational stakeholders. Lead recurring leadership check-ins and quarterly business reviews: set the agenda, build the deck, present performance against goals, and close with documented decisions, owners, and next steps. Communicate Moxi's value in each stakeholder's terms — clinical hours returned, delivery volume, staff satisfaction, cost avoidance — continuously, not just at renewal. Use data to drive better outcomes Monitor utilization, adoption, and reliability data across your territory; know each site's baseline, trends, and outliers. Diagnose why a site underperforms, run the intervention, and measure whether it worked. Set and track site-level performance targets with partners, and report on progress h

Your wellbeing, our mission. Join a company shaping a healthier world. GET TO KNOW US At Wellhub we're revolutionizing workplace wellness. Our platform connects employees worldwide to the best partners for fitness, mindfulness, therapy, nutrition, and sleep—all in one simple subscription. Headquartered in NYC with team members in Europe, North America and South America, we’re on a mission to make every company a wellness company. We believe work should be fulfilling, inspiring, and balanced. Here, you’ll find a team that values wellbeing, collaboration, and different perspectives, where passion and creativity push boundaries to create real impact. Your contributions will help shape a healthier, more balanced world for you and millions of people globally. Join us in redefining the future of wellbeing! THE OPPORTUNITY We are hiring a Client Success Senior Manage r for our Client Success department in Mexico ! The Client Success Sr. Manager is responsible for creating and consolidating strong relationships with a portfolio of larger-sized clients (5,000 or more eligible employees), driving their long-term growth and satisfaction. This strategic role combines account management, business development, and effective communication skills to ensure the continuous success of clients and the expansion of revenue. YOUR IMPACT Client Portfolio Management: Maintain proactive relationships with an assigned portfolio of clients. Thoroughly understand the needs, objectives, and challenges of each client. Develop scalable success plans for each client, aligned with their business goals. Monitor and analyze client usage of the product/service to identify opportunities for improvement. Conduct regular business reviews with clients to assess progress and adjust strategies. Business Development and Growth: Identify and execute strategies to increase subscriber growth and MRR (Monthly Recurring Revenue) within the assigned portfolio. Collaborate with the sales team to identify upse

Your wellbeing, our mission. Join a company shaping a healthier world. GET TO KNOW US At Wellhub we're revolutionizing workplace wellness. Our platform connects employees worldwide to the best partners for fitness, mindfulness, therapy, nutrition, and sleep—all in one simple subscription. Headquartered in NYC with team members in Europe, North America and South America, we’re on a mission to make every company a wellness company. We believe work should be fulfilling, inspiring, and balanced. Here, you’ll find a team that values wellbeing, collaboration, and different perspectives, where passion and creativity push boundaries to create real impact. Your contributions will help shape a healthier, more balanced world for you and millions of people globally. Join us in redefining the future of wellbeing! THE OPPORTUNITY We are hiring a Client Success Account Manager to our Client Success team in Santa Catarina. This role is to join the B2B team and will be responsible for managing a key portfolio of our clients. As a Client Success Manager, you will be expected to bring significant business results to Wellhub through upselling, cross selling and renegotiation within existing accounts. This person will also work in collaboration with different areas of Wellhub to improve and evolve the client's experience. This is a great opportunity to join a growing team in a market that is really gaining momentum on B2B business and we are excited to have a game-changer candidate to take us to the next level. YOUR IMPACT Develop a sales plan for each named client — identifying products, expansion opportunities, and the strategic rationale ("why Wellhub") — leading the client relationship for a portfolio of large and complex Enterprise accounts throughout the client lifecycle. Ensure contract renewals, expansions, and lead annual contract renegotiations. Partner with client's HR and decision makers, building an approach to connect their C-level to

Your wellbeing, our mission. Join a company shaping a healthier world. GET TO KNOW US At Wellhub we're revolutionizing workplace wellness. Our platform connects employees worldwide to the best partners for fitness, mindfulness, therapy, nutrition, and sleep—all in one simple subscription. Headquartered in NYC with team members in Europe, North America and South America, we’re on a mission to make every company a wellness company. We believe work should be fulfilling, inspiring, and balanced. Here, you’ll find a team that values wellbeing, collaboration, and different perspectives, where passion and creativity push boundaries to create real impact. Your contributions will help shape a healthier, more balanced world for you and millions of people globally. Join us in redefining the future of wellbeing! THE OPPORTUNITY We are hiring a Client Success Account Manager to our Client Success team in Paraná. This role is to join the B2B team and will be responsible for managing a key portfolio of our clients. As a Client Success Manager, you will be expected to bring significant business results to Wellhub through upselling, cross selling and renegotiation within existing accounts. This person will also work in collaboration with different areas of Wellhub to improve and evolve the client's experience. This is a great opportunity to join a growing team in a market that is really gaining momentum on B2B business and we are excited to have a game-changer candidate to take us to the next level. YOUR IMPACT Develop a sales plan for each named client — identifying products, expansion opportunities, and the strategic rationale ("why Wellhub") — leading the client relationship for a portfolio of large and complex Enterprise accounts throughout the client lifecycle. Ensure contract renewals, expansions, and lead annual contract renegotiations. Partner with client's HR and decision makers, building an approach to connect their C-level to Wellhub

Your wellbeing, our mission. Join a company shaping a healthier world. GET TO KNOW US At Wellhub we're revolutionizing workplace wellness. Our platform connects employees worldwide to the best partners for fitness, mindfulness, therapy, nutrition, and sleep—all in one simple subscription. Headquartered in NYC with team members in Europe, North America and South America, we’re on a mission to make every company a wellness company. We believe work should be fulfilling, inspiring, and balanced. Here, you’ll find a team that values wellbeing, collaboration, and different perspectives, where passion and creativity push boundaries to create real impact. Your contributions will help shape a healthier, more balanced world for you and millions of people globally. Join us in redefining the future of wellbeing! THE OPPORTUNITY We are hiring a Client Success Account Manager to our Client Success team in São Paulo. This role is to join the B2B team and will be responsible for managing a key portfolio of our clients. As a Client Success Manager, you will be expected to bring significant business results to Wellhub through upselling, cross selling and renegotiation within existing accounts. This person will also work in collaboration with different areas of Wellhub to improve and evolve the client's experience. This is a great opportunity to join a growing team in a market that is really gaining momentum on B2B business and we are excited to have a game-changer candidate to take us to the next level. YOUR IMPACT Develop a sales plan for each named client — identifying products, expansion opportunities, and the strategic rationale ("why Wellhub") — leading the client relationship for a portfolio of large and complex Enterprise accounts throughout the client lifecycle. Ensure contract renewals, expansions, and lead annual contract renegotiations. Partner with client's HR and decision makers, building an approach to connect their C-level to Wellhub exec

Client Success is the front line of VTS’s retention engine. As a CSR, you’re not only engaging with clients who use VTS to transform how commercial real estate operates, you’ll be helping shape our future. With the support of powerful data-driven workflows and AI tools, you’ll generate meaningful client interactions at scale, test new engagement strategies and provide critical insights back to the Client Success and Product teams. Simply put, when our CSR team thrives, our customers continue to grow with us. ** Please note that this opportunity is located in New York, NY, and requires this hire to work from our office four days a week. ** What you can expect as a Client Success Representative: This isn’t your typical junior Client Success role. At VTS, you’ll be joining a high-impact, AI-augmented CS team that’s rethinking how modern client success is done. You’ll Be quickly trained in world-class SaaS CS techniques and real estate fluency. Use cutting-edge tools to automate busywork so you can focus on learning, experimenting, and connecting with decision-makers at some of the most influential CRE firms on the planet. Collaborate closely with CS mentors, marketing partners, and senior leadership to contribute directly to client retention. See a clear path for promotion to Client Success Manager roles and beyond. Our top CSMs and leaders started in this seat. Be part of a scaling team where every win matters and every voice is heard. Form relationships with senior decision makers, asset managers and brokers at the top commercial real estate firms across the country. What makes you a great fit? You’re not just looking for a job, you’re looking to launch a career in CS with real momentum. You could be a great fit if: You’re curious, coachable, and ready to dive headfirst into a fast-paced, goal-driven environment. You embrace new tools and technologies to work smarter and faster. You bring 1+ years of professional experience. Bonus if it’s in CRE, SaaS, or

About Us OpenFX is on a mission to move money as freely as data, unrestricted by time zones, banking hours, or legacy systems. We are building the infrastructure that will power the next generation of cross-border payment systems for institutions. The team's execution has been exceptional, and we're scaling at a remarkable pace. Our stellar early team brings experience at companies such as J.P. Morgan, Goldman Sachs, FalconX, PayPal, Affirm, Polygon, Kraken, Nium, Visa, Mastercard & others. We’re backed by Accel, Lightspeed, M13, Northzone, Pantera, and other top-tier investors. Role Overview We are hiring for our APAC Client Success team - this role will own the retention and growth of our institutional clients across the region. As a core member of our APAC go-to-market team, you'll manage client relationships end-to-end, understand their needs, and work cross-functionally to deliver tailored solutions that drive their success, while ensuring OpenFX has the coverage required to grow its institutional book across APAC. Key Responsibilities: Client Coverage & Engagement, Account Growth & Expansion, Driving Operational Excellence, AI-Powered Scale Client Coverage & Engagement Serve as the primary point of contact for a growing portfolio of institutional clients across APAC. Build and maintain account growth plans covering each client's business model, strategic priorities, and growth potential. Drive proactive engagement across the book, ensuring every APAC client has a high-quality relationship with OpenFX. Deeply understand each client's business to uncover opportunities and strengthen the relationship over time. Account Growth & Expansion Analyze client data to identify opportunities for volume growth and increased product adoption. Develop and execute strategies that grow transaction volume by helping clients optimize their FX flows and deepen their activity on our platform. Own the cross-sell pipeline independently, driving adoptio

Reddit is a community of communities. It’s built on shared interests, passion, and trust, and is home to the most open and authentic conversations on the internet. Every day, Reddit users submit, vote, and comment on the topics they care most about. With 100,000+ active communities and approximately 130 million daily active unique visitors, Reddit is one of the internet’s largest sources of information. For more information, visit www.redditinc.com . We're looking for a sharp, positive, and motivated self-starter to join our Mid-Market Goods team in Toronto! In addition to laying the foundation of the team, the Client Partner will be responsible for forming relationships with key brands and ensuring they meet their business objectives using Reddit's advertising suite. Please note that this role is required to work in-person from our Toronto office 1-2 days per week. Core Responsibilities: Collaborate with existing clients to deliver Reddit solutions that help achieve those customers’ marketing and business goals Identify areas of additional opportunity within existing client relationships, including new lines of business, and move them through to close Collaborate with Account Managers to create long-term, mutually beneficial partnerships between your customer base and Reddit Act as the CEO of your book of business, and take full ownership of strategic bets, revenue forecasting, and ensuring operational rigor Communicate feedback on our sales processes, narratives, and products to advocate for customers and improve the team's effectiveness and efficiency Proactively manage and deepen relationships with existing advertising partners, both with agencies and directly with clients to drive year-over-year revenue growth Proactively construct upfront and joint business plans with top clients Establish mutually beneficial relationships with new clients, educating them on Reddit and the Reddit ads platform Leverage agency and client direct relationships to identify new buye

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 As part of the broader Addepar Data Management & Quality organization, the Data Client Support team is responsible for ensuring our customers receive first-class support experience and are able get the most value out of their data in Addepar. The Data Client Support team sits at the nexus of Addepar's activity and requires daily communications with clients, data providers, and other personnel across the company. Important : This role requires for you to be in office 3 days per week in Pune. 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 Do Address client inquiries related to Addepar’s portfolio data feeds and on general data product functionalities within established SLAs. Manage and complete requests from internal Data teams that require client outreach and/or action to resolve data verification issues. Investigate client reported bugs and data processing issues, and triage with Engineering & Product when needed. Partner with Account Managers, Solutions Architects, and other members of GTM to drive alignment on data related escalations and ensure positive outcomes for clients.

Position Overview Diligent is looking for an experienced GRC Advisor to join the team and work on Key accounts to drive adoption and retention and identify areas for expansion within our platform. This position will leverage our GTM, and value drivers established through combining people, process, and technology. If you are anything like the talented GRC Advisors at Diligent then this feeling you have, might be the desire to serve others- but you are blinded by the limits placed on you in your current role. The Client Success Advisor role is key to Diligent’s Customer Success retention strategy. Key Responsibilities Provide guidance and best practices on configuring, customizing, and optimizing the functionality of the GRC platform and modules to align with clients’ business processes and objectives. Conduct in-depth assessments of clients’ GRC requirements, objectives, and challenges to recommend tailored solutions to address their business needs and goals. Collaborate with clients on internal roadmaps, governance, risk, and compliance requirements to be implemented within Diligent’s platform. Ensure proper understanding and adoption of the platform solutions to identify at-risk clients and help increase usage of the software and modules. Partner closely with internal Product, Customer Success, Support, and Sales teams to drive continuous improvement of the platform based on client use cases. Monitor industry trends, regulatory developments, and emerging best practices in the GRC landscape to proactively share insights and recommendations with clients from a subject matter expert perspective. Required Experience/Skills Minimum of 5-7 years of experience in a client-facing role within the legal, compliance, and entity management or subsidiary governance industry. Adaptive mindset and ability to drive out a meaningful path to how our customers see tangible business value. Ability to build relationships both internally and externally to understand the underpinni

Position Overview Diligent is looking for an experienced GRC Advisor to join the team and work on Key accounts to drive adoption and retention and identify areas for expansion within our platform. This position will leverage our GTM, and value drivers established through combining people, process, and technology. If you are anything like the talented GRC Advisors at Diligent then this feeling you have, might be the desire to serve others- but you are blinded by the limits placed on you in your current role. The Client Success Advisor role is key to Diligent’s Customer Success retention strategy. Key Responsibilities Provide guidance and best practices on configuring, customizing, and optimizing the functionality of the GRC platform and modules to align with clients’ business processes and objectives. Conduct in-depth assessments of clients’ GRC requirements, objectives, and challenges to recommend tailored solutions to address their business needs and goals. Collaborate with clients on internal roadmaps, governance, risk, and compliance requirements to be implemented within Diligent’s platform. Ensure proper understanding and adoption of the platform solutions to identify at-risk clients and help increase usage of the software and modules. Partner closely with internal Product, Customer Success, Support, and Sales teams to drive continuous improvement of the platform based on client use cases. Monitor industry trends, regulatory developments, and emerging best practices in the GRC landscape to proactively share insights and recommendations with clients from a subject matter expert perspective. Required Experience/Skills Minimum of 5-7 years of experience in a client-facing role within the legal, audit, risk, or compliance industry. Adaptive mindset and ability to drive out a meaningful path to how our customers see tangible business