Client Onboarding Specialist Jobs

About Energy CX: Energy CX is redefining the energy brokerage industry as the fastest-growing player in the US. By bringing cutting-edge technology, advanced analytics, and innovative solutions, we are disrupting a space that has operated in the dark for too long. Why Energy CX? Opportunity to be a founding member of the New York office, playing a key role in shaping our NYC presence Recession proof industry Uncapped commission with competitive salary Entrepreneurial and ambitious culture with a great team oriented environment Fastest growing energy broker in the country Recognized by Fortune and Great Places to work US Named on Inc 5000’s list of America’s fastest growing companies On Target Earnings Year 1 -> $150,000 Year 2 -> $225,000 Year 3 -> $350,000 Year 4 -> $425,000 Year 5 -> $475,000 - $525,000+ The above figures are conservative estimates; commissions are uncapped, and accelerators and other incentives provide the opportunity to earn beyond these amounts. Year 1 and 2 OTEs are flexible and can be adjusted based on experience and overall fit. Title: Account Executive We are seeking New York-based Account Executives to work with the largest CRE firms and manufacturers in the country. While this role begins as a remote-first position, you will help anchor our local presence as we prepare to launch our New York City office by 2027. See below for more info on our in office policy. About this Job As a sales Account Executive, you will play a pivotal role in driving revenue growth by identifying new business opportunities, nurturing client relationships, and closing deals. We're seeking a dynamic AE who can build rapport with prospective clients and articulate a unique value proposition. If you thrive in a results-driven setting and have a passion for hunting down deals, this is the role for you. While leveraging any existing relationships is beneficial, be prepared to engage in proactive prospecting thr

About Energy CX: Energy CX is redefining the energy brokerage industry as the fastest-growing player in the US. By bringing cutting-edge technology, advanced analytics, and innovative solutions, we are disrupting a space that has operated in the dark for too long. Why Energy CX? Entrepreneurial and ambitious culture with a great team oriented environment Fastest growing energy broker in the country One of the fastest growing companies in Chicago Recognized by Fortune and Great Places to work US Named on Inc 5000’s list of America’s fastest growing companies Compensation Year 1 Expected Earnings → $115,000 to $200,000. The expected salary range above may vary based on qualifications and experience. Title: Senior Product Manager, Customer Platform About this Job We're looking for a Senior Product Manager to own our customer-facing energy purchasing and tracking platform during a critical high-growth phase. You'll define and drive the vision for turning that platform into an interactive, data-rich experience — think Bloomberg Terminal or Robinhood — that gives clients real-time visibility and control over their energy purchasing decisions. This is a flagship customer-facing bet, and you'll be the senior product voice shaping it end to end. What You'll Do Own the product roadmap and vision for the customer-facing platform, translating energy purchasing and tracking into an interactive, real-time interface Partner with Engineering, Design, and Quantitative Strategy to define data visualizations, live pricing displays, and interactive tools that make complex energy market data intuitive for clients Gather requirements directly from clients, Sales, and Customer Success to identify what drives engagement and decision-making on the platform Write detailed product requirements and specs, and work closely with engineering to ship features that measurably improve client engagement and retention Define and track success metrics (engagement, retention, feature a

About Energy CX: Energy CX is redefining the energy brokerage industry as the fastest-growing player in the US. By bringing cutting-edge technology, advanced analytics, and innovative solutions, we are disrupting a space that has operated in the dark for too long. Why Energy CX? Recession proof industry Uncapped commission with competitive salary Entrepreneurial and ambitious culture with a great team oriented environment Fastest growing energy broker in the country One of the fastest growing companies in Chicago Recognized by Fortune and Great Places to work US Named on Inc 5000’s list of America’s fastest growing companies Compensation Year 1 -> $140,000 Year 2 -> $215,000 Year 3 -> $340,000 Year 4 -> $415,000 Year 5 -> $465,000-$515,000+ The above figures are conservative estimates; commissions are uncapped, and accelerators and other incentives provide the opportunity to earn beyond these amounts. Year 1 and 2 OTEs are flexible and can be adjusted based on experience and overall fit. Title: Account Executive We are seeking Chicago-based Account Executives to work with the largest CRE firms and manufacturers in the country. About this Job As a sales Account Executive, you will play a pivotal role in driving revenue growth by identifying new business opportunities, nurturing client relationships, and closing deals. We're seeking a dynamic AE who can build rapport with prospective clients and articulate a unique value proposition. If you thrive in a results-driven setting and have a passion for hunting down deals, this is the role for you. While leveraging any existing relationships is beneficial, be prepared to engage in proactive prospecting through cold calls and emails. Energy CX believes in an “eat what you kill mentality.” Objectives of this Role Acquire new customers and expand accounts Develop meeting lead and closing ability Gain proficiency in the energy market Daily and Monthly Responsibilities Dri

Product Owner – Digital Assets (H/F) About Horizon Trading Solutions Horizon Trading Solutions is an independent global technology company focused on electronic trading, supporting agency and principal business goals across equities and derivatives. For over 20 years, we have equipped leading capital market participants with algorithmic trading technology and direct connectivity to more than 80 exchanges worldwide. We are currently looking for a Product Owner – Digital Assets to join our Product Management team and define, structure and drive the development of Digital Assets capabilities within our existing multi-asset trading platform. This newly created role combines product strategy and execution: the first objective is to structure and define the Digital Assets scope, build the roadmap and position the offer through market and competitive analysis, before leading its implementation and acting as the internal reference point on Digital Assets topics. If you join us, you will: Product Strategy & Build (Primary Focus) Define the Digital Assets product vision and positioning Build and maintain the Digital Assets roadmap Conduct market and competitive analysis Identify relevant use cases aligned with our existing client base Define how Digital Assets capabilities integrate within our current architecture Assess regulatory and compliance implications related to Digital Assets initiatives Product Delivery Translate product vision into clear functional specifications Own and prioritize the backlog Work closely with Engineering teams to drive implementation Ensure alignment between roadmap objectives and delivery Internal Enablement Act as internal reference on Digital Assets topics Support Sales and Client Delivery teams in understanding new capabilities Contribute to client discussions when required Help structure internal knowledge around Digit

Product Owner – Extend (H/F) About Horizon Trading Solutions Horizon Trading Solutions is an independent global technology company focused on electronic trading, supporting agency and principal business goals across equities and derivatives. For over 20 years, we have equipped leading capital market participants with algorithmic trading technology and direct connectivity to more than 80 exchanges worldwide. We are currently looking for a Product Owner – Extend to join our Product Management team and define, structure and drive the development of Extend offer ( internal offer) capabilities within our existing multi-asset trading platform. This newly created role combines product strategy and execution: the first objective is to structure and define the Extend scope, build the roadmap and position the offer through market and competitive analysis, before leading its implementation and acting as the internal reference point on Extend topics. Your day to day ? Inside an Agile team you will be dedicated to, using Scrum and DevOps in an international environment ( teams located in France, Hong Kong, Montreal), you will contribute to each step of the development of our solutions (from specification to implementation on client side). You will have the missions to : 1/ Define the scope Propose and build a strategic roadmap on your product scope Discuss with stake holders (CDM, Sales, Product Manager, Client) to understand the context of client requests / change requests / roadmap initiatives Clearly express Product Backlog items – writing or reviewing existing items entered by Client Support, Client Delivery Manager, Engineering team ; except for detailed technical specifications written by Epic Leaders Participate in the pricing of the projects / features Evaluate the relevance and priorities of incoming requests 2/ Manage the backlog Write, detail and validate items in Product backlog Order the items in the Product Backlog to best achieve goa

About AiDASH AiDASH is leading the PreventionFirst™movement for electric utilities and transforming grid resilience through its pioneering platform that unifies vegetation, asset, storm, and wildfire intelligence. Powered by SatelliteFirst™ Inspection & Monitoring, AiDASH delivers comprehensive visibility across the entire grid at the right frequency and budget, using the right data modality. More than 200 customers trust AiDASH to keep the lights on, spend where it counts, and defend every decision, Securing Tomorrow across every mile of the grid. Learn more at www.aidash.com. The PreventionFirst movement is growing, and so is the recognition behind it. In 2026, Forbes named AiDASH one of America's Best Startup Employers for the 4th consecutive year, and TIME included AiDASH among America's Top GreenTech Companies for the 3rd year in a row. Deloitte Technology Fast 500 ™ ranked AiDASH No. 12 in the San Francisco Bay Area, and No. 59 overall in their selection of the top 500 for 2024. Join us in Securing Tomorrow Together! The Role As a Geospatial Analyst at AiDASH, you will produce high-quality annotated datasets from diverse imagery sources — satellite, LiDAR, aerial, and ground-based panoramic images and videos. Your work will directly feed AI/ML pipelines and client deliverables that protect critical infrastructure. This role demands a sharp eye for detail, comfort working with visual and geospatial data at scale, and fluency with modern AI tools. You won’t just annotate images; you’ll build AI-accelerated workflows that make the entire team faster. How You’ll Make an Impact Annotate and label imagery (satellite, LiDAR, aerial, drone, ground-based panoramic photos and videos) to identify, classify, and delineate features such as vegetation, assets, terrain, and infrastructure components Prepare,

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is seeking an exceptional Advisor Success Manager to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets. The ASM role is built for a proactive professional who thrives on "closing focus" and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform. Role Purpose The primary mission of the ASM is to accelerate the "0 to 5" client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered a

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION As a Mid-Market Account Executive, you will lead the sales process for some of the fastest growing and disruptive Broker-Dealers and RIAs in the space (50+ financial advisors). You will be in a high-impact role with CEO-level visibility, tasked with bringing in clients capable of changing our company’s trajectory. This job is being made available at an incredibly important time in Pontera’s trajectory, and there are many reasons it’s a great opportunity: a product with an immediate, measurable revenue impact for the client (share of wallet growth), a massive addressable market, and dominant category leadership in professional 401(k) management. There is a ton of greenspace. And we are looking for someone with grit, resiliency, and professionalism to capture this incredible opportunity. RESPONSIBILITIES Lead multi-threaded sales processes across C-Suite, Compliance, InfoSec, Legal, and Field Leadership. You own the deal from initial conversation through negotiation and close. Map the buyers of our prospects. Understand the goals, pl

Weekly office requirement : Hybrid, 3 days/week Employment type : Permanent Salary Range: $110,000 - $120,000 We’re looking for a Solutions Consultant to join us here at GWI. Not just any Solutions Consultant though. Someone ambitious and genuine, who works best in the midst of a collaborative and forward-thinking team. That’s because as a GWIer you’ll be immersed in the fast-moving world of data tech. We think big to make an impact, we’re not afraid to ask why, and we always show respect. Those values are what got us where we are today, and they’re a big part of what we’re looking for in you. As our Senior Solutions Consultant, you’ll: Be a trusted pre-sales advisor across a broad product range, supporting commercial efforts across all the Revenue functions within GWI. This role will sit across two disciplines within Solutions Consulting: Subject Matter Expert and Data Out. The Subject Matter Experts team works closely with the sales teams in order to create and curate proactive solutions for the client’s challenges, helping to drive commercial growth across GWI’s data and insight products. The Data Out Solutions team are responsible for helping revenue leads sell in GWI’s data integration solutions, supporting discovery calls, pitches and ultimately helping to grow adoption of this portfolio of solutions. Solutions Consultants work across a number of verticals, supporting opportunities for a wide array of clients and prospects, from Fortune 500 well known companies to smaller scale ups and boutique agencies. What you’ll be doing: As a Senior Solutions Consultant, every day is different. You will be working across multiple opportunities and established accounts, with the ultimate goal of helping the sales teams drive revenue growth. The goals for this role include: To become an industry expert embedded in the sales process. To drive efficiency and effectiveness in sales cycles by supporting pre-sales effor

Technical Product Manager (Data Platform) Location : Athens Weekly office requirement : Hybrid, 1 days/week Employment type : Permanent At GWI we’re always looking for extraordinary people who thrive on making an extraordinary impact. Right now we’re looking for a Technical Product Manager to play a key role in our Data Product team in London . If that’s you, and solving complex technical problems at scale gets you out of bed in the morning, keep reading. It could be the start of something, well, extraordinary. Sounds great, what will I be doing? 🤔 As our Technical Product Manager , you’ll sit within the Process pillar of the Data Product Team and own the evolution of our next-generation data platform. You’ll help shape the strategy and lead on the execution of how we ingest, process, validate, govern, and deliver high-quality consumer survey data at scale. This includes accelerating our migration from legacy pipelines into our modern data stack (BigQuery, dbt, Airflow/Astronomer), while ensuring near-zero disruption to client delivery. This role is critical to GWI’s future. Our Data Platform underpins everything we deliver to customers — from SaaS insights to APIs and AI integrations. Your work will directly impact how quickly new surveys reach clients, how reliably our data performs at scale, and how efficiently our internal teams operate. Specifically, you will: 👉 Shape and execute the roadmap for scalable, automated survey processing on our Data Platform 👉 Reduce time from survey completion to client availability through workflow automation, validation frameworks, and release optimisation 👉 Lead migration from legacy pipelines to NDP, sequencing change to deliver early impact while maintaining delivery stability 👉 Partner deeply with Data Engineering, Software Engineering, ML Engineering, Research, and Data Operations teams to translate complex pipeline needs into robust platform capabilities 👉 Champion observability, data quality, lineage, and governance-

Fanatics Commerce is the global leader in licensed sports merchandise, operating a vertically integrated platform that designs, manufactures, and delivers officially licensed apparel, jerseys, headwear, and collectibles for major leagues, teams, and events worldwide. With more than 900 e-commerce sites and a global omnichannel presence across digital, in-venue, and retail, Fanatics Commerce reaches fans in over 180 countries and powers official fan experiences for many of the world's most iconic sports properties. At Fanatics, we bring our BOLD Leadership Principles to life every day - building championship teams, obsessing over fans, acting with entrepreneurial speed, and delivering with a determined and relentless mindset. ROLE OVERVIEW Fanatics Licensing Management (FLM) is a standalone subsidiary of Fanatics, Inc. that serves clients ranging from college programs — including the University of Georgia, University of Kentucky, University of Miami, University of Notre Dame, University of Oregon, and the University of Wisconsin to professional properties such as the NFL Players Association, Major League Soccer, Hockey Canada, and MLB (Hard Goods), providing trademark licensing agency services and sublicensing rights management. The Licensing Administrator serves a supporting role across operations, client and contract management, and trademark enforcement, ensuring licensees meet their obligations while delivering a positive and productive partner experience. The Licensing Administrator delivers business and fan impact through BOLD leadership and execution excellence, leveraging data, automation, and AI-enabled insights. HOW WILL YOU DRIVE IMPACT Success is measured by the ability to deliver results through BOLD capabilities and measurable outcomes. Team & Leadership Impact (Build Championship Teams) • Partner with the Licensing Operations team to support prioritized projects including renewals, contract compliance, system updates, and policy change notification

As a Senior NetSuite Consultant at Plative, you will act as a strategic advisor, implementing sophisticated NetSuite solutions for our portfolio of clients. While technical knowledge (scripting/workflows) is a "nice-to-have," your true value lies in your ability to bridge the gap between complex business processes and accounting principles. Candidates for this role should possess deep knowledge of NetSuite’s capabilities in the high-tech and professional services space and high-level knowledge of common industry specific integrations. Plative is a fast-paced, agile environment. You will manage end-to-end delivery for multiple clients simultaneously, ensuring that every configuration, from general ledger to advanced revenue recognition, aligns with industry best practices (SaaS and Professional Services). Key Responsibilities Lead sessions with team members and clients to uncover business requirements and map out complex accounting processes. Configure and customize NetSuite instances with a focus on high-level modules including Suite Billing, ARM, and Multi-book. Create detailed functional and technical requirement documents that serve as the blueprint for client success. Manage the full project lifecycle, from initial inception through data migration, system integrations, and UAT (User Acceptance Testing). Develop and contribute to data migration and system integrations. Work closely with developers to deploy custom solutions and report directly to a Delivery Manager within a cross-functional team of BAs and PMs. Maintain ongoing business relationships, ensuring client satisfaction and identifying growth opportunities. Basic Qualifications 5+ years of experience implementing and configuring NetSuite ERP. Proven experience in a service-based/consulting environment. We are looking for advisors who have worked with external clients, rather than internal-only administrators. Strong understanding of accounting principles is required. You must be comfortable discussing A

Seu bem-estar, nossa missão. Junte-se a uma empresa que torna o mundo mais saudável. CONHEÇA A GENTE Estamos revolucionando o bem-estar corporativo. Nossa plataforma conecta colaboradores do mundo todo aos melhores parceiros em exercício físico, mindfulness, terapia, nutrição e rotina de sono – tudo em uma só subscrição. Com base em Nova York e equipe na Europa, América do Norte e América do Sul, nossa missão é fazer de toda empresa uma empresa de bem-estar. A gente acredita que o trabalho deve ser gratificante, inspirador e equilibrado. Aqui, você vai encontrar uma equipe que valoriza bem-estar, colaboração e perspectivas diversas, em um lugar onde paixão e criatividade rompem limites para criar impacto de verdade. Suas contribuições vão ajudar a construir um mundo mais saudável, para você e milhões de pessoas globalmente. Por que temos vagas afirmativas? Essa é uma vaga afirmativa para Pessoas com Deficiência. Porque a gente acredita em fomentar a diversidade e nutrir um ambiente de trabalho inclusivo, onde todo mundo tenha acesso a oportunidades equitativas e possa atingir o seu potencial máximo. Para alcançar a nossa missão, é essencial que existam diversas perspectivas aqui dentro e que todas as pessoas se sintam acolhidas, valorizadas e empoderadas no Wellhub. A OPORTUNIDADE Estamos contratando Client Operations Analyst para se juntar ao nosso time de Business Transformation em São Paulo! Nossa missão é aprimorar a rotina operacional de nossas pessoas clientes, tornando nossos processos escaláveis e padronizados, buscando ser a área de referência dentro do Wellhub e garantindo a qualidade na execução, sempre em parceria com outros times internos. O objetivo do time de Client Operations LatAm é garantir a eficiência, a qualidade e a execução correta dos processos dos clientes de RH, em alinhamento com os times de vendas e finanças. Como parte do time, você atuará em contato com nossas pessoas clientes externas, prestando suporte na anál

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 Backend Software Engineering Manager to our MMS Users team in Brazil ! This is a Remote – Brazil position, meaning you can work from anywhere within the country. Please note that this role is only open to candidates in Brazil. Our team is responsible for the Marketplace Value Management Systems , which optimize the value delivered through the marketplace for both users and clients while maintaining healthy margins for Wellhub. We build sophisticated tools, services, and data pipelines that power critical marketplace capabilities, including pricing, plans, usage restrictions, product allocations, partner offers, and bulk client operations. YOUR IMPACT Participate in the development of some of the most critical and challenging services in our ecosystem, seeking to build long-term and sustainable solutions; Design, develop, test, deploy, maintain and improve services focusing on performance, scalability, and resilience; Build Integration with 3rd party API and tools; Support existing systems looking to enhance functionality, increase scale, and transform in new ways to meet our product demands; Work in a collaborative and

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 Legal Manager to our Legal team in São Paulo, Brazil ! The Legal team at Wellhub acts as a strategic partner to enable sustainable business growth while safeguarding the company across global markets. In this role you will serve as a legal strategist for Brazil, driving complex B2B negotiations, managing regulatory and litigation matters, and directly advising leadership. This is an exciting opportunity for an experienced legal expert to take full ownership of high-impact commercial agreements and key legal initiatives within a fast-paced, global technology environment. YOUR IMPACT Act as a strategic legal advisor to business teams in Brazil, leading the drafting, analysis, and negotiation of vendor agreements and B2B client contracts, including Public Sector deals. Address key legal and commercial topics, including intellectual property, commercial terms, and data privacy arising from contracts, client negotiations, and strategic initiatives. Serve as a trusted advisor to senior leadership, proactively anticipating legal risks, implementing preventive measures, and offering strategic solutions to support business expansion.