Client Outreach Specialist Jobs

Overview: Guidepoint is looking for an entrepreneurial and outgoing individual to join its Insights business. The Insights product is an offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e. private equity/hedge fund), sell-side equity research analysts, and industry professionals. This is a hybrid role in New York City. What You'll Do: Promote and represent the Guidepoint Insights product to our institutional clients including traditional asset managers, hedge funds, family offices and private equity firms. Focus on increasing penetration and usage of the Insights product across Guidepoint's existing client base. Using a high-touch approach (phone, email, Bloomberg, in-person meetings), highlight upcoming events to the appropriate clients and foster dialogue with Guidepoint sector specialists. Correctly map client preferences (sector focus, frequency of email notifications) across organizations to ensure the right content is delivered to the right individuals. Form critical relationships with Portfolio Managers and Analysts to understand their research needs, collect feedback and explain our value proposition. Conduct outbound prospecting to help generate new account leads. Work closely with the Guidepoint’s analysts to understand key upcoming events and summarize takeaways from recent teleconferences. What You Have: Excellent communicator capable of calling on high-profile clients at hedge funds, mutual funds and private equity. Broad based knowledge of the sales process from lead generation to relationship management. Comprehensive understanding of the institutional invest

Overview: Play a vital role in Guidepoint’s success. Guidepoint is seeking an entrepreneurial and outgoing individual to spearhead coverage of our Insights expert call and transcript library product for our Corporate Healthcare client base. As a liaison for our clients and salespeople, you will play a pivotal role in driving engagement and revenue growth within the rapidly expanding Insights product line. Leveraging your exceptional CRM skills, effective organization, and keen attention to detail, you will collaborate cross-functionally to maximize usage of our offering among our active trials and current subscribing clients. This highly visible position will involve working closely with the Insights group heads to develop strategic plans for enhancing client engagement and retention. This is a hybrid role located in New York City. What You’ll Do: Serve as an advocate for the Insights product with corporate healthcare clients and foster three-dimensional relationships with key stakeholders Develop personalized engagement plans for each client depending on therapeutic areas of focus, ongoing clinical trials of interest, and competing companies to effectively market Insights content Monitor and drive client engagement through direct outreach efforts: direct emails, product demonstrations, virtual and onsite meetings Collaborate with sales team to ensure timely renewals and drive upsell opportunities Acquire valuable feedback and insights from clients to inform product development, marketing strategies, and sales efforts What You Have: Bachelors or masters degree from an accredited University, Healthcare-adjacent coursework is a plus 2+ years of professional work experience, with a focus on B2B product sales Understanding of the corporate org structure, the roles, responsibilities, and unmet needs of our corporate buyers, and ability to engage with senior business leaders with innovative content and ideas Excellent communication skill

Onbe, a fast-growing FinTech, bringing innovation to a rapidly growing global marketplace, stands for “on behalf.” Because that’s exactly how we work: on behalf of our clients, as their comprehensive payments partner. We transform the way payments are imagined — as an opportunity for innovation, a source of insight to customers, and a way to connect with partners around the globe! Summary: Supports product marketing by executing research, developing case studies, and contributing to go-to-market initiatives. This role helps connect client, market, and competitive insights to messaging and sales enablement, improving the effectiveness and consistency of marketing outputs. Key Responsibilities Support voice-of-customer, survey, and research initiatives in partnership with Client Success, Sales, and Product Gather and organize client, market, and competitive insights into structured, usable inputs that support Segment Management priorities Own ongoing tracking of competitors, market trends, and positioning updates Maintain and update competitive battlecards and internal resources Own coordination of case study development, including outreach, scheduling, and approvals Support drafting and production of case studies, testimonials, and customer stories Own and maintain a centralized library of proof points, data, and customer evidence Partner with internal teams to gather product and client performance data (adoption, usage, time-to-launch, etc.) Support product launches by gathering inputs, research, and proof and contributing to messaging development Assist in developing and updating marketing materials and supporting sales enablement Requirements 3+ years in Product Marketing, Marketing, Research, or related role Experience supporting research, content, or case study development Strong organizational and project management skills Ability to gather and structure information from multiple sources Familiarity with competitive research or market analysis Basic under

Onbe, a fast-growing FinTech, bringing innovation to a rapidly growing global marketplace, stands for “on behalf.” Because that’s exactly how we work: on behalf of our clients, as their comprehensive payments partner. We transform the way payments are imagined — as an opportunity for innovation, a source of insight to customers, and a way to connect with partners around the globe! Summary: Supports product marketing by executing research, developing case studies, and contributing to go-to-market initiatives. This role helps connect client, market, and competitive insights to messaging and sales enablement, improving the effectiveness and consistency of marketing outputs. Key Responsibilities Support voice-of-customer, survey, and research initiatives in partnership with Client Success, Sales, and Product Gather and organize client, market, and competitive insights into structured, usable inputs that support Segment Management priorities Own ongoing tracking of competitors, market trends, and positioning updates Maintain and update competitive battlecards and internal resources Own coordination of case study development, including outreach, scheduling, and approvals Support drafting and production of case studies, testimonials, and customer stories Own and maintain a centralized library of proof points, data, and customer evidence Partner with internal teams to gather product and client performance data (adoption, usage, time-to-launch, etc.) Support product launches by gathering inputs, research, and proof and contributing to messaging development Assist in developing and updating marketing materials and supporting sales enablement Requirements 3+ years in Product Marketing, Marketing, Research, or related role Experience supporting research, content, or case study development Strong organizational and project management skills Ability to gather and structure information from multiple sources Familiarity with competitive research or market analysis Basic under

At Playlist, life's richest moments happen when people step away from screens to move, connect, explore, and play. We're building the definitive platform for intentional living, connecting people with inspiring experiences in fitness, wellness, and beyond. With popular brands like Mindbody and ClassPass, Playlist empowers businesses and individuals, making it effortless for aspirations to become actions. Join us in reshaping technology's role to foster meaningful, real-world connections. Mindbody equips wellness entrepreneurs with technology to support thriving businesses and create exceptional experiences. Innovation and curiosity drive our culture, connecting businesses and individuals through cutting-edge solutions. Join us if you're passionate about enhancing wellness through technology. About the right team member As an SMB Sales Specialist, you'll be the driving force behind our outbound sales efforts. You'll work in our outbound, inside sales team, targeting the right market while hitting your revenue goals. Your day-to-day will involve reaching out to potential clients through high volume prospecting & lead generation, outbound calls, emails, texts, and social media. By offering our solutions, you'll help clients in the health, wellness, and beauty space achieve their fullest potential with our Mindbody products. You are someone who is a go-getter, and is not afraid to pick up the phone and strike a conversation with potential customers. The Role You’ll Play Drive sales volume via high-volume outbound cold calls, lead generation, and closing sales with our single-location customers Ignite growth by connecting small businesses with Mindbody solutions through high-energy outreach via calls, emails, texts, and social media Manage the full sales journey, from first outreach to a signed contract; ensuring a smooth, exciting experience for every client Deliver engaging demos that showcase how Mindbody products unlock new possibilities for health, wellnes

Citi is looking for a Senior Commercial Relationship Manager to focus on the origination and growth of an existing portfolio of commercial clients across the consumer products and services, industrials, and business and professional services sectors. In this senior individual contributor role, you will be instrumental in building Citi's commercial banking presence — identifying and converting target market prospects into new client relationships, while also deepening and expanding existing ones. Your ability to win new business, structure sophisticated financial solutions, and coordinate cross-functional teams will directly shape Citi's commercial banking growth across clients with revenues typically ranging from $20MM and up to $250MM, with a particular focus on companies operating globally or pursuing international expansion. Responsibilities Develop and maintain a disciplined target market plan, identifying and prioritising prospective commercial clients across diversified service sectors and converting those prospects into new, full-wallet banking relationships for Citi. Originate and onboard new client relationships where Citi serves as the primary banking partner, taking ownership of the full sales cycle from initial outreach and pitch through to mandate, onboarding, and activation. Manage and grow a portfolio of commercial clients, acting as the primary point of contact and trusted financial advisor for each relationship. Build and deepen client relationships through proactive outreach, identifying emerging needs, anticipating challenges, and delivering tailored, multi-product solutions that grow share of wallet. Structure and execute complex credit transactions, including global deals, by coordinating product specialists and subject matter experts to deliver customised outcomes aligned to each client's strategy. Lead the end-to-end cred

ABOUT THE ROLE ** This role will be eligible to participate in the monthly commission compensation plan ** All part-time team members are eligible for benefits beginning on their date of hire. This includes medical, dental, vision, 401k, tuition reimbursement, mental health sessions, and more. Upbeat, hardworking, and results-driven, our Peloton Experts are the front-line business drivers in Peloton's retail showrooms. They exhibit a keen knowledge of our product, services, and company. Above all, our Peloton Experts are strong communicators who are able to understand the needs of their clients, build long-lasting relationships with these clients and build a solid network for sales. YOUR DAILY IMPACT AT PELOTON Focus on achieving and exceeding individual sales goals Maximize sales through excellent customer service, product knowledge, and merchandise presentation Proactively utilize Salesforce to record and maintain client information and preferences to drive your business Develop a deep knowledge and understanding of Peloton's products and brand image Phone and email outreach to both established and developing clients to communicate updates, events, and follow-up Provide outstanding customer service at all times Work professionally with fellow sales specialists in a team environment Help to maintain visual/physical standards of store YOU BRING TO PELOTON Prior sales experience - preferably in a customer-focused environment Entrepreneurial spirit with a desire to exceed sales goals Enthusiastic, energetic, and personable professional demeanor Excellent written and verbal communication skills Ambitious, hardworking and team-oriented An appreciation of fitness and a balanced lifestyle High school graduate or equivalent Must be able to work nights, weekends, and holidays Proficiency with MS applications (Word, Excel, etc), Apple Products, and Salesforce a plus PHYSICAL REQUIREMENTS This is primarily an active position, involving long periods

ABOUT THE ROLE ** This role will be eligible to participate in the monthly commission compensation plan ** All part-time team members are eligible for benefits beginning on their date of hire. This includes medical, dental, vision, 401k, tuition reimbursement, mental health sessions, and more. Upbeat, hardworking, and results-driven, our Peloton Experts are the front-line business drivers in Peloton's retail showrooms. They exhibit a keen knowledge of our product, services, and company. Above all, our Peloton Experts are strong communicators who are able to understand the needs of their clients, build long-lasting relationships with these clients and build a solid network for sales. YOUR DAILY IMPACT AT PELOTON Focus on achieving and exceeding individual sales goals Maximize sales through excellent customer service, product knowledge, and merchandise presentation Proactively utilize Salesforce to record and maintain client information and preferences to drive your business Develop a deep knowledge and understanding of Peloton's products and brand image Phone and email outreach to both established and developing clients to communicate updates, events, and follow-up Provide outstanding customer service at all times Work professionally with fellow sales specialists in a team environment Help to maintain visual/physical standards of store YOU BRING TO PELOTON Prior sales experience - preferably in a customer-focused environment Entrepreneurial spirit with a desire to exceed sales goals Enthusiastic, energetic, and personable professional demeanor Excellent written and verbal communication skills Ambitious, hardworking and team-oriented An appreciation of fitness and a balanced lifestyle High school graduate or equivalent Must be able to work nights, weekends, and holidays Proficiency with MS applications (Word, Excel, etc), Apple Products, and Salesforce a plus PHYSICAL REQUIREMENTS This is primarily an active position, involving long periods

Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk. Our team is looking for a Sales Development Representative (SDR) to join our sales organization. This isn't just about hitting call numbers; it's about strategically identifying, engaging, and qualifying high-value target accounts to generate significant pipeline and fuel Okta's continued market leadership. If you have a hunger for exceeding targets and a desire to work on complex, enterprise-level opportunities, we want to talk to you. This role offers a direct pathway to further your career in a dynamic, fast-growing cybersecurity environment. What You'll Do (Your Impact): Spearhead Strategic Outbound Prospecting: You'll own the identification and engagement of key decision-makers within target enterprise accounts, employing sophisticated, multi-channel outreach strategies (call, email, social selling, video). Generate High-Quality Pipeline: Go beyond lead generation. You'll deeply qualify, nurture, and convert prospects into sales-ready meetings and opportunities for our elite Account Executive team. Become an Okta Evangelist: Master Okta's value proposition and articulate how our solutions address critical business challenges and deliver tangible outcomes for diverse enterprise clients. Collaborate for Success: Partner closely with Account Executives, Field Marketing, and Product Specialists to develop targeted campaigns, refine messaging, and ensure seamless deal progression. Data-Driven Execution: Leverage our best-in-class SaaS toolkit (Salesforce, O

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.

Overview: The Institutional Client Growth team member will be responsible for driving growth, client engagement, retention, and account development across the Institutional client segment in India. This individual will serve as the primary relationship manager for key institutional accounts, ensuring proactive engagement, identification of new business opportunities, and delivery of a superior client experience. The role is critical to expanding the firm's presence within institutional clients, increasing wallet share, strengthening client relationships, and driving sustainable revenue growth. The incumbent will work closely with Sales, Research, Client Service, and Leadership teams to maximize account penetration and ensure the voice of the customer is reflected in business decisions. This is a hybrid position out of our Mumbai office. What You’ll Do: Client Relationship Management Manage and develop relationships with institutional clients across Private Equity, Venture Capital, Investment Banking, Corporates, Consulting Firms, and other strategic accounts. Conduct regular client outreach to understand business priorities, gather feedback, and identify opportunities for deeper engagement. Serve as the primary point of contact for key client stakeholders. Build strong executive-level relationships to improve client retention and expansion opportunities. Sales Growth & Revenue Expansion Drive growth across existing institutional accounts through proactive account management. Identify upsell and cross-sell opportunities and partner with sales leadership to convert opportunities into revenue. Develop account growth plans for strategic clients. Monitor account performance and recommend actions to improve client engagement and commercial outcomes. Client Engagement & Coverage Execute a structured client engagement program with high-frequency outreach across active accounts. Increase client coverage and interaction levels significantly above current

If you’ve always dreamt of an exciting career in Banking, Finance and Tech, now’s the time to make it a reality. Over the past decade, increasing regulatory scrutiny has led to the evolution of banking services which now play a critical part in every single stage of the trade lifecycle and the overall client journey. It is now the sharp tip of a bank’s competitive edge. Within Banking Services, it has therefore never been more crucial to get it right and demand for top talent is high. These roles are challenging, demanding attention to detail and a strong client focus, a keen sense of risk and an awareness of the regulations. At mthree, we can provide you with professional, fully paid, completely free training to embark on your career as an mthree Alumni within Banking Services …. and we open doors to world-leading financial institutions. Some of these roles include: Trade Support (Securities, Treasury, Transaction Management) Anti Financial Crime ( Anti Money Laundering, Fraud) Fund Accounting (Fund Accounting Analyst) Derivatives Risk, Regulation and Compliance (Credit Risk, Market Risk, Controls, Reporting) Client Lifecycle Management (KYC/AML, CDD, Risk Assessment,) Regulatory Transformation (Business Analysis, Project Management, Client Outreach) Data (Governance, Management, Remediation, Analysis) Working within Banking Services will offer fulfilment, increased opportunities for progression and the chance to work with new technologies and multiple business lines. This pathway is perfect for you if… You have a 2.2 or above degree You have a genuine interest in Banking and Financial Markets. Degree topics we have seen succeed but not limited to include - Law, Mathematics, Finance, Banking, Economics. Accounting You’re an excellent verbal and written communicator. You’re hungry to learn and upskill. It’s a bonus if you already have experience working in teams in a collaborative environment. The successful candidate must, by the start of t

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

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

Overview: Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding each client’s specific research needs and delivering targeted expert matches, often within hours, the team plays a critical role in providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address them, and recruit new experts into Guidepoint’s global network of more than 1,750,000 Advisors. The role offers exposure to a dynamic, results-oriented environment where strong judgment, responsiveness, and the ability to execute across multiple priorities are highly valued. Due to the collaborative nature of the Client Service team, the work schedule is hybrid with three days in the office required. Who We Are: High-performing team driven by execution, accountability, and consistent client impact Client-centric culture where responsiveness, resourcefulness, and attention to detail define how we operate Team committed to developing talent through hands-on mentorship, coaching, and leadership support Workplace that embeds continuous learning and career development as a core part of how we grow and excel Environment where strong performers take on increasing leadership, commercial responsibility, and client ownership Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory What You Will Own: Recruit new experts into Guidepoint’s network and engage them for client consultations Independently conduct targeted research across LinkedIn, press releases, company websites, case studies, and other public sources to identify relevant subject-matter experts Lead cold outreach, phone-based vetting, and screening conversations with experts to evalu