Client Service Representative in United States

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

About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. Help Win New Business The Opportunity: Operating at the intersection of logistics and tech has allowed Flexport to develop a unique value proposition that customers all over the globe love, resulting in exponential growth over the last 10+ years. Flexport today connects more than 10,000 clients across 100+ countries, and our role is to help businesses of all sizes find the global trade solutions that will empower their success. With offices on three continents, our team is as global as our client base and we’re excited to continue building a product and service they love. With revenue growing at breakneck speed, we’re looking for a consultative and tenacious Sales Development Representative to join our growing Sales Team based out of our Chicago Office! You will: Identify and qualify new inbound sales opportunities for Flexport Partner closely with marketing in developing, testing, and implementing new inbound funnels Work with Account Executives to identify and prioritize strategic opportunities in your market segment Demonstrate the value of our offering through phone calls, email, and other social mediums Shadow Account Executives in meetings a

About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. Help Win New Business The Opportunity: Operating at the intersection of logistics and tech has allowed Flexport to develop a unique value proposition that customers all over the globe love, resulting in exponential growth over the last 10+ years. Flexport today connects more than 10,000 clients across 100+ countries, and our role is to help businesses of all sizes find the global trade solutions that will empower their success. With offices on three continents, our team is as global as our client base and we’re excited to continue building a product and service they love. With revenue growing at breakneck speed, we’re looking for a consultative and tenacious Sales Development Representative - New Grad to join our growing Sales Team based out of our Chicago Office! You will: Identify and qualify new inbound sales opportunities for Flexport Partner closely with marketing in developing, testing, and implementing new inbound funnels Work with Account Executives to identify and prioritize strategic opportunities in your market segment Demonstrate the value of our offering through phone calls, email, and other social mediums Shadow Account Executives in meeti

About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. Help Win New Business The Opportunity: Operating at the intersection of logistics and tech has allowed Flexport to develop a unique value proposition that customers all over the globe love, resulting in exponential growth over the last 10+ years. Flexport today connects more than 10,000 clients across 100+ countries, and our role is to help businesses of all sizes find the global trade solutions that will empower their success. With offices on three continents, our team is as global as our client base and we’re excited to continue building a product and service they love. With revenue growing at breakneck speed, we’re looking for a consultative and tenacious Inbound Sales Development Representative to join our growing Sales Team based out of our Chicago Office! You will: Identify and qualify new inbound sales opportunities for Flexport Partner closely with marketing in developing, testing, and implementing new inbound funnels Work with Account Executives to identify and prioritize strategic opportunities in your market segment Demonstrate the value of our offering through phone calls, email, and other social mediums Shadow Account Executives in meetings

About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. Help Win New Business The Opportunity: Operating at the intersection of logistics and tech has allowed Flexport to develop a unique value proposition that customers all over the globe love, resulting in exponential growth over the last 10+ years. Flexport today connects more than 10,000 clients across 100+ countries, and our role is to help businesses of all sizes find the global trade solutions that will empower their success. With offices on three continents, our team is as global as our client base and we’re excited to continue building a product and service they love. With revenue growing at breakneck speed, we’re looking for a consultative and tenacious Inbound Sales Development Representative to join our growing Sales Team based out of our Chicago Office! You will: Identify and qualify new inbound sales opportunities for Flexport Partner closely with marketing in developing, testing, and implementing new inbound funnels Work with Account Executives to identify and prioritize strategic opportunities in your market segment Demonstrate the value of our offering through phone calls, email, and other social mediums Shadow Account Executives in me

Overview: Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all 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. The Business Development team is looking for a Sales Development Representative/Business Development Intern to further develop our business with corporations, financial institutions, and consulting firms within the region . The Associate will be responsible for assisting in building a pipeline of prospects across a variety of industries. This is an exciting opportunity for a self-starter who wants to learn more about financial services, consulting, or other industries and make a significant contribution to our business model. This is a hybrid role based in our New York City office starting June 7, 2027. The application deadline for this role is November 1, 2026. What You'll Do: Help create and develop a robust pipeline of qualified prospects Research target industries, sub-sectors and companies in order to understand their information/ research needs and pain-points Map companies in order to identify target groups and job functions Prospect targets via email and telephone and schedule meetings Generate engaging content for meetings with prospects and effectively articulate our value proposition Develop a strong knowledge and understanding of the competitive landscape Provide client/ prospect feedback to sales and management What You Have: Pursuing a Bachelors degree, graduating in 2028 Mature communicator capable of handling high-profile clients Intellectual curiosity and desire to learn Demonstrated ability to work both individually and as a part of a team Ability to think creatively and prioriti

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Our New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services can benefit from better financial technology, and that many industries that don't currently consider themselves to be a fintech actually are. You'll be the one helping us achieve this vision. As a New Business Representative, you'll forge the path to finding new clients and prospect new customers for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbounding selling experience, who can demonstrate the added value of Plaid and what impact it can have on FinTech and non-FinTech alike. In this role you will be responsible for organizational mapping, prospecting individuals, driving engagement, setting opportunities for AEs, taking qualification calls, and nurturing early opportunities. The ideal candidate is customer centric, resilient, challenges the status quo, and has an interest in advancing their career in tech sales. Qualifications 1-3 years of experience in pipeline development and/or sales (preferably at SaaS company) Leading high-level conversations w

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Our New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that the financial services landscape is evolving at a breakneck pace, and every modern company building in the fintech space needs the gold standard of financial technology infrastructure to win, scale, and delight users. You'll be the one helping us achieve this vision. As a New Business Representative for our FinTech segment, you'll forge the path to finding new clients and prospecting digital-native fintechs, neobanks, alternative lending platforms, and personal finance applications for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbound selling experience who can demonstrate the added value of Plaid and what impact our API suite can have on supercharging a fintech's growth, security, and user experience. In this role, you will be responsible for organizational mapping, prospecting individuals, driving engagement, setting opportunities for AEs, taking qualification calls, and nurturing early opportunities. The ideal candidate is customer-centric, resilient, challenges the status quo, and h

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Our New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every institution in the banking and wealth management ecosystem can benefit from better financial technology, and that many traditional financial firms that don't currently consider themselves to be fintech actually need to operate like one to win. You'll be the one helping us achieve this vision. As a New Business Representative for our Banking & Wealth (B&W) segment, you'll forge the path to finding new clients and prospecting traditional banks, credit unions, wealth-tech platforms, and digital brokerages for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbound selling experience who can demonstrate the added value of Plaid and what impact it can have on modernizing the banking and investment experience. In this role, you will be responsible for organizational mapping, prospecting individuals, driving engagement, setting opportunities for AEs, taking qualification calls, and nurturing early opportunities. The ideal candidate is customer-centric, resilient, challenges the status

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Our New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to the world’s largest and most complex enterprises. Our thesis is that every major enterprise can benefit from better financial technology, and that many industries that don't currently consider themselves to be fintechs actually are. You'll be the one helping us achieve this vision at scale. As an Enterprise Business Development Representative, you'll forge the path to finding new enterprise clients and strategically prospecting Fortune 500 and high-growth market leaders. We are looking for extraordinary sales professionals with SaaS/tech outbounding experience who can navigate complex organizations, map multiple stakeholders, and demonstrate the profound impact Plaid can have on enterprise ecosystems. In this role, you will be responsible for strategic account mapping, executive-level prospecting, driving deep engagement, and nurturing early-stage enterprise opportunities for our Enterprise Account Executives. The ideal candidate is customer-centric, resilient, intellectually curious, and adept at challenging the status quo within large organizations. Responsibilities Strategic Pipeline Ar

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

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

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

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