Client Success Executive Jobs

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role Addepar’s Enterprise Sales team partners with some of the largest wealth management firms globally, including many listed on the Barron’s Top 40. As an Enterprise Account Executive, you will lead complex, consultative sales efforts with a small set of highly strategic clients. This is a senior role with responsibility for both driving new business and expanding long-term partnerships across global financial institutions. You will act as the business owner for your accounts , setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales; you’ll help shape how leading firms evolve their advisor and client experience through technology. You’ll operate in a highly cross-functional environment, partnering with teams across Sales Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a consistent, high-quality experience from initial engagement through long-term growth. What You’ll Do Own and grow strategic relationships - Build, expand, and deepen relationships with key enterprise clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio. Lead consultative enterprise sales cycles -

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role Addepar’s Enterprise Sales team partners with some of the largest wealth management firms globally, including many listed on the Barron’s Top 40. As an Enterprise Account Executive, you will lead complex, consultative sales efforts with a small set of highly strategic clients. This is a senior role with responsibility for both driving new business and expanding long-term partnerships across global financial institutions. You will act as the business owner for your accounts , setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales; you’ll help shape how leading firms evolve their advisor and client experience through technology. You’ll operate in a highly cross-functional environment, partnering with teams across Sales Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a consistent, high-quality experience from initial engagement through long-term growth. What You’ll Do Own and grow strategic relationships - Build, expand, and deepen relationships with key enterprise clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio. Lead consultative enterprise sales cycles -

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role Addepar’s Enterprise Sales team partners with some of the largest wealth management firms in the globally, including many listed on the Barron’s Top 40. As an Enterprise Account Executive, you will lead complex, consultative sales efforts with a small set of highly strategic clients. This is a senior role with responsibility for both driving new business and expanding long-term partnerships across global financial institutions. You will act as the business owner for your accounts , setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales; you’ll help shape how leading firms evolve their advisor and client experience through technology. You’ll operate in a highly cross-functional environment, partnering with teams across Sales Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a consistent, high-quality experience from initial engagement through long-term growth. What You’ll Do Own and grow strategic relationships - Build, expand, and deepen relationships with key enterprise clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio. Lead consultative enterprise sales cy

Shape the Future with Dun & Bradstreet At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. Since 1841, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers. The Senior Global Account Executive serves as a strategic advisor, aligning data, AI, and agentic workflow solutions to measurable business outcomes. This role is responsible for driving renewal, win-back, cross-sell, and upsell initiatives across a portfolio of global clients and multiple geographies. The position partners closely with global sales teams, Client Success, Product, and other key stakeholders to deliver consistent, value-driven results, while also collaborating with hyperscaler partners (e.g., AWS, Microsoft Azure, Google Cloud) to co-sell, co-innovate, and expand solution reach within enterprise accounts.

Shape the Future with Dun & Bradstreet At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. Since 1841, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers. The Senior Global Account Executive serves as a strategic advisor, aligning data, AI, and agentic workflow solutions to measurable business outcomes. This role is responsible for driving renewal, win-back, cross-sell, and upsell initiatives across a portfolio of global clients and multiple geographies. The position partners closely with global sales teams, Client Success, Product, and other key stakeholders to deliver consistent, value-driven results, while also collaborating with hyperscaler partners (e.g., AWS, Microsoft Azure, Google Cloud) to co-sell, co-innovate, and expand solution reach within enterprise accounts.

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role Addepar’s Enterprise Sales team partners with some of the largest wealth management firms in the U.S. and globally, including many listed on the Barron’s Top 40. As an Enterprise Account Executive, you will lead complex, consultative sales efforts with a small set of highly strategic clients. This is a senior role with responsibility for both driving new business and expanding long-term partnerships across global financial institutions. You will act as the business owner for your accounts , setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales; you’ll help shape how leading firms evolve their advisor and client experience through technology. You’ll operate in a highly cross-functional environment, partnering with teams across Sales Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a consistent, high-quality experience from initial engagement through long-term growth. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to b

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role Addepar’s Enterprise Sales team partners with some of the largest wealth management firms in the globally, including many listed on the Barron’s Top 40. As an Enterprise Account Executive, you will lead complex, consultative sales efforts with a small set of highly strategic clients. This is a senior role with responsibility for both driving new business and expanding long-term partnerships across global financial institutions. You will act as the business owner for your accounts , setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales; you’ll help shape how leading firms evolve their advisor and client experience through technology. You’ll operate in a highly cross-functional environment, partnering with teams across Sales Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a consistent, high-quality experience from initial engagement through long-term growth. What You’ll Do Own and grow strategic relationships - Build, expand, and deepen relationships with key enterprise clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio. Lead consultative enterprise sales cy

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role Addepar’s Enterprise Sales team partners with some of the largest wealth management firms in the globally, including many listed on the Barron’s Top 40. As an Enterprise Account Executive, you will lead complex, consultative sales efforts with a small set of highly strategic clients. This is a senior role with responsibility for both driving new business and expanding long-term partnerships across global financial institutions. You will act as the business owner for your accounts , setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales; you’ll help shape how leading firms evolve their advisor and client experience through technology. You’ll operate in a highly cross-functional environment, partnering with teams across Sales Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a consistent, high-quality experience from initial engagement through long-term growth. What You’ll Do Own and grow strategic relationships - Build, expand, and deepen relationships with key enterprise clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio. Lead consultative enterprise sales cy

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 Key Account Manager to our Client Success team in Belo Horizonte. 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 executive

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 Key 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 executives (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 GTM Engineer in our New Markets - Europe area 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. The GTM Engineering team orchestrates demand generation for Wellhub's commercial teams by building systems that deliver qualified opportunities to BDRs and Account Executives faster, with less manual effort. Operating at the intersection of Sales Development, Sales, Revenue Operations, and Marketing, you will own a GTMe workstream for a specific region and segment, acting as both the technical and strategic counterpart to your local Sales leadership. This is a hybrid role where you will design signal-based outbound strategies with Sales stakeholders, build them directly into our tech stack (Clay, Salesforce, Salesloft), and monitor performance to maximize ROI. YOUR IMPACT Design Signal Logic: Identify "why now" triggers for target accounts (e.g., job changes, tenure, company growth signals, CRM re-engagement). Architect End-to-End Outbound Plays: Own the execution flow: Segmen

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 GTM Program Manager in our New Markets - Europe area 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. The GTM Engineering team orchestrates demand generation for Wellhub's commercial teams by building systems that deliver qualified opportunities to BDRs and Account Executives faster, with less manual effort. Operating at the intersection of Sales Development, Sales, Revenue Operations, and Marketing, you will own a GTMe workstream for a specific region and segment, acting as both the technical and strategic counterpart to your local Sales leadership. This is a hybrid role where you will design signal-based outbound strategies with Sales stakeholders, build them directly into our tech stack (Clay, Salesforce, Salesloft), and monitor performance to maximize ROI. YOUR IMPACT Design Signal Logic: Identify "why now" triggers for target accounts (e.g., job changes, tenure, company growth signals, CRM re-engagement). Architect End-to-End Outbound Plays: Own the execution flow:

At Affirm, we exist for the moments that matter—giving people a clear, predictable way to pay over time, with no hidden fees, no surprises, and no tradeoffs on what matters most. About the Team: The Account Management team at Affirm is focused on building and growing long-term partnerships with our merchant partners, helping them maximize the value of their relationship with Affirm while driving mutual business growth. This team also serves as a strategic bridge across Analytics, Product, Marketing, Credit, and Technical teams, advocating for merchants and helping shape solutions that drive successful outcomes for both our partners and Affirm. About the Role: Affirm is committed to building lasting partnerships with merchants for long term growth and ongoing revenue generation. As a Key Account Manager, you will join a growing team driving value and growth with large strategic merchants. This is a high-profile, customer-facing role requiring outstanding results-oriented, relationship and program management skills. This role oversees a portfolio of Affirm’s strategic accounts with the goal of driving ambitious results across the business. Success in this role entails delivering strong results, collaborating across different teams and levels with key stakeholders, strong analytical skills and excellent executive presence including written and verbal communications. What You'll Do: Act as SEM and team lead across omni-retail for best practices on managing complex accounts, driving outcomes and building relationships You will oversee a large portfolio of key strategic accounts and will be responsible for developing and driving strategic initiatives including complex contract negotiation, pricing and expansion opportunities to drive revenue and General Merchandise Volume (GMV). You will lead and execute sophisticated account plans that include financing optimizations, executive relationship engagement, and marketing strategies, often against ambitious timelin

Our Mission You call. You wait. You call again. In every other part of your life, you book in seconds. In healthcare, you’re blocked. We’re here to give power to the patient. For nearly 20 years, we’ve built the leading healthcare marketplace - helping tens of millions of people find and book the care they need. Now, we’re going further: building our infrastructure beyond Zocdoc’s marketplace to power access to care wherever patients search, from provider websites and insurance directories to search engines, AI platforms, and more. Healthcare still lacks something every other major consumer industry takes for granted: a seamless way to go from seeking to getting . We don’t want to own the front door to care; there isn't one. We want to make sure all of those doors open when patients are knocking. Fixing healthcare starts with fixing access to it. And we're still just getting started. Your Impact on our Mission: As an Enterprise Support Associate, you will own the end-to-end support experience for a portfolio of healthcare providers. You will ensure providers receive maximum value from Zocdoc’s products and services by resolving their queries, optimizing their profiles, and proactively identifying opportunities for improvement. You will be the primary point of contact for support cases, collaborating with cross-functional teams to deliver a seamless provider experience. Your Day to Day Is… Manage and resolve provider support cases via email and phone, ensuring timely and high-quality responses Own the full lifecycle of support cases in Salesforce, including triage, status updates, documentation, and closure Proactively identify and address provider needs, recommending solutions and improvements Escalate complex issues to the appropriate internal teams (EOP, ECSM, AE, IS) and follow up to ensure resolution Collaborate with Enterprise Onboarding Partners, Client Success Managers, and Account Executives to delive

POSITION SUMMARY The Account Manager serves as the primary relationship leader for an assigned portfolio of clients. This individual is responsible for renewals, client satisfaction, and expansion, ensuring clients receive strong value and support throughout their engagement with Clearwater. This role requires excellent relationship-building skills, structured renewal planning, disciplined forecasting, and the ability to identify and qualify expansion opportunities related to cybersecurity maturity and compliance needs. The Account Manager partners closely with Delivery, Solutions Architecture, and Sales Executives to ensure client success and consistent revenue performance. This is a strategic role centered on client partnership, proactive account management, and value realization, ensuring Clearwater remains a trusted and long-term partner. SPECIFIC JOB RESPONSIBILITIES Client Relationship & Retention Serve as primary client point of contact across assigned accounts Lead renewal cycles, including early risk identification and executive communication Maintain client health, value delivery cadence, and partner satisfaction Conduct roadmap meetings and Quarterly Business Reviews (QBRs) Ensure proactive planning and alignment with client strategic goals Expansion & Commercial Growth Identify and qualify expansion opportunities tied to client needs and maturity goals across Clearwater’s full portfolio: Managed services (e.g., Managed Security Services, Cloud Managed Services, ClearAdvantage, ClearConfidence) and IRM|Pro® platform offerings Advisory, Assessment, and Compliance Services Build and manage an expansion pipeline aligned with security programs, IRM|Pro, and managed services Collaborate with AEs, Consulting and/or Solutions Architects to scope and present recommendations Track expansion activity and engage the client executive sponsors to advance conversations Revenue Forecasting & Execution Maintain accurate forecasts for renewals and