Clients Operations Analyst Jobs

Lithic is the modern card issuing and processing platform empowering ambitious financial companies to build the future of payments. Our infrastructure powers card programs for 100+ innovative clients, from fintechs reimagining credit and digital banking to platforms transforming disbursements and spend management. Companies like Mercury, Flex, and Novo rely on Lithic's developer-friendly APIs, direct network connections, and flawless reconciliation to launch and scale card programs in weeks, not years. We're building a future where access to better financial products materially improves people's lives, free from the constraints of 30-year-old mainframes and legacy processors. We're proud to be backed by world-class investors who share that vision, including Bessemer Venture Partners, Index Ventures, Spark Capital, Stripes, and Mastercard, along with many others. We're a team of 170+ across 26 states and 7 countries, headquartered in New York City. Lithic is hiring a Solutions Engineer to design and deliver technical product solutions that meet customer needs and highlight the value of our platform. In this role, you'll be the technical and strategic bridge between Lithic and our clients. You'll own complex client relationships from pre-sale through implementation, helping partners design integrations, navigate the Lithic platform, and unlock the full potential of card issuing infrastructure. This is a high-impact, highly visible role that requires equal parts technical credibility, client empathy, and cross-functional influence. You’ll be responsible to collaborate with internal teams to develop tailored solutions that clearly demonstrate the benefits of working with Lithic. If you’re passionate about technology, problem-solving, and creating exceptional customer experiences this role is for you. What You'll Do Client Engagement Serve as a trusted technical advisor to a portfolio of strategic clients, from early-stage fintechs to enterprise partne

As a Senior Technical Solutions Consultant , you will be the principal technical liaison between our product, sales, and customer success teams. You will provide tailored solutions for clients in the commercial real estate sector, specifically focusing on the complex VTS Activate product landscape (including Activate, Activate Workplace, Activate Multifamily, CBRE Host, and CBRE Host Building) . Your unique combination of property management experience and deep technical proficiency will help ensure that our clients maximize the value of our software. ** Please note that this opportunity is located in New York, NY, and requires this hire to work from our office 4 days a week. ** What Makes This Job Awesome? Act as the definitive subject matter expert (SME) and technical leader for the VTS Activate suite's integration landscape and partnerships, both internally and externally (e.g., Braxos, Kastle, CCure, AMAG, etc.). Design and deliver advanced, in-depth technical demonstrations for prospects and clients, specifically showcasing how the VTS Activate product suite solves specific challenges. Provide advanced technical support during the sales process, addressing complex questions and concerns about system integrations and core functionalities, serving as the technical closer for Activate deals. Provide support during the sales process for qualifying opportunities with hardware requirement and implementation. Provide handover details to cross-functional stakeholders to ensure smooth implementations. Own the solution reporting process for VTS Activate deals, including documenting deal journals and synthesizing won/loss reasons. This reporting provides critical intelligence for the Product team (feature gaps), the Sales team (competitive analysis), and the Executive team (market/product trends). Lead knowledge transfer and cross-functional upskilling initiatives for the Sales, Customer Success, and Services teams. This involves supporting the creation of documenta

Role Purpose: Account Executives are key drivers of Jumio’s growth through leading new customer acquisitions. You will be responsible for identifying and progressing opportunities, managing the sales cycle, and negotiating successful contracts in order to commence long-term partnerships with new enterprise customers. Helping them to eliminate identity fraud and making the digital world a safer place. Role Value: Growing Jumio’s pipeline, revenue and market share in a rapidly expanding domain is fundamental to Jumio’s continued success. Account Executives are at the heart of the company’s global expansion and directly impact revenue, profitability and EBITDA. New customers and new revenue streams increase the value of the business and the impact we make on improving the world of online identity verification. Responsibilities: Delivering against agreed new business sales targets, revenue and new logo customer acquisition Selling into companies across a number of industries including Sharing Economy, Gaming, Fintech, Banking and more Identification and development of opportunities with successful pipeline and process management through to deal completion Market mapping and researching prospects and their business needs and drivers - building relationships across target customers Networking and event attendance and management Compelling articulation of Jumio’s offerings and competitive products, pricing and proposal models Closing deals resulting in the taking of market share from competitors Developing contacts through calls, emails, meetings and conferences Asking great questions to obtain detailed information to deliver effective solution presentations to prospects Maintaining accurate records of all sales activities for purposes of maintaining and further developing the Jumio’s sales pipeline Developing lasting, positive and productive relationships with Jumio’s clients - securing referrals and testimonials that lead to new business opportu

Lithic is the modern card issuing and processing platform empowering ambitious financial companies to build the future of payments. Our infrastructure powers card programs for 100+ innovative clients, from fintechs reimagining credit and digital banking to platforms transforming disbursements and spend management. Companies like Mercury, Flex, and Novo rely on Lithic's developer-friendly APIs, direct network connections, and flawless reconciliation to launch and scale card programs in weeks, not years. We're building a future where access to better financial products materially improves people's lives, free from the constraints of 30-year-old mainframes and legacy processors. We're proud to be backed by world-class investors who share that vision, including Bessemer Venture Partners, Index Ventures, Spark Capital, Stripes, and Mastercard, along with many others. We're a team of 170+ across 26 states and 7 countries, headquartered in New York City. We are hiring for our Treasury team Software Engineers at various levels (II and Senior) who are curious and willing to dive deep and understand our technology and domain in order to solve interesting and hard problems.The Treasury team maintains and builds the backend services that manage the flow of funds between Lithic and third parties. This includes our ledger, ACH and wire infrastructure, and associated reconciliation. The systems we maintain have high standards of reliability and correctness. You will become an expert in the card payments space. The Treasury team primarily uses Python for their tech stack. What You'll Do: Ensure high reliability and correctness for Lithic’s ledger and orchestrated funds flows Develop new features to better serve Lithic customers Ensure that the team is delivering reliable, secure, and scalable code with minimal tech debt Own initiatives from planning to launch, keeping stakeholders informed and aligned along the way Lead efforts to improve systems and processes wit

Key Responsibilities Enterprise Data Strategy & Client Engagement: Develop and maintain a comprehensive data architecture strategy that aligns with organizational and client business objectives. Serve as a key technical advisor for clients, translating business requirements into innovative data solutions. Build and maintain strong client relationships by providing expert guidance and managing expectations throughout project lifecycles. Data Modeling, Design & Engineering: Design and optimize both logical and physical data models to support enterprise-wide systems. Architect data warehousing solutions, overseeing the integration of data from multiple sources to enable robust business intelligence and analytics. Directly develop, test, and implement ETL processes and data pipelines, ensuring data quality, consistency, and performance. Technology Evaluation & Implementation: Evaluate emerging data technologies and tools to determine their fit within the existing architecture and potential for future scalability. Oversee the integration of new technologies into the enterprise data architecture, balancing innovation with risk management. Team Leadership & Hands-On Management: Lead cross-functional teams, providing mentorship and technical guidance to junior data engineers and architects. Maintain a hands-on approach by actively participating in coding, design sessions, and troubleshooting complex data issues. Ensure project milestones are met through effective resource management and team coordination. Performance, Security & Best Practices: Optimize data storage, retrieval, and processing performance across various systems. Collaborate with security teams to enforce data governance, compliance, and privacy standards. Establish and promote best practices in data management, data engineering, and architecture design. Documentation & Reporting: Develop and maintain comprehensive documentation covering data architecture designs, data flows, integrati

Who is Artefact? Artefact is a next-generation strategy and data consulting firm dedicated to transforming organisations through data and AI. We combine the rigour of top-tier strategy consulting with deep expertise in data, digital and analytics to help clients achieve tangible business impact. With 2,500+ consultants, data scientists and engineers, we work with global leaders such as Samsung, L’Oréal, Orange and Sanofi. Our Swiss offices are at the heart of Artefact’s growth, advising clients on their most pressing strategic challenges — from AI strategy and governance to digital transformation roadmaps and new business model design. Main Responsibilities As a Senior Consultant in our Zurich/Lausanne office, you will work at the intersection of strategy consulting and data and AI delivery. You will: Strategy Development: Work with client leadership teams to address high-stakes questions. How can AI reshape our business model? How should we govern and organise for data? Which strategic programmes deliver the most impact? Structured Problem-Solving: Break complex challenges down into decisions a client can act on, combining consulting rigour with a working knowledge of what current AI can and cannot actually do. Solution Design: Turn a business question into a solution shape — what data it depends on, what kind of platform or product it should sit on, and what “good” looks like once it is built. You will do this alongside our data scientists and engineers. Project Delivery: Support engagements end to end, from hypothesis framing and market and competitor analysis through to data maturity assessments, client workshops, governance design and implementation roadmaps. Client Engagement: Work closely with C-level stakeholders and business unit leaders. You will build trusted relationships, communicate recommendations with clarity, and keep the work aligned to what the client is actually trying to decide. Knowledge & Practice Building: Contribute to the growth of Arte

Role Overview Help organizations turn governance, risk, and compliance (GRC) goals into measurable business value. As a Client Success Advisor, you’ll guide key clients in configuring, adopting, and optimizing a GRC platform—strengthening retention, uncovering expansion opportunities, and helping teams work more effectively. You’ll combine GRC expertise, advisory skills, and a strong understanding of client needs to shape practical solutions, improve platform usage, and build lasting partnerships. Your work will influence client outcomes while contributing valuable insights to internal product and go-to-market teams. Here’s a breakdown of what you’ll do (not all of it, just the important stuff) Advise clients on configuring, customizing, and optimizing GRC platform functionality to support their business processes and objectives. Assess client requirements, challenges, and goals, then recommend tailored solutions that deliver measurable value. Partner with clients on governance, risk, and compliance roadmaps, translating priorities into effective platform implementations. Drive adoption across the platform and its modules, identifying engagement risks and helping clients increase usage. Help clients identify and implement practical analytics use cases that improve automation, exception management, and reporting. Collaborate with Product, Customer Success, Support, and Sales teams to improve solutions based on real-world client needs. Monitor regulatory developments, industry trends, and emerging GRC best practices to provide proactive, trusted advice. These are the essentials you’ll need to get an interview 5–7 years of experience in a client-facing role within audit, risk, compliance, or a related GRC environment. Strong knowledge of GRC concepts, regulations, industry standards, and software platforms. Experience translating audit, risk, compliance, or business questi

ROLE: Account Director TEAM: Accounts LOCATION: Toronto (Hybrid) COMPANY OVERVIEW Salt is a North American marketing agency that creates connected experiences through creative, digital, and media innovation. Our mission is to help clients, and their brands earn the world’s attention through our core philosophy of Connected Creativity - a cross-disciplinary, collaborative approach to ideation and planning that unlocks the power of different perspectives. This approach enables us to deliver new and effective solutions. Because the best results start with different ideas. ROLE OVERVIEW As an Account Director, you’ll lead a portfolio of integrated campaigns from strategy through execution, acting as the central driver of both client relationships and internal team performance. You’ll serve as the general manager of your business—owning delivery, growth, and team alignment across every touchpoint. You’ll oversee cross-functional teams, guiding the development of programs that are insight-led, creatively sharp, and built to perform. From setting the vision to briefing creative, managing timelines, and owning the budget, you’ll keep the work on track and the client confident in every step. This role is for a strategic thinker and hands-on leader. You know how to turn complexity into clarity and move ideas into action. You’re a strong communicator, a collaborative partner, and a steady force in a fast-moving environment. CORE RESPONSIBILITIES Client Relations • Develop and deepen trusted client relationships, acting as a strategic advisor aligned to business goals and brand objectives. • Lead the development and execution of integrated marketing (IMC) programs, ensuring excellence from concept to delivery. • Maintain a strong understanding of the client’s business, industry landscape, and growth drivers. • Identify and pursue opportunities for organic account growth by proposing incremental programs and value-added services. • Provide strategic brand and business guidance t

Opportunity Overview: We are looking for a Senior Clinical Configuration Analyst to play a key role in the technical configuration of platform requirements for Cohere’s Platform-as-a-Service (PaaS) clients. Reporting into our Senior Manager, PaaS Value Delivery, you will be part of a small, fast-paced team working directly with client-facing team members to understand and deliver key clinical configurations that are integral to helping new and existing clients meet their prior authorization automation goals. Ultimately, the work you do will have a direct impact on the growth of the company and our ability to assist more patients at a time in their healthcare journey when they need help most. What you’ll do: Ensure thorough understanding of client’s technical requirements to facilitate seamless configuration of platform requirements during new client implementations Test configurability of new product functionality, or enhanced existing functionality, built to accommodate custom client requirements Define test scenarios and success criteria for all new and existing client platform configurations Execute on configuration of platform requirements in accordance with project timelines and client expectations Triage and resolve technical issues, during end-to-end testing or post-implementation, in a timely manner to ensure client satisfaction Serve as a technical SME for client-facing analysts during each stage of the customer lifecycle: providing education and answers to questions around configurability of client platform requirements; occasionally interfacing directly with clients to address issues Collaborate with Product, Development, Design, and Engineering to scope, develop, and implement internal configuration management tools that will help scale configuration work Required Qualifications: Must-haves 3-6 years of professional experience in a Configuration Management role; Bachelor’s degree in Computer Science, Systems Engineering, or related field Problem-Solving

Overview: The Client Service team connects Guidepoint’s clients with subject-matter experts to better inform their business decisions. They take the time to understand each client’s specific research needs and deliver the experts closest to the topic, often within hours. Play a vital role in Guidepoint’s success. As an Associate on the Client Service team, you will understand your client’s unique business questions and identify the experts who can best provide the answers. You will find and recruit new experts into our network of over 1,250,000 Guidepoint Advisors, determining which ones are best suited to speak with the client. For many of our employees, the Associate role provides a unique opportunity to put core business skills into practice, as well as gain exposure to a wide range of industries and disciplines. This is a hybrid position out of our London office . All applicants must have the right to work in the UK. Interview Process: Meet your Guidepoint Recruiter! Initial Candidate Screen Meet the Guidepoint Teams! Hiring Manager Interview Mock Assessment (Role dependent) Complete a simulated client request and gain more insight into the role Mock Interview Discuss your assessment with the Guidepoint teams Interview Process Outcome Who We Are: Team-oriented and collaborative Hard-working professionals who strive for excellence Built-in mentorship to help you drive and improve your project management and customer service skills, to deliver excellent results for clients Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory. What You Will Own: Operate in a sales role, identifying the best experts to join our network to provide consultation for client projects Work with Project Managers to develop strategies for satisfying each client pr

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 Lead renewal conversations, pricing discussions, and commercial engagements in partnership with internal teams Identify and drive upsell and cross-sell opportunities by expanding client usage of the Insights platform 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 6+ years of experience in account management, relationship management, or consultative sales Proven track record managing renewals and negotiating contracts Demonstrated success driving upsell and cross-

Overview: The Client Service team connects Guidepoint’s clients with subject-matter experts to better inform their business decisions. They take the time to understand each client’s specific research needs and deliver the experts closest to the topic, often within hours. Play a vital role in Guidepoint’s success. As an Associate on the Client Service team, you will understand your client’s unique business questions and identify the experts who can best provide the answers. You will find and recruit new experts into our network of over 1,625,000 Guidepoint Advisors, determining which ones are best suited to speak with the client. For many of our employees, the Associate role provides a unique opportunity to put core business skills into practice, as well as gain exposure to a wide range of industries and disciplines. This is a hybrid position out of our Dubai office . AL APPLICANTS MUST HAVE THE RIGHT TO WORK IN THE UAE Interview Process: Meet your Guidepoint Recruiter! Initial Candidate Screen Mock Assessment (Role dependent) Complete a simulated client request and gain more insight into the role Meet the Guidepoint Teams! Discuss your assessment with the Guidepoint teams Meet the Department Head! Hiring Manager Interview Interview Process Outcome Who We Are: Team-oriented and collaborative Hard-working professionals who strive for excellence Built-in mentorship to help you drive and improve your project management and customer service skills, to deliver excellent results for clients Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory. What You Will Own: Work with Project Managers to develop strategies for satisfying each client project request Utilize LinkedIn, press releases, case studies, and the internet to identify the best experts for our client

Overview : Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all of 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. Play a vital role in Guidepoint’s success. The Business Development team is looking for an entry-level Business Development Associate to further develop our business with major corporate institutions, F500 Corporations, Startups, etc. within the region . The Associate will be responsible for assisting in building a pipeline of prospects across a variety of industries. This is a hybrid position out of our London office . All applicants must have the right to work in the UK. What You’ll Do: Identify prospect clients and communicate Guidepoint's value proposition via email and telephone Build relationships and schedule meetings with clients and senior sales managers Map companies in order to identify target groups and job functions Utilize Guidepoint's brand to create and develop a robust pipeline of qualified prospects to help drive Guidepoint's commercial success Research target industries, sub-sectors and companies in order to understand their information/research needs and pain-points Work alongside senior sales professionals to provide 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: Bachelor’s degree with strong academic record and extracurricular achievement 1+ years of experience in a client-facing role, eg. sales, account management, client management, etc. Outgoing personality with the ability and willingness to make co

Overview: The Strategic Research team is the backbone of Guidepoint’s success. The team is responsible for efficiently delivering Guidepoint’s services to our clients around the world. We work to understand each client’s unique business questions and help them gain critical insights to stay informed and make better business decisions. As an Associate on the Strategic Research team you will focus on making the right connections between our global clients and local Advisors across numerous industries. Your role will focus on researching industries relevant to client project requests and recruiting elite subject matter experts into our network to ensure the right connection is made. After you master these core skills of recruiting and connecting Advisors with clients, you will gain additional exposure to more complex project and client relationship management as you grow your career here and move into Research Manager and Project Manager roles. To support our overseas clients, some roles may participate in rotational work coverage during public holidays. Team members who work on these days will receive time off in lieu, to be taken on another working day by arrangement with the team. What you will own: Work in cross-cultural teams with our Project Managers from offices globally in order to deliver the best possible service for our global clients Review and analyze client research requests and use a range of resources to domestically identify the most relevant subject matter experts across geographies, industries, and topics for each project Utilize the phone, LinkedIn, and outreach to recruit new Advisors in Japan to join the Guidepoint network by effectively communicating why their expertise is a good match for the specific project you’re working on Screen experts for their suitability for specific client projects and create professional profiles for client consideration Operate with a teamwork mentality that leads to building and maintaining strong relationships with

Overview: Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all of 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. Guidepoint is seeking qualified candidates for a role as Business Development Associate on the US Consulting Group. This person will report directly to the Executive Vice President, US Consulting as they secure new relationships with our target client base (top global management consultancies, market research, advertising, and audit and advisory firms). This is a hybrid position out of our New York City office. What You’ll Do: Develop a working knowledge of industry coverage and the competitive landscape. Partner with management to identify top-tier new business opportunities based on strategic business development criteria and targets. Conduct outbound prospecting to generate leads and lead introductory/exploratory calls with prospects Meet designated sales targets using a strategic and thoughtful process designed to partner with clients and add value to their process Onboard new users effectively Work closely with the client service team to collect feedback on open and closed projects What You Have: Bachelor's degree from an accredited college/university Broad base knowledge of the sales process from lead generation to relationship management Excellent communicator capable of handling high-profile clients Demonstrated ability to work in a team atmosphere A desire to work in a fast-paced entrepreneurial environment Initiative and ability to handle increasing responsibility over time Excellent written and verbal communication skills AI fluency and experience using AI-enabled tools to support research,