Customer Relationship Advocate Jobs

At ClickUp, we're building the future of work: the first truly converged AI workspace unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI. We are an AI-native company. Every team member is expected to leverage AI daily, and we evaluate AI fluency as part of our hiring process. Join us and help redefine what's possible. 🚀 We're hiring a Senior Technical Account Manager (TAM) who has already done this job at a SaaS company: someone who has led implementations, owned enterprise accounts and knows what it takes to drive adoption in complex organizations. You'll be a strategic partner and trusted advisor to our customers, combining strong relationship management with deep knowledge of ClickUp's platform. This role sits where customer success, solution strategy and technical enablement meet, and it drives long-term growth, adoption and measurable business outcomes. TAMs own the full post-sales customer lifecycle. That starts with implementation and onboarding and continues through ongoing managed services, strategic expansion and renewal outcomes across your book of business. This role requires an AI-native professional who doesn't just use AI tools but designs, builds and scales AI-powered workflows and agents, and brings that hands-on expertise to customers. TAMs lead with a customer-first mindset. You'll build success plans, guide onboarding and adoption and make sure stakeholders keep seeing value throughout their lifecycle. You'll support technical initiatives like process optimization, workflow design and AI enablement, and you'll also own the overall health, engagement and strategic direction of your accounts. You'll work cross-functionally with Sales, Product and Support so each customer's success story is long-term, scalable and impactful. Technical Account Managers (TAMs) deliver measurable value and meaningful business outcomes across their customer portfolio by focusing on: Customer Enablement & Onboarding: G

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. Are you an elite relationship builder and technical strategist who can serve as a trusted advisor to C-level executives? Empower leading organizations to transform their operations through enterprise orchestration. Appian Customer Success is obsessed with delivering exceptional customer outcomes and high-value business impact. Our Customer Success Management team acts as the primary catalyst for client growth, working in tight alignment with internal and external partners. We build deep, long-term relationships with leading global enterprises to ensure they maximize the value of our AI-Powered Process Automation platform. As a Customer Success Manager, you will serve as a premier strategic advisor to elite organizations. This role is vital right now because companies are rapidly scaling complex automated ecosystems. You will use your business acumen and technical aptitude to help clients unlock the full power of our advanced capabilities - including unified Data Fabric , robotic automation, and generative AI. By proactively mitigating delivery, adoption, and technical risks, you will enable clients to achieve flawless Enterprise-Grade Orchestration . This role is based at our HQ in McLean, VA. Appian was built on a culture of in-person collaboration, which we believe is a key driver of our mission to be the best. Employees hired for this position are expected to be in the office 4 - 5 days per week to foster that culture, ensure we thrive through shared ideas and teamwork, and maximize opportunities to connect with the exceptional people across Appian. Wh

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . Job Description: As a Coinbase Concierge on the Customer Experience team, you'll serve as the primary relationship owner and subject matter expert for our highest-value customers, delivering world-class service that makes using Coinbase seamless and intuitive. This team is the frontline for building trust with the customers who matter most to our business. You'll own the full customer lifecycle, from onboarding and account setup through ongoing education and proactive issue resolution, directly shaping how our most valued customers experience every Coinbase product. What you'll do: Own and deepen relationships with a portfolio of high-value Consumer customers, serving as their primary point of contact and trusted advisor across all Coinbase products and services. Lead end-to-end onboarding for new customers, helping them understand how to set up, secure, fund, and begin using their accounts based on their individual goals. Monitor customer accounts proactively to identify potential issues before they escalate, resolving them directly or guiding the customer to a resolution. Drive adoption of Coinbase features and products, including staking, Coinbase One, and newly released capabilities tailored to each customer's needs. Partner across internal teams of subject matter specialists to resolve complex issues and serve as the escalation point for cases requiring deeper i

What we’re doing isn’t easy, but nothing worth doing ever is. We envision a future powered by robots that work seamlessly with human teams. We build artificial intelligence that enables service robots to collaborate with people and adapt to dynamic human environments. Join our mission-driven, venture-backed team as we build out current and future generations of humanoid robots. Field-based · ~75% travel · Preference for candidates near a major airport About the Role The Client Success Manager owns the health, performance, and growth of a hospital or territory of hospital partners running Moxi robot fleets. You are both the executive relationship owner and the operator behind the numbers: you run leadership check-ins and quarterly business reviews, translate utilization data into a clear story about value delivered, and drive the projects that resolve issues and lift site performance. Priorities shift, sites behave differently, and the playbook is still being written. The CSMs who thrive here make good decisions with incomplete information and move fast without losing rigor. What You'll Be Doing Own executive relationships and the value narrative Serve as the trusted executive contact for each hospital — C-suite sponsors, nursing leadership, and operational stakeholders. Lead recurring leadership check-ins and quarterly business reviews: set the agenda, build the deck, present performance against goals, and close with documented decisions, owners, and next steps. Communicate Moxi's value in each stakeholder's terms — clinical hours returned, delivery volume, staff satisfaction, cost avoidance — continuously, not just at renewal. Use data to drive better outcomes Monitor utilization, adoption, and reliability data across your territory; know each site's baseline, trends, and outliers. Diagnose why a site underperforms, run the intervention, and measure whether it worked. Set and track site-level performance targets with partners, and report on progress h

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. QA Automation Engineer II What is the Opportunity? The QA Engineer II (Intermediate Level) is responsible for ensuring the quality and reliability of enterprise banking applications through a combination of manual and automated testing. The role involves validating backend processes, APIs, system integrations, and file-based data exchanges while ensuring end-to-end functionality, data integrity, and application performance. The engineer will collaborate closely with Developers, Business Analysts, Product Owners, and Data Engineers to deliver high-quality software solutions. What You Will Do Develop and maintain automation frameworks for web, API, backend, and integration testing. Execute functional, regression, integration, and end-to-end testing for enterprise banking applications. Perform API, database, backend, and event-driven system validation. Job Description | Confidential 2 Integrate automated test suites into CI/CD pipelines for continuous testing. Identify, troubleshoot, and track defects, working closely with Engineering and

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. Product & Pricing Consultant III What is the Opportunity? As an integral member of the Customer Experience and Onboarding, the Product & Pricing Consultant II, will work with customers to successfully implement our product. You will obtain product expertise and gain the ability to explain, configure and demonstrate functionality to our customers and partners. You will collaborate with internal and external stakeholders to achieve successful outcomes for our customers. Who We Are Looking For Elicit, clarify, and document business requirements Strong ability to articulate key functional capabilities of SaaS solution suite Lead in fit-gap analysis exercise to assess business requirements and align them with out of the box capabilities and work closely with cross-functional teams to determine action plan to address gaps Job Description Establish user stories and backlog items, and prepare test specifications utilizing agile methodology Prepare key implementation deliverables business requirements documentation, functional specifica

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. Senior Project Manager - Job Description What is the Opportunity? This is not a conventional project management role. We are looking for a transformation leader who can take ownership of complex, customer-facing banking technology programs and bring together business, product, engineering, architecture and executive stakeholders to deliver measurable outcomes. You will lead major SaaS implementation and transformation engagements for global financial institutions — navigating complexity, challenging assumptions, managing competing priorities and creating confidence with senior client stakeholders. We want someone who can move comfortably between the boardroom and the delivery room. What You Will Do Own complex banking technology programs from mobilization through implementation and go-live. Job Description | Confidential 2 Act as a trusted delivery partner to senior client stakeholders. Translate strategic objectives into executable transformation roadmaps. Lead globally distributed Product, Engineering, Architecture, QA and Consulting teams.

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. What is the opportunity? As a Technical Consultant III , you will be responsible for designing, configuring, developing, and implementing Zafin SaaS solutions for financial institutions. You will translate banking, product, pricing, billing, workflow, integration, and data requirements into scalable technical solutions that support successful client implementations. You will work across implementation planning, solution design, configuration, development, integration, testing, deployment readiness, troubleshooting, production support, and continuous improvement. At the Technical Consultant III level, you will also provide hands-on technical direction, mentor junior team members, support client-facing decisions, and help ensure delivery of quality, maintainability, security, auditability, and operational readiness. What will you do? Deliver implementation of workstreams across product, pricing, billing, offers, eligibility, approvals, reporting, integrations, automation, and related platform capabilities. Translate client requirements into solution a

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. What is the Opportunity? The QA Engineer III will be responsible for leading and executing functional quality assurance activities for complex banking and financial applications. The role requires strong hands-on manual testing expertise, practical automation experience, thorough test documentation skills, and solid database validation capabilities. The engineer will own end-to-end test coverage across backend processes, integrations, APIs, file-based workflows, and data validations, while working closely with developers, business analysts, product teams, and other QA engineers to ensure release quality. What will you do? Own functional, regression, integration, system, and end-to-end testing for complex applications and backend workflows. Analyze business and technical requirements, identify test scenarios, assess test coverage, and highlight requirements or design gaps early in the delivery lifecycle. Create and maintain high-quality test documentation including test plans, detailed test scenarios, test ca

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. About this Role: As a Senior Analyst, Business Performance and PMO , you will support the management team by enabling effective project governance, performance visibility, and data-driven decision-making across projects, programs, portfolios, and functional operations. The role is responsible for coordinating governance activities, maintaining accurate reporting and dashboards, tracking key operational and financial metrics, and highlighting risks, issues, trends, and improvement opportunities. Major Responsibilities: Provide executive visibility into project, program, portfolio, and functional performance, including status, risks, issues, costs, KPIs, and key trends. Facilitate project governance forums, drive reporting cadence, and escalate risks, issues, decisions, and dependencies requiring management attention. Prepare and publish executive-ready dashboards, summaries, trend analyses, KPI updates, and variance commentary for SLT and management reviews. Support weekly and monthly governance activities, including project reporting complianc

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. What You'll Do We're not looking for someone to simply manage testing—we're looking for an engineering leader who can redefine how quality is built into mission-critical banking software . As a Senior QA Automation Engineer , you'll drive the quality engineering strategy for our enterprise SaaS platform, designing scalable automation frameworks and embedding quality throughout the software development lifecycle. You'll work closely with Product, Engineering, and Architecture teams to deliver resilient, high-performing solutions while championing modern quality engineering practices. In this role, you will: Define and drive the quality engineering and automation strategy. Design scalable automation frameworks across UI, APIs, backend services, and integrations. Integrate automated quality gates into CI/CD pipelines. Lead API, database, event-driven, and end-to-end testing. Improve performance, resilience, and scalability through continuous testing. Establish quality metrics and engineering best practices. Mentor engineers and promote a culture of eng

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. What is the Opportunity? Reporting to the Senior Product Architect, the technical lead will provide solutions to technical issues and will be responsible for meeting development schedules and ensuring the delivered solution meets the technical specifications and design requirements. As a Lead Technical Consultant, you combine deep technical expertise with strong client engagement skills. You understand the complexities of enterprise banking environments - from core systems and data integrations to modern SaaS architectures. You will bring hands-on engineering experience and customer empathy to every engagement. This role blends software engineering, delivery, and customer advocacy. What Will You Do? 1. Solution Implementation and Delivery Excellence • Able to design, build, and implement enterprise-grade software solutions aligned with customer and platform requirements. • Able to develop well-structured, testable, and efficient code across application and integration layers (Java, Spring Boot, REST APIs, Kafka, PostgreSQL). • Ensure solution

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. The Opportunity We are looking for experienced banking professionals who combine deep domain expertise with strong consulting capabilities. As a Lead Functional Consultant , you will partner with leading global banks to transform how they design and manage banking products, pricing, billing, rates, fees, and customer relationships. You'll work closely with senior client stakeholders, product teams, and engineering to translate complex business challenges into scalable platform solutions using the Zafin SaaS platform. If you're passionate about solving business problems, influencing strategic decisions, and delivering impactful banking transformations, we'd love to hear from you. Key Responsibilities Lead client discovery workshops and consulting engagements. Analyze business processes, identify opportunities, and recommend scalable solutions. Translate business requirements into functional designs using the Zafin SaaS platform. Configure banking products, pricing, rates, fees, and business rules. Collaborate with Product, Engineering, and Cus

Zafin is an AI platform company helping regulated institutions modernize how critical work is designed, governed, and delivered. Our technology enables organizations to move faster while maintaining the governance, accountability, and control required in highly regulated environments. Our portfolio includes Zafin AIOS , an agent orchestration platform for governed AI work; the Zafin Banking Platform , which helps banks modernize product, pricing, offers, billing, loyalty, and relationship management; and Zafin IO , an integration platform that connects data, systems, and workflows across complex enterprise environments. Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of financial services, we're building the platforms that help regulated organizations adopt AI responsibly and at scale. The Opportunity We are looking for experienced banking professionals who combine deep domain expertise with strong consulting capabilities. As a Lead Functional Consultant , you will partner with leading global banks to transform how they design and manage banking products, pricing, billing, rates, fees, and customer relationships. You'll work closely with senior client stakeholders, product teams, and engineering to translate complex business challenges into scalable platform solutions using the Zafin SaaS platform. If you're passionate about solving business problems, influencing strategic decisions, and delivering impactful banking transformations, we'd love to hear from you. Key Responsibilities Lead client discovery workshops and consulting engagements. Analyze business processes, identify opportunities, and recommend scalable solutions. Translate business requirements into functional designs using the Zafin SaaS platform. Configure banking products, pricing, rates, fees, and business rules. Collaborate with Product, Engineering, and Cus

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. Are you an elite relationship builder and technical strategist who can serve as a trusted advisor to C-level executives? Empower leading organizations to transform their operations through enterprise orchestration. Appian Customer Success is obsessed with delivering exceptional customer outcomes and high-value business impact. Our Customer Success Management team acts as the primary catalyst for client growth, working in tight alignment with internal and external partners. We build deep, long-term relationships with leading global enterprises to ensure they maximize the value of our AI-Powered Process Automation platform. As a Customer Success Manager, you will serve as a premier strategic advisor to elite organizations. This role is vital right now because companies are rapidly scaling complex automated ecosystems. You will use your business acumen and technical aptitude to help clients unlock the full power of our advanced capabilities - including unified Data Fabric , robotic automation, and generative AI. By proactively mitigating delivery, adoption, and technical risks, you will enable clients to achieve flawless Enterprise-Grade Orchestration . What You’ll Do Govern Account Strategy: Uncover and shape each customer’s business goals, translating them into prioritized, actionable roadmap plans and driving executive execution. Drive Platform Adoption: Lead customer adoption initiatives by empowering clients to become entirely self-sufficient in building, managing, and scaling Appian applications. Mitigate Portfolio Risk: Monitor overall account health,