Data Client Onboarding Specialist in United States

The Clnt Onbrd Intmd Assoc Analyst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. Responsibilities: Responsible for a wide range of duties from account opening to account maintenance, to internal partner support with extensive client interface. Responsible for ensuring a smooth process in handling all of the aspects of on-boarding a client. Liaise with clients and internal teams in to ensure that time to market is minimized and that transparency can be provided around processes. Responsible for identifying opportunities to centralize and optimize processes to improve client satisfaction and the overall group performance. Support and monitor the timely and accurate execution of client and internal requests to the group. Provides additional support through the population of account opening, market opening and tax documentation, ensuring all documents are collected, verified and stored, and provide status back to the client. Perform client documentation searches across internal and external sites and compile client profiles. Interacts with client regarding the latest status and current on-boarding actions. Partner with internal teams to ensure regulatory reviews on all clients

The Client Onboard Assoc Analyst is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Responsibilities: Responsible for a wide range of duties from account opening to account maintenance, to internal partner support with extensive client interface. Responsible for ensuring a smooth process in handling all of the aspects of onboarding a client. Liaise with clients and internal teams in to ensure that time to market is minimized and that transparency can be provided around processes. Identify opportunities to centralize and optimize processes to improve client satisfaction and the overall group performance. Support and monitor the timely and accurate execution of client and internal requests to the group. Provide additional support through the population of account opening, market opening and tax documentation, ensuring all documents are collected, verified and stored, and provide status back to the client. Perform client documentation searches across internal and external sites and compile client profiles. Interact with client regarding the latest status and current on-boarding actions. Partner with internal teams to ensure regulatory reviews on all clients are performed. Ensure all client review materials are in place and comp

Client Success is the front line of VTS’s retention engine. As a Senior CSM, you aren't just managing accounts—you are partnering with executive leaders at the most influential commercial real estate firms on the planet to transform how their businesses operate. With the support of powerful data-driven workflows and advanced VTS AI tools , you will own relationships with our largest, most complex clients. You’ll act as a strategic powerhouse, driving high-level product engagement, pioneering adoption strategies, and ensuring value realization across our entire ecosystem. Simply put, when our Senior CSMs success, the world’s leading CRE giants scale and thrive with us. ** Please note that this opportunity is located in New York, NY, and requires this hire to work from our office four days a week. ** What you can expect as a Senior Client Success Manager: This isn’t your typical CSM role. At VTS, you’ll join a high-impact, AI-augmented CS team that’s rethinking how modern enterprise client success is executed. You will: Build Elite Partnerships: Establish deep, "trusted advisor" relationships with executive sponsors, asset managers, and senior decision-makers across the country, aligning VTS with their ultimate macroeconomic business goals. Drive Strategic Value Realization: Move far beyond simple onboarding; you will serve as a core change leader, proactively identifying workflow gaps and challenging enterprise clients when necessary to maximize their ROI. Command Retention: Partner hand-in-hand with Sales and senior leadership to lease Executive Business Reviews (EBRs), dictate retention strategies, and identify expansion and upsell opportunities. Collaborate Within a Coordinated Ecosystem: Seamlessly orchestrate cross-functional initiatives alongside Sales, Implementation, Marketing, and Product teams to ensure an elite, unified client experience. Be the Voice of the Customer: Serve as the ultimate internal advocate, channeling critical product feedback

About the Team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Ads Solutions team partners closely with advertisers to deeply understand their businesses and needs, helping inform the development of products and solutions that drive meaningful revenue growth and long-term success on the platform—while maintaining strong standards for user trust and platform integrity. About the Role We’re looking for an Ads Solutions Engineer to partner with advertisers and agencies throughout the pre-sales and growth lifecycle, helping them successfully evaluate, launch, and scale on OpenAI’s advertising platform. You will serve as the technical expert in the sales process, translating advertiser objectives into scalable technical solutions across measurement, integrations, data activation, and campaign execution. This role sits at the intersection of sales, product, and engineering. You’ll work closely with Client Partners, Customer Success Managers, Product, Engineering, Policy, and Operations teams to remove technical blockers, accelerate revenue growth, and shape the future of OpenAI’s ads platform. This role is based in our San Francisco HQ and we offer generous relocation support for new hires. In this role, you will: Partner with Client Partners during the sales cycle to provide technical expertise that unlocks new business and accelerates deal closure. Lead technical discovery with advertisers and agencies to understand data flows, martech stack, measurement requirements, and activation goals. Design and recommend implementation approaches for pixels, APIs, server-to-server integrations, identity solutions, offline conversions, and measurement frameworks. Guide advertisers through onboarding and launch readiness, ensuring successful setup of tracking, attribution, audience signals, and reporting. Troubleshoot technical issues related to implementation, signal quality, delivery, and measurement

About the Team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Ads Solutions team partners closely with advertisers to deeply understand their businesses and needs, helping inform the development of products and solutions that drive meaningful revenue growth and long-term success on the platform—while maintaining strong standards for user trust and platform integrity. About the Role We’re looking for an Ads Solutions Engineer to partner with advertisers and agencies throughout the pre-sales and growth lifecycle, helping them successfully evaluate, launch, and scale on OpenAI’s advertising platform. You will serve as the technical expert in the sales process, translating advertiser objectives into scalable technical solutions across measurement, integrations, data activation, and campaign execution. This role sits at the intersection of sales, product, and engineering. You’ll work closely with Client Partners, Customer Success Managers, Product, Engineering, Policy, and Operations teams to remove technical blockers, accelerate revenue growth, and shape the future of OpenAI’s ads platform. This role is based in our San Francisco HQ and we offer generous relocation support for new hires. In this role, you will: Partner with Client Partners during the sales cycle to provide technical expertise that unlocks new business and accelerates deal closure. Lead technical discovery with advertisers and agencies to understand data flows, martech stack, measurement requirements, and activation goals. Design and recommend implementation approaches for pixels, APIs, server-to-server integrations, identity solutions, offline conversions, and measurement frameworks. Guide advertisers through onboarding and launch readiness, ensuring successful setup of tracking, attribution, audience signals, and reporting. Troubleshoot technical issues related to implementation, signal quality, delivery, and measurement

About Stitch Fix, Inc. Stitch Fix (NASDAQ: SFIX) Stitch Fix is redefining retail by combining human creativity with advanced data science and Generative AI. As we build the future of personalized shopping, we’re equally committed to building yours. We believe in investing in our team as much as our technology. Join us to be a trendsetter in the industry and help us redefine what’s possible for our clients, while we help you reach your full potential. About the Role As a Lead Engineer on the Product Catalog Manager Team, you will help set the technical direction for the systems that power Stitch Fix’s product data ecosystem. You will work on the tools, workflows, and data models that support the full product lifecycle, from new style creation and catalog enrichment to product readiness, validation, and downstream product experiences. You will own complex problem spaces from discovery through delivery, translate business and merchandising needs into scalable technical solutions, and lead execution across ambiguous, cross-functional initiatives. This role requires strong technical judgment, deep ownership, clear communication, and the ability to influence partners across Engineering, Product, Merchandising, Data Science, and Operations. Your work will directly impact product data quality, catalog accuracy, merchandising efficiency, product readiness, and the client experience. Responsibilities: Own and evolve critical catalog systems, including product onboarding, attribute management, data enrichment, validation workflows, and product readiness tooling. Design and operate scalable services and data models that ensure product information is accurate, complete, consistent, and available to downstream systems. Drive discovery with Product, Merchandising, Data Science, and Operations partners to identify high-impact problems, evaluate tradeoffs, and define clear technical roadmaps. Independently lead initiatives from concept through production rollout, including tec

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. JLL - Contract Administrator (P3) Location: Anywhere in the US Work Schedule: Remote, M-F 8 AM - 5 PM Reports to: Senior Director, Division Operations Estimated compensation for this position is: $76,100 - $90,000 annually What this job involves: JLL's Technology Division is seeking an experienced Contract Administrator to manage fiber contracts for one of our largest clients. This role is crucial for maintaining the client’s interest in contractual engagements and ensuring that all agreements align with legal standards, optimizing the contractual management system, ensuring data accuracy, and facilitating smooth vendor relationships. The ideal candidate will be adept at managing complex information, responding to inquiries, and tracking critical deadlines. This role offers an opportunity to contribute to JLL's commitment to excellence in lease administration and client service. Join our team and help drive efficiency in our lease management processes! What your day-to-day will look like: Abstract and input critical data into the contract management system Manage the onboarding process for landlords and vendors, including documentation and ticketing system entry Collaborate with various departments to facilitate the execution of contracts and address any is

As we continue to revolutionize the commercial real estate industry, we're hiring an Associate Implementation Manager to join our team. This is an entry-level role built for someone ready to take things on and grow fast. You'll be embedded in a fast-moving implementation org, supporting clients and internal teams through onboarding, approval, and early adoption. You'll work cross-functionally to ensure a seamless experience from pre-sale through ongoing support, and you'll do it with an AI-first mindset , leaning on modern tools to work smarter, not harder. ** Please note that this opportunity is located in New York, NY, and requires this hire to work from our office four days a week. ** What you'll do : Drive Efficiency with AI - Approach every task with an AI-first mindset. Look for opportunities to leverage AI & Automation Tools to automate data collection, streamline workflows, and reduce manual lift. Project Execution Partnership - Partner on projects to plan, schedule, and manage project timelines from kickoff through portfolio go-live. Facilitate recurring project management meetings, build bespoke implementation plans tailored to client goals, and ensure each project lands on time, within scope, and against the right outcomes. Handle Varied Scope - Move between data onboarding, client-specific implementation plans, and internal projects without losing momentum. You'll juggle multiple priorities and know when to ask for help versus push through. Cross-Functional Collaboration - Work closely with Sales, Solutions, Customer Success, and Support to ensure a consistent client experience from pre-sale through ongoing support. Develop Toward Client Mastery - Actively participate in internal team strategy and project management meetings to hone “VTS Best Practices” toward managing client expectations and milestones, with a clear path to owning your own accounts. What makes you a great fit? AI Forward - You've used LLM & or automation tools like n8n, Cu

Replit is the agentic software creation platform that enables anyone to build applications using natural language. With millions of users worldwide, Replit is democratizing software development by removing traditional barriers to application creation. About the Role Replit is experiencing extraordinary growth across our customer base and seeking a Mid-Market Account Manager with strong communication skills to drive retention, expansion, and customer success. Candidates with Sales or Account Management experience in SaaS, particularly with some technical background (i.e. having some coding knowledge or prior experience at other developer tool companies) are ideal. We believe this role offers a distinctive opportunity for people who excel in client-facing situations and have a passion for customer success and AI. You'll leverage your skills to help customers maximize value from Replit's platform while driving sustainable revenue growth. In this role you will: Execute renewal processes with a focus on expansion and long-term partnership development Serve as the primary relationship owner for your assigned customer portfolio, ensuring high satisfaction and retention Champion customer success by helping businesses realize the transformative potential of AI-powered software creation Lead onboarding programs that accelerate customer time-to-value and platform adoption Guide customers through Replit's rapidly evolving feature set, including Agent 3's autonomous capabilities, Plan Mode, and automation tools Maintain accurate customer health scores and renewal forecasting data in Replit's CRM (Hubspot) Gather and communicate valuable customer feedback, championing their interests within Replit Optimize customers' use of the Replit platform through ongoing training, support, and strategic guidance Required skills and experience: 3-5+ years in a quota-carrying Sales or Account Management role managing a mid-market book in SaaS or developer tools Proven ability to expand product

About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role Ramp's Accounting Channel is seeing exponential growth, and as an early member of the team, you'll have the opportunity to help scale the go-to-market engine and strategy that fuels a key growth driver for the company. At Ramp, we are looking for candidates with a proven track record of acquiring and building net new relationships with accounting and advisory partners, enabling and onboarding their team members, and achieving consistent quota attainment and overachievement through closing client referrals. What You'll Do Source, qualify and conduct deep discovery with net new Accounting partners Sign partners and create comprehensive GTM plans Drive revenue for Ramp through generating client referrals from accounting firms Identify and build relationships with multiple stakeholders within an accounting firm Educate accounting firms on Ramp's offering and articulate the value props Hold monthly and quarterly business reviews with key accounting partners Work cross-functionally across marketing, growth, direct sales, and product & e

Replit is the agentic software creation platform that enables anyone to build applications using natural language. With millions of users worldwide, Replit is democratizing software development by removing traditional barriers to application creation. About the Role Replit is experiencing extraordinary growth across our customer base and seeking a Mid-Market Account Manager with strong communication skills to drive retention, expansion, and customer success. Candidates with Customer Success or Account Management experience in SaaS, particularly with some technical background (i.e. having some coding knowledge or prior experience at other developer tool companies) are ideal. We believe this role offers a distinctive opportunity for people who excel in client-facing situations and have a passion for customer success and AI. You'll leverage your skills to help customers maximize value from Replit's platform while driving sustainable revenue growth. In this role you will: Serve as the primary relationship owner for your assigned customer portfolio, ensuring high satisfaction and retention Champion customer success by helping businesses realize the transformative potential of AI-powered software creation Lead onboarding programs that accelerate customer time-to-value and platform adoption Guide customers through Replit's rapidly evolving feature set, including Agent 3's autonomous capabilities, Plan Mode, and automation tools Execute renewal processes with a focus on expansion and long-term partnership development Maintain accurate customer health scores and renewal forecasting data in Replit's CRM (Hubspot) Gather and communicate valuable customer feedback, championing their interests within Replit Optimize customers' use of the Replit platform through ongoing training, support, and strategic guidance Required skills and experience: 3-5+ years of experience in Customer Success, Commercial Account Management, or technical sales role, preferably in SaaS or developer tools

Replit is the agentic software creation platform that enables anyone to build applications using natural language. With millions of users worldwide, Replit is democratizing software development by removing traditional barriers to application creation. About the Role Replit is experiencing extraordinary growth across our customer base and seeking an Enterprise Account Manager with strong communication skills to drive retention, expansion, and customer success. Candidates with Customer Success or Enterprise Account Management experience in SaaS, particularly with some technical background (i.e. having some coding knowledge or prior experience at other developer tool companies) are ideal. We believe this role offers a distinctive opportunity for people who excel in client-facing situations and have a passion for customer success and AI. You'll leverage your skills to help customers maximize value from Replit's platform while driving sustainable revenue growth. In this role you will: Serve as the primary relationship owner for your assigned customer portfolio, ensuring high satisfaction and retention Champion customer success by helping businesses realize the transformative potential of AI-powered software creation Lead onboarding programs that accelerate customer time-to-value and platform adoption Guide customers through Replit's rapidly evolving feature set, including Agent 3's autonomous capabilities, Plan Mode, and automation tools Execute renewal processes with a focus on expansion and long-term partnership development Maintain accurate customer health scores and renewal forecasting data in Replit's CRM (Hubspot) Gather and communicate valuable customer feedback, championing their interests within Replit Optimize customers' use of the Replit platform through ongoing training, support, and strategic guidance Required skills and experience: 3-5+ years of experience in Customer Success, Enterprise Account Management, or technical sales role, preferably in SaaS or dev

Replit is the agentic software creation platform that enables anyone to build applications using natural language. With millions of users worldwide, Replit is democratizing software development by removing traditional barriers to application creation. About the Role Replit is experiencing extraordinary growth across our customer base and seeking a Mid-Market Account Manager with strong communication skills to drive retention, expansion, and customer success. Candidates with Customer Success or Account Management experience in SaaS, particularly with some technical background (i.e. having some coding knowledge or prior experience at other developer tool companies) are ideal. We believe this role offers a distinctive opportunity for people who excel in client-facing situations and have a passion for customer success and AI. You'll leverage your skills to help customers maximize value from Replit's platform while driving sustainable revenue growth. In this role you will: Serve as the primary relationship owner for your assigned customer portfolio, ensuring high satisfaction and retention Champion customer success by helping businesses realize the transformative potential of AI-powered software creation Lead onboarding programs that accelerate customer time-to-value and platform adoption Guide customers through Replit's rapidly evolving feature set, including Agent 3's autonomous capabilities, Plan Mode, and automation tools Execute renewal processes with a focus on expansion and long-term partnership development Maintain accurate customer health scores and renewal forecasting data in Replit's CRM (Hubspot) Gather and communicate valuable customer feedback, championing their interests within Replit Optimize customers' use of the Replit platform through ongoing training, support, and strategic guidance Required skills and experience: 3-5+ years of experience in Customer Success, Commercial Account Management, or technical sales role, preferably in SaaS or developer tools

Replit is the agentic software creation platform that enables anyone to build applications using natural language. With millions of users worldwide, Replit is democratizing software development by removing traditional barriers to application creation. About the Role Replit is experiencing extraordinary growth across our customer base and seeking an Enterprise Account Manager with strong communication skills to drive retention, expansion, and customer success. Candidates with Customer Success or Enterprise Account Management experience in SaaS, particularly with some technical background (i.e. having some coding knowledge or prior experience at other developer tool companies) are ideal. We believe this role offers a distinctive opportunity for people who excel in client-facing situations and have a passion for customer success and AI. You'll leverage your skills to help customers maximize value from Replit's platform while driving sustainable revenue growth. In this role you will: Serve as the primary relationship owner for your assigned customer portfolio, ensuring high satisfaction and retention Champion customer success by helping businesses realize the transformative potential of AI-powered software creation Lead onboarding programs that accelerate customer time-to-value and platform adoption Guide customers through Replit's rapidly evolving feature set, including Agent 3's autonomous capabilities, Plan Mode, and automation tools Execute renewal processes with a focus on expansion and long-term partnership development Maintain accurate customer health scores and renewal forecasting data in Replit's CRM (Hubspot) Gather and communicate valuable customer feedback, championing their interests within Replit Optimize customers' use of the Replit platform through ongoing training, support, and strategic guidance Required skills and experience: 3-5+ years of experience in Customer Success, Enterprise Account Management, or technical sales role, preferably in SaaS or dev

At Vanta, our mission is to help businesses earn and prove trust. We believe that security should be monitored and verified continuously, and we empower companies to practice better security and prove it with ease. Vanta has a kind and talented team, and while some have prior security experience, many have been successful at Vanta without it. As a SLED Customer Success Manager (CSM), Public Sector at Vanta you will help manage our most complex, high-valued State Government, Local Government, and Education (SLED) accounts. You will act as a trusted advisor, driving value realization, retention, and growth through strategic planning, executive alignment, and cross-functional collaboration. Vanta has a kind and talented team, and while some have prior security experience, many have been successful at Vanta without it. Vanta for Government is Vanta’s AI-powered platform that helps government agencies and vendors protect mission data, manage risk, streamline compliance, and build trust – faster and with less manual work. Vanta’s public sector efforts are growing quickly and this is an exciting opportunity to join a new team dedicated explicitly to public sector sales and customer success. We are looking for a passionate, results-oriented, and collaborative CSM who has a proven track-record of managing high-value public sector accounts, leading to customer satisfaction, renewals, and expansion. What you’ll do as SLED Customer Success Manager, Public Sector: Manage high-touch, SLED accounts serving as the primary client advocate and success owner. Drive cross-functional coordination across multiple teams – including Product, Engineering, Security, and Legal – to ensure the successful onboarding, delivery, and implementation of Vanta at key accounts. Serve as a trusted advisor to customers, aligning Vanta’s roadmap and security outcomes with mission needs, industry trends, and executive-level priorities. Partner with Public Sector Account Managers to co-build and execute mu