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Executive Operations And Client Engagement Associate Jobs

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Explore current executive operations and client engagement associate jobs. Use filters to narrow by work mode, employment type, experience and date posted.

DC
Dome Construction Corporation
📍 San Francisco Bay Area• $95K – $112K/yr
2mo ago

Project Accountant Build More Than Spreadsheets. Help Drive the Financial Success of Landmark Construction Projects. At Dome Construction, we believe great projects are built by great teams. Behind every successful project is a strong financial foundation, and that's where you come in. We're looking for a Project Accountant who thrives in a fast-paced environment, enjoys collaborating with project teams, and takes pride in keeping project financials accurate, organized, and running smoothly. In this role, you'll partner closely with Project Managers, Project Executives, and Operations teams to support some of the most exciting commercial construction projects across California. If you're detail-oriented, proactive, and enjoy seeing the direct impact of your work on project success, we'd love to meet you. What You'll Do As a Project Accountant, you'll play a critical role in managing the financial health of our projects from startup through closeout. You'll: Prepare and manage project billings and client invoices Monitor project budgets, costs, cash flow, and financial reporting Track accounts receivable and support collections efforts Manage purchase orders, subcontract financial documentation, and compliance requirements Coordinate trade partner invoicing and lien release processes Support project setup and accounting system administration Partner with Project Managers to provide accurate financial data and forecasting Help ensure compliance with contract requirements and accounting standards Assist with project closeout activities, final billings, and reconciliations What Makes This Role Exciting Work directly with project teams on high-profile commercial construction projects Gain exposure to every phase of the project lifecycle Build relationships across Operations, Accounting, Leadership, and Trade Partners Develop expertise in project financial management within a growing contractor Be part of a collaborative team that values continuous learning and profession

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W
24 days ago

WPP is the trusted growth partner for the world’s leading brands. We unite cutting-edge media intelligence and data solutions, world-class creativity, next-generation production, transformative enterprise solutions and expert strategic counsel in a single company – powered by exceptional talent and our agentic marketing platform, WPP Open, to help our clients navigate change, capture opportunity and deliver transformational growth. We work with the world's most valuable brands and have global reach across 100+ markets, with deep local expertise. Our people are the key to our success. We're committed to fostering a culture of creativity, belonging and continuous learning, attracting and developing the brightest talent, and providing exciting career opportunities that help our people grow. For more information, visit WPP.com. Why we're hiring: The Senior Executive – People Operations will be the engine of our daily People operations, ensuring seamless execution of the employee lifecycle from onboarding to offboarding. This person will manage transactional People processes, maintain data integrity in our systems, act as the first point of contact for employee queries and support the employee lifecycle. This role is ideal for a detail-oriented, proactive, and customer-centric HR professional looking to grow their career in HR operations. What you'll be doing: Onboarding, BGV & Employee Lifecycle Management Coordinate and implement the day-one onboarding process for all new hires, ensuring a welcoming and professional experience. Collect, verify, and accurately archive physical and digital joining documents. Manage Employee ID creation and maintain digital / physical copy of employee files. Track the BGV process with the third-party vendor and follow up with candidates for missing documents. Highlight red flags to the respective Manager and to Asst Manager People Ops. Track probation timelines, coordinate ev

aifinancerecruitment
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V
3mo ago

VTS is seeking a Senior Manager, Solutions Consultant - Activate to assist and translate new business opportunity into a successful deployment plan across VTS Activate - the platform that extends VTS into building operations and the tenant experience, including access control, visitor management, work orders, and building services. This role sits at the intersection of sales, solution design, and implementation readiness. Once an opportunity is qualified, the Solutions Consultant becomes the solutions expert alongside the Account Executive - translating a customer’s needs into a tailored Activate solution and, once the deal is won, into a complete solution design and implementation plan that hands off cleanly to the Implementation team. You will work predominantly through our major channel partners to start, expanding to the direct channel and other commercial clients over time, and partner closely with our Senior Technical Solutions Consultant, whose deep access-control expertise verifies and completes the solution you design. Unlike a traditional pre-sales engineer focused only on the demonstration, or an implementation manager focused only on delivery, this position helps manage the full arc of solution implementation preparedness - from qualified opportunity, through solution design, to a clean handoff to implementation, with continued check-ins through launch. It carries deep product ownership of the Activate feature set, with particular emphasis on Access Control and Visitor Management. This is a highly visible, senior individual-contributor role based in our New York office. ** Please note that this opportunity requires this hire to work from our NYC office four days a week. ** Here’s what you can expect as a Senior Manager, Solutions Consultant Partner with the Account Executive as the Activate solutions expert from the moment an opportunity is qualified Develop expert-level command of the Activate feature set and tailor product messaging and demonstra

aisalesforceproject management
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D
6mo ago

We are Datadog's in-house product experts. The Technical Solutions team enables Datadog’s worldwide growth by educating potential clients and ensuring that existing customers are happy and successful. As a Technical Account Manager 2 (TAM 2), you’ll serve as a trusted advisor to our strategic customers, accelerating their adoption of the Datadog platform and enabling long-term success. TAM 2s bring deep technical expertise, refined customer skills, and consultative insight into how monitoring, observability, and DevOps practices translate to business value. At Datadog, we place value in our office culture—the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Act as a technical advisor to 3 primary enterprise accounts, ensuring successful product adoption and effective usage of the Datadog platform. Lead enablement and adoption sessions across core product areas tailored to your customer’s architecture and business needs. Analyze customers’ IT Operations environments and workflows to recommend configuration, product usage, and performance improvements. Deliver technical business reviews, health checks, and account maturity assessments, contributing to customer QBRs with impactful recommendations. Escalate product issues appropriately and advocate for your customers’ needs with Datadog’s Product and Engineering teams. Create executive-level summaries and insights that tie platform usage to business outcomes. Participate in internal TAM strategy sessions and contribute to team learning through feature presentations, case studies, or best-practice sharing Who You Are: You have 2+ years of experience in a technical customer-facing role (TAM, Solutions Architect, SRE, DevOps Engineer, or similar) within the cloud or observability space. You’re confident with at least two public cloud platforms (e.g. AWS, Azure, GCP)

pythonawsazure
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C
Citi
📍 New York New York United States• $109.1K – $163.7K/yr
Just now

Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Product Specialists act as trusted advisors to many of the world’s most successful and influential individuals and families. We provide global insights informed by deep local knowledge and help deliver the complete financial management strategies that today’s wealth requires. Our comprehensive services are tailored to individuals and families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth, law firms and attorneys. From investment strategy, to banking, to lending and cash management we are here to support our clients comprehensively. Our goal is to deliver a premier level of service while helping clients preserve, grow and manage their wealth. Lending is a key product offering within Citi Wealth. Lending provides competitive borrowing solutions that are strategically integrated into our client’s broader Wealth Management goals. Our team provides lending solutions across all four client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of their wider Citi relationship. US Credit Card solutions are provided to Wealth clients via US Consumer Cards. This role will oversee the relationship with US Consumer Cards in partnership with our Wealth Business and Operations teams. This role will sit within the Wealth Lending Business Strategy and Governance, which is part of the Citi Wealth Lending team. Key Responsibilities Support the ongoing development and enhancement of the Wealth US Credit Card offering in partnership with US Consumer Cards Act as a key point of contact for Bankers and Financial Advisors for US Cards-related inquiries and escalations Assist in managing d

artificial intelligenceaiExcel
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T
Teneo
📍 New York• $40 – $45/hr
11 days ago

About Teneo Teneo is the global CEO advisory firm. We partner with our clients globally to do great things for a better future. Drawing upon our global team and expansive network of senior advisors, we provide advisory services across our five business segments on a stand-alone or fully integrated basis to help our clients solve complex business challenges. Our clients include a significant number of the Fortune 100 and FTSE 100, as well as other corporations, financial institutions and organizations. Our full range of advisory services includes strategic communications, investor relations, financial trans ­ ac ­ tions and restructuring, management consulting, physical and cyber risk, organizational design, board and executive search, geopolitics and government affairs, corporate governance and ESG. The firm has more than 1,800 employees located in 50+ offices around the world. The Role The People Operations Coordinator will join the US People Team and support employees throughout the employee lifecycle. This person will help manage onboarding and offboarding, maintain accurate employee data in Workday, respond to day-to-day People questions, and coordinate learning programs. This role is well suited for someone who is organized, responsive, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment. This is a temporary assignment with the potential to convert to a full-time role. Any conversion will depend on performance and business needs. Responsibilities People Operations and Employee Lifecycle Coordinate onboarding and offboarding, including Workday tasks, employment agreements, background checks, I-9 verification, orientation, and required documentation. Serve as a point of contact for candidates, new joiners, employees, and managers, responding to routine People questions and requests and ensuring timely follow-through. Support

aiExcelhuman resources
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Who we are Samsara (NYSE: IOT) is the pioneer of the Connected Operations™ Cloud, which is a platform that enables organizations that depend on physical operations to harness Internet of Things (IoT) data to develop actionable insights and improve their operations. At Samsara, we are helping improve the safety, efficiency and sustainability of the physical operations that power our global economy. Representing more than 40% of global GDP, these industries are the infrastructure of our planet, including agriculture, construction, field services, transportation, and manufacturing — and we are excited to help digitally transform their operations at scale. Working at Samsara means you’ll help define the future of physical operations and be on a team that’s shaping an exciting array of product solutions, including Video-Based Safety, Vehicle Telematics, Apps and Driver Workflows, and Equipment Monitoring. As part of a recently public company, you’ll have the autonomy and support to make an impact as we build for the long term. About the role: Samsara is a fortress in a volatile market. We are a $1.9B ARR, NYSE-listed powerhouse that sells essential technology to the physical operations powering the global economy. This is a seat built for high performers and incredibly driven individuals who want to accelerate their careers — the bar for entry is high, but those who execute are well rewarded for it. While the rest of the tech scene is scaling back, our France team continued to perform above 100% last year. We are looking for territory owners who want to manage deal cycles from € 20k to € 200k , selling a complex suite of 15+ products to 8 different personas, including MDs and Finance Directors. If you want to be pushed to your limit and rewarded with the stability of a market leader, this is the place. Whilst the role can be worked remotely anywhere in France, there is a need to visit clients in the region as required (typically fortnightly basis). You should apply if:&n

REMOTEfinance
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S
Just now

Who we are Samsara (NYSE: IOT) is the pioneer of the Connected Operations™ Cloud, which is a platform that enables organizations that depend on physical operations to harness Internet of Things (IoT) data to develop actionable insights and improve their operations. At Samsara, we are helping improve the safety, efficiency and sustainability of the physical operations that power our global economy. Representing more than 40% of global GDP, these industries are the infrastructure of our planet, including agriculture, construction, field services, transportation, and manufacturing — and we are excited to help digitally transform their operations at scale. Working at Samsara means you’ll help define the future of physical operations and be on a team that’s shaping an exciting array of product solutions, including Video-Based Safety, Vehicle Telematics, Apps and Driver Workflows, and Equipment Monitoring. As part of a recently public company, you’ll have the autonomy and support to make an impact as we build for the long term. About the role: Samsara is a fortress in a volatile market. We are a $2.1B ARR, NYSE-listed powerhouse that sells essential technology to the physical operations powering the global economy. This is a seat built for high performers and incredibly driven individuals who want to accelerate their careers. While many in the tech scene are scaling back, our DACH team continued to perform above 100% last year. We are looking for territory owners who want to manage deal cycles from € 10k to € 300k , selling a complex suite of 15+ products to 8 different personas, including MDs and Finance Directors. If you want to be pushed to your limit and rewarded, this is the place. Whilst the role can be worked remotely anywhere in Germany or London, UK, there is a need to visit clients in the region as required (typically fortnightly basis). You should apply if: You want to impact the industries that run our world : Your efforts will result in real-world impac

REMOTEfinance
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A
Addepar
📍 United States• Remote• $69K – $107K/yr
19 days ago

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 Preferred location: hybrid in SLC; will consider remote candidates The Technical Success team at Addepar plays a critical role in helping clients maximize platform value well beyond initial implementation. We serve as an extension of our clients’ operational teams, embedding Addepar expertise directly into their day-to-day workflows to drive efficiency, scalability, and strategic insight. In partnership with Account Executives, Client Success Managers, Support Analysts, and Product Managers, Technical Success Engineers optimize clients’ overall experience and identify areas for R&D investment that reduce over-reliance on premium services. We focus on unlocking significant value for clients’ businesses and regularly call on deep analytical skills to advise clients on how to model and examine their financial instruments and assets. Technical Success Engineers combine a deep understanding of finance and technology with an unrelenting sense of urgency, meticulous attention to detail, and unrelenting appetite to work cross-functionally to solve broad issues or product gaps. They take full ownership of client outcomes, drive projects to completion with precision, and constantly push to learn more, build more, and deliver more. Applicants

REMOTEpythonaiproject management
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A
Addepar
📍 New York• Remote• $122K – $153K/yr
20 days ago

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 We are seeking a highly consultative and deeply knowledgeable Sales Engineer to become a vital resource within our sales organization. In this role, you will act as a domain expert, leading presentations for C-Suite executives and key operational stakeholders, leveraging your deep understanding of financial software to position the Addepar solution effectively. You will be a creative problem-solver, a self-starter, and a thoughtful advocate for change, working in close partnership with Account Executives. Your efforts will ensure prospects are fully informed about Addepar’s product development, workflows, and compelling use cases. This role requires an outstanding communicator, a well-organized professional, and someone with a deep grasp of investment management. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $122,000 - $153,000 + bonus + equity + benefits. Your recruiter can share more about the specific

REMOTEaifinance
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A
Addepar
📍 Pune• Full-time
2mo ago

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 The Analytics team is seeking a Director to join and lead the team. The Analytics team is a globally distributed team core to Addepar's transition to next-generation data and analytics with a scalable global operating model. Its mission is to empower analysts, researchers, and internal teams to create and share data and insights - driving data driven decision making at scale. The Director will define and execute the strategic vision for the function, while driving operationalisation, governance, and platform maturity across regions. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Define and execute a unified analytics strategy in partnership with key stakeholders, with a published roadmap reviewed quarterly Serve as a culture carrier and visible leader for the APAC region, bridging local teams with global priorities Lead BI and platform strategy, including persona-driven architecture and enablement paths for power users, consumers, executives, and producers Lead global expansion of the analytics platform - hardening existing regional implementations and validating a repeatable architecture for new

Help leading insurers rethink how underwriting, claims and operations work The Role Capco is growing its Insurance practice in Hong Kong and is looking for a Principal Consultant to lead transformation initiatives with major Life, Health and General Insurance clients across Hong Kong and APAC. This is an opportunity to work directly with senior insurance leaders to redesign operating models, transform underwriting and claims capabilities, modernise customer journeys, and unlock value through digital, automation, data and AI-enabled solutions. You will play a key role in shaping client outcomes, developing market propositions, and contributing to the continued growth of Capco’s Insurance practice. What You’ll Do Lead end-to-end transformation programmes across Life, Health and General Insurance clients throughout Hong Kong and APAC. Design future-state operating models, process improvements, and customer, underwriting and claims journey enhancements. Partner with senior stakeholders including COOs, Heads of Claims, Heads of Underwriting, Operations Leaders and Transformation Executives to deliver strategic change. Lead multidisciplinary teams across consulting, technology, operations, data and third-party vendors to achieve successful outcomes. Contribute to business development activities, market propositions, thought leadership and the growth of Capco’s Insurance capability. What We’re Looking For 8–12+ years of experience within consulting, insurance operations, underwriting, claims, transformation, or a related discipline. Strong understanding of insurance operating models, process optimisation, underwriting operations, claims operations and policy servicing. Proven experience delivering large-scale transformation programmes within regulated insurance environments. Ability to engage senior stakeholders and translate strategic objectives into practical, measurable delivery plans. Professional fluency in English; Cantonese and/or Mandarin language ski

airecruitment
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C
ClinChoice
📍 United States• Remote
6mo ago

ClinChoice a global CRO is recruiting for a Business Development Director to join our internal commercial team in the U.S. As a Business Development Director, you will focus on driving full clinical operations service growth by securing new clients and expanding services in existing clients to drive revenue growth. You will be responsible for the full sales lifecycle – from prospecting, developing relationship, to closing all deals including complex, high value deals. Previous experience working with a global Contract Research Organization and selling full clinical operations services is required. Experience with developing clients with outsourcing exposure to China is a plus. This is a full-time, permanent opportunity based in the US. Candidates based on the West Coast are preferred, though applicants from other locations may also be considered based on their CRO experience. Main Job Tasks and Responsibilities Sales strategy and execution : Identify, assess, and develop new global full clinical service strategic plans. Implement realistic and actionable plans to achieve or exceed annual revenue goals that align with the company’s growth objective. Prospecting: Actively identify and secure new business opportunities and/or grow/expand services with existing clients. Relationship Management: Build and maintain positive relationships and provide regular face time with key decision makers within prospect and client organizations, including their Clinical Operations function, Outsourcing function, Procurement function, and C-Suite executives. Market Intelligence: Represent Company at key conferences, trade shows, and networking events to learn and monitor industry trends and competitor activities. CRM Management: Maintain all pipeline data promptly from prospecting to closing contracts in company CRM database. Education, Experience and Skills 10+ years of sales or business development experience, with at least 6 years in global full service CROs. Established a network o

REMOTEprocurementCRM
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F
3mo ago

About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. The Opportunity Own the long-term strategy and performance of a portfolio of strategic accounts, with accountability for revenue growth, client health, and retention. Build and mentor a team of Account Managers, elevating their impact through coaching, performance management, and career development plans. Partner with Sales, Solutions, Implementation, Operations, and Product teams to design and deliver scalable, differentiated supply chain solutions that address clients’ evolving needs. Influence Flexport’s strategic priorities by identifying market opportunities, competitive insights, and client feedback that shape product and services. What You'll Do Strategic Leadership and Growth Develop and execute a scalable account strategy for a portfolio of strategic clients, including multi-year revenue plans, growth initiatives, and client value narratives. Drive top-line growth by uncovering and closing large, complex opportunities, while ensuring alignment with client goals and Flexport capabilities. Lead quarterly business reviews with senior client stakeholders and internal executives to demonstrate value, refresh priorities, and expand footprint. Forecast accurately

aigorust
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