Lead Client Partner Jobs

Talkdesk is seeking a Sr. Technical Support Engineer who thrives at the intersection of deep technical troubleshooting and high-level customer consulting. In this role, you aren’t just closing tickets; you are a strategic partner to our clients, an advocate for their needs internally, and a developer of tools that make our entire support engine run smoother. You will be the bridge between our customers and our Engineering, Product, and Professional Services teams, ensuring that complex technical challenges are met with elegant, scalable solutions. Key Responsibilities Technical Leadership & Triage Advanced Troubleshooting: Lead Talkdesk’s most intricate support tasks. Outline reproduction steps, drive issues to resolution, and manage customer expectations with clarity. Escalation Management: Serve as the definitive point of contact for issues escalated from Tier 1 or Client Services, ensuring timely resolution. Developer Advisory: Act as the primary technical contact for partner and user developers, comfortably navigating and advising on custom solutions and integrations. Efficiency & Innovation Tool Development: Identify recurring manual tasks and develop internal tools or scripts (JavaScript, etc.) to automate the team’s most time-consuming workflows. Process Optimization: Leverage strong technical acumen to dynamically identify processes and technical solutions for unexpected or high-pressure situations. Customer Advocacy & Success Voice of the Customer: Identify and synthesize customer feedback to act as a strategic advocate to internal Product and Engineering teams. Strategic Consulting: Develop trust with client leadership to remove roadblocks, formulate best practices, and document functional/technical requirements. Risk Mitigation: Work closely with customers to track work progress and create strategies for risk mitigation and contingency planning. Feature Demonstrations: Conduct engaging demos of feature enhancements for both new and existing cu

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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role We are seeking a Staff Full Stack Software Engineer to join the Advisor Experience team as our Technical Lead. Our team is focused on building tools for financial advisors to grow and sustain their business. We oversee bespoke products for advisors and develop advisor-focused capabilities throughout the Addepar platform. In this role, you will be the primary technical anchor for new capabilities including Secure Message Center — a compliant messaging experience built into Addepar's client portal that allows advisors and their clients to communicate directly within the platform. You will partner directly with Engineering Leadership and Product Management to build a modern, scalable architecture from the ground up. Beyond system design, you will act as a true engineering multiplier: setting technical standards, mentoring junior and mid-level engineers, and working alongside other senior engineers and AI specialists to deliver high-impact advisor tools. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employme

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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. 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 ne

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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role We are seeking an experienced and highly motivated Data Engineering Manager to lead Portfolio Data Engineering in Poland, a critical component of the Addepar Platform team. The overall Addepar Platform provides a single source of truth “data fabric” used by the Addepar product set, including a centralised and self-describing repository (a.k.a Data Lake), a set of API-driven data services, an integration pipeline, analytics infrastructure, warehousing solutions, and operating tools. The team has responsibility for all data acquisition, conversion, cleansing, disambiguation, modelling, tooling and infrastructure related to the integration of client portfolio data. Addepar’s core business relies on the ability to quickly and accurately ingest data from a variety of sources, including 3rd party data providers, custodial banks, data APIs, and even direct user input. Portfolio Data integrations and feeds are a highly critical cross-section of this set, allowing our users to get automatically updated and reconciled information on their latest holdings onto the platform. As a Data Engineering Manager, you will play a crucial role in leading and managing our engineering efforts, collaborating closely with product counterparts in an agile envir

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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role We are seeking an Engineering Manager (Warsaw, Poland) with a strong technical background in full-stack development to lead our Identity and Access engineering staff. In this leadership role, you will manage, mentor, and grow a team of full-stack engineers responsible for building and maintaining the systems and interfaces that authenticate users, allow agents to scale on our public APIs, and enable self-service product configuration. You will guide your team in leveraging Addepar’s enterprise identity platform to create responsive, frictionless user journeys. These range from the “front door” of our products (such as login and MFA) to the administrative tools our customers use to configure experiences for their internal teams and end-clients. Collaborating closely with product managers, designers, and engineering partners, you will ensure our delivery aligns with our clients' complex regional, compliance, and privacy needs. Ultimately, you will foster an environment of engineering excellence, empowering your team to build the next generation of features that prepare Addepar for the demands of modern, AI-driven users. Applicants must have legal authorization to work in the country where this role is based on the first day of employmen

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

As a Senior Solution Architect , you will be responsible for designing and implementing complex software solutions that meet the needs of the organization and its customers. You will work closely with cross-functional teams to understand business requirements and develop solutions that align with organizational goals. You will also provide technical guidance and mentorship to junior architects and engineers. Duties and Responsibilities Lead scoping and discovery sessions with sales and client teams to gain a deep understanding of business requirements Engage with clients to architect solutions that best meet needs including offering best practice recommendations, on-the-fly solution suggestions, and relevant lines of questioning that may not have been prepared in advance of the conversation Create accurate Statements of Work and proposed solutions that encompass all requirements, deliverables, schedules, tasks, and pricing Partner closely with Talkdesk’s product, implementation and sales teams to identify issues, close gaps, and continuously improve SOWs and the SOW process Gain a deep level of product knowledge and partner closely with product and engineering teams to identify product gaps and place new features & products on the roadmap Partner with sales, product, and engineering to help prioritize products and features based on client needs Effectively translate client requirements and program characteristics to internal stakeholders. Ensure the client’s goals align with Talkdesk’s product offering and implementation methodology. Help build out department methodology and tools to improve quality and efficiency Leverage strong technical acumen to identify process improvements and technical solutions Preferred Background 3-5 years of experience in Professional Services or Consulting, or 5 years of IT project management experience in a SaaS business Experience with CX, CCaaS, and/or UCaaS solutions Software implementation or coding experience is a plus Fa

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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Advisor Experience team builds bespoke solutions for financial advisors to grow and sustain their business, starting with a new secure messaging experience. As a Senior Software Engineer with a frontend emphasis, you will be the primary owner of the team’s user interface layer — crafting modern, performant, and intuitive experiences that financial advisors rely on daily. You will lead frontend architecture decisions, build and maintain component systems, and collaborate closely with Product Design to translate complex advisor workflows into elegant, accessible interfaces. While your primary impact will be on the frontend, you will work across the full stack as needed to deliver complete features and integrate with backend services and APIs. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B , F-1 /OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Lead frontend development for the Advisor Experience Secure Messaging product, building rich, performant user interfaces using modern web frameworks. Design and maintain scalable frontend a

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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Advisor Experience team is a new engineering team within Addepar’s Core Product Engineering organization, focused on building the products and experiences that define how financial advisors and their clients interact on the Addepar platform. Initially this role will focus on our new Secure Message Center — a compliant messaging experience built into Addepar’s client portal — but the scope extends well beyond messaging. We’re building the connective tissue between advisors and the investors they serve, creating workflows that make every interaction more informed, more personal, and more seamless. As the Engineering Manager for this team, you’ll lead a small, growing group of engineers and shape both the technical direction and team culture from the early stages. You’ll partner closely with product management and design to translate an ambitious product vision into shipped software. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B , F-1 /OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You'll Do Lead, mentor, and grow a team of full-stack en

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: The Sales team at Flexport is critical to our mission, fostering deep, lasting relationships that drive client success and accelerate global trade. As an Account Executive, you own some of Flexport's most complex and highest-opportunity client relationships in North America. Your accounts span multiple shipping modes and trade lanes — ocean, air, trucking, customs — and require genuine supply chain expertise to navigate well. You don't just manage these relationships; you shape them. You bring a strategic point of view to every client engagement, lead business reviews that drive meaningful decisions, and connect the dots across Flexport's full product suite to unlock growth. You operate with full autonomy, deliver against a high bar on revenue and retention, and are increasingly the person junior teammates turn to when they need guidance. You will: - Own end-to-end success for a portfolio of complex, multi-modal Flexport accounts in North America — including accounts with significant revenue potential and high operational intensity. - Lead RFP bids and renewals end-to-end - Serve as a true strategic partner to clients, going deep on their su

Small Girls PR is looking for an Experiential Production Director with 7–9 years of experience leading multichannel projects across in-person activations and digital experiences. This includes developing cohesive experiential strategies, managing client relationships, concepting standout experiences that drive social conversation and press coverage, overseeing technical execution, managing complex timelines and large budgets, and developing talented producers. Experience working with clients / brands within fashion and/or beauty is highly valued for this role. This role will serve as the senior day-to-day lead across experiential accounts and projects, connecting creative ideas and production plans to clients’ broader brand and business objectives. The Experiential Production Director will work closely with senior leadership, keeping them informed of campaign progress, strategic or budgetary shifts, client needs, team performance, and potential risks. The right candidate knows how to lead a campaign from ideation through post-production and can project manage in their sleep. They are also prepared to dive into the details, knowing that no task is too small in the world of events. This role will work with a wide range of creative and innovative brands across beauty and fashion, food and beverage, wellness, consumer technology, and more. Ideally this candidate has agency experience and is adept at client interface, in addition to execution. There is no one-size-fits-all for an SGPR client, which means your career will be enriched with meaningful and diversified experience. We’ve busted beauty myths with OLAY in Bryant Park, spotlighted Violife with a cheeky Election Day campaign, and reintroduced a Jack in the Box product as a “return from the grave” with a Halloween cemetery screening. From events and mailers to brand partnerships and hotlines, if the team can dream up an idea for audiences to see, do, or touch, our experiential team can produce it. Note: This role i

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. Location & Eligibility: This is a remote role based in Dubai and covering Middle East region. Our Middle East team is small but highly talented and this is very much an emerging region for us with excellent growth potential. You will be our first SC hire in the region. We require a fluent Arabic and English speaker for the hire. The Role: As a Senior Advisory Solutions Consultant, you are the technical lead during the sales process. You will work with the sales team to show prospective clients how Appian’s platform works in practice. You must articulate the business value a prospective client can expect from implementing Appian solutions. This role follows our SC 2.0 model - which means moving beyond basic feature demos to act as a strategic partner for our customers. You will co-create solutions with them, using your technical background to help shape their long-term strategy. You can read more about the SC 2.0 approach here . This position requires the technical creativity to build working prototypes and the business sense to explain why they matter. You will be responsible for handling technical objections, answering detailed product questions, and making sure potential customers understand exactly how our software fits into their business and provides value. What you’ll do: Work with Account Executives to meet sales goals across large accounts in Middle East. Manage all technical aspects of a sales cycle, from initial meetings to final presentations. Work with the AE to complete comprehensive discovery and fully understand the clients busine

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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role We are currently seeking a highly experienced Staff Software Engineer with a strong Java background to join our Letter of Authorisation (LOA) team! We’re building a system that can self-service onboarding of held-away accounts for enterprise clients. This new system will be built on our application framework with cloud-native architecture principles. We’re looking for an experienced, detail-oriented Engineering Leader who will build an inclusive team culture, empower engineers to succeed and foster an environment that creates high quality engineering processes and product delivery. You are passionate about technology and can amplify your technical knowledge via your team. You’ll work closely with our product and design teams to deliver great products for our clients. Our engineering team primarily works in Java, Python and React, a strong Java experience with any of the additional skills would help succeed in the role. We use Agile methodologies to deliver impactful business outcomes. What You’ll Do Architect, implement, and maintain engineering solutions to solve complex problems; write well-designed, testable code. Lead individual project priorities, deadlines, and solutions. Collaborate effectively with product manager

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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role We are seeking a talented Sales Executive to join our expanding Sales Team in Singapore. As an experienced, quota-carrying sales professional, you will play a critical role in establishing Addepar as the platform of choice within Singapore’s wealth management sector. You’ll focus on driving new ARR (Annual Recurring Revenue) by engaging with financial institutions, including Registered Investment Advisors (RIAs), Single and Multi-Family Offices, and Private Banks in the region. This is a unique opportunity to contribute to our growth in the APAC region, helping to shape Addepar’s presence in Singapore. You will collaborate with global sales, marketing, and product teams to build relationships with key financial institutions and accelerate the adoption of Addepar’s platform. Candidates must have valid authorization to work in Singapore. Visa sponsorship is not available for this role. What You’ll Do Reshape the wealth management industry by delivering innovative technology solutions. Develop and execute a strategic sales plan to cover key accounts within your territory, focusing on APAC and Singapore-based Private Banks, Family Offices, and Wealth Managers. Lead the sales cycle from prospecting to closing, working closely with a cross-

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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role We are currently seeking a software engineering manager to join the Alternatives Data Management (ADM) team. Our team is building AI-powered data products and workflow solutions that unlock transparency, efficiency, and insight in private market investments. You’ll lead a full-stack team of engineers and collaborate closely with Product and Design to deliver client-facing features that will set us apart from our competitors. 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 Manage a small team of frontend and backend engineers that will grow as you do Own technical design and implementation for some of your projects to set a good example for the ICs Work with platform teams to deliver features with consistent capabilities Drive the career growth of your direct reports Stay up to date on industry trends, such as AI tooling, that can make the team more effective Collaborate with ADM engineering and product leads in the US, UK and India to drive team-wide process improvements and best practices Who you are B