Portfolio Manager 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. 🚀 About the Role: ClickUp is hiring an Enterprise Partner Manager to help build and scale our North America partner motion, with a primary focus on the East Coast region. This role sits at the center of how we expand through partners: recruiting the right firms, enabling them to sell and deliver ClickUp well, and turning partner relationships into a meaningful source of revenue and customer impact. This is a strong fit for someone who knows how to build, not just maintain. You’ll work across partner recruitment, joint business planning, enablement, and pipeline creation, while partnering closely with direct sales, solutions, marketing, and other GTM teams. If you’re energized by creating structure, coaching partners to first win and beyond, and shaping how a high-growth SaaS company scales its ecosystem, this role offers real ownership and visible impact. The Role: Build a high-performing partner portfolio across North America (East Coast) that helps ClickUp win more customers, expand partner-led revenue, and create repeatable service and go-to-market motions around the platform. Please note, this role does require travel and in-office work days in one of our three hubs (Chicago, Dallas, or Boston) 3x per week. Client visits or traveling on site to partners will count as an "in office" day. What You’ll Accomplish: Recruit and activate new partners that align with ClickUp’s ideal partner profile, including consultancies, agencies, VARs, referral partners, MSPs, and system integrators. Build and manage a focused book of partners across the United States and Canada, with clear priorities around partner qual

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. 🚀 About the Role: ClickUp is hiring an Enterprise Partner Manager to help build and scale our partner motion across Northern Europe. This role sits at the center of how we expand through partners: recruiting the right firms, enabling them to sell and deliver ClickUp well, and turning partner relationships into a meaningful source of revenue and customer impact. This is a strong fit for someone who knows how to build, not just maintain. You’ll work across partner recruitment, joint business planning, enablement, and pipeline creation while partnering closely with direct sales, solutions, marketing, and other GTM teams in-region. If you’re energized by creating structure, coaching partners to first wins and beyond, and shaping how a high-growth SaaS company scales its ecosystem, this role offers real ownership and visible impact. The Role: Build a high-performing partner portfolio across Northern Europe that helps ClickUp win more customers, expand partner-led revenue, and create repeatable service and go-to-market motions around the platform. Please note, this role does require travel and in-office work days in one of our two hubs (Dublin or London) 3x per week. Client visits or traveling on site to partners will count as an "in office" day. What You’ll Accomplish: Recruit and activate new partners that align with ClickUp’s ideal partner profile, including consultancies, agencies, VARs, referral partners, MSPs, and system integrators. Build and manage a focused book of partners across the United States and Canada, with clear priorities around partner quality, partner engagement, and revenue impact. Create

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 looking for a Technical Implementation Account Manager (TAM) to support our customers as a trusted partner and problem-solver, blending strong relationship management with a growing understanding of ClickUp’s platform and capabilities. This role sits at the intersection of customer success, solution strategy, and technical enablement, contributing to long-term growth, adoption, and measurable business outcomes. This role operates in an AI-native environment, and we expect TAMs at this level to use AI tools as a daily multiplier across account preparation, workflow analysis, solution design, follow-through, and customer enablement. TAMs at this level manage a defined book of business and own day-to-day execution for their accounts, while working closely with more senior TAMs and cross-functional partners on complex initiatives. You’ll use established frameworks, playbooks, and templates to guide onboarding and adoption, monitor account health, and help ensure stakeholders see continuous value throughout their lifecycle. At the L04 level, success means not just understanding AI-enabled features, but showing sound judgment in when and how to use AI to improve execution quality, speed, and customer outcomes. Technical Account Managers are responsible for delivering measurable value and driving meaningful business outcomes across their customer portfolio by focusing on: Customer Enablement & Onboarding: Supporting customers through onboarding and implementation for assigned customers, following established discovery frameworks and implementation plans. Account Health & Engagement: Monitoring a

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. 🚀 ClickUp is seeking a versatile and dynamic Technical Account Manager to join our team. This pivotal role is responsible for driving customer satisfaction and loyalty by fostering strategic relationships and delivering exceptional service to both small to mid-market clients and dedicated accounts. The ideal candidate will excel in a start-up setting, embody ClickUp's core values, and have a proven track record in customer success within a SaaS environment. Key Responsibilities: Strategic Customer Engagement: Develop and manage engagement plans for a diverse client portfolio using both scaled and personalized approaches. Conduct in-depth discovery sessions to understand customer needs and recommend actionable strategies for success. Build trusted relationships with key stakeholders, identifying and nurturing client champions to drive adoption and advocacy. Technical Adoption and Expertise: Gather, analyze, and translate functional and technical requirements into tailored ClickUp solutions. Serve as a product expert, advising customers on leveraging ClickUp’s features to streamline workflows and solve complex business challenges. Data-Driven Insights: Analyze customer product usage data and translate it into actionable recommendations. Conduct ROI analysis to showcase the tangible benefits of ClickUp solutions. Driving Engagement & Adoption: Proactively engage with customers to evaluate progress, address roadblocks, and uncover new opportunities for success. Collaborate with customers to establish clear business goals, success metrics, and timelines. Cultural Fit, Growth Opportunities, & Leadershi

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 Commercial Account Managers at Ramp are the primary relationship owners post-implementation, responsible for driving product adoption, spend activation, and long-term account growth across a portfolio of 150–200 commercial customers. As Ramp’s first Account Manager dedicated to Canadian-based customers, you’ll own a portfolio of Canadian commercial accounts; deepening relationships, leading strategic conversations, and identifying opportunities to expand Ramp’s footprint while developing a deep understanding of their local needs and helping shape Ramp’s growing presence in Canada. What You’ll Do Build and nurture strong relationships across new and existing high-value commercial customers to better achieve their needs and manage all reporting of health within accounts Develop deep, multi-threaded relationships with decision makers at your customers Drive spend across your book of business by owning retention, adoption, expansion within existing products, and growth across your your accounts Lead Executive Business Reviews within your

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 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

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The Credit team at Plaid builds lending solutions across the full lender lifecycle — including underwriting, verification, and servicing. We help lenders make faster, more informed decisions using consumer-permissioned financial data. Within Credit, the Insights team develops data-driven products including LendScore, Income Insights, CashFlow Insights, and Network Insights. These products power smarter credit decisioning for lenders of all sizes. As a Product Manager on the Insights team, you will drive execution across our portfolio of credit decisioning products. You’ll work closely with engineering and data science teams to ship high-quality product experiences, and partner with sales and marketing on go-to-market motions. You’ll report to the Insights product lead and play a critical role in ensuring we deliver on our roadmap commitments while maintaining the flexibility to pursue new product opportunities as they emerge. Responsibilities Own end-to-end execution of the product roadmap for LendScore, Income Insights, CashFlow Insights, Network Insights, and new Insights products Write product specs, define requirements, and work with engineering and data science to deliver features on schedule R

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. This Week in Fintech is the largest global fintech media company with 200,000+ subscribers to a publication that provides insights, news, and connections within the financial technology ecosystem. What began as a newsletter focused on curating and sharing industry updates, trends, and innovations in the fintech space has grown to include a range of products including podcasts, events, conferences, and an online community to bring together fintech professionals, investors, and enthusiasts worldwide. This Week in Fintech is seeking a highly organized, creative, and entrepreneurial Senior Events & Experiences Manager to help build and scale one of the most influential fintech communities in the world. This is not a traditional events role. We are looking for someone who understands how experiences create brand value, strengthen relationships, drive partnerships, and build lasting community. You’ll lead the strategy and execution behind TWIF’s growing portfolio of experiences — from intimate executive dinners and private salons to large-scale conferences, ecosystem gatherings, and strategic partner activations. You’ll work directly with leadership and become a key part of shaping how TWIF shows up a

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The Account Management team in Plaid’s Fintech customer segment leverages our deep technical, product, and industry knowledge to help our Fintech-focused customers build and scale amazing applications. We act as partners, advisors, and advocates for our customers to shape how consumer and business interactions with their finances will drastically improve in the coming years. Plaid is looking for an experienced customer-facing professional to manage and grow our client relationships with a portfolio of the most strategic customers in our Fintech segment. Many of these customers are long-term partners and already drive significant revenue for Plaid. The account manager will be responsible for further deepening relationships and fostering the next stage of growth with these clients. The right candidate is a natural at building strong partnerships and has demonstrated success owning and growing customer relationships with large, strategic clients, including developing a deep understanding of customer priorities, motives, and key drivers, and cultivating existing and forging new senior stakeholder relationships; is deeply curious and solutions oriented; and has demonstrated success working internally and

MongoDB's EMEA Marketing team is looking for a highly motivated UK Regional Marketing Manager to join the organization. This role collaborates closely with the sales, ecosystem and broader marketing teams to drive awareness of MongoDB, identify and nurture new users and champions, uncover new opportunities, accelerate deal cycles, and expand MongoDB’s overall footprint in the market. You’ll own development and execution of the marketing plans for a subset of focus Enterprise accounts, contributing to business growth and playing a pivotal role in the company’s overall success. This position is for a marketing professional who is passionate about exploring new opportunities, crafting and executing innovative marketing strategies, driving measurable growth, and working cross-functionally to create and scale impactful results. The role will report to the Marketing Lead, Northern Europe. We are looking to speak to candidates who are based in London for our hybrid working model. Candidate Profile Our ideal candidate for this role will have the following: Educational and Professional Background: Bachelor's Degree or equivalent experience 5+ years of account marketing, field marketing, industry marketing or sales experience. Tech industry experience preferred but not required Experience working with large and complex enterprise accounts across multiple verticals ideally in financial services and telco, proven success record with accelerating and closing deals Skills and Expertise: Experience with strategic 1:1 or 1:few account-based marketing, portfolio of experience will be reviewed A strong understanding of acquisition focused marketing and campaign motions to help drive incremental programs in the AI/digital native community Experience working with cloud (AWS, GCP, Azure), ISV, AI, and other tech partners Excellent written and oral communication skills, including experience presenting to sales and marketing leadership, as well as customers Impeccab

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 We’re looking for a Manager, Account Management to lead a team of Senior Account Managers supporting our largest and most complex Enterprise Fulfillment clients. This is a player-coach role: part people manager, part escalation owner, part P&L steward. You’ll own the health and growth of a portfolio of Enterprise accounts while managing the team of Senior AMs who manage the day-to-day relationships beneath you.You’ll be expected to get into the weeds on inbound/outbound exceptions, crossdock and rush-receipt escalations, DIMs and inventory discrepancies, and B2B/omnichannel program issues alongside your team, while also owning the commercial outcomes (retention, growth, margin) for the book. You will: Team Leadership & Development Directly manage and coach 6–8 Senior Account Managers, each owning a book of Enterprise fulfillment accounts. Set clear expectations, run regular 1:1s and team syncs, and build a culture of ownership and proactive client management. Develop your Senior AMs’ skills in strategic account planning, executive presence, and cross-functional influence; identify and cultivate future leaders on the team. P&L & Comme

GitLab is the intelligent orchestration platform for DevSecOps. GitLab enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. More than 50 million registered users and more than 50% of the Fortune 100* trust GitLab to ship better, more secure software faster. The same principles built into our products are reflected in how our team works: we embrace AI as a core productivity multiplier, with all team members expected to incorporate AI into their daily workflows to drive efficiency, innovation, and impact. GitLab is where careers accelerate, innovation flourishes, and every voice is valued. Our high-performance culture is driven by our values and continuous knowledge exchange, enabling our team members to reach their full potential while collaborating with industry leaders to solve complex problems. Co-create the future with us as we build technology that transforms how the world develops software. * Fortune 500® is a registered trademark of Fortune Media IP Limited, used under license. Claim based on GitLab data. Fortune 100 refers to the top 20% ranked companies in the 2025 Fortune 500 list, published in June 2025. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of GitLab. An overview of this role As a Customer Success Manager on our Public Sector team, you’ll help U.S. government and public sector organizations realize meaningful business outcomes with the GitLab DevSecOps platform. You’ll turn pre-sales command plans into clear, actionable objectives, guide customers through their adoption journey, and enable them on common Git, CI/CD, and DevSecOps best practices so they can deliver secure software more efficiently. Acting as a trusted liaison between your customers and GitLab Support, Product Management, Engineering, Sales, and Professional Services, you’ll own a portfolio of accounts and focus

GitLab is the intelligent orchestration platform for DevSecOps. GitLab enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. More than 50 million registered users and more than 50% of the Fortune 100* trust GitLab to ship better, more secure software faster. The same principles built into our products are reflected in how our team works: we embrace AI as a core productivity multiplier, with all team members expected to incorporate AI into their daily workflows to drive efficiency, innovation, and impact. GitLab is where careers accelerate, innovation flourishes, and every voice is valued. Our high-performance culture is driven by our values and continuous knowledge exchange, enabling our team members to reach their full potential while collaborating with industry leaders to solve complex problems. Co-create the future with us as we build technology that transforms how the world develops software. * Fortune 500® is a registered trademark of Fortune Media IP Limited, used under license. Claim based on GitLab data. Fortune 100 refers to the top 20% ranked companies in the 2025 Fortune 500 list, published in June 2025. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of GitLab. An Overview of this Role As a Customer Success Manager for APJ, you’ll help GitLab customers realize the full value of our intelligent DevSecOps platform by driving adoption, measurable outcomes, and long-term advocacy across the region. You’ll serve as a trusted advisor to a portfolio of customers, guiding them on Git, branching strategies, software development lifecycle practices, continuous integration, continuous deployment, and DevSecOps best practices. In this role, you’ll connect customer goals with GitLab capabilities, lead workshops and Center of Excellence efforts, and turn product usage data into clear, actionable reco

GitLab is the intelligent orchestration platform for DevSecOps. GitLab enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. More than 50 million registered users and more than 50% of the Fortune 100* trust GitLab to ship better, more secure software faster. The same principles built into our products are reflected in how our team works: we embrace AI as a core productivity multiplier, with all team members expected to incorporate AI into their daily workflows to drive efficiency, innovation, and impact. GitLab is where careers accelerate, innovation flourishes, and every voice is valued. Our high-performance culture is driven by our values and continuous knowledge exchange, enabling our team members to reach their full potential while collaborating with industry leaders to solve complex problems. Co-create the future with us as we build technology that transforms how the world develops software. * Fortune 500® is a registered trademark of Fortune Media IP Limited, used under license. Claim based on GitLab data. Fortune 100 refers to the top 20% ranked companies in the 2025 Fortune 500 list, published in June 2025. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of GitLab. An overview of this role As a Customer Success Manager, you’ll help GitLab customers realize the full value of our DevSecOps platform by driving adoption, measurable outcomes, and long-term advocacy. You’ll serve as a trusted advisor to a portfolio of customers, guiding them on Git, branching strategies, software development lifecycle, continuous integration, continuous deployment, and DevSecOps best practices. In this role, you’ll connect customer goals with GitLab capabilities, lead workshops and Centers of Excellence efforts, and translate product usage data into clear, actionable recommendations for both customers and GitLab