Private Client Jobs

Client Onboarding Manager – Inference & Agentic AI | Paytm (Noida) About the Role Paytm is a pioneer of digital payments in India, serving over 450 million consumers and 45 million merchants across payments, financial services, and commerce. Over the years, Paytm has built deep in-house capabilities across technology, data, and operations to operate at scale with high reliability. Paytm is building a full stack AI platform focussed on Inference and Agents, enabling large enterprises to deploy AI driven automation across sales, service, operations, and analytics. The Inference and Agentic AI team operates as a cross functional unit spanning engineering, product, data science, business management, and sales, and owns the full lifecycle of AI solutions from opportunity discovery to deployment and scale. Key Responsibilities Own client onboarding from sales handover to go-live. Understand client workflows, systems, and integration requirements. Coordinate with Product, Engineering, and Client teams for seamless deployment. Manage onboarding timelines, milestones, and stakeholder communication. Conduct client training sessions and drive product adoption. Track onboarding KPIs, client satisfaction, and implementation success. Gather client feedback and support continuous product improvements. Ideal Candidate 2–5 years of experience in Client Onboarding, Implementation, Customer Success, or Solutions Engineering. Experience in SaaS, Fintech, Enterprise Technology, or AI products preferred. Good understanding of APIs, integrations, CRM systems, and enterprise workflows. Strong project management, problem-solving, and stakeholder management skills. Excellent communication and client-facing abilities. Bachelor’s degree in Engineering, Business, or related field. Location: Noida Why Join? Be part of Paytm’s fast-growing AI business and work closely with enterprise clients to deliver cutting-edge AI-driven automation solutions at scale.

Shape the Future with Dun & Bradstreet At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. Since 1841, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers. The Client Success Management function is responsible for retaining existing business and drive sales growth through client adoption of Company products and services. Specialize in using deep industry, business processes and product expertise to increase product adoption and utilization. Post-sale client point of contact accountable for value driven engagements across the customer retention lifecycle resulting in client renewals. May handle escalations and coordinate across other functional areas of the Company

About Paytm Paytm is a pioneer of digital payments in India, serving over 450 million consumers and 45 million merchants across payments, financial services, and commerce. Over the years, Paytm has built deep in-house capabilities across technology, data, and operations to operate at scale with high reliability. Paytm is building a full stack AI platform focussed on Inference and Agents, enabling large enterprises to deploy AI driven automation across sales, service, operations, and analytics. The Inference and Agentic AI team operates as a cross functional unit spanning engineering, product, data science, business management, and sales, and owns the full lifecycle of AI solutions from opportunity discovery to deployment and scale. Role Overview Paytm is looking to hire a Client Onboarding Director to own implementation delivery and client onboarding governance for Paytm’s AI Inference and Agentic AI products across enterprise clients. This is a managerial role that will lead Client Onboarding Managers and ensure that enterprise deployments move smoothly from sales closure to go live and early adoption. The role sits at the intersection of client teams, product, engineering, business, and sales, and is responsible for converting signed enterprise deals into successful, timely, and scalable deployments. The candidate will own delivery planning, integration governance, risk management, stakeholder communication, and post go live stabilization across enterprise AI agent deployments. The role requires strong program management, technical understanding, client handling, and ability to drive execution across multiple internal and external teams. Key Responsibilities Own end to end delivery governance for enterprise AI agent deployments from sales handoff to go live and stabilization. Lead the implementation planning process across scope, timelines, milestones, dependencies, risks, and success metrics. Ensure every enterprise deployment has a clear project plan, own

About Bazaarvoice At Bazaarvoice, we create smart shopping experiences. Through our expansive global network, product-passionate community & enterprise technology, we connect thousands of brands and retailers with billions of consumers. Our solutions enable brands to connect with consumers and collect valuable user-generated content, at an unprecedented scale. This content achieves global reach by leveraging our extensive and ever-expanding retail, social & search syndication network. And we make it easy for brands & retailers to gain valuable business insights from real-time consumer feedback with intuitive tools and dashboards. The result is smarter shopping: loyal customers, increased sales, and improved products. The problem we are trying to solve : Brands and retailers struggle to make real connections with consumers. It's a challenge to deliver trustworthy and inspiring content in the moments that matter most during the discovery and purchase cycle. The result? Time and money spent on content that doesn't attract new consumers, convert them, or earn their long-term loyalty. Our brand promise : closing the gap between brands and consumers. Founded in 2005, Bazaarvoice is headquartered in Austin, Texas with offices in North America, Europe, Asia and Australia. It’s official: Bazaarvoice is a Great Place to Work in the US , Australia, India, Lithuania, France, Germany and the UK! About the role Bazaarvoice is seeking an experienced Customer Success leader to run our APAC Client Success Strategic Team for a defined 12-month engagement covering maternity leave. This is a second-line leadership role. You will directly manage 4 Client Success Managers holding some of Bazaarvoice's most important APAC Enterprise accounts, and 1 Manager who leads their own team of 4 CSMs across the SMB and mid-market segment. In total you will lead a group of around 9 people across two segments. You will work alongside the APAC Managing Director and Sales DVP to own retenti

Overview: Guidepoint Insights is an events-based primary research platform that helps our clients leverage the Guidepoint expert network and deepen their understanding of the most pressing topics affecting public and private companies across the globe. We host timely , high-quality moderated events daily to help clients navigate complex topics, reduce research times, bring focus to what matters, and make better business decisions. Play a vital role in Guidepoint’s success. Guidepoint is seeking an entrepreneurial and outgoing individual to spearhead coverage of our transcript library product for our Institutional client base. As the primary liaison for our clients, you will play a pivotal role in driving engagement and revenue growth within the rapidly expanding Insights product line. Leveraging your exceptional CRM skills and keen attention to detail, you will collaborate cross-functionally to maximize usage of our offering among current clients and trial accounts. This highly visible position will involve working closely with the Insights group heads to develop strategic plans for enhancing client engagement and retention. This is a hybrid role located in London. What You'll Do: Serve as the primary advocate for the Insights product with institutional clients and foster three-dimensional relationships with key stakeholders Develop personalized engagement plans for each client depending on investment strategy, companies of interest and sector coverage to effectively market Insights content Monitor and drive client engagement through direct outreach efforts: direct emails, product demonstrations, virtual and onsite meetings Collaborate with sales team to ensure timely renewals, drive upsell opportunities and increase trial conversion Acquire valuable feedback and insights from clients to inform product development, marketing strategies, and sales efforts What You Have: Bachelors or masters degree from an accred

Overview: Guidepoint Insights is an events-based primary research platform that helps our clients leverage the Guidepoint expert network and deepen their understanding of the most pressing topics affecting public and private companies across the globe. We host timely , high-quality moderated events daily to help clients navigate complex topics, reduce research times, bring focus to what matters, and make better business decisions. Play a vital role in Guidepoint’s success. Guidepoint is seeking an entrepreneurial and outgoing individual to spearhead coverage of our transcript library product for our Institutional client base. As the primary liaison for our clients, you will play a pivotal role in driving engagement and revenue growth within the rapidly expanding Insights product line. Leveraging your exceptional CRM skills and keen attention to detail, you will collaborate cross-functionally to maximize usage of our offering among current clients and trial accounts. This highly visible position will involve working closely with the Insights group heads to develop strategic plans for enhancing client engagement and retention. This is a hybrid role located in London. What You'll Do: Serve as the primary advocate for the Insights product with institutional clients and foster three-dimensional relationships with key stakeholders Develop personalized engagement plans for each client depending on investment strategy, companies of interest and sector coverage to effectively market Insights content Monitor and drive client engagement through direct outreach efforts: direct emails, product demonstrations, virtual and onsite meetings Collaborate with sales team to ensure timely renewals, drive upsell opportunities and increase trial conversion Acquire valuable feedback and insights from clients to inform product development, marketing strategies, and sales efforts What You Have: Bachelors or masters degree from an accred

Ice Miller seeks a Mid-Level associate to join our private equity practice group in Columbus. Ideal candidates will have three (3) to five (5) years of experience. About the Role: Successful candidates will work with middle-market private equity funds, independent sponsors, and family offices in leveraged buyouts and with family-owned businesses and entrepreneurs in connection with sell-side M&A transactions. Candidates must have excellent written and oral communication skills, a team-oriented mentality, and be motivated self-starters with strong law school credentials and references. In this position, you will serve as a key team member and gain hands-on experience as the responsible attorney on M&A transactions, guiding clients through complex deals from start to finish. You'll collaborate closely with colleagues across practice groups and offices, benefiting from the deep bench and broad resources of an AM Law 200 firm while still enjoying the collegial, tight-knit culture of a small office. We’re committed to your growth, offering structured training and increasing responsibility to match your development. With a clear path for advancement and active encouragement to participate in business development, you’ll have the opportunity to shape both your practice and your future. Requirements : J.D. from an accredited law school with strong academic credentials At least three (3) years of experience practicing law in a law firm and/or in-house environment Active law license in Ohio Strong written and oral communication skills Excellent analytical skills and business judgement Demonstrated ability to work effectively both independently and as part of a team Must have permanent authorization to work in the United States What We Offer: Competitive compensation in a collegial, mid-size firm environment Quality benefits, including medical, dental, vision, and retirement programs One-on-one career coaching and professional development programming A supp

Ice Miller seeks a Mid-Level associate to join our private equity practice group in New York or Philadelphia. Ideal candidates will have three (3) to five (5) years of experience. About the Role: Successful candidates will work with middle-market private equity funds, independent sponsors, and family offices in leveraged buyouts and with family-owned businesses and entrepreneurs in connection with sell-side M&A transactions. Candidates must have excellent written and oral communication skills, a team-oriented mentality, and be motivated self-starters with strong law school credentials and references. In this position, you will serve as a key team member and gain hands-on experience as the responsible attorney on M&A transactions, guiding clients through complex deals from start to finish. You'll collaborate closely with colleagues across practice groups and offices, benefiting from the deep bench and broad resources of an AM Law 200 firm while still enjoying the collegial, tight-knit culture of a small office. We’re committed to your growth, offering structured training and increasing responsibility to match your development. With a clear path for advancement and active encouragement to participate in business development, you’ll have the opportunity to shape both your practice and your future. Requirements : J.D. from an accredited law school with strong academic credentials At least three (3) years of experience practicing law in a law firm and/or in-house environment Active law license in New York or Pennsylvania Strong written and oral communication skills Excellent analytical skills and business judgement Demonstrated ability to work effectively both independently and as part of a team Must have permanent authorization to work in the United States What We Offer: Competitive compensation in a collegial, mid-size firm environment Quality benefits, including medical, dental, vision, and retirement programs One-on-one career coaching and profess

Ice Miller seeks a mid to senior-level associate to join our private equity practice group in New York or Philadelphia. Ideal candidates will have five (5) to eight (8) years of experience. About the Role: Successful candidates will work with middle-market private equity funds, independent sponsors, and family offices in leveraged buyouts and with family-owned businesses and entrepreneurs in connection with sell-side M&A transactions. Candidates must have excellent written and oral communication skills, a team-oriented mentality, and be motivated self-starters with strong law school credentials and references. In this position, you will serve as a key team member and gain hands-on experience as the responsible attorney on M&A transactions, guiding clients through complex deals from start to finish. You'll collaborate closely with colleagues across practice groups and offices, benefiting from the deep bench and broad resources of an AM Law 200 firm while still enjoying the collegial, tight-knit culture of a small office. We’re committed to your growth, offering structured training and increasing responsibility to match your development. With a clear path for advancement and active encouragement to participate in business development, you’ll have the opportunity to shape both your practice and your future. Requirements : J.D. from an accredited law school with strong academic credentials At least five (5) years of experience practicing law in a law firm and/or in-house environment Active law license in New York or Pennsylvania Strong written and oral communication skills Excellent analytical skills and business judgement Demonstrated ability to work effectively both independently and as part of a team Must have permanent authorization to work in the United States What We Offer: Competitive compensation in a collegial, mid-size firm environment Quality benefits, including medical, dental, vision, and retirement programs One-on-one career coaching an

Who We Are : The Client Service Team is the backbone of Guidepoint’s success. The team is responsible for efficiently delivering Guidepoint’s services to our clients around the world. We work to understand each client’s unique business questions and help them gain critical insights to stay informed and make better business decisions. As a Project Manager on the Client Service team you will be responsible for managing key client accounts (corporates, hedge funds, institutional investors, private equity, investment banks, etc.). Come work with us to deliver the best service in the industry and help our clients make some of the most important business decisions in today’s economy. What You Will Own : Serve as the main point of contact responsible for the day-to-day relationship and service delivery for our clients. Fulfill all client requests across all sectors by utilizing the Experts in the company database and project management tool, and custom recruiting resources. If industry knowledge and expertise is needed to fulfill the project, coordinate with the Vertical Manager/Subject Matter Expert to better understand the scope of the project to identify companies and job functions that can fulfill the project requirements. Coordinate and work with a team of Associates to execute on requests for clients who are conducting research and due diligence on industry trends, market opportunities, new products and technologies, and more.. Weekly meeting to review client accounts to make sure performance meets expectations project management. Work closely with the Business Development / Client Growth teams to optimize your clients’ use of Guidepoint’s services. Participate in client on-boarding calls to explain workflows and understand client preferences regarding Expert backgrounds, proposed lists, and call scheduling. Work with other members in the team to provide industry guidance for projects. Experience You Will Bring : Bachelor’s degree and strong acade

About AlphaSense: The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content. The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us! About the Role: The DDQ Analyst plays an important role in supporting AlphaSense’s global sales process by responding to client Due Diligence Questionnaires accurately, consistently, and on time. This role sits at the intersection of IT Security, Compliance, Sales, Cyber, and Risk, giving the analyst strong exposure to how a global SaaS company supports enterprise customers, protects data, and manages compliance requirements. This is a high-volume, process-driven role suited to someone with hands-on DDQ experience who thrives on structure, attention to detail, and a fast-paced environment. The analyst will use approved response content, documented procedures, and AI-assisted tools to move DDQs through the workflow efficiently, applying sound judgment on which questions can be answered from approved sources and which require escalation to a subject

Overview: Guidepoint is looking for an entrepreneurial and outgoing individual to join its Insights business. The Insights product is an offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e. private equity/hedge fund), sell-side equity research analysts, and industry professionals. This is a hybrid role in New York City. What You'll Do: Promote and represent the Guidepoint Insights product to our institutional clients including traditional asset managers, hedge funds, family offices and private equity firms. Focus on increasing penetration and usage of the Insights product across Guidepoint's existing client base. Using a high-touch approach (phone, email, Bloomberg, in-person meetings), highlight upcoming events to the appropriate clients and foster dialogue with Guidepoint sector specialists. Correctly map client preferences (sector focus, frequency of email notifications) across organizations to ensure the right content is delivered to the right individuals. Form critical relationships with Portfolio Managers and Analysts to understand their research needs, collect feedback and explain our value proposition. Conduct outbound prospecting to help generate new account leads. Work closely with the Guidepoint’s analysts to understand key upcoming events and summarize takeaways from recent teleconferences. What You Have: Excellent communicator capable of calling on high-profile clients at hedge funds, mutual funds and private equity. Broad based knowledge of the sales process from lead generation to relationship management. Comprehensive understanding of the institutional invest

Overview: Guidepoint’s Client Service teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint. Guidepoint is seeking qualified candidates for a VP, Account Executive - Client Service on the Institutional Client Service team . This person will promote our subscription-based research service to various business units within existing clients (hedge funds, mutual funds, private equity etc.), in order to grow overall usage. This is a Hybrid position in our New York City office. What You'll Do: Own a portfolio of client accounts that have been clients for 2+ years, ensuring long-term retention and growth Lead contract negotiations, pricing discussions, renewals, and commercial conversations Drive upsell, cross-sell, and package expansions across existing accounts Proactively meet clients in person and virtually to strengthen executive relationships Identify and activate new users within existing client organizations Develop account growth strategies and revenue plans in partnership with service leadership Monitor usage trends and intervene strategically to prevent churn Serve as senior point of contact for escalations and high-level client discussions Partner closely with client service teams to ensure flawless delivery and client satisfaction What You Have: 3-5 years of experience in account management, relationship management, or consultative sales Proven track record managing renewals and negotiating contracts Demonstrated success driving upsell and cross-sell revenue Experience managing mid-sized to large B2B client portfolios Strong executive presence and ability to build C-level relationships Comfortable conducting

About us Retail Insights is Northern Europe’s leading retail forum. We are strengthening the retail ecosystem by building a platform for insights, inspiration, and networking, connecting more than 3,000 leaders yearly from more than 15 countries. Retail Insights is part of United Media ( https://www.united-media.com/ ) which focuses on building large scale industry media and conferences products in sectors such as insurance, HR, private equity, retail, etc. As of today, we have organically launched 8 media companies and acquired one. What we offer you As our Client Success, you get the unique opportunity to take ownership of our success. To ensure a never-ending growth curve, we provide you with: The opportunity of having a real impact - You’ll be getting operational experience in a start-up where both your work and the results are highly tangible and matter to the business. Unlimited growth potential in our company - we strongly believe in and have a track record of promoting internally. Travel opportunity: You will be joining our conferences overseas. Invaluable transferable skills - boost your interpersonal, organisation and project management skills through experience Attractive compensation package. Gain a lot of new relationships with global industry leaders while growing your personal brand. Responsibilities: Collaborate with internal teams, including sales, marketing, and operations, to coordinate resources and deliver exceptional service to clients. Aligning on Sponsors expectations - pre & post sale, ensuring the sales process is deliverable. Serve as a primary point of contact for clients, once they have signed the contract, from the initial planning stages through the delivery of the events. Maintain accurate records of client interactions, contracts, and agreements using our CRM. Providing daily support to sponsors to facilitate their registration through our internal management systems. Building an internal knowledge base and help

About us Retail Insights is Northern Europe’s leading retail forum. We are strengthening the retail ecosystem by building a platform for insights, inspiration, and networking, connecting more than 3,000 leaders yearly from more than 15 countries. Retail Insights is part of United Media ( https://www.united-media.com/ ) which focuses on building large scale industry media and conferences products in sectors such as insurance, HR, private equity, retail, etc. As of today, we have organically launched 8 media companies and acquired one. What we offer you As our Client Success, you get the unique opportunity to take ownership of our success. To ensure a never-ending growth curve, we provide you with: The opportunity of having a real impact - You’ll be getting operational experience in a start-up where both your work and the results are highly tangible and matter to the business. Unlimited growth potential in our company - we strongly believe in and have a track record of promoting internally. Travel opportunity: You will be joining our conferences overseas. Invaluable transferable skills - boost your interpersonal, organisation and project management skills through experience Attractive compensation package. Gain a lot of new relationships with global industry leaders while growing your personal brand. Responsibilities: Collaborate with internal teams, including sales, marketing, and operations, to coordinate resources and deliver exceptional service to clients. Aligning on Sponsors expectations - pre & post sale, ensuring the sales process is deliverable. Serve as a primary point of contact for clients, once they have signed the contract, from the initial planning stages through the delivery of the events. Maintain accurate records of client interactions, contracts, and agreements using our CRM. Providing daily support to sponsors to facilitate their registration through our internal management systems. Building an internal knowledge base and help