Senior Client Management Associate Jobs

About Us: YipitData is the leading market research and analytics firm for the disruptive economy and most recently raised $475M from The Carlyle Group at a valuation of over $1B. Every day, our proprietary technology analyzes billions of alternative data points to uncover actionable insights across sectors like software, AI, cloud, e-commerce, ridesharing, and payments. Our data and research teams transform raw data into strategic intelligence, delivering accurate, timely, and deeply contextualized analysis that our customers—ranging from the world’s top investment funds to Fortune 500 companies—depend on to drive high-stakes decisions. From sourcing and licensing novel datasets to rigorous analysis and expert narrative framing, our teams ensure clients get not just data, but clarity and confidence. We operate globally with offices in the US (NYC, Austin, Miami, Mountain View), APAC (Hong Kong, Singapore, Shanghai, Beijing, Guangzhou), and India. Our award-winning, people-centric culture—recognized by Inc. as a Best Workplace for three consecutive years—emphasizes transparency, ownership, and continuous mastery. What It’s Like to Work at YipitData: YipitData isn’t a place for coasting—it’s a launchpad for ambitious, impact-driven professionals. From day one, you’ll take the lead on meaningful work, accelerate your growth, and gain exposure that shapes careers. Why Top Talent Chooses YipitData: Ownership That Matters : You’ll lead high-impact projects with real business outcomes Rapid Growth : We compress years of learning into months Merit Over Titles : Trust and responsibility are earned through execution, not tenure Velocity with Purpose : We move fast, support each other, and aim high—always with purpose and intention Who Thrives Here? We hire sprinters, not coasters—people who: Choose growth over comfort Lead through challenges Are energized by high expectations It’s not for everyone, and that’s intentional. If your ambition is matched by your work ethic—a

Healthcare is complex. We’re here to change that. RVO Health is a health technology company on a mission to make health easier to navigate, more accessible, and more affordable for everyone. Here, you'll help over 40 million people every month, with a team that genuinely cares about the work and each other. AT A GLANCE We are looking for a strategic and experienced Associate Director, Client Operations to lead the relationship with one of our key Quit for Life accounts, while also leading and developing part of the Client Management team within our State Quit Services organization. This role sits at the intersection of senior client leadership and people management — owning the health, growth, and retention of one of our key accounts while building the capability and career growth of the team supporting our broader State Quit for Life portfolio. This role works closely with our product, engineering, billing, evaluation, and reporting teams, and represents Client Services in cross-functional and executive-level conversations about account strategy, escalations, and growth. We're looking for a leader who is highly detail-oriented, thrives under deadline pressure, brings sound judgment to ambiguous or high-stakes situations, and has a genuine passion for public health. This is an ideal position for a candidate who wants to combine hands-on ownership of a key client with the opportunity to coach and grow a team, and who is passionate about furthering the work of tobacco and nicotine cessation. Where You'll Be Preferred locations: Florida, North Carolina, & Georgia What You’ll Do Client Management Leadership Act as the client's internal advocate, building strong cross-functional partnerships to ensure satisfaction, retention, and delivery excellence Serve as the senior relationship owner and primary escalation point for our largest State Quitline account, building trusted, executive-level relationships with state stakeholders Provide strategic consultative guidance o

Financial Advisory Service Offerings Teneo guides companies and their stakeholders through periods of uncertainty and stress to assess options, address financing and/or balance sheet stresses, create liquidity headroom, reduce costs, improve profitability, more efficiently run their businesses and turnaround and/or exit underperforming businesses, whilst communicating appropriately with stakeholders and, ultimately, deliver certainty from uncertainty. Our expert team also brings market-leading experience in developing and delivering contingency plans and insolvencies across multiple jurisdictions, providing credible fallback plans to protect value or helping to shape and affect a restructuring. We advise clients on strategies and actions to create, protect and realize value across the full spectrum of stressed or distressed transactions and industries, while helping leaders solve complex business challenges and achieve their goals. No two situations are the same, and our advice and approach is tailored to each set of circumstances and client. The Role As part of ambitious growth plans for our already successful Saudi business, we are looking for Associate Directors and Directors to join our Financial Advisory team in the Kingdom. Our Associate Directors and Directors have the opportunity to lead on a diverse range of engagements across different sectors and geographies, with responsibility for leading projects or key workstreams, managing junior staff and supporting senior leadership in client-facing delivery. Key Responsibilities Client service Lead and/or manage key parts of engagements, providing support to the Managing Director or often directly to the Senior Managing Director. Support client management teams in preparing and challenging business plans, short and/or longer term cash flow forecasts and restructuring plans. Providing cash management services to clients to identify working capital and other cash flow improvements

Vise is hiring a Senior Client Success Associate to join our Account Management Team. You'll be a go-to resource for our financial advisor clients and a key part of Vise's operational core — working directly with custodians and acting as the liaison between clients and our Engagement Managers, Trading, and Investment Strategy teams to keep account onboarding, implementation, and day-to-day execution running smoothly. In this role, you'll learn our platform and internal systems inside out, monitor and handle client account activity, support trading operations, and maintain data accuracy across multiple tools. It's a strong fit for someone who thrives in a fast-paced environment, takes pride in operational excellence, and is eager to grow in fintech and investment management. This role is onsite in our SoHo, NYC office. What You Bring On Day One Minimum of 3-5 years of client operations-related role in wealth management, investment management, or a related financial services environment Strong attention to detail with the ability to stay organized and prioritize in a fast-moving setting Clear and confident communicator with excellent verbal and written communication skills both inside the organization, as well as externally with clients and other third parties Intellectually curious, independently resourceful, and thrives in a goal-oriented environment Quick learner who can adapt to new tools, processes, and product updates with ease Team-focused mindset, eager to collaborate and take initiative with others to resolve problems Experience with custodian platforms (such as Charles Schwab and Fidelity) is preferred Comfortable working with programming languages and interfaces (such as SQL, Retool, and Snowflake) is a plus A no task too small mindset What You Will Own Support Engagement Managers and the Trading team in delivering a high-touch client experience by addressing inquiries related to trading, portfolio management, and onboarding Manage the end-to-end portfolio

Overview: The Institutional Client Growth team member will be responsible for driving growth, client engagement, retention, and account development across the Institutional client segment in India. This individual will serve as the primary relationship manager for key institutional accounts, ensuring proactive engagement, identification of new business opportunities, and delivery of a superior client experience. The role is critical to expanding the firm's presence within institutional clients, increasing wallet share, strengthening client relationships, and driving sustainable revenue growth. The incumbent will work closely with Sales, Research, Client Service, and Leadership teams to maximize account penetration and ensure the voice of the customer is reflected in business decisions. This is a hybrid position out of our Mumbai office. What You’ll Do: Client Relationship Management Manage and develop relationships with institutional clients across Private Equity, Venture Capital, Investment Banking, Corporates, Consulting Firms, and other strategic accounts. Conduct regular client outreach to understand business priorities, gather feedback, and identify opportunities for deeper engagement. Serve as the primary point of contact for key client stakeholders. Build strong executive-level relationships to improve client retention and expansion opportunities. Sales Growth & Revenue Expansion Drive growth across existing institutional accounts through proactive account management. Identify upsell and cross-sell opportunities and partner with sales leadership to convert opportunities into revenue. Develop account growth plans for strategic clients. Monitor account performance and recommend actions to improve client engagement and commercial outcomes. Client Engagement & Coverage Execute a structured client engagement program with high-frequency outreach across active accounts. Increase client coverage and interaction levels significantly above current

ROLE SUMMARY As a Business Consultant at Lynx, your primary role is to oversee our commercial projects, ensuring their successful journey from conception to full implementation. Your key responsibilities will encompass the entire project cycle, including defining critical milestones, resource planning, task allocation, mapping dependencies, and, most importantly, ensuring the timely delivery of results. You'll be the driving force behind our project execution, ensuring that our clients' objectives are met, and their expectations exceeded. If you thrive on taking ownership of projects and leading them to successful outcomes, we invite you to consider a career with Lynx. This role is a unique opportunity to contribute your project management expertise and make a tangible impact on our clients' businesses. Join us in delivering excellence one project at a time. WHAT THIS INVOLVES Accountability for end to end project delivery including commercial KPIs such as timely delivery, keeping within budget and at margin Leading all project stages including - contracting, scoping & kick-off, execution and post implementation reviews Collaborating with legal, business development, product and technical teams to ensure seamless execution Work with clients, technical staff and management to determine and resolve issues associated with project implementation Function as the liaison between our clients and our technical teams throughout the solution implementation cycle Building a strong relationship of trust and credibility with relevant client stakeholders both for the project and for Lynx as a company Build a motivating and collegiate working environment with the team aligned to our company’s core values To succeed in this role, you will need: A Bachelor’s Degree is required, preferably in a business discipline Experience in a Consultant role with Client Management and Project Management responsibilities Industry experience in the Healthcare or Pharmaceutical sectors either in

About Forma.ai: Forma.ai is a Series B startup that's revolutionizing how sales compensation is designed, managed and optimized. We handle billions in annual managed commissions for market leaders like Edmentum, Stryker, and Autodesk. Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy. We’re welcoming equally driven individuals who are excited about creating something big! About the Team: The Customer Operations team works closely with new and existing customers by implementing product features, managing the operational parts of the platform, and optimizing our client’s sales performance management processes. We are always ready to support and help our customers to identify ways they can unleash the revenue-driving potential of their sales compensation program. If you’re passionate about data analytics and want to contribute to sales operations, we’d love to hear from you! What you’ll be doing: Own the day-to-day customer relationship, building strong working relationships with senior client stakeholders across a portfolio of customers Act as an architect for a new customer, translating data inputs and required business logic into Forma rule / system logic, commission engine architecture and outputs Learn design of the company's platform to the extent of being able to independently complete updates, enhancements, and change requests Work with Forma.ai's Product and Engineering teams to articulate customer feedback that informs the priority of new product features and to implement new platform features to support continuous improvement and automation Manage customer expectations regarding deliverables and project timelines, ensuring Forma is positioned for success Develop a deep understanding of each client's strategic positioning, key products, business model, and strategic objectives. Be responsible

Overview : Guidepoint’s Business Development 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. Play a vital role in Guidepoint’s success. The Business Development team is looking for an entry-level Business Development Associate to further develop our business with major corporate institutions, F500 Corporations, Startups, etc. within the region . The Associate will be responsible for assisting in building a pipeline of prospects across a variety of industries. This is a hybrid position out of our London office . All applicants must have the right to work in the UK. What You’ll Do: Identify prospect clients and communicate Guidepoint's value proposition via email and telephone Build relationships and schedule meetings with clients and senior sales managers Map companies in order to identify target groups and job functions Utilize Guidepoint's brand to create and develop a robust pipeline of qualified prospects to help drive Guidepoint's commercial success Research target industries, sub-sectors and companies in order to understand their information/research needs and pain-points Work alongside senior sales professionals to provide engaging content for meetings with prospects and effectively articulate our value proposition Develop a strong knowledge and understanding of the competitive landscape Provide client/prospect feedback to sales and management What You Have: Bachelor’s degree with strong academic record and extracurricular achievement 1+ years of experience in a client-facing role, eg. sales, account management, client management, etc. Outgoing personality with the ability and willingness to make co

Overview : Guidepoint’s Business Development 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. Play a vital role in Guidepoint’s success. The Business Development team is looking for an entry-level Sales Development Representative to further develop our business with major corporate institutions, F500 Corporations, Startups, etc. within the region . The Associate will be responsible for assisting in building a pipeline of prospects across a variety of industries. This is a hybrid position out of our London office . All applicants must have the right to work in the UK. What You’ll Do: Identify prospect clients and communicate Guidepoint's value proposition via email and telephone Build relationships and schedule meetings with clients and senior sales managers Map companies in order to identify target groups and job functions Utilize Guidepoint's brand to create and develop a robust pipeline of qualified prospects to help drive Guidepoint's commercial success Research target industries, sub-sectors and companies in order to understand their information/research needs and pain-points Work alongside senior sales professionals to provide engaging content for meetings with prospects and effectively articulate our value proposition Develop a strong knowledge and understanding of the competitive landscape Provide client/prospect feedback to sales and management What You Have: Bachelor’s degree with strong academic record and extracurricular achievement 1+ years of experience in a client-facing role, eg. sales, account management, client management, etc. Outgoing personality with the ability and willingness to make

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 transactions 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. What You’ll Do As a Senior Associate, you will be a driver of engagement delivery with increasingly strong strategic insight. You will structure workstreams, manage teams, and deliver client-ready outputs while holding mid/senior-level client relationships. Engagements may include topics such as culture and leadership, organizational effectiveness, org design/operating model, talent/skills, and change. Key Responsibilities Lead defined workstreams or smaller engagements end-to-end, translating ambiguous client needs into structured approaches, actionable recommendations, and high-quality delivery Develop and test client-relevant insights through research, benchmarking, stakeholder input, and quantitative/qualitative analysis Own major portions of client-ready output, including research, benchmarking, deck development, and proposal materials, ensuring deliverables are clear, cohesive, executive-ready, and require minimal iteration Serve as the day-to-day liaison with client teams, navigating stakeholder needs with empathy and professionalism and escalating risks/concerns app

Overview: Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all 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. The Business Development team in our Dubai office is seeking an Associate to join and support with building a strong pipeline of prospects across multiple sectors. This is an exciting opportunity to make a tangible impact on Guidepoint’s growth while gaining exposure to a dynamic, global business model. What You'll Do: Conduct targeted outreach via calls and emails to activate new clients Build and nurture relationships between prospective clients and senior BD managers, scheduling meetings to advance opportunities Partner with senior BD team members to create compelling content and materials that clearly communicate Guidepoint’s value proposition Develop deep company and market knowledge to effectively articulate Guidepoint’s value to clients Research target industries, sub-sectors, and companies to identify their challenges and information needs Monitor and analyze the competitive landscape to inform sales strategies Share actionable client and prospect feedback with leadership to refine outreach What You Have: Bachelor’s degree with a strong academic record and extracurricular achievement 1-2 years of experience in Sales or Business Development in the Middle East Fluency in English, both written and spoken; Arabic proficiency is a plus Solid understanding of the full sales cycle, from lead generation to client relationship management Resilient, comfortable making cold calls and engaging stakeholders at all levels, including senior management Excellent communication & presentation skills, capable of engaging hig

Create world-class workplaces as you build your business development career. As an associate business development consultant at Gallup, you will gain expertise in consultative sales, consulting frameworks and account leadership. Working with high-achieving coworkers and experts, you’ll unlock your individual talents and develop knowledge, skills and expertise on workplace dynamics and issues. Your bold thinking, effective communication, commitment to excellence and inspiring influence will lead to lasting change for organisations. You’ll begin your career at Gallup by getting to know our business and clients as you support business pursuits and projects. Under the guidance of experienced consultants and business leaders, you will grow in pursuing prospective clients, creating sales strategies, diagnosing client needs, crafting comprehensive solutions and influencing leaders’ decision-making as you contribute to revenue targets for Gallup. Apply today to change your future — and, more importantly, your clients’ future. What You’ll Do As an associate business development consultant, you will partner with senior advisers to: Become proficient in Gallup’s offerings and services Support business leaders with proposals, pitches and marketing in the pursuit of new opportunities Grow into achieving your own consultative sales goals, with key metrics including bookings, revenue and client impact Use consulting frameworks to discover client needs Analyse data to uncover insights and deliver results-driven recommendations Manage detailed change initiatives and produce high-quality deliverables Collaborate to develop, present and facilitate executive sessions Learn how to design lasting solutions that foster growth and impact Influence decision-making by building deep client relationships Who We Want Growth drivers who pursue prospects with an entrepreneurial spirit and persuade others to say “yes” to new opportunities Client-obsessed management consultants who are self-mo

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Job Description: JLL is seeking a highly motivated and detail-oriented Senior Associate Accountant I for our Client Accounting Services team in Westmont, IL. This role involves managing complex accounting tasks, preparing property level financial statements, guiding more junior staff and supporting diverse clients. The ideal candidate has strong knowledge of accounting and analytical skills, and can work independently while also collaborating effectively within a team. This position offers growth opportunities in a dynamic environment, ideal for experienced accountants looking to advance their career in client-focused financial management and reporting. WHAT YOU’LL BE DOING Independently manage financial reporting processes including journal entries, financial statement preparation, actual to budget variance review and bank reconciliations in accordance with client requirements. Participate in monthly calls with JLL Property Management and clients Prepare timely and accurate monthly property financial statements for a complex multi-property portfolio for presentation to and by the deadlines established by JLL clients. C

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: As a member of the Account Management team, your mission will be to proactively grow our client relationships by building and implementing solutions to their critical supply chain challenges. This is the golden opportunity to help expand our business in Asia. You will also support our share of wallet expansion with existing clients while helping to define new targets in the Asia Pacific region. You will: Develop and launch new solutions that meet the needs of the largest and most complex global Freight Forwarding clients Focus on accelerating the growth of all services across the Flexport Portfolio including Air, Ocean, Trade Advisory, Customs, PO Management Partner with the destination team in the US and Europe to identify expansion opportunities with our existing accounts in order to grow Flexport’s share of wallet. Work cross-functionally – across Supply Chain Operations, Procurement, Account Solutions, ProServe, Implementation, Legal, Industry SMEs, and Trade and Financial Services teams – to develop and execute on the client strategies in a deliberate way that maximizes the outcomes. You will create alignment of executive level customer

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: Tired of the traditional operating model of the freight forwarding industry? Want to join the most disruptive force for good in global commerce? At Flexport, our mission to make global commerce so easy there will be more of it. We believe that global trade should work better for everyone. Over the last decade, we have grown faster than any freight forwarder in history by taking a technology first approach to the industry’s biggest challenges and building a team of passionate experts to transform global logistics. As a member of the Account Management team, your mission will be to proactively grow new and existing client relationships by building and implementing solutions to their supply chain challenges. This is the golden opportunity to help expand our business in Vietnam. You will: Develop and launch new solutions that meet the needs of the largest and most complex global freight forwarding clients. Accelerate the growth of all services across the Flexport Portfolio including Air, Ocean, Domestic and Cross-border Logistics, Trade Advisory, Customs, PO Management. Partner with global teams in North America, Europe an