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Account Consultant At Retail Insights in New York

193 active opportunities · Updated October 2026

Explore current account consultant at retail insights jobs in New York. Filter by work mode, employment type, experience, department, date posted and distance.

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📍 New York, New York, United States· Full-time
✓ High-confidence listingCompany trend -86%

$145K – $175K/yr

Quick readStrong listing-quality and freshness signals

Who We Are Notion is the collaborative AI workspace where teams and agents think together . We're building one place where your knowledge, projects, meetings, and AI tools live side by side, so work is faster, clearer, and less fragmented. Millions of individuals, small teams, and large companies run their work on Notion. Notinos (our employees) are customer zero in bringing this future of work to life. We care about craft, building things that last, and the belief that great work is still fundamentally human. Our goal isn’t to ship the next feature. Each and every team of Notinos is working to set the standard for how humans work together in the AI era. From building a business’s system of record to making and managing AI agents to automating away the busy work, we care deeply about giving our customers more time for their life’s work. About the Role: Notion is reimagining how customers adopt, expand, and realize value from software in an AI-native world. As an Outcomes Architect, you’ll be the build-beside partner who helps customers turn AI ambition into working systems inside Notion. You’ll own workflow adoption, value delivery, and renewal outcomes for a book of named accounts, with a focus on customers that are flat, at-risk, or need a stronger path to measurable impact. You’ll partner closely with Solutions Consultants on account strategy, expansion qualification, and planning, while directly shaping outcomes that strengthen customer partnerships and contribute to predictable revenue. If you’re someone who loves helping customers build workflows that solve real business problems—and you want to work at the intersection of AI, productivity, customer value, and revenue impact—this is the role. This role can be based in either San Francisco or New York City. We work from our offices on Mondays, Tuesdays and Thursdays (our Anchor Days) because we do our best thinking and building together in person. We’re looking for someone who’s excited to work alongside the te

RestAIGoRust
N
📍 New York, New York, United States· Full-time
✓ High-confidence listingCompany trend -86%

$180K – $240K/yr

Quick readStrong listing-quality and freshness signals

Who We Are Notion is the collaborative AI workspace where teams and agents think together . We're building one place where your knowledge, projects, meetings, and AI tools live side by side, so work is faster, clearer, and less fragmented. Millions of individuals, small teams, and large companies run their work on Notion. Notinos (our employees) are customer zero in bringing this future of work to life. We care about craft, building things that last, and the belief that great work is still fundamentally human. Our goal isn’t to ship the next feature. Each and every team of Notinos is working to set the standard for how humans work together in the AI era. From building a business’s system of record to making and managing AI agents to automating away the busy work, we care deeply about giving our customers more time for their life’s work. About The Role Notion is reimagining how customers adopt, expand, and realize value from software in an AI-native world. As an Outcomes Architect, you’ll be the build-beside partner who helps customers turn AI ambition into working systems inside Notion. You’ll own workflow adoption, value delivery, and renewal outcomes for a book of named accounts, with a focus on customers that are flat, at-risk, or need a stronger path to measurable impact. You’ll partner closely with Solutions Consultants on account strategy, expansion qualification, and planning, while directly shaping outcomes that strengthen customer partnerships and contribute to predictable revenue. If you’re someone who loves helping customers build workflows that solve real business problems—and you want to work at the intersection of AI, productivity, customer value, and revenue impact—this is the role. What You'll Achieve Drive workflow adoption and value realization for a book of named accounts ensuring your customers know how to deliver outcomes with Notion Contribute directly to NRR with predictable renewal and expansion pipeline and proactive product adoption for you

RestAIGoRust
P
📍 New York, New York, United States· Full-time
✓ Quality checkedCompany trend -72.3%

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. Our Fraud team's mission is to help companies detect and prevent fraud using financial network data. We believe that transaction patterns, device signals, and behavioral data are an underleveraged tool in fraud prevention. The Fraud Consulting Lead is responsible for building and maturing our retro-as-a-service and POC program and driving adoption of our fraud products. The role sits between our data team and the customer (i.e., the role will not build the models, but will need to understand the output well enough to clearly and compellingly present the business case and work with technical stakeholders and customers.) Responsibilities: Own the retro and POC process end-to-end and collaborate with customers and internal stakeholders at Plaid Partner closely with customers to help them understand the ROI of Protect and make recommendations for implementing our fraud products Drive post-retro follow-through to convert retro results into production usage Serve as a feedback loop between customers and product to drive our Protect roadmap Qualifications: 5-10 years of experience in a customer-facing analytical role in fintech, financial services, or a related domain (e.g., software/tech) Experience worki

A
📍 New York, NY, United States
✓ High-confidence listing
Quick readStrong listing-quality and freshness signals

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 Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa spons

A
📍 New York, NY, United States
✓ High-confidence listing
Quick readStrong listing-quality and freshness signals

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 Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa spons

DC
📍 New York, New York, United States· Full-time
✓ High-confidence listing

From $114K/yr

Quick readStrong listing-quality and freshness signals

Position Overview: The Solutions Sales Specialist will play an instrumental role in driving revenue growth for Diligent for both existing and new accounts for specialized products, with focus on Compliance (Entity Management and Managed Services). This position will collaborate with core selling teams, customer success, and other internal stakeholders to support the sales process. This role requires a strong understanding of corporate governance, legal entity management, and compliance workflows, paired with consultative selling skills and the ability to translate complex requirements into easy to understand, scalable SaaS solutions. Key Responsibilities Help generate strategic, product-focused pipeline in partnership with core sales teams. Lead discovery to understand customer goals and quantify the value of outcome-based GRC and Entity Management solutions. Advise on solution fit and make recommendations on how to best solution, working closely with SMEs, Solution Engineers and Professional Services. Co-run deals alongside core teams from start to finish. Recommend and present pricing and packaging aligned to customer values and desired outcomes. Support negotiations, security reviews, and procurement processes. Travel to customer sites to conduct strategic, on-site workshops and executive sessions. Partner with post-sale and adoption teams to support implementation and ensure a successful, value-driven customer outcome. Required Experience/Skills: 5+ years of experience in a technical sales, consulting or practitioner role, with a proven track record of success. Ability to build and maintain strong relationships with stakeholders at all levels, both internally at Diligent and within customer organizations. Strong commitment to continuous lear

AWSGitAIGo
A
📍 New York, NY, United States
✓ High-confidence listing
Quick readStrong listing-quality and freshness signals

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 an Account Executive to join our Sales Team! We are looking for a superstar to add to our ever expanding team. We are seeking an experienced, quota carrying sales performer who is looking to help grow Addepar to be the financial platform for the Finance Industry. The Account Executive will be responsible for growing new ARR for large RIAs’, Multi-Family Offices and Private Banks. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $108,000 - $135,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-base

AISalesforceFinance
A
📍 New York, NY, United States
✓ High-confidence listing
Quick readStrong listing-quality and freshness signals

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 Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development & Sales organization. Working very closely with Sales and key partners, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments. This is an exciting opportunity to generate and hunt for new business opportunities to fuel our growth across the wealth management, family office, private banking, and global investment management market segments. The ideal candidate will be passionate about finance and disruptive technology; have a sound eye for business and natural sales instincts; and be an eager, highly motivated, and tenacious self-starter. 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 Generate new business opportunities to fuel Addepar’s growth Create and prioritize strategic target account lists and account attack plans within a defined territory Research and build new account

AISalesforceFinance
N
📍 New York, NY, United States
✓ High-confidence listing
Quick readStrong listing-quality and freshness signals

#Team Nextdoor Nextdoor (NYSE: KIND) is the essential neighborhood network. Neighbors, public agencies, and businesses use Nextdoor to connect around local information that matters in more than 350,000 neighborhoods across 11 countries. Nextdoor builds innovative technology to foster local community, share important news, and create neighborhood connections at scale. Download the app and join the neighborhood at nextdoor.com . Meet your Future Neighbors Nextdoor Account Managers are a diverse, driven, and strategic group of client services and salespeople focused on connecting brands with our community of neighbors through our growing portfolio of advertising products. The team culture mirrors the larger business focus, relying on building trusted relationships both internally as well as with our partners. The team drives results for our brand partners while creating neighbor value. We're a purpose-driven company and we're recruiting like-minded client services professionals who are as passionate about customer value as they are professional growth, and building a culture of belonging. At Nextdoor, we operate in an AI-first environment and expect every team member to actively use AI tools as part of their workflow. We aren't looking for prompt engineers; we’re looking for people who use tools like Claude, Gemini, ChatGPT, and Glean to challenge their own thinking and take full ownership of AI-assisted outputs. We also offer a warm and inclusive work environment that embraces a hybrid employment model, blending an in office presence and work from home experience for our valued employees. The hiring team will go over these expectations with you if you are being considered for a role near one of our offices in San Francisco, Los Angeles, Chicago, Dallas, New York, and London. The Impact You’ll Make Nextdoor’s Account Management team helps advertisers by connecting them with our hyper-local community of neighbors across the United States through our native a

AICustomer Service
S
📍 New York, New York, United States· Full-time
✓ High-confidence listingCompany trend -92.9%
Quick readStrong listing-quality and freshness signals

At Snowflake, we are powering the era of the agentic enterprise. To usher in this new era, we seek AI-native thinkers across every function who are energized by the opportunity to reinvent how they work. You don’t just use tools; you possess an innate curiosity, treating AI as a high-trust collaborator that is core to how you solve problems and accelerate your impact. We look for low-ego individuals who thrive in dynamic and fast-moving environments and move with an experimental mindset — who rapidly test emerging capabilities to discover simpler, more powerful ways to deliver results. At Snowflake, your role isn't just to execute a function, but to help redefine the future of how work gets done. Our Enterprise sales team is expanding and we are seeking a qualified Account Executive with expertise in the industry. In this role you will use your creative prospecting skills to strategically pursue net new business and expand business for current customers. Your role will encompass prospecting, developing, and closing business within a timely manner while focusing on the clients’ requirements. This role is a unique opportunity to contribute in a meaningful way to high visibility, high impact projects. You will be successful in this role if you are able to act with autonomy, take accountability and be open to new perspectives and ideas. Our team carries a deep curiosity to learn and are always looking for innovative ways to meet and exceed our customers needs. AS AN ACCOUNT EXECUTIVE AT SNOWFLAKE YOU WILL: Become an expert on Snowflake’s product and conduct discovery calls, customized demos, and presentations to prospective customers Be the trusted advisor to the customer by understanding their existing and future IT roadmap to drive the Snowflake solution within the marketplace Prospect qualification and the development of new sales opportunities and ongoing revenue streams Land, adopt, expand, and deepen sales opportunities with accounts in your region Achieve sales q

A
📍 New York, NY, United States
✓ High-confidence listing

$100K – $155K/yr

Quick readStrong listing-quality and freshness signals

Altana is the network for trusted trade. Our AI-powered product network empowers governments and businesses to build a more resilient and secure global economy while keeping trade flowing. The Opportunity at Altana As we continue to scale our Logistics business we are seeking a dynamic and experienced Account Executive to join our team in London, UK or New York, US. As an Account Executive at Altana Technologies, you'll be at the forefront of our sales initiatives, playing a crucial role in growing our footprint with Logistics Service Providers. You'll be working closely with various teams, including Account Management, Product Management, and Marketing to drive sales cycles and build new business pipelines. Your Responsibilities Develop detailed sales plans and sales forecasts Drive active sales cycles while building new business pipeline through prospecting and relationship building with mid-sized Logistics Service Providers Manage a large portfolio of Logistics Service Provider accounts from Ocean Liners to Customs Brokers. Summarize product feedback gathered from customer meetings and act as advocate for our customers with internal development and product teams Maintain up to date knowledge of logistics industry, Ability to sell across multiple Lines of Business simultaneously (IT, Procurement, Transportation, Supply Chain/Logistics), Travel to meet with clients, prospects and partners About You Experience working with a fast-growth technology company, strongly preferred 5+ years of Enterprise Software sales experience is required Passionate about the supply-chain and logistics/transportation space. Excellent presentation skills, with the ability to communicate effectively to both technical and executive audiences, whether it's an impromptu whiteboard discussion or a prepared presentation and demo. Ability to be strategic, but still roll up your sleeves to accomplish what needs to be done Highly organized with a strong sense of urgency to meet deadlines Ability

AISupply ChainLogisticsProcurement
V
📍 New York, New York, United States· Full-time
✓ High-confidence listing

From $50K/yr

Quick readStrong listing-quality and freshness signals

VTS is looking for an intelligent, self-motivated sales professional to join our team as an Account Executive in our New York office. Our Account Executives are hard working, coachable, curious, adaptable and take a process-oriented approach to closing new business on a quarterly basis. If this describes you and being at the forefront of innovation in the world’s second largest asset class, then we want you on our team! As an Account Executive at VTS, you’ll lead net-new customer acquisition across strategic, high-value accounts. This role is designed for a consultative seller who thrives in complex sales cycles, can operate at the executive level, and consistently closes large, multi-year deals. You will own the full sales lifecycle—from prospecting and discovery through negotiation and close—while partnering closely with Sales Development, Solutions Engineering, Product, and Leadership To thrive in this role you must be driven, and possess an eagerness to learn. A high level of accountability towards a quality work product. You value collaboration, engaging cross-functional partners to solve challenges to ensure the best strategy is applied to the client. You should possess a natural curiosity and desire to understand the business, customer insights, and real estate industry. ** Please note that this opportunity is located in New York, NY, and requires this hire to work from our office 4 days a week. ** What Makes This Job Awesome? Help bring Commercial Real Estate into the 21st Century - map customer’s key issues to our solution Become an expert on the VTS product suite and value proposition (focus on driving tenant experience outcomes on an asset level through VTS RIse) Present to C-level executives on the value of the VTS solution through product demonstrations in person and via web tools Represent VTS and evangelize our vision through in-market events, industry groups, and CRE specific initiatives Prospect, nurture, and close new business&nbs

AIGoExcelSalesforce
V
📍 New York, New York, United States· Full-time
✓ High-confidence listing

From $90K/yr

Quick readStrong listing-quality and freshness signals

VTS is the category leader in commercial real estate technology with more than 13 billion square feet managed on our platform globally. Every account in your book represents an opportunity to expand how some of the largest owners and operators in the industry leverage technology to modernize their portfolios. As an Account Manager, you will work directly with leadership while helping drive the next phase of growth at VTS. You will own expansion revenue across a portfolio of 60 to 80 SMB and lower mid market commercial real estate accounts. Your job is simple: generate and close net new revenue within your book. That means identifying whitespace, creating urgency, and running multiple deal cycles simultaneously, not waiting for opportunities to come to you. This is not a support role. Renewals and adoption are handled separately. You own the commercial motion including upsells, cross sells, and new product expansion, with a direct quota and meaningful upside for top performers. Here’s what you can expect as an Account Manager: Proactively identify expansion opportunities across your book using product usage data, account signals, and direct customer conversations. Run 30 to 60 day deal cycles across multiple accounts simultaneously. Build relationships with decision makers and navigate 1 to 3 stakeholder buying groups to close opportunities. Maintain a disciplined pipeline with accurate forecasting and clear next steps on every active deal. Partner closely with Customer Success and Sales while maintaining ownership of the commercial opportunity. Create urgency and momentum across active deals instead of reacting to inbound demand. What makes you a great fit? 2-4 years in a quota carrying B2B SaaS role across account management, SMB sales, or expansion focused customer roles. Demonstrated success sourcing and closing expansion revenue independently. Experience managing a high volume book of business with strong organizat

ReactAIGoExcel
Z
📍 New York, United States· Full-time· Remote
✓ High-confidence listing

From $120.8K/yr

Quick readStrong listing-quality and freshness signals

Zscaler (NASDAQ: ZS) accelerates digital transformation so customers can be more agile, efficient, resilient, and secure. The Zscaler Zero Trust Exchange™️ platform protects thousands of customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location. Distributed across 160+ public exchanges globally and thousands of private exchanges at the edge, the SASE-based Zero Trust Exchange is the world’s largest in-line cloud security platform. We believe the future of work is Human + AI and are building an AI-native enterprise where human potential is amplified by machine intelligence to solve the world’s hardest security challenges. Driven by deep customer obsession, we are committed to the mission, outcome, and to each other. We bring these commitments to life through three core behaviors: ownership and collaboration, trust through outcomes and impact, and a challenge culture with ongoing feedback. Ready to make an impact at the company pioneering security transformation in the AI era? Join us at Zscaler. About the Role We are looking for an Account Executive to join our Sales and Go-to-Market team. This role is based in New York, reporting to the Regional Director. You will be part of a global group of professionals passionate about delighting our customers, nurturing trusted partnerships, and sharing expertise to drive a secure, cloud-enabled digital future. By demonstrating the power and agility of cloud transformation, you will help cement our position as the world leader in cloud security. What you’ll do (Role Expectations) Build relationships with important internal and customer stakeholders, including c-suite decision-makers Create a long-term account strategy aligned with customer goals Collaborate with internal teams to meet customer needs and contribute to comprehensive account planning Act as a trusted advisor by understanding client businesses and aligning technical solutions with their strategic goals W

AWSGitAgileAI
B
📍 New York, New York, United States· Full-time
✓ High-confidence listing

$122K – $152.5K/yr

Quick readStrong listing-quality and freshness signals

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Sales at Brex Sales is the growth engine at Brex. We bring in new customers, expand existing relationships, and drive the company’s bottom line. With unlimited territories and uncapped opportunity, your ambition sets the ceiling. We win together, celebrate often, and reward performance. If you want to sell a category-defining product with real ownership, this is your team. What you’ll do As an Account Executive, you will be working with founders, co-founders, C-Suite Executives, controllers, and VP’s of Finance to continue generating net-new revenue and growing the Brex brand. You will manage a full pipeline and ensure success on every level. Where you’ll work This role will be based in our New York office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week, Mo

AIGoRustAccounting
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