Account Manager Mid Market in New York

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam. About the Team Plaid's go-to-market teams combine deep product and industry knowledge to bring Plaid to an ever-broadening set of businesses. We believe every company — and especially banks themselves — can benefit from better technology and access to data, and that consumers benefit when the products available to them are powered by the best in open banking technology. The Banking & Wealth segment is one of Plaid's fastest-growing and most strategic investment areas, serving community banks, credit unions, regional financial institutions, wealth management firms, and marquee financial institution logos. The segment spans both new business sales and ongoing account management, and works closely with key ecosystem partners across use cases including online account opening, consumer lending, asset verification, and fraud prevention. Role Overview Plaid is looking for a proven revenue leader to own and grow our Banking & Wealth segment end-to-end — holding full P&L responsibility across an organization spanning both sales (Account Executives and first-line AE Managers) and account management. This is a foundational, highly visible leadership role for someone who is a buil

About Pinterest: Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we’re on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product. Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other’s unique experiences and embrace the flexibility to do your best work. Creating a career you love? It’s Possible. At Pinterest, AI isn't just a feature, it's a powerful partner that augments our creativity and amplifies our impact, and we’re looking for candidates who are excited to be a part of that. To get a complete picture of your experience and abilities, we’ll explore your foundational skills and how you collaborate with AI. Through our interview process, what matters most is that you can always explain your approach, showing us not just what you know, but how you think. You can read more about our AI interview philosophy and how we use AI in our recruiting process here . About tvScientific by Pinterest We are the first CTV advertising platform purpose-built for performance marketers. For brands and app developers, we bridge the gap between massive TV reach and granular User Acquisition (UA) metrics. Built by ad-tech veterans, our platform combines media buying, optimization, and MMP attribution to help consumer brands automate CTV campaigns, drive app installs, and maximize Return on Ad Spend (ROAS). As a Lead Client Partner, you’ll leverage your experience in performance marketing and digital advertising to champion the value of our product, empowering brands, companies, and agencies to achieve their advertising objectives through the power of CTV. Day to day, you'll strategically manage named account lists (NALs) within your industry vertical to drive targeted engagement and revenue growth. Currently, we are l

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

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is seeking an exceptional Advisor Success Manager to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets. The ASM role is built for a proactive professional who thrives on "closing focus" and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform. Role Purpose The primary mission of the ASM is to accelerate the "0 to 5" client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered a

WHAT IS BOX? Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. We help companies thrive in the new AI-first era of business. Founded in 2005, Box simplifies work for leading global organizations, including JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. By joining Box, you will have the unique opportunity to continue driving our platform forward. Content powers how we work. It’s the billions of files and information flowing across teams, departments, and key business processes every single day: contracts, invoices, employee records, financials, product specs, marketing assets, and more. Our mission is to bring intelligence to the world of content management and empower our customers to completely transform workflows across their organizations. With the combination of AI and enterprise content, the opportunity has never been greater to transform how the world works together and at Box you will be on the front lines of this massive shift. WHY BOX NEEDS YOU Box is transforming how the world works together. Our Enterprise Sales team is expanding, and we’re hiring a high-impact Enterprise Account Executive to drive net-new logo acquisition across the Insurance vertical. This is a hunter role owning a white-space territory—prospecting into large, complex enterprises, building executive relationships, and closing multi-stakeholder, enterprise-wide deals. You’ll shape repeatable Insurance industry go-to-market motions while partnering cross-functionally to help customers securely manage, govern, and collaborate on their most critical content. If you thrive on opening doors, navigating ambiguity, and creating measurable business outcomes, this role offers visibility, growth, and the chance t

About the Team The Commercial Sales team helps growing businesses adopt OpenAI’s products and translate emerging AI capabilities into meaningful business outcomes. We work with customers across industries and use cases, helping them evaluate, deploy, and expand their use of ChatGPT and the OpenAI API. Our team partners closely with Growth, Product, Finance, Legal, Revenue Operations, and other cross-functional teams to create a high-quality customer experience and build a scalable commercial sales motion. About the Role We are looking for an Account Director to own customer relationships and the commercial process across the SMB segment, from initial discovery through close and expansion. This is a fast-moving, high-ownership role that combines consultative selling, technical curiosity, and disciplined execution. You will build and manage pipeline, help customers connect their business priorities to OpenAI’s products, and navigate technical, commercial, and executive stakeholders throughout the buying process. You will also play an important role in shaping how OpenAI serves commercial customers by sharing market insights, improving our sales motion, and helping the team build repeatable approaches that support responsible and successful adoption. This role is based in New York NY. We use a hybrid work model of 3 days in the office per week and offer relocation assistance to new employees. Occasional travel will be required. In this role, you will: Own commercial opportunities from qualification through close, onboarding, and expansion. Build and manage a healthy pipeline across inbound, outbound, and existing customer opportunities. Lead thoughtful discovery conversations and translate customer priorities into compelling use cases for ChatGPT and the OpenAI API. Develop trusted relationships with business, technical, and executive stakeholders throughout the customer organization. Navigate complex commercial processes in partnership with internal teams, including P

About Us Small businesses are the backbone of the US economy, comprising almost half of the GDP and the private workforce. Yet, big banks don’t provide the access, assistance and modern tools that owners need to successfully grow their business. We started Novo to challenge the status quo—we’re on a mission to increase the GDP of the modern entrepreneur by creating the go-to banking platform for small businesses (SMBs). Novo is flipping the script of the banking world, and we’re excited to lead the small business banking revolution. At Novo, we’re here to help entrepreneurs, freelancers, startups and SMBs achieve their financial goals by empowering them with an operating system that makes business banking as easy as iOS. We developed modern bank accounts and tools to help to save time and increase cash flow. Our unique product integrations enable easy access to tracking payments, transferring money internationally, managing business transactions and more. We’ve made a big impact in a short amount of time, helping thousands of organizations access powerfully simple business banking. Why Novo? • Novo is a rapidly growing series B fintech startup with a mission-driven team that’s passionate about helping every small business in America • Positive, inclusive, supportive culture cheering you on your journey • We work with very new technologies and architecture patterns • Offices in NYC and India Role Summary The Senior Manager, Customer Support & Success is the strategic owner of Novo's most critical 1:1 customer touchpoints - from complex escalations and collections recovery to a proactive customer success motion you’ll get to build from scratch. This is a player-coach role: you will lead a small, high-performing team while staying close to the work yourself. You will operate with significant autonomy, bring consistency and customer obsession, and shape what this function looks like two to three years from now. About the Role Escalations & Collections — Raise th

Company Description Novo is a venture-backed fintech that simplifies banking for small businesses. Since our Fall 2018 beta launch, we've expanded offerings from free checking accounts and debit cards to lending products, business tools (invoices, bookkeeping, and more), and integrations.Today , Novo is a powerfully simple banking platform that serves over 250,000 small businesses. In addition to providing smart tools built for entrepreneurs to better run and grow their businesses, Novo has processed billions in transactions in partnership with a number of established banking partners. Our vision is to be the go-to platform serving small businesses – from launch to everyday – so business owners can focus on growing, while Novo provides seamless money movement, money storage, and access to capital. We'd like to look back 5–10 years from now and know that we helped new generations of small businesses succeed because of the work we did at Novo. Novo raised $170 million in venture capital and is backed by leading investors, including Stripes, Valar Ventures, Crosslink Capital, and Notable Capital (formerly GGV). Learn more at https://www.novo.co . Role Description Novo is seeking a highly experienced and motivated product manager to own and scale our core banking experience — the accounts, money movement, cards, and program infrastructure that power banking for over 250,000 small businesses. This role is critical to ensuring the reliability, usability, and depth of the products at the heart of Novo, supporting our rapidly expanding customer base and business operations. The ideal candidate is a hands-on product leader who can set product direction for complex, regulated financial products, partner closely with Engineering, Design, Risk, and Compliance, and work hand-in-hand with banking partners to ship reliable, secure, high-quality experiences within a dynamic, regulated fintech environment. Responsibilities Product Strategy & Leadership Own the strategy, roadmap,

Company Description Novo is a venture-backed fintech that simplifies banking for small businesses. Since our Fall 2018 beta launch, we've expanded offerings from free checking accounts and debit cards to lending products, business tools (invoices, bookkeeping, and more), and integrations. Today, Novo is a powerfully simple banking platform that serves over 250,000 small businesses. In addition to providing smart tools built for entrepreneurs to better run and grow their businesses, Novo has processed billions in transactions in partnership with a number of established banking partners. Our vision is to be the go-to platform serving small businesses – from launch to everyday – so business owners can focus on growing, while Novo provides seamless money movement, money storage, and access to capital. We'd like to look back 5–10 years from now and know that we helped new generations of small businesses succeed because of the work we did at Novo. Novo raised $170 million in venture capital and is backed by leading investors, including Stripes, Valar Ventures, Crosslink Capital, and Notable Capital (formerly GGV). Learn more at https://www.novo.co . Role Description Novo is seeking a Senior Product Manager to own the platform surface area that connects, activates, and deepens value for small businesses in their first 90 days and beyond. This role spans our DDA onboarding to funding activation funnel, invoice workflow, external integrations ecosystem — three interconnected surfaces that together determine whether a new Novo customer becomes an engaged, transacting one. The role will also explore how to apply AI to enhance how SMBs interact with Novo. The ideal candidate is a hands-on product leader who combines platform and tooling depth with a growth mindset: someone who can own complex product workflows end-to-end, run rigorous experimentation, and is comfortable getting their hands dirty in LLMs. This is a high-impact, high-visibility role at the intersection of product

Client Success is the front line of VTS’s retention engine. As a Senior CSM, you aren't just managing accounts—you are partnering with executive leaders at the most influential commercial real estate firms on the planet to transform how their businesses operate. With the support of powerful data-driven workflows and advanced VTS AI tools , you will own relationships with our largest, most complex clients. You’ll act as a strategic powerhouse, driving high-level product engagement, pioneering adoption strategies, and ensuring value realization across our entire ecosystem. Simply put, when our Senior CSMs success, the world’s leading CRE giants scale and thrive with us. ** Please note that this opportunity is located in New York, NY, and requires this hire to work from our office four days a week. ** What you can expect as a Senior Client Success Manager: This isn’t your typical CSM role. At VTS, you’ll join a high-impact, AI-augmented CS team that’s rethinking how modern enterprise client success is executed. You will: Build Elite Partnerships: Establish deep, "trusted advisor" relationships with executive sponsors, asset managers, and senior decision-makers across the country, aligning VTS with their ultimate macroeconomic business goals. Drive Strategic Value Realization: Move far beyond simple onboarding; you will serve as a core change leader, proactively identifying workflow gaps and challenging enterprise clients when necessary to maximize their ROI. Command Retention: Partner hand-in-hand with Sales and senior leadership to lease Executive Business Reviews (EBRs), dictate retention strategies, and identify expansion and upsell opportunities. Collaborate Within a Coordinated Ecosystem: Seamlessly orchestrate cross-functional initiatives alongside Sales, Implementation, Marketing, and Product teams to ensure an elite, unified client experience. Be the Voice of the Customer: Serve as the ultimate internal advocate, channeling critical product feedback

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

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. Engineering at Brex Engineering at Brex is about building systems that scale with speed and intention. Our teams span Software, Data, Security, and IT, and operate with high autonomy and deep collaboration. We tackle hard technical problems, own our outcomes, and push for excellence at every level — from architecture to deployment. It's an environment where engineering is a craft, and builders become leaders. What you'll do The Bill Pay team is a high-functioning, product led team supported by product and design, building and leading the next generation of Accounts Payable (AP) software. We’re looking for an engineering leader to have strong opinions on technical design and the willingness and eagerness to jump on customer calls. This is one of the most important roles in Brex engineering as it perfectly sits between our Expense Management and Banking products. This is a founder-shaped problem: the domain is es

WHAT IS BOX? Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. We help companies thrive in the new AI-first era of business. Founded in 2005, Box simplifies work for leading global organizations, including JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. By joining Box, you will have the unique opportunity to continue driving our platform forward. Content powers how we work. It’s the billions of files and information flowing across teams, departments, and key business processes every single day: contracts, invoices, employee records, financials, product specs, marketing assets, and more. Our mission is to bring intelligence to the world of content management and empower our customers to completely transform workflows across their organizations. With the combination of AI and enterprise content, the opportunity has never been greater to transform how the world works together and at Box you will be on the front lines of this massive shift. WHY BOX NEEDS YOU We need strong sellers to help new Financial Services customers realize their digital transformation goals while evolving how our current customer base leverages Box. By joining the Box Enterprise Sales team you will have an opportunity to work alongside our senior sales leaders and our most strategic customer base within banking and wealth management. WHAT YOU'LL DO Source and close net new logos within a given territory within the Financial Services vertical, specifically across Retail Banking, Capital Markets, and Wealth & Asset Management institutions Research and understand your customers and prospects to gain insight into their business challenges and Box value proposition Influence and drive the sales pr

WHAT IS BOX? Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. We help companies thrive in the new AI-first era of business. Founded in 2005, Box simplifies work for leading global organizations, including JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. By joining Box, you will have the unique opportunity to continue driving our platform forward. Content powers how we work. It’s the billions of files and information flowing across teams, departments, and key business processes every single day: contracts, invoices, employee records, financials, product specs, marketing assets, and more. Our mission is to bring intelligence to the world of content management and empower our customers to completely transform workflows across their organizations. With the combination of AI and enterprise content, the opportunity has never been greater to transform how the world works together and at Box you will be on the front lines of this massive shift. WHY BOX NEEDS YOU We need strong sellers to help new customers realize their digital transformation goals while evolving how our current customer base leverages Box. By joining the Box Enterprise Sales team you will have an opportunity to work alongside our most senior sales leaders and our largest customer base. WHAT YOU'LL DO Source and close net new logos within a given territory in the Enterprise segment Research and understand your customers and prospects to gain insight into their business challenges and Box value proposition Influence and drive the sales process while managing through multi-layer stakeholders in Enterprise organizations Exercise judgment in selecting methodologies, techniques and ev

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam. Fraud Data is the data science and machine learning team within Plaid’s Fraud organization, responsible for using data and ML to improve and scale Plaid’s fraud products. Within Fraud Data, the Customer & Product Intelligence team focuses on understanding product performance, uncovering customer insights, and enabling go-to-market teams with data-driven solutions. The team partners closely with customers and GTM teams on fraud analyses and proofs of concept, turning customer learnings into scalable, reusable product capabilities. We also build the metrics, analytics, and data foundations that measure product health, identify opportunities for improvement, and guide product decisions across Plaid’s Fraud portfolio. As a Data Science Manager, you will lead a team responsible for customer-facing data science and Fraud product analytics. You will set the team's roadmap, develop its data scientists, and remain involved in analytical methods, technical reviews, and customer investigations. You will: Set a 6–12-month roadmap with Product, Engineering, and GTM, and assign priorities and responsibilities across the team. Define product metrics, their underlying data, and reporting and