Account Planning And Success Manager in United States

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 We're looking for a Senior Billing Operations Specialist to partner closely with Finance, Customer Experience, BI and Product to give billing a single, accountable owner. This is a true partnership across teams: you'll bring order and control to billing operations while continuously raising the bar for how accurate, explainable, and responsive Pontera's billing is for every customer. Billing at Pontera has outgrown the informal, all-hands-on-deck model that carried it so far - it now touches customer trust, adoption, and executive relationships, not just back-office accuracy. You're the connective tissue across the entire billing lifecycle - the person every other function turns to when something needs to actually get resolved, not just flagged. That means owning billing file validation before release, payment and check reconciliation, credits and refunds end to end process; being the Finance point of contact for all US based teams who they can rely on for any customer-impacting billing issue. The ability to serve as the busi

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

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 a highly skilled and motivated IT Specialist to join the Global IT team and lead IT operations for the New York office. As part of Pontera’s Global IT organization, this position works closely with Infrastructure, Security, R&D, and Operations teams to support secure, stable, and scalable IT operations across the company. Serving as the primary IT owner for the NY office, the role is responsible for employee support, office infrastructure, endpoint management, SaaS administration, identity operations, and operational continuity in a fast-paced fintech environment. Responsibilities include hands-on operational support, infrastructure administration, endpoint and security operations, project execution, and cross-functional collaboration. The ideal candidate is a highly independent IT professional capable of managing operational responsibilities while collaborating within a global IT organization. RESPONSIBILITIES Onsite IT Operations & Employee Support Serve as the primary onsite IT owner for the NY office

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

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

Position Overview Diligent is looking for an experienced GRC Advisor to join the team and work on Key accounts to drive adoption and retention and identify areas for expansion within our platform. This position will leverage our GTM, and value drivers established through combining people, process, and technology. If you are anything like the talented GRC Advisors at Diligent then this feeling you have, might be the desire to serve others- but you are blinded by the limits placed on you in your current role. The Client Success Advisor role is key to Diligent’s Customer Success retention strategy. Key Responsibilities Provide guidance and best practices on configuring, customizing, and optimizing the functionality of the GRC platform and modules to align with clients’ business processes and objectives. Conduct in-depth assessments of clients’ GRC requirements, objectives, and challenges to recommend tailored solutions to address their business needs and goals. Collaborate with clients on internal roadmaps, governance, risk, and compliance requirements to be implemented within Diligent’s platform. Ensure proper understanding and adoption of the platform solutions to identify at-risk clients and help increase usage of the software and modules. Partner closely with internal Product, Customer Success, Support, and Sales teams to drive continuous improvement of the platform based on client use cases. Monitor industry trends, regulatory developments, and emerging best practices in the GRC landscape to proactively share insights and recommendations with clients from a subject matter expert perspective. Required Experience/Skills Minimum of 5-7 years of experience in a client-facing role within the legal, audit, risk, or compliance industry. Adaptive mindset and ability to drive out a meaningful path to how our customers see tangible business

Become a part of our caring community The Group Sales Representative works with brokers, agents and consultants as an Ancillary Group insurance product expert. Will work with new and existing accounts with 50+ eligible employees. The Group Sales Representative discovers, develops, and maintains benefits brokerage relationships that result in the ongoing sales and retention of Humana's Group benefit products for distribution in a specific region. The Group Sales Representative will be held accountable for the achievement of production through tenacious broker development. Brokers should view them as the benefits experts for all products that the executive will sell in the given territory. You will deliver organized, polished presentations of solutions, with benefits tied to the employer's business needs. Will develop and execute a comprehensive strategic plan that results in increased sales and maximized profitability by maintaining and expanding penetration of existing products and cross selling other Humana products. Job Responsibilities Develops new business opportunities and implements strategies necessary to attain sales objectives through consultative selling, issue resolution and superior service. Manages complex negotiations. Positions products, rate levels, and expanded product portfolios to increase sales and maximize revenue. Develop and maintain multiple benefits brokerage and consultant relationships within assigned territory. Collaborates with internal partners and/or external constituents to uncover profitable growth and cross-sell opportunities within new or existing customers and to support post-sale activities. Coordinates finalist presentations and sales seminars, testimonials and works with subject matter expert in support of the successful delivery of constituent presentat

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients’ best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services. Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We’ll enable growth and progress together. Position Overview

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

About the Team OpenAI Finance ensures the organization is positioned for long-term success as we pursue our mission. The Order to Cash (OTC) team oversees the end-to-end flow of commercial transactions from order intake and provisioning through billing, collections, credit risk, accounts receivable operations, and cash application. The team focuses on accuracy, compliance, operational discipline, and a high-quality customer experience. About the Role We are hiring for the Senior Credit & Collections role to support OpenAI's global receivables operations, with a focus on white-glove support for premier and strategic accounts across the U.S. and key regional areas of AR work, including standard operating procedures, payment methods, customer portals, disputes, cash application handoffs, escalations, and emerging go-to-market channels. In this role, you will manage complex customer accounts, guide priority AR workstreams, support credit reviews, and partner cross-functionally with Sales, Customer Success, Billing Operations, Deal Desk, Legal, Accounting, Cash Application, Finance Systems, and external partners. You will help improve cash collections, reduce aging, support responsible credit decisions, and maintain a strong customer experience across sensitive, high-value, and operationally complex relationships. This role is based in San Francisco, CA. We use a hybrid work model of 3 days in the office per week and offer relocation assistance to new employees. In This Role, You Will Manage a portfolio of premier, strategic, and high-touch customer accounts across the U.S. and key regional AR work areas, ensuring timely collections, clear communication, and a white-glove customer experience. Support collections coverage across key regional areas of AR work, including payment follow-up, documentation requirements, portal submission workflows, tax or invoicing considerations, dispute coordination, and escalation management. Support new channel success, including marke

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary The primary responsibility of an Inventory Control Coordinator – Specialty Returns is the daily processing of patient returns. This includes evaluating both authorized and unauthorized returned patient shipments to determine if products will be credited to the patients accounts and if the products can be returned to stock, reshipped to patients, returned to the manufacturer, or destroyed. Additional responsibilities include: - Documenting daily returns by notating patient accounts and updating appropriate systems. - Monitoring pump inventory for issues and scheduled maintenance. - Receiving manufacturer replacement product and noting patient accounts. - Reviewing received manufacturer recalls and taking appropriate actions. - Supporting the Materials Management team as needed. Required Qualifications • One year experience in a pharmacy environment. • One year computer experience in a Windows based system. • Valid state pharmacy technician or technician trainee license. Preferred Qualifications • Excellent organizational skills. • Attention to detail. • Excellent communication and interpersonal skills. • Ability to work in a team environment. • Ability to work independently. • Excellent math aptitude. • Excellent problem solving skills. • Ability to lift

Field Technical Support Representative Description - This role is responsible for improving the customer experience by providing installation information, addressing challenges, and delivering software services across pre-sales, post-sales, and service delivery support. The role caters to diverse customer needs, offering tailored solutions to complex accounts. The role employs proactive monitoring techniques, offers site support for break-fix activities, and provides expertise in resolving complex issues. The role also coordinates departmental work, mentors the team, identifies improvement opportunities, and fosters positive working relationships. Responsibilities • Enhances customer experience by providing a comprehensive overview of installation activities, site-specific information, and access to relevant contacts. • Addresses customer-relation challenges promptly and effectively, delivering guidance and escalating issues according to established protocols. • Offers software services encompassing pre-sales, post-sales, and service delivery support, catering to diverse customer needs. • Delivers services, including tailored solutions, to large enterprise, complex, or corporate accounts, addressing their specific requirements. • Utilizes proactive monitoring techniques and tools to identify opportunities for preventing problems and enhancing customer experiences. • Provides site support for customer break-fix activities, offers technical assistance to third-party and authorized service providers, and leads onsite escalation support when needed. • Applies extensive knowledge, resolves complex issues, and recommends improvements through creative and effective approaches. • Coordinates departmental work, mentors the team, and serves as an escalation point for different issues in the related area of work. • Identifies opportunities for

The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities: Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect a

We anticipate the application window for this opening will close on - 27 Sep 2026 Careers that change lives start here. Medtronic is a global leader in healthcare technology with a Mission to alleviate pain, restore health, and extend life. Our 95,000 employees work across more than 150 countries to put patients first — developing innovative medical technologies that improve the lives of 72+ million patients each year. Your unique talents will help shape the future of healthcare while building a career grounded in purpose, growth, and impact. A Day in the Life We are seeking a committed professional to join our team. While this is a remote position not located at a physical Medtronic site, the candidate hired will be required to reside within the territory and drive to multiple accounts throughout the region. A valid driver's license is essential for this role. As one of three comprehensive portfolios at Medtronic, Neuroscience is dedicated to improving the lives of people living with neurological disorders, spine conditions, and chronic pain. Guided by our Mission—to alleviate pain, restore health, and extend life—we develop technologies and therapies that help people regain function, reduce pain, and return to the activities that matter most. Our Neuromodulation Operating Unit provides advanced therapies for chronic pain, movement disorders, and other neurological conditions. Through spinal cord stimulation, deep brain stimulation, and targeted drug delivery systems, we deliver personalized treatments that restore function, reduce symptoms, and improve quality of life worldwide. This role will be part of our Deep Brain Stimulation (DBS) Clinical team. Our DBS devices send electrical signals within the brain that can help reduce symptoms of certain disorders or disease. O