Client Account Manager in New York

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 As a Mid-Market Account Executive, you will lead the sales process for some of the fastest growing and disruptive Broker-Dealers and RIAs in the space (50+ financial advisors). You will be in a high-impact role with CEO-level visibility, tasked with bringing in clients capable of changing our company’s trajectory. This job is being made available at an incredibly important time in Pontera’s trajectory, and there are many reasons it’s a great opportunity: a product with an immediate, measurable revenue impact for the client (share of wallet growth), a massive addressable market, and dominant category leadership in professional 401(k) management. There is a ton of greenspace. And we are looking for someone with grit, resiliency, and professionalism to capture this incredible opportunity. RESPONSIBILITIES Lead multi-threaded sales processes across C-Suite, Compliance, InfoSec, Legal, and Field Leadership. You own the deal from initial conversation through negotiation and close. Map the buyers of our prospects. Understand the goals, pl

As a Mid-Market Account Executive on our Commercial Sales team, you will assist in Datadog’s overall business growth by strategically engaging and closing net-new customers across mid-to-large size markets. Sellers follow a well-defined methodology, collaborate with internal stakeholders, identify the customer's unique needs, and clearly convey the value of the Datadog product. Mid-Market reps have the opportunity to grow their careers in Sales and continue contributing to Datadog team success. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Focus entirely on net-new logo acquisition Convert inbound leads to closed opportunities Leverage tools such as Sales Navigator and DiscoverOrg Strategically prospect into Chief Technology Officers, Engineering/IT Leaders, and technical end users Collaborate with Sales Development Representatives to drive top of funnel activity Manage the full sales cycle, including negotiations and on-site technical demonstrations Datadog values people from all walks of life. We understand not everyone will meet all the above qualifications on day one. That's okay. If you’re passionate about technology and want to grow your experience, we encourage you to apply. Who You Are: Experienced in hunting and closing net new logos Able to strategically map out and break into accounts Curious, motivated, and driven as a sales person Bold on the phones and creative in your emails Able to sit up to 6 hours, traveling to and from client sites via auto, train, or air, up to 50% of the time Benefits and Growth: High income earning opportunities based on self performance Opportunity for Presidents Club New hire stock equity (RSU) and employee stock purchase plan (ESPP) Continuous professional development, product training, and ca

ROLE SUMMARY As a Senior / Business Consultant at Lynx, your primary role is to oversee our commercial projects, ensuring their successful journey from conception to full implementation, while driving account growth and business development. 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. You will also be responsible for building and maintaining client relationships, and driving cross-selling and up-selling opportunities. 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 Actively identify and pursue new business opportunities for existing a

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

Specialist - Collaboration Description - The Collaboration Specialist is responsible for owning the Video/Voice Solution focused selling activities aligned to an overall account strategy and the Account Executive (AE) with existing or new accounts. This role focuses on driving innovation, value proposition, account acquisition, pipeline management, and strategic collaboration, and delivering forward-thinking service offerings that address client needs in a rapidly evolving technology landscape. Key Responsibilities Use collaboration expertise to drive proactive initiatives for Video/Voice solutions. Provide expert support and lead technical sales leads. Maintain knowledge of competitors' value propositions and navigate complex organizational structures. Achieve sales quotas and drive successful sales initiatives. Collaborate with the AE to identify, land, adopt, expand, renew, and close opportunities. Ensure high-quality pipeline management and strategic collaboration. Establish and maintain consultative relationships with clients at all levels, including executive leadership Develop and present outcome-based solutions tailored to customer business needs Education & Experience Recommended: Bachelor’s degree is preferred but not required. Minimum of 5 years of experience in sales or a similar role. Proven track record of achieving sales quotas and driving business growth. Experience in managing sales processes and building customer relationships. Strong understanding of market trends and ability to turn insights into business opportunities. Knowledge & Skills Expertise in c

Print Sales Specialist Description - HP is seeking to identify highly motivated and qualified individuals for various future opportunities. Although there may not be an immediate opening, in anticipation of these opportunities becoming available, completing a profile will allow us to evaluate your qualifications and interests and will allow us to stay connected. Job Description: The Print Sales Specialist is responsible for specializing in sales, collaborating with Ownership Teams, managing account relationships, and providing expertise on HP's products and services. This role focuses on achieving sales quotas, developing proposals, landing new logos, and ensuring client hand-offs. The Print Sales Specialist owns Print Solutions focused selling activities aligned to an overall account strategy with existing or new accounts. Key Responsibilities Specialize in sales and collaborate with Ownership Teams. Manage account relationships and provide expertise on HP's products and services including software. Achieve sales quotas and develop proposals. Land new logos and ensure client hand-offs. Identify and pursue expansion opportunities within existing and new accounts Collaborate with the AE and Pursuit resources to identify, land, adopt, expand, renew, and close opportunities. Owns the Print focused selling activities aligned to an overall account strategy and collaborates with AE on Route to Market decisions including dMPS, iMPS or transactional. Develops productive relationships with key print focused channel partners to drive pipeline Ensure high-quality pipeline management and achieve sales quotas. Establish a professional, working, and consultative, relationship with the client, up to and including the C-level for mid-to-large accounts, by develop

ROLE SUMMARY We are looking for a Senior Data Scientist to lead complex data science engagements that combine traditional statistical modelling with Generative AI. You will work hands-on with very large datasets across disparate systems and formats, translate ambiguous business problems into rigorous analytical solutions, and present those solutions clearly to C-level stakeholders. This is a delivery-first role with a fast track into technical leadership: alongside your own project work, you will help guide junior data scientists and shape how Lynx builds and ships data science solutions. KEY RESPONSIBILITIES Solution Design & Delivery Design and deliver end-to-end solutions for defined data science problems, combining classical modelling, data transformation, and Generative AI / LLM techniques. Work hands-on with very large datasets across disparate stores and formats, from ingestion and transformation through to modelling and validation. Apply statistical and machine learning methods to business problems such as customer retention, campaign management, and commercial performance optimisation. Client Communication & Leadership Present results and prepare client-ready materials for project stakeholders, including C-level audiences, translating technical work into clear business narratives. Lead smaller data science workstreams, with support from internal leadership and the PMO, including day-to-day guidance for junior team members. Partner with delivery and account teams to scope problems, set realistic timelines, and manage stakeholder expectations. Knowledge Building Create reusable documentation, presentations, and code libraries during projects so future engagements can build on prior work. Participate in internal education, research, and knowledge-sharing initiatives that raise the technical bar across the practice. SKILLS, QUALIFICATIONS AND EXPERIENCE 8+ years of overall experience in data science, with a track record of leading analytic

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

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, compliance, and entity management or subsidiary governance industry. Adaptive mindset and ability to drive out a meaningful path to how our customers see tangible business value. Ability to build relationships both internally and externally to understand the underpinni

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 The Sales team is the driving factor behind revenue for Brex and every member of our team directly affects our bottom line. We focus on generating new opportunities, acquiring new customers, and building even stronger relationships with our current customers. Our winning culture recognizes big team wins and celebrates individual accomplishments. We ensure that top performers are recognized and have built a competitive environment to motivate and unify the team. What you’ll do As an Enterprise Account Executive, you will be a part of a critical sales team at Brex focused on expanding our reach into the Enterprise segment. This team is tasked with hunting large, strategic, global new clients for Brex and communicating the value of our industry leading Financial Operating System (Corporate Credit Card, Expense Management, Procurement, Travel, etc.) If you enjoy working in a creative, competitive environment while helping cu

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 Enterprise Client Sales Executive, you’ll own a portfolio of high-value accounts within Brex’s Enterprise segment. Your role will be pivotal in fostering business expansion and ensuring sustained client success through disciplined execution, strategic influence, and consultative engagement. Where you'll work This role will be based in our San Francisco 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

We are seeking a highly skilled and experienced Senior Accounts Receivable Analyst to join our Revenue Team. The ideal candidate will have a strong background in accounts receivable, exceptional analytical abilities, and a keen attention to detail. This role will be responsible for managing a book of business and addressing internal and external concerns via email and Zendesk. Partnering with internal stakeholders such as Customer Success, Revenue and Sales, you will assist in resolving Billing disputes. Senior Accounts Receivable Analysts have the opportunity to grow their careers in Finance and continue contributing to Datadog team success. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Manage the accounts receivable collections process for assigned book of business Analyze customer payment patterns and aging reports to identify trends and potential issues Collaborate with internal teams to resolve billing discrepancies and disputes in a timely manner Manage incoming billing inquiries and collectability concerns through Zendesk. Triage accordingly to Revenue, Sales, and Customer Success teams and to drive collections Develop and maintain effective relationships with clients to facilitate prompt payment and resolve outstanding balances Help customers understand their bills, which vary with usage and plan type Assist with external audit, compliance and special projects as necessary Provide guidance and mentorship to junior members of the accounts receivable team. Who You Are: Bachelor's degree in accounting or equivalent required 5+ years of full cycle Accounts Receivable / Billing Operations experience Proficiency in Microsoft Excel required Ability to work independently, with a strong work ethic, self-motivation and problem-solving skills Attent

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 looking for an outgoing and enthusiastic Business Development Representative (BDR) to join our team. As a BDR, you will play a pivotal role in representing our company as the initial point of contact to prospective clients of the platform. You’ll find yourself with a massive opportunity for growth, with support from management and mentors. You’ll gain invaluable experience and real-time gratification in a place where your work and your efforts will be instantly seen and felt. RESPONSIBILITIES Identify and generate new business through proactive outbound prospecting Gain interest through cold calling, email campaigns, and social touches Utilize excellent organizational skills to create an accurate and relevant follow up prospect list Overcome obstacles and objections to effectively build pipelines REQUIREMENTS Demonstrated ability to build professional relationships with internal and external stakeholders Self-motivated with ability and eagerness to work in fast paced environment Excellent written & verbal communicati

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 New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every institution in the banking and wealth management ecosystem can benefit from better financial technology, and that many traditional financial firms that don't currently consider themselves to be fintech actually need to operate like one to win. You'll be the one helping us achieve this vision. As a New Business Representative for our Banking & Wealth (B&W) segment, you'll forge the path to finding new clients and prospecting traditional banks, credit unions, wealth-tech platforms, and digital brokerages for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbound selling experience who can demonstrate the added value of Plaid and what impact it can have on modernizing the banking and investment experience. In this role, you will be responsible for organizational mapping, prospecting individuals, driving engagement, setting opportunities for AEs, taking qualification calls, and nurturing early opportunities. The ideal candidate is customer-centric, resilient, challenges the status

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. An Account Executive on our Majors team is one of Snowflake's most senior individual contributor sales roles. Our Account Executives are customer obsessed and we believe in the value we can add and stay honest about it. We love to learn, are open to giving and receiving feedback and are passionate about making our clients successful. Our team works to ensure data is accessible, usable and valuable to everyone. This role will be supporting our Financial Service division. YOU MAY BE A GOOD FIT FOR THE TEAM IF YOU: Act customer first and obsessed with helping customers drive digital transformation. Think big and demonstrate excellence in the application of technology to solve all kinds of problems. Possess a “Get it done” and “Own it” philosophy to drive customer success. Knowledge and experience within the data science, analytics, or big data markets. Feel comfortable talking with all levels of customer teams from individual contributors to C-level executives using language that appropriately translates complex technical and business information. IN THIS ROLE YOU WILL GET TO: Build trusted relationships with Snowflake internal resources, external partners, and client account teams to qualify deals, identify business value, and provide technical guidance in order to set proper