Client Account Manager 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, 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 the world’s largest and most complex enterprises. Our thesis is that every major enterprise can benefit from better financial technology, and that many industries that don't currently consider themselves to be fintechs actually are. You'll be the one helping us achieve this vision at scale. As an Enterprise Business Development Representative, you'll forge the path to finding new enterprise clients and strategically prospecting Fortune 500 and high-growth market leaders. We are looking for extraordinary sales professionals with SaaS/tech outbounding experience who can navigate complex organizations, map multiple stakeholders, and demonstrate the profound impact Plaid can have on enterprise ecosystems. In this role, you will be responsible for strategic account mapping, executive-level prospecting, driving deep engagement, and nurturing early-stage enterprise opportunities for our Enterprise Account Executives. The ideal candidate is customer-centric, resilient, intellectually curious, and adept at challenging the status quo within large organizations. Responsibilities Strategic Pipeline Ar

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 company in financial services can benefit from better financial technology, and that many industries that don't currently consider themselves to be a fintech actually are. You'll be the one helping us achieve this vision. As a New Business Representative, you'll forge the path to finding new clients and prospect new customers for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbounding selling experience, who can demonstrate the added value of Plaid and what impact it can have on FinTech and non-FinTech alike. 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 quo, and has an interest in advancing their career in tech sales. Qualifications 1-3 years of experience in pipeline development and/or sales (preferably at SaaS company) Leading high-level conversations w

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 the financial services landscape is evolving at a breakneck pace, and every modern company building in the fintech space needs the gold standard of financial technology infrastructure to win, scale, and delight users. You'll be the one helping us achieve this vision. As a New Business Representative for our FinTech segment, you'll forge the path to finding new clients and prospecting digital-native fintechs, neobanks, alternative lending platforms, and personal finance applications 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 our API suite can have on supercharging a fintech's growth, security, and user 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 quo, and h

Our Mission You call. You wait. You call again. In every other part of your life, you book in seconds. In healthcare, you’re blocked. We’re here to give power to the patient. For nearly 20 years, we’ve built the leading healthcare marketplace - helping tens of millions of people find and book the care they need. Now, we’re going further: building our infrastructure beyond Zocdoc’s marketplace to power access to care wherever patients search, from provider websites and insurance directories to search engines, AI platforms, and more. Healthcare still lacks something every other major consumer industry takes for granted: a seamless way to go from seeking to getting . We don’t want to own the front door to care; there isn't one. We want to make sure all of those doors open when patients are knocking. Fixing healthcare starts with fixing access to it. And we're still just getting started. Your Impact on our Mission Enterprise Customer Success Managers empower providers to maximize the value of Zocdoc and play a critical role in advancing some of our most important customer relationships. In this role, you will own the day-to-day success of a portfolio of complex healthcare organizations, serving as a trusted advisor while balancing strategic partnership, commercial outcomes, and operational execution. You are a value-added consultant, tasked with delivering well-timed, data-driven insights leading to successful outcomes for your customers. Our ECSMs don’t shy away from challenging conversations — they champion new ideas, inspire innovation, and appropriately challenge the status quo, all in the name of driving Zocdoc’s most important partnerships forward into the future. You’ll enjoy this role if you are… Commercially minded. You understand your customers’ businesses, identify opportunities to create greater value, and are comfortable influencing customers toward actions that drive stronger outcomes Excellent at prioritization. You can manage a h

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. What You'll Do As a Client Development Representative (CDR), you’ll own customer engagement and expansion within an assigned book of Brex existing customers. You’ll combine high-velocity outreach with consultative discovery to identify opportunities, align stakeholders, and deliver measurable customer and revenue outcomes. This is an ideal role for someone building a sales career who enjoys developing customer relationships, navigating commercial conversations, and partnering cross-functionally to drive results. Where You'll Work This role will be based either within our New York City, San Francisco, Vancouver or Seattle offices. 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: Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year

Client Success is the front line of VTS’s retention engine. As a CSR, you’re not only engaging with clients who use VTS to transform how commercial real estate operates, you’ll be helping shape our future. With the support of powerful data-driven workflows and AI tools, you’ll generate meaningful client interactions at scale, test new engagement strategies and provide critical insights back to the Client Success and Product teams. Simply put, when our CSR team thrives, our customers continue to grow 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 Client Success Representative: This isn’t your typical junior Client Success role. At VTS, you’ll be joining a high-impact, AI-augmented CS team that’s rethinking how modern client success is done. You’ll Be quickly trained in world-class SaaS CS techniques and real estate fluency. Use cutting-edge tools to automate busywork so you can focus on learning, experimenting, and connecting with decision-makers at some of the most influential CRE firms on the planet. Collaborate closely with CS mentors, marketing partners, and senior leadership to contribute directly to client retention. See a clear path for promotion to Client Success Manager roles and beyond. Our top CSMs and leaders started in this seat. Be part of a scaling team where every win matters and every voice is heard. Form relationships with senior decision makers, asset managers and brokers at the top commercial real estate firms across the country. What makes you a great fit? You’re not just looking for a job, you’re looking to launch a career in CS with real momentum. You could be a great fit if: You’re curious, coachable, and ready to dive headfirst into a fast-paced, goal-driven environment. You embrace new tools and technologies to work smarter and faster. You bring 1+ years of professional experience. Bonus if it’s in CRE, SaaS, or

Overview: Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding each client’s specific research needs and delivering targeted expert matches, often within hours, the team plays a critical role in providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address them, and recruit new experts into Guidepoint’s global network of more than 1,750,000 Advisors. The role offers exposure to a dynamic, results-oriented environment where strong judgment, responsiveness, and the ability to execute across multiple priorities are highly valued. Due to the collaborative nature of the Client Service team, the work schedule is hybrid with three days in the office required. Who We Are: High-performing team driven by execution, accountability, and consistent client impact Client-centric culture where responsiveness, resourcefulness, and attention to detail define how we operate Team committed to developing talent through hands-on mentorship, coaching, and leadership support Workplace that embeds continuous learning and career development as a core part of how we grow and excel Environment where strong performers take on increasing leadership, commercial responsibility, and client ownership Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory What You Will Own: Recruit new experts into Guidepoint’s network and engage them for client consultations Independently conduct targeted research across LinkedIn, press releases, company websites, case studies, and other public sources to identify relevant subject-matter experts Lead cold outreach, phone-based vetting, and screening conversations with experts to evalu

Overview: Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding each client’s specific research needs and delivering targeted expert matches, often within hours, the team plays a critical role in providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address them, and recruit new experts into Guidepoint’s global network of more than 1,750,000 Advisors. The role offers exposure to a dynamic, results-oriented environment where strong judgment, responsiveness, and the ability to execute across multiple priorities are highly valued. Due to the collaborative nature of the Client Service team, the work schedule is hybrid with three days in the office required. Who We Are: High-performing team driven by execution, accountability, and consistent client impact Client-centric culture where responsiveness, resourcefulness, and attention to detail define how we operate Team committed to developing talent through hands-on mentorship, coaching, and leadership support Workplace that embeds continuous learning and career development as a core part of how we grow and excel Environment where strong performers take on increasing leadership, commercial responsibility, and client ownership Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory What You Will Own: Recruit new experts into Guidepoint’s network and engage them for client consultations Independently conduct targeted research across LinkedIn, press releases, company websites, case studies, and other public sources to identify relevant subject-matter experts Lead cold outreach, phone-based vetting, and screening conversations with experts to evalu

Overview: Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding each client’s specific research needs and delivering targeted expert matches, often within hours, the team plays a critical role in providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address them, and recruit new experts into Guidepoint’s global network of more than 1,750,000 Advisors. The role offers exposure to a dynamic, results-oriented environment where strong judgment, responsiveness, and the ability to execute across multiple priorities are highly valued. Due to the collaborative nature of the Client Service team, the work schedule is hybrid with three days in the office required. Who We Are: High-performing team driven by execution, accountability, and consistent client impact Client-centric culture where responsiveness, resourcefulness, and attention to detail define how we operate Team committed to developing talent through hands-on mentorship, coaching, and leadership support Workplace that embeds continuous learning and career development as a core part of how we grow and excel Environment where strong performers take on increasing leadership, commercial responsibility, and client ownership Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory What You Will Own: Recruit new experts into Guidepoint’s network and engage them for client consultations Independently conduct targeted research across LinkedIn, press releases, company websites, case studies, and other public sources to identify relevant subject-matter experts Lead cold outreach, phone-based vetting, and screening conversations with experts t

Overview: Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding each client’s specific research needs and delivering targeted expert matches, often within hours, the team plays a critical role in providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address them, and recruit new experts into Guidepoint’s global network of more than 1,750,000 Advisors. The role offers exposure to a dynamic, results-oriented environment where strong judgment, responsiveness, and the ability to execute across multiple priorities are highly valued. Due to the collaborative nature of the Client Service team, the work schedule is hybrid with three days in the office required. Who We Are: High-performing team driven by execution, accountability, and consistent client impact Client-centric culture where responsiveness, resourcefulness, and attention to detail define how we operate Team committed to developing talent through hands-on mentorship, coaching, and leadership support Workplace that embeds continuous learning and career development as a core part of how we grow and excel Environment where strong performers take on increasing leadership, commercial responsibility, and client ownership Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory What You Will Own: Recruit new experts into Guidepoint’s network and engage them for client consultations Independently conduct targeted research across LinkedIn, press releases, company websites, case studies, and other public sources to identify relevant subject-matter experts Lead cold outreach, phone-based vetting, and screening conversations with experts t

Overview: Play a vital role in Guidepoint’s success. Guidepoint is seeking an entrepreneurial and outgoing individual to spearhead coverage of our Insights expert call and transcript library product for our Corporate Healthcare client base OR our Institutional Investment/Equity client base. As a liaison for our clients and salespeople, you will play a pivotal role in driving engagement and revenue growth within the rapidly expanding Insights product line. Leveraging your exceptional CRM skills, effective organization, and keen attention to detail, you will collaborate cross-functionally to maximize usage of our offering among our active trials and current subscribing clients. This highly visible position will involve working closely with the Insights group heads to develop strategic plans for enhancing client engagement and retention. This is a hybrid role located in New York City. What You’ll Do: Serve as an advocate for the Insights product with clients and foster three-dimensional relationships with key stakeholders Develop personalized engagement plans for each client depending on areas of focus Monitor and drive client engagement through direct outreach efforts: direct emails, product demonstrations, virtual and onsite meetings Collaborate with sales team to ensure timely renewals and drive upsell opportunities Acquire valuable feedback and insights from clients to inform product development, marketing strategies, and sales efforts What You Have: Bachelors or masters degree from an accredited University, 2+ years of professional work experience, with a focus on B2B product sales Understanding of the corporate org structure, the roles, responsibilities, and unmet needs of our corporate buyers, and ability to engage with senior business leaders with innovative content and ideas Excellent communication skills, with the ability to distill complex issues into clear and concise messages Experience working with or using expert

Overview: Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding each client’s specific research needs and delivering targeted expert matches, often within hours, the team plays a critical role in providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address them, and recruit new experts into Guidepoint’s global network of more than 1,750,000 Advisors. The role offers exposure to a dynamic, results-oriented environment where strong judgment, responsiveness, and the ability to execute across multiple priorities are highly valued. Due to the collaborative nature of the Client Service team, the work schedule is hybrid with three days in the office required. Who We Are: High-performing team driven by execution, accountability, and consistent client impact Client-centric culture where responsiveness, resourcefulness, and attention to detail define how we operate Team committed to developing talent through hands-on mentorship, coaching, and leadership support Workplace that embeds continuous learning and career development as a core part of how we grow and excel Environment where strong performers take on increasing leadership, commercial responsibility, and client ownership Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory What You Will Own: Recruit new experts into Guidepoint’s network and engage them for client consultations Independently conduct targeted research across LinkedIn, press releases, company websites, case studies, and other public sources to identify relevant subject-matter experts Lead cold outreach, phone-based vetting, and screening conversations with experts to evalu

Overview: Play a vital role in Guidepoint’s success. Guidepoint is seeking an entrepreneurial and outgoing individual to spearhead coverage of our Insights expert call and transcript library product for our Corporate Healthcare client base. As a liaison for our clients and salespeople, you will play a pivotal role in driving engagement and revenue growth within the rapidly expanding Insights product line. Leveraging your exceptional CRM skills, effective organization, and keen attention to detail, you will collaborate cross-functionally to maximize usage of our offering among our active trials and current subscribing clients. This highly visible position will involve working closely with the Insights group heads to develop strategic plans for enhancing client engagement and retention. This is a hybrid role located in New York City. What You’ll Do: Serve as an advocate for the Insights product with corporate healthcare clients and foster three-dimensional relationships with key stakeholders Develop personalized engagement plans for each client depending on therapeutic areas of focus, ongoing clinical trials of interest, and competing companies to effectively market Insights content Monitor and drive client engagement through direct outreach efforts: direct emails, product demonstrations, virtual and onsite meetings Collaborate with sales team to ensure timely renewals and drive upsell opportunities Acquire valuable feedback and insights from clients to inform product development, marketing strategies, and sales efforts What You Have: Bachelors or masters degree from an accredited University, Healthcare-adjacent coursework is a plus 2+ years of professional work experience, with a focus on B2B product sales Understanding of the corporate org structure, the roles, responsibilities, and unmet needs of our corporate buyers, and ability to engage with senior business leaders with innovative content and ideas Excellent communication skill

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 . Role Summary As a Lead Client Partner at Pinterest, you will develop and grow relationships with some of our most strategic and largest advertisers within the Pharma industry. Your primary responsibilities include meeting performance targets, developing new business, maintaining and expanding customer relationships, and resolving specific customer issues. By guiding clients’ efforts, you'll drive value for millions of Pinners seeking inspiration and action, forming strategic alliances both internally and externally. Success in this role depends on your ability to drive substantial revenue growth and spearhead a vision for long-term client success. What you'll do: Retain and grow partner relationships, ultimately driving Pinterest revenue with Pharma advertisers. Build strong relationships with clients, agencies, C-suite, and key stakehold

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 a Mid-Market Client Sales Executive II, you will play an essential role in driving revenue growth by engaging existing Brex customers and cultivating new business opportunities. In this role, you will combine your sales and relationship building skills with a strategic mindset to identify opportunities and execute strategies that recapture and increase card spend. You will have the opportunity to collaborate with cross-functional teams and learn