Client Account Manager in United States

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

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

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

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

Retail Partner Sales Representative Description - Job Summary • This role is responsible for collaborating with partners to transform leads into joint sales activities, tailoring solutions to meet customer needs in our Consumer Personal Systems business. The role builds strong strategic relationships with partners and promotes the organization's offerings fostering long-term business opportunities. The role mentors junior employees and leads training sessions for partners, continuously monitoring their performance to contribute to the team’s success. Responsibilities • Acts as the expert to the partner for complex information regarding the organization’s products, services, promotions, and configurations. • Develops and maintains account plans to promote sales growth in adherence to legal procedures and requirements. • Partners and transforms potential leads into joint sales activities; creates, fills in, and manages the funnel for deals with partners while achieving and/or exceeding quotas. • Collaborates with partners to tailor solutions that address specific customer needs, including customization of products and services to align with client requirements. • Builds strategic relationships with the partner to ensure long-term business opportunities for the organization. • Promotes and incorporates the organization’s offerings to become a key part of the partner’s business and solutions. • Leads training sessions and workshops for partners, educating them on the latest products, services, and industry trends to enhance their sales capabilities. • Monitors partner performance against targets, analyzing data, and providing insights to drive improvements and optimize outcomes. • Mentors junior team members, sharing expertise, providing guidance, and contributing to their professional development. Educatio

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

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. The Applications Development Senior Group Manager is a senior management level position responsible for accomplishing results through the management o

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

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. The Compensation team designs, manages, and evolves Plaid’s compensation strategy to attract, retain, and motivate world-class talent. We make sure compensation is fair inside the company and competitive in the market. We work on programs that connect directly to Plaid’s business goals and employee experience — using data and insight to make equitable, well-informed decisions. Our work spans cash and equity program design, annual and mid-year review cycles, benchmarking, and exec comp support. In this role, you will own compensation support for specific client groups and take the lead on cycle operations and comp tooling across the team. You’ll work alongside a sharp team and closely with Plaid’s Head of Total Rewards. You’ll have clear ownership of your domain from day one, with real exposure to equity program mechanics, exec comp, and board-level deliverables. Responsibilities: Own comp support for specific client groups — offers, promos, manager/HRBP questions — with a high bar for speed and accuracy Lead configuration and rollout of annual and mid-year compensation cycles in Workday and comp tooling Manage and maintain Plaid’s comp systems: Compa, Pave, and external survey tools (Compensia, Radf

About Ema Ema is building the world’s leading Agentic AI platform to transform enterprise productivity. We enable organizations to delegate repetitive tasks to Ema, the Universal AI Employee, delivering 10x gains in workforce efficiency, across functions. Founded by former executives from Google, Coinbase, Flipkart, and Okta, our team includes engineers from premier tech companies and graduates of Stanford, MIT, UC Berkeley, CMU, and IITs. We are backed by industry leading investors including Accel, Naspers/Prosus, Section32, and angels like Sheryl Sandberg and Dustin Moskovitz. Headquartered in Silicon Valley and with offices in London, Bangalore and Vancouver, Ema is at the frontier of what Agentic AI can do in production — we ship real systems that run real business processes at scale. About the Role Ema sells through two motions that behave very differently, and today they share one pipeline, one CRM, and one forecast. Direct enterprise — field Account Executives landing Fortune 2000 logos at $250K+ initial contract value and expanding past $500K, into buying committees that include IT, security, data governance, and procurement. Partner-led — global systems integrators and ISVs, including Teleperformance, PwC, Wipro, NTT Data, Hitachi, KPMG, Atos, ADP, Microsoft, and Google, who deploy Ema's Frontier Apps to their own clients. In some cases the partner embeds Ema inside their own product and owns the end-client relationship entirely. Those two motions require different definitions, different attribution rules, and different quota treatment. Building that distinction — and the systems, reporting, and compensation logic that sit on top of it — is the core of this role. This is the first dedicated Revenue Operations hire supporting the US go-to-market organization. You will be building the function, not maintaining one. What You Will Own Forecasting and pipeline management Own the weekly forecast process and cadence across direct and partner motions, and report fo

About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. The Opportunity: To continue our global expansion, we're looking for a Trucking Pricing Associate to work within our trucking organization. We are looking for an individual who is detail-oriented, analytically driven, and comfortable operating in a fast-paced environment where accuracy and speed directly impact revenue. In this role you will manage pricing requests, bids, and formal RFPs across Drayage, Cartage/LTL, FTL, and Transload - synthesizing market data, collaborating with procurement on carrier negotiations, and delivering competitive rates that protect margin and win business. You will: Collaborate with demand and partner pricing teams to support the acquisition of strategic accounts through comprehensive pricing exercises Develop strategies to win trucking business for our freight forwarding client base Manage RFPs for trucking and coordinate with regional trucking procurement team to ensure we have the service offerings in place to win the business Provide account executives with the necessary trucking network intelligence to secure new business Set up, implement and drive new procurement strategies and programs that will enable Flexport to build a more

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

The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions. Responsibilities: Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash Identify referral opportunities for new products and services based on client’s financial goals Educate clients on digital and self-service opportunities offered by Citi Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed Maintain working knowledge of client accounts as well as new and existing products and services offered. Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: Previous re

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