Client Account Representative in United States

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

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

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Senior Accounting Associate I ​– JLL What this job involves: As an Senior Accounting Associate I at JLL, you will provide essential accounting support for a portfolio of retail properties, serving as a key financial steward for our clients. This role combines technical accounting expertise with client service excellence, ensuring accurate financial reporting, effective cash management, and seamless coordination of accounting operations. You will play a critical part in maintaining the financial health of retail properties while supporting JLL's commitment to delivering exceptional real estate solutions. If you thrive in a dynamic environment where precision meets client impact, this opportunity offers meaningful work in the commercial real estate industry. What your day-to-day will look like: Prepare monthly financial reports, journal entries, financial statements, and bank reconciliations in accordance with client requirements and standards Manage accounts receivable processes by monitoring bank accounts, reconciling receipts, ensuring timely posting of ACH/Wire payments, and reviewing manual billing adjustments Oversee accounts payable processes, including invoice coding/approval reviews, audit trail verification, and submission of AP batches for check processing Review CAM

Workstations Sales Specialist - State, Local & Education Description - Job Summary This role is responsible for understanding the organization's products and industry, engaging with key clients, and designing customized solutions while guiding junior team members. The role conducts market research, identifies new opportunities, and focuses on contract renewals. The role stays compliant with regulations, gathers client feedback, and resolves client issues to drive sales and satisfaction. Responsibilities • Demonstrates a deep understanding of the organization's products or services, as well as the industry to effectively position the offerings and articulate their value to potential clients. • Engages with key stakeholders within client organizations, including executives and decision-makers, to build relationships and ensure satisfaction with the organization’s offerings. • Engages with clients to design customized solutions for their unique business needs in collaboration with product experts and engineers. • Utilizes expertise to identify new opportunities and enhance existing ones, thus boosting the sales pipeline, and driving pursuit. • Conducts in-depth market research to identify trends and emerging opportunities and provides insights to the internal teams contributing to the development of sales strategies. • Concentrates on growing contract renewals for mid-to-large accounts, emphasizing higher total contract value. • Gathers and relays feedback from clients to the internal teams to help refine existing offerings and guide the development of new products or features. • Stays informed about industry-specific regulations and compliance requirements that may impact sales activities, ensuring that all engagements are compliant. • Acts as a point of contact for resolving client issues and concerns, working

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

The Service Process Coordinator 3 performs a variety of assignments with limited complexity. Most of the impact is related to the accuracy of tasks performed. Works under general supervision and established procedures. May service a range of products/services. Applies detailed knowledge of a wide range of specialized administrative/technical skills. Understands how duties relate/integrate with others in the team/unit. Exchanges moderately complex information with others. Basic knowledge of the organization and its policies required. Applies experience and simple judgment to make decisions within defined options or standard protocols – follows through on issues. Able to evaluate and select the correct solution in order to complete the task at hand. Responsibilities: Organizes, records, processes and services the production output of various, moderately complex servicing activities. Works on moderately complex projects under general supervision and established procedures. Supports a range of products/services. Applies detailed knowledge of a wide range of specialized administrative/technical skills; and most of the impact is related to the accuracy of tasks performed. Understands how duties relate/integrate with others in the team/unit. Requests data and documents from internal clients Perform various other duties as workflow requires, including retrieval of account loans, sorting account loans, and delivery. Review collateral documents/files for any discrepancies per required guidelines and track on the custodial and/or servicing system accordingly. 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 beh

Weekly office requirement : Hybrid, 3 days/week Employment type : Permanent Salary Range: $110,000 - $120,000 We’re looking for a Solutions Consultant to join us here at GWI. Not just any Solutions Consultant though. Someone ambitious and genuine, who works best in the midst of a collaborative and forward-thinking team. That’s because as a GWIer you’ll be immersed in the fast-moving world of data tech. We think big to make an impact, we’re not afraid to ask why, and we always show respect. Those values are what got us where we are today, and they’re a big part of what we’re looking for in you. As our Senior Solutions Consultant, you’ll: Be a trusted pre-sales advisor across a broad product range, supporting commercial efforts across all the Revenue functions within GWI. This role will sit across two disciplines within Solutions Consulting: Subject Matter Expert and Data Out. The Subject Matter Experts team works closely with the sales teams in order to create and curate proactive solutions for the client’s challenges, helping to drive commercial growth across GWI’s data and insight products. The Data Out Solutions team are responsible for helping revenue leads sell in GWI’s data integration solutions, supporting discovery calls, pitches and ultimately helping to grow adoption of this portfolio of solutions. Solutions Consultants work across a number of verticals, supporting opportunities for a wide array of clients and prospects, from Fortune 500 well known companies to smaller scale ups and boutique agencies. What you’ll be doing: As a Senior Solutions Consultant, every day is different. You will be working across multiple opportunities and established accounts, with the ultimate goal of helping the sales teams drive revenue growth. The goals for this role include: To become an industry expert embedded in the sales process. To drive efficiency and effectiveness in sales cycles by supporting pre-sales effor

As we continue to revolutionize the commercial real estate industry, we're hiring an Associate Implementation Manager to join our team. This is an entry-level role built for someone ready to take things on and grow fast. You'll be embedded in a fast-moving implementation org, supporting clients and internal teams through onboarding, approval, and early adoption. You'll work cross-functionally to ensure a seamless experience from pre-sale through ongoing support, and you'll do it with an AI-first mindset , leaning on modern tools to work smarter, not harder. ** 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'll do : Drive Efficiency with AI - Approach every task with an AI-first mindset. Look for opportunities to leverage AI & Automation Tools to automate data collection, streamline workflows, and reduce manual lift. Project Execution Partnership - Partner on projects to plan, schedule, and manage project timelines from kickoff through portfolio go-live. Facilitate recurring project management meetings, build bespoke implementation plans tailored to client goals, and ensure each project lands on time, within scope, and against the right outcomes. Handle Varied Scope - Move between data onboarding, client-specific implementation plans, and internal projects without losing momentum. You'll juggle multiple priorities and know when to ask for help versus push through. Cross-Functional Collaboration - Work closely with Sales, Solutions, Customer Success, and Support to ensure a consistent client experience from pre-sale through ongoing support. Develop Toward Client Mastery - Actively participate in internal team strategy and project management meetings to hone “VTS Best Practices” toward managing client expectations and milestones, with a clear path to owning your own accounts. What makes you a great fit? AI Forward - You've used LLM & or automation tools like n8n, Cu

About Us OpenFX is on a mission to move money as freely as data, unrestricted by time zones, banking hours, or legacy systems. We are building the infrastructure that will power the next generation of cross-border payment systems for institutions. The team's execution has been exceptional, and we're scaling at a remarkable pace. Our stellar early team brings experience at companies such as J.P. Morgan, Goldman Sachs, FalconX, PayPal, Affirm, Polygon, Kraken, Nium & others. We're backed by Accel, Lightspeed, NfX, and other top-tier investors. Role Overview We are seeking an Growth Lead, North America to join our dynamic go-to-market team. You'll own the full sales cycle for institutional customers across North America — from prospecting through close, helping banks, fintechs, and other institutions move money faster and more efficiently across borders. Key Responsibilities: New Business Development Build and manage a pipeline of institutional prospects across North America, from initial outreach through qualification Identify and prioritize target accounts — banks, fintechs, and other institutions with cross-border payment needs Full-Cycle Sales Execution Own deals end-to-end: discovery, solution design, negotiation, and close Consistently meet or exceed quarterly and annual revenue targets Maintain accurate pipeline and forecast data in the CRM Client & Stakeholder Relationship Management Develop trusted relationships with senior stakeholders (Treasury, Finance, Payments, and Operations leaders) at prospective and existing clients Serve as a strategic advisor, understanding each client's cross-border payment needs and tailoring OpenFX's value proposition accordingly Cross-Functional Collaboration Partner closely with Product, Engineering, Legal & Compliance, and Marketing to navigate technical integrations and structure deals Work with leadership to refine sales strategy, messaging, and positioning as the go-to-market motion matures Market Str

About Us OpenFX is on a mission to move money as freely as data, unrestricted by time zones, banking hours, or legacy systems. We are building the infrastructure that will power the next generation of cross-border payment systems for institutions. The team's execution has been exceptional, and we're scaling at a remarkable pace. Our stellar early team brings experience at companies such as J.P. Morgan, Goldman Sachs, FalconX, PayPal, Affirm, Polygon, Kraken, Nium & others. We're backed by Accel, Lightspeed, NfX, and other top-tier investors. Role Overview We are seeking an BDM Manager, North America to join our dynamic go-to-market team. You'll own the full sales cycle for institutional customers across North America — from prospecting through close, helping banks, fintechs, and other institutions move money faster and more efficiently across borders. Key Responsibilities: New Business Development Build and manage a pipeline of institutional prospects across North America, from initial outreach through qualification Identify and prioritize target accounts — banks, fintechs, and other institutions with cross-border payment needs Full-Cycle Sales Execution Own deals end-to-end: discovery, solution design, negotiation, and close Consistently meet or exceed quarterly and annual revenue targets Maintain accurate pipeline and forecast data in the CRM Client & Stakeholder Relationship Management Develop trusted relationships with senior stakeholders (Treasury, Finance, Payments, and Operations leaders) at prospective and existing clients Serve as a strategic advisor, understanding each client's cross-border payment needs and tailoring OpenFX's value proposition accordingly Cross-Functional Collaboration Partner closely with Product, Engineering, Legal & Compliance, and Marketing to navigate technical integrations and structure deals Work with leadership to refine sales strategy, messaging, and positioning as the go-to-market motion matures Market Strategy

About the Team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Marketing team helps deeply understand customer audiences and market dynamics, influence the development of the right products, build sustainable and customer-aligned monetization models, and drive awareness, adoption, and usage across OpenAI’s products and platform. We take a data-driven approach to understand markets, develop monetization strategies, and uncover customer needs that shape product strategy and messaging. We partner closely with Sales, Partnerships, Product, Engineering, Research, Comms, and Design to deliver a cohesive end-to-end customer experience and lead go-to-market efforts for new product launches across channels. About the Role We’re looking for a Marketing Scientist to join OpenAI’s Ads Marketing Science function. Reporting to Marketing Science leadership, you’ll be a senior individual contributor who combines rigorous measurement expertise with strong client judgment and hands-on execution. Your mission is to help OpenAI Ads prove and improve advertisers’ media performance. You’ll work with sales, partners, and clients supporting all forms of measurement including verification, attribution, incrementality, brand, marketing mix modeling (MMM), and scalable advertiser reporting, connecting sound methodology to decisions advertisers can act on. You will partner closely with Sales on key advertising accounts and with Product, Engineering, Data Science, Partnerships, Legal, and Privacy. Initial priorities include advancing incrementality measurement, helping onboard measurement partners to privacy-forward measurement workflows and integrations, and creating reusable programs, tools, agents, skills, and workflows that let sales and clients access high-quality Marketing Science support at scale. This role is based in either San Francisco or New York, and follows a hybrid schedule (Monday-Wednesday). In th

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: We're hiring an Implementation Manager to own and evolve Flexport's Implementation Methodology as our product suite expands. This is a self-starter role: you build the playbook for how we implement Flexport's ICP products today, then adapt it as new products and services come online. You'll drive implementation workflow independently, manage cross-functional projects end-to-end, and partner with Sales and Operations to get new business live and delivered as sold. What you'll do: Build and evolve the Implementation Methodology: task definitions, personas, ownership, timing, dependencies, templates. Standardize them so the outputs can span across customers, services, and new ICP products as our suite grows. Take first-mover ownership of implementation gaps: when a new product or service doesn't have a playbook yet, you build one, rather than waiting to be told. Partner with Sales and Operations as the client's primary point of contact through implementation, including solutioning support. Lead implementation for new accounts and new business with existing clients, from award through ramp to steady-state delivery. Scope awarded business and build the

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. Sales Engineering unlocks and empowers prospects’ full potential on the Plaid Network. We bring product expertise and drive Revenue outcomes by being customer-obsessed technical advisors in the pre-sales process. You’ll work closely with our Enterprise Sales team as the technical lead during the pre-sales process. You will be responsible for partnering with Account Executives, proactively pushing deals forward by overcoming technical objections and building solutions around Plaid products. You will ensure a successful transition to the post-sale stage of the customer lifecycle and partner with account teams to drive adoption of new products by existing customers. You will be expected to have significant knowledge of the Fintech ecosystem and a deep understanding of how clients can best utilize Plaid. Responsibilities Serve as the lead technical advisor for Enterprise accounts from discovery through solution design, evaluation, and post-sale handoff. Partner with Account Executives to align Plaid capabilities to customer priorities across payments, wallets, gaming, travel, and lending. Build alignment with technical, product, risk, and operations stakeholders on complex enterprise initiatives. Lead d

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. Build the programs to help Flexport grow Since 2020, Flexport's Automation Engineering team (formerly the Low Code team) has used tools like Retool, n8n, Python/Streamlit, and Apps Script to automate the "long tail" of operational complexity across Customs — delivering millions of dollars in ROI. As Flexport moves upmarket, more clients need custom integrations to onboard successfully, and this is the team that builds those solutions quickly and pragmatically. The Opportunity You'll build the integrations and automations that let Flexport's customs clients onboard quickly and smoothly. Partnering closely with Customs Business Development, brokerage operations, and client teams, you'll turn business requirements into working solutions — from API/EDI data flows to bespoke automations — for some of Flexport's largest and most complex accounts, many of them migrating from competitors with a high bar from day one. It's high-impact, high-visibility work on a small team that ships fast and sees its ROI directly. You Will Build, deploy, and maintain production-grade integrations and automations using Retool, n8n, Python/Streamlit, Apps Script, and SQL. Partner with Customs

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