The Client Onboard Assoc Analyst 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. Responsibilities: Responsible for a wide range of duties from account opening to account maintenance, to internal partner support with extensive client interface. Responsible for ensuring a smooth process in handling all of the aspects of onboarding a client. Liaise with clients and internal teams in to ensure that time to market is minimized and that transparency can be provided around processes. Identify opportunities to centralize and optimize processes to improve client satisfaction and the overall group performance. Support and monitor the timely and accurate execution of client and internal requests to the group. Provide additional support through the population of account opening, market opening and tax documentation, ensuring all documents are collected, verified and stored, and provide status back to the client. Perform client documentation searches across internal and external sites and compile client profiles. Interact with client regarding the latest status and current on-boarding actions. Partner with internal teams to ensure regulatory reviews on all clients are performed. Ensure all client review materials are in place and comp
Jobs in United States
Client Account Representative in United States
716 active opportunities · Updated October 2026
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Explore current client account representative jobs across United States. Filter by work mode, employment type, experience, department, date posted and distance.
About the Team OpenAI’s Sales team partners with advertisers to understand their businesses, develop meaningful advertising solutions, and drive long-term growth on the platform while maintaining strong standards for user trust and platform integrity. About the Role This role will focus on growing advertising revenue across the Travel vertical, including airlines, hotels, online travel agencies, tourism boards, travel marketplaces, cruise lines, and adjacent travel brands. You will own the full sales cycle—from prospecting through deal closure—and build strategic relationships with senior travel-industry decision-makers. You’ll help advertisers reach high-intent audiences, improve campaign performance, and develop long-term commercial partnerships that support their business goals. You will work closely with Account Managers and cross-functional partners to ensure successful advertiser outcomes after the sale, while maintaining primary ownership of revenue growth, commercial strategy, and Travel vertical expertise. In this role, you will: Prospect, qualify, and close new advertising opportunities across the Travel vertical. Own and achieve a defined revenue target across an assigned portfolio of travel advertisers. Build relationships with senior advertising, marketing, ecommerce, loyalty, and revenue-management leaders. Develop account plans that connect advertiser goals—such as bookings, destination awareness, loyalty acquisition, app adoption, and seasonal demand—to measurable campaign outcomes. Identify opportunities across major travel moments, including peak booking periods, holidays, events, route launches, destination campaigns, and loyalty promotions. Structure and negotiate complex commercial agreements. Build clear, data-driven business cases that demonstrate advertiser ROI and long-term platform value. Partner with Account Managers to support seamless post-sale transitions, campaign success, renewals, and expansion. Collaborate with Product, Engineering,
Account Manager - SLED Description - This Account Manager role is responsible for building professional relationships with State, Local and Education client executives and identifying account's unique business needs and delivering solutions to drive value to the client and the organization. The role coordinates with pre-sales and inside sales for deal pursuit and works with internal teams to deliver on the clients’ expectations. Open to applicants local to Washington D.C. area. Responsibilities • Coordinates account plans on commercial account(s) and focuses on value and/or volume portfolio management and selling range of the organization’s products and services. • Works with pre-sales and inside sales to participate in deal pursuit and with internal teams such as marketing, product development, and customer service to deliver comprehensive solutions and address customer needs effectively. • Builds and maintains strong relationships with commercial clients, focusing mainly on specialty buyers, understands their needs and challenges, and ensures client satisfaction. • Implements margin recovery activities and strategies in full/partial ownership depending on account coverage. • Analyzes account win/loss rates and makes recommendations to improve ratios. • Designs and contributes to sales policies and strategies to achieve sales targets and objectives for the assigned business segment, identifying growth opportunities, upselling, and cross-selling to existing clients. • Enters and manages all opportunities in pipeline tools and processes, recommends, and implements pipeline management practices. • Provides support to clients and address any concerns or issues they may have in a timely and effective manner. Acts as the main point of contact for clients, ensuring a smooth and positive customer experience. • Stays updat
From $165K/yr
The Datadog Major Accounts Team is focused on driving new business and expanding the current Datadog footprint with our largest and most strategic clients. The success of the Major Accounts Team directly impacts the success of Datadog and is a highly visible position with bold revenue targets. We are searching for seasoned and successful Account Executives that have a passion for technology and a fast-paced sales environment. The Major Accounts Team has experienced unprecedented success since its inception in 2021 and we are continuing to expand the team. This is a lucrative opportunity for any driven and competitive salesperson. 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: Prospect into a targeted set of accounts while running an efficient sales process Nurture existing client relationships and grow the Datadog footprint Maintain, build and own specific relationship maps for your territory including existing relationships and aspirational contacts Develop a deep comprehension of the customer's business Negotiate favorable pricing and business terms by selling value and ROI Demonstrate resourcefulness when faced with challenges Determine necessary steps to close business and gain customer validation Identify a robust set of business drivers behind all opportunities Ensure high forecasting accuracy and consistency Who You Are: Someone with 7+ years Enterprise software sales experience Experienced in selling Fortune 100 companies with the ability to win new business Experience managing a complex account team from multiple GTM Ecosystem partner functions to support Sales cycle Experience/success selling new solutions into accounts already leveraging core technical products Combination of leveraging existing customer contacts and net new PG to brea
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. ****This role must be on site in either San Francisco, Chicago or NYC**** The Opportunity The Global Account Director is accountable for developing and implementing an account plan which will delight our clients and ensure a healthy long-term relationship. This executive leader anticipates client needs and delivers to exceed the key performance indicators within the contract and builds financial plans while striving to maximize revenue and profitability. The Account Director builds and sustains high-performing teams which not only deliver operational excellence but keep employees engaged and thriving. In conjunction with the Work Dynamics leadership team, the Account Director understands the firm's strategy and goals and can translate those into business opportunities. This is the top leadership role on the account. Primary Responsibilities: Exceeding Client Expectations Create an account plan which ensures alignment of objectives, drives results and helps to secure a future with no-bid contract renewals Drive account growth by articulating our value proposition and ensuring expansion of services provided across Integrated Facility Management (IFM), Property and Development Services (PDS), lease administration, and subtenant management Establish outstanding relationships with k
Replit is the agentic software creation platform that enables anyone to build applications using natural language. With millions of users worldwide, Replit is democratizing software development by removing traditional barriers to application creation. About the Role Replit is experiencing extraordinary growth across our customer base and seeking an Enterprise Account Manager with strong communication skills to drive retention, expansion, and customer success. Candidates with Customer Success or Enterprise Account Management experience in SaaS, particularly with some technical background (i.e. having some coding knowledge or prior experience at other developer tool companies) are ideal. We believe this role offers a distinctive opportunity for people who excel in client-facing situations and have a passion for customer success and AI. You'll leverage your skills to help customers maximize value from Replit's platform while driving sustainable revenue growth. In this role you will: Serve as the primary relationship owner for your assigned customer portfolio, ensuring high satisfaction and retention Champion customer success by helping businesses realize the transformative potential of AI-powered software creation Lead onboarding programs that accelerate customer time-to-value and platform adoption Guide customers through Replit's rapidly evolving feature set, including Agent 3's autonomous capabilities, Plan Mode, and automation tools Execute renewal processes with a focus on expansion and long-term partnership development Maintain accurate customer health scores and renewal forecasting data in Replit's CRM (Hubspot) Gather and communicate valuable customer feedback, championing their interests within Replit Optimize customers' use of the Replit platform through ongoing training, support, and strategic guidance Required skills and experience: 3-5+ years of experience in Customer Success, Enterprise Account Management, or technical sales role, preferably in SaaS or dev
Replit is the agentic software creation platform that enables anyone to build applications using natural language. With millions of users worldwide, Replit is democratizing software development by removing traditional barriers to application creation. About the Role Replit is experiencing extraordinary growth across our customer base and seeking an Enterprise Account Manager with strong communication skills to drive retention, expansion, and customer success. Candidates with Customer Success or Enterprise Account Management experience in SaaS, particularly with some technical background (i.e. having some coding knowledge or prior experience at other developer tool companies) are ideal. We believe this role offers a distinctive opportunity for people who excel in client-facing situations and have a passion for customer success and AI. You'll leverage your skills to help customers maximize value from Replit's platform while driving sustainable revenue growth. In this role you will: Serve as the primary relationship owner for your assigned customer portfolio, ensuring high satisfaction and retention Champion customer success by helping businesses realize the transformative potential of AI-powered software creation Lead onboarding programs that accelerate customer time-to-value and platform adoption Guide customers through Replit's rapidly evolving feature set, including Agent 3's autonomous capabilities, Plan Mode, and automation tools Execute renewal processes with a focus on expansion and long-term partnership development Maintain accurate customer health scores and renewal forecasting data in Replit's CRM (Hubspot) Gather and communicate valuable customer feedback, championing their interests within Replit Optimize customers' use of the Replit platform through ongoing training, support, and strategic guidance Required skills and experience: 3-5+ years of experience in Customer Success, Enterprise Account Management, or technical sales role, preferably in SaaS or dev
Replit is the agentic software creation platform that enables anyone to build applications using natural language. With millions of users worldwide, Replit is democratizing software development by removing traditional barriers to application creation. Replit is experiencing extraordinary enterprise demand and seeking an Enterprise Account Executive with strong communication skills to drive our hyper-growth. Candidates with Enterprise SaaS experience, particularly with some technical background (i.e. having some coding knowledge or prior experience at other developer tool companies) are ideal. This full-cycle sales position encompasses both new client acquisition and existing customer support and retention, spanning all segments and geographies. We believe this role offers a distinctive opportunity for people who excel in client-facing situations and have a passion for driving sales and AI. You'll leverage your skills to effectively communicate Replit's value proposition: a world where anyone can create software using natural language. In this role you will: Evangelize a future where anyone can create software in natural language, ushering in a change in the nature of the firm on par with the PC era Serve as the primary point of contact for prospects and customers, guiding them through the buying journey Conduct compelling product demonstrations and help enterprises realize the art of the possible by orchestrating non-engineering hackathons Articulate Replit's value proposition and align it with customers' business objectives Collaborate with product and engineering teams to ensure technical accuracy and successful delivery Prepare tailored quotes and skillfully negotiate deals Maintain accurate customer and forecasting data in Replit’s CRM (Hubspot) Foster strong relationships with existing clients while identifying opportunities for expanded adoption Optimize customers' use of the Replit platform through ongoing collaboration and support Gather and communicate valu
About the team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Sales team partners closely with customers to deeply understand their businesses and needs, helping inform the development of products and solutions that drive meaningful revenue growth and long-term success on the platform—while maintaining strong standards for user trust and platform integrity. About the role This role is focused on driving new and expanded advertising revenue and ensuring successful business results for advertisers. You will own the full sales cycle — from prospecting to deal closure, developing long-term commercial partnerships to help advertisers achieve their business objectives while ensuring a strong and responsible experience on our platform. You’ll work closely with Account Managers and key cross-functional partners to ensure advertisers achieve successful outcomes after the sale, while maintaining primary ownership of revenue growth and commercial strategy. In this role you will: Prospect, qualify, and close new advertising opportunities, leading the full sales cycle from initial engagement through contract execution. Own and achieve a defined revenue target within an assigned territory or vertical. Develop and execute structured account plans to drive advertiser ROI and long-term revenue growth. Build and maintain relationships with senior-level advertising decision-makers, delivering strategic guidance and actively gathering their feedback. Structure and negotiate complex commercial agreements. Quantify opportunities through clear, data-driven business cases aligned to advertiser objectives. Lead cross-functional collaboration across Product, Engineering, Marketing, Policy, and Operations to support complex deals. Partner with Account Managers to ensure seamless post-sale transitions and coordinated expansion strategies. Maintain rigorous pipeline management and accurate revenue forecasting. Yo
#Team Nextdoor Nextdoor (NYSE: KIND) is the essential neighborhood network. Neighbors, public agencies, and businesses use Nextdoor to connect around local information that matters in more than 350,000 neighborhoods across 11 countries. Nextdoor builds innovative technology to foster local community, share important news, and create neighborhood connections at scale. Download the app and join the neighborhood at nextdoor.com . Meet your Future Neighbors Nextdoor Account Managers are a diverse, driven, and strategic group of client services and salespeople focused on connecting brands with our community of neighbors through our growing portfolio of advertising products. The team culture mirrors the larger business focus, relying on building trusted relationships both internally as well as with our partners. The team drives results for our brand partners while creating neighbor value. We're a purpose-driven company and we're recruiting like-minded client services professionals who are as passionate about customer value as they are professional growth, and building a culture of belonging. At Nextdoor, we operate in an AI-first environment and expect every team member to actively use AI tools as part of their workflow. We aren't looking for prompt engineers; we’re looking for people who use tools like Claude, Gemini, ChatGPT, and Glean to challenge their own thinking and take full ownership of AI-assisted outputs. We also offer a warm and inclusive work environment that embraces a hybrid employment model, blending an in office presence and work from home experience for our valued employees. The hiring team will go over these expectations with you if you are being considered for a role near one of our offices in San Francisco, Los Angeles, Chicago, Dallas, New York, and London. The Impact You’ll Make Nextdoor’s Account Management team helps advertisers by connecting them with our hyper-local community of neighbors across the United States through our native a
$83K – $105K/yr
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: This role has a robust compensation package: Base salary: $83,000-105,000; OTE: $1866,000-210,000, uncapped accelerators, equity grants, competitive benefits and more. We are seeking an Account Executive with experience in end to end supply chain solutions and fulfillment to build and maintain a healthy book of business. You'll be part of a high-performing team where you’ll focus on building up Flexport’s brand while solving customer problems with tech-enabled supply chain and fulfillment solutions. A normal day might include leading a discovery call with a prospect to uncover more about their supply chain processes, project managing the complexities of a global supply chain, reviewing a customer’s growth strategy with their Flexport Operations Team, jumping on a plane and travel with a prospective client to tour a Flexport warehouse, or sharing your best practices with the broader sales team in a peer learning session. You will Build your book of business by closing net-new customers and/or cross-selling and upselling existing customers that contribute to Flexport's overall revenue goals Uncover and connect with ideal clients through a combination
$125K – $175K/yr
Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is seeking an exceptional Growth Account Executive to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets. This role is built for a proactive professional who thrives on "closing focus" and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform. Role Purpose The primary mission of the role is to accelerate the "0 to 5" client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered ad
$154K – $227.1K/yr
Account Manager - FlexPack Description - This Account Manager role is responsible for understanding and promoting HP's FlexPack (Flexible Packaging) organization's products, using consultative selling techniques to engage with clients, and creating customized solutions. The role manages the sales pipeline, crafts competitive sales strategies, and handles challenging situations in collaboration with account managers. The role stays updated on industry trends and mentors junior team members to enhance their sales and consulting skills. Responsibilities • Demonstrates a deep understanding of the organization’s products and services while explaining product features and benefits to potential customers. • Offers technical expertise and support to the account managers in identifying potential clients, nurturing leads, and driving revenue growth. • Utilizes various sales and marketing techniques to identify and engage with potential clients and helps in tailoring sales pitches and solutions. • Creates and presents customized solutions or proposals that address the client's needs and demonstrate the alignment of the organization’s offerings with the client’s business objectives. • Maintains strong relationships with existing clients providing ongoing support, addressing client concerns, and actively seeking opportunities for upselling or cross-selling. • Develops pursuit plans and manages the sales pipeline to ensure alignment with account managers and overall sales objectives by setting clear goals and strategies for each opportunity. • Utilizes domain-specific knowledge to craft competitive sales strategies to better position the organization’s offerings in the market. • Handles challenging situations like negotiations, and client escalations to resolve issues in a professional and timely manner. • Attends industry events and
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 The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa spons
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 The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa spons
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