Client Onboarding Associate Analyst in United States

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

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

The Clnt Onbrd Intmd Assoc Analyst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. 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 on-boarding 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. Responsible for identifying 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. Provides 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. Interacts with client regarding the latest status and current on-boarding actions. Partner with internal teams to ensure regulatory reviews on all clients

Job Title Client Account Representative Job Description Client Account Representative (Malvern, PA) Be the key connection between sales, healthcare providers, and internal teams, helping solve issues, support customers, and improve the way we work. Your role: Serve as the primary point of contact for Account Executives, Practices, and Sales teams, providing timely support and updates on patient-related activities. Coordinate communication between internal departments and external stakeholders to resolve service, product, process, and EMR-related issues. Track, analyze, and document inquiries, feedback, and service trends, maintain accurate records and support continuous process improvements. Educate users on products, policies, and procedures, and support the onboarding of new physician offices and staff. Manage multiple priorities in a fast-paced environment, ensuring inquiries are routed appropriately and customer service standards are consistently met. Training, nesting, and ramp-up typically last 4–12 weeks and follow a Monday–Friday schedule of 9:00 AM–5:30 PM EST. Upon completion of training, the schedule changes to Monday–Friday, 10:30 AM–7:00 PM EST. You're the right fit if: You have a bachelor's degree, or 2&#43; years of experience in customer service, call center, or sales support with a high school diploma, GED, or vocational education. Your skills include strong proficiency in Microsoft Office applications, strong technical acumen, and excellent computer skills, along with the ability to efficiently navigate multiple technical platforms simultaneously while adapting to change with ease. You must be able to successfully perform the following minimum Physical, Cognitive and Environmental job requirements with or without accommodation for this <a target="_blan

About OfficeSpace: OfficeSpace Software provides the leading AI operating system for the built world, that helps teams plan, connect, and perform in the workplace. As a performance-based, PE-backed company, we hire based on merit and a willingness to do what it takes to succeed long-term. You’re a great fit for the role if you’re entrepreneurial, passionate, motivated by building at light speed, and an Agentic AI early adopter. Our world-class teams operate in the US, Canada, and Costa Rica in a culture of trust, respect, growth, and impact. About the role As an Enterprise Client Success Manager, you own the success of our most strategic customers. You build executive partnerships, drive long-term business outcomes, and help global organizations maximize the value of OfficeSpace. You combine strategic thinking with operational excellence. You leverage AI to surface insights, predict risk, and scale your impact—while building trusted relationships that keep people at the center of every customer experience. This version aligns with the OfficeSpace "High-Performance Innovator" voice by emphasizing active language, ownership, short paragraphs, and high information density. What you'll do Own the success, retention, renewal, and growth of a portfolio of enterprise customers with complex organizational structures and executive stakeholders. Build trusted relationships with executive sponsors and business leaders, serving as a strategic advisor throughout the customer lifecycle. Lead enterprise onboarding, adoption, and value realization strategies that accelerate measurable business outcomes. Develop and execute strategic Success Plans aligned to customer objectives, adoption milestones, and long-term business goals. Leverage AI-powered Customer Success platforms to monitor customer health, predict churn risk, recommend next-best actions, and uncover expansion opportunities. Lead executive Quarterly Business Reviews (QBRs) that connect product adoption to me

Client Success is the front line of VTS’s retention engine. As a Senior CSM, you aren't just managing accounts—you are partnering with executive leaders at the most influential commercial real estate firms on the planet to transform how their businesses operate. With the support of powerful data-driven workflows and advanced VTS AI tools , you will own relationships with our largest, most complex clients. You’ll act as a strategic powerhouse, driving high-level product engagement, pioneering adoption strategies, and ensuring value realization across our entire ecosystem. Simply put, when our Senior CSMs success, the world’s leading CRE giants scale and thrive 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 Senior Client Success Manager: This isn’t your typical CSM role. At VTS, you’ll join a high-impact, AI-augmented CS team that’s rethinking how modern enterprise client success is executed. You will: Build Elite Partnerships: Establish deep, "trusted advisor" relationships with executive sponsors, asset managers, and senior decision-makers across the country, aligning VTS with their ultimate macroeconomic business goals. Drive Strategic Value Realization: Move far beyond simple onboarding; you will serve as a core change leader, proactively identifying workflow gaps and challenging enterprise clients when necessary to maximize their ROI. Command Retention: Partner hand-in-hand with Sales and senior leadership to lease Executive Business Reviews (EBRs), dictate retention strategies, and identify expansion and upsell opportunities. Collaborate Within a Coordinated Ecosystem: Seamlessly orchestrate cross-functional initiatives alongside Sales, Implementation, Marketing, and Product teams to ensure an elite, unified client experience. Be the Voice of the Customer: Serve as the ultimate internal advocate, channeling critical product feedback

About the Team OpenAI’s Client Platform Engineering (CPE) team delivers trusted devices at scale: secure by default, reliable by design, and effortless to use. We own platform capabilities across macOS, Windows, iOS, Android, and Linux, spanning endpoint posture and device trust, application delivery, onboarding, updates, telemetry, workflow orchestration, and employee-facing remediation. The team partners deeply with Security, Research, Applied, and specialized engineering groups to enable and protect OpenAI while reducing friction for the people advancing our mission. About the Role As an Engineering Manager for CPE, you will lead a team of engineers responsible for the strategy, delivery, and operation of OpenAI’s cross-platform client foundation. You will combine people leadership with strong technical judgment: setting direction, developing engineers, reviewing architecture and tradeoffs, and creating the operating mechanisms that turn ambiguous needs into durable platform outcomes. This is a high-leverage role at the intersection of security, reliability, developer velocity, and employee experience. CPE is a highly technical platform engineering organization delivering first-party services, automation, observability, and safe fleet operations. We’re looking for a leader who can guide its next chapter, scaling the team and its systems, partnering across the company, and raising the bar for secure, reliable, low-friction experiences across every supported platform. In this role, you will: Lead and develop a high-performing engineering team; hire thoughtfully, coach engineers, create clarity, and foster an inclusive, high-accountability culture that pushes perceived limits. Define and execute a multi-year client-platform strategy and roadmap across macOS, Windows, iOS, Android, and Linux, including how Codex and agents can reshape employee computing. Provide technical direction for endpoint posture, device trust, application delivery, device onboarding, updates,

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 We’re looking for an Account Manager to support advertisers in onboarding, launching, and growing on OpenAI’s advertising platform. You will manage a portfolio of partners and serve as a trusted advisor, helping them achieve their business objectives while ensuring a strong and responsible experience on our platform. This role sits at the intersection of relationship management, strategy, and execution. You’ll work closely with Sales to drive long-term partner growth and with internal teams to continuously improve the advertiser experience. This role will be hybrid in Seattle, WA. In this role, you will: Own relationships with a portfolio of advertising partners, serving as their primary point of contact. Guide advertisers through onboarding and campaign launches to ensure strong adoption of OpenAI’s ads products. Analyze campaign performance and provide clear, actionable recommendations to improve outcomes. Identify opportunities to expand partnerships through increased product adoption and incremental investment. Partner cross-functionally with Sales, Product, Analytics, Policy, and Operations to resolve issues and enhance platform value. Surface advertiser feedback and insights to inform product improvements and long-term strategy. Help build scalable processes and best practices that support the growth of OpenAI’s advertising ecosystem. You might thrive in this role if you: Have 5-10+ years of experience in digital advertising, account management, customer success, consulting or a related client-facing role. Have

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 We’re looking for an Account Manager to support advertisers in onboarding, launching, and growing on OpenAI’s advertising platform. You will manage a portfolio of partners and serve as a trusted advisor, helping them achieve their business objectives while ensuring a strong and responsible experience on our platform. This role sits at the intersection of relationship management, strategy, and execution. You’ll work closely with Sales to drive long-term partner growth and with internal teams to continuously improve the advertiser experience. This role will be hybrid in San Francisco, CA. In this role, you will: Own relationships with a portfolio of advertising partners, serving as their primary point of contact. Guide advertisers through onboarding and campaign launches to ensure strong adoption of OpenAI’s ads products. Analyze campaign performance and provide clear, actionable recommendations to improve outcomes. Identify opportunities to expand partnerships through increased product adoption and incremental investment. Partner cross-functionally with Sales, Product, Analytics, Policy, and Operations to resolve issues and enhance platform value. Surface advertiser feedback and insights to inform product improvements and long-term strategy. Help build scalable processes and best practices that support the growth of OpenAI’s advertising ecosystem. You might thrive in this role if you: Have 5-10+ years of experience in digital advertising, account management, customer success, consulting or a related client-facing role

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 We’re looking for an Account Manager to support advertisers in onboarding, launching, and growing on OpenAI’s advertising platform. You will manage a portfolio of partners and serve as a trusted advisor, helping them achieve their business objectives while ensuring a strong and responsible experience on our platform. This role sits at the intersection of relationship management, strategy, and execution. You’ll work closely with Sales to drive long-term partner growth and with internal teams to continuously improve the advertiser experience. In this role, you will: Own relationships with a portfolio of advertising partners, serving as their primary point of contact. Guide advertisers through onboarding and campaign launches to ensure strong adoption of OpenAI’s ads products. Analyze campaign performance and provide clear, actionable recommendations to improve outcomes. Identify opportunities to expand partnerships through increased product adoption and incremental investment. Partner cross-functionally with Sales, Product, Analytics, Policy, and Operations to resolve issues and enhance platform value. Surface advertiser feedback and insights to inform product improvements and long-term strategy. Help build scalable processes and best practices that support the growth of OpenAI’s advertising ecosystem. You might thrive in this role if you: Has 5-10+ years of experience in digital advertising, account management, customer success, consulting or a related client-facing role. Has experience managing advertiser or agency r

The Trade Payables Finance business offers integrated cash management and trade services to multinational corporations, financial institutions, and public sector organizations around the world. This Senior Vice President (SVP) position is within the Supplier Engagement function of the Global Payables Finance business and is responsible for driving the growth of Citi’s world-class trade finance programs, including (but not limited to) Supply Chain Finance (SCF), Dynamic Discounting, and Payables Advance. This role offers a dynamic mix of product sales, managing key client relationships, and coordinating and executing the supplier engagement and onboarding strategy for a portfolio of key clients. You will engage with Treasury/Finance/Procurement teams at both buyer and supplier organizations to sell Citi's Payables product offerings directly to our client’s suppliers. This position may also include people management responsibilities, offering the opportunity to lead and mentor a small team of Supplier Engagement Managers (SEMs) in a 'player/coach' capacity. The ideal candidate is a result-oriented product sales leader with a proven track record, capable of driving revenue growth through supplier acquisitions. You will be responsible for developing and executing successful supplier engagement programs, managing key clients/suppliers, building a robust pipeline, and ensuring the highest standards of risk and portfolio management. Key Responsibilities Drive Revenue & Portfolio Growth: Lead the supplier engagement sales strategy for Citi's Supplier Finance programs, developing and executing campaigns to drive supplier adoption and consistently growing the portfolio in terms o

Citi is looking for a Senior Commercial Relationship Manager to focus on the origination and growth of an existing portfolio of commercial clients across the consumer products and services, industrials, and business and professional services sectors. In this senior individual contributor role, you will be instrumental in building Citi's commercial banking presence — identifying and converting target market prospects into new client relationships, while also deepening and expanding existing ones. Your ability to win new business, structure sophisticated financial solutions, and coordinate cross-functional teams will directly shape Citi's commercial banking growth across clients with revenues typically ranging from $20MM and up to $250MM, with a particular focus on companies operating globally or pursuing international expansion. Responsibilities Develop and maintain a disciplined target market plan, identifying and prioritising prospective commercial clients across diversified service sectors and converting those prospects into new, full-wallet banking relationships for Citi. Originate and onboard new client relationships where Citi serves as the primary banking partner, taking ownership of the full sales cycle from initial outreach and pitch through to mandate, onboarding, and activation. Manage and grow a portfolio of commercial clients, acting as the primary point of contact and trusted financial advisor for each relationship. Build and deepen client relationships through proactive outreach, identifying emerging needs, anticipating challenges, and delivering tailored, multi-product solutions that grow share of wallet. Structure and execute complex credit transactions, including global deals, by coordinating product specialists and subject matter experts to deliver customised outcomes aligned to each client's strategy. Lead the end-to-end cred

About the Team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Ads Solutions team partners closely with advertisers 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 We’re looking for an Ads Solutions Engineer to partner with advertisers and agencies throughout the pre-sales and growth lifecycle, helping them successfully evaluate, launch, and scale on OpenAI’s advertising platform. You will serve as the technical expert in the sales process, translating advertiser objectives into scalable technical solutions across measurement, integrations, data activation, and campaign execution. This role sits at the intersection of sales, product, and engineering. You’ll work closely with Client Partners, Customer Success Managers, Product, Engineering, Policy, and Operations teams to remove technical blockers, accelerate revenue growth, and shape the future of OpenAI’s ads platform. This role is based in our San Francisco HQ and we offer generous relocation support for new hires. In this role, you will: Partner with Client Partners during the sales cycle to provide technical expertise that unlocks new business and accelerates deal closure. Lead technical discovery with advertisers and agencies to understand data flows, martech stack, measurement requirements, and activation goals. Design and recommend implementation approaches for pixels, APIs, server-to-server integrations, identity solutions, offline conversions, and measurement frameworks. Guide advertisers through onboarding and launch readiness, ensuring successful setup of tracking, attribution, audience signals, and reporting. Troubleshoot technical issues related to implementation, signal quality, delivery, and measurement

About the Team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Ads Solutions team partners closely with advertisers 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 We’re looking for an Ads Solutions Engineer to partner with advertisers and agencies throughout the pre-sales and growth lifecycle, helping them successfully evaluate, launch, and scale on OpenAI’s advertising platform. You will serve as the technical expert in the sales process, translating advertiser objectives into scalable technical solutions across measurement, integrations, data activation, and campaign execution. This role sits at the intersection of sales, product, and engineering. You’ll work closely with Client Partners, Customer Success Managers, Product, Engineering, Policy, and Operations teams to remove technical blockers, accelerate revenue growth, and shape the future of OpenAI’s ads platform. This role is based in our San Francisco HQ and we offer generous relocation support for new hires. In this role, you will: Partner with Client Partners during the sales cycle to provide technical expertise that unlocks new business and accelerates deal closure. Lead technical discovery with advertisers and agencies to understand data flows, martech stack, measurement requirements, and activation goals. Design and recommend implementation approaches for pixels, APIs, server-to-server integrations, identity solutions, offline conversions, and measurement frameworks. Guide advertisers through onboarding and launch readiness, ensuring successful setup of tracking, attribution, audience signals, and reporting. Troubleshoot technical issues related to implementation, signal quality, delivery, and measurement

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. JLL - Contract Administrator (P3) Location: Anywhere in the US Work Schedule: Remote, M-F 8 AM - 5 PM Reports to: Senior Director, Division Operations Estimated compensation for this position is: $76,100 - $90,000 annually What this job involves: JLL's Technology Division is seeking an experienced Contract Administrator to manage fiber contracts for one of our largest clients. This role is crucial for maintaining the client’s interest in contractual engagements and ensuring that all agreements align with legal standards, optimizing the contractual management system, ensuring data accuracy, and facilitating smooth vendor relationships. The ideal candidate will be adept at managing complex information, responding to inquiries, and tracking critical deadlines. This role offers an opportunity to contribute to JLL's commitment to excellence in lease administration and client service. Join our team and help drive efficiency in our lease management processes! What your day-to-day will look like: Abstract and input critical data into the contract management system Manage the onboarding process for landlords and vendors, including documentation and ticketing system entry Collaborate with various departments to facilitate the execution of contracts and address any is