Client Onboarding Associate Analyst in United States

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 Advisor Success Manager 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. The ASM 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 ASM 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 a

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 As a Mid-Market Account Executive, you will lead the sales process for some of the fastest growing and disruptive Broker-Dealers and RIAs in the space (50+ financial advisors). You will be in a high-impact role with CEO-level visibility, tasked with bringing in clients capable of changing our company’s trajectory. This job is being made available at an incredibly important time in Pontera’s trajectory, and there are many reasons it’s a great opportunity: a product with an immediate, measurable revenue impact for the client (share of wallet growth), a massive addressable market, and dominant category leadership in professional 401(k) management. There is a ton of greenspace. And we are looking for someone with grit, resiliency, and professionalism to capture this incredible opportunity. RESPONSIBILITIES Lead multi-threaded sales processes across C-Suite, Compliance, InfoSec, Legal, and Field Leadership. You own the deal from initial conversation through negotiation and close. Map the buyers of our prospects. Understand the goals, pl

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

Fanatics Commerce is the global leader in licensed sports merchandise, operating a vertically integrated platform that designs, manufactures, and delivers officially licensed apparel, jerseys, headwear, and collectibles for major leagues, teams, and events worldwide. With more than 900 e-commerce sites and a global omnichannel presence across digital, in-venue, and retail, Fanatics Commerce reaches fans in over 180 countries and powers official fan experiences for many of the world's most iconic sports properties. At Fanatics, we bring our BOLD Leadership Principles to life every day - building championship teams, obsessing over fans, acting with entrepreneurial speed, and delivering with a determined and relentless mindset. ROLE OVERVIEW Fanatics Licensing Management (FLM) is a standalone subsidiary of Fanatics, Inc. that serves clients ranging from college programs — including the University of Georgia, University of Kentucky, University of Miami, University of Notre Dame, University of Oregon, and the University of Wisconsin to professional properties such as the NFL Players Association, Major League Soccer, Hockey Canada, and MLB (Hard Goods), providing trademark licensing agency services and sublicensing rights management. The Licensing Administrator serves a supporting role across operations, client and contract management, and trademark enforcement, ensuring licensees meet their obligations while delivering a positive and productive partner experience. The Licensing Administrator delivers business and fan impact through BOLD leadership and execution excellence, leveraging data, automation, and AI-enabled insights. HOW WILL YOU DRIVE IMPACT Success is measured by the ability to deliver results through BOLD capabilities and measurable outcomes. Team & Leadership Impact (Build Championship Teams) • Partner with the Licensing Operations team to support prioritized projects including renewals, contract compliance, system updates, and policy change notification

Lithic is the modern card issuing and processing platform empowering ambitious financial companies to build the future of payments. Our infrastructure powers card programs for 100+ innovative clients, from fintechs reimagining credit and digital banking to platforms transforming disbursements and spend management. Companies like Mercury, Flex, and Novo rely on Lithic's developer-friendly APIs, direct network connections, and flawless reconciliation to launch and scale card programs in weeks, not years. We're building a future where access to better financial products materially improves people's lives, free from the constraints of 30-year-old mainframes and legacy processors. We're proud to be backed by world-class investors who share that vision, including Bessemer Venture Partners, Index Ventures, Spark Capital, Stripes, and Mastercard, along with many others. We're a team of 170+ across 26 states and 7 countries, headquartered in New York City. Lithic is hiring a Solutions Engineer to design and deliver technical product solutions that meet customer needs and highlight the value of our platform. In this role, you'll be the technical and strategic bridge between Lithic and our clients. You'll own complex client relationships from pre-sale through implementation, helping partners design integrations, navigate the Lithic platform, and unlock the full potential of card issuing infrastructure. This is a high-impact, highly visible role that requires equal parts technical credibility, client empathy, and cross-functional influence. You’ll be responsible to collaborate with internal teams to develop tailored solutions that clearly demonstrate the benefits of working with Lithic. If you’re passionate about technology, problem-solving, and creating exceptional customer experiences this role is for you. What You'll Do Client Engagement Serve as a trusted technical advisor to a portfolio of strategic clients, from early-stage fintechs to enterprise partne

VTS is looking for an intelligent, self-motivated sales professional to join our team as an Account Executive in our New York office. Our Account Executives are hard working, coachable, curious, adaptable and take a process-oriented approach to closing new business on a quarterly basis. If this describes you and being at the forefront of innovation in the world’s second largest asset class, then we want you on our team! As an Account Executive at VTS, you’ll lead net-new customer acquisition across strategic, high-value accounts. This role is designed for a consultative seller who thrives in complex sales cycles, can operate at the executive level, and consistently closes large, multi-year deals. You will own the full sales lifecycle—from prospecting and discovery through negotiation and close—while partnering closely with Sales Development, Solutions Engineering, Product, and Leadership To thrive in this role you must be driven, and possess an eagerness to learn. A high level of accountability towards a quality work product. You value collaboration, engaging cross-functional partners to solve challenges to ensure the best strategy is applied to the client. You should possess a natural curiosity and desire to understand the business, customer insights, and real estate industry. ** Please note that this opportunity is located in New York, NY, and requires this hire to work from our office 4 days a week. ** What Makes This Job Awesome? Help bring Commercial Real Estate into the 21st Century - map customer’s key issues to our solution Become an expert on the VTS product suite and value proposition (focus on driving tenant experience outcomes on an asset level through VTS RIse) Present to C-level executives on the value of the VTS solution through product demonstrations in person and via web tools Represent VTS and evangelize our vision through in-market events, industry groups, and CRE specific initiatives Prospect, nurture, and close new business&nbs

Lithic is the modern card issuing and processing platform empowering ambitious financial companies to build the future of payments. Our infrastructure powers card programs for 100+ innovative clients, from fintechs reimagining credit and digital banking to platforms transforming disbursements and spend management. Companies like Mercury, Flex, and Novo rely on Lithic's developer-friendly APIs, direct network connections, and flawless reconciliation to launch and scale card programs in weeks, not years. We're building a future where access to better financial products materially improves people's lives, free from the constraints of 30-year-old mainframes and legacy processors. We're proud to be backed by world-class investors who share that vision, including Bessemer Venture Partners, Index Ventures, Spark Capital, Stripes, and Mastercard, along with many others. We're a team of 170+ across 26 states and 7 countries, headquartered in New York City. Lithic is hiring for Business Operations, Program Management: a generalist role dedicated to the Program Management (PM) business line, where Lithic owns the bank relationship, handles compliance, and runs the client's card program end to end. We're expanding Program Management this year, and this person will build and run how it operates day to day, meaning the processes, reporting, and coordination across teams that today happen informally. This is a chance to build real depth in how sponsor bank partnerships and card programs work, in payments and fintech more broadly, while working directly with the Head of Program Management. Job responsibilities: Own how PM operates day to day, meaning the process, tooling, and reporting that let the business actually be run and measured Take on cross-functional projects that touch Risk, Compliance, Bank Operations, Legal, Sales, and Product, and see them through to a result, not just a status update Assist in building and launching new PM initiatives from concept to comp

Zscaler (NASDAQ: ZS) accelerates digital transformation so customers can be more agile, efficient, resilient, and secure. The Zscaler Zero Trust Exchange™️ platform protects thousands of customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location. Distributed across 160+ public exchanges globally and thousands of private exchanges at the edge, the SASE-based Zero Trust Exchange is the world’s largest in-line cloud security platform. We believe the future of work is Human + AI and are building an AI-native enterprise where human potential is amplified by machine intelligence to solve the world’s hardest security challenges. Driven by deep customer obsession, we are committed to the mission, outcome, and to each other. We bring these commitments to life through three core behaviors: ownership and collaboration, trust through outcomes and impact, and a challenge culture with ongoing feedback. Ready to make an impact at the company pioneering security transformation in the AI era? Join us at Zscaler. We are looking for an Account Executive based in Chicago to join our Sales and Go-to-Market team, reporting to the Regional Director. The Zscaler Sales and Go-to-Market team is a global group of professionals passionate about driving a secure, cloud-enabled digital future. You will demonstrate the power and agility of Zscaler cloud transformation to the world while cementing our position as the global leader in cloud security. What you’ll do (Role Expectations) Build relationships with important internal and customer stakeholders, including c-suite decision-makers Create a long-term account strategy aligned with customer goals Collaborate with our teams to meet customer needs and contribute to account planning Be a trusted advisor, understanding client businesses and aligning Zscaler solutions with their goals Who You Are (Success Profile) You thrive in ambiguity. You're comfortable building the path as you walk it. You

Zscaler (NASDAQ: ZS) accelerates digital transformation so customers can be more agile, efficient, resilient, and secure. The Zscaler Zero Trust Exchange™️ platform protects thousands of customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location. Distributed across 160+ public exchanges globally and thousands of private exchanges at the edge, the SASE-based Zero Trust Exchange is the world’s largest in-line cloud security platform. We believe the future of work is Human + AI and are building an AI-native enterprise where human potential is amplified by machine intelligence to solve the world’s hardest security challenges. Driven by deep customer obsession, we are committed to the mission, outcome, and to each other. We bring these commitments to life through three core behaviors: ownership and collaboration, trust through outcomes and impact, and a challenge culture with ongoing feedback. Ready to make an impact at the company pioneering security transformation in the AI era? Join us at Zscaler. About the Role We are looking for an Account Executive to join our Sales and Go-to-Market team. This role is based in the greater Dallas, TX area, reporting to the Regional Director. You will be part of a global group of professionals passionate about delighting our customers, nurturing trusted partnerships, and sharing expertise to drive a secure, cloud-enabled digital future. By demonstrating the power and agility of cloud transformation, you will help cement our position as the world leader in cloud security. What you’ll do (Role Expectations) Build relationships with important internal and customer stakeholders, including c-suite decision-makers Create a long-term account strategy aligned with customer goals Collaborate with internal teams to meet customer needs and contribute to comprehensive account planning Act as a trusted advisor by understanding client businesses and aligning technical solutions with their stra

Zscaler (NASDAQ: ZS) accelerates digital transformation so customers can be more agile, efficient, resilient, and secure. The Zscaler Zero Trust Exchange™️ platform protects thousands of customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location. Distributed across 160+ public exchanges globally and thousands of private exchanges at the edge, the SASE-based Zero Trust Exchange is the world’s largest in-line cloud security platform. We believe the future of work is Human + AI and are building an AI-native enterprise where human potential is amplified by machine intelligence to solve the world’s hardest security challenges. Driven by deep customer obsession, we are committed to the mission, outcome, and to each other. We bring these commitments to life through three core behaviors: ownership and collaboration, trust through outcomes and impact, and a challenge culture with ongoing feedback. Ready to make an impact at the company pioneering security transformation in the AI era? Join us at Zscaler. About the Role We are looking for an Account Executive to join our Sales and Go-to-Market team. This role is based in New York, reporting to the Regional Director. You will be part of a global group of professionals passionate about delighting our customers, nurturing trusted partnerships, and sharing expertise to drive a secure, cloud-enabled digital future. By demonstrating the power and agility of cloud transformation, you will help cement our position as the world leader in cloud security. What you’ll do (Role Expectations) Build relationships with important internal and customer stakeholders, including c-suite decision-makers Create a long-term account strategy aligned with customer goals Collaborate with internal teams to meet customer needs and contribute to comprehensive account planning Act as a trusted advisor by understanding client businesses and aligning technical solutions with their strategic goals W

Zscaler (NASDAQ: ZS) accelerates digital transformation so customers can be more agile, efficient, resilient, and secure. The Zscaler Zero Trust Exchange™️ platform protects thousands of customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location. Distributed across 160+ public exchanges globally and thousands of private exchanges at the edge, the SASE-based Zero Trust Exchange is the world’s largest in-line cloud security platform. We believe the future of work is Human + AI and are building an AI-native enterprise where human potential is amplified by machine intelligence to solve the world’s hardest security challenges. Driven by deep customer obsession, we are committed to the mission, outcome, and to each other. We bring these commitments to life through three core behaviors: ownership and collaboration, trust through outcomes and impact, and a challenge culture with ongoing feedback. Ready to make an impact at the company pioneering security transformation in the AI era? Join us at Zscaler. We are looking for an Account Executive based in California to join our Sales and Go-to-Market team, reporting to the Regional Director. The Zscaler Sales and Go-to-Market team is a global group of professionals passionate about driving a secure, cloud-enabled digital future. You will demonstrate the power and agility of Zscaler cloud transformation to the world while cementing our position as the global leader in cloud security. What you’ll do (Role Expectations) Build relationships with important internal and customer stakeholders, including c-suite decision-makers Create a long-term account strategy aligned with customer goals Collaborate with our teams to meet customer needs and contribute to account planning Be a trusted advisor, understanding client businesses and aligning Zscaler solutions with their goals Who You Are (Success Profile) You thrive in ambiguity. You're comfortable building the path as you walk it. Y

Zscaler (NASDAQ: ZS) accelerates digital transformation so customers can be more agile, efficient, resilient, and secure. The Zscaler Zero Trust Exchange™️ platform protects thousands of customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location. Distributed across 160+ public exchanges globally and thousands of private exchanges at the edge, the SASE-based Zero Trust Exchange is the world’s largest in-line cloud security platform. We believe the future of work is Human + AI and are building an AI-native enterprise where human potential is amplified by machine intelligence to solve the world’s hardest security challenges. Driven by deep customer obsession, we are committed to the mission, outcome, and to each other. We bring these commitments to life through three core behaviors: ownership and collaboration, trust through outcomes and impact, and a challenge culture with ongoing feedback. Ready to make an impact at the company pioneering security transformation in the AI era? Join us at Zscaler. About the Role We are looking for an Account Executive to join our Sales and Go-to-Market team. This role is based in the greater Southern CA area, reporting to the Regional Director. You will be part of a global group of professionals passionate about delighting our customers, nurturing trusted partnerships, and sharing expertise to drive a secure, cloud-enabled digital future. By demonstrating the power and agility of cloud transformation, you will help cement our position as the world leader in cloud security. What you’ll do (Role Expectations) Build relationships with important internal and customer stakeholders, including c-suite decision-makers Create a long-term account strategy aligned with customer goals Collaborate with internal teams to meet customer needs and contribute to comprehensive account planning Act as a trusted advisor by understanding client businesses and aligning technical solutions with th

Zscaler (NASDAQ: ZS) accelerates digital transformation so customers can be more agile, efficient, resilient, and secure. The Zscaler Zero Trust Exchange™️ platform protects thousands of customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location. Distributed across 160+ public exchanges globally and thousands of private exchanges at the edge, the SASE-based Zero Trust Exchange is the world’s largest in-line cloud security platform. We believe the future of work is Human + AI and are building an AI-native enterprise where human potential is amplified by machine intelligence to solve the world’s hardest security challenges. Driven by deep customer obsession, we are committed to the mission, outcome, and to each other. We bring these commitments to life through three core behaviors: ownership and collaboration, trust through outcomes and impact, and a challenge culture with ongoing feedback. Ready to make an impact at the company pioneering security transformation in the AI era? Join us at Zscaler. About the Role We are looking for a Majors Account Executive to join our Sales and Go-to-Market team. This role is based in the greater Chicago area, reporting to the Regional Director. You will be part of a global group of professionals passionate about delighting our customers, nurturing trusted partnerships, and sharing expertise to drive a secure, cloud-enabled digital future. By demonstrating the power and agility of cloud transformation, you will help cement our position as the world leader in cloud security. What you’ll do (Role Expectations) Build relationships with important internal and customer stakeholders, including c-suite decision-makers. Create a long-term account strategy aligned with customer goals. Collaborate with internal teams to meet customer needs and contribute to comprehensive account planning. Act as a trusted advisor by understanding client businesses and aligning technical solutions wi

Zscaler (NASDAQ: ZS) accelerates digital transformation so customers can be more agile, efficient, resilient, and secure. The Zscaler Zero Trust Exchange™️ platform protects thousands of customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location. Distributed across 160+ public exchanges globally and thousands of private exchanges at the edge, the SASE-based Zero Trust Exchange is the world’s largest in-line cloud security platform. We believe the future of work is Human + AI and are building an AI-native enterprise where human potential is amplified by machine intelligence to solve the world’s hardest security challenges. Driven by deep customer obsession, we are committed to the mission, outcome, and to each other. We bring these commitments to life through three core behaviors: ownership and collaboration, trust through outcomes and impact, and a challenge culture with ongoing feedback. Ready to make an impact at the company pioneering security transformation in the AI era? Join us at Zscaler. About the Role We are looking for an Account Executive to join our Sales and Go-to-Market team. This role is based in the greater Bay Area, reporting to the Regional Director. You will be part of a global group of professionals passionate about delighting our customers, nurturing trusted partnerships, and sharing expertise to drive a secure, cloud-enabled digital future. By demonstrating the power and agility of cloud transformation, you will help cement our position as the world leader in cloud security. What you’ll do (Role Expectations) Build relationships with important internal and customer stakeholders, including c-suite decision-makers Create a long-term account strategy aligned with customer goals Collaborate with internal teams to meet customer needs and contribute to comprehensive account planning Act as a trusted advisor by understanding client businesses and aligning technical solutions with thei

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