Jobs in United States

Client Onboarding in New York

136 active opportunities · Updated October 2026

Explore current client onboarding jobs in New York. Filter by work mode, employment type, experience, department, date posted and distance.

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📍 New York, New York, United States· Full-time
✓ High-confidence listing

From $65K/yr

Quick readStrong listing-quality and freshness signals

Overview: Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint. Guidepoint is seeking qualified candidates for a role as Business Development Associate on the US Corporate Growth team. This person will report directly to the SVP, Corporate Client Growth as they secure new relationships with our target client base. This is a hybrid position out of our New York City office. What You’ll Do: Develop a working knowledge of industry coverage and the competitive landscape. Partner with management to identify top-tier new business opportunities based on strategic business development criteria and targets. Conduct outbound prospecting to generate leads and lead introductory/exploratory calls with prospects Meet designated sales targets using a strategic and thoughtful process designed to partner with clients and add value to their process Onboard new users effectively Work closely with the client service team to collect feedback on open and closed projects What You Have: Bachelor's degree from an accredited college/university Broad base knowledge of the sales process from lead generation to relationship management Excellent communicator capable of handling high-profile clients Demonstrated ability to work in a team atmosphere A desire to work in a fast-paced entrepreneurial environment Initiative and ability to handle increasing responsibility over time Excellent written and verbal communication skills AI fluency and experience using AI-enabled tools to support research, organization, prioritization, and written communication Ability to use AI-enabled tools thoughtfully an

G
📍 New York, New York, United States· Full-time
✓ High-confidence listing
Quick readStrong listing-quality and freshness signals

Overview: Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint. The Business Development team is looking for a Sales Development Representative/Business Development Intern to further develop our business with corporations, financial institutions, and consulting firms within the region . The Associate will be responsible for assisting in building a pipeline of prospects across a variety of industries. This is an exciting opportunity for a self-starter who wants to learn more about financial services, consulting, or other industries and make a significant contribution to our business model. This is a hybrid role based in our New York City office starting June 7, 2027. The application deadline for this role is November 1, 2026. What You'll Do: Help create and develop a robust pipeline of qualified prospects Research target industries, sub-sectors and companies in order to understand their information/ research needs and pain-points Map companies in order to identify target groups and job functions Prospect targets via email and telephone and schedule meetings Generate engaging content for meetings with prospects and effectively articulate our value proposition Develop a strong knowledge and understanding of the competitive landscape Provide client/ prospect feedback to sales and management What You Have: Pursuing a Bachelors degree, graduating in 2028 Mature communicator capable of handling high-profile clients Intellectual curiosity and desire to learn Demonstrated ability to work both individually and as a part of a team Ability to think creatively and prioriti

LA
📍 New York, United States· Full-time
✓ High-confidence listing
Quick readStrong listing-quality and freshness signals

ROLE SUMMARY As a Senior / Business Consultant at Lynx, your primary role is to oversee our commercial projects, ensuring their successful journey from conception to full implementation, while driving account growth and business development. Your key responsibilities will encompass the entire project cycle, including defining critical milestones, resource planning, task allocation, mapping dependencies, and, most importantly, ensuring the timely delivery of results. You'll be the driving force behind our project execution, ensuring that our clients' objectives are met, and their expectations exceeded. You will also be responsible for building and maintaining client relationships, and driving cross-selling and up-selling opportunities. If you thrive on taking ownership of projects and leading them to successful outcomes, we invite you to consider a career with Lynx. This role is a unique opportunity to contribute your project management expertise and make a tangible impact on our clients' businesses. Join us in delivering excellence one project at a time. WHAT THIS INVOLVES Accountability for end to end project delivery including commercial KPIs such as timely delivery, keeping within budget and at margin Leading all project stages including - contracting, scoping & kick-off, execution and post implementation reviews Collaborating with legal, business development, product and technical teams to ensure seamless execution Work with clients, technical staff and management to determine and resolve issues associated with project implementation Function as the liaison between our clients and our technical teams throughout the solution implementation cycle Building a strong relationship of trust and credibility with relevant client stakeholders both for the project and for Lynx as a company Build a motivating and collegiate working environment with the team aligned to our company’s core values Actively identify and pursue new business opportunities for existing a

AIGoRustExcel
LA
📍 New York, United States· Full-time
✓ High-confidence listing
Quick readStrong listing-quality and freshness signals

We are investing in agentic AI and need a Senior AI Engineer to lead the design and delivery of these systems. This is a foundational hire: you will own both the agent-facing workstreams — pipelines, orchestration, conversational interfaces — and the underlying context layer that makes them reliable, including memory management, knowledge graph integration, and retrieval infrastructure. You will work closely with data engineers, project leads, and client stakeholders, and play a key role in shaping how Lynx builds and ships AI solutions at scale. What This Involves: Lead the architecture and delivery of agentic AI systems end-to-end: agents, orchestration, tool use, and multi-step reasoning workflows. Own the context layer: design and implement memory architectures (episodic, semantic, working memory) and integrate GraphRAG and knowledge graph retrieval into agentic pipelines. Build robust RAG systems — including vector retrieval, graph traversal, and hybrid search — and ensure retrieval quality through evaluation frameworks. Translate client requirements into technical designs, presenting approaches and trade-offs to both technical and non-technical stakeholders. Define standards and reusable patterns for agentic AI development that other engineers at Lynx can build on. Set up observability, evaluation, and monitoring pipelines to ensure AI systems perform correctly in production. Requirements: 5–8 years of software or ML engineering experience, with at least 2–3 years building LLM-based or agentic AI systems in production. Deep hands-on experience with agentic frameworks (LangChain, LlamaIndex, AutoGen, CrewAI, or similar) and LLM APIs (OpenAI, Anthropic, etc.). Strong understanding of agent design patterns: ReAct, planning loops, tool use, multi-agent coordination, and memory architectures. Practical experience with GraphRAG or knowledge graph-based retrieval (e.g., Neo4j, Microsoft GraphRAG) and vector databases (Pinecone, Weaviate, Qdrant, etc.). Proficiency in

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JI
📍 New York, NY, United States
✓ Quality checkedCompany trend +1800%

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. What this job involves: As a Senior Project Manager for our Healthcare team, you will serve as a dedicated Owner's Representative, guiding complex infrastructure projects from concept to completion. This position requires a unique blend of deep technical expertise in mechanical and electrical systems and sophisticated client-facing skills to champion our clients' interests. At JLL, we are collectively shaping a brighter way for our clients, and in this role, you will be their trusted advocate—ensuring healthcare facilities are delivered on schedule, within budget, and to the highest standards of quality and regulatory compliance. You will act as the central point of communication, translating intricate technical details into clear, strategic actions for all project stakeholders. What your day-to-day will look like: Serve as the owner’s primary advocate and liaison, fostering collaboration between the client, design teams, contractors, and all project stakeholders. Manage overall project performance, including scope, schedule, and budget, to ensure successful delivery against key milestones. Provide expert technical oversight for mechanical (HVAC, medical gas, plumbing) and electrical (power distribution, emergency power) infrastructure systems. Review design d

Artificial IntelligenceAIProject ManagementPmp
O
📍 New York, New York, United States· Full-time
✓ Quality checkedCompany trend -80.2%

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 As an Agency Partner, you will be responsible for driving new and expanded advertising revenue through strategic relationships with leading agency holding companies.. You will help agencies and their clients leverage OpenAI’s platform to connect with highly engaged audiences in innovative and responsible ways. This role is focused on building and growing agency partnerships that unlock opportunities across a broad portfolio of advertisers. You will own the agency partnership strategy—from executive relationship development and joint business planning to agency education and portfolio activation—establishing OpenAI as a trusted partner and driving sustained adoption and revenue growth across agencies and their clients. You’ll partner closely with Client Partners, Account Managers, and cross-functional teams to coordinate agency engagement, identify priority advertiser opportunities, and ensure consistent execution across your agency portfolio. This role is based in our New York City office, and candidates are expected to work from the office three days per week. In this role, you will: Develop and execute strategic agency partnership plans that increase adoption, unlock advertiser investment, and drive revenue growth across agency holding companies and independent agencies. Develop and execute strategic agency plans that drive advertiser adoption, client ROI, and long-term revenue growth. Build and maintain relationships with senior agency decision-makers across investment, strategy, planning, innovation, data, commer

AWSGitRestAI
P
📍 New York, New York, United States
✓ High-confidence listing

$125K – $175K/yr

Quick readStrong listing-quality and freshness signals

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

P
📍 New York, New York, United States· Full-time
✓ High-confidence listing

From $125K/yr

Quick readStrong listing-quality and freshness signals

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

RestAIGoRust
P
📍 New York, New York, United States· Full-time
✓ High-confidence listing

From $185K/yr

Quick readStrong listing-quality and freshness signals

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

AIGoRustExcel
FC
📍 New York, NY, United States· Full-time
✓ High-confidence listing
Quick readStrong listing-quality and freshness signals

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

GitRestAIGo
L
📍 New York, New York, United States· Full-time
✓ High-confidence listing

$170K – $225K/yr

Quick readStrong listing-quality and freshness signals

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

GitAIGoRust
V
📍 New York, New York, United States· Full-time
✓ High-confidence listing

From $50K/yr

Quick readStrong listing-quality and freshness signals

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

AIGoExcelSalesforce
L
📍 New York, New York, United States· Full-time
✓ High-confidence listing

$900K – $1.2M/yr

Quick readStrong listing-quality and freshness signals

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

GitRestAISEM
Z
📍 New York, United States· Full-time· Remote
✓ High-confidence listing

From $120.8K/yr

Quick readStrong listing-quality and freshness signals

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

AWSGitAgileAI
B
📍 New York, New York, United States· Full-time
✓ High-confidence listing

$192K – $240K/yr

Quick readStrong listing-quality and freshness signals

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Data at Brex Our Scientists and Engineers work together to make data — and insights derived from data — a core asset across Brex. But it’s more than just crunching numbers. The Data team at Brex develops infrastructure, statistical models, and products using financial data. Our work is ingrained in Brex’s decision-making process, the efficiency of our operations, our risk management policies, and the unparalleled experience we provide our consumers. What you’ll do This position is on our Data Enablement Platform team. The Brex product requires a huge amount of data to power our client experiences. With a largely async architecture, proliferation of services and multiple operations systems, this data originates from many different sources and in different forms. To ensure that our product experience is unbounded in how it leverages this data, the Data Enablement Platform team owns and operates the systems required to deliver it t

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