Client Onboarding Specialist in New York

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 Advisor Experience team is a new engineering team within Addepar’s Core Product Engineering organization, focused on building the products and experiences that define how financial advisors and their clients interact on the Addepar platform. Initially this role will focus on our new Secure Message Center — a compliant messaging experience built into Addepar’s client portal — but the scope extends well beyond messaging. We’re building the connective tissue between advisors and the investors they serve, creating workflows that make every interaction more informed, more personal, and more seamless. As the Engineering Manager for this team, you’ll lead a small, growing group of engineers and shape both the technical direction and team culture from the early stages. You’ll partner closely with product management and design to translate an ambitious product vision into shipped software. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B , F-1 /OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You'll Do Lead, mentor, and grow a team of full-stack en

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 We are seeking a Staff Full Stack Software Engineer to join the Advisor Experience team as our Technical Lead. Our team is focused on building tools for financial advisors to grow and sustain their business. We oversee bespoke products for advisors and develop advisor-focused capabilities throughout the Addepar platform. In this role, you will be the primary technical anchor for new capabilities including Secure Message Center — a compliant messaging experience built into Addepar's client portal that allows advisors and their clients to communicate directly within the platform. You will partner directly with Engineering Leadership and Product Management to build a modern, scalable architecture from the ground up. Beyond system design, you will act as a true engineering multiplier: setting technical standards, mentoring junior and mid-level engineers, and working alongside other senior engineers and AI specialists to deliver high-impact advisor tools. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employme

The New Business Sales Executive is responsible for cultivating and increasing new business revenue, maximizing share of wallet and client penetration by identifying key influencers and decision makers. This role has unique, specialized Financial Services industry knowledge and expertise in identifying potential revenue opportunities through networking and aggressive field sales techniques. The New Business Sales Executive plays a pivotal role in client negotiations, pricing agreements and relationship development. They work collaboratively with peers internally to ensure consistency in account planning activities, customer service standards and achievement of revenue goals. Client interaction is at the highest decision-making level to position Getty Images as the ultimate value provider of content across all products and services. The Sales team works to grow our customer base across all regions by understanding how visual content plays a part for our customers' businesses—and how our products and services can help them overcome challenges, elevate their message, and achieve their goals. As a key contributor to our Financial Services segment, you will play a vital role in driving new business revenue, expanding our market share, and establishing strong relationships with key decision makers within the industry. Your Next Challenge: Build a target list of leads and aggressively identify viable opportunities to grow revenue/sales. Analyze and use industry and business segment knowledge and apply it to deep discovery, identifying customer needs to influence and drive business outcomes. Aggressively sell to these leads, building lasting professional relationships with new contacts up to C-suite level by proposing solutions which meet their needs. Demonstrate consistent sales activity daily habits contributing to progressing leads through sa

About Pinterest: Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we’re on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product. Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other’s unique experiences and embrace the flexibility to do your best work. Creating a career you love? It’s Possible. At Pinterest, AI isn't just a feature, it's a powerful partner that augments our creativity and amplifies our impact, and we’re looking for candidates who are excited to be a part of that. To get a complete picture of your experience and abilities, we’ll explore your foundational skills and how you collaborate with AI. Through our interview process, what matters most is that you can always explain your approach, showing us not just what you know, but how you think. You can read more about our AI interview philosophy and how we use AI in our recruiting process here . Pinterest is on a mission to improve the comprehensiveness and shoppability of ads on our platform. We’re accomplishing this by expanding our advertising demand sources through partnerships with third-party ad platforms and working closely with Agencies and media companies who manage performance marketing budgets. As a Senior Manager, Programmatic Sales, you will be instrumental in shaping the sales strategy for our programmatic ad products. This includes building and leading a team focused on increasing adoption and achieving sustained revenue growth. You will collaborate closely with product marketing and product leadership to implement sales strategies, gather customer feedback, and influence our product roadmap to ensure future investment in our solutions. What you’ll do: Build and deepen relationships with client executives, programma

#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

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary It is a great time to join the beauty retail division of CVS Health, as America's leading retail pharmacy with more than 9,000 stores and continuing to grow. We seek a talented, sales-oriented Beauty Sales Consultant who is passionate about the retail beauty industry and believes the client experience should be top-notch. Our customers will experience your passion for beauty and sales skills as you share the latest beauty trends and techniques through your extensive industry knowledge. As a Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to every client who enters the store's beauty zone and strive to build a personalized, robust basket for each customer. Customer Sales Experience Seek out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer needs, effective upselling and suggestive selling, as well as subsequent follow-up contact to build lasting relationships. Engage in conversation with each customer as they enter the beauty zone; listen to and be sensitive to the customer's information, be conscious of their needs and provide specialized sales advice. Maneuver in a conversation to stimulate a different thought process. It would

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary It is a great time to join the beauty retail division of CVS Health, as America's leading retail pharmacy with more than 9,000 stores and continuing to grow. We seek a talented, sales-oriented Beauty Sales Consultant who is passionate about the retail beauty industry and believes the client experience should be top-notch. Our customers will experience your passion for beauty and sales skills as you share the latest beauty trends and techniques through your extensive industry knowledge. As a Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to every client who enters the store's beauty zone and strive to build a personalized, robust basket for each customer. Customer Sales Experience Seek out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer needs, effective upselling and suggestive selling, as well as subsequent follow-up contact to build lasting relationships. Engage in conversation with each customer as they enter the beauty zone; listen to and be sensitive to the customer's information, be conscious of their needs and provide specialized sales advice. Maneuver in a conversation to stimulate a different thought process. It would

Specialist - Collaboration Description - The Collaboration Specialist is responsible for owning the Video/Voice Solution focused selling activities aligned to an overall account strategy and the Account Executive (AE) with existing or new accounts. This role focuses on driving innovation, value proposition, account acquisition, pipeline management, and strategic collaboration, and delivering forward-thinking service offerings that address client needs in a rapidly evolving technology landscape. Key Responsibilities Use collaboration expertise to drive proactive initiatives for Video/Voice solutions. Provide expert support and lead technical sales leads. Maintain knowledge of competitors' value propositions and navigate complex organizational structures. Achieve sales quotas and drive successful sales initiatives. Collaborate with the AE to identify, land, adopt, expand, renew, and close opportunities. Ensure high-quality pipeline management and strategic collaboration. Establish and maintain consultative relationships with clients at all levels, including executive leadership Develop and present outcome-based solutions tailored to customer business needs Education & Experience Recommended: Bachelor’s degree is preferred but not required. Minimum of 5 years of experience in sales or a similar role. Proven track record of achieving sales quotas and driving business growth. Experience in managing sales processes and building customer relationships. Strong understanding of market trends and ability to turn insights into business opportunities. Knowledge & Skills Expertise in c

Print Sales Specialist Description - HP is seeking to identify highly motivated and qualified individuals for various future opportunities. Although there may not be an immediate opening, in anticipation of these opportunities becoming available, completing a profile will allow us to evaluate your qualifications and interests and will allow us to stay connected. Job Description: The Print Sales Specialist is responsible for specializing in sales, collaborating with Ownership Teams, managing account relationships, and providing expertise on HP's products and services. This role focuses on achieving sales quotas, developing proposals, landing new logos, and ensuring client hand-offs. The Print Sales Specialist owns Print Solutions focused selling activities aligned to an overall account strategy with existing or new accounts. Key Responsibilities Specialize in sales and collaborate with Ownership Teams. Manage account relationships and provide expertise on HP's products and services including software. Achieve sales quotas and develop proposals. Land new logos and ensure client hand-offs. Identify and pursue expansion opportunities within existing and new accounts Collaborate with the AE and Pursuit resources to identify, land, adopt, expand, renew, and close opportunities. Owns the Print focused selling activities aligned to an overall account strategy and collaborates with AE on Route to Market decisions including dMPS, iMPS or transactional. Develops productive relationships with key print focused channel partners to drive pipeline Ensure high-quality pipeline management and achieve sales quotas. Establish a professional, working, and consultative, relationship with the client, up to and including the C-level for mid-to-large accounts, by develop

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, you will play a crucial role in this pursuit by leading high visibility, retail construction projects and delivering exceptional results for our client within Financial Services. Your innovative approach, collaborative mindset, and commitment to success will help us further strengthen our culture of collaboration and advancement. Your day-to-day tasks will include: Delivering exceptional project management services Managing and overseeing all aspects of projects, including planning, budgeting, scheduling, and execution with client processes and tools. Ensuring projects are completed on time, within budget, and meet quality standards through adhering to client processes and tools. Providing mentorship/leadership to project teams, empowering them to thrive and excel. Developing and maintaining strong relationships with key stakeholders, working closely with clients to understand their objectives and delivering tailored solutions that exceed expectations. Driving innovative ways of working, constantly seeking new approaches and technologies to enhance project management processes and outcomes. <li

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, New Business on the US Consulting Group. This person will report directly to the Executive Vice President, US Consulting as they secure new relationships with our target client base (top global management consultancies, market research, advertising, and audit and advisory firms). 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 supp

At Lyft, our purpose is to serve and connect. We aim to achieve this by cultivating a work environment where all team members belong and have the opportunity to thrive. With Lyft Business, sales isn't a script you follow. It's a problem you solve in real time. As Business Associate for Lyft Business, you'll drive growth and expansion within your existing book of business in a market where transportation touches nearly every part of daily life. Success here isn't just about closing deals; it's about the judgment to identify where your time has the biggest return, and the strategic thinking to advise each client like a trusted partner as you grow their business with us. This job rewards people who think critically about where to focus their energy. Priorities will evolve, systems are still maturing, and you won't always have a playbook for every situation, but you'll have the experience and confidence to navigate ambiguity and make an impact as we figure it out. The people who thrive here are the ones who are resourceful, hard to rattle, and genuinely motivated by finding the right product fit for a client, especially when a conversation gets complex or unexpected. You'll focus on expanding and deepening relationships with small and mid-sized businesses, becoming a Lyft product expert who can efficiently resolve common support issues and guide clients through solutions that fit their needs. In this hybrid role, you will balance inbound and outbound outreach, but with a sharper eye toward prioritization: identifying key decision makers and influencers within your top accounts, and focusing your energy where it will drive the most growth. You're the hunter and the farmer, now with the experience to know which fields are worth tending. You'll be part of a driven, tight-knit sales team that's laser-focused on winning and growing business. We're looking for people who know how to apply critical thinking and strong judgment around ROI, work well with cross-functional partne

Healthcare is complex. We’re here to change that. RVO Health is a health technology company on a mission to make health easier to navigate, more accessible, and more affordable for everyone. Here, you'll help over 40 million people every month, with a team that genuinely cares about the work and each other. At A Glance The Account Planning & Success (APS) team is a vital part of our Media business. We oversee the operational planning and execution of digital ad campaigns, focusing on client satisfaction and campaign success. Our collaborative spirit drives us to partner closely with Sales, clients, and other supporting teams to ensure campaigns are planned and executed flawlessly, consistently exceeding expectations. As a Manager, Account Planning & Success, you own accurate, on-time execution across your book of business. Where You'll Be Location: New York City | Hybrid We believe great collaboration happens when we're together, solving problems, learning from each other, and connecting as a team. That's why we’re in our offices Tuesday through Thursday each week. You are welcome to work remotely Mondays and Fridays if you wish. Office address: 250 Park Ave South New York, NY 10003 What You’ll Do Campaign Management & Execution Build and revise media plans within SLA, ensuring every plan is accurate and deliverable before it reaches a client. Validate inventory feasibility before every plan goes out the door, flagging gaps early rather than after a plan is already live. Handle day-to-day changes, optimizations, and maintenance of media plans. Maintain media plans in the Order Management System for accurate invoicing and revenue booking. Process insertion order changes and ensure all stakeholders are aligned on campaign tactics and expectations. Collaborate with AdOps, Performance, and internal teams to ensure flawless execution — delivering on time, mitigating revenue risk, and meeting or exceeding KPIs. Align on client monthly billing requi

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 Consulting Group. This person will report directly to the Executive Vice President, US Consulting as they secure new relationships with our target client base (top global management consultancies, market research, advertising, and audit and advisory firms). 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,

Overview: Guidepoint’s Legal team plays an important and global role across all our offices. The team provides their expertise, advise, recommendation and support to multiple parts of the business to ensure a seamless and efficient process. We are currently seeking a Contracts Specialist to serve as the main point of contact between the legal team and internal/external stakeholders regarding all contract management, including drafting, reviewing, and negotiation. This role will report to our Associate General Counsel. What You'll Do: Drafting, reviewing and negotiating all types of contracts, including client and vendor agreements, non-disclosure agreements, contract amendments and renewals, Statements of Work, data processing agreements, SaaS agreements, etc., for global stakeholders in various company locations Responsible for managing Contracts Queue and coordination of all aspects of contract management Serve as primary contact between the legal department and internal and external stakeholders seeking contract review and revision, copies, questions, status updates etc. Review, respond and manage contracts-related questions within the Contracts inbox Manage Contract Template library and other knowledge management functions Ensure compliance with contract approval policies and procedures Liaise with Legal, Compliance, and Sales teams on contracts as needed Special projects on an as-needed basis What You Have: Bachelor’s Degree, with at least 3 years' experience working with contracts Law Degree is a big plus, but is not required Contract management experience, preferably in-house Experience reviewing, editing, interpreting and negotiating legal agreements Experience reviewing and negotiating corporate master services agreements Strong organizational and communications skills, ability to set priorities, handle multiple tasks and projects, track and follow up on projects Excellent interpersonal skills and ability to work collaboratively in