Client Service Representative in Boston

Overview: Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding each client’s specific research needs and delivering targeted expert matches, often within hours, the team plays a critical role in providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address them, and recruit new experts into Guidepoint’s global network of more than 1,750,000 Advisors. The role offers exposure to a dynamic, results-oriented environment where strong judgment, responsiveness, and the ability to execute across multiple priorities are highly valued. Due to the collaborative nature of the Client Service team, the work schedule is hybrid with three days in the office required. Who We Are: High-performing team driven by execution, accountability, and consistent client impact Client-centric culture where responsiveness, resourcefulness, and attention to detail define how we operate Team committed to developing talent through hands-on mentorship, coaching, and leadership support Workplace that embeds continuous learning and career development as a core part of how we grow and excel Environment where strong performers take on increasing leadership, commercial responsibility, and client ownership Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory What You Will Own: Recruit new experts into Guidepoint’s network and engage them for client consultations Independently conduct targeted research across LinkedIn, press releases, company websites, case studies, and other public sources to identify relevant subject-matter experts Lead cold outreach, phone-based vetting, and screening conversations with experts to evalu

Overview: Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding each client’s specific research needs and delivering targeted expert matches, often within hours, the team plays a critical role in providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address them, and recruit new experts into Guidepoint’s global network of more than 1,750,000 Advisors. The role offers exposure to a dynamic, results-oriented environment where strong judgment, responsiveness, and the ability to execute across multiple priorities are highly valued. Due to the collaborative nature of the Client Service team, the work schedule is hybrid with three days in the office required. Who We Are: High-performing team driven by execution, accountability, and consistent client impact Client-centric culture where responsiveness, resourcefulness, and attention to detail define how we operate Team committed to developing talent through hands-on mentorship, coaching, and leadership support Workplace that embeds continuous learning and career development as a core part of how we grow and excel Environment where strong performers take on increasing leadership, commercial responsibility, and client ownership Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory What You Will Own: Recruit new experts into Guidepoint’s network and engage them for client consultations Independently conduct targeted research across LinkedIn, press releases, company websites, case studies, and other public sources to identify relevant subject-matter experts Lead cold outreach, phone-based vetting, and screening conversations with experts to evalu

Overview: Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding each client’s specific research needs and delivering targeted expert matches, often within hours, the team plays a critical role in providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address them, and recruit new experts into Guidepoint’s global network of more than 1,750,000 Advisors. The role offers exposure to a dynamic, results-oriented environment where strong judgment, responsiveness, and the ability to execute across multiple priorities are highly valued. Due to the collaborative nature of the Client Service team, the work schedule is hybrid with three days in the office required. Who We Are: High-performing team driven by execution, accountability, and consistent client impact Client-centric culture where responsiveness, resourcefulness, and attention to detail define how we operate Team committed to developing talent through hands-on mentorship, coaching, and leadership support Workplace that embeds continuous learning and career development as a core part of how we grow and excel Environment where strong performers take on increasing leadership, commercial responsibility, and client ownership Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory What You Will Own: Recruit new experts into Guidepoint’s network and engage them for client consultations Independently conduct targeted research across LinkedIn, press releases, company websites, case studies, and other public sources to identify relevant subject-matter experts Lead cold outreach, phone-based vetting, and screening conversations with experts to evalu

Overview: Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding each client’s specific research needs and delivering targeted expert matches, often within hours, the team plays a critical role in providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address them, and recruit new experts into Guidepoint’s global network of more than 1,750,000 Advisors. The role offers exposure to a dynamic, results-oriented environment where strong judgment, responsiveness, and the ability to execute across multiple priorities are highly valued. Due to the collaborative nature of the Client Service team, the work schedule is hybrid with three days in the office required. Who We Are: High-performing team driven by execution, accountability, and consistent client impact Client-centric culture where responsiveness, resourcefulness, and attention to detail define how we operate Team committed to developing talent through hands-on mentorship, coaching, and leadership support Workplace that embeds continuous learning and career development as a core part of how we grow and excel Environment where strong performers take on increasing leadership, commercial responsibility, and client ownership Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory What You Will Own: Recruit new experts into Guidepoint’s network and engage them for client consultations Independently conduct targeted research across LinkedIn, press releases, company websites, case studies, and other public sources to identify relevant subject-matter experts Lead cold outreach, phone-based vetting, and screening conversations with experts to evalu

Overview: Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding each client’s specific research needs and delivering targeted expert matches, often within hours, the team plays a critical role in providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address them, and recruit new experts into Guidepoint’s global network of more than 1,750,000 Advisors. The role offers exposure to a dynamic, results-oriented environment where strong judgment, responsiveness, and the ability to execute across multiple priorities are highly valued. Due to the collaborative nature of the Client Service team, the work schedule is hybrid with three days in the office required. Who We Are: High-performing team driven by execution, accountability, and consistent client impact Client-centric culture where responsiveness, resourcefulness, and attention to detail define how we operate Team committed to developing talent through hands-on mentorship, coaching, and leadership support Workplace that embeds continuous learning and career development as a core part of how we grow and excel Environment where strong performers take on increasing leadership, commercial responsibility, and client ownership Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory What You Will Own: Recruit new experts into Guidepoint’s network and engage them for client consultations Independently conduct targeted research across LinkedIn, press releases, company websites, case studies, and other public sources to identify relevant subject-matter experts Lead cold outreach, phone-based vetting, and screening conversations with experts to evalu

Overview: Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding each client’s specific research needs and delivering targeted expert matches, often within hours, the team plays a critical role in providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address them, and recruit new experts into Guidepoint’s global network of more than 1,750,000 Advisors. The role offers exposure to a dynamic, results-oriented environment where strong judgment, responsiveness, and the ability to execute across multiple priorities are highly valued. Due to the collaborative nature of the Client Service team, the work schedule is hybrid with three days in the office required. Who We Are: High-performing team driven by execution, accountability, and consistent client impact Client-centric culture where responsiveness, resourcefulness, and attention to detail define how we operate Team committed to developing talent through hands-on mentorship, coaching, and leadership support Workplace that embeds continuous learning and career development as a core part of how we grow and excel Environment where strong performers take on increasing leadership, commercial responsibility, and client ownership Guidepoint is passionate about your career growth: Check out our Client Service Career Trajectory What You Will Own: Recruit new experts into Guidepoint’s network and engage them for client consultations Independently conduct targeted research across LinkedIn, press releases, company websites, case studies, and other public sources to identify relevant subject-matter experts Lead cold outreach, phone-based vetting, and screening conversations with experts to evalu

Onbe, a fast-growing FinTech, bringing innovation to a rapidly growing global marketplace, stands for “on behalf.” Because that’s exactly how we work: on behalf of our clients, as their comprehensive payments partner. We transform the way payments are imagined — as an opportunity for innovation, a source of insight to customers, and a way to connect with partners around the globe! Summary: Onbe seeks an impactful Sales Executive Senior Director to establish new, high potential partnerships with channel partners in the financial services space. Leveraging our global reach and proprietary technology, this role will help establish partnerships and partner models that deliver scaled distribution to Onbe and value to our partners in their efforts to retain, grow and expand their customer base. Our solutions focus on payments to consumers, workforces, and service providers, including refunds, rewards, and payroll delivered digitally and physically. The ideal candidate will possess deep industry knowledge, excel in relationship building, strategic thinking, and negotiation. Key responsibilities include identifying high fit/high potential new partners, leading deal teams, navigating complex negotiations, defining partnership priorities and key KPIs, and launching the relationship to maximize value for both parties. Reporting to senior leadership, the candidate will ensure alignment with organizational priorities and drive mutual growth. This position is remote, but it's essential that candidates reside within 30 miles of the Metro Boston area. The role may occasionally require in-person meetups and travel. Responsibilities: Develop a target list of high fit/high potential new partnerships; manage a diverse pipeline and secure new partners in support of Onbe’s channel distribution strategy. Establish relationships with multiple partner stakeholders; build trust and uncover organizational priorities, operating structures and decision-making criteria. Assemble and lead deal te

We are Datadog's in-house product experts. The technical solutions team enables Datadog's worldwide growth by educating potential clients and ensuring that existing customers are happy and successful. A Technical Account Manager (TAM) will continue to provide hands-on technical services to our largest customers by supporting, adopting and providing guidance over the comprehensive suite of products and features available at Datadog. A TAM is held in high regard as an expert and trusted advisor for how IT Operations translates to business value. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Advise on technical support and product adoption for customers in line with pre-sales, post-sales and the renewal processes Analyze customer’s IT Operations environment on a regular basis and provide recommendations that will maximize Datadog’s value. Be the customer’s advocate by knowing their goals and use cases then suggesting process changes, product adoption, configuration and additional features to meet their requirements Participate and prepare for Monthly and Quarterly Business Reviews with customers Collaborate with Datadog’s product management, engineering and technical services teams to help identify new features and products Continuously evolve best practice to technical product adoption and customer success Who You Are: Someone with a solid technical grounding and hands-on experience of IT Operations Confident in your hands on experience AWS, Azure or GCP Comfortable scripting languages like Python, Javascript, Ruby, Perl, Go, PHP, or Chef/Puppet etc. Skilled in using CI/CD tools e.g. Jenkins, Gitlab etc. Knowledgeable about Containerization tools e.g. Docker, Kubernetes or Rancher etc. Able to sit up to 4 hours, traveling to and from client sites A

For over 20 years, Smartsheet has empowered teams to manage work seamlessly and scale solutions smarter. Now, in our most ambitious chapter yet, we are uniting human teams with AI agents. By orchestrating the work agents do best, automating manual tasks and uncovering insights at scale, we create the space for people to focus on what truly matters: judgment, creativity, and big thinking. That is magic at work, and it’s what we show up for every day. Smartsheet is seeking change agents to join our Commercial Sales Team as an Account Executive . You will be responsible for increasing software sales and driving expansion across a territory of accounts. You will be motivated, passionate, and opportunistic. You will be a proactive and curious member of the commercial sales team, identifying growth opportunities for clients before they identify a need or gap for themselves. You will report to our Regional Director, Commercial Sales and can be based in our Boston, MA office or work remotely from anywhere in the US where Smartsheet is a registered employer. You Will: Build and manage a sales pipeline to meet or exceed software and services sales quotas within your book of business Execute a solution-based sales process encompassing multiple groups within Commercial accounts or equivalent to (2000-5000 employee size) Develop and prospect new business opportunities within existing customers by analyzing and proactively targeting high-value needs across multiple departments and lines of business Leverage existing relationships to expand Smartsheet's footprint into other departments within the account and drive revenue or growth during renewals Articulate and demonstrate Smartsheet's unique organizational solutions and functional value Facilitate and manage the partnerships with Sales Engineers, Solutions Consultants, Sales Development and Customer Success teams to support full sales cycle and close business Create and maintain Joint Engagement Plans for strategic s

For over 20 years, Smartsheet has empowered teams to manage work seamlessly and scale solutions smarter. Now, in our most ambitious chapter yet, we are uniting human teams with AI agents. By orchestrating the work agents do best, automating manual tasks and uncovering insights at scale, we create the space for people to focus on what truly matters: judgment, creativity, and big thinking. That is magic at work, and it’s what we show up for every day. Smartsheet is seeking change agents to join our East Coast Commercial Sales Team as an Account Executive . You will be responsible for increasing software sales and driving expansion across a territory of accounts. You will be motivated, passionate, and opportunistic. You will be a proactive and curious member of the commercial sales team, identifying growth opportunities for clients before they identify a need or gap for themselves. You will report to our Regional Manager, Commercial Sales and can be based in our Boston, MA office or work remotely from anywhere in the US where Smartsheet is a registered employer. You Will: Build and manage a sales pipeline to meet or exceed software and services sales quotas within your book of business Execute a solution-based sales process including multiple internal and external stakeholders within growth or equivalent accounts (200 to 499 employee size) Develop and prospect new opportunities with existing customers in your territory by analyzing and identifying high-value needs across multiple departments and lines of business Leverage existing relationships to expand Smartsheet's footprint and drive revenue or growth during renewals Expand Smartsheet brand awareness at the c-suite, operational and team level Facilitate and manage partnerships with Sales Engineers, Solutions Consultants and Customer Success teams to support full sales cycle and close business Create and maintain Joint Engagement Plans for strategic solution deals Maintain accurate and up-to-date records in Salesforc

For over 20 years, Smartsheet has empowered teams to manage work seamlessly and scale solutions smarter. Now, in our most ambitious chapter yet, we are uniting human teams with AI agents. By orchestrating the work agents do best, automating manual tasks and uncovering insights at scale, we create the space for people to focus on what truly matters: judgment, creativity, and big thinking. That is magic at work, and it’s what we show up for every day. Smartsheet is seeking change agents to join our Central/East Commercial Sales Team as an Account Executive . You will be responsible for increasing software sales and driving expansion across a territory of accounts. You will be motivated, passionate, and opportunistic. You will be a proactive and curious member of the commercial sales team, identifying growth opportunities for clients before they identify a need or gap for themselves. This remote role is part of the Commercial Sales team based in the US and reports a Manager, Commercial Sales. You Will: Build and manage a sales pipeline to meet or exceed software and services sales quotas within your book of business Execute a solution-based sales process encompassing multiple groups within our commercial mature accounts equivalent to (500-4,999 employee size) Develop new business opportunities within existing customers by analyzing and proactively targeting high-value needs across multiple departments and lines of business Leverage existing relationships to expand Smartsheet's footprint and drive revenue or growth during renewals Expand Smartsheet brand awareness at the c-suite, operational and team level Facilitate and manage partnerships with Sales Engineers, Solutions Consultants and Customer Success teams to support full sales cycle and close business Create and maintain Joint Engagement Plans for strategic solution deals Maintain accurate and up-to-date records in Salesforce leveraging MEDDICC qualification guidelines to accurately forecast Utilize existing

Onbe, a fast-growing FinTech, bringing innovation to a rapidly growing global marketplace, stands for “on behalf.” Because that’s exactly how we work: on behalf of our clients, as their comprehensive payments partner. We transform the way payments are imagined — as an opportunity for innovation, a source of insight to customers, and a way to connect with partners around the globe! Summary: Supports product marketing by executing research, developing case studies, and contributing to go-to-market initiatives. This role helps connect client, market, and competitive insights to messaging and sales enablement, improving the effectiveness and consistency of marketing outputs. Key Responsibilities Support voice-of-customer, survey, and research initiatives in partnership with Client Success, Sales, and Product Gather and organize client, market, and competitive insights into structured, usable inputs that support Segment Management priorities Own ongoing tracking of competitors, market trends, and positioning updates Maintain and update competitive battlecards and internal resources Own coordination of case study development, including outreach, scheduling, and approvals Support drafting and production of case studies, testimonials, and customer stories Own and maintain a centralized library of proof points, data, and customer evidence Partner with internal teams to gather product and client performance data (adoption, usage, time-to-launch, etc.) Support product launches by gathering inputs, research, and proof and contributing to messaging development Assist in developing and updating marketing materials and supporting sales enablement Requirements 3+ years in Product Marketing, Marketing, Research, or related role Experience supporting research, content, or case study development Strong organizational and project management skills Ability to gather and structure information from multiple sources Familiarity with competitive research or market analysis Basic under

The Datadog Major Accounts Team is focused on driving new business and expanding the current Datadog footprint with our largest and most strategic clients. The success of the Major Accounts Team directly impacts the success of Datadog and is a highly visible position with bold revenue targets. We are searching for seasoned and successful Account Executives that have a passion for technology and a fast-paced sales environment. The Major Accounts Team has experienced unprecedented success since its inception in 2021 and we are continuing to expand the team. This is a lucrative opportunity for any driven and competitive salesperson. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Prospect into a targeted set of accounts while running an efficient sales process Nurture existing client relationships and grow the Datadog footprint Maintain, build and own specific relationship maps for your territory including existing relationships and aspirational contacts Develop a deep comprehension of the customer's business Negotiate favorable pricing and business terms by selling value and ROI Demonstrate resourcefulness when faced with challenges Determine necessary steps to close business and gain customer validation Identify a robust set of business drivers behind all opportunities Ensure high forecasting accuracy and consistency Who You Are: Someone with 7+ years Enterprise software sales experience Experienced in selling Fortune 100 companies with the ability to win new business Experience managing a complex account team from multiple GTM Ecosystem partner functions to support Sales cycle Experience/success selling new solutions into accounts already leveraging core technical products Combination of leveraging existing customer contacts and net new PG to brea

At ClickUp, we're building the future of work: the first truly converged AI workspace unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI. We are an AI-native company. Every team member is expected to leverage AI daily, and we evaluate AI fluency as part of our hiring process. Join us and help redefine what's possible. 🚀 We’re looking for an Account Executive who has a consistent track record of exceeding quota via expanding client footprint through cross-selling and upselling opportunities. You should have experience with consultative sales processes, selling SaaS (ideally productivity solutions), and working with mid-size to large companies, across a variety of industries. You are a solution seller by nature, training, and experience, who is genuinely curious, and confident speaking with customers. And, you’re a persuasive self-starter, a good listener, while having a high degree of personal accountability in communicating cross-functionally and maintaining a healthy sales pipeline. Since a majority of your time will be spent on emails, calls, and web conferences with customers, we expect an infectiously positive attitude when prospecting, presenting, and closing! We are not interested in aggressive or annoying sales tactics - we believe the product is the real reason for converting. Our secret sauce should be framed around how we can ensure people see the value of the solution we provide. If you’re ready for the ride of a lifetime into the billion-dollar unicorn club, please, by all means, click the apply button! This role requires 3 days a week in office in Boston, MA. The Role: Full Cycle Management: Own and manage the full sales cycle with current ClickUp Customers—building pipeline, qualifying leads, and closing deals - cross-selling, upselling, and expanding ClickUp’s footprint within current customer organizations. Target Achievement: Consistently achieve and exceed pipeline and sales targets by converting fre

Our Strategic Account Executives target and close new business with Datadog’s largest, most strategic customers and prospects. In this role you’ll be focused on uncovering the pain points organizations face as they operate in or migrate to a cloud environment at scale as well as delivering the appropriate Datadog solution. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Prospect into large Fortune 1000 companies while running an efficient sales process Maintain, build and own specific relationship maps for your territory including existing relationships and aspirational contacts Develop a deep comprehension of customer's business Negotiate favorable pricing and business terms with large commercial enterprises by selling value and ROI Handle existing customer expectations while expanding reach and depth into assigned territory Demonstrate resourcefulness when faced with challenges that defy easy solution Have intuitive sense of necessary steps to close business and gain customer validation Identify robust set of business drivers behind all opportunities Ensure high forecasting accuracy and consistency Who You Are: Someone with 5+ years closing experience (mix of field selling within mid-market and enterprise) Driven and have met/exceeded direct sales goals of 1M+ and operated with an average deal size of $100k+ Able to demonstrate methodology to prospect and build pipeline on your own Experienced in working for an innovative tech company (SaaS, IT infrastructure or similar preferred) Experienced in selling into large Fortune 1000 companies with the ability to win new logos Role requires regular travel to client sites, within your area and other regions, using various modes of transportation (car, train, air), depending on business needs Datadog valu