Clients Operations Analyst in New York

About Dialpad Dialpad is the AI platform for customer experience, built to resolve customer problems in real time across voice and digital. Our AI agents learn from your best human agents and improve with every interaction, helping organizations understand their customers, deliver better experiences, increase operational efficiencies, and build a lasting competitive advantage. Unlike legacy systems built to route and answer, or standalone agentic bot vendors built to deflect, Dialpad was built to resolve. Our AI agents and human agents operate on a single platform with shared context, allowing Agentic AI to resolve issues, advance deals, and eliminate busywork through automation while seamlessly handing conversations to humans when needed, with full context preserved. Market-leading brands, including Randstad, Motorola Solutions, Netflix, the San Diego Padres, the Colorado Rockies Baseball Club, and Cal Athletics, trust Dialpad. Dialpad is backed by Andreessen Horowitz, GV, ICONIQ Capital, and T-Mobile. Being a Dialer At Dialpad, AI isn’t just a feature; it’s how our teams do their best work every day. We put powerful AI tools in every employee’s hands so they can move faster, think bigger, and achieve more. We believe every conversation matters. And we’ve built the platform that turns those conversations into insight and action, for our customers and ourselves. We look for people who are intensely curious and hold themselves to a high bar. Our ambition is significant, and achieving it requires a team that operates at the highest level. We seek individuals who embody our core traits: Scrappy, Curious, Optimistic, Persistent, and Empathetic . Your role As an Account Executive, Enterprise, you will own the complete sales process from start to finish. You’ll work closely with Marketing, Partner Managers, Sales Leadership, Sales Engineers, Account Management, Legal, and Finance to take a large-sized business prospect to an active Dialpad client. In addition, you’ll help

Overview: The Insights product is a new offering for existing Guidepoint clients that offers teleconferences, in-person events and a call transcript library covering a wide of industries/topics that facilitate investment research. All content features experts from Guidepoint’s proprietary global network and is developed by former investment professionals (i.e. private equity/hedge fund) and sell-side equity research analysts. What You'll Do: Monitor a coverage universe of public companies within the technology sector by tracking earnings releases, investor presentations, SEC filings, sell-side research and industry news Create and moderate teleconferences on timely topics featuring an expert from Guidepoint’s network with the goal of producing actionable insights for clients Review teleconference transcripts to ensure quality of content High performers will be considered for full-time employment What You Have: Bachelor’s degree or Master’s degree Minimum 10 years of sell-side or buy-side analyst experience Must follow bottoms-up, fundamental approach to investment research focusing on individual companies Has covered Technology sector (Enterprise Software/SaaS, Internet (FANG etc) and/or Hardware/Semiconductors); candidates must be current on company/industry knowledge Ability to work in a fast-paced entrepreneurial environment Outgoing personality with the ability to speak with people at all professional levels Intellectual curiosity and desire to learn Effective time management and organizational skills Demonstrated ability to work both individually and as part of a team What We Offer: This is a full-time consultant role with the potential to convert to full time. The expected annual salary is $210,000 - $240,000. This rate may vary depending on job-related knowledge, skills, and experience, as well as geographic location. You will also be eligible for the following benefits: Friday happy hour, “Summer Fridays”, and free snacks and bevera

OVERVIEW: The Insights product is a new offering for existing Guidepoint clients that offers teleconferences, in-person events and a call transcript library covering a wide of industries/topics that facilitate investment research. All content features experts from Guidepoint’s proprietary global network and is developed by former investment professionals (i.e. private equity/hedge fund) and sell-side equity research analysts. WHAT YOU’LL DO: Monitor a coverage universe of public companies within a sector by tracking earnings releases, investor presentations, SEC filings, sell-side research and industry news. Create and moderate teleconferences on timely topics featuring an expert from Guidepoint’s network with the goal of producing actionable insights for clients. WHAT YOU HAVE: Bachelor’s degree or Master’s degree Minimum 10 years of sell-side or buy-side analyst experience Must follow bottoms-up, fundamental approach to investment research focusing on individual companies Must be current on multiple subsectors within consumer (packaged food, beverage, household & personal goods, apparel manufacturers, speciality retailers, broadlines, softlines, e-commerce, recreational products etc, gaming/lodging in terms of news flow and what issues matter to the buyside at any given time Ability to work in a fast-paced entrepreneurial environment Outgoing personality with the ability to speak with people at all professional levels Intellectual curiosity and desire to learn Effective time management and organizational skills Demonstrated ability to work both individually and as part of a team; must be willing to train and mentor junior professionals About Guidepoint Guidepoint powers end-to-end research workflows for the world’s best research teams. Backed by a global network of more than 2 million experts and over 1,600 employees, Guidepoint delivers real-time access to expertise, primary research, and actionable knowledge that help organizations

Overview: The Insights product is an offering for Guidepoint's institutional investment and corporate clients, now in its 9 th year, that offers teleconferences, surveys, in-person events, and AI-facilitated data and content. The teleconferences live in an online library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e. hedge fund analysts), sell-side equity research analysts, and industry professionals. This is a hybrid position based out of our New York City office. What you'll do: Monitor a coverage universe of public companies within the global enterprise software sector by tracking earnings releases, investor presentations, SEC filings, sell-side research and industry news. Create and moderate teleconferences on timely topics featuring an expert from Guidepoint’s network with the goal of producing actionable insights for clients. Attend industry conferences to host client panels What you have: Bachelor’s degree or Master’s degree Minimum 10 years of sell-side or buy-side analyst experience Must follow bottoms-up, fundamental approach to investment research focusing on individual companies Has covered the Enterprise Software sector; candidates must be current on company/industry knowledge Ability to work in a fast-paced entrepreneurial environment Outgoing personality with the ability to speak with people at all professional levels Intellectual curiosity and desire to learn Effective time management and organizational skills Demonstrated ability to work both individually and as part of a team What We Offer: The annual salary range for this position is $210,000-$230,000. Additionally, this position is eligible for an annual discretionary bonus based on performance. You will also be eligible for the following benefits: 15 PTO days, 10 lega

Overview: The Insights product is an offering for Guidepoint's institutional investment and corporate clients, now in its 9 th year, that offers teleconferences, surveys, in-person events, and AI-facilitated data and content. The teleconferences live in an online library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e. hedge fund analysts), sell-side equity research analysts, and industry professionals. This is a hybrid position based in our New York City office. What you'll do: Monitor a coverage universe of public companies within the global hardware and semiconductor sector by tracking earnings releases, investor presentations, SEC filings, sell-side research and industry news. Create and moderate teleconferences on timely topics featuring an expert from Guidepoint’s network with the goal of producing actionable insights for clients. Attend industry conferences to host client panels What you have: Bachelor’s degree or Master’s degree Minimum 10 years of sell-side or buy-side analyst experience Must follow bottoms-up, fundamental approach to investment research focusing on individual companies Has covered the Hardware and Semiconductor sector; candidates must be current on company/industry knowledge Ability to work in a fast-paced entrepreneurial environment Outgoing personality with the ability to speak with people at all professional levels Intellectual curiosity and desire to learn Effective time management and organizational skills Demonstrated ability to work both individually and as part of a team What We Offer: The annual salary range for this position is $210,000-$230,000. Additionally, this position is eligible for an annual discretionary bonus based on performance. You will also be eligible for the following benefits: 15

OVERVIEW: The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e. private equity/hedge fund), sell-side equity research analysts, and industry professionals. This position can be remote within the United States. WHAT YOU’LL DO: Monitor a coverage universe of public companies within a sector by tracking earnings releases, investor presentations, SEC filings, sell-side research and industry news Create and moderate teleconferences on timely topics featuring an expert from Guidepoint’s network with the goal of producing actionable insights for clients Review teleconference transcripts to ensure quality of content WHAT YOU HAVE: Bachelor’s degree or Master’s degree Minimum 10 years buy-side analyst experience Must follow bottoms-up, fundamental approach to investment research focusing on individual companies Must be current on multiple subsectors within Industrials (aerospace & defense, multi-industrial, building products, transportation & logistics etc..) in terms of news flow and what issues matter to the buyside at any given time Ability to work in a fast-paced entrepreneurial environment Outgoing personality with the ability to speak with people at all professional levels Intellectual curiosity and desire to learn Effective time management and organizational skills Demonstrated ability to work both individually and as part of a team; must be willing to train and mentor junior professionals Must be based in the US and available on East Coast hours if remote WHAT WE OFFER: This is a 3-month full-time consul

OVERVIEW: The Insights product is an offering for Guidepoint's institutional investment and corporate clients, now in its 9 th year, that offers teleconferences, surveys, in-person events, and AI-facilitated data and content. The teleconferences live in an online library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e. hedge fund analysts), sell-side equity research analysts, and industry professionals. This is a hybrid position based in our New York City office. What you'll do: Build and lead a high-caliber research team: Recruit, develop, and manage a group of analysts producing differentiated, investor-grade insights across the technology, media and telecom (TMT) space, with full ownership over research quality, agenda-setting, and output. Own the research strategy and content roadmap: Define what gets covered and why—shaping expert calls, thematic work, and proprietary content aligned with real-time public equity investor demand Drive business growth and AI-enabled innovation: Partner with commercial and product teams to launch new research offerings, leveraging AI to scale insight generation, enhance workflows, and create differentiated products for institutional investor clients. What you have: Bachelor’s degree or Master’s degree Minimum 10 years of sell-side or buy-side analyst experience Must follow bottoms-up, fundamental approach to investment research focusing on individual companies Has covered all parts of the global TMT sector (Enterprise Software, Hardware & Semis and Consumer Internet); candidates must be current on company/industry knowledge Ability to work in a fast-paced entrepreneurial environment Outgoing personality with the ability to speak with people at all professional levels Intellectual curiosity and desire

Overview: The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e. private equity/hedge fund), sell-side equity research analysts, and industry professionals. We are seeking a highly motivated and experienced Director of Research to join our dynamic team. The ideal candidate will work closely with the Global Head of Healthcare to plan and execute primary research that addresses the evolving needs of our institutional investor clients in the biotech/pharma or medtech/services sectors. This role involves identifying timely and topical ideas, leading expert interviews, mentoring junior analysts, and collaborating with the outreach team to generate valuable insights that drive client engagement. This is a hybrid role based in New York City. What You'll Do: Research Planning : Collaborate with the Global Head of Healthcare to design and implement primary research initiatives, focusing on key areas within Biotech/Pharma. Idea Generation: Generates ideas to generate content that are timely, topical, and aligned with the interests of US institutional investors. Expert Interviews : Lead and moderate interviews with physicians, researchers, and industry executives from Guidepoint’s extensive network of over 700,000 professionals, ensuring the extraction of valuable insights. Preparation and Analysis : Conduct thorough preparation for interviews by analyzing public company SEC filings, reviewing investor presentations, monitoring news releases, and assessing Wall Street research reports to ensure informed discussions. Team Management : Guide and mentor a team of junior ana

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. TBD This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without sponsorship. Expected compensation for this position: This is a commission-based role with earnings directly tied to performance. Final compensation packages are determined by various considerations including but not limited to candidate qualifications, location, market conditions, and internal considerations. Location: On-site –New York, NY If this job description resonates with you, we encourage you to apply, even if you don’t meet all the requirements. We’re interested in getting to know you and what you bring to the table! Personalized benefits that support personal well-being and growth: JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits include: 401(k) plan with matching company contributions Comprehensive Medical, Dental & Vision Care Pa

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. TBD This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without sponsorship. Expected compensation for this position: This is a commission-based role with earnings directly tied to performance. Final compensation packages are determined by various considerations including but not limited to candidate qualifications, location, market conditions, and internal considerations. Location: On-site –New York, NY If this job description resonates with you, we encourage you to apply, even if you don’t meet all the requirements. We’re interested in getting to know you and what you bring to the table! Personalized benefits that support personal well-being and growth: JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits include: 401(k) plan with matching company contributions Comprehensive Medical, Dental & Vision Care Pa

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

Client Success is the front line of VTS’s retention engine. As a CSR, you’re not only engaging with clients who use VTS to transform how commercial real estate operates, you’ll be helping shape our future. With the support of powerful data-driven workflows and AI tools, you’ll generate meaningful client interactions at scale, test new engagement strategies and provide critical insights back to the Client Success and Product teams. Simply put, when our CSR team thrives, our customers continue to grow with us. ** Please note that this opportunity is located in New York, NY, and requires this hire to work from our office four days a week. ** What you can expect as a Client Success Representative: This isn’t your typical junior Client Success role. At VTS, you’ll be joining a high-impact, AI-augmented CS team that’s rethinking how modern client success is done. You’ll Be quickly trained in world-class SaaS CS techniques and real estate fluency. Use cutting-edge tools to automate busywork so you can focus on learning, experimenting, and connecting with decision-makers at some of the most influential CRE firms on the planet. Collaborate closely with CS mentors, marketing partners, and senior leadership to contribute directly to client retention. See a clear path for promotion to Client Success Manager roles and beyond. Our top CSMs and leaders started in this seat. Be part of a scaling team where every win matters and every voice is heard. Form relationships with senior decision makers, asset managers and brokers at the top commercial real estate firms across the country. What makes you a great fit? You’re not just looking for a job, you’re looking to launch a career in CS with real momentum. You could be a great fit if: You’re curious, coachable, and ready to dive headfirst into a fast-paced, goal-driven environment. You embrace new tools and technologies to work smarter and faster. You bring 1+ years of professional experience. Bonus if it’s in CRE, SaaS, or

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

As a Senior Technical Solutions Consultant , you will be the principal technical liaison between our product, sales, and customer success teams. You will provide tailored solutions for clients in the commercial real estate sector, specifically focusing on the complex VTS Activate product landscape (including Activate, Activate Workplace, Activate Multifamily, CBRE Host, and CBRE Host Building) . Your unique combination of property management experience and deep technical proficiency will help ensure that our clients maximize the value of our software. ** 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? Act as the definitive subject matter expert (SME) and technical leader for the VTS Activate suite's integration landscape and partnerships, both internally and externally (e.g., Braxos, Kastle, CCure, AMAG, etc.). Design and deliver advanced, in-depth technical demonstrations for prospects and clients, specifically showcasing how the VTS Activate product suite solves specific challenges. Provide advanced technical support during the sales process, addressing complex questions and concerns about system integrations and core functionalities, serving as the technical closer for Activate deals. Provide support during the sales process for qualifying opportunities with hardware requirement and implementation. Provide handover details to cross-functional stakeholders to ensure smooth implementations. Own the solution reporting process for VTS Activate deals, including documenting deal journals and synthesizing won/loss reasons. This reporting provides critical intelligence for the Product team (feature gaps), the Sales team (competitive analysis), and the Executive team (market/product trends). Lead knowledge transfer and cross-functional upskilling initiatives for the Sales, Customer Success, and Services teams. This involves supporting the creation of documenta