The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and supporting the branch team. This role not only executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) but also leads, coaches, and mentors team members. The Head Universal Banker plays a key role in championing risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank’s standards Responsibilities : Lead, coach, and support Universal Bankers and Tellers by modeling excellent service behaviors and mentoring on sales, service, and compliance routines. Guide both clients and team members in the branch, providing support in complex transactions and ensuring an exceptional client experience. Champion risk and control by monitoring day-to-day operations, ensuring compliance with policies, supporting the Branch Manager Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.) Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs. Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can- do attitude and customer first culture. Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively. Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions Energetically greet and interact with clients on the bank floor to proa
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Key Account Manager Thrombis Bangalore in United States
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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 Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development & Sales organization. Working very closely with Sales and key partners, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments. This is an exciting opportunity to generate and hunt for new business opportunities to fuel our growth across the wealth management, family office, private banking, and global investment management market segments. The ideal candidate will be passionate about finance and disruptive technology; have a sound eye for business and natural sales instincts; and be an eager, highly motivated, and tenacious self-starter. 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 Generate new business opportunities to fuel Addepar’s growth Create and prioritize strategic target account lists and account attack plans within a defined territory Research and build new account
$100K – $150K/yr
Overview: Guidepoint is looking for an entrepreneurial and outgoing individual to join its Insights business. The Insights product is an 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 is a hybrid role in New York City. What You'll Do: Promote and represent the Guidepoint Insights product to our institutional clients including traditional asset managers, hedge funds, family offices and private equity firms. Focus on increasing penetration and usage of the Insights product across Guidepoint's existing client base. Using a high-touch approach (phone, email, Bloomberg, in-person meetings), highlight upcoming events to the appropriate clients and foster dialogue with Guidepoint sector specialists. Correctly map client preferences (sector focus, frequency of email notifications) across organizations to ensure the right content is delivered to the right individuals. Form critical relationships with Portfolio Managers and Analysts to understand their research needs, collect feedback and explain our value proposition. Conduct outbound prospecting to help generate new account leads. Work closely with the Guidepoint’s analysts to understand key upcoming events and summarize takeaways from recent teleconferences. What You Have: Excellent communicator capable of calling on high-profile clients at hedge funds, mutual funds and private equity. Broad based knowledge of the sales process from lead generation to relationship management. Comprehensive understanding of the institutional invest
Coder is looking for an experienced and detail-oriented IT Generalist to join our growing team. This is a full-time role ideal for someone who thrives in a fast-paced, hands-on environment. You’ll be the go-to person for user support, SaaS administration, and IT infrastructure, playing a key role in ensuring our team stays productive, secure, and well-equipped. You'll work closely with the larger IT team to keep things running smoothly - from onboarding new hires to managing devices and licenses to supporting SOC 2 compliance initiatives. If you're a strong communicator with a passion for IT operations and solving real problems for real people, this role is for you. This position follows a hybrid work model. Candidates should be local and able to work from our local office on a regular weekly basis, with scheduling flexibility. What you’ll do here Act as the first line of IT support for employees via Slack and our internal ticketing system Manage user onboarding/offboarding, including account provisioning through Okta and license management via our SaaS management systems Administer and maintain core tools like Google Workspace, Slack, Jamf, 1Password, and other business-critical SaaS apps Set up and manage macOS hardware inventory, including procurement, configuration, and asset tracking Support SOC 2 and GDPR compliance by following processes for access controls, audits, and data security Help scale IT operations as we grow - identify gaps, recommend tooling, and streamline support workflows Document processes and contribute to internal knowledge bases to improve self-service and transparency What we’re looking for Have 2-4 years of experience in IT support or systems administration Are proficient with Okta, Google Workspace, Slack, Zoom, and Apple device management (Jamf preferred) Are comfortable working independently in a remote environment and prioritizing across a variety of IT tasks Have a security-first mindset and understand the importance of access contro
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 - JLL is seeking a Director of Global Occupancy Planning & Management to lead strategic space planning initiatives across APAC, LATAM, and AMER regions. This role provides crucial global leadership in delivering JLL's best practices through Occupancy Planning & Management products, solutions, and tools while partnering closely with client real estate teams to drive tactical and strategic planning aligned with portfolio objectives. What is your day-to-day? Strategic Leadership & Accountability Provide strategic oversight of multiple regions while driving consistency, innovation, and excellence across global real estate portfolios Manage global OP account budget for occupancy planning across APAC, LATAM, and AMER, ensuring optimal resource allocation and cost efficiency Own and manage strategic multi-regional relationships, serving as executive-level point of contact for key client stakeholders Drive space planning and data management programs to help client achieve real estate and workplace objectives Team Leadership & People Management Lead and manage a global team of occupancy planners across three regions with full accountability for performance outcomes Structure, staff, and manage team with clarity of e
This is where your work makes a difference. At Baxter, we believe every person—regardless of who they are or where they are from—deserves a chance to live a healthy life. It was our founding belief in 1931 and continues to be our guiding principle. We are redefining healthcare delivery to make a greater impact today, tomorrow, and beyond. Our Baxter colleagues are united by our Mission to Save and Sustain Lives. Together, our community is driven by a culture of courage, trust, and collaboration. Every individual is empowered to take ownership and make a meaningful impact. We strive for efficient and effective operations, and we hold each other accountable for delivering exceptional results. Here, you will find more than just a job—you will find purpose and pride. Your Role at Baxter As a Product Service Coordinator, you will play a key role in supporting Baxter's depot service and repair operations for medical devices, including patient monitors, EKG machines, vision screeners, and other Baxter products. In this role, you will manage service transactions in SAP, coordinate repair activities, process customer orders, and ensure accurate documentation throughout the repair lifecycle. This position combines system-based work, customer communication, and operational support to help move products efficiently through the service process and back to customers. What You'll Do Receive and process returned medical devices, verify product information, and enter service-related details into SAP. Create and maintain service records, including customer account information, billing details, return authorizations, costs, revenue data, and repair documentation. </
From $10K/yr
About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role Ramp is in a critical phase of growth. We grew immensely last year and are building out a talented business systems team to ensure we maintain this trajectory for years to come. You’ll work directly with our Sales, Account Management, Partnerships, and Product teams to execute mission-critical business systems projects across the organization. This is a key role where you will be uniquely positioned to impact the full picture of Ramp’s growth efforts through systems development. What You’ll Do Work alongside Sales Operations to administer key go-to-market business systems, including Salesforce, Outreach, Qualified, Zendesk, Hubspot, Looker, Gong.io Build and deploy automation (flows), validations, and applications in Salesforce Implement new systems and integrations as needed Analyze key business requirements and systems capabilities to write specifications for systems build and run end to end implementation Create key reports and dashboards to track systems performance and data accuracy Write and maintain clear documentation on syste
$128K – $176K/yr
About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role As a Solutions Consultant at Ramp, you will play a crucial role in establishing and nurturing partnerships with potential customers. This involves building trust and confidence through expert demonstrations of Ramp's products and a deep understanding of our prospects' needs. Collaborating closely with Account Executives, Customer Success, and Account Management teams, you will prioritize and develop financial solutions for Ramp's key customers, ensuring that the product aligns with their evolving requirements. Acting as technical and financial experts, you will design integrated solutions, provide strategic advice to prospects, and facilitate communication between internal technical teams and prospects. Solutions Consultants drive customer success from deal evaluation to product activation, influencing product development to continually enhance Ramp's value proposition. This role requires strong technical skills, alongside strong presentation and value selling skills. What You’ll Do Collaborate with Ramp Account Executives to showcase
$197K – $270K/yr
About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role As an Enterprise Solutions Consultant at Ramp, you will be crucial in establishing and nurturing partnerships with potential customers in our Enterprise & Public Sector segments. You will be the primary technical liaison for conversations with strategic logo targets, including Fortune 500 and Government vertical prospects. This involves building trust and confidence through expert demonstrations of Ramp's products and a deep understanding of our customers' needs. Collaborating closely with Account Executives, Customer Success, and Engineering teams, you will prioritize and develop financial solutions for Ramp's key customers, ensuring that the product aligns with their evolving requirements. As a senior technical and financial expert, you will design integrated solutions, provide strategic advice to customers, and facilitate communication between internal technical teams and customers. Solutions Consultants drive customer success from deal evaluation to product activation, influencing product development to continually enhance Ram
From $10K/yr
About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role Customer Activation Managers on the Partnerships team own the activation and early growth of Ramp’s partner-referred customers. As an early member of the team, you will have the opportunity to help build and refine the Partner Success program and define the implementation motion to drive activation and expansion. What You'll Do Partner Relationship Management Build and maintain strong, long-term relationships with key partners segments, including Accounting, Private Equity, and Venture Capital Serve as the trusted advisor and advocate for partners, understanding their business models, goals, and challenges. Drive Partner Enablement and Customer Activation Develop and deliver partner onboarding and education on the full range of integration and configuration options for Ramp’s suite of products Work with partners and their customers to drive efficient, thorough, and complete onboarding at scale What You Need Minimum 3 years of experience in customer success, partnerships, account management, or product operations experience Familiarity
From $10K/yr
About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role As a Solutions Consultant at Ramp, you will play a crucial role in establishing and nurturing partnerships with current and potential customers. This involves building trust and confidence through expert demonstrations of Ramp's products and a deep understanding of our customers' needs. Collaborating closely with Account Executives, Customer Success, and Account Management teams, you will prioritize and develop financial solutions for Ramp's key customers, ensuring that the product aligns with their evolving requirements. Acting as technical and financial experts, you will design integrated solutions, provide strategic advice to customers, and facilitate communication between internal technical teams and customers. Partner Consultants drive customer success from deal evaluation to product activation, influencing product development to enhance Ramp's value proposition continually. This role requires strong technical skills to educate on accounting features and seamlessly integrate them across customer touchpoints. What You’ll Do Partne
From $792K/yr
We are a global team of innovators and pioneers dedicated to shaping the future of observability. At New Relic, we build an intelligent platform that empowers companies to thrive in an AI-first world by giving them unparalleled insight into their complex systems. As we continue to expand our global footprint, we're looking for passionate people to join our mission. If you're ready to help the world's best companies optimize their digital applications, we invite you to explore a career with us! Your opportunity Are you a driven, resilient sales professional looking to elevate your career in a high-growth SaaS environment? At New Relic, our Business Development Representative (BDRs) play a critical role in building pipeline and driving revenue by engaging prospects and introducing them to the value of our platform. If you have the grit, determination, and a proven track record in sales, we want to hear from you. Why Join New Relic? New Relic is the leader in observability and application performance monitoring. Our BDR team is at the forefront of our go-to-market strategy, partnering closely with Account Executives (AEs) to deliver impactful business outcomes for our customers. You’ll join a collaborative, high-energy team with personalized coaching, world-class tools, and significant opportunities for career growth. What you'll do Generate new business opportunities through outbound cold calling, personalized email outreach, and social selling. Pre-qualify inbound and outbound leads by understanding customer pain points and aligning them with New Relic’s solutions. Collaborate with AEs to research target accounts, identify key personas, and create tailored outreach strategies. Manage and grow a pipeline of prospects while maintaining consistent communication to nurture early-stage opportunities. Exceed daily, weekly, monthly metrics, including qualified meetings and pipeline contribution, while delivering a stellar customer experience. This role requires 1+ years of
From $114K/yr
Position Overview: The Solutions Sales Specialist will play an instrumental role in driving revenue growth for Diligent for both existing and new accounts for specialized products, with focus on Compliance (Entity Management and Managed Services). This position will collaborate with core selling teams, customer success, and other internal stakeholders to support the sales process. This role requires a strong understanding of corporate governance, legal entity management, and compliance workflows, paired with consultative selling skills and the ability to translate complex requirements into easy to understand, scalable SaaS solutions. Key Responsibilities Help generate strategic, product-focused pipeline in partnership with core sales teams. Lead discovery to understand customer goals and quantify the value of outcome-based GRC and Entity Management solutions. Advise on solution fit and make recommendations on how to best solution, working closely with SMEs, Solution Engineers and Professional Services. Co-run deals alongside core teams from start to finish. Recommend and present pricing and packaging aligned to customer values and desired outcomes. Support negotiations, security reviews, and procurement processes. Travel to customer sites to conduct strategic, on-site workshops and executive sessions. Partner with post-sale and adoption teams to support implementation and ensure a successful, value-driven customer outcome. Required Experience/Skills: 5+ years of experience in a technical sales, consulting or practitioner role, with a proven track record of success. Ability to build and maintain strong relationships with stakeholders at all levels, both internally at Diligent and within customer organizations. Strong commitment to continuous lear
About the Team OpenAI Finance ensures the organization is positioned for long-term success as we pursue our mission. The Order to Cash (OTC) team oversees the end-to-end flow of commercial transactions from order intake and provisioning through billing, collections, credit risk, accounts receivable operations, and cash application. The team focuses on accuracy, compliance, operational discipline, and a high-quality customer experience. About the Role We are hiring for the Senior Credit & Collections role to support OpenAI's global receivables operations, with a focus on white-glove support for premier and strategic accounts across the U.S. and key regional areas of AR work, including standard operating procedures, payment methods, customer portals, disputes, cash application handoffs, escalations, and emerging go-to-market channels. In this role, you will manage complex customer accounts, guide priority AR workstreams, support credit reviews, and partner cross-functionally with Sales, Customer Success, Billing Operations, Deal Desk, Legal, Accounting, Cash Application, Finance Systems, and external partners. You will help improve cash collections, reduce aging, support responsible credit decisions, and maintain a strong customer experience across sensitive, high-value, and operationally complex relationships. This role is based in San Francisco, CA. We use a hybrid work model of 3 days in the office per week and offer relocation assistance to new employees. In This Role, You Will Manage a portfolio of premier, strategic, and high-touch customer accounts across the U.S. and key regional AR work areas, ensuring timely collections, clear communication, and a white-glove customer experience. Support collections coverage across key regional areas of AR work, including payment follow-up, documentation requirements, portal submission workflows, tax or invoicing considerations, dispute coordination, and escalation management. Support new channel success, including marke
$105.1K – $161.8K/yr
Technical Accounting Analyst Description - US GAAP Technical Accounting – Financial Analyst Responsibilities: Technical Accounting role will handle the following types of responsibilities: Lead technical accounting research and preparation of position papers; document conclusions of key judgments and estimates with management and external auditors Providing support to finance teams and business partners on technical accounting matters as required, including research, analysis, and documentation of conclusions related to contracts and operational matters and leading the implementation of, and compliance with, new accounting requirements Ensuring the quarterly contingency and one-timer reporting process is executed with no exception. Performing extensive benchmarking evaluations Monitoring, assessing, documenting and communicating new GAAP, SEC and other accounting and disclosure issues Coordinating with various departments to assist in providing and vetting financial information Drafting and updating AFM accounting policies and memos These activities will involve actively participating in meetings across multiple organizations and identifying and solving problems. There will also be involvement with quarter end close activities including providing auditors documentation to support the accounting conclusions made. Skills needed: Detailed understanding of accounting rules Consults with business leaders to guide and influence strategic decision-making within a broad scope. Identifies opportunities for process improvement and policy development and engages in the design. Ability to influence multiple organizations within a broad scope, typically interacting with other managers and directors. Excellent understanding of accounti
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