Lead Client Account Manager 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

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

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

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,

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone’s reach while doing the most important work of your career. About the team The Platform Sales team works with B2B Software Platforms to help them facilitate payments for their customers using our Stripe Connect product. Software Platforms, also known as B2B Indirect, are software platform businesses who serve other businesses. Platforms already using Stripe include Shopify, Lightspeed and Mindbody. What you’ll do Responsibilities Recruit, train and lead a team of new business sales professionals Develop both the long-term vision and strategy for the team and manage day-to-day operations Be accountable for increasing revenue and scaling the team Coach, mentor and guide the team in developing consultative and solution-based sales skills Effectively work cross-functionally across the organization to shape Stripe’s solutions to meet client needs Inspire, motivate and enable individual development to promote career growth of direct reports Who you are We are looking for a self-starting leader who has demonstrated success dealing with ambiguity, operating in a high-growth environment, and solving complicated problems with limited oversight. Ideal candidates will have management and leadership experience scaling a technology sales team, superior communication skills, and a knack for understanding unique customer needs. Minimum requirements 13+ years of technology sales experience with 5+ years of people management experience Experience hiring, training and coaching a high-performance sales team Ability to build rela

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

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. Head of Franklin Crypto Capital Formation The Head of Franklin Crypto Capital Formation function is dedicated to growing the firm’s investor base, driving capital formation and fostering robust, transparent, productive relationships with our investors. Our mission is to ensure that our Limited Partners (LPs) and other stakeholders, including the global distribution teams, are well-informed, engaged, and confident in their investments with Franklin Crypto. The team works collaboratively with the division’s leadership, investment professionals, global distribution team and external stakeholders to ensure a cohesive and effective investor relations strategy, one anchored in best-in-class client experience. Our firm executes a diverse array of scalable, institutional investment strategies spanning open- and closed-end funds, including hedge funds, venture and private credit funds, across seed stage, early venture stage, and public crypto token and equity investing. The Capital Formation function serves to (a) lead capital formation across our full platform of cryptonative open- and closed-end funds, hedge funds, venture and private credit funds sourcing commitments from both c

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 software engineer on the AI Soltuions team, you will co-lead customer engagements with an AI Solutions Strategist . The Strategist owns business discovery, ROI narrative, stakeholder alignment, and rollout planning. The engineer owns technical discovery, solution design, prototyping, implementation, and production readiness. This is a deeply client-facing role. You will spend significant time with customers and end users, moving projects from bootcamp and workflow discovery through implementation, launch, and steady production usage. What You’ll Do Translate customer goals into clear system requirements and non-functional requirements covering security, privacy, reliability, performance, scalability, and cost. Partner directly with customers to understand current workflows, constraints, systems, data quality, and adoption blockers. Create and maintain solution architecture artifacts: System context and data flow diagrams Integration plan across Ramp and customer systems Security model covering permissions, access patterns, and au

About Mixpanel Mixpanel is the leading product intelligence and analytics platform, trusted by more than 29,000 companies to help understand how people use the products they build. By combining powerful analytics with AI that knows your business, Mixpanel helps teams see what’s working, diagnose what’s not, and decide what to build next. Learn more at mixpanel.com . About the Delivery Engineer Team As a member of the Delivery Engineer team, you will own the post-sales onboarding and data health for customers. Your goal will be to drive data trust, help embed Mixpanel into our customers’ data stack, and deliver on emerging AI integrations — delivering on the full value of Mixpanel as a self-serve analytics platform. You will work and consult with GTM team members and a diverse array of customers to successfully roll out product analytics to their organization and execute on technical projects and services that delight our customers. About the Role As a Delivery Engineer II, you will be on the front lines with our clients as they integrate Mixpanel into their core product development processes. You will lay the foundation for customers to adopt product analytics and get value from Mixpanel by delivering a world-class, on-time, and value-oriented onboarding experience. With your comprehensive project management knowledge, consultative approach, expertise in the analytics space, and technical knowledge of the modern data stack, you will lead our clients' first experience with Mixpanel as they incorporate product analytics into their data ecosystem as a foundational element. With your deep technical breadth and expertise in the analytics space, you’ll be the expert consultant on all things data and ecosystem. As Mixpanel and our customers continue to iterate on agentic integrations, you’ll own ensuring customers are able to build, assemble context, and integrate AI workflows with Mixpanel. Responsibilities Own onboarding and data health for our strategic and high-value c

About The Weather Company: The Weather Company is the world’s leading weather provider, helping people and businesses make more informed decisions and take action in the face of weather. Together with advanced technology and AI, The Weather Company’s high-volume weather data, insights, advertising, and media solutions across the open web help people, businesses, and brands around the world prepare for and harness the power of weather in a scalable, privacy-forward way. The world’s most accurate forecaster globally, the company reaches hundreds of enterprise clients and more than 360 million monthly active users via its digital properties from The Weather Channel (weather.com) and Weather Underground (wunderground.com). AI is part of how we work: Human judgment, expertise, and creativity remain essential and are amplified by AI. We expect everyone in this role to use AI thoughtfully and proactively to accelerate their performance, improve the quality of their work, and explore new possibilities. We are looking for people who are curious, adaptable, and excited to help shape an AI-enabled culture that delivers better outcomes for our customers and our company. Job brief: We are seeking a Lead of Data Instrumentation & Growth Measurement to serve as the connective tissue between Product (Web, iOS, Android) and Marketing (Lifecycle, Performance Marketing). In this role, you will eliminate data disparity, establish a unified enterprise event taxonomy, manage Server-Driven UI (SDUI) dynamic tracking schemes, and lead incrementality testing to ensure marketing spend is optimized. You will also oversee performance marketing capabilities, configuring Server-Side Tagging (CAPI), Google Tag Manager (GTM), and a targeted GA4 conversion infrastructure. You will partner with product managers, developers, and specialized agency partners to overhaul our Amplitude environment and build transparent attribution pipelines. The impact you'll

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 . We’re looking for an Agency Lead to help grow Pinterest’s US agency business. As the primary point of contact for WPP agencies in the US, you’ll leverage executive relationships and your Pinterest ad platform expertise to inspire agencies to become Pinterest ad experts and transform our agency partners into advocates to meet their clients’ goals. In doing so, you’ll play a key role in scaling one of the fastest growing advertising platforms in history through your agency partnerships. What you’ll do: Establish Pinterest as a leading business driving platform for a US agency network Drive incremental and new business revenue within your book of business Act as the primary point of contact, escalation point and thought leader for your Agencies Build relationships at the c-level and educate agencies to master the Pinterest ad platform a

About Taskrabbit: Taskrabbit is a marketplace platform that conveniently connects people with Taskers to handle everyday home to-do’s, such as furniture assembly, handyman work, moving help, and much more. At Taskrabbit, we want to transform lives one task at a time. As a company we celebrate innovation, inclusion and hard work. Our culture is collaborative, pragmatic, and fast-paced. We’re looking for talented, entrepreneurially minded and data-driven people who also have a passion for helping people do what they love. Together with IKEA, we’re creating more opportunities for people to earn a consistent, meaningful income on their own terms by building lasting relationships with clients in communities around the world. Taskrabbit is a hybrid company with employees distributed across the US and EU and a Built In — Best Places to Work (2022, 2023, 2024, 2025) continually ranked across multiple national and regional categories. Join us at Taskrabbit, where your work will be meaningful, your ideas valued, and your potential unleashed! We are not able to provide visa sponsorship (including H-1B, OPT, or other employment-based visas) for this position. Candidates must be legally authorized to work in the United States without employer sponsorship now or in the future. About the Role: Taskrabbit is looking for a Strategic Finance Lead to join our FP&A team — someone who combines sharp financial instincts with the interpersonal skills to influence a fast-moving organization. In this role, you'll partner with business leaders across the company to understand performance, evaluate investments, and help shape our path to sustainable growth and increased profitability. You'll need to be technically excellent — superb modeling skills and comfort getting deep in the data details are baseline expectations. But what will set you apart is your ability to build genuine partnerships with stakeholders from diverse backgrounds, translate complex analysis into clear

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 . We’re looking for a Sr. Agency Lead to help grow Pinterest’s Global agency business. As the primary point of contact for a listed set of agencies, you’ll leverage executive relationships and your Pinterest ad platform expertise to inspire agencies to become Pinterest ad experts and transform our agency partners into advocates to meet their clients’ goals. In doing so, you’ll play a key role in scaling one of the fastest growing advertising platforms in history through your agency partnerships. What You'll do: Drive incremental and new business revenue with top agencies Build relationships at the c-level and educate agencies to master the Pinterest ad platform and maximize success for their partners Prove demonstrable impact of the agency team’s work using an effective combination of metrics and market feedback Continually keep

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

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