Process Trainer in New York

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

Role Summary This position reports to the Director, Product Communications and Social Engagement Lead, and will execute the organic social strategy and community engagement across the Primary Care, Specialty Care, and Oncology businesses, as well as PfizerForAll handles. The role is responsible for delivering tactics against social communication strategies that amplify product narratives, foster meaningful connections, and protect brand reputation through compliant, social-by-design content, while ensuring alignment with overall brand and business objectives. The individual will own the editorial calendar, build high-performing communities, and operationalize safe, responsive, and compliant social engagement programs. The ideal candidate is someone proficient in hands-on execution and collaboration with cross-functional teams, including marketing, product, and digital. Key Responsibilities Strategy and Planning Help define the organic social strategy for Primary and Specialty Care brands and input into translation of brand narratives into platform-native content and series. Help build and maintain a channel-by-channel editorial calendar (quarterly and monthly) aligned to campaigns, corporate moments, data and regulatory milestones, and product needs; integrate tagging and UTMs. Content Operations and Execution Assist in the editorial process end to end: help brief, develop, adapt, and optimize organic posts and lightweight social extensions; enforce tone of voice and style guides. Support data and milestone moments through social, helping shape the communications approach and developing supporting content for owned corporate channels. Coordinate influencer and partner content where relevant, ensuring taxonomy, job-code tracking, and preview/QA workflows with agencies. Drive test

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION We're looking for a Senior Billing Operations Specialist to partner closely with Finance, Customer Experience, BI and Product to give billing a single, accountable owner. This is a true partnership across teams: you'll bring order and control to billing operations while continuously raising the bar for how accurate, explainable, and responsive Pontera's billing is for every customer. Billing at Pontera has outgrown the informal, all-hands-on-deck model that carried it so far - it now touches customer trust, adoption, and executive relationships, not just back-office accuracy. You're the connective tissue across the entire billing lifecycle - the person every other function turns to when something needs to actually get resolved, not just flagged. That means owning billing file validation before release, payment and check reconciliation, credits and refunds end to end process; being the Finance point of contact for all US based teams who they can rely on for any customer-impacting billing issue. The ability to serve as the busi

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION As a Mid-Market Account Executive, you will lead the sales process for some of the fastest growing and disruptive Broker-Dealers and RIAs in the space (50+ financial advisors). You will be in a high-impact role with CEO-level visibility, tasked with bringing in clients capable of changing our company’s trajectory. This job is being made available at an incredibly important time in Pontera’s trajectory, and there are many reasons it’s a great opportunity: a product with an immediate, measurable revenue impact for the client (share of wallet growth), a massive addressable market, and dominant category leadership in professional 401(k) management. There is a ton of greenspace. And we are looking for someone with grit, resiliency, and professionalism to capture this incredible opportunity. RESPONSIBILITIES Lead multi-threaded sales processes across C-Suite, Compliance, InfoSec, Legal, and Field Leadership. You own the deal from initial conversation through negotiation and close. Map the buyers of our prospects. Understand the goals, pl

Fanatics Commerce is the global leader in licensed sports merchandise, operating a vertically integrated platform that designs, manufactures, and delivers officially licensed apparel, jerseys, headwear, and collectibles for major leagues, teams, and events worldwide. With more than 900 e-commerce sites and a global omnichannel presence across digital, in-venue, and retail, Fanatics Commerce reaches fans in over 180 countries and powers official fan experiences for many of the world's most iconic sports properties. At Fanatics, we bring our BOLD Leadership Principles to life every day - building championship teams, obsessing over fans, acting with entrepreneurial speed, and delivering with a determined and relentless mindset. ROLE OVERVIEW The Retail Associate delivers business and fan impact through BOLD leadership and execution excellence, leveraging data, automation, and AI-enabled insights. Home game shifts are considered a core responsibility of the position and may include pre-game, in-game, and post-game operational support. HOW WILL YOU DRIVE IMPACT Success is measured by the ability to deliver results through BOLD capabilities and measurable outcomes. Fan & Customer Impact (Obsessed with Fans) Greet fans and ask questions to help make their shopping experience an enjoyable one Make recommendations based on observations and conversations with fans Help execute a brand connection by ensuring fans enjoy a top-notch shopping experience Maintain sales floor and/or stockroom standards with an eye to detail Ownership & Execution (Determined & Relentless Mindset) Process sales transactions via the Fanatics Point of Sale System (POS) Maintain the highest standards of professionalism and customer service to ensure the Fanatics Brand and Team/League are always positively represented Perform additional responsibilities as directed by the management team Innovation & Problem Solving (Entrepreneurial Spirit) Identify opportunities to improve processes, pro

Fanatics Commerce is the global leader in licensed sports merchandise, operating a vertically integrated platform that designs, manufactures, and delivers officially licensed apparel, jerseys, headwear, and collectibles for major leagues, teams, and events worldwide. With more than 900 e-commerce sites and a global omnichannel presence across digital, in-venue, and retail, Fanatics Commerce reaches fans in over 180 countries and powers official fan experiences for many of the world's most iconic sports properties. At Fanatics, we bring our BOLD Leadership Principles to life every day - building championship teams, obsessing over fans, acting with entrepreneurial speed, and delivering with a determined and relentless mindset. ROLE OVERVIEW The Retail Associate delivers business and fan impact through BOLD leadership and execution excellence, leveraging data, automation, and AI-enabled insights. Home game shifts are considered a core responsibility of the position and may include pre-game, in-game, and post-game operational support. HOW WILL YOU DRIVE IMPACT Success is measured by the ability to deliver results through BOLD capabilities and measurable outcomes. Fan & Customer Impact (Obsessed with Fans) Greet fans and ask questions to help make their shopping experience an enjoyable one Make recommendations based on observations and conversations with fans Help execute a brand connection by ensuring fans enjoy a top-notch shopping experience Maintain sales floor and/or stockroom standards with an eye to detail Ownership & Execution (Determined & Relentless Mindset) Process sales transactions via the Fanatics Point of Sale System (POS) Maintain the highest standards of professionalism and customer service to ensure the Fanatics Brand and Team/League are always positively represented Perform additional responsibilities as directed by the management team Innovation & Problem Solving (Entrepreneurial Spirit) Identify opportunities to improve processes, pro

About DataCamp DataCamp's mission is to empower everyone with the data and AI skills essential for 21st-century success. By providing practical, engaging learning experiences, DataCamp equips learners and organizations of all sizes to harness the power of data and AI. As a trusted partner to over 20 million learners and 6,000+ companies , including 80% of the Fortune 1000, DataCamp is leading the charge in addressing the critical data and AI skills shortage. About you At DataCamp, we seek individuals who embody our core values of data-driven decision-making, action, transparency, ownership, and customer focus. You thrive in a fast-paced, high-performing, sales organisation and are driven by a passion for democratising adoption of data & AI. Your entrepreneurial and collaborative spirit pushes you beyond just meeting/exceeding retention and expansion targets—you aim to understand the strategic imperatives at DataCamp’s clients and strive to be a thought partner to them in transforming their data & AI readiness. You are a collaborative team player who is equally happy to work internally with sales, product, support, marketing as you are happy to roll up your sleeves and strategize with clients. You subscribe to the belief that people, process, technology, and data are all key ingredients to digitally transforming a business and you are energised by helping our clients up-level their data readiness at scale. If this sounds like you, we encourage you to apply! Responsibilities Strategic Targeted Accounts: Identify growth opportunities by prospecting a highly-targeted account list, selected on high-potential Building Relationships: Become familiar with customer processes and challenges, ensuring meaningful questions are posed and answered. Provide value in every interaction. Establish relationships with multiple buyer personas within the prospect account Communicating Value: Engage prospects with DataCamp's integrated services and partnership to

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

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

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Data at Brex Our Scientists and Engineers work together to make data — and insights derived from data — a core asset across Brex. But it’s more than just crunching numbers. The Data team at Brex develops infrastructure, statistical models, and products using financial data. Our work is ingrained in Brex’s decision-making process, the efficiency of our operations, our risk management policies, and the unparalleled experience we provide our consumers. What you’ll do This position is on our Data Enablement Platform team. The Brex product requires a huge amount of data to power our client experiences. With a largely async architecture, proliferation of services and multiple operations systems, this data originates from many different sources and in different forms. To ensure that our product experience is unbounded in how it leverages this data, the Data Enablement Platform team owns and operates the systems required to deliver it t

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Implementation at Brex Implementation transforms new customers into power users. We lead the onboarding experience for companies adopting Brex Empower, helping them shift from outdated processes to a modern, employee-first approach. It’s a role that blends customer empathy, project management, technical expertise, process design, and change management. We take personal ownership of our customers' long-term success, and we set customers up thoroughly so they can be with ‘Brex for life’. As strategic advisors, we build trust, drive solutions with tenacity, deliver results fast, and work cross-functionally to make adoption seamless for customers. What you’ll do As an Enterprise Implementation Consultant, you will serve as a strategic advisor to our largest customers, guiding them through a successful launch of the Brex platform. Acting as a hybrid coach, project manager, and product expert, your primary goals will be to drive wide

Position Overview: The Senior Financial Analyst will play a critical role in supporting Diligent’ s financial planning and analysis efforts across assigned regions or business areas. This role provides deep insights and actionable recommendations that inform both strategic and operational decisions. The Senior Financial Analyst leads budgeting, forecasting, variance analysis, and financial modeling activities, while partnering closely with cross-functional teams and business leaders to drive performance and operational efficiency. The successful candidate demonstrates advanced analytical skills, strong business acumen, and the ability to influence stakeholders through clear, data-driven insights. Key Responsibilities Lead the design, maintenance, and enhancement of financial reporting packages, models, and dashboards to support business decision-making Analyze, consolidate, and interpret complex financial and operational data to identify trends, variances, and actionable business insights Drive budgeting, forecasting, and monthly/quarterly management reporting processes, ensuring alignment with company goals and financial statements Prepare and present financial materials for leadership and Board meetings, providing analysis and recommendations Partner with cross-functional teams (Accounting, Sales Operations, HR, Product, etc.) to support financial planning, process improvements, and strategic initiatives Perform advanced ad-hoc financial analyses to guide key operational and strategic decisions Identify opportunities to improve financial systems, tools, and processes for enhanced efficiency and data accuracy Mentor and provide guidance to junior analysts as needed, contributing to team development and knowledge sharing Required Experience/Skills 2-5 years of experience in financial reporting, analysis, or FP&A &nbs

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

CLEAR is building THE secure identity company of the future. Our mission is to make experiences safer and easier—physically and digitally. With more than 43 million Members and a growing network of partners across the world, CLEAR's secure identity platform is transforming the way people live, work, and travel. Whether it’s at the airport, stadium, or throughout your everyday life, CLEAR unlocks the magic of frictionless experiences. We're looking for Senior Fullstack Software Engineers to help build the next generation of CLEAR's identity platform. Beyond verifying identity, we're creating a secure, networked digital identity that enables seamless experiences across travel, enterprise, healthcare, financial services, and beyond. As a Senior Software Engineer, you'll own complex technical problems from design through deployment, partnering closely with Product, Design, Security, and Operations to deliver reliable, scalable solutions. We're looking for engineers with a strong builder mindset who thrive in ambiguity, take ownership, and enjoy turning ideas into production systems. Level and team matching (open roles across the three pillars that make up Technology at CLEAR: Core Identity, CLEAR1 , and CLEAR Travel ) will occur towards the end of our interview process. Tech stack overview: Java / React / Typescript What you’ll do: Design, build, test, and deploy scalable full-stack applications that power CLEAR's identity platform. Own projects end-to-end from technical discovery and architecture through implementation, rollout, and operational support. Partner closely with Product, Design, Data, Security, and Operations to translate business problems into simple, scalable technical solutions. Drive engineering excellence by improving system reliability, performance, testing, observability, and developer experience. Contribute to architectural decisions and continuously improve the scalability, security, and maintainability of our platform. Mentor teammates through tho

CLEAR is building THE secure identity company of the future. Our mission is to make experiences safer and easier—physically and digitally. With more than 43 million Members and a growing network of partners across the world, CLEAR's secure identity platform is transforming the way people live, work, and travel. Whether it’s at the airport, stadium, or throughout your everyday life, CLEAR unlocks the magic of frictionless experiences. We're looking for Senior Fullstack Software Engineers to help build the next generation of CLEAR's identity platform. Beyond verifying identity, we're creating a secure, networked digital identity that enables seamless experiences across travel, enterprise, healthcare, financial services, and beyond. As a Senior Software Engineer, you'll own complex technical problems from design through deployment, partnering closely with Product, Design, Security, and Operations to deliver reliable, scalable solutions. We're looking for engineers with a strong builder mindset who thrive in ambiguity, take ownership, and enjoy turning ideas into production systems. Level and team matching (open roles across the three pillars that make up Technology at CLEAR: Core Identity, CLEAR1 , and CLEAR Travel ) will occur towards the end of our interview process. Tech stack overview: Python / React / Typescript What you’ll do: Design, build, test, and deploy scalable full-stack applications that power CLEAR's identity platform. Own projects end-to-end from technical discovery and architecture through implementation, rollout, and operational support. Partner closely with Product, Design, Data, Security, and Operations to translate business problems into simple, scalable technical solutions. Drive engineering excellence by improving system reliability, performance, testing, observability, and developer experience. Contribute to architectural decisions and continuously improve the scalability, security, and maintainability of our platform. Mentor teammates through t