Professional Services Consultant in United States

The Client Onboard Assoc Analyst is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Responsibilities: Responsible for a wide range of duties from account opening to account maintenance, to internal partner support with extensive client interface. Responsible for ensuring a smooth process in handling all of the aspects of onboarding a client. Liaise with clients and internal teams in to ensure that time to market is minimized and that transparency can be provided around processes. Identify opportunities to centralize and optimize processes to improve client satisfaction and the overall group performance. Support and monitor the timely and accurate execution of client and internal requests to the group. Provide additional support through the population of account opening, market opening and tax documentation, ensuring all documents are collected, verified and stored, and provide status back to the client. Perform client documentation searches across internal and external sites and compile client profiles. Interact with client regarding the latest status and current on-boarding actions. Partner with internal teams to ensure regulatory reviews on all clients are performed. Ensure all client review materials are in place and comp

About the Team OpenAI for Financial Services is part of OpenAI's Verticals organization, which focuses on accelerating the economy and knowledge work. We build AI products for financial institutions and the professionals who power them, from investment bankers and research analysts to investors and other financial services teams. We combine OpenAI's models, financial data, and enterprise knowledge to help professionals research companies, analyze markets, and produce high-quality work in the tools they use every day. We're a small, entrepreneurial team working closely with customers and partners across research, product, design, engineering, and go-to-market to bring new capabilities from idea to production. About the Role We're looking for full-stack engineers to build new, AI-native products on top of ChatGPT Work and Codex. This is zero-to-one work: you'll help define how financial professionals research, analyze, and make decisions alongside AI. You'll own the experience across the stack, work directly with customers to understand their workflows, and collaborate across OpenAI to turn new model capabilities into products that professionals can trust. Your work will shape how some of the world's largest financial institutions adopt AI and how financial knowledge work gets done. In this role, you will: Build a new financial services app within ChatGPT Work and Codex, creating intuitive AI-native experiences for company research, financial analysis, document review, and professional work products. Develop new product experiences around enterprise memory that learn from an organization's knowledge, workflows, and context, and adapt to how its teams work. Develop the APIs, services, and integrations required to connect user experiences with financial data providers, enterprise systems, and OpenAI's models. Work closely with product and design to turn ambiguous customer problems into polished, useful, and reliable products. Work directly with financial institutions to

Account Manager - SLED Description - This Account Manager role is responsible for building professional relationships with State, Local and Education client executives and identifying account's unique business needs and delivering solutions to drive value to the client and the organization. The role coordinates with pre-sales and inside sales for deal pursuit and works with internal teams to deliver on the clients’ expectations. Open to applicants local to Washington D.C. area. Responsibilities • Coordinates account plans on commercial account(s) and focuses on value and/or volume portfolio management and selling range of the organization’s products and services. • Works with pre-sales and inside sales to participate in deal pursuit and with internal teams such as marketing, product development, and customer service to deliver comprehensive solutions and address customer needs effectively. • Builds and maintains strong relationships with commercial clients, focusing mainly on specialty buyers, understands their needs and challenges, and ensures client satisfaction. • Implements margin recovery activities and strategies in full/partial ownership depending on account coverage. • Analyzes account win/loss rates and makes recommendations to improve ratios. • Designs and contributes to sales policies and strategies to achieve sales targets and objectives for the assigned business segment, identifying growth opportunities, upselling, and cross-selling to existing clients. • Enters and manages all opportunities in pipeline tools and processes, recommends, and implements pipeline management practices. • Provides support to clients and address any concerns or issues they may have in a timely and effective manner. Acts as the main point of contact for clients, ensuring a smooth and positive customer experience. • Stays updat

At ClickUp, we're building the future of work: the first truly converged AI workspace unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI. We are an AI-native company. Every team member is expected to leverage AI daily, and we evaluate AI fluency as part of our hiring process. Join us and help redefine what's possible. 🚀 Come join the Hierarchy Squad to build and optimize a set of tier 1 services that are at the core of ClickUp’s all-in-one productivity platform! Hierarchy owns the ClickUp filesystem that is at foundation of everything we build. We are searching for passionate engineers with exceptional critical thinking skills and technical prowess to help maintain, develop and scale high throughput services to support the company through accelerated growth. The ideal candidate will find the idea of architecting distributed systems that are reliable and highly performant exciting, has a knack for debugging and writing complex code and is excited by the challenge of building and maintaining a platform that every team in the company integrates with. Our key technologies include Typescript, Postgres, Kafka, NestJS running on Amazon Web Services. If this sounds interesting to you, we'd love to have you join our team! Responsibilities: - Develop and maintain robust, scalable backend systems using Node.js (Express and NestJS). - Collaborate with engineers, designers, and product managers to drive projects forward. - Tune and optimize database queries for maximum efficiency and performance. - Optimize and improve existing code for better performance and user experience. - Troubleshoot and debug issues, ensuring smooth operations. - Share your knowledge and expertise to foster a culture of learning and growth. Requirements: - 8+ years of professional experience building backend services for SaaS products. - Proven track record of building and scaling backend systems. - Expertise in relational database query optimizations (pre

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual. Responsibilities : Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. Provide regular value-add

#Team Nextdoor Nextdoor (NYSE: KIND) is the essential neighborhood network. Neighbors, public agencies, and businesses use Nextdoor to connect around local information that matters in more than 350,000 neighborhoods across 11 countries. Nextdoor builds innovative technology to foster local community, share important news, and create neighborhood connections at scale. Download the app and join the neighborhood at nextdoor.com . Meet your Future Neighbors Nextdoor Account Managers are a diverse, driven, and strategic group of client services and salespeople focused on connecting brands with our community of neighbors through our growing portfolio of advertising products. The team culture mirrors the larger business focus, relying on building trusted relationships both internally as well as with our partners. The team drives results for our brand partners while creating neighbor value. We're a purpose-driven company and we're recruiting like-minded client services professionals who are as passionate about customer value as they are professional growth, and building a culture of belonging. At Nextdoor, we operate in an AI-first environment and expect every team member to actively use AI tools as part of their workflow. We aren't looking for prompt engineers; we’re looking for people who use tools like Claude, Gemini, ChatGPT, and Glean to challenge their own thinking and take full ownership of AI-assisted outputs. We also offer a warm and inclusive work environment that embraces a hybrid employment model, blending an in office presence and work from home experience for our valued employees. The hiring team will go over these expectations with you if you are being considered for a role near one of our offices in San Francisco, Los Angeles, Chicago, Dallas, New York, and London. The Impact You’ll Make Nextdoor’s Account Management team helps advertisers by connecting them with our hyper-local community of neighbors across the United States through our native a

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. Position Overview The Facilities Mechanical Engineer is a hands-on technical professional responsible for maintaining, troubleshooting, and optimizing building mechanical systems while supporting capital project development. This role combines engineering expertise with direct field work, requiring both technical knowledge and practical application skills. Essential Responsibilities : Building Systems Management Maintain and optimize industrial Boilers, Chillers, HVAC, plumbing, mechanical, and fire life safety (FLS) systems across assigned facilities Perform preventive and corrective maintenance on building mechanical equipment Troubleshoot system failures and implement effective solutions to minimize downtime Conduct regular inspections and assessments of mechanical syst

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. GMP Cleaner - JLL What this job involves: This position requires strict adherence to current Good Manufacturing Practices (cGMPs), established cleaning policies and procedures, to maintain compliance with quality standards and FDA regulations. The incumbent plays a critical role in assuring sanitary conditions of the controlled areas are maintained, to allow for the manufacturing of biopharmaceuticals. Standard Operating Procedures (SOPs) must be followed and strictly enforced to ensure acceptable environmental monitoring results of the cleaned GMP environment are maintained. Appropriate room and equipment sanitization records are neat and accurate, and that professional behavior is always displayed within the controlled areas. What your day-to-day will look like: Perform sanitization and cleaning per governing SOPs in GMP spaces Sanitization activities will be performed with ceiling mops, wall mops, floor mops, and wipers Responsible for verifying that the proper sanitization disinfectant rotation is followed, and that the proper sanitization disinfectant is used for each cleaning assignment Strictly follow Standard Operating Procedures Responsible for completing required GMP documentation to ensure records are properly and accurately maintained Responsib

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. Building Engineer – JLL What this job involves: As a Building Engineer at JLL, you will help ensure the safe, efficient, and reliable operation of critical building systems across the facility. This role is responsible for operating, maintaining, troubleshooting, and repairing a variety of systems including HVAC, electrical, plumbing, and fire life safety equipment. The ideal candidate brings strong technical expertise in at least one core trade area while demonstrating the flexibility to support multiple building systems. You will play an important role in delivering exceptional client service, maintaining compliance with safety standards, supporting energy-efficient operations, and contributing to an overall positive occupant experience. What your day-to-day will look like: Operate, maintain, troubleshoot, and repair building systems including HVAC, electrical, plumbing, and fire life safety equipment. Complete preventive maintenance tasks and respond to service requests in a professional and timely manner with minimal disruption to building occupants. Monitor building systems performance, record operational readings, and make necessary adjustments to maintain optimal equipment efficiency. Maintain accurate CMMS records for maintenance activities, equipment updates, and system performa

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual. Responsibilities : Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. Provide regular value-add

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual. Responsibilities : Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. Provide regular value-add

The New Business Sales Executive is responsible for cultivating and increasing new business revenue, maximizing share of wallet and client penetration by identifying key influencers and decision makers. This role has unique, specialized Financial Services industry knowledge and expertise in identifying potential revenue opportunities through networking and aggressive field sales techniques. The New Business Sales Executive plays a pivotal role in client negotiations, pricing agreements and relationship development. They work collaboratively with peers internally to ensure consistency in account planning activities, customer service standards and achievement of revenue goals. Client interaction is at the highest decision-making level to position Getty Images as the ultimate value provider of content across all products and services. The Sales team works to grow our customer base across all regions by understanding how visual content plays a part for our customers' businesses—and how our products and services can help them overcome challenges, elevate their message, and achieve their goals. As a key contributor to our Financial Services segment, you will play a vital role in driving new business revenue, expanding our market share, and establishing strong relationships with key decision makers within the industry. Your Next Challenge: Build a target list of leads and aggressively identify viable opportunities to grow revenue/sales. Analyze and use industry and business segment knowledge and apply it to deep discovery, identifying customer needs to influence and drive business outcomes. Aggressively sell to these leads, building lasting professional relationships with new contacts up to C-suite level by proposing solutions which meet their needs. Demonstrate consistent sales activity daily habits contributing to progressing leads through sa

About the Team OpenAI's mission is to ensure that artificial general intelligence (AGI) benefits all of humanity. The API Platform turns frontier research into reliable capabilities that developers use to build transformative products and services for people around the world. API Safety's goal is to ensure safe deployment of frontier models in the API. We design APIs and systems that help developers share usage context, understand safety events, and apply safeguards tailored to the risk profile of the applications they are building. This work is critical to our frontier model launches and partners closely with teams across API, Integrity, and Safety Research. About the Role We're looking for product-minded software engineers to join a team that is addressing emerging risks at the frontier of model development while building novel solutions for real-world AI deployment. The day-to-day work ranges from solving production challenges to designing new product experiences and safeguards. The right candidate is comfortable balancing tradeoffs across developer experience, latency, reliability, and risk. In this role, you will: Design and build dashboards and APIs for safety controls and customer-facing observability. Develop scalable systems that extend trusted safety capabilities to new use cases, customers, and deployment environments. Partner with Safety Research and Integrity to build safeguards that mitigate emerging risks. Be responsible for the availability, latency, and scalability of safeguards across high-volume API traffic. Own projects from technical design and implementation through launch and ongoing iteration, while raising the team’s engineering standards Your background might look something like: 7+ years of professional experience, excluding internships, in backend, infrastructure, platform, or product engineering roles. A track record of designing, building, and operating production backend services, developer-facing APIs, or distributed systems. Strong s

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Plaid is looking for an experienced customer-facing professional to manage and grow Plaid’s relationships with a large portfolio of smaller, high-potential companies. In this role, you will focus on managing a broad, multi-vertical portfolio of approximately 50-100 mid-to-large size accounts with high potential for revenue growth You will be the primary point of contact for your customers and will work with them on all stages of their integration to ensure they can successfully launch and grow. You will be responsible for working directly with key stakeholders ranging from developers to product leaders to help customers create the applications that will empower businesses and consumers with their financial data. You will be tasked with leveraging your understanding of the customers’ business to identify and pursue new revenue opportunities independently. The right candidate is able to dynamically evaluate and prioritize customer needs in order to maximize impact across such a large book of business. You will need to develop an understanding of customer priorities, motives and key drivers, and demonstrate success in owning and growing strong, long-lasting customer relationships Responsibilities: Own

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: As a Senior People Business Partner at SoFi, you will serve as a strategic advisor and advocate for both the business and our employees. In this pivotal role, you will partner with Financial Services and Borrow/Operations Engineering leadership to drive influence and solve complex organizational challenges with scalable, high-impact solutions. What you’ll do: Partner with leaders to advise and influence the creation of measurable, actionable strategic plans. Act as an objective resource and champion for the Engineering team and broader employee population. Manage complex employee relations with discretion, providing executive coaching and facilitating constructive feedback loops. Leverage deep HR expertise to lead initiatives in org design, compensation, performance management, D&I, and employee development. Drive data-informed decision-making using people analytics and organizational health metrics. Execute strong judgment and discretion to ensure positive, professional outcomes. Champion the company culture by embodying and promoting "The SoFi Way." Cultivate robust, collaborative relationships with key stakeholders across the organization. Collaborate with People Team Centers of Excellence (CoEs) to execute strategic initiatives and support business goals. What you’ll need: 6+ years as an H