Jobs in United States

Representative I Client Support in New York

28 active opportunities · Updated October 2026

Explore current representative i client support jobs in New York. Filter by work mode, employment type, experience, department, date posted and distance.

V
📍 New York, New York, United States· Full-time
✓ High-confidence listing

$75K – $90K/yr

Quick readStrong listing-quality and freshness signals

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

AIGoExcelMarketing
B
📍 New York, New York, United States
✓ High-confidence listing

$82.5K – $98K/yr

Quick readStrong listing-quality and freshness signals

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. What You'll Do As a Client Development Representative (CDR), you’ll own customer engagement and expansion within an assigned book of Brex existing customers. You’ll combine high-velocity outreach with consultative discovery to identify opportunities, align stakeholders, and deliver measurable customer and revenue outcomes. This is an ideal role for someone building a sales career who enjoys developing customer relationships, navigating commercial conversations, and partnering cross-functionally to drive results. Where You'll Work This role will be based either within our New York City, San Francisco, Vancouver or Seattle offices. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week: Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year

AISalesforceAccountingFinance
A
📍 New York, NY, United States
✓ High-confidence listing
Quick readStrong listing-quality and freshness signals

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

AISalesforceFinance
G
📍 New York, New York, United States· Full-time
✓ High-confidence listing
Quick readStrong listing-quality and freshness signals

Overview: Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all 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. The Business Development team is looking for a Sales Development Representative/Business Development Intern to further develop our business with corporations, financial institutions, and consulting firms within the region . The Associate will be responsible for assisting in building a pipeline of prospects across a variety of industries. This is an exciting opportunity for a self-starter who wants to learn more about financial services, consulting, or other industries and make a significant contribution to our business model. This is a hybrid role based in our New York City office starting June 7, 2027. The application deadline for this role is November 1, 2026. What You'll Do: Help create and develop a robust pipeline of qualified prospects Research target industries, sub-sectors and companies in order to understand their information/ research needs and pain-points Map companies in order to identify target groups and job functions Prospect targets via email and telephone and schedule meetings Generate engaging content for meetings with prospects and effectively articulate our value proposition Develop a strong knowledge and understanding of the competitive landscape Provide client/ prospect feedback to sales and management What You Have: Pursuing a Bachelors degree, graduating in 2028 Mature communicator capable of handling high-profile clients Intellectual curiosity and desire to learn Demonstrated ability to work both individually and as a part of a team Ability to think creatively and prioriti

P
📍 New York, New York, United States· Full-time
✓ High-confidence listing

From $66.3K/yr

Quick readStrong listing-quality and freshness signals

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 Pontera is looking for an outgoing and enthusiastic Business Development Representative (BDR) to join our team. As a BDR, you will play a pivotal role in representing our company as the initial point of contact to prospective clients of the platform. You’ll find yourself with a massive opportunity for growth, with support from management and mentors. You’ll gain invaluable experience and real-time gratification in a place where your work and your efforts will be instantly seen and felt. RESPONSIBILITIES Identify and generate new business through proactive outbound prospecting Gain interest through cold calling, email campaigns, and social touches Utilize excellent organizational skills to create an accurate and relevant follow up prospect list Overcome obstacles and objections to effectively build pipelines REQUIREMENTS Demonstrated ability to build professional relationships with internal and external stakeholders Self-motivated with ability and eagerness to work in fast paced environment Excellent written & verbal communicati

RestAIGoRust
JI
📍 New York, NY, United States
✓ Quality checkedCompany trend +1800%

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. What this job involves: As a Senior Project Manager for our Healthcare team, you will serve as a dedicated Owner's Representative, guiding complex infrastructure projects from concept to completion. This position requires a unique blend of deep technical expertise in mechanical and electrical systems and sophisticated client-facing skills to champion our clients' interests. At JLL, we are collectively shaping a brighter way for our clients, and in this role, you will be their trusted advocate—ensuring healthcare facilities are delivered on schedule, within budget, and to the highest standards of quality and regulatory compliance. You will act as the central point of communication, translating intricate technical details into clear, strategic actions for all project stakeholders. What your day-to-day will look like: Serve as the owner’s primary advocate and liaison, fostering collaboration between the client, design teams, contractors, and all project stakeholders. Manage overall project performance, including scope, schedule, and budget, to ensure successful delivery against key milestones. Provide expert technical oversight for mechanical (HVAC, medical gas, plumbing) and electrical (power distribution, emergency power) infrastructure systems. Review design d

Artificial IntelligenceAIProject ManagementPmp
D
📍 New York, New York, United States· Full-time
✓ High-confidence listingCompany trend -84.7%

From $90K/yr

Quick readStrong listing-quality and freshness signals

As a Mid-Market Account Executive on our Commercial Sales team, you will assist in Datadog’s overall business growth by strategically engaging and closing net-new customers across mid-to-large size markets. Sellers follow a well-defined methodology, collaborate with internal stakeholders, identify the customer's unique needs, and clearly convey the value of the Datadog product. Mid-Market reps have the opportunity to grow their careers in Sales and continue contributing to Datadog team success. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Focus entirely on net-new logo acquisition Convert inbound leads to closed opportunities Leverage tools such as Sales Navigator and DiscoverOrg Strategically prospect into Chief Technology Officers, Engineering/IT Leaders, and technical end users Collaborate with Sales Development Representatives to drive top of funnel activity Manage the full sales cycle, including negotiations and on-site technical demonstrations Datadog values people from all walks of life. We understand not everyone will meet all the above qualifications on day one. That's okay. If you’re passionate about technology and want to grow your experience, we encourage you to apply. Who You Are: Experienced in hunting and closing net new logos Able to strategically map out and break into accounts Curious, motivated, and driven as a sales person Bold on the phones and creative in your emails Able to sit up to 6 hours, traveling to and from client sites via auto, train, or air, up to 50% of the time Benefits and Growth: High income earning opportunities based on self performance Opportunity for Presidents Club New hire stock equity (RSU) and employee stock purchase plan (ESPP) Continuous professional development, product training, and ca

P
📍 New York, New York, United States· Full-time
✓ Quality checkedCompany trend -72.3%

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. Our New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services can benefit from better financial technology, and that many industries that don't currently consider themselves to be a fintech actually are. You'll be the one helping us achieve this vision. As a New Business Representative, you'll forge the path to finding new clients and prospect new customers for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbounding selling experience, who can demonstrate the added value of Plaid and what impact it can have on FinTech and non-FinTech alike. In this role you will be responsible for organizational mapping, prospecting individuals, driving engagement, setting opportunities for AEs, taking qualification calls, and nurturing early opportunities. The ideal candidate is customer centric, resilient, challenges the status quo, and has an interest in advancing their career in tech sales. Qualifications 1-3 years of experience in pipeline development and/or sales (preferably at SaaS company) Leading high-level conversations w

P
📍 New York, New York, United States· Full-time
✓ Quality checkedCompany trend -72.3%

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. Our New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that the financial services landscape is evolving at a breakneck pace, and every modern company building in the fintech space needs the gold standard of financial technology infrastructure to win, scale, and delight users. You'll be the one helping us achieve this vision. As a New Business Representative for our FinTech segment, you'll forge the path to finding new clients and prospecting digital-native fintechs, neobanks, alternative lending platforms, and personal finance applications for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbound selling experience who can demonstrate the added value of Plaid and what impact our API suite can have on supercharging a fintech's growth, security, and user experience. In this role, you will be responsible for organizational mapping, prospecting individuals, driving engagement, setting opportunities for AEs, taking qualification calls, and nurturing early opportunities. The ideal candidate is customer-centric, resilient, challenges the status quo, and h

AWSGitRestAgile
P
📍 New York, New York, United States· Full-time
✓ Quality checkedCompany trend -72.3%

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. Our New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every institution in the banking and wealth management ecosystem can benefit from better financial technology, and that many traditional financial firms that don't currently consider themselves to be fintech actually need to operate like one to win. You'll be the one helping us achieve this vision. As a New Business Representative for our Banking & Wealth (B&W) segment, you'll forge the path to finding new clients and prospecting traditional banks, credit unions, wealth-tech platforms, and digital brokerages for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbound selling experience who can demonstrate the added value of Plaid and what impact it can have on modernizing the banking and investment experience. In this role, you will be responsible for organizational mapping, prospecting individuals, driving engagement, setting opportunities for AEs, taking qualification calls, and nurturing early opportunities. The ideal candidate is customer-centric, resilient, challenges the status

AWSGitRestAI
P
📍 New York, New York, United States· Full-time
✓ Quality checkedCompany trend -72.3%

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. Our New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to the world’s largest and most complex enterprises. Our thesis is that every major enterprise can benefit from better financial technology, and that many industries that don't currently consider themselves to be fintechs actually are. You'll be the one helping us achieve this vision at scale. As an Enterprise Business Development Representative, you'll forge the path to finding new enterprise clients and strategically prospecting Fortune 500 and high-growth market leaders. We are looking for extraordinary sales professionals with SaaS/tech outbounding experience who can navigate complex organizations, map multiple stakeholders, and demonstrate the profound impact Plaid can have on enterprise ecosystems. In this role, you will be responsible for strategic account mapping, executive-level prospecting, driving deep engagement, and nurturing early-stage enterprise opportunities for our Enterprise Account Executives. The ideal candidate is customer-centric, resilient, intellectually curious, and adept at challenging the status quo within large organizations. Responsibilities Strategic Pipeline Ar

L
📍 New York, NY, United States· Full-time
✓ High-confidence listing
Quick readStrong listing-quality and freshness signals

At Lyft, our purpose is to serve and connect. We aim to achieve this by cultivating a work environment where all team members belong and have the opportunity to thrive. Lyft Business is changing the way companies, brands and organizations leverage the Lyft platform to redefine the way they operate and move people around. We are solving big problems, and meeting the needs of our clients and the people they care about in a whole new way. We realize that the world has changed so much recently, and that the needs of our customers and how they envision transportation is changing too. Our work is fun, challenging and rewarding and we are looking for customer and growth-focused team members passionate about solving problems and delighting our customers. As an Account Manager, you’ll help our clients understand the power of Lyft Business. You will build and manage a named account list of large organizations in the US, ensuring that they leverage Lyft’s products for any transportation objective they have. We’re building the next great transportation platform, and we need world-class talent and candidates that aren’t afraid to try new things and think outside the box to build new business. Responsibilities: Own the customer relationship with enterprise grade partners as their primary representative to Lyft for all their business related transportation needs Partner with Fortune 500 companies, to design, sell and implement custom transportation solutions for their respective passengers that include employees (essential and non), recruits, VIPs, guests, subscribers, etc Identify and generate additional revenue streams within existing accounts, including up-sells and cross-sells; selling across commuter benefits, events, employee perks, concierge, and corporate travel use cases to exceed revenue targets Generate and maintain an active pipeline with meticulous attention to opportunity staging, close dates, revenue forecasts, and deal documentation Constantly ‘se

AIGoMarketingHR
V
📍 New York, New York, United States· Full-time
✓ High-confidence listing

$80K – $85K/yr

Quick readStrong listing-quality and freshness signals

Sales Development is the front line of VTS’s growth engine. As an SDR, you’re not just booking meetings, you’re shaping our future. You’ll help identify and engage the next wave of customers who will use VTS to transform how commercial real estate operates. With the support of powerful data-driven workflows and AI tools, you’ll generate pipeline at scale, test new go-to-market strategies, and provide critical insights back to the sales and marketing teams. Simply put, when our SDR team thrives, the entire company grows faster. ** Please note that this opportunity is located in New York, NY, and requires this hire to work from our office four days a week. ** What Makes This Job Awesome? This isn’t your typical entry-level sales role. At VTS, you’ll be joining a high-impact, AI-augmented sales team that’s rethinking how modern prospecting is done. You’ll: Be quickly trained in world-class SaaS sales techniques and real estate fluency. Use cutting-edge tools to automate busywork so you can focus on learning, experimenting, and connecting with decision-makers at some of the most influential CRE firms on the planet. Collaborate closely with AE mentors, marketing partners, and senior leadership to contribute directly to pipeline growth. See a clear path for promotion to closing roles and beyond. Our top AEs and leaders started in this seat. Be part of a scaling team where every win matters and every voice is heard. Form relationships with senior decision makers, asset managers and brokers at the top commercial real estate firms across the country. What Makes You a Great Fit? You’re not just looking for a job, you’re looking to launch a career in tech sales with real momentum. You could be a great fit if: You’re curious, coachable, and ready to dive headfirst into a fast-paced, goal-driven environment. You embrace new tools and technologies to work smarter and faster. You bring 1+ years of professional or internship experience. Bonus if it’s in CRE, SaaS, or sales but your

AIGoExcelMarketing
C-
📍 New York, New York, United States· Full-time
✓ High-confidence listing

$70K – $120K/yr

Quick readStrong listing-quality and freshness signals

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 a Business Development Representative to help grow CLEAR’s Healthcare business by building pipeline and creating qualified opportunities with healthcare organizations and prospective partners. You’ll combine thoughtful prospecting, compelling storytelling, and curiosity about our customers to introduce healthcare leaders to CLEAR’s identity solutions and help make healthcare experiences safer and easier. What you'll do: Own pipeline generation across inbound and outbound channels, consistently creating high-quality opportunities for CLEAR’s Healthcare business Prospect and engage healthcare decision-makers through strategic, personalized outreach across email, phone, social selling, and other channels Understand prospective customers, their needs, their challenges, and the healthcare landscape to clearly articulate how CLEAR’s identity solutions can create value Partner closely with Sales and Account Executives to qualify prospects, uncover opportunities, and build pipeline that converts into revenue Collaborate with Marketing, Sales, and Product to sharpen messaging and go-to-market strategies, using data and insights to continuously improve outreach, conversion, and efficiency How you'll measure success: Qualified healthcare pipeline generated and influenced against quarterly targets Achievement of outbound activity, response, meeting conversion, and opportunity generation targets Revenue contribution from sourced opportunities, including pipeline quality, velocity, and conversion to closed-won business

GitRestAIGo
V
📍 New York, New York, United States· Full-time· Remote
✓ High-confidence listingCompany trend -88.6%
Quick readStrong listing-quality and freshness signals

At Vanta, our mission is to help businesses earn and prove trust. We believe that security should be monitored and verified continuously, and we empower companies to practice better security and prove it with ease. Vanta has a kind and talented team, and while some have prior security experience, many have been successful at Vanta without it. Being an SDR at Vanta is, first and foremost, about hitting targets and driving revenue. But beyond that, it’s about joining a community that is deeply committed to your success and career growth. We believe that the future of our sales organization lies with our SDRs, which is why we place a strong emphasis on enablement and career advancement. You’ll receive the training, support, and mentorship you need to excel, with a clear path to advance within our sales team. Vanta is growing quickly, we're profitable, and we're continually outpacing our growth targets while maintaining very strong NPS scores. Needless to say, it's an exciting time! We're scaling our Sales Development team with customer-focused SDRs who will take ownership of our outbound sales engine and help to build pipeline as we move up market, and distinguish Vanta as best-in-class to prospects in a burgeoning competitive landscape. If this sounds like you, and you're excited to join a growing team, we'd love to hear from you. What you’ll do as a Sales Development Representative at Vanta: Have a strong understanding of Vanta’s value proposition and product Master the process of identifying strategic accounts using tools like Salesforce, ZoomInfo, Outreach, Linkedin Sales Nav, and 6Sense, that will help us move up market Organize a multi-channel approach to prospecting and and maximize efforts by developing sequences in Outreach Coordinate meetings on account executive’s calendars and log activities Efficiently and gracefully counter objections, as well as have excellent interpersonal & technical skills How to be successful in this role: Have an enthusiasm for

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