Retention Sales Development Representative in United States

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. Retail Production Assistant SoFi is seeking a proactive, high-energy Production Assistant to serve as the backbone for our top-producing Retail Mortgage Loan Originators (MLOs). In this role, you aren’t just a support player; you are the engine that keeps the loan origination process moving. You’ll act as the primary bridge between borrowers, realtors, and our internal operations team, ensuring every file is structured for success from day one. If you are detail-focused, tech-savvy, and thrive in a fast-paced environment, we want to talk to you. What You’ll Do Business Development & Retention: Develop and execute targeted marketing strategies to engage the existing book of business for client retention, while proactively building relationships with prospective clients and key centers of influence to drive new-to-bank growth. Loan Structuring & Analysis: Pull and analyze credit reports, review income/asset documentation, and assist MLOs in determining the optimal loan structure for clients. Pipeline Management: Run Desktop Underwriter (DU), stack files for submission, and proactively request/clear underwriting conditions to ensure "on-time" closings. Client Advocacy: Serve as the primary point of contact for borrowers and realtors, providing status updates and maintaining a seamless white-glove

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. Retail Production Assistant SoFi is seeking a proactive, high-energy Production Assistant to serve as the backbone for our top-producing Retail Mortgage Loan Originators (MLOs). In this role, you aren’t just a support player; you are the engine that keeps the loan origination process moving. You’ll act as the primary bridge between borrowers, realtors, and our internal operations team, ensuring every file is structured for success from day one. If you are detail-focused, tech-savvy, and thrive in a fast-paced environment, we want to talk to you. What You’ll Do Business Development & Retention: Develop and execute targeted marketing strategies to engage the existing book of business for client retention, while proactively building relationships with prospective clients and key centers of influence to drive new-to-bank growth. Loan Structuring & Analysis: Pull and analyze credit reports, review income/asset documentation, and assist MLOs in determining the optimal loan structure for clients. Pipeline Management: Run Desktop Underwriter (DU), stack files for submission, and proactively request/clear underwriting conditions to ensure "on-time" closings. Client Advocacy: Serve as the primary point of contact for borrowers and realtors, providing status updates and maintaining a seamless white-glove

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 seeking an exceptional Growth Account Executive to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets. This role is built for a proactive professional who thrives on "closing focus" and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform. Role Purpose The primary mission of the role is to accelerate the "0 to 5" client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered ad

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 seeking an exceptional Advisor Success Manager to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets. The ASM role is built for a proactive professional who thrives on "closing focus" and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform. Role Purpose The primary mission of the ASM is to accelerate the "0 to 5" client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered a

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Manager to their Acentria team in Miami, Florida. Job Summary: The Commercial Lines Manager is responsible for overseeing the day-to-day operations of the commercial insurance team, ensuring effective servicing of client accounts, driving revenue growth, and maintaining high standards of service delivery. This role provides leadership while also collaborating with sales teams to grow and retain the commercial book of business. Essential Functions: Supervise, mentor, and develop a team of commercial lines account managers and support staff Conduct performance evaluations, coaching, and training to ensure professional growth Establish clear performance expectations and accountability metrics Lead team meetings and foster a collaborative, high-performance culture Oversee servicing of commercial accounts to ensure accuracy, timeliness, and quality Manage complex or high-value client relationships Partner with producers/sales teams to onboard new clients and ensure smooth transitions Monitor retention strategies and implement improvements to enhance client satisfaction Ensure compliance with insurance regulations, carrier guidelines, and internal policies Optimize workflows, procedures, and systems to improve efficiency Review and approve policies, endorsements, renewals, and coverage placements Analyze production reports, service metrics, and team workloads Develop and maintain strong relationships with insurance carriers Negotiate terms, pricing, and coverage solutions Stay informed on market trends, carrier appetite, and underwriting changes Ensure adherence to all regulatory requirements and licensing standards Maintain documentation and audit readiness Identify operational risks and implement mitigation strategies Competencies & Qualifications: Strong leadership and team development skills Excellent communicatio

As a Customer Success Associate, you will focus on the long term strategic relationship with our customers, drive adoption, and identify growth opportunities across a high volume of Datadog customers to ensure successful product use and retention. You’ll be an advocate for the customer internally and focus on providing a positive experience for a high volume of accounts. Associates follow a well-defined methodology to identify the customer’s unique needs and clearly convey the value of the Datadog product. As we scale our Customer Success team, furthering personal development and team success is a top priority. 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: Identify target opportunities, manage the full sales cycle and proactively build strategic relationships with customers and focus on retention. Manage requests from your book of business such as but not limited to technical support escalations, billing questions, documentation/enablement requests to ensure a positive customer experience Pivot account management strategy based on different customer requirements and needs seamlessly and efficiently Act as an advisor to customers to ensure they’re leveraging the solution effectively Monitor and identify usage trends to uncover renewal risks and support greater adoption rates Collaborate cross-functionally with internal Datadog teams (support, product, finance, and legal) Who You Are: Customer-minded, always trying to provide the most value possible Driven and motivated by a career in sales with a strong desire to grow a career in Customer Success. A strong communicator (written and verbal) with excellent attention to detail Experienced in independently negotiating contract terms and overcoming pricing objections for up-sell/cross sell activit

As a Customer Success Associate, you will focus on the long term strategic relationship with our customers, drive adoption, and identify growth opportunities across a high volume of Datadog customers to ensure successful product use and retention. You’ll be an advocate for the customer internally and focus on providing a positive experience for a high volume of accounts. Associates follow a well-defined methodology to identify the customer’s unique needs and clearly convey the value of the Datadog product. As we scale our Customer Success team, furthering personal development and team success is a top priority. 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: Identify target opportunities, manage the full sales cycle and proactively build strategic relationships with customers and focus on retention. Manage requests from your book of business such as but not limited to technical support escalations, billing questions, documentation/enablement requests to ensure a positive customer experience Pivot account management strategy based on different customer requirements and needs seamlessly and efficiently Act as an advisor to customers to ensure they’re leveraging the solution effectively Monitor and identify usage trends to uncover renewal risks and support greater adoption rates Collaborate cross-functionally with internal Datadog teams (support, product, finance, and legal) Who You Are: Customer-minded, always trying to provide the most value possible Driven and motivated by a career in sales with a strong desire to grow a career in Customer Success. A strong communicator (written and verbal) with excellent attention to detail Experienced in independently negotiating contract terms and overcoming pricing objections for up-sell/cross sell activit

Replit is the agentic software creation platform that enables anyone to build applications using natural language. With millions of users worldwide, Replit is democratizing software development by removing traditional barriers to application creation. About the Role Replit is experiencing extraordinary growth across our customer base and seeking a Mid-Market Account Manager with strong communication skills to drive retention, expansion, and customer success. Candidates with Sales or Account Management experience in SaaS, particularly with some technical background (i.e. having some coding knowledge or prior experience at other developer tool companies) are ideal. We believe this role offers a distinctive opportunity for people who excel in client-facing situations and have a passion for customer success and AI. You'll leverage your skills to help customers maximize value from Replit's platform while driving sustainable revenue growth. In this role you will: Execute renewal processes with a focus on expansion and long-term partnership development Serve as the primary relationship owner for your assigned customer portfolio, ensuring high satisfaction and retention Champion customer success by helping businesses realize the transformative potential of AI-powered software creation Lead onboarding programs that accelerate customer time-to-value and platform adoption Guide customers through Replit's rapidly evolving feature set, including Agent 3's autonomous capabilities, Plan Mode, and automation tools Maintain accurate customer health scores and renewal forecasting data in Replit's CRM (Hubspot) Gather and communicate valuable customer feedback, championing their interests within Replit Optimize customers' use of the Replit platform through ongoing training, support, and strategic guidance Required skills and experience: 3-5+ years in a quota-carrying Sales or Account Management role managing a mid-market book in SaaS or developer tools Proven ability to expand product

Replit is the agentic software creation platform that enables anyone to build applications using natural language. With millions of users worldwide, Replit is democratizing software development by removing traditional barriers to application creation. About the Role As an Enterprise/Strategic Field Engineer (L5) , you'll be the technical cornerstone for Replit's largest and most strategic accounts. This is a hybrid role: high-impact pre-sales (closing complex technical evaluations) and post-sales (driving adoption, expansion, and retention). You'll own the end-to-end technical relationship—from pre-sales architecture discussions through multi-year expansion—ensuring our enterprise customers don't just use Replit, but become Replit-powered companies. You'll partner with Account Executives and Account Managers in a high-accountability Pod structure . This is not a reactive support role—this is a proactive, strategic technical leader who identifies blockers before they become problems, champions new use cases, and directly influences $5M+ in annual recurring revenue. In this role you will: Pre-Sales Strategic Technical Discovery: When you are pulled into complex deals, you join as the expert closer. You run deep discovery on their stack and constraints, then design the winning technical strategy. Proof of Value (POV) & Live Building: You build live, functional applications on the fly during executive meetings to prove immediate value and technical feasibility to VPs and C-suite stakeholders. Context & Connectivity (MCP): You write and deploy Model Context Protocol (MCP) servers to securely connect Replit Agents to customer-specific data, making Replit the central hub for their internal development. Enterprise Governance: You own the "Guardrails" mission. You configure workspace policies and AI governance templates that solve for data safety, compliance, and CISO approval. Infrastructure Strategy: You lead deep-dive reviews for Single-Tenant/VPC deployments, ens

Replit is the agentic software creation platform that enables anyone to build applications using natural language. With millions of users worldwide, Replit is democratizing software development by removing traditional barriers to application creation. About the Role As an Enterprise/Strategic Field Engineer (L5) , you'll be the technical cornerstone for Replit's largest and most strategic accounts. This is a hybrid role: high-impact pre-sales (closing complex technical evaluations) and post-sales (driving adoption, expansion, and retention). You'll own the end-to-end technical relationship—from pre-sales architecture discussions through multi-year expansion—ensuring our enterprise customers don't just use Replit, but become Replit-powered companies. You'll partner with Account Executives and Account Managers in a high-accountability Pod structure . This is not a reactive support role—this is a proactive, strategic technical leader who identifies blockers before they become problems, champions new use cases, and directly influences $5M+ in annual recurring revenue. In this role you will: Pre-Sales Strategic Technical Discovery: When you are pulled into complex deals, you join as the expert closer. You run deep discovery on their stack and constraints, then design the winning technical strategy. Proof of Value (POV) & Live Building: You build live, functional applications on the fly during executive meetings to prove immediate value and technical feasibility to VPs and C-suite stakeholders. Context & Connectivity (MCP): You write and deploy Model Context Protocol (MCP) servers to securely connect Replit Agents to customer-specific data, making Replit the central hub for their internal development. Enterprise Governance: You own the "Guardrails" mission. You configure workspace policies and AI governance templates that solve for data safety, compliance, and CISO approval. Infrastructure Strategy: You lead deep-dive reviews for Single-Tenant/VPC deployments, ens

Replit is the agentic software creation platform that enables anyone to build applications using natural language. With millions of users worldwide, Replit is democratizing software development by removing traditional barriers to application creation. Replit is experiencing extraordinary enterprise demand and seeking an Enterprise Account Executive with strong communication skills to drive our hyper-growth. Candidates with Enterprise SaaS experience, particularly with some technical background (i.e. having some coding knowledge or prior experience at other developer tool companies) are ideal. This full-cycle sales position encompasses both new client acquisition and existing customer support and retention, spanning all segments and geographies. We believe this role offers a distinctive opportunity for people who excel in client-facing situations and have a passion for driving sales and AI. You'll leverage your skills to effectively communicate Replit's value proposition: a world where anyone can create software using natural language. In this role you will: Evangelize a future where anyone can create software in natural language, ushering in a change in the nature of the firm on par with the PC era Serve as the primary point of contact for prospects and customers, guiding them through the buying journey Conduct compelling product demonstrations and help enterprises realize the art of the possible by orchestrating non-engineering hackathons Articulate Replit's value proposition and align it with customers' business objectives Collaborate with product and engineering teams to ensure technical accuracy and successful delivery Prepare tailored quotes and skillfully negotiate deals Maintain accurate customer and forecasting data in Replit’s CRM (Hubspot) Foster strong relationships with existing clients while identifying opportunities for expanded adoption Optimize customers' use of the Replit platform through ongoing collaboration and support Gather and communicate valu

As a Customer Success Associate, you will focus on the long term strategic relationship with our customers, drive adoption, and identify growth opportunities across a high volume of Datadog customers to ensure successful product use and retention. You’ll be an advocate for the customer internally and focus on providing a positive experience for a high volume of accounts. Associates follow a well-defined methodology to identify the customer’s unique needs and clearly convey the value of the Datadog product. As we scale our Customer Success team, furthering personal development and team success is a top priority. 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: Identify target opportunities, manage the full sales cycle and proactively build strategic relationships with customers and focus on retention. Manage requests from your book of business such as but not limited to technical support escalations, billing questions, documentation/enablement requests to ensure a positive customer experience Pivot account management strategy based on different customer requirements and needs seamlessly and efficiently Act as an advisor to customers to ensure they’re leveraging the solution effectively Monitor and identify usage trends to uncover renewal risks and support greater adoption rates Collaborate cross-functionally with internal Datadog teams (support, product, finance, and legal) Who You Are: Customer-minded, always trying to provide the most value possible Driven and motivated by a career in sales with a strong desire to grow a career in Customer Success. A strong communicator (written and verbal) with excellent attention to detail Experienced in independently negotiating contract terms and overcoming pricing objections for up-sell/cross sell activit

As a Customer Success Associate, you will focus on the long term strategic relationship with our customers, drive adoption, and identify growth opportunities across a high volume of Datadog customers to ensure successful product use and retention. You’ll be an advocate for the customer internally and focus on providing a positive experience for a high volume of accounts. Associates follow a well-defined methodology to identify the customer’s unique needs and clearly convey the value of the Datadog product. As we scale our Customer Success team, furthering personal development and team success is a top priority. 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: Identify target opportunities, manage the full sales cycle and proactively build strategic relationships with customers and focus on retention. Manage requests from your book of business such as but not limited to technical support escalations, billing questions, documentation/enablement requests to ensure a positive customer experience Pivot account management strategy based on different customer requirements and needs seamlessly and efficiently Act as an advisor to customers to ensure they’re leveraging the solution effectively Monitor and identify usage trends to uncover renewal risks and support greater adoption rates Collaborate cross-functionally with internal Datadog teams (support, product, finance, and legal) Who You Are: Customer-minded, always trying to provide the most value possible Driven and motivated by a career in sales with a strong desire to grow a career in Customer Success. A strong communicator (written and verbal) with excellent attention to detail Experienced in independently negotiating contract terms and overcoming pricing objections for up-sell/cross sell activit

As a Manager, Customer Success, you will hire and develop teams, coaching Customer Success Managers (CSMs) to success. This role impacts our customer experience and retention at scale, providing an opportunity to join a company that’s a leader in the space and see your contributions firsthand. At Datadog, we value our office culture—the relationships and collaboration it builds, and the creativity it inspires. We operate as a hybrid workplace to help our Datadogs create a work-life harmony that best fits them. 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: Drive and influence the full renewal and expansion sales cycle Serve as an advisor and role model for exemplary customer service Balance autonomy with effective communication upwards Act as a regional/segment owner and escalation point for relevant matters Motivate CSMs to foster customer relationships that build trust and achieve consistent revenue growth Collaborate cross-functionally to drive positive customer outcomes and solve complex challenges Focus on talent attraction, retention, and development to create high-performance teams Who You Are: Experienced in Customer Success or Account Management, with 6+ years of experience preferred and at least 3 years in the SaaS space 3+ years of experience leading a high-performing team of Customer Success Managers A proven track record of success in negotiating contract terms and overcoming pricing objections for renewal and upsell opportunities Familiar with the B2B tech or subscription-based software space Comfortable in a fast-paced, scaling environment Must be fluent in Spanish 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 a

As a Manager, Customer Success, you will hire and develop teams, coaching Customer Success Managers (CSMs) to success. This role impacts our customer experience and retention at scale, providing an opportunity to join a company that’s a leader in the space and see your contributions firsthand. At Datadog, we value our office culture—the relationships and collaboration it builds, and the creativity it inspires. We operate as a hybrid workplace to help our Datadogs create a work-life harmony that best fits them. 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: Drive and influence the full renewal and expansion sales cycle Serve as an advisor and role model for exemplary customer service Balance autonomy with effective communication upwards Act as a regional/segment owner and escalation point for relevant matters Motivate CSMs to foster customer relationships that build trust and achieve consistent revenue growth Collaborate cross-functionally to drive positive customer outcomes and solve complex challenges Focus on talent attraction, retention, and development to create high-performance teams Who You Are: Experienced in Customer Success or Account Management, with 6+ years of experience preferred and at least 3 years in the SaaS space 3+ years of experience leading a high-performing team of Customer Success Managers A proven track record of success in negotiating contract terms and overcoming pricing objections for renewal and upsell opportunities Familiar with the B2B tech or subscription-based software space Comfortable in a fast-paced, scaling environment 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 skill