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client operations manager

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customer service representative

client relationship manager

Outreach

<div>
 <strong>
  About Outreach
  <br/>
  <br/>
 </strong>
 Outreach, founded in 2014, is the only complete AI Revenue Workflow Platform that helps sales leaders benefit from connected account visibility, performance insights, and higher forecasting accuracy across every GTM team. Outreach infuses agentic AI to power 100s of use cases across sales motions. From new logo prospecting to renewal and expansion, Outreach AI automates workflows and frees sellers to focus on more strategic conversations and actions. Global organizations use Outreach to power their revenue teams, including SAP, Siemens, Snowflake, ZoomInfo, and Verizon to name a few. To learn more, please visit www.outreach.io.
 <br/>
 <br/>
 <strong>
  The Role
  <br/>
  <br/>
 </strong>
 The primary purpose of the
 <strong>
  Account Manager
 </strong>
 is to retain current customers and identify opportunities to grow or expand their presence and usage across the platform. This role is responsible for driving value and adoption within an assigned territory of customers, primarily in our
 <strong>
  Commercial segment
 </strong>
 . You are responsible for managing the relationship with current customers, including contract renewals, identifying expansion opportunities, and managing the sales cycle for those expansions. Additionally you are responsible for driving platform adoption, assessing overall health of a customer&rsquo;s engagement with Outreach, and providing strategic insight and guidance to customers aligned with their goals. Your primary points of contact within existing customers will include both above the line contacts (CRO, COO, CEO, CFO, and CISO) as well as below the line contacts (System Administrators, GTM Leaders, Marketing/content, Revenue Operations, etc). Key performance indicators include, but are not limited to, customer retention and renewal targets, net revenue retention, expansion quota attainment, renewal forecast quality and accuracy, platform utilization and adoption, and customer sentiment. We expect you to act as trusted advisors to the Revenue Office for their customers and to provide guidance throughout the customer&rsquo;s journey
 <br/>
 <br/>
 <strong>
  Location:
 </strong>
 Preference for hybrid (3x a week in office) based out (Seattle/ Atlanta/ New York). Will consider remote candidates as well.
 <br/>
 <br/>
 <strong>
  Your Daily Adventures Will Include
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Manage a high volume of accounts with proactive engagement to drive customer value and adoption.
  </li>
  <li>
   Develop and build territory strategy plans using multiple data points from various sources to drive adoption, utilization, and customer sentiment.
  </li>
  <li>
   Manage the renewal, expansion, and cross-sell attachment of current Outreach customers at high rates to protect revenue retention.
  </li>
  <li>
   Build partnerships with your customers to realize value, adoption, and business process optimization of the Outreach platform.
  </li>
  <li>
   Apply successes, best practices, and learnings from the experiences of Outreach customers to apply those to consulting with other customers
  </li>
  <li>
   Partner with and influence key stakeholders on how best to achieve customer goals, removing roadblocks where necessary; this can range from product adoption, prioritization, or technical [handled directly or in partnership with internal teams]
  </li>
  <li>
   Apply basic technical proficiency to troubleshoot issues independently and collaborate with technical teams, as needed.
  </li>
  <li>
   Engage with operations teams and multi-thread within accounts to reach key decision makers.
  </li>
  <li>
   Support the onboarding process by coordinating internal resources and aligning with clients to ensure a seamless and high-quality implementation.
  </li>
  <li>
   Update and manage systems of record, including Outreach, Salesforce (SFDC), and other relevant tools, to ensure data accuracy and support effective client relationship management.
  </li>
  <li>
   Identify risks or barriers to client health, and provide targeted mitigation strategies to get the client &ldquo;back to green&rdquo;
  </li>
  <li>
   Forecast renewals and expansion pipeline with high level of accuracy using Outreach&rsquo;s forecast methodology.
  </li>
  <li>
   Act as the primary point of contact/the face of Outreach for your customers. Assist them when navigating product training, strategic guidance, best practices in the platform, and selling expertise.
  </li>
  <li>
   Prioritize multiple projects at the same time, managing several internal / external stakeholders who have varying priorities ranging from business, technical, and organizational
  </li>
  <li>
   Stay abreast of sales and revenue trends to increase your credibility in the industry, e.g. going to industry events, subscribing to blogs/podcasts, reading books, researching case studies
  </li>
  <li>
   Perform other duties as assigned.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Our Vision Of You
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor's degree in a relevant field or the equivalent work experience
  </li>
  <li>
   At least two years of either sales lifecycle management, account management, or customer success experience, preferably in a SaaS environment
  </li>
  <li>
   Ability to navigate complex networks within an organization
  </li>
  <li>
   Strong business acumen to drive transformation and customer outcomes with a complex software
  </li>
  <li>
   Experience demonstrating value realization in a product, platform, or service
  </li>
  <li>
   Negotiation skills
  </li>
  <li>
   Project management skills
  </li>
  <li>
   Effective problem-solving skills
  </li>
  <li>
   Effective time management and prioritization skills
  </li>
  <li>
   Ability to synthesize data from multiple sources to make a decision
  </li>
  <li>
   Have a deep understanding of sales operations, sales team strategies, methodologies and KPI&rsquo;s
  </li>
  <li>
   Knowledge of various sales methodologies to apply them to customer usage of the Outreach platform
  </li>
  <li>
   Ability to influence decisions without direct authority
  </li>
  <li>
   Strong financial acumen to be able to showcase metrics and potential ROI
  </li>
  <li>
   Ability to manage and navigate complex renewals and expansions sales cycles (up to 4 months)
  </li>
  <li>
   Ability to build and cultivate strong, trusting relationships and partnerships, both internally and externally
  </li>
  <li>
   Effective communication skills, both written and verbal, with the ability to tailor messaging appropriately for the audience
  </li>
  <li>
   Effective active listening skills, with a desire to seek to understand
  </li>
  <li>
   Executive presence, strong interpersonal skills, strong emotional intelligence and empathy
  </li>
  <li>
   Team player with a high sense of drive and initiative to keep opportunities moving forward
   <br/>
   <br/>
  </li>
 </ul>
 Compensation for this role is a mix of a base salary and a variable component. The total compensation will range between $120,000 - $180,000 USD. You may also be offered incentive compensation, restricted stock units, and benefits. Actual compensation is based on factors such as the size of the book of business being managed, candidate's skills, and qualifications. We have a location-based compensation structure; there may be a different range for candidates in other locations.
 <br/>
 <br/>
 <strong>
  Why You&rsquo;ll Love It Here
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Flexible time off
  </li>
  <li>
   401k to help you save for the future
  </li>
  <li>
   Generous medical, dental, and vision coverage for full-time employees and their dependents
  </li>
  <li>
   A parental leave program that includes options for a paid night nurse, and a gradual return to work
  </li>
  <li>
   Infertility/ assisted reproductive services benefit
  </li>
  <li>
   Employee referral bonuses to encourage the addition of great new people to the team
  </li>
  <li>
   Snacks and beverages in the Office, along with fun events to celebrate
  </li>
  <li>
   Diversity and inclusion programs that promote employee resource groups like Outreach Women's Network, Latinx community, Outreach Black Connection, AAPI community, Pride/LGBTQIA+, Gender+, Disability Community, and Veterans/Military
   <br/>
   <br/>
  </li>
 </ul>
 <em>
  Outreach is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
  <br/>
  <br/>
 </em>
 <em>
  <strong>
   Our success is reliant on building teams that include people from different backgrounds and experiences who can elevate assumptions and ideas with fresh perspectives. We're dedicated to hiring the whole human, not just a resume. To that end, we look for a diverse pool of applicants-including those from historically marginalized groups. We would like to invite you to apply even if you don't think you meet all of the requirements listed below. We don't want a few lines in a job description to get between us and the opportunity to meet you.
   <br/>
   <br/>
  </strong>
 </em>
</div>


Account Manager

Blackbird Labs

<div>
 <strong>
  About Blackbird
  <br/>
  <br/>
 </strong>
 Blackbird Labs is a loyalty and payments platform establishing meaningful connections between the world&rsquo;s best restaurants and their customers.
 <br/>
 <br/>
 Served up in 2022 by Ben Leventhal, co-founder of Eater and Resy, Blackbird offers a fully customizable loyalty programming platform for restaurants and a consumer app designed to make every guest feel like a bonafide VIP no matter where they dine. Backed by Union Square Ventures, a16z, Amex Ventures, Variant Fund, and other forward-thinking investors, Blackbird is out to revolutionize the restaurant industry.
 <br/>
 <br/>
 <strong>
  About Our Team
  <br/>
  <br/>
 </strong>
 At Blackbird, our values guide everything we do and our talent principles define the key traits we seek in our employees.
 <br/>
 <br/>
 We have
 <strong>
  passion for our product
 </strong>
 &ndash; committed to our mission and instinctively think like and go the extra mile for our customers. We are
 <strong>
  elite performers
 </strong>
 &ndash; striving for excellence, going above and beyond to achieve exceptional results, and learning quickly with horsepower, drive, and grit. We
 <strong>
  make others better
 </strong>
 &ndash; taking initiative to elevate others, giving and receiving feedback, and championing a culture of growth. We hold one another accountable to living out our talent principles as we march together to achieving our mission.
 <br/>
 <br/>
 We are an in-office culture that values the power of in-person connection and collaboration. Just as Blackbird fosters magical in-restaurant experiences, we believe being together ignites creativity, accelerates problem-solving, and strengthens the team spirit essential to driving our mission forward.
 <br/>
 <br/>
 <strong>
  About The Role
  <br/>
  <br/>
 </strong>
 The Account Manager role is a great opportunity to demonstrate your relationship management and sales skills. This role focuses on post-sales of Small-to-Medium sized business, to work efficiently and optimally with SMB (i.e., restaurants) by deepening the relationship to increase retention as well as grow revenue and expand service. Account Managers are critical to retaining our highest value restaurants, ensuring new partners are successful on our platform and unlock that value of Blackbird.
 <br/>
 <br/>
 <em>
  This is an in-person sales opportunity, meeting with restaurant clients. Candidates must live local to New York City, relocation not provided.
  <br/>
  <br/>
 </em>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Build processes and standardize best-practices within restaurant success
  </li>
  <li>
   Partner with Sales &amp; Account Management to manage the relationship, troubleshoot issues, and solve for questions from restaurant partners
  </li>
  <li>
   Track restaurant KPI and OKR to understand their success, issues, or opportunities
  </li>
  <li>
   Think like a scientist, measuring small tests in what drives successful restaurant adoption longer-term on the Blackbird platform and measure results
  </li>
  <li>
   Excel in hands-on restaurant relationship management and training of new restaurant staff on new features or products
  </li>
  <li>
   Be one step ahead of restaurants by proactively maintaining communication channels with restaurant partners via email, phone, and face-to-face meetings
  </li>
  <li>
   Be a champion of Blackbird&rsquo;s mission, brand, and product
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Minimum Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   2+ years of experience in customer-facing Account Management roles, preferably in a technology-enabled industry
  </li>
  <li>
   Restaurant, hospitality, or tech experience with an industry disrupting product
  </li>
  <li>
   Track record of going above and beyond to deliver magic for customers and partners by leading with empathy
  </li>
  <li>
   Ability to take initiative, build rapport, and solve problems quickly
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Preferred Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   You&rsquo;re relentlessly optimistic about the future and determined to get there.
  </li>
  <li>
   You can pivot on the fly. You&rsquo;re not looking for a boring job.
  </li>
  <li>
   You want the ball. Our teams ship high caliber work on tight timelines, usually starting from scratch. Owning a problem doesn&rsquo;t scare you.
  </li>
  <li>
   You are a highly organized, detail-oriented and process-driven
  </li>
  <li>
   You are an excellent, and efficient, communicator
  </li>
  <li>
   You have worked in restaurant or hospitality industries, or have a deep passion for the local restaurant scene and F&amp;B culture
  </li>
  <li>
   Interest in serving up a game-changing loyalty platform for the best restaurant
   <br/>
   <br/>
  </li>
 </ul>
 Pay Transparency Notice &amp; Benefits
 <br/>
 <br/>
 Depending on your work location and experience the target annual salary for this position can range from: $80,000 - $130,000 OTE USD. This range does not include the equity component of the overall compensation package.
 <br/>
 <br/>
 Full time offers from Blackbird may also include stock options, benefits (including medical, dental, vision, flexible time off, 401(k)), and some not-so-standard, extra-fun perks &mdash; subject to applicable taxes and based on eligibility.
 <br/>
 <br/>
 Commitment to Equal Opportunity
 <br/>
 <br/>
 Blackbird Labs is committed to building a diverse and inclusive workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender identity or expression, sexual orientation, or any other basis protected by applicable law. Blackbird also considers qualified applicants with criminal histories, in a manner consistent with applicable laws. For US applicants, you may view the Know Your Rights notice here. Additionally, Blackbird participates in the E-Verify program.
 <br/>
 <br/>
 Join us and discover what the best work of your career could look like here at Blackbird.
 <br/>
 <br/>
</div>


Account Manager - New York, NY

LinkedIn

<div>
 <strong>
  Company Description
  <br/>
  <br/>
 </strong>
 LinkedIn is the world&rsquo;s largest professional network, built to create economic opportunity for every member of the global workforce. Our products help people make powerful connections, discover exciting opportunities, build necessary skills, and gain valuable insights every day. We&rsquo;re also committed to providing transformational opportunities for our own employees by investing in their growth. We aspire to create a culture that&rsquo;s built on trust, care, inclusion, and fun &ndash; where everyone can succeed.
 <br/>
 <br/>
 Join us to transform the way the world works.
 <br/>
 <br/>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 At LinkedIn, our approach to flexible work is centered on trust and optimized for culture, connection, clarity, and the evolving needs of our business. The work location of this role is hybrid, meaning it will be performed both from home and from a LinkedIn office on select days, as determined by the business needs of the team.
 <br/>
 <br/>
 LinkedIn&rsquo;s Sales Solutions team is dedicated to changing the world of sales through the use of Sales Navigator, our flagship product that connects and builds mutually beneficial relationships between buyers and sellers. As a Relationship Manager, you will lead the expansion of our client base and use your strategic social selling skills to educate prospective customers on the benefits and value of Sales Navigator. You will serve as a trusted adviser, share insights and continually seek opportunities for growth to make your customers as strong and successful as possible.
 <br/>
 <br/>
 Responsibilities:
 <br/>
 <br/>
 <ul>
  <li>
   Learn about LinkedIn&rsquo;s platform, products and associated tools (e.g. SFDC)
  </li>
  <li>
   Effectively communicate the LinkedIn Sales Solutions value proposition and elevator pitch to inspire your clients to embrace a new method of connecting value to customers
  </li>
  <li>
   Make discovery calls and confirm meetings with key decision makers that will generate revenue
  </li>
  <li>
   Create a pipeline of reasonable opportunities and reliable forecasts in a transparent manner
  </li>
  <li>
   Develop and execute strategic plans for the territory that will evolve and improve our sales process
  </li>
  <li>
   Listen to the needs of the market and educate the product and marketing team
  </li>
  <li>
   Deliver, and preferably exceed, against quarterly and annual revenue targets
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 Basic Qualifications:
 <br/>
 <br/>
 <ul>
  <li>
   6+ years of relevant sales experience
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 Preferred Qualifications:
 <br/>
 <br/>
 <ul>
  <li>
   Experience with SaaS sales, consultative sales, consulting, or relevant
  </li>
  <li>
   Experience in relationship management speaking to C-level users
  </li>
  <li>
   Proven history of overachieving quota and driving results in a high-growth company environment
  </li>
  <li>
   Excellent communication, negotiation, analytical and forecasting skills
  </li>
  <li>
   Possess deep relationships with senior sales leadership
  </li>
  <li>
   Demonstrated ability to find, manage and close high-level business sales
  </li>
  <li>
   Ability to use competitive selling to position company products against direct and indirect competitors
  </li>
  <li>
   Ability to gather and use data to inform decision making and persuade others
  </li>
  <li>
   Ability to assess business opportunities, read prospective buyers and develop compelling strategies
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 Suggested Skills:
 <br/>
 <br/>
 <ul>
  <li>
   Negotiation
  </li>
  <li>
   Analytical and Forecasting
  </li>
  <li>
   Decision Making
  </li>
  <li>
   Communication
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 LinkedIn is committed to fair and equitable compensation practices.
 <br/>
 <br/>
 The pay range for this role is $157,000 to $240,000 USD OTE. Actual compensation packages are based on several factors that are unique to each candidate, including but not limited to skill set, depth of experience, certifications, and specific work location. This may be different in other locations due to differences in the cost of labor.
 <br/>
 <br/>
 The total compensation package for this position may also include annual performance bonus, stock, benefits and/or other applicable incentive compensation plans. For more information, visit https://careers.linkedin.com/benefits.
 <br/>
 <br/>
 <strong>
  Additional Information
  <br/>
  <br/>
 </strong>
 <strong>
  Equal Opportunity Statement
  <br/>
  <br/>
 </strong>
 We seek candidates with a wide range of perspectives and backgrounds and we are proud to be an equal opportunity employer. LinkedIn considers qualified applicants without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, pregnancy, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class.
 <br/>
 <br/>
 LinkedIn is committed to offering an inclusive and accessible experience for all job seekers, including individuals with disabilities. Our goal is to foster an inclusive and accessible workplace where everyone has the opportunity to be successful.
 <br/>
 <br/>
 If you need a reasonable accommodation to search for a job opening, apply for a position, or participate in the interview process, connect with us at accommodations@linkedin.com and describe the specific accommodation requested for a disability-related limitation.
 <br/>
 <br/>
 Reasonable accommodations are modifications or adjustments to the application or hiring process that would enable you to fully participate in that process. Examples of reasonable accommodations include but are not limited to:
 <br/>
 <br/>
 <ul>
  <li>
   Documents in alternate formats or read aloud to you
  </li>
  <li>
   Having interviews in an accessible location
  </li>
  <li>
   Being accompanied by a service dog
  </li>
  <li>
   Having a sign language interpreter present for the interview
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 A request for an accommodation will be responded to within three business days. However, non-disability related requests, such as following up on an application, will not receive a response.
 <br/>
 <br/>
 LinkedIn will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by LinkedIn, or (c) consistent with LinkedIn's legal duty to furnish information.
 <br/>
 <br/>
 <strong>
  San Francisco Fair Chance Ordinance
  <br/>
  <br/>
 </strong>
 Pursuant to the San Francisco Fair Chance Ordinance, LinkedIn will consider for employment qualified applicants with arrest and conviction records.
 <br/>
 <br/>
 <strong>
  Pay Transparency Policy Statement
  <br/>
  <br/>
 </strong>
 As a federal contractor, LinkedIn follows the Pay Transparency and non-discrimination provisions described at this link: https://lnkd.in/paytransparency.
 <br/>
 <br/>
 <strong>
  Global Data Privacy Notice for Job Candidates
  <br/>
  <br/>
 </strong>
 Please follow this link to access the document that provides transparency around the way in which LinkedIn handles personal data of employees and job applicants: https://legal.linkedin.com/candidate-portal.
 <br/>
 <br/>
</div>


Enterprise Account Director, Sales Solutions

Mars United Commerce

<div><div>Mars United Commerce Powered by Marilyn is a global commerce company that delivers all the solutions clients need to grow their business today and tomorrow. Founded by the late Marilyn Barnett, we&rsquo;ve become global leaders in four key commerce disciplines &ndash; Strategy &amp; Analytics, Digital Commerce, Content &amp; Experiences, and Retail Consultancy &ndash; that together form a United Commerce Ecosystem that provides all the expertise clients need to navigate the commerce marketing landscape. Our 800+ Martians across North America, Europe, Australia, New Zealand and Asia exist to drive growth for our people, our clients, and our communities all across the globe.</div><div>
</div><p>
We are currently seeking a Client Operations Manager. This position ensures that the team operates in a highly efficient manner while maintaining the highest quality standards, and supports the Operations Director and team by managing scoping and establishing processes and ways of working to consistently deliver a best-in-class product and service.</p><p><b>
This person must reside within a commutable distance to the Mars United Commerce New York office.</b></p><p><b>
PRIMARY RESPONSIBILITIES:</b></p><ul><li>
Operations Director Support</li><li>
Financials</li></ul><p><b>
Business Support</b></p><ul><li>
Assist Operations Lead and Client Lead with annual scope development and custom scope enhancements</li><li>
Own staff allocation and budget reports</li><li>
Manage scopes and process to ensure team is both funded and reports at 90% billable.</li><li>
Support the building of tools to assist in the scoping process (e.g., AI/Marilyn integration)</li><li>
Help implement new roles or ways of working to meet client needs</li><li>
Coordinate and recap weekly meetings to discuss present and future issues/updates</li><li>
Support Operations Lead and Client Lead in developing and contributing to QBRs</li><li>
Execute solutions to resolve issues</li><li>
Work closely with Operations Lead and New Business lead on RFI/RFP responses to identify needs or resources, as well as determining appropriate allocation, budgets and staff recommendations</li><li>
Coordinate agenda and content for VP team meetings</li></ul><p><b>
Financials</b></p><ul><li>
Work with Project Management on monthly financial updates</li><li>
Optimize funding/utilization based on monthly reports</li></ul><p><b>
Onboarding and Training</b></p><ul><li>
Help onboard new team members and Clients</li><li>
Deploy training to improve overall productivity (e.g. brief training)</li><li>
Schedule and participate in ongoing best practices forums</li></ul><div><b>
SKILLSETS REQUIRED:</b></div><ul><li>
Bachelor&rsquo;s degree in advertising, marketing, business or related field</li><li>
3+ Years of marketing or Operations experience, agency or project management experience preferred</li><li>
Interest in the Operations discipline</li><li>
Experience in Shopper Marketing is a plus</li><li>
Proficiency in Word, Excel and PowerPoint</li><li>
Ability to manage time, adhere to strict timelines, multitask and work well under pressure</li><li>
Ability to support with Client Operations and Procurement</li><li>
Detail Oriented</li><li>
Proactive nature in the seeking of work/responsibility</li><li>
Dependability in execution of work and as member of assigned team</li><li>
Enthusiastic, solution-oriented attitude in accepting work/new challenges</li><li>
Desire to learn all aspects of the assigned client scope of work and tactics</li><li>
Effective interpersonal skills working well across functions</li><li>
Conscientious work ethic</li></ul><div>
 Mars United Commerce is an Equal Opportunity Employer and will recruit, hire, train and promote persons in all job classifications without regard to race, ancestry, creed, color, sexual orientation, gender identity, age, national origin, disability or handicap, HIV, veteran, marital or family status, or any other status or condition protected by applicable state and/or federal laws, except where a bonafide occupational qualification applies.</div><div>
</div><div>
Mars United Commerce has developed a wide variety of inclusive benefit plans and policies that address and promote the needs of all employees and their family members, including comprehensive group health plans, a parental leave program that includes paid maternity and paternity benefits for pregnancy, adoption and surrogacy, flexible paid time off, a broad and confidential employee assistance program, ongoing wellness support initiatives, trusted financial health advice and guidance, promotion of education through tuition support and assistance, and a flexible and supportive work environment and culture.</div><div>
</div><div><i>
Compensation Range: $73,910- $116,380 annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be November 30, 2025.</i></div><div>
</div><div>
#dp</div><div>
#LI-BS1</div><div>
#LI-Hybrid</div></div>

Client Operations Manager

YipitData

<p></p><div><div><div><div><div><p><b>About Us:</b></p>
<p>
YipitData is a leading market research and analytics firm and recently raised $475M from The Carlyle Group at a valuation of over $1B.</p>
<p>
We analyze billions of data points daily to provide accurate, detailed insights for our clients. Our data and research teams transform raw data into strategic intelligence, delivering accurate, timely, and deeply contextualized analysis that our customers&mdash;ranging from the world's top investment funds to Fortune 500 companies&mdash;depend on to drive high-stakes decisions. From sourcing and licensing novel datasets to rigorous analysis and expert narrative framing, our teams ensure clients get not just data, but clarity and confidence.</p>
<p>
We operate globally with offices in the US (NYC, Austin, Miami, Mountain View), APAC (Hong Kong, Shanghai, Beijing, Guangzhou, Singapore), and India. Our award-winning, people-centric culture&mdash;recognized by Inc. as a Best Workplace for three consecutive years&mdash;emphasizes transparency, ownership, and continuous mastery.</p>
</div>
</div><p><b>About The Role:</b></p>
<p>
We are hiring a <b>Business Development Associate</b> to help a growing client base make better investment decisions. Our newest <b>Business Development Associate </b>will identify meaningful engagement opportunities to help clients get the most value out of our products and identify opportunities to work with clients on products that they're yet to subscribe to.</p>
<p>
The <b>Business Development Associate</b> career progression is a path towards being a Business Development Executive or Sales Executive, focused on engaging new users and driving commercial expansion within our existing accounts.</p>
<p>
This role will be based in New York City, where our headquarters is located. Since the position includes close coaching and mentorship, we're looking for someone local who can work in a hybrid capacity and take advantage of in-person collaboration. This will be a great opportunity to learn directly from leadership and grow with hands-on support.</p>
<p><b>
In this role, you'll gain experience in:</b></p>
<ul>
<li>Supporting a growing number of clients and cultivating relationships by:</li>
<li><ul><li>Finding new and creative ways to demonstrate value and grow user engagement</li>
<li>Driving value for clients from our research and data products</li>
<li>Becoming a trusted resource for our clients</li>
<li>Identifying and activating new users on existing accounts</li>
<li>Identifying and/or nurturing upsell opportunities</li>
<li>Advocating for client needs cross-departmentally</li>
</ul></li><li>Developing sales and account management skills that will make you a core contributor of the revenue team with significant growth opportunity into a sales role at the company</li>
</ul>
<p><b>You are likely to succeed if:</b></p>
<ul>
<li>You have minimum 2 years of relevant experience in Sales / Business Development</li>
<li>You thrive in fast-paced, dynamic environments</li>
<li>You are resourceful and excited to learn</li>
<li>You are energized by contributing to the future of data-driven investment research</li>
<li>You are excited by understanding the needs of investment professionals</li>
<li>You are eager to think strategically about growing revenue through proactive client interactions</li>
<li>You are able to effectively communicate complex ideas to a wide range of audiences</li>
<li>You are creative and empathetic in building consensus across multiple stakeholders</li>
<li>You are a master of judgment when handling a wide variety of client situations and communications</li>
</ul>
</div><p><b>Meet Your Team:</b></p>
<ul>
<li>Check out<b> </b><b>this video</b> to learn why our Revenue team members love being part of YipitData!</li>
</ul>
<p><b>What We Offer:</b></p>
<p>
Our compensation package includes comprehensive benefits, perks, and a competitive salary:</p>
<ul>
<li>We care about your personal life, and we mean it. We offer flexible work hours, flexible vacation, a generous 401K match, parental leave, team events, a wellness budget, learning reimbursement, and more!</li>
<li>Your growth at YipitData is determined by the impact that you are making, not by tenure, unnecessary facetime, or office politics. Everyone at YipitData is empowered to learn, self-improve, and master their skills in an environment of ownership, respect, and trust.</li>
<li><b>The annual salary for this position is anticipated to be up to $70,000 On-Target-Earning ($70,000 Base + $22,500 Variable). The final offer may be determined by several factors, including, but not limited to, the applicant's experience, knowledge, skills, abilities, and internal team benchmarks.</b></li>
</ul>
<p><b>Please note that for this position, we are not able to consider candidates who currently or in the future will require visa sponsorship.</b></p>
<p><i>
We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity employer.</i></p>
<p><b>
Job Applicant Privacy Notice</b></p></div></div>

Business Development Associate

City National Bank

<div><div><b>MANAGER OPERATIONS</b></div><div>
</div><div><b>WHAT IS THE OPPORTUNITY?</b></div><div>
The Operations Department Manager directly supports our clients, portfolio management team, and partners financial advisors. Responsibilities include the oversight of the movement of money in and out of the managed accounts, reviewing daily cash transactions and resolving retirement and custodian issues.</div><div>
</div><div><b>WHAT WILL YOU DO?</b></div><div><ul><li>
Manage and lead a team of analysts across all aspects of operations. This includes employee morale, HR issues, colleague development, planning, time management, and training. Escalate critical issue to management as needed.</li><li>
Oversee daily operations process. Assist operations team with any questions or problems that arise. Coordinate with Pershing on any outstanding issues. Work with Portfolio Management teams and Financial Advisors to solve any problems or complex issues that might arise.</li><li>
Oversee and develop the middle office team. Manage and lead the associates and foster the relationship between these associates and the portfolio manager teams.</li><li>
Review and approve all asset movement requests. Ensure all procedures have been followed and proper paperwork received, signatures, and client verifications. Verify all information has been input correctly in the system and approve so Pershing can process.</li><li>
Oversees the RMD process for the Pershing clients. Tracks all clients and makes sure any account that is required to take a distribution satisfies the requirement.</li><li>
Identify and establish new process/procedures to improve current operations and streamline activities.</li><li>
Build and strengthen relationships with vendors, custodians and internal/external partners.</li><li>
Contribute to ad hoc projects as they relate to both the operational aspect of client accounts and department-wide process improvement.</li><li>
Oversee proxy voting, corporate actions, margin details, source of funds reporting, IRS B Notices, and Private Investments.</li></ul></div><div>
</div><div><b>WHAT DO YOU NEED TO SUCCEED?</b></div><div><b>
Required Qualifications*</b><ul><li>
Bachelor's Degree or equivalent</li><li>
5-7 years of experience in financial services</li><li>
2-3 years of experience in management capacity</li><li>
2 years of experience using Microsoft Office applications</li></ul><div>
</div><div><div><b>Additional Qualifications</b></div><ul><li>
Experience working in an operations or Client Services department for investment management firm.</li><li>
Excellent verbal/written communication skills in order to interact with all levels of firm's colleagues and clients required. Demonstrated use of effective sales and communication skills.</li><li>
Excellent interpersonal skills to interact effectively with all levels of business.</li><li>
Ability to multi-task and perform with a high degree of accuracy in a fast-paced, dynamic environment with heavy workloads and high call volumes.</li><li>
Proactively develop self to continuously improve knowledge, skills and credentials and communicate development needs to CN Rochdale Managers.</li><li>
Series licenses 7, 24 preferred</li></ul></div><div><b><br>
WHAT'S IN IT FOR YOU?</b></div><div><b>
Compensation</b><div>
Starting base salary: $95,729 - $152,860 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.</div></div><div><b><br>
Benefits and Perks</b></div><div>
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:<ul><li>
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date</li><li>
Generous 401(k) company matching contribution</li><li>
Career Development through Tuition Reimbursement and other internal upskilling and training resources</li><li>
Valued Time Away benefits including vacation, sick and volunteer time</li><li>
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs</li><li>
Career Mobility support from a dedicated recruitment team</li><li>
Colleague Resource Groups to support networking and community engagement</li></ul><div>
</div><div>Get a more detailed look at our Benefits and Perks.</div></div><div><b><br>
ABOUT US</b></div><div>
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.</div><div><b><br>
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT</b></div><div>
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.<br>
<br>
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.<br>
<br>
<ul><li>Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.</li></ul><br>
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.</div><div>
</div><div></div><div><div>#LI-DN1</div><div>
#CA-DN1</div></div></div></div>

Manager, Wealth Operations (Client Service/Asset Movement)

Sumitomo Group

<div><p>SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG&rsquo;s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.</p><p></p><p><br>
In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization&rsquo;s extensive global network. The Group&rsquo;s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.</p><p></p><p><br>
The anticipated salary range for this role is between $128,000.00 and $165,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.</p><div><div><div><h2 class="jobSectionHeader"><b>
Role Description</b></h2></div><div><p>
The Third-Party Vendor Relationship Manager plays a role in supporting the CISO Organization by overseeing the full lifecycle of vendor relationships. This includes managing vendor onboarding, contract negotiation and execution, performance monitoring, and offboarding. The role ensures that all third-party engagements align with organizational objectives and meet established standards for performance, compliance, and risk management.</p><p></p><p><br>
A key responsibility of this position is leading strategic price negotiations to secure cost-effective, value-driven vendor agreements. The manager also drives procurement processes in close alignment with the CISO&rsquo;s goals, ensuring operational efficiency and strong vendor partnerships that support the organization's cybersecurity and risk posture.</p></div></div><div><div><h2 class="jobSectionHeader"><b>
Role Objectives: Expertise</b></h2></div><div><div>
Vendor Onboarding &amp; Due Diligence</div><ul><li>
Coordinate the onboarding process for new vendors, including risk assessments, and compliance reviews.</li><li>
Ensure all vendors meet internal policies and regulatory requirements before engagement in a timely manner. (e.g., Coupa Vendor Risk assessment)</li></ul><div>
</div><div>
Contract &amp; Price Negotiation</div><ul><li>
Lead contract negotiations, including pricing terms, deliverables, Scope and legal provisions.</li><li>
Collaborate with Legal, Procurement, and Business Units to secure favorable pricing and terms.</li></ul><div>
</div><div>
Performance Monitoring</div><ul><li>
Monitor and report key vendor&rsquo;s performance.</li><li>
Conduct regular reviews of vendor agreements to ensure the timely renewal of software subscriptions, hardware maintenance, and professional service support contracts. Additionally, manage the execution of new and updated Master Service Agreements (MSAs) to maintain alignment with organizational requirements.</li></ul><div>
</div><div>
Risk &amp; Compliance Oversight</div><div><ul><li>
Identify and mitigate third-party risks, including operational, financial, cybersecurity, and reputational risks.</li></ul></div><div>
</div><div>
Relationship Management</div><ul><li>
Serve as the primary point of contact for vendor-related issues and escalations.</li><li>
Foster strong, collaborative relationships with strategic vendors and internal stakeholders.</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Qualifications and Skills</b></h2></div><div><ul><li>
Proven experience in contract and price negotiation.</li><li>
Strong understanding of contract law, compliance standards, and risk frameworks.</li><li>
Excellent communication, negotiation, and stakeholder management skills.</li><li>
Proficiency in Procurement, vendor management systems (e.g., Coupa) is a plus.</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Additional Requirements</b></h2></div></div></div><div></div><p>
SMBC&rsquo;s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.</p><p></p><p><br>
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.</p></div>

Third-Party Vendor Relationship Manager - Vice President

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