Account Executive - Financial Services

JOB SUMMARY:Join our dynamic team at Omnicom Health Group as an Associate Account Executive. In this pivotal role, you will support various teams in delivering exceptional Client Services while developing your skills in the process. You will work closely under the guidance of experienced account team members, diligently following briefs and proactively asking clarifying questions as necessary.JOB DUTIES / RESPONSIBILITIES:Project ManagementMonitor and report on project status, including the development and updates of project timelines.Coordinate meetings and calendar invitations (both internal and client-facing) and assist in organizing external meeting logistics.Participate in internal and client status meetings, documenting actions and key decisions.Handle email correspondence with clients, authors, and third-party stakeholders.Establish and maintain administrative files for the account, such as SharePoint folders and client contact details.Distribute documents for external review, collect feedback, and relay comments to the relevant account team members.Conduct informal research related to journals or conference submission requirements.Support meeting deliverables by liaising with the Studio for print production and shipping.Facilitate external expert logistics, including arrangements for poster presenters and advisory board attendees.

Overview: At Guidepoint, we pride ourselves on our Client Service teams, who are dedicated to enhancing our connections with both new and established clients. Our mission is to support all of Guidepoint's service offerings, fostering strong relationships while effectively communicating how our services empower clients to make informed, strategic business decisions. We are driven to create tailored offerings that enable every prospective client to maximize their partnership with Guidepoint. We are currently looking for a talented individual to join our Institutional Healthcare Client Service team as a Vice President, Account Manager - Client Service. In this role, you will advocate for our subscription-based research services across various business units within existing clients, such as hedge funds, mutual funds, and private equity firms, with the aim of increasing overall service usage. This is a hybrid position based in our New York City office.

Role Overview informagroupplc is hiring a Client Services Account Associate in New York. This position acts as the main contact for clients, handling their accounts and making sure their needs are addressed promptly and thoroughly. The role involves regular communication with clients and close coordination with internal teams to support client satisfaction. What You Will Do Manage and support assigned client accounts Respond to client inquiries and resolve issues as they arise Work with other departments to ensure client requirements are met Maintain a high standard of customer service throughout all interactions Who We’re Looking For Someone who enjoys building client relationships and is interested in developing a career in account management or client services. Strong communication skills and a focus on client needs are important for this role.

Overview: At Guidepoint, our Client Service teams are committed to enhancing our relationships with both new and existing clients. We empower businesses to make informed decisions by showcasing how our diverse service offerings can benefit them. Our goal is to tailor our services to maximize the advantages of partnering with Guidepoint. We are currently looking for an accomplished Vice President of Account Management - Client Services to join our Institutional Client Service team. This individual will spearhead the promotion of our subscription-based research services across various business units within established clients, including hedge funds, mutual funds, and private equity firms, to drive usage and engagement. This is a hybrid role based in our New York City office.

Join our dynamic team at Alpha Insight Inc. as a Client Service Associate. In this role, you will play a pivotal part in ensuring exceptional client experience through effective communication and problem-solving. Your responsibilities will include managing client inquiries, assisting with account management, and liaising with internal teams to provide seamless service.We are looking for proactive individuals who thrive in a fast-paced environment and are eager to contribute to client satisfaction and retention.

Role Overview Curaleaf is hiring an Associate Account Executive for its Wholesale team in Brooklyn, NY. This position focuses on expanding wholesale operations by supporting client relationships and contributing to sales growth. What You Will Do Build and maintain relationships with key wholesale clients Ensure clients receive attentive, reliable service Support sales growth through regular communication and follow-up Share feedback and insights to help shape product offerings and strengthen Curaleaf’s market presence

As a Senior Client Accounting Services Specialist at Anchin, you will be instrumental in driving the precision and efficiency of our clients' financial operations. This role demands a strong foundation in accounting principles paired with exceptional communication skills. You will engage closely with clients, delivering timely and accurate financial data and strategic advice that aligns with their business goals.

Role overview Celonis seeks an Associate Account Executive based in New York. This position centers on helping businesses strengthen their operations. The Associate Account Executive works closely with clients to understand their objectives and suggest solutions that align with their needs. What you will do Develop and maintain client relationships Listen to clients to understand their needs and identify where Celonis can assist Recommend solutions that drive process improvement Contribute to client satisfaction and support the expansion of the customer base Key skills Clear and effective communication Ability to build strong relationships Focus on customer needs

Role overview The Client Service Associate at SPS North America plays a key part in supporting client satisfaction and building strong relationships. Based in New York, this position centers on managing client inquiries and ensuring requests are handled promptly and professionally. The work directly contributes to a positive client experience and ongoing loyalty. What you will do Respond to client inquiries and service requests with attention and care Provide timely and accurate information to clients Collaborate with internal teams to resolve client issues and improve service quality Assist in efforts to strengthen and maintain client relationships

About the RoleWe are seeking a dynamic Associate Account Executive to enhance our sales organization at Sandstone. Unlike traditional BDR/SDR roles, this position offers a comprehensive experience throughout the entire sales cycle. You will engage in various critical functions, including navigating procurement processes, creating persuasive proposals, conducting security reviews, and finalizing pricing agreements. We firmly believe that hands-on experience is the best way to develop effective sales skills. Initially, you will manage specific segments of the sales cycle, with the goal of eventually overseeing the entire process independently.Within your first year, you will be expected to take ownership of your own book of business.Your ResponsibilitiesDeal ExecutionManage RFP responses from start to finish, coordinating efforts across sales, post-sales, and product teams.Conduct vendor assessments and security questionnaires for enterprise-level prospects.Develop and enhance proposals, pricing presentations, and quote configurations.Facilitate contract workflows from initial drafting to final signature.Sales InfrastructureMaintain and enhance our repository of sales materials, including one-pagers, presentations, case studies, and competitive positioning strategies.Create customized deal-specific collateral when existing resources are inadequate.Identify deficiencies in the sales process and take initiative to address them.GTM OperationsCoordinate marketing and sales activities, utilizing AI tools to optimize outreach efforts.Assist with pipeline reporting, data integrity, and process documentation.Deal ProgressionCollaborate with senior team members on active deals from discovery to closure.Gradually take on accounts and expansion opportunities as your capacity and judgment improve.Transition into a defined quota-carrying territory within 12 months.

Third Bridge is hiring an Associate for the Client Services team in New York, with a focus on the Healthcare sector. This position centers on supporting clients through market research and direct engagement. Role overview Associates play a key part in helping clients understand complex healthcare information. The role involves analyzing client questions, conducting in-depth research, and preparing clear reports that summarize important findings. Collaboration with colleagues is essential to maintain high standards in service delivery. What you will do Engage directly with clients to clarify their needs and provide relevant information Analyze client inquiries to identify research priorities Conduct thorough research on healthcare topics Prepare reports that highlight key insights Work closely with team members to improve client services Requirements This role calls for strong communication skills, attention to detail, and an interest in healthcare market research. Experience working collaboratively and a commitment to service excellence are important for success in this position.

Join Labella Associates as an Accounting Associate, where you will play a vital role in supporting our financial operations. In this position, you will manage essential accounting tasks, ensuring accuracy and compliance with established regulations. You will collaborate with a dynamic team, contributing to the overall success of our organization.

Start Dates Available: Immediate Start and Summer 2026 Are you eager to kickstart your career in a dynamic commercial environment? Do you want to make an immediate impact while charting a clear career trajectory? If so, our Associate Program is the perfect fit for you. About AlphaSights At AlphaSights, we unite some of the most driven individuals from around the world to collaborate with leading investment funds, strategy consultancies, and Fortune 500 companies. Our mission is to empower our clients by connecting them with niche experts, enhancing their decision-making capabilities and propelling progress. Founded in 2008, AlphaSights has experienced remarkable growth, employing over 1,500 professionals across nine cities globally. As a recognized market leader and one of the fastest-growing companies, we maintain a relentless pursuit of excellence, hiring only the brightest graduates to help us reach new heights. Jumpstart your career with us if: You excel in a fast-paced, results-driven environment. You possess a client-focused mindset. You thrive under pressure and enjoy meeting tight deadlines. You are determined, resilient, and ready to take initiative. A day in the life of an Associate As an Associate within the Client Service team, you will serve as the crucial link between our clients and the expert knowledge they require. Your day will involve managing multiple projects for investors, strategists, and dealmakers from top-tier organizations seeking expert insights to guide their decision-making. This role demands excellent communication skills and the ability to multitask across various workstreams. Your key responsibilities will include: Recruiting experts: Engaging with experts who are the best matches for client projects, often under pressing deadlines. Understanding project and market context: Grasping the legal and regulatory frameworks in which clients and experts operate. Owning project management: Managing all aspects of client-expert communications and ensuring smooth scheduling of meetings.

Role overview The Associate Account Executive, Strategics at AlphaSense plays a key part in developing client relationships and supporting the sales of market intelligence solutions. Based in New York, this role centers on understanding client needs and helping organizations access insights that inform their decisions. What you will do Connect with clients to learn about their business challenges and goals Demonstrate how AlphaSense's solutions can support better decision-making Collaborate with team members to uncover new sales opportunities and contribute to revenue growth Who thrives here People who succeed in this position are eager to build a career in sales and have a genuine interest in market intelligence. Curiosity, strong communication, and a commitment to helping clients reach their objectives are valued traits on this team.

Join Reddit's expanding Mid-Market team in New York City as a Client Account Executive. In this pivotal role, you will take full ownership of growing and retaining a portfolio of mid-market advertisers in the App Development sector. You will drive strategic conversations, oversee campaign execution, and collaborate cross-functionally to empower app-first advertisers to thrive on Reddit’s platform. Ideal candidates excel in fast-paced environments, enjoy fostering strong client relationships, and are skilled at transforming insights into actionable strategies. Please note that this position requires in-person attendance at our New York office 1–2 days per week.

As a key Account Executive at HireHive, you will play a pivotal role in proposing, managing, and executing customer contracts aimed at achieving both revenue and business objectives.To effectively attain these targets, you will be responsible for developing and nurturing client and partner relationships while collaborating closely with sales account teams to create and implement a successful services sales strategy. Your expertise will be essential in leveraging our service offerings to meet the evolving needs of our customers.

Join Lavendo as an Account Executive in the LegalTech sector, where you will play a crucial role in driving sales and fostering client relationships. This is an exciting opportunity to work with innovative legal technology solutions that are transforming the industry.In this role, you will be responsible for identifying new business opportunities, managing client accounts, and ensuring exceptional customer satisfaction. Your ability to communicate effectively and understand client needs will be essential in promoting our cutting-edge services.

Overview:The Client Service team at Guidepoint plays a pivotal role in connecting our clients with industry-leading subject-matter experts, enabling them to make informed business decisions. We invest time to thoroughly understand each client's specific research needs and deliver the most relevant experts, often within hours.Contribute to Guidepoint’s success.As a Client Service Associate, you will delve into your client’s unique business inquiries and identify the experts who can provide insightful answers. You will actively recruit and onboard new experts into our expansive network of over 1,750,000 Guidepoint Advisors, selecting those best suited to engage with clients. This role is particularly well-suited for recent graduates, offering an exceptional opportunity to apply essential business skills and gain exposure across various industries and disciplines.

Role Overview Guidepoint seeks a Senior Account Manager - Client Service to join the Institutional Healthcare Client Service team in New York City. This hybrid role centers on strengthening relationships with established clients in the healthcare sector, including hedge funds, mutual funds, and private equity firms. The position focuses on promoting Guidepoint’s subscription-based research services, driving usage, and expanding partnerships within existing accounts. What You Will Do Manage a portfolio of long-standing client accounts, emphasizing retention and growth. Lead contract negotiations, pricing discussions, renewals, and other commercial matters. Drive upselling, cross-selling, and expansion of service packages within current accounts. Engage proactively with clients, both in-person and virtually, to strengthen executive relationships. Identify and onboard new users within client organizations. Collaborate with leadership to develop and execute strategic account growth and revenue plans. Monitor account usage trends and intervene to reduce client churn. Serve as the senior contact for escalations and high-level client discussions. Work closely with client service teams to ensure seamless delivery and strong client satisfaction. Qualifications 3-5 years of experience in account management, relationship management, or consultative sales. Demonstrated success managing renewals and negotiating contracts. Proven ability to drive upsell and cross-sell revenue. Experience managing mid-sized to large B2B client portfolios. Strong executive presence and skill in building relationships with C-level leaders. Comfortable leading in-person client meetings. Commercially focused, proactive, and highly accountable. Compensation Base salary ranges from $100,000 to $120,000 annually. This position is also eligible for an annual performance bonus. Location This is a hybrid position based in Guidepoint’s New York City office.