Associate, Client Advisory

Role Overview The Customer Programs Manager for Advisory Boards at Anthropic works closely with key clients, helping to guide strategic conversations and strengthen partnerships. This role focuses on organizing and running Customer Advisory Board meetings, preparing supporting materials, and ensuring productive exchanges between clients and Anthropic’s internal teams. What You Will Do Plan and coordinate Customer Advisory Board meetings, including logistics and agenda setting Develop and prepare materials that support discussion and decision-making Facilitate conversations between clients and Anthropic teams to gather meaningful feedback Help translate client input into actionable recommendations for Anthropic’s products and services What We’re Looking For Experience managing customer programs or advisory boards Strong relationship-building skills with clients and internal stakeholders Ability to turn client feedback into clear, actionable insights Interest in customer engagement and collaborative problem-solving Location This position is based in San Francisco, CA or New York City, NY.

About Lincoln International Lincoln International is a global investment banking advisory firm serving business owners, senior executives, private equity firms, their portfolio companies, and both public and private corporations. The firm’s services include mergers and acquisitions advisory, private funds and capital markets consulting, valuations, and fairness opinions. With more than 1,400 professionals across 25+ offices in 16 countries, Lincoln International brings deep industry knowledge and timely market intelligence to private capital markets. The team is known for strong execution and a commitment to building lasting client relationships. Learn more at www.lincolninternational.com. Our Approach to Talent Lincoln International values the strength that comes from a diverse team. The firm actively seeks to attract, retain, and engage professionals from a wide range of backgrounds. Diversity, equity, and inclusion are central to how the company fosters innovation and creative problem-solving. This commitment helps Lincoln International meet the varied needs of its clients and adapt to a changing marketplace. Equal Opportunity Employer Lincoln International is proud to be an equal opportunity employer. All qualified candidates receive consideration for employment regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Explore more about the firm's diversity commitment and ESG initiatives. Work Model Lincoln International follows a hybrid work model focused on in-office collaboration. Employees are expected to work on-site Monday through Thursday, with the option to work remotely or in-office on Fridays.

Customer Program ManagerCross-Site Project Coordination | Schedule & Risk Management | High-Visibility Communication | SF Bay Area, CAABOUT NEXXANexxa.ai is at the forefront of developing artificial superintelligence tailored for heavy industries. We empower machines, systems, and operations to think, decide, and act autonomously across a range of sectors, including manufacturing, large-scale infrastructure, logistics, and legacy environments. Our mission is to transform groundbreaking technical innovations into practical solutions, tackling some of the most complex systems-level challenges faced by the industry.THE ROLEAs a key player in our operations team, the Customer Program Manager will report directly to the Chief Product Officer (CPO) and serve as the operational backbone of our customer delivery engine. You will oversee project schedules, ensure status visibility, and facilitate cross-site coordination among our Applied AI and core engineering teams located across the globe. Your primary goal is to guarantee timely delivery of all engagements, with complete transparency. Collaborating closely with a Delivery Manager who is responsible for customer relationships and outcome quality, you will ensure the seamless operation of our delivery process. This includes tracking schedules, proactively identifying risks, coordinating handoffs, and keeping every stakeholder informed on project statuses.WHAT YOU'LL DOOversee comprehensive project schedules for customer engagements involving the Applied AI (FDE team) and core engineering teams across various geographical locations and time zones.Ensure real-time visibility of project statuses through tools such as Confluence boards and Jira tracking, complemented by weekly status reports, providing a single source of truth for leadership, engineering, and the Delivery Manager.Conduct regular internal project reviews, including bi-weekly planning sessions, customer submission reviews, and developer inquiry meetings for all active projects.Identify potential risks, dependencies, and obstacles ahead of time, escalating them to the Delivery Manager with suggested mitigations to prevent deadline slips.Facilitate effective cross-site collaboration—aligning handoffs, bridging time zones, and ensuring continuity across teams.Drive daily and weekly updates for all active projects, posting end-of-day summaries in team channels that highlight significant changes, blockers, and next action items.Prepare and present weekly internal status reports to the CPO to inform them of project developments and challenges.

Role Overview Anthropic is hiring a Head of Customer Programs to guide key initiatives that improve customer experience and strengthen long-term relationships. This role shapes programs that reflect Anthropic’s mission and values, ensuring customers consistently receive high-quality service and support. What You Will Do Design and lead customer programs that promote engagement and satisfaction Work with teams across the company to incorporate customer feedback into products and services Champion continuous improvement in customer support and experience Location This position is based in San Francisco, CA or New York City, NY.

Fieldguide creates software for assurance and audit professionals working in cybersecurity, privacy, and financial auditing. The company’s mission centers on simplifying the work of those who help build trust between businesses. With headquarters in San Francisco and a remote-first approach, team members can work from anywhere in the United States. Fieldguide is supported by investors such as Goldman Sachs Alternatives, Bessemer Venture Partners, and Y Combinator. The team values a range of backgrounds and experiences, believing that diversity strengthens both the company and its mission. Growth, collaboration, and inclusion are core to the culture, giving each team member a voice in shaping the future of business trust and improving work-life balance for audit practitioners. Role overview The Customer Success Engineer - Advisory helps customers adopt Fieldguide’s advisory and consulting solutions, guiding them to realize value and improve their workflows. This position suits former advisory practitioners or transformation leaders who want to work directly with advisory teams using the Fieldguide platform. Success in this role is measured by how well end users adopt the platform, the maturity of customer workflows, and clear, measurable outcomes. The Customer Success Engineer serves as a trusted advisor, supporting clients as they implement best practices and modernize their advisory service delivery. Key responsibilities Guide advisory teams on the Fieldguide platform to deliver efficient, consistent, and high-quality advisory services. Drive customer adoption and ensure clients gain tangible value from Fieldguide’s solutions. Advise clients on best practices and support the modernization of their advisory workflows. Work closely with Product, Engineering, Implementation, and Revenue teams to deliver business impact and share customer insights for ongoing platform improvement. Location This role is based in San Francisco, CA or can be performed remotely from anywhere in the United States.

Notion Labs Inc. is seeking a Digital Customer Success Program Manager in San Francisco, California. This position focuses on leading efforts to improve customer engagement and satisfaction across digital channels. Role overview The Digital Customer Success Program Manager will collaborate with teams from different departments to design and implement strategies that help customers get the most out of Notion’s products. This role plays a key part in shaping programs that support customer success, always with an eye on measurable results. What you will do Lead initiatives to enhance how customers interact with and benefit from Notion’s offerings Work with cross-functional groups to develop and refine customer success strategies Apply data-driven insights to improve the overall user experience What we look for Experience in customer success, ideally in a digital or SaaS environment Strong ability to use data to inform decisions and optimize programs Enthusiasm for helping customers achieve their goals Comfort working in a fast-moving setting and collaborating across teams

Join AECOM as a Manager in our Advisory Services, where you will play a pivotal role in delivering innovative solutions to our clients. We are looking for a dynamic leader with a strong background in advisory services, who can foster collaboration and drive results. This is an opportunity to lead teams in providing strategic insights and solutions that enhance our clients' operations and decision-making processes.

About Us:At Notion, we empower individuals and teams to create beautiful tools tailored for their life's work. In a digital landscape filled with numerous applications and tabs, Notion serves as a unified platform that seamlessly integrates documents, notes, projects, calendars, and emails, powered by AI to enhance productivity and automate tasks. With millions of users spanning from individuals to large organizations like Toyota, Figma, and OpenAI, Notion is chosen for its versatility and ability to save time and resources.We value in-person collaboration, which is a cornerstone of our company culture. All team members are required to work from our offices on Mondays, Tuesdays, and Thursdays—designated Anchor Days. Additional in-office workdays may be required for specific teams or roles.About the Role:As the inaugural Enablement Program Manager within our Customer Success team, you will play a pivotal role in transforming our customer engagement through advanced technical capabilities, effective AI workflow adoption, and the development of scalable operational processes. Your mission will be to translate strategic objectives into actionable enablement initiatives, including programs, playbooks, manager toolkits, and training experiences that foster positive behavioral changes in the field. Collaborating closely with CS leadership and cross-functional go-to-market (GTM) stakeholders, you will ensure our Customer Success Managers (CSMs) are equipped, confident, and prepared to achieve measurable outcomes for our clients.What You'll Achieve:Oversee the comprehensive enablement strategy for the evolution of the Customer Success role, converting transformation priorities into a detailed program roadmap encompassing training, certification, manager activation, and reinforcement.Collaborate with CS leaders and frontline managers to identify performance gaps, define critical skills and behaviors, and deliver enablement that promotes adoption.Design and implement high-quality, ongoing learning experiences, including live sessions, workshops, self-service modules, and in-the-flow resources, ensuring exceptional facilitation and production quality.Develop and maintain essential Customer Success enablement materials such as playbooks, talk tracks, customer value narratives, discovery guides, success planning templates, and objection handling frameworks.Establish measurement and feedback mechanisms (covering readiness, proficiency, adoption, and business impact) to iterate based on data and insights from the field.Coordinate stakeholder alignment across Enablement, RevOps, Product, Sales, Support, and Customer Experience (CX) to ensure smooth implementation of messaging, processes, and tools.Skills You'll Need to Bring:Proven experience in enablement or training roles, particularly in a customer-focused environment.Strong analytical skills with the ability to utilize data to drive decision-making.Excellent communication and interpersonal skills, with the ability to influence stakeholders at all levels.Demonstrated ability to manage multiple projects simultaneously and meet deadlines.Experience in designing training programs and learning materials that effectively drive performance.

Riveron’s Accounting Advisory Services team partners with companies facing complex financial reporting and evolving regulatory requirements. Many clients approach during periods of growth, whether through expansion or acquisitions, when accounting teams encounter new challenges and limited resources. The team provides practical, tailored solutions that address each client’s unique business needs. How Riveron Engages Riveron maintains independence by not offering audit, review, or compilation services. This approach allows direct collaboration with company management to implement meaningful changes. The team brings experience in capital markets, technical accounting, and operational accounting, working under both US GAAP and IFRS frameworks. Team Approach A hands-on, collaborative working style defines the group. Senior team members remain involved throughout each project, supporting both client outcomes and staff development. The focus is on enhancing accuracy, efficiency, and scalability for clients. Specialty Areas Technical Accounting Standards Capital Market Transactions Divestitures and Carve-Outs IPO Readiness and Execution Business Combinations and Integration Audit Readiness Financial Accounting Internal and SEC Reporting Internal Controls Internal Audits Financial Process Redesign and Implementation Location This Manager - Accounting Advisory Services position is based in the San Francisco Bay Area.

At Jordan Park, we specialize in providing comprehensive investment management and tailored financial advisory services to a distinguished group of individuals, families, and institutions. Our clients have made remarkable contributions across various sectors including business, philanthropy, government, and society. Our dedicated team consists of empathetic problem solvers who bring a wealth of diverse experience. We thrive in complexity and are committed to navigating challenges, empowering our clients to achieve their most favorable outcomes.Our overarching mission is to enhance lives and legacies. The Client Advisory Team at Jordan Park is focused on delivering an exceptional and differentiated client experience. By seamlessly integrating investment management, financial planning, and customized advice, our team addresses the comprehensive financial needs of our clients. This includes portfolio construction, risk management, cash flow planning, single stock diversification, tax analysis, philanthropic strategies, and other essential aspects of wealth management.

Join Drivetrain, a pioneering company on a mission to empower businesses to optimize their financial decision-making. Our innovative platform helps organizations scale effectively and reach their goals with precision.As a remote-first organization headquartered in the vibrant San Francisco Bay Area, Drivetrain was founded in 2021 by former Googlers and is rapidly ascending the ranks of success, backed by top-tier venture capital. Embrace Remote Work: We believe in harnessing talent from around the globe, offering flexibility and autonomy to our team members. Transparency is Key: We empower our team with open access to vital information to foster their best work. Foster Innovation: We cultivate a culture where new ideas are welcomed, risks are encouraged, and learning from mistakes is part of the journey to success. Customer-Centric Approach: Our product-led growth strategy is driven by continuous learning and collaboration with our customers to create exceptional software solutions.We are currently seeking a proactive and skilled Program Manager to join our dynamic team. This position will be pivotal in managing customer engagement for our product implementation team, working closely with the CEO's office. The Program Manager will also undertake Chief of Staff duties, liaising with global clients and taking ownership of customer success metrics.

Join Mercury as a Compliance Risk Manager within our Banking Advisory team, where your expertise will guide financial institutions in navigating complex regulatory landscapes. You will work collaboratively with clients to develop compliance strategies, assess risks, and implement effective controls to mitigate potential issues.Your role will involve analyzing compliance frameworks, conducting risk assessments, and providing actionable insights to enhance the client’s operational integrity. As a key member of our team, you will also stay abreast of evolving regulations and industry trends, ensuring our advisory services remain relevant and impactful.

Join our dynamic team at West Monroe Partners as a Senior Manager of Cybersecurity Strategy & Advisory. In this pivotal role, you will lead strategic cybersecurity initiatives, advising clients on best practices, risk management, and compliance. Your expertise will help shape the future of our clients' cybersecurity framework, ensuring they remain resilient against emerging threats.As a Senior Manager, you will collaborate with cross-functional teams to develop innovative solutions that address complex cybersecurity challenges. You'll leverage your deep industry knowledge to guide clients through the evolving cybersecurity landscape and assist them in achieving their security objectives.

At CrossCountry Consulting, we aim to redefine the advisory experience by adhering to our Core Values. Our firm is committed to delivering a positive impact not only for our clients but also for our employees. We value collaboration, enthusiasm, generosity, and perseverance as the key drivers of our success. Our advisory services encompass accounting, risk management, technology-enabled transformation, and transaction advisory, allowing us to partner with our clients to address current challenges and create sustainable value for the future.Our dedication to fostering a supportive workplace has earned us accolades such as being recognized on Inc. 5000's list of Fastest Growing Companies and Glassdoor's Best Places to Work. To learn more about our vibrant culture, click here.As a key member of our rapidly expanding Accounting Advisory practice, you will act as a trusted advisor to our clients. Your wealth of experience and unique insights will enable you to provide customized integrated solutions that not only tackle today's challenges but also lay the groundwork for future success. In your role as Director, you will oversee client engagements, spearhead business development initiatives, lead teams, mentor junior staff, and contribute to CrossCountry's leadership team.

Coefficient Giving is seeking a dynamic Managing Director of Philanthropic Advisory to spearhead our expanding partnerships, establish a new advisory practice from inception, and contribute to our organizational strategy as a vital member of our leadership team.We are at a pivotal moment to amplify philanthropic contributions towards high-impact initiatives, encompassing global health, biosecurity, AI safety, and more. Our ambition is to develop the necessary infrastructure to facilitate this growth, ultimately aiming to mobilize over $1 billion annually from donors outside of our founding partner, Good Ventures. In this role, you will create a tailored advisory practice that caters to the next generation of significant philanthropists, while also overseeing and enhancing our current funds and partnership initiatives. Although the advisory function encompasses our entire portfolio, a significant focus will be placed on AI safety and biosecurity philanthropy.About Coefficient GivingFounded as Open Philanthropy, Coefficient Giving is a leading philanthropic funder and advisor, having allocated over $5 billion in grants since 2014. Recently, in 2025, we facilitated the distribution of more than $900 million from our founding partner Good Ventures and over $250 million from other contributors, with intentions to scale further. We collaborate with diverse donors who are committed to effective, high-impact giving. Our current funds include initiatives like Navigating Transformative Artificial Intelligence, Biosecurity & Pandemic Preparedness, Science and Global Health R&D, Farm Animal Welfare, Abundance & Growth, and more.We take pride in our impressive track record:

Astranis Space Technologies Corp. is at the forefront of satellite innovation, crafting advanced satellites designed for high orbits that extend humanity's reach into the cosmos. Our satellites deliver dedicated and secure communications networks to a diverse clientele, including large enterprises, sovereign governments, and the U.S. military. With five satellites successfully in orbit and numerous launches on the horizon, we are addressing a backlog of over $1 billion in commercial contracts.As a trusted partner in satellite communications, we cater to clients with rigorous demands for reliability, data security, network visibility, and tailored solutions. Backed by over $750 million in funding from leading investors such as Andreessen Horowitz, Blackrock, and Fidelity, our team of 450 engineers and entrepreneurs operates from a 153,000 sq. ft. state-of-the-art headquarters in Northern California.Technical Program Manager, USG ProgramsAs a Technical Program Manager focused on U.S. Government programs, you will be pivotal in steering the execution of Astranis's satellite initiatives from initial concept to final delivery. Reporting directly to the Director of USG Programs, you will be responsible for program outcomes related to schedule, budget, risk management, and customer engagement. This role demands a combination of programmatic leadership and technical expertise, engaging in hands-on problem solving while maintaining strategic oversight. You will conduct trade studies to enhance mission system architectures, facilitate coordination across spacecraft and ground segments, and ensure all technical, contractual, and mission requirements are fulfilled. Additionally, you will help refine and scale our USG program execution frameworks and cross-functional processes as our portfolio grows.Key ResponsibilitiesOversee government-related program execution from inception to completion, encompassing small internal R&D projects to comprehensive multi-spacecraft missions.Establish, manage, and communicate program schedules, budgets, and resource allocations to guarantee successful project delivery.Lead the risk management process, including documentation, tracking of mitigation strategies, and approval of risk closures.Ensure that programs meet all technical and programmatic specifications by monitoring and reporting key performance indicators.Conduct regular internal and external program reviews, emphasizing schedule trends, risks, and progress against significant milestones.Act as the primary liaison for government programs, leading design reviews, reporting, and milestone readiness assessments.Collaborate with engineering, operations, and mission assurance teams to ensure alignment on requirements, interfaces, and design development.

Discord connects over 200 million users each month for a variety of reasons, yet one unifying activity predominates: gaming. With over 90% of our audience engaged in gaming, they collectively spend an astounding 1.5 billion hours on our platform monthly, exploring thousands of unique titles. As we shape the future of gaming, our mission is to enhance the social experience for gamers before, during, and after gameplay.We are on the lookout for a skilled Design Program Manager to collaborate closely with our Systems teams. This pivotal role combines design expertise, systems thinking, and cross-functional execution, making it a high-impact, high-trust position.The Systems team consists of Design Systems and Creative Systems. The Design Systems team focuses on creating the foundational primitives and standards utilized by engineers and designers to develop Discord's products. Meanwhile, the Creative Systems team is responsible for defining and maintaining the graphic, illustration, and motion systems that establish Discord's visual identity.As the Design Program Manager, you will assist Systems Designers and Engineers in balancing proactive planned work initiated by the internal team with reactive incoming requests from our partner teams. By merging strategic vision with operational execution, you will enable the entire Systems team to deliver their projects with clarity, speed, and purpose.Reporting to the TPM organization, your daily collaboration will involve Systems leads, designers, engineers, as well as cross-functional partners across the company. This role is meant for someone who thrives on transforming complexity into clarity to accelerate the efforts of design and engineering teams.

Role overview Decagon seeks a Technical Program Manager based in San Francisco to coordinate work across multiple teams and deliver new technical solutions. This position guides projects from initial planning through completion, ensuring schedules stay on track and technical milestones are achieved. What you will do Lead cross-functional teams to meet project goals Track project progress and adjust plans when necessary Share updates and collect feedback from stakeholders Clarify and verify technical requirements throughout each project Help advance Decagon’s strategic programs through strong program management

At CrossCountry Consulting, we strive to redefine the advisory experience. Our firm is built on Core Values that prioritize collaboration, enthusiasm, generosity, and perseverance. We are dedicated to providing not only exceptional service to our clients but also a fulfilling work environment for our employees. Our comprehensive advisory solutions encompass accounting and risk, technology-driven transformations, and transaction services. By partnering with our clients, we address current challenges while laying the groundwork for sustained future success.Our commitment to our team has been recognized with accolades like Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover what makes our culture unique by visiting here.Location: San FranciscoAs a Director in our rapidly expanding Accounting Advisory practice, you will act as a trusted advisor to our clients. Your extensive experience and unique insights will enable you to deliver customized solutions that address today's pressing challenges and pave the way for future achievements. In this role, you will oversee client projects, drive business development, lead teams, and mentor junior colleagues while being an integral part of CrossCountry’s leadership team.