Client Reporting Services Analyst

About the Role SPS North America is seeking a Client Services Associate in San Francisco, California. This position focuses on supporting clients and making sure their needs are handled quickly and thoroughly. What You Will Do Respond to client inquiries and requests Offer solutions to improve clients' experience with SPS North America services Maintain clear and professional communication with clients Location San Francisco, California, United States

Overview:The Client Service team at Guidepoint plays a crucial role in linking our clients with subject-matter experts. Our goal is to empower clients to make informed business decisions by understanding their unique research needs and delivering relevant experts swiftly, often within hours.Join us to contribute significantly to Guidepoint's success!As a Client Service Associate, you will engage directly with clients to comprehend their specific business inquiries and identify the experts best suited to address these questions. You will also be responsible for sourcing and recruiting new experts into our expansive network of over 1,750,000 professionals. Your work will directly impact the quality of service we provide to our clients.

Gerson Lehrman Group (GLG) is on the lookout for enthusiastic Associates eager to advance their skills in delivering exceptional client service within a high-performance, merit-based, and collaborative environment.As pivotal members of GLG's Insight Network—the largest and most diverse source of firsthand expertise—Associates engage in dynamic communication, serving as thought partners to elite professionals from top financial services firms, consultancies, and corporations. This role connects clients with the insights they need to excel.Ideal candidates possess a natural curiosity, robust critical thinking abilities, and a competitive drive to achieve outstanding results for clients. Supported by comprehensive onboarding, mentorship, and training, you will develop essential skills, including project management, client relationship building, and expert engagement. Within months, you will take ownership of project lifecycles, regularly communicate with prominent clients and experts, and receive ongoing guidance to enhance your project management and communication competencies.

Gerson Lehrman Group (GLG) is on the lookout for enthusiastic Associates eager to excel in delivering exceptional client service within a vibrant, performance-driven, and team-centric environment.As pivotal members of GLG's Insight Network – the leading global source of first-hand expertise – Associates engage in dynamic communication, collaborating directly with top-tier professionals from financial services, consultancies, and corporations. Your role will be to connect these clients with the insights they require to thrive.We seek individuals with innate curiosity, robust critical thinking abilities, and a competitive edge to drive client success. With these attributes, you will undergo our comprehensive onboarding and training programs, allowing you to refine your skills in project delivery, client relationship management, and expert engagement. Within a few months, you will take ownership of the project lifecycle, interacting frequently with esteemed clients and experts, all while benefiting from ongoing coaching and mentorship from your team to enhance your project management and communication prowess.

About This Role:We are seeking a dedicated Client Relations Associate who is enthusiastic about enhancing client experiences through proactive support and effective relationship management. In this pivotal role, you will oversee a designated portfolio of clients, ensuring they receive exceptional service that fosters satisfaction, retention, and enduring value.As the primary liaison for our clients, you will connect them with the appropriate technical resources, keep them informed, and champion their success. You will collaborate closely with our Senior Client Relations Manager, who will guide your onboarding and professional growth.Key Responsibilities:Serve as the main point of contact for a designated book of clients, owning the relationship.Conduct regular check-ins to ensure alignment and client satisfaction.Proactively track service performance, ticket trends, and client engagement metrics.Collaborate with the technical team to facilitate seamless service delivery and resolve issues.Identify opportunities for upselling or expansion and communicate these to the Senior Client Relations Manager.Assist in the renewal process and support updates to contracts.Aid in onboarding new clients, ensuring a smooth transition to technical teams.Maintain comprehensive notes, updates, and tasks within our documentation systems.About You:2+ years of experience in Account Management, Client Success, or a related client-facing role, preferably within technology, MSP, SaaS, or IT services.A college degree in communications, psychology, English, or a related field is preferred.Exceptional communication skills, with a clear, polished, and client-friendly demeanor.Strong organizational skills and the ability to manage multiple accounts simultaneously.A proactive, solution-oriented mindset.Familiarity with tools such as JIRA or similar ticketing systems is a plus.Ability to work independently in a dynamic and fast-paced environment.Benefits:‍ Comprehensive health benefits including 100% coverage for health, dental, and vision insurance for you, and 50% for dependents.

About HiveHive stands at the forefront of cloud-based AI technology, delivering transformative solutions that enhance content understanding, searching, and generation. Trusted by some of the largest and most innovative enterprises across the globe, Hive empowers developers with an impressive suite of pre-trained AI models, managing billions of API requests every month. Our proprietary AI models and datasets drive groundbreaking applications that redefine content moderation, brand protection, sponsorship analysis, context-driven advertising, and much more.With over $120 million raised from esteemed investors such as General Catalyst, 8VC, Glynn Capital, Bain & Company, and Visa Ventures, Hive's footprint extends across San Francisco, Seattle, and Delhi with a diverse team of over 250 professionals. We invite you to join us on our journey to shape the future of AI!Client Solutions Associate RoleWe are on the lookout for dynamic, cross-functional professionals to join our Client Solutions team at Hive. This pivotal role involves the commercial deployment of our innovative technologies. As a Client Solutions Associate, you will collaborate closely with our Executive Team to forge new client relationships and nurture existing ones. Daily, you will engage with a diverse array of clients across industries, delivering Hive's exceptional offerings to Fortune 500 companies. Your responsibilities will include executing multiple projects simultaneously while leveraging your strong analytical skills to prioritize tasks and evaluate project outcomes and client solutions. You are the backbone and driving force of Hive, committed to realizing our ambitious capabilities. Ideal candidates will possess a solid foundation in consulting or business development, complemented by a technical degree.

Jordan Park Group is dedicated to providing exceptional investment management and financial advisory services to a unique clientele, including individuals, families, and institutions who have made significant impacts across various sectors such as business, philanthropy, and government. Our team comprises compassionate problem solvers with diverse experiences, adept at handling complexities and overcoming challenges to help clients achieve their financial aspirations.Our mission is to enrich lives and preserve legacies.Position Overview: Associate, Client AdvisoryLocation: San Francisco, CaliforniaThe Client Advisory Team is seeking an Associate to collaborate closely with senior team members across all facets of client engagement. The successful candidate will exhibit a keen interest and aptitude in relevant topics while balancing technical expertise with strong verbal and written communication skills. Key responsibilities include but are not limited to:Collaborating with Client Advisors and clients to facilitate the advisory processFostering client relationships through direct interaction in an advisory capacity under Senior Advisor supervisionOffering strategic financial and investment guidance across clients’ entire balance sheets, including opportunities identified through clients’ networksEngaging with potential clients early in the prospecting phase to effectively communicate how Jordan Park can provide valueActing as a project manager by coordinating with internal Jordan Park experts and external advisors (tax, legal, real estate, lending, etc.) to solve problems and achieve optimal outcomes for clientsWorking with the Investment and Analyst Teams to provide portfolio reporting and perform ad hoc analyses based on requests from Client Advisors and clientsConducting financial planning and forward modeling of client balance sheetsDeveloping strategic portfolio implementation plans based on client specifics and collaborating with the investment team for execution and ongoing maintenanceEngaging in strategic discussions about client engagement with Client AdvisorsManaging projects from inception to completion and coordinating with multiple stakeholders to ensure successful outcomesAddressing diverse requests that may extend beyond typical job duties and acting as a trusted advisor for families on various matters

Gerson Lehrman Group (GLG) is on the lookout for enthusiastic Associates eager to thrive in a dynamic, performance-driven environment that values teamwork and excellence in client service. As pivotal contributors to GLG's Insight Network—the largest and most diverse source of firsthand expertise globally—Associates engage in rapid communication and work as thought partners with top-tier professionals across sectors such as financial services, consultancies, and major corporations to provide actionable insights that empower our clients to succeed.We are seeking individuals with a natural curiosity, exceptional critical thinking abilities, and a competitive spirit dedicated to client success. Through our comprehensive onboarding, mentorship, and training programs, you will develop the essential skills for effective project delivery, client relationship management, and expert engagement. Within a few months, you’ll take ownership of the project lifecycle, frequently interacting with leading clients and experts, while receiving ongoing support and guidance from your team to refine your project management and communication skills.

Overview: At Guidepoint, our Client Service teams are dedicated to enhancing our connections with both new and existing clients. We champion all of Guidepoint’s service offerings, fostering relationships and effectively communicating how we empower clients to stay informed and make informed business decisions. Our teams are committed to delivering tailored offerings designed to maximize every client’s partnership with Guidepoint. We are currently on the lookout for a skilled Account Manager (VP, Account Executive) to join our Institutional Client Service Team. In this role, you will advocate for our subscription-based research service across various business units within existing client organizations, including hedge funds, mutual funds, and private equity firms, with the aim of increasing overall service utilization. This is a Hybrid position based in our San Francisco office. Key Responsibilities: Manage a portfolio of client accounts that have been with us for over 2 years, focusing on long-term retention and growth. Lead contract negotiations, pricing discussions, renewals, and high-level commercial conversations. Drive upsell, cross-sell, and package expansions within existing accounts. Engage with clients both in person and virtually to fortify executive relationships. Identify and activate new users within existing client organizations. Collaborate with service leadership to develop account growth strategies and revenue plans. Monitor usage trends and strategically intervene to prevent client churn. Act as the senior point of contact for escalations and high-level client discussions. Work closely with client service teams to ensure seamless service delivery and client satisfaction. Qualifications: 3-5 years of experience in account management, relationship management, or consultative sales. Proven success in managing renewals and negotiating contracts. Demonstrated ability to drive upsell and cross-sell revenue. Experience managing mid-sized to large B2B client portfolios. Strong executive presence with the ability to cultivate C-level relationships. Comfortable conducting in-person client meetings. Commercially minded, proactive, and highly accountable. What We Offer: The annual base salary for this position ranges from $100,000 to $120,000, along with eligibility for an annual performance-based bonus.

Join Our Team at Office HoursAt Office Hours, we empower individuals to monetize their expertise through our innovative online platform. Users can create personalized knowledge profiles and engage in hourly consultations or participate in surveys that align with their professional skills. Our marketplace enables businesses and organizations to discover insights from a diverse pool of advisors, facilitating informed decision-making on demand.Our VisionWe hold the belief that human knowledge is the most valuable asset in today's interconnected world. Unfortunately, much of this knowledge remains untapped, locked away in individual minds. Our mission at Office Hours is to unlock this potential by offering tools that foster a knowledge-sharing economy.Headquartered in San Francisco, we are supported by leading marketplace strategists and business operators including Saar Gur, Marco Zappacosta, Lenny Rachitsky, Jackson Gates, and Aaron Levie. Our clientele features rapidly growing digital health companies, software startups, venture capital firms, and prominent consulting agencies.Role OverviewAs a Client Solutions Associate, you will serve as the critical link between our clients and the right subject matter experts. Your role will be instrumental in expanding our network and enhancing our impact by facilitating connections that allow experts to share their insights through qualitative interviews.This fast-paced position demands a proactive, adaptable individual with excellent interpersonal skills. You will actively contribute to refining our processes to enhance our service quality. Collaborating closely with our product and engineering teams, you will help translate client feedback into actionable product enhancements.We seek candidates who are enthusiastic about navigating the challenges and triumphs of business growth while fostering a loyal user base.

Role Overview Airwallex is hiring an Associate, Client Enablement in San Francisco. This role focuses on supporting the onboarding and configuration experience for customers using Airwallex’s global payments and finance platform. The Associate will help clients get started smoothly, working with teams across the company to create a setup process that meets the needs of businesses worldwide. About Airwallex Airwallex provides integrated solutions for business accounts, payments, and treasury management to over 200,000 businesses, including Brex, Rippling, and Qantas. Founded in Melbourne, the team now numbers over 2,000 people across 26 offices. Airwallex is valued at $8 billion and backed by investors such as T. Rowe Price and Mastercard. About the Client Enablement Team The Client Enablement team ensures customers have a smooth onboarding experience. Team members work closely with internal partners to deliver user-friendly product configurations that support Airwallex clients globally. What You Will Do Support and enhance the onboarding process for new clients Collaborate with internal stakeholders to ensure product setup meets client needs Identify ways to improve operational efficiency and customer satisfaction What We Value Critical thinking and a drive to solve complex problems Motivation to work toward Airwallex’s mission Ability to collaborate and turn ideas into practical solutions Comfort working in a high-growth, change-oriented company

Position OverviewJoin Callan's dynamic Client Report Services (CRS) team as a Senior Analyst, based in either our Portland, OR or San Francisco, CA offices. As a pivotal member of a leading independent investment consulting firm, you will play a crucial role in delivering insightful investment measurement reports to some of the most sophisticated institutional investors across the United States, including pension funds, endowments, foundations, insurance companies, and healthcare organizations. We are looking for candidates who possess a passion for investments, strong analytical capabilities, and exceptional project management skills, along with a commitment to fostering strong relationships with both clients and colleagues. Hybrid Work Schedule: This role requires a hybrid work model, with an expectation of being in the office one to two days a week. As a Senior Analyst, you will generate key investment measurement reports that deliver critical insights into client portfolio performance. This position will allow you to refine your expertise in investment reporting, understand the specific needs of large institutional investors, and develop essential skills for advancing your career. · Collaborate with over 20 investment professionals within the CRS group to produce comprehensive investment reports for approximately 10 large institutional clients, utilizing proprietary systems and third-party data sources. · Engage closely with Callan’s general consultants and clients as a key part of your responsibilities, while also mentoring junior analysts and contributing to team projects and enhancements. · Over time, you will be encouraged to develop a specialization based on your interests and skills in areas such as private equity, real assets, ESG, defined contribution, quality control, and software testing.

Overview: At Guidepoint, our Client Service teams are dedicated to enhancing our engagement with both new and existing clients. We are committed to supporting all of Guidepoint’s service offerings, fostering strong relationships, and effectively communicating how we empower clients to make informed decisions that drive business success. Our teams are enthusiastic about delivering tailored solutions that maximize the value of each client’s partnership with Guidepoint. We are currently on the lookout for a qualified candidate to fill the role of Vice President, Account Manager - Client Services on our Institutional Client Service team. This individual will be responsible for promoting our subscription-based research services to various departments within existing client organizations, such as hedge funds, mutual funds, and private equity firms, to enhance overall usage and satisfaction. This is a hybrid position based in our San Francisco office. Key Responsibilities: Manage a portfolio of client accounts that have been with us for over two years, ensuring their long-term retention and growth. Lead negotiations regarding contracts, pricing, renewals, and commercial discussions. Drive upsell, cross-sell, and package expansions within existing accounts. Proactively engage with clients both in-person and virtually to strengthen executive relationships. Identify and activate new users within client organizations. Develop account growth strategies and revenue plans in collaboration with service leadership. Monitor usage trends and strategically intervene to mitigate churn. Act as a senior point of contact for escalations and high-level client discussions. Collaborate closely with client service teams to guarantee seamless delivery and client satisfaction. Qualifications: 3-5 years of experience in account management, relationship management, or consultative sales. Strong track record in managing renewals and negotiating contracts. Proven success in driving upsell and cross-sell revenue initiatives. Experience managing mid-sized to large B2B client portfolios. Excellent executive presence and a proven ability to build relationships with C-level clients. Comfortable conducting in-person meetings with clients. Commercially minded, proactive, and highly accountable. What We Offer: The annual base salary for this position ranges from $100,000 to $120,000, along with eligibility for a performance-based annual bonus of up to $12,000.

This full-time position at Hotwire offers a hybrid work model for candidates within 100 miles of our New York City or San Francisco offices.About You:As a dynamic leader, you are not only passionate about your work but also deeply invested in the success of your team. With extensive experience in a midsize to large PR agency, you have led teams and managed a diverse portfolio of Consumer Tech/B2C accounts. Your expertise includes collaborating with Consumer Tech clients to navigate challenges and deliver exceptional service.You possess a keen ability to distill complex communications strategies into actionable plans that drive tangible business results. You thrive in both strategic planning and tactical execution, with a knack for transforming chaos into clarity.When confronted with obstacles, you proactively devise solutions and set measurable goals to ensure client satisfaction and agency success. Your creative, trustworthy, and organized approach to communications empowers you to excel in various formats.If you resonate with this description, we encourage you to apply!About Us:Hotwire is a leading global tech communications and marketing consultancy, dedicated to helping innovative tech brands realize their potential. Our blend of local expertise and global reach enables us to offer bold yet practical guidance to tech companies worldwide.When you join our team, you’ll find a supportive environment focused on your growth and success. We are proud to be recognized as a Best Place to Work by PR Week, PRNews, and Crain’s New York.Role Overview:As a Director at Hotwire, you will play a pivotal role within the management team, focusing on three key areas: client management, team leadership, and agency contributions. You will oversee a portfolio of clients, guiding them from relationship management to strategic development with a focus on revenue and profitability.Your Daily Responsibilities:Manage client relationships and accounts across Consumer/B2C, Consumer Tech, Marketing, and e-Commerce sectors.Lead strategic initiatives to enhance client engagement and drive business growth.

Reddit is hiring a Senior Client Partner to focus on Mid-Market B2B Services in San Francisco, CA. This position centers on building and maintaining strong client relationships within the B2B sector. Role overview The Senior Client Partner will work to understand client needs and help drive growth for both clients and Reddit. Collaboration with teams across the company is a key part of the job, ensuring that B2B solutions align with client goals and expectations. Key responsibilities Cultivate and strengthen relationships with mid-market B2B clients Drive growth initiatives to support client success Partner with cross-functional teams to deliver solutions that fit client requirements Impact This role supports Reddit’s broader mission of fostering community and belonging by helping clients achieve their business objectives through tailored B2B services.

Join the dynamic team at reddit as a Client Account Manager focused on the Mid-Market segment in our B2B Services division. In this role, you will be pivotal in driving client relationships and ensuring their success through strategic acquisitions. You will work closely with cross-functional teams to optimize onboarding processes and deliver tailored solutions that meet the unique needs of our clients.Your passion for client success, combined with your ability to communicate effectively, will empower you to foster long-lasting partnerships and contribute to reddit’s growth in the B2B landscape.

Role overview Global Elite Careers is seeking a Part-Time Client Services Representative for a remote position based in San Francisco, California. This role offers flexible hours and is well suited for individuals who want to work from home while managing other responsibilities. What you will do Respond to client inquiries in a timely and professional manner Address client questions and concerns by providing clear solutions Maintain a strong focus on customer satisfaction Help foster a positive and collaborative team environment Requirements Genuine interest in supporting others Ability to communicate effectively with clients in a remote setting Appreciates working as part of a cooperative team

Join our dynamic team at Monaco as a Client Operations Specialist, where you will play a pivotal role in enhancing customer satisfaction and optimizing operational efficiency. You will be responsible for managing client accounts, resolving issues, and ensuring a seamless experience for our clients. Your ability to communicate effectively and work collaboratively will be key to your success in this role.

About the Role Triumph Arcade is looking for an Office Services Associate to help keep our San Francisco headquarters running smoothly. This hands-on role supports the daily operations of the office and works closely with our Office Manager. The right person enjoys creating a welcoming workspace and takes satisfaction in the details that make an office feel organized and inviting. What You'll Do Receive, organize, and store snack and beverage deliveries Track and manage office supply inventory, including reordering when needed Inspect common areas each day to ensure they are clean and orderly Coordinate team lunches: handle delivery, setup, and cleanup Care for office plants, including watering Set up and reset conference rooms for meetings Cover the front desk when the Office Manager is unavailable Support the Office Manager and team to maintain a friendly, welcoming atmosphere Who Thrives Here Detail-oriented people who like to stay busy and take pride in a well-kept workspace tend to do well in this role. A proactive approach and a positive attitude help keep our office running at its best.