Client Success Manager at UpClear | New York City

LOCATIONNew York, NY (hybrid work - required to be in office 2-3 days/week)ABOUT THE ROLEAt Ascend Interplay, we are a dynamic multi-family office dedicated to enhancing our member services team. We are seeking an exceptionally organized Client Success Associate who excels in prioritizing diverse tasks and projects. Collaborating closely with our investment and operations teams, you will address client needs and drive significant progress. Your proactive and detail-oriented approach will be pivotal in delivering customized solutions to our member families, leveraging your analytical and communication skills in a fast-paced, goal-oriented environment.WHAT YOU’LL DOProvide vital support to the member services team by coordinating with family principals, internal teams, vendors, and custodians to deliver an exceptional, high-touch experience that anticipates and surpasses client expectations.Facilitate solutions for member families across regular agenda items and special projects.Conduct research and develop relevant tax, estate planning, and insurance strategies, collaborating with domain experts as necessary.Work alongside the investment team to formulate and execute customized asset allocation and cash management plans.Assist in tracking investment performance and progress for both internal and external reporting.Aid in onboarding new families and enhancing our client service offerings.Ensure compliance with SEC guidelines to protect both the firm and its clients.WHO YOU AREA proactive self-starter eager to learn and achieve excellence.A versatile problem solver who embraces challenges and responsibilities.An organized multi-tasker capable of managing priorities and deadlines while upholding professionalism.An empathetic listener who fosters genuine, trust-based relationships with clients, recognizing their unique needs and constraints.A collaborative team player with strong interpersonal skills, open to constructive feedback.An effective communicator, confident in both verbal and written interactions.

Join our dynamic team at Ascend Interplay, a premier multi-family office dedicated to exceptional member services. We are seeking a Client Success Director who excels in organization and prioritization, ensuring our client families receive top-notch, tailored solutions.The ideal candidate will proactively collaborate with internal investment and operations teams, addressing client needs and advancing our goals. A detail-oriented mindset, coupled with strong analytical and communication skills, is essential in our fast-paced, goal-oriented environment.As a Client Success Director, you will be the primary point of contact for family principals, ensuring a seamless connection between internal teams, vendors, and custodians to provide a high-touch, anticipatory client experience.

About UsAt Office Hours, we are a leading on-demand expert network that connects top-tier organizations with trusted experts across various fields of knowledge. Our experts benefit from monetizing their expertise through advisory roles, projects, and AI model training. We take care of the complex processes behind the scenes—such as screening, compliance, scheduling, and payment—allowing knowledge sharing to focus on delivering impactful insights.As a rapidly growing and profitable company, we are expanding our expert network and launching innovative products and offices, with our headquarters in San Francisco and additional locations in Brooklyn and Bangalore. Our clientele includes some of the fastest-growing names in digital health, technology, investment, consulting, and AI Labs, all supported by leading marketplace investors and operators from companies like DoorDash, Airbnb, and Affirm.Our VisionWe believe that human knowledge is the world’s most valuable asset. Despite our interconnectedness, much of this knowledge remains untapped and underutilized. Our mission is to make human knowledge easily accessible and scalable by crafting tools for the knowledge economy of the future.Role OverviewAs a Client Solutions Associate, you will be at the forefront of connecting our clients with the right experts. You will play a crucial role in expanding our network and enhancing our impact by facilitating qualitative interviews between clients and subject matter experts.This dynamic role demands a proactive approach and adaptability, with each day presenting new challenges. Strong client communication skills are essential as you work to refine processes that improve our service quality. Collaborating closely with our product and engineering teams, you will help translate client feedback into actionable product enhancements.We seek individuals who are eager to embrace the challenges and rewards of business growth while fostering a loyal user base.Key ResponsibilitiesAs a Client Solutions Associate, you can expect to engage in the following:Client-Expert Connections: Identify and match experts to clients for research interviews, maintaining ongoing communication to ensure successful connections and high client satisfaction.Project Management: Oversee your clients' research projects, ensuring they meet deadlines and quality standards.

About UsWelcome to Sunset, a rapidly expanding tech startup dedicated to assisting venture-backed companies in a smooth and dignified wind-down process. As your all-in-one solution for dissolutions, we manage all legal, tax, and operational tasks associated with shutting down.In just two years, we have successfully guided hundreds of startups through their closure, generating significant revenue and securing $5.5 million in funding from some of the industry's leading entrepreneurs and investors to enhance our mission of supporting founders as they transition to their next venture.Our dynamic team is located in Brooklyn, NY, and we’re eager for you to become a part of our journey! Learn more about Sunset here.About the RoleAs part of our ongoing expansion, Sunset is looking for an enthusiastic Client Success Manager based in New York City (or open to relocation), who will report directly to the Director of Client Success. In this pivotal role, you will play a dual function: providing proactive support to clients throughout the dissolution process and assisting with essential tasks such as dissolution filings and capital redistribution to investors.As a Client Success Manager, you will oversee a dedicated portfolio of clients through every phase of their company's wind-down journey. This hands-on role merges client support with in-depth operational execution, where your success will be evaluated based on speed, precision, and client trust, rather than revenue or renewals.This position is integral to Sunset’s client success operations, with opportunities for advancement into senior individual contributor or team leadership roles as the company grows.About YouYou excel at organization and are adept at planning and prioritizing tasks to ensure that no issues are overlooked, deadlines are consistently met, and clients receive an exceptional experience.You thrive on interpersonal interactions; engaging with clients over the phone and developing strong relationships is your forte.You possess empathy, establishing genuine connections with customers to reassure them during one of the most challenging times in a founder’s journey.You are comfortable making judgment calls and advancing work despite ambiguity and high-stress situations.

Join Rokt, a leader in hyper-growth ecommerce. At Rokt, we redefine the ecommerce landscape by delivering real-time relevance at critical moments. Our innovative AI Brain and expansive ecommerce Network facilitate billions of transactions, connecting hundreds of millions of customers while earning the trust of leading global brands.We are a collaborative team of innovators dedicated to empowering businesses with inventive strategies that meet customer demands and drive additional revenue. Many of the world's foremost companies achieve between 10% to 50% in extra revenue — and often all their profits — through the supplementary products and services they offer. This competitive advantage opens up a realm of growth and innovation opportunities.At Rokt, we prioritize transparency in career development and compensation. We believe in a clear career progression with defined compensation structures, allowing our Rokt'stars to continually elevate standards and explore new possibilities.Position Overview: Client Success AssociateTarget total compensation ranges from $71,000 to $118,000. This includes a fixed annual salary of $63,500 to $95,000, a target commission of $2,500 to $14,000, an equity grant, and exceptional benefits.Equity grants are offered in good faith, contingent upon company policies, board approval, and individual eligibility.Role Responsibilities:Act as a trusted partner to Rokt’s clients, taking ownership of post-sale relationships with top-tier ecommerce companies. You will manage their campaigns, analyze performance metrics, and identify ways to enhance value through Rokt’s AI-driven platform. Instead of remaining on the sidelines, you will actively shape strategies, identify growth prospects, and transform data into actionable insights that have a meaningful impact on client success. If you excel in relationship-building, data-driven problem-solving, and operating at the intersection of technology and business, this role places you at the forefront of how Rokt enhances and broadens its partnerships. A comprehensive onboarding program will equip you with the necessary understanding of Rokt’s products and business operations, enabling you to deliver significant results for clients from day one.The Client Success team focuses on:Enhancing client outcomes (e.g., managing account performance, optimizing campaigns, and ensuring partners consistently achieve their goals via Rokt's AI platform)Transforming data into strategic insights (e.g., leveraging analytics to discern effective strategies, identifying new opportunities, and converting insights into practical recommendations)Aiding clients' voices internally (e.g., collaborating with product, engineering, and marketing teams to ensure client needs are integrated into strategic initiatives)

As a Client Success Manager at Madhive, you will play a pivotal role in ensuring our clients achieve their desired outcomes using our innovative solutions. You will be responsible for building strong relationships with clients, understanding their goals, and providing tailored support to help them succeed. Your expertise will help clients navigate our platform effectively, driving their satisfaction and loyalty. Join us to make a significant impact on our clients' success stories!

Job Title: Director of Client SuccessLocation: New York, NY or Atlanta, GA; Remote options availableAbout Us:At ClarityPay, we are on a mission to revolutionize the point-of-sale credit landscape, delivering unparalleled value to merchants. With offices in both NYC and Atlanta, our rapidly expanding fintech company equips large merchants with customizable “Pay-Over-Time” solutions, including monthly installment plans, Buy Now Pay Later (BNPL), and revolving credit products. We tackle complex credit challenges with agility, precision, and smart technology to ensure optimal outcomes for our partners.Our clients depend on us to enhance their customer service, foster growth, and cultivate loyalty. Our core values—merchant-first mentality, data-driven insights, a commitment to understanding the 'why', relentless learning, and teamwork—drive our dedication to providing outstanding customer experiences at both speed and scale.Role Overview:We are looking for a dynamic Director of Client Success to oversee a portfolio of clients, fostering success and advocacy for ClarityPay. This role entails onboarding clients and managing daily program operations. You will strengthen client relationships, drive performance to meet objectives, tackle critical issues, and ensure overall client satisfaction. Alignment of client expectations will be your priority as you work towards achieving shared goals. Analyzing data and feedback will be essential for identifying improvement opportunities and executing them effectively. Collaboration with cross-functional teams, including Business Development, Marketing, Product, Operations, Risk, Finance, and Legal, will be key.Key Responsibilities:Act as the primary liaison, facilitating communication between clients (merchants, service providers, and platforms) and internal teams (e.g., Product, Operations, Legal).Lead the client implementation work plan, ensuring a smooth transition in partnership with Business Development and internal teams (e.g., Product, Compliance, Marketing, Risk, Operations, and Finance) and client representatives.Set clear performance expectations with clients and internal stakeholders, track progress, and report outcomes.Continuously monitor and assess performance and customer experience metrics.Create growth and success strategies, identify opportunities for improvement, present analytical insights, and ensure program performance aligns with overall strategy.Manage day-to-day client inquiries and challenges to enhance client satisfaction.

About Nexxen Nexxen develops data-driven advertising solutions for advertisers, agencies, publishers, and broadcasters worldwide. The company’s technology stack includes a demand-side platform (DSP), a supply-side platform (SSP), and the Nexxen Data Platform. These tools power flexible approaches to advanced TV and digital advertising. Working at Nexxen Nexxen’s global team works together to shape the future of advertising. The company values customer centricity, encourages curiosity, and promotes collaboration without ego. Employees are expected to bring these principles to their daily work. Fraud Notice Nexxen never asks for payment at any stage of the hiring process and does not promote financial schemes. If suspicious messages or requests appear to come from Nexxen, contact infosec@nexxen.com to confirm authenticity. For more details, see the Nexxen Fraud Alert and Notice. Role Overview: Senior Client Success Manager The Senior Client Success Manager leads managed service campaign management and programmatic PMP deal execution for Nexxen’s clients. This role manages a portfolio of high-value advertiser relationships, focusing on long-term satisfaction, retention, and revenue growth. What You Will Do Act as the main point of contact for clients, using technical expertise across Nexxen’s SSP, DMP, and deal infrastructure. Drive advanced campaign execution and deliver actionable, data-driven insights. Collaborate with internal teams to identify partnership opportunities and influence account strategies. Guide clients in investment decisions related to advertising campaigns and technology. Set best practices for campaign management and deal execution. Mentor junior team members and help improve internal processes for greater efficiency and client impact. Location This position is based in New York.

Overview: Join Guidepoint and be a key player in our success. Guidepoint is in search of a dynamic and entrepreneurial Client Success Manager to lead the strategy for our Insights expert call and transcript library product tailored for our Corporate Healthcare or Institutional Investment/Equity clients. In this pivotal role, you will act as a bridge between our clients and sales teams, driving engagement and revenue growth for our expanding Insights product line. Utilizing your strong CRM skills, exceptional organizational capabilities, and meticulous attention to detail, you will collaborate across departments to maximize product usage among active trials and subscribing clients. This highly visible role will involve close collaboration with Insights group heads to devise strategic plans aimed at enhancing client engagement and retention. This is a hybrid role based in New York City.

About UsAt Proxymity, we are redefining the landscape of investor communications. Our innovative platform facilitates real-time connections between global listed companies and their shareholders through intermediaries, ensuring a seamless, transparent, and compliant communication flow. We are dedicated to simplifying Proxy Voting and Asset Servicing processes, providing solutions that add substantial value to our clients and the broader investor ecosystem.As a rapidly expanding scale-up, Proxymity enjoys backing from leading figures in the financial industry, and we are on an ambitious journey to enhance our global presence.Your Role:We are seeking dynamic, thoughtful, and proactive individuals to join our Client Services team in New York. In this vital position, you will deliver exceptional multi-faceted client support to our growing customer and partner network.As a key player in Proxymity's growth, you will engage in essential activities, with opportunities to expand your role as our business evolves.Key Responsibilities:Serve as the primary point of contact for clients.Address and resolve client inquiries within defined service level agreements (SLAs).Foster productive relationships with clients and stakeholders to cultivate trust and collaboration.Conduct comprehensive root cause analysis to identify strategic improvements.Monitor and manage current and upcoming workloads effectively.Execute daily responsibilities with a strong client-centric approach.Collaborate with global operations, client service hubs, and internal stakeholders.Challenge existing processes and explore opportunities for enhancement.Contribute to improvement projects and operational testing as necessary.Maintain adherence to Standard Operating Procedures through ongoing review and validation.Actively pursue self-improvement and professional development opportunities.

About BrelliumAt Brellium, our ambition is monumental: to elevate the standard of care within the U.S. healthcare system. We have pioneered AI-driven technology that empowers healthcare providers to deliver safer, higher-quality services, beginning with the first real-time medical review platform designed to address clinical and compliance risks proactively, before they affect patients.Each year, 1 in 20 individuals in the U.S. falls victim to a medical diagnostic or compliance-related error. Unfortunately, many healthcare providers lack the resources, time, and tools necessary to prevent these issues, leading to diminished care quality and heightened clinical and financial risks.Brellium is at the forefront of developing an AI-enabled platform that assists healthcare providers in delivering safer, more reliable care by identifying and mitigating risks at an early stage and aligning patient visits with clinical best practices. Our mission is to equip every healthcare provider in the U.S. with the tools needed to provide clinically excellent, data-driven care on a large scale.Founded in 2021, Brellium has rapidly expanded to serve over 250,000 providers across all 50 states, enabling them to enhance patient care and ensure compliance through data-driven methodologies. We are a Series A company, having secured over $30 million in funding from prestigious investors including First Round Capital, Left Lane Capital, and Menlo Ventures.We are on the lookout for a Customer Success Associate who will play a crucial role in assisting our ABA (autism care), mental health, hospice, and home health clients in the effective implementation of our AI product. In this position, you will work collaboratively with Brellium’s Customer Success team and interface closely with the Clinical and Operations teams at mid-market and enterprise healthcare clinics.This position may be ideal for you if:You are a people-oriented and process-driven individual with a fervor for innovative technology. You excel in collaborative team settings and are enthusiastic about joining a small, agile team. With a keen interest in the intersection of AI and health technology, you are eager to make a significant contribution to a forward-thinking company. You are a creative problem-solver with outstanding communication skills, comfortable navigating a fast-paced work environment. You enjoy daily interactions with customers, collaborating with internal teams to enhance processes, and positively impacting lives.Key Responsibilities:Serve as the primary point of contact for Brellium’s customers, engaging daily with Clinical and Operations team members at mid-market and enterprise healthcare organizations.Effectively manage, prioritize, and resolve hundreds of support tickets on a daily basis.Collaborate with the Customer Success team to establish a streamlined ticket management system and develop customer-facing learning materials.

As the Program Director for the New York Chapter of Bluestar Families, you will play a pivotal role in leading and managing initiatives aimed at supporting military families. Your strategic vision and leadership will be essential in enhancing community engagement and fostering partnerships that further our mission. This remote position offers the flexibility to work from anywhere while making a significant impact in the lives of service members and their families.

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.

Role Overview The City of New York is hiring a Family Engagement Officer to strengthen connections between families and local schools. This position focuses on building a welcoming atmosphere where families feel included and informed about their children's education. Key Responsibilities Collaborate with schools, community groups, and families to support parental involvement. Develop and implement initiatives that encourage family participation in education. Share information about resources available to families within the community and school system. Location This role is based in New York City.

About UsAt #paid, we're dedicated to empowering creators to pursue their passions—creating content. Our innovative marketplace connects vetted creators with some of the world's leading brands, including McDonald's, Samsung, and Disney, facilitating authentic collaborations that yield significant business results. We've developed a platform that addresses major challenges in the creator ecosystem, such as fair pricing, algorithmic matching, and content usage rights, ensuring that every partnership is both seamless and impactful.With our proprietary technology and a steadfast commitment to trust and transparency, we are transforming how brands and creators collaborate to create magic. Rated #1 for customer support and managed services, #paid is at the forefront of the creator marketing industry. Through our innovative technology and a team of passionate individuals, we're shaping the future of the creator economy.The RoleAs an Associate Client Partner at #paid, you will be a vital member of our Enterprise Sales team. During your initial six months, you will closely collaborate with Senior Client Partners to gain hands-on experience, learning from their expertise and assisting with internal processes and client management tasks. This foundational period is designed to equip you with a solid understanding of our platform, industry dynamics, and sales strategies. As you progress, you will begin nurturing your own leads and transitioning into managing your own pipeline, with the objective of establishing your own territory.We seek a motivated and ambitious individual who can quickly adapt to evolving circumstances, is highly self-sufficient, and excels in a fast-paced, remote-first sales environment. You will play a crucial role in identifying new business opportunities, prospecting to generate your own pipeline, and articulating #paid's value across technology, strategy, and services.

As a Customer Success Manager at plot, you will play a pivotal role in ensuring our clients achieve their desired outcomes while using our innovative solutions. You will be the voice of the customer, working closely with them to understand their needs, address their concerns, and drive product adoption. Your proactive approach will help foster long-lasting relationships and contribute to our clients' success.

The Agency You'll Join:The New York City Mayor's Office plays a vital role in managing city services across the five boroughs, collaborating with public agencies and departments, and overseeing public properties. This administration is at the forefront of initiatives aimed at enhancing affordability, reducing inequality, improving public safety, ensuring efficient service delivery, and strengthening New York City's economy. We prioritize leadership, transparency, fairness, and efficiency, and actively seek diverse talents from various sectors to join our dedicated team. For current job opportunities, please visit our careers page.The Team You'll Work With:The Mayor's Office of Correspondence handles the reading, routing, responding to, and archiving of all communications directed to the Mayor. This unit safeguards the Mayor's official seal and signature, drafts mayoral messages, certificates, citations, and proclamations for events, and assists other mayoral offices and agencies with various writing and editing tasks. The office also archives both digital and hard copy records and routes letters to city agencies for action, necessitating extensive knowledge of the inner workings of City government. Additionally, this unit collects and archives all mayoral gifts.The Problems You'll Solve:The Operations Associate acts as a key point of contact for both hard copy correspondence sent to the Mayor and digital tracking of unit workflow, including mayoral gifts. Collaborating with stakeholders citywide, you will read, route, track, and report on constituent correspondence. The Operations Associate will also support the Operations team while gaining in-depth knowledge about the inner workings of City government.Responsibilities include, but are not limited to:- Creating digital records and assigning all digital and hard copy correspondence to the appropriate agencies.- Tracking agency-specific issues for our office, such as heat/hot water complaints and housing assistance requests.- Reading, routing, and tracking correspondence received through the nyc.gov website.- Creating digital records of hard copy correspondence for responses from writers.- Analyzing and reporting on agency correspondence compliance with Citywide customer service standards.- Assisting with additional administrative duties as needed.- Demonstrating proficiency in database support and technical troubleshooting.- Providing support to the Operations team as directed.About You:- You have proficiency in the Microsoft Office suite (particularly Word, Excel, and Outlook), as well as other digital operations platforms.- You are capable of working independently.- You can adhere to established procedures.- You possess strong attention to detail.- You have excellent problem-solving skills.MAYORAL OFFICE ASSISTANT - 06405

Join our dynamic Client Services team at InfoSum, where we blend expertise in customer success, support, and solutions engineering to drive exceptional value for our clients. As a Customer Success Manager (CSM), you will play a pivotal role in empowering our clients to maximize their utilization of the InfoSum platform. Your efforts will ensure not only the effective use of our services but also facilitate regular feedback on client use cases to enhance our offerings.About the Customer Success Team:Our Customer Success team is dedicated to understanding and championing our clients’ needs. We focus on consulting clients regarding their 1PD strategies, platform usage, and fostering partnerships. By relaying essential client requirements and collaborating across departments, we aim to drive renewals, tackle platform challenges, facilitate upselling, and address legal queries, ensuring our clients receive the highest level of service.Role Overview:The CSM will be responsible for managing and expanding a diverse portfolio of both standard and strategic accounts. You will collaborate closely with client engineering, product operations, and commercial teams to implement various use cases. Your day-to-day interactions with clients will ensure they derive maximum value from the InfoSum platform, thus keeping them actively engaged. Your role will also involve upselling, renewing contracts, and beginning to demonstrate thought leadership within the organization.Key Responsibilities:Facilitate daily interactions with designated partners.Serve as the primary advocate for clients, navigating internal processes at InfoSum and with clients to deliver optimal outcomes.Provide analytical insights and actionable recommendations to clients.Monitor performance metrics to ensure InfoSum is achieving the best possible outcomes for clients and their partners.Develop and implement go-to-market strategies for premium accounts with multiple use cases.Organize and execute quarterly business reviews and regular meetings.Maintain a systematic and organized account management process to oversee deadlines and seamlessly introduce new revenue initiatives.Undertake additional responsibilities as required by the business.

Role Overview cinder is looking for a Customer Success Manager in New York to strengthen client relationships and support customer satisfaction. This role centers on helping customers reach their goals with cinder’s products and ensuring they see real value from our services. What You Will Do Build and maintain strong connections with clients to understand their needs and objectives Guide customers through onboarding, making sure their experience is smooth and effective Collect and share customer feedback with internal teams to improve our offerings Encourage adoption of best practices to help customers succeed Promote customer loyalty by supporting ongoing engagement and satisfaction Location This position is based in New York.