Customer Success Manager in Financial Services

Join Databricks as a Business Value Consultant, where you will leverage your expertise in financial services to drive significant business impact for our clients. In this role, you will engage with stakeholders to identify opportunities for value creation and guide them through the implementation of our cutting-edge solutions. Your analytical skills will be crucial in uncovering insights and presenting compelling narratives that demonstrate our product's value.

About AlphaSense: AlphaSense empowers leading enterprises to eliminate uncertainty in decision-making. With cutting-edge market intelligence and AI-driven search capabilities, we provide trusted insights from a vast array of public and private content, including equity research, company filings, event transcripts, expert calls, news articles, trade journals, and proprietary research from our clients.In 2024, AlphaSense's acquisition of Tegus enhances our collaborative mission to enable professionals to make informed decisions through advanced market intelligence. This strategic partnership will accelerate our growth, foster innovation, and expand our content offerings, allowing our users to access even deeper insights from thousands of datasets. With over 6,000 enterprise clients, including a majority of the S&P 500, AlphaSense is headquartered in New York City and has a global workforce of more than 2,000 employees across multiple countries, including the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Join us in shaping the future!About The TeamThe Customer Success organization consists of three core teams: Pre-Sales, Customer Success, and Support. As a Pre-Sales Consultant, you will be a vital partner to our Account Executives, engaging closely with potential clients throughout the new business sales cycle to showcase the value of our platform and drive revenue growth. You will be a problem-solver, storyteller, and product expert who thrives on helping clients make informed and timely decisions.As a Pre-Sales Consultant, you will leverage your extensive product knowledge, commercial insight, industry expertise, and client understanding to lead impactful evaluations. This role specializes in the Financial Services sector, where you will interact with decision-makers and users to uncover unique use cases, conduct tailored demonstrations, and guide prospects towards successful outcomes. Your close interaction with clients places you in an excellent position to collaborate with our Product Management and Content teams, influencing future product developments and playing a crucial role in product Betas and the customer feedback loop.About The Role & What You’ll Do:In this Pre-Sales Consultant role focused on Financial Services, you will integrate the capabilities of our technology with the specific needs and workflows of our clients. Your efforts will not only provide value but will also enhance their operational efficiency and drive successful business outcomes.

Siepe, a rapidly expanding technology firm headquartered in Dallas, TX, specializes in transforming complex challenges into clear solutions for investment managers. Our innovative software and data solutions empower hedge funds and financial services firms with the visibility, speed, and confidence necessary for making informed decisions more efficiently. Our platform serves as a unified source of truth, providing clients with real-time, actionable insights. We don't just serve the financial industry; we actively work to modernize it! Siepe is a profitable, privately held company experiencing rapid growth. We offer more than just competitive salaries and excellent benefits; we provide an opportunity to engage in meaningful work alongside talented and motivated colleagues in a culture that promotes curiosity, initiative, and perseverance. Regardless of your background—whether in finance, technology, or a different field—you will find significant challenges to tackle, real ownership of your projects, and the chance to advance your career with purpose.We are currently seeking a Business Development Lead for our Managed Services Provider (MSP) segment. In this role, you will collaborate closely with the Managing Director of the MSP to drive growth and sustain revenue within our IT Management Services division.

Join Nagarro as a Principal Consultant in the role of Senior Business Analyst, where you will leverage your analytical prowess to drive strategic initiatives and deliver impactful solutions for our clients. You will be responsible for understanding business requirements, analyzing data, and providing actionable insights that will enhance operational efficiency and contribute to business growth.

Veeva Systems Inc. is a pioneering organization with a mission to revolutionize the life sciences industry through innovative cloud solutions, enabling companies to expedite the delivery of therapies to patients. As one of the fastest-growing SaaS companies in history, Veeva has achieved remarkable milestones, including surpassing $2 billion in revenue last fiscal year and a promising future of growth.At Veeva, our core values—Do the Right Thing, Customer Success, Employee Success, and Speed—are at the forefront of everything we do. In 2021, we made history by becoming a public benefit corporation (PBC), ensuring we balance the interests of our customers, employees, society, and investors.Embracing a flexible work culture, Veeva is proud to be a Work Anywhere company, allowing you to choose whether to work from home or in the office, fostering an environment where you can thrive.Join us in transforming the life sciences industry while making a positive impact on our customers, employees, and communities.The RoleAs a Consultant within Veeva Analytics, you will play a crucial role in identifying business challenges, utilizing industry data, and providing analytical insights to drive successful business outcomes. Your focus will include optimizing business processes such as HCP segmentation and targeting, commercial analytics, forecasting, field execution, and overall commercial performance, ultimately fostering critical customer relationships in our clients' commercial sectors.Your primary responsibility will be supporting client engagement teams, collaborating with a diverse range of clients to deliver data and analytics-driven consulting services. A strong understanding of life sciences, sales, and commercial operations processes, along with the ability to interpret industry data to provide actionable insights, is essential. You will leverage your consulting experience to lead projects effectively, acting as the day-to-day engagement resource alongside the engagement leadership team.

Director of Value-Based Care at Duet HealthAt Duet Health, we are dedicated to revolutionizing primary care by empowering nurse practitioners (NPs) to lead their own practices. Our mission is to equip NPs with tailored products and services in a nurturing environment, establishing the nation's most extensive network of NP-owned practices while enhancing patient and community outcomes.Role OverviewAs the Director of Value-Based Care, you will spearhead Duet's Medicare ACO programs and oversee the performance of value-based contracts within our expanding national network of NP-led practices. This pivotal role combines population health strategy, payer performance, clinical transformation, and data-driven execution.This hands-on leadership position is ideal for those who thrive in a dynamic startup atmosphere. You will mentor and manage a dedicated team of analysts and practice transformation specialists, while also engaging in individual contributor tasks as our team grows. Collaborating closely with practices, payers, product, and data teams, you will design, implement, and scale population health programs nationwide.This is a remarkable opportunity to help shape the future of Duet’s value-based care initiatives, refine our Medicare ACO operations, and significantly impact the health outcomes of patients and clinicians alike.

At Veeva Systems, we are pioneering the industry cloud for Life Sciences, empowering companies to operate more efficiently and cohesively. Discover our innovative products, vision, and commitment to being a public benefit corporation on our website.Our approach to consulting is transformative. Unlike traditional firms, Veeva Business Consulting, established in 2019, has rapidly expanded to a global team of over 400 professionals. We are dedicated to enhancing the life sciences sector through the synergy of software, data, and consulting.With significant growth on the horizon for our Business Consulting unit as we approach 2030, we seek exceptional talent to join us in this journey.The RoleWe are inviting recent graduates to become the next wave of consultants through our Business Consultant Development Program. Our program is designed to challenge high-potential individuals and promote rapid learning and meaningful contributions, ensuring you have the tools needed to advance as a Business Consultant and future leader.In the early stages of the program, you will work alongside seasoned team members on customer-focused projects, developing impactful business solutions. Our Analytics team formulates effective business strategies for Life Sciences clients by utilizing Veeva’s extensive and unique industry data, Data Cloud, and other relevant datasets. We guide our clients to enhance their targeting, segmentation, field team activation, and insights into patient and healthcare professional behaviors. The anticipated start date for this position is July 2026.

At Veeva Systems, we are pioneering the industry cloud for Life Sciences, empowering organizations to operate more efficiently and cohesively. Discover our innovative products, mission, and values by visiting our website. Consulting is evolving, and we stand apart from traditional firms. Our Veeva Business Consulting division, established in 2019, has rapidly expanded into a global entity of over 400 professionals dedicated to enhancing efficiency and effectiveness in the life sciences sector through integrated software, data, and consulting solutions. As we anticipate significant growth in our Business Consulting sector by 2030, we are on the lookout for exceptional individuals to join our team.The RoleWe are seeking recent graduates to join our Business Consultant Development Program. This program is designed to cultivate the next generation of consultants, providing a dynamic environment that encourages rapid learning and early impact. In the initial stages, you will work alongside seasoned professionals on client projects, developing high-impact solutions that drive business success. Our Business Consulting team focuses on creating effective business and operational improvement strategies, leveraging Veeva's unparalleled industry insights and leading-edge technology to accelerate drug development, enhance treatment launches, and optimize customer engagement. The anticipated start date for this position is July 2026.

Title: Financial Journalist - ReporterSalary: $80,000 - $85,000Location: New York CityJoin the prestigious journalism team at With Intelligence as a detail-oriented Financial Journalist. This pivotal role centers on delivering exceptional coverage of institutional investors globally, producing reports that offer our subscribers exclusive insights they can trust.As a Financial Journalist, you will be immersed in the world of financial journalism, collaborating with industry leaders to uncover market trends, performance metrics, and investment strategies. Your storytelling will not only capture the current landscape but also foresee future developments within the investment community.You will excel in a fast-paced environment, actively engaging with financial professionals and cultivating a network of contacts to enhance your reporting capabilities. Regular interviews with key figures, including Chief Investment Officers (CIOs) and investment strategists, will be fundamental to your success.Key Responsibilities:Generate at least four news articles weekly, encompassing both breaking news and in-depth feature stories.Craft analytical pieces that explore the ramifications of investment behaviors and market dynamics.Conduct interviews with industry experts to acquire exclusive insights.Establish and nurture a strong network of industry contacts.Cover industry events and conferences, serving as a representative of With Intelligence.Seize this opportunity to contribute to a respected news team within a growing organization committed to integrity and accuracy in financial reporting.

Join our dynamic team at Vensure Employer Solutions, a leading player in the HR technology and services sector. We are committed to providing a vibrant office environment, and are eager to find a talented Business Consultant ready to make an impact.About Us Vensure Employer Solutions stands as the largest privately held organization in the HR technology and service industry. With a diverse range of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO), we support over 95,000 businesses and manage more than $135 billion in annual payroll. As your 'One Employer Solution', our headquarters in Chandler, Arizona, allows us to assist thousands of businesses in streamlining their operations with tailored strategies that benefit both employers and employees. To learn more about us, visit www.vensure.com.Position Summary As a Business Consultant, you will drive the prospecting and sales of Solvo products and services to various organizations. You will be responsible for articulating the advantages of staffing solutions and BPO, ensuring client expectations align with our deliverables. This role involves managing sales forecasting, resource allocation, and strategic planning to enhance sales volume and profitability.Essential Duties and Responsibilities - Proactively identify and develop new business opportunities within your territory. - Achieve or surpass monthly and quarterly sales targets consistently. - Expand your knowledge of industry trends, new offerings, and broker practices. - Monitor competitor strategies and assess potential threats. - Guarantee the efficiency and accuracy of services provided to clients. - Oversee the preparation and execution of renewal proposals for existing clients. - Create impactful executive summaries for client presentations. - Formulate lead generation strategies and utilize CRM (Salesforce) for activity tracking. - Submit new business paperwork, expense reports, and weekly activity reports punctually. - Participate in monthly consulting meetings, offering training and mentorship to colleagues. - Travel domestically and occasionally internationally for team meetings, customer events, industry conferences, and training sessions, which may involve air travel and ground transportation. - Foster and enhance relationships with team members and peers across various disciplines to ensure effective communication and service delivery to clients. - Stay updated on best practices through webinars and training sessions.

Join Veeva Systems, a leader in Life Sciences cloud technology, dedicated to enhancing efficiency and connectivity within the industry. Explore our innovative products, mission, and values on our website. We're redefining consulting in the Life Sciences sector. Established in 2019, Veeva Business Consulting has expanded rapidly, currently boasting a global workforce of over 400 professionals committed to delivering impactful solutions through seamless integration of software, data, and consulting services. As we anticipate significant growth in Business Consulting by 2030, we are eager to welcome talented individuals to join our mission.The RoleWe invite recent university graduates to participate in our Business Consultant Development Program, aimed at cultivating the next generation of consultants. Our program is tailored to challenge and empower high-potential individuals, ensuring rapid learning and the opportunity to provide value early on. You will gain access to essential resources that will foster your development as a Business Consultant and future leader.In the initial phases of the program, you'll collaborate with seasoned professionals on client-facing projects, contributing to the creation of transformative business solutions. Our Business Consulting team specializes in crafting strategies for operational enhancement, leveraging Veeva's unique industry insights and cutting-edge technology. Our focus lies in accelerating drug development, optimizing treatment launches, and enhancing customer engagement. The anticipated start date for this position is July 2026.

AECOM is looking for a motivated Consulting Services Intern to join our team in New York City, New York. This internship is anticipated to commence in May 2026.At AECOM, we provide aspiring professionals in undergraduate and graduate programs with the chance to acquire essential hands-on experience in engineering, design, and infrastructure initiatives that create a tangible impact in the world. Our interns engage with advanced technologies, learn industry-leading practices, and collaborate with seasoned experts within a globally recognized firm. This program emphasizes the development of both technical and professional skills while offering networking opportunities to enhance future career prospects. Interns contribute to significant projects that shape communities and the built environment, aligned with AECOM’s commitment to innovation and sustainability.The AECOM Advisory Consulting Internship presents an exciting opportunity for students and recent graduates to gain practical experience in a dynamic consulting and advisory environment. This highly sought-after program is designed for those pursuing careers in economic analysis, economic development, real estate, urban planning, public policy, and data science.Interns will collaborate with peers, junior team members, and senior management to tackle challenges and explore opportunities concerning equitable economic development, real estate development, climate advisory services, and economic diversification among various other core practice areas. Projects may encompass market analysis, funding strategies, adaptive reuse studies, financial feasibility modeling, economic impact assessments, and policy evaluations aimed at addressing economic and demographic disparities.Key Responsibilities:Engage in entry-level assignments aimed at developing professional knowledge and abilities, utilizing standard techniques and procedures.Follow guidance from senior staff to accomplish assigned tasks.Adhere to schedules while delivering high-quality work.Exercise limited judgment on work details and methodological adaptations.Collaborate with fellow interns and juniors on data collection, research, and information synthesis to explore opportunities.

At Neara, we are revolutionizing the energy sector by harnessing the power of advanced machine learning to create engineering-grade, physics-enabled digital twins of electricity grids across four continents. Our innovative technology empowers asset owners to tackle their most significant challenges and implement effective solutions across millions of kilometers of infrastructure.Imagine being able to stress-test an entire power grid against extreme weather conditions before they even occur. By simulating hurricanes and structural stress at a network-wide scale, we enable the world's largest utilities to identify risks, optimize investments, and contribute to a more resilient global energy future.Our team comprises brilliant minds passionate about making a tangible impact in the real world. We leverage AI and machine learning to enhance everything from data classification to complex scenario analysis, fostering a culture of innovation and collaboration.We are thrilled to announce the opportunity for a Customer Value Architect to join our team. In this role, you will engage directly with our highest-value customers to drive adoption, define and validate value, and facilitate broader use of the Neara platform. We seek candidates with a strong technical curiosity, a passion for customer engagement, and the ability to translate Neara solutions into measurable ROI for our clients.This position requires a commitment to mastering the industries we serve, the solutions we offer, and the value they create for our customers.

Join Our TeamAt OpenAI, we are on a mission to develop safe artificial general intelligence (AGI) that benefits all of humanity. This ambitious journey brings together some of the brightest minds in science, engineering, and business in a collaborative environment.The Go To Market (GTM) team plays a pivotal role in this mission, guiding our customers on how to effectively utilize and implement our advanced AI products within their organizations. Comprising experts in Sales, Solutions, Support, Marketing, and Partnerships, this team crafts innovative solutions to ensure that AI reaches a broad audience.About the PositionAs the Account Director specializing in Financial Services, you will cultivate and maintain executive-level relationships with leading financial institutions. Your expertise will empower these organizations to deploy OpenAI's technology in ways that enhance financial data analysis, automate backend processes, drive AI-enhanced research, and enrich customer interactions.This role requires a unique blend of technical proficiency, business insight, and relationship management skills. You will work closely with researchers, engineers, and financial solution strategists to devise secure and compliant AI solutions that deliver significant business value.Our New York City office operates on a hybrid model, requiring three days in-office each week, and we offer relocation assistance for new hires.Key Responsibilities:Manage a dedicated portfolio of Financial Services accounts, crafting long-term strategic account plans.Oversee intricate sales cycles involving multiple stakeholders across banks, hedge funds, and asset management firms.Collaborate with solutions and research engineering teams to design pilot projects that demonstrate quantifiable business impact.Work alongside compliance, privacy, and security teams to ensure responsible AI deployment in regulated environments.Achieve revenue and consumption targets while managing forecasts and pipeline reporting.Stay informed on industry and regulatory trends to shape customer and product strategies.Represent OpenAI at industry conferences and thought leadership events (e.g., Money2020).Collaborate cross-functionally with marketing, partnerships, and communications to enhance the Financial Services go-to-market strategy.

About Our TeamThe AI Success team is dedicated to transforming cutting-edge AI technology into tangible business value for our customers. We facilitate the widespread adoption of OpenAI solutions and guide organizations from initial engagement to impactful, measurable outcomes across their operations. Collaborating closely with Sales, Product Development, Solutions Architecture, and Security, we ensure the safe and responsible implementation of AI technologies. Our efforts not only influence how customers derive and evaluate results from OpenAI products but also establish a reliable framework for successful enterprise deployments and growth.About the PositionWe are seeking a skilled Value Engineer to effectively communicate and quantify the business benefits of OpenAI's technology for clients in Enterprise, Education, and Government sectors. In this role, you will assist customers and internal teams in translating AI adoption into measurable financial and operational advantages.As an integral member of the Value Engineering team, you will define how OpenAI assesses and articulates the real-world implications of AI for its clients. Partnering with Sales, AI Success Engineers, AI Deployment Engineers, and Product teams, you will identify high-potential AI applications and develop financial and operational business cases. Your contributions will significantly influence executive decisions, investment strategies, contract renewals, and long-term growth plans.You will play a vital role in shaping the value engineering function from its inception, creating repeatable frameworks, ROI models, value narratives, dashboards, and materials that enable internal teams and customers to comprehend and evaluate the impact of AI adoption.Success in this role will be gauged by customers' and internal teams' ability to quantify AI's value, the effectiveness of business cases in facilitating adoption and growth, and the scalability of value frameworks throughout the go-to-market organization.This position is available in San Francisco or New York City, and we provide relocation assistance for new hires.Your Responsibilities IncludeConduct business value assessments for major deals, working closely with clients to identify essential business drivers and quantify the benefits of OpenAI’s offerings for investment decisions.Develop and maintain standardized ROI, TCO, and value modeling tools for both internal and customer applications.Lead structured value discovery initiatives to pinpoint high-impact use cases and establish measurable...

Join Databricks as an Enterprise Account Executive specializing in Financial Services. In this pivotal role, you will leverage your expertise to drive strategic sales initiatives and foster strong relationships within the financial sector. Your ability to communicate the value of our cloud-based data platform will empower organizations to unlock the potential of their data.As a part of our dynamic team, you will collaborate with cross-functional teams to tailor solutions that meet the unique needs of our clients. Your contributions will be vital in achieving sales targets and driving business growth.

Join Databricks as a Resident Solutions Architect specializing in Financial Services. In this pivotal role, you will collaborate with clients to architect cutting-edge solutions that leverage the power of data analytics and machine learning. Your expertise in financial services will help drive impactful transformations for our clients, ensuring they harness the full potential of our unified data platform.

About BettermentBetterment is a pioneering financial services firm that leverages technology to provide top-notch investing and retirement solutions for individual investors and financial advisors. We are committed to enhancing financial wellness by offering services like 401(k) plans tailored for small and medium-sized enterprises. Our dedicated team is driven by our mission to empower individuals to confidently build their wealth. Our headquarters is located in the vibrant heart of NYC, and we offer hybrid positions requiring four days a week in-office attendance.About the RoleAs part of Betterment at Work, our award-winning 401(k) service, we are looking for driven and enthusiastic individuals to join our Business Development Representative (BDR) team focused on either our 401(k) or Custody sectors. In this vital role, you will spearhead top-of-funnel growth through proactive outbound prospecting in a dynamic and energetic environment. If you are a tech-savvy salesperson who thrives on making connections—whether it’s aiding businesses in enhancing their 401(k) offerings or introducing financial advisors to innovative asset management tools—this position is for you.This role is based in our NYC office. Salary offers may vary based on factors including location, experience, and performance. The mentioned range is just one aspect of Betterment's comprehensive compensation package for employees.

About ClickHouseFeatured in the prestigious 2025 Forbes Cloud 100 list, ClickHouse stands as a beacon of innovation and growth in the private cloud sector. With a remarkable portfolio of over 3,000 clients, our annual recurring revenue (ARR) has surged by more than 250% year-on-year. We excel in real-time analytics, data warehousing, observability, and AI workloads.Our recent momentum was further validated by a significant $400 million Series D funding round. In the last three months, notable clients such as Capital One, Lovable, Decagon, Polymarket, and Airwallex have either adopted our platform or expanded their existing usage. They join a roster of AI pioneers and global brands, including Meta, Cursor, Sony, and Tesla.We are on a transformative journey to redefine data utilization across industries. Join us!As the Strategic Account Executive for Financial Services, you will manage a specific portfolio of key financial service accounts, encompassing banks, asset managers, exchanges, insurance providers, and fintech platforms. Your role will encompass the entire sales process—from identifying new opportunities and establishing executive relationships to negotiating and securing intricate, multi-stakeholder agreements.This high-impact role is ideal for a professional who thrives in a technical sales environment and is eager to contribute to the foundational elements of ClickHouse’s strategic sales initiatives in one of the industry's most challenging sectors.Key ResponsibilitiesManage a designated account list of strategic financial services institutions and cultivate deep, multi-layered relationships with technical, business, and executive stakeholders.Drive new ARR and expansion revenue through a consultative, value-driven sales approach.Lead intricate enterprise sales cycles, including procurement, legal, security assessments, and multi-product negotiations.Collaborate closely with Solutions Architects and Customer Success teams to ensure technical alignment and long-term success for customers.Comprehend and effectively communicate ClickHouse’s technical advantages—such as performance benchmarks, architecture, and deployment models—earning credibility with data engineers, architects, and CTOs.Develop and implement strategic account plans, identifying growth opportunities and mapping the political landscape within each account.Advocate for customer needs internally, influencing product roadmap decisions and go-to-market strategies for the financial services sector.Travel to client sites, conferences, and team events as required (approximately 25-40%).