Client Solutions Manager

About UsAt Office Hours, we are revolutionizing the way organizations connect with industry experts. Our on-demand expert network empowers professionals to earn by sharing their invaluable knowledge through advisory roles, project engagements, and AI model training. We simplify the process, handling all aspects like screening, compliance, scheduling, and payments, so our experts can focus on delivering impactful insights.As a rapidly growing and profitable company, we’re expanding our expert network, introducing new offices and products. With headquarters in San Francisco and additional locations in Brooklyn and Bangalore, we proudly serve a diverse clientele including leading digital health firms, tech innovators, institutional investment groups, consulting agencies, and AI laboratories. Our growth is supported by top marketplace investors and operators from well-known companies including DoorDash, Airbnb, and Affirm.Our PhilosophyWe believe that human knowledge is the most valuable asset in the world. Despite our interconnectedness, much of this knowledge remains untapped and inaccessible. Our vision is to democratize knowledge sharing, making it easily accessible and scalable through innovative tools designed for the modern knowledge economy.Role OverviewAs a Client Solutions Manager, you will take charge of a diverse portfolio of enterprise clients, driving their growth and success. You will develop and implement tailored account acquisition and expansion strategies while mentoring a high-performing team. Your clientele will include some of the top investment firms in the region.This dynamic, client-focused role emphasizes portfolio growth and team leadership. You will dedicate your time to strategizing growth initiatives, executing impactful projects, and nurturing top talent. As a key contact for our clients, you will collaborate closely with our product and engineering teams to translate client insights into actionable product enhancements.We seek candidates with a proven track record in managing client-facing teams within enterprise business development or customer success. If you thrive on challenges and are passionate about growing client portfolios and developing exceptional teams, we want you to join us.

About UsAddepar is a leading global data and AI platform designed to empower investment professionals in transforming intricate financial data into actionable insights. Our platform consolidates portfolio, market, and client information into a comprehensive view, delivering AI-driven insights seamlessly integrated into investment and client workflows. Trusted by over 1,400 firms across nearly 60 countries, Addepar manages an impressive $9 trillion in assets. Our open platform collaborates with nearly 650 software, data, and consulting partners, enabling efficient investment operations for organizations of every size and complexity. With offices located in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo, we are dedicated to supporting our clients worldwide.The OpportunityThe Client Success Management (CSM) team at Addepar is responsible for the entire post-sales journey, ensuring that our clients derive maximum value from our platform. As a trusted advisor, you will develop a profound understanding of each client's business—encompassing their strategy, services, team dynamics, and technology—to assist them in achieving their objectives and fully utilizing Addepar's solutions.As a member of the CESM Enterprise Team, you will manage our largest and most complex clients, including global banks, private institutions, regional banks, wirehouses, and broker-dealers. Your role will involve providing strategic insights, nurturing strong partnerships, and spearheading engagement initiatives to drive client adoption, retention, renewals, and revenue growth, thus playing a crucial role in Addepar's expansion.In this position, you will leverage your sales acumen and technical expertise to conduct impactful client presentations and demonstrations, effectively communicating Addepar's value proposition while aligning our capabilities with client needs and business goals. Collaborating across various departments, you will identify opportunities to enhance engagement, accelerate adoption, and create and implement data-driven strategies to foster new annual recurring revenue for Addepar.Furthermore, you will facilitate change management, implement best practices, and optimize the use of our platform. Acting as an advocate for our clients, you will ensure an exceptional experience while gathering insights that will inform the development of the next generation of client-focused solutions at Addepar.

Who You Are You are a strategic security leader adept at aligning business risks, regulatory demands, and technological solutions to formulate comprehensive multi-domain security strategies. You thrive in executive-level discussions and excel in influencing critical decisions by simplifying complex security concepts into actionable insights. With a natural ability to connect various domains, you identify opportunities to integrate identity, cloud, endpoint, and data security into cohesive architectures. Your independent work ethic combined with close collaboration with sales and technical teams, along with a passion for mentoring, empowers you to elevate consultative security practices throughout the organization. About The Role The Senior Security Client Solution Architect (CSA) is pivotal in designing and executing multi-domain security strategies tailored for intricate client environments. This position transcends mere technical architecture, playing a crucial role in shaping deal strategies, guiding security investment decisions, and ensuring alignment with regulatory standards, risk appetites, and long-term business objectives. In this role, you will spearhead security discovery initiatives, craft integrated architectures spanning multiple security domains, and collaborate intimately with Account Executives and practice leaders to assess opportunities and position holistic security solutions. As a senior figure within the organization, you will act as a trusted advisor to clients, serve as an escalation point for complex designs, and mentor CSAs and engineers. This position is perfect for a security professional who is eager to take ownership of strategy, facilitate cross-domain dialogues, and assist both clients and internal teams in achieving a higher level of security maturity. Note: Candidates must be based in the United States, specifically in New York City or surrounding areas. Travel may be required up to 40% of the time. Other responsibilities include: Conducting executive-level security discovery focused on risk mitigation, regulatory compliance, and improving operational maturity. Managing security solution strategies utilizing the full spectrum of the security stack.

At January, we are dedicated to revolutionizing consumer finance by infusing humanity into every interaction. Our innovative, data-driven solutions empower financial institutions to enhance their collections processes, providing borrowers with clear, compassionate pathways to regain control over their financial futures. We are not just increasing access to credit; we are restoring dignity and affording millions the opportunity to achieve true financial independence.About the RoleAs the Senior Client Success Manager, you will play a pivotal role in transforming client relationships into a key competitive advantage for January. Your responsibility will extend beyond mere account retention; you will extract invaluable insights that will inform our product development and client service strategies. You will manage 5-7 strategic accounts that present significant potential along with operational challenges. Your goal is to establish scalable client management systems that maintain a personal touch, transition our approach from reactive to proactive, and create a framework that converts client feedback into actionable product decisions and market intelligence.Collaborating closely with Operations, Product, Compliance, and Sales teams, you will tackle complex issues swiftly, identify patterns that might go unnoticed, and uncover expansion opportunities before they are articulated by clients. You thrive on challenging conversations, master the art of precise communication—whether it's de-escalating issues or crafting replicable playbooks—and excel at prioritizing conflicting demands.What You'll DoServe as the primary relationship steward for strategic accounts, proactively anticipating client needs and fostering trust through transparency in both success and crisis.Detect patterns within your portfolio of accounts, functioning as an intelligence resource for Product and Account Management by translating frontline insights into product roadmap strategies and identifying growth opportunities.Lead monthly performance reviews that provide clients with new insights, advancing from mere reporting to diagnosing root causes and proposing data-driven solutions.Manage audit processes from start to finish with impeccable attention to deadlines, swiftly resolving complex issues with clarity.Transform individual client successes into standardized playbooks and collaborate with Client Operations to address systemic friction points.Document successful strategies and enhance team performance through knowledge sharing and scalable processes.What We're Looking ForA minimum of 4 years of experience in high-touch B2B client success, strategic account management, or consulting with enterprise clients: ...

WHO WE AREZeta Global (NYSE: ZETA) is at the forefront of AI-driven marketing solutions, utilizing cutting-edge artificial intelligence and extensive consumer insights to empower marketers in acquiring, nurturing, and retaining customers with unparalleled efficiency. Through the Zeta Marketing Platform (ZMP), we strive to simplify complex marketing processes by integrating identity, intelligence, and omnichannel activation into a cohesive platform, supported by one of the industry's most expansive proprietary databases. Our enterprise clients, spanning various sectors, are equipped to deliver personalized customer experiences across all channels, enhancing the effectiveness of their marketing strategies. Founded in 2007 by David A. Steinberg and John Sculley, Zeta Global is headquartered in New York City with a global presence. Discover more at www.zetaglobal.com.THE ROLEAs the Senior Client Success Manager – Programmatic, you will play a pivotal role in managing a portfolio of strategic programmatic accounts. This hands-on, client-facing position involves overseeing the entire lifecycle of programmatic campaigns, serving as the primary point of contact for clients, and acting as a key operational and strategic partner. Your responsibilities will include managing live campaigns, facilitating client communications, and driving performance improvements to foster retention and growth.To succeed in this role, you must possess strong programmatic expertise, sound judgment, and the capability to work independently while closely collaborating with Sales, Analytics, and Operations teams.This is a hybrid position based in New York City (3 days/week).

Tabs seeks a Customer Success Manager for Accounting Solutions based in New York City, NY. This role acts as the primary point of contact for clients using Tabs’ accounting software, working to ensure each customer gains real value from the platform. Key Responsibilities Guide clients step by step through onboarding and initial setup of Tabs’ accounting tools. Provide ongoing support, addressing questions and troubleshooting issues as they arise. Develop and maintain strong relationships to better understand each customer’s needs. Assist clients in making the most of the software as their businesses evolve and grow.

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 OguryOgury is a leading global adtech company that provides innovative Personified Advertising solutions centered around privacy for brands, agencies, and publishers, focusing on targeting personas rather than individuals.Our ability to deliver relevant audiences at scale and quality publisher inventory is made possible by our exclusive data, meticulously gathered from millions of self-declared customer surveys, enhanced with billions of impactful data points, and refined through AI. This enables us to provide audience insights and performance metrics unavailable through any other adtech platforms.Founded in 2014, Ogury is an international organization comprising a diverse team of over 500 individuals across 19 countries.At Ogury, our collective vision fosters unity. We believe that it takes individuals from various backgrounds to come together and realize this vision. We celebrate diversity, cultivating a distinctive and winning culture where everyone feels safe, has access to equal opportunities, and is encouraged to bring their authentic selves to work every day.Together, we are transforming the adtech landscape with values that inspire excellence, standards that promote leadership, and an inclusive workplace where Ogurians feel engaged and valued.Working at OguryWe are committed to providing all our team members with an equitable voice throughout our company and community. We recognize that having engaged, respected Ogurians who feel proud to belong is essential to creating a safe work environment...

Join our dynamic team as a Client Service Manager, where you will play a pivotal role in overseeing daily operations, ensuring adherence to internal protocols, and enhancing team productivity in a thriving wealth management environment. This position entails meticulous transaction management, workflow oversight, and the promotion of a collaborative and accountable team ethos.Key Responsibilities:Facilitate the input and review of financial transactions using Wealthscape and Charles Schwab tools.Oversee daily operational tasks, including the preparation and validation of account opening documentation and ongoing account management.Demonstrate proficiency in establishing Taxable, Retirement, Trust, and Business accounts within Fidelity and Charles Schwab to assist in transaction evaluations.Act as a key liaison between Wealth Teams and custodians, proactively engaging with custodians to resolve issues and ensure precise processing of requests.Delegate responsibilities and support team members to ensure efficient workflow execution.Cultivate a culture of accountability, teamwork, and continuous enhancement within the department.Manage quarterly initiatives, maintain team performance tracking spreadsheets, and supervise the completion of daily tasks by team members.Qualifications:Education: Bachelor’s degree in Business Administration, Operations Management, or a related discipline.Experience: 5-7 years in financial business operations, preferably in a high-growth, fast-paced environment.Skills:Proficiency in Salesforce.Experience with Fidelity (Wealthscape) and Charles Schwab platforms.Strong analytical and problem-solving skills.Excellent project management abilities, with a track record of leading cross-functional teams.Exceptional communication and interpersonal skills to collaborate effectively across all organizational levels.Advanced proficiency in Excel.

WHO WE ARE Zeta Global (NYSE: ZETA) is an innovative AI-Powered Marketing Cloud that harnesses advanced artificial intelligence (AI) and vast consumer insights to empower marketers in acquiring, retaining, and expanding customer relationships efficiently. Our Zeta Marketing Platform (ZMP) aims to simplify sophisticated marketing through the unification of identity, intelligence, and omnichannel activation, leveraging one of the industry’s largest proprietary databases and AI capabilities. We enable our enterprise clients across various industries to personalize consumer experiences at an individual level, enhancing the effectiveness of their marketing initiatives. Founded in 2007 by David A. Steinberg and John Sculley, Zeta Global is headquartered in New York City, with offices around the globe. To learn more, visit www.zetaglobal.com. THE ROLE The Senior Client Success Manager – Programmatic is a dynamic, client-facing position responsible for overseeing the comprehensive success of a portfolio of strategic programmatic accounts. In this role, you will act as the primary client liaison, operational expert, and strategic ally, managing live campaigns, directing client communications, and driving performance, retention, and growth. This position demands robust programmatic expertise, sound judgment, and the capability to work autonomously while fostering close collaboration with Sales, Analytics, and Operations teams. This is a hybrid position based in New York City (3 days/week). RESPONSIBILITIES Oversee and manage 10+ active programmatic campaigns end-to-end across multiple accounts. Lead all client communications, including status calls, quarterly business reviews (QBRs), and escalations, providing clear insights and recommendations linked to business outcomes. Act as the technical owner of campaign execution, collaborating closely with Operations to ensure proper setup, effective optimization, and alignment with strategic goals (targeting, pacing, QA, troubleshooting). Leverage a deep understanding of DSP functionality and optimization levers to guide setup decisions, troubleshoot issues, and drive performance enhancements. Generate client-ready reporting and performance insights in conjunction with Analytics. Proactively identify and facilitate upsell, cross-sell, and renewal opportunities in partnership with Sales. Collaborate cross-functionally to address issues, drive improvements, and enhance client satisfaction.

ABOUT US Zeta Global (NYSE: ZETA) is a cutting-edge AI-Driven Marketing Cloud that harnesses the power of advanced artificial intelligence (AI) and massive consumer data to streamline the marketing process, enabling marketers to efficiently acquire, nurture, and retain customers. Our Zeta Marketing Platform (ZMP) is designed to simplify complex marketing tasks by integrating identity, intelligence, and omnichannel activation into a unified solution, bolstered by one of the industry's largest proprietary databases and AI capabilities. Our diverse enterprise clients are empowered to create highly personalized experiences, leading to enhanced marketing outcomes. Founded in 2007 by David A. Steinberg and John Sculley, our headquarters is located in New York City, with a global presence. Discover more at www.zetaglobal.com. POSITION OVERVIEW The Senior Client Success Manager - Programmatic is a pivotal, client-facing role responsible for ensuring the comprehensive success of a portfolio of strategic programmatic accounts. You will act as the primary point of contact for clients, demonstrating operational expertise and strategic insight while managing live campaigns, overseeing client communications, and driving performance, retention, and growth. Success in this role requires a strong background in programmatic advertising, sound judgment, and the ability to work independently while collaborating effectively with the Sales, Analytics, and Operations teams. This is a hybrid role based in New York City, requiring three days per week in the office. KEY RESPONSIBILITIES Oversee and manage more than 10 active programmatic campaigns from inception to completion across various accounts. Lead all client communications, including status updates, quarterly business reviews (QBRs), and escalations, delivering clear insights and recommendations aligned with business objectives. Act as the technical lead for campaign execution, closely collaborating with the Operations team to ensure campaigns are set up accurately, optimized effectively, and aligned with strategic goals (including targeting, pacing, quality assurance, and troubleshooting). Utilize an in-depth understanding of Demand-Side Platform (DSP) functionalities and optimization strategies to guide campaign setup, troubleshoot issues, and enhance performance. Provide client-ready reporting and performance analytics in partnership with the Analytics team. Identify and nurture opportunities for upselling, cross-selling, and contract renewals in conjunction with the Sales team. Collaborate across departments to resolve issues and bolster campaign performance.

Join Our Dynamic Team at ArchArch is a cutting-edge Series B financial technology company dedicated to streamlining the management of private investments. Our platform enhances accessibility, comprehension, and the overall investing experience across various asset classes.With private investments—such as venture capital, hedge funds, and private equity—constituting approximately 25% of the investment landscape, we recognize the challenges faced by investors, advisors, banks, families, and fund managers who often rely on cumbersome spreadsheets, scattered file systems, and overflowing email inboxes. This process is not only tedious but also prone to errors, inconsistent reporting, and lost data. That’s where Arch comes in.Our platform consolidates standardized data, documents, and insights, eliminating the need to navigate countless portals. We are committed to saving investors time while empowering them to make informed decisions that lead to superior financial outcomes.As a rapidly growing team of over 200 professionals serving more than 400 clients—including some of the nation’s largest banks and financial institutions—we have consistently doubled our company size each year since our inception. We are excited to expand our team across all departments as we continue to scale.Position Overview: Manager, Client ImplementationsWe are seeking a talented Manager to lead our Client Implementation team. In this role, you will be responsible for building a high-performing team and overseeing enterprise-level implementations. Your responsibilities will include managing high-visibility projects, developing talent through clear objectives and coaching, and ensuring cross-functional collaboration to achieve measurable client outcomes.Key Responsibilities:Lead and mentor a team of Client Implementation Specialists and Operations Associates, establishing clear goals and fostering a collaborative, results-driven culture.Oversee the implementation of Arch for large enterprise clients, ensuring that deployments are customized to meet client objectives in coordination with internal and external teams.Collaborate closely with Sales, Product, and Support teams to align client requirements with product capabilities and project deliverables, ensuring seamless execution and project success.Champion continuous improvement initiatives by identifying opportunities for automation, process optimization, and best practices that enhance efficiency and client satisfaction.Create and manage project plans that translate client needs and timelines into clear milestones, ensuring timely and high-quality delivery.

Mariner Wealth Advisors is seeking a Client Service Manager to lead daily operations for a wealth management team in New York City. This role centers on transaction processing, workflow oversight, and fostering a collaborative team culture. A detail-oriented and proactive approach is essential for both client service and internal processes. What you will do Process and verify money movement transactions using Wealthscape and Charles Schwab platforms. Oversee daily operations, including preparing and reviewing documents for account opening and maintenance. Use expertise in opening Taxable, Retirement, Trust, and Business accounts on Fidelity and Charles Schwab to evaluate requests efficiently. Act as the primary contact between Wealth Teams and custodians, engaging daily with custodians to resolve issues and ensure accurate processing. Delegate tasks and support team members to maintain smooth workflows. Promote accountability, collaboration, and continuous improvement within the team. Manage quarterly projects, update internal tracking spreadsheets, and oversee completion of daily team tasks. Requirements Bachelor’s degree in Business Administration, Operations Management, or a related field. 5-7 years of experience in financial business operations, preferably in a growth-focused environment. Key skills Familiarity with Salesforce. Hands-on experience with Fidelity (Wealthscape) and Charles Schwab platforms. Strong analytical and problem-solving skills. Project management experience, including managing cross-functional teams. Excellent communication and interpersonal skills for effective collaboration. Proficiency in Excel.

Join Us at Reality DefenderReality Defender is a leading cybersecurity firm dedicated to empowering enterprises and governments with cutting-edge solutions to detect deepfakes and AI-generated media. Our patented, multi-model approach makes us resilient against the latest generative technologies producing video, audio, images, and text. Our API-first platform for deepfake detection equips teams and developers with the tools needed to combat fraud, disinformation, and harmful media in real time.Supported by renowned investors such as DCVC, Illuminate Financial, Y Combinator, Booz Allen Hamilton, IBM, Accenture, Rackhouse, and Argon VC, we collaborate with top-tier enterprise clients, financial institutions, and government bodies to prevent the misuse of AI-generated content.Watch: Reality Defender Wins RSA Most Innovative StartupThe Role: Manager of Solutions Engineering (Presales)As the Manager of Solutions Engineering (Presales), you will spearhead a team of technical specialists, acting as the essential link between our sales organization and prospective clients. Your role will be pivotal in executing technical evaluations with precision, ensuring our deepfake detection platform is effectively positioned to resolve customer challenges, and cultivating your team into trusted technical advisors for enterprise and government stakeholders.This position demands extensive technical knowledge, strong leadership skills, and the capability to translate intricate AI and cybersecurity concepts into tangible business benefits. You will build and scale a high-performing team that drives technical wins, shortens sales cycles, and ensures customers fully grasp the capabilities of our multi-modal detection platform.Key Responsibilities:Develop a repeatable demo and POC/Trial program that empowers the GTM team with self-serve capabilities.Oversee intricate technical evaluations, proof-of-concepts (POCs), and pilot programs that illustrate the value of Reality Defender's detection capabilities.Collaborate closely with Account Executives to qualify opportunities, conduct technical discovery, and design solutions that address customer needs in fraud prevention, brand protection, and content integrity.Define the technical sales process and pre-sales methodology, ensuring it aligns with the overall go-to-market strategy.Deliver and facilitate engaging technical demonstrations and presentations to showcase our capabilities.

Join UpClear as a Client Delivery ManagerUpClear is a leading provider of innovative software solutions tailored for dynamic Consumer Goods brands. Our flagship software, BluePlanner, empowers businesses to streamline their planning and analysis processes related to volume, revenue, and trade promotions. We proudly support clients across various growth stages in regions including America, Europe, and Asia.Our remarkable growth trajectory has earned us a spot on the Inc 5000 list of the fastest-growing private companies for nine consecutive years. With our global headquarters based in New York City and additional offices in London, Paris, and Singapore, we are on an exciting journey of expansion.This position requires in-person collaboration four days a week at our West 22nd Street office in New York City. Commuting to the office is essential.Why Choose UpClear?Enhance your SaaS consulting and implementation skills, particularly in the CPG/Retail sector.Seize opportunities for professional growth in technical areas as well as strategy, marketing, and sales.Be part of a startup-like environment with a global footprint.About the RoleAs the Client Delivery Manager, you will be an integral member of UpClear's global Delivery team. Your primary focus will be to work closely with new clients, primarily in the US, to implement our SaaS solutions and provide project management support to our existing client base. This role involves creating and overseeing project plans, conducting discovery workshops to identify client requirements, managing project communications, and coordinating with our technical Solutions team. Occasional travel (less than 10%) to client locations for discovery, design, and training sessions will be necessary, while the majority of your work will take place in the office.As you grow with the company, you will have the chance to advance your expertise in BluePlanner and enhance your project management skills.Key ResponsibilitiesOversee the complete delivery of Trade Promotion Management software implementations, from scoping and design to deployment and post-launch support, including managing integrations with third-party systems.Act as the main point of contact between CPG business stakeholders and technical delivery teams, translating business needs into actionable strategies.Manage multiple concurrent projects, including large-scale enterprise implementations with diverse stakeholder groups and complex system integrations.Identify upselling opportunities to enhance client value and drive growth for UpClear.Develop extensive functional expertise across BluePlanner modules and features.Foster strong client relationships by understanding their business needs and motivations.

Join Our Team as a Client Experience StrategistAt Arch, a cutting-edge Series B financial technology firm based in New York City, we are revolutionizing the management of private investments. Our innovative platform enhances accessibility and understanding, transforming the investing experience across diverse asset classes.Private investments—encompassing venture capital, hedge funds, and private equity—constitute approximately 25% of the investment landscape. Traditionally, managing these investments is burdensome, relying on cumbersome spreadsheets and disorganized files that lead to inefficiencies and errors. Arch addresses these challenges by consolidating data, documents, and insights into a singular platform. Our mission is to save our clients time and empower them to make informed investment decisions, ultimately yielding superior financial results.As a rapidly expanding team of over 200 professionals, we proudly serve more than 400 clients, including some of America's largest banks and financial institutions. Our growth trajectory has seen us more than double in size annually since our inception, and we are eager to bring on new talent across all departments as we continue to scale.Your RoleWe are on the lookout for a Client Experience Strategist to cultivate and enhance our client relationships. This pivotal role involves post-onboarding account management, ensuring that clients receive the highest standard of service and support. As one of our early team members, you will play a crucial part in shaping and expanding our Client Experience team as we extend our reach to new users.

About RebarRebar is revolutionizing the operating system for commercial HVAC, electrical, and plumbing suppliers and subcontractors. In just one year, our V1 quoting product has achieved remarkable success, facilitating thousands of quotes weekly, doubling revenue shortly into 2026, and securing adoption from many top suppliers across North America. With a recent $14M Series A funding led by prominent investors in construction technology, we are poised for significant growth and are seeking a Client Success Manager to drive our client success initiatives.In this role, you will collaborate closely with the Client Success, Product, and Sales teams to enhance client experiences and establish systems that define Rebar’s service. Our mission is to transform the $250B HVAC industry using AI-driven software, an area that remains largely untapped by modern solutions. This is an exceptional opportunity to be part of our early-stage growth.The Role: Client Success Manager (Post-Implementation & Growth)This role transcends the traditional definition of a CSM.Our Implementation team handles onboarding, and we are in search of an industry-savvy professional to take the reins of the client relationship after the initial handoff—focusing on driving adoption, resolving daily challenges, and ensuring clients extract real value from Rebar within their workflows.You will act as a hybrid of operator, problem-solver, and essential feedback conduit for our product. By working closely with clients and coordinating with the CS team, Sales, Product, and Engineering, you will ensure our software is optimized for real-world application and continually evolves.This position is characterized by high intensity, significant ownership, and substantial potential. If you prefer a structured, low-pressure CSM role, this position may not be suitable for you.What You’ll DoOversee client relationships post-implementation, ensuring ongoing success from initial handoff to long-term engagement.Serve as the primary liaison for clients while managing a book of business.Promote product adoption, ensuring clients maximize their use of Rebar in their operations.Address real-time issues and maintain clients' workflow continuity.Forge strong relationships with stakeholders across client organizations, from operational staff to leadership levels.Identify opportunities for account growth, increased usage, and renewals.Manage risks proactively through outreach and effective escalation strategies.Collaborate closely with Product and Engineering teams to relay client feedback and enhance the platform.Maintain CRM, client communications, and ticketing systems to track client interactions.

Job Summary Join Emigrant Bank's Personal Risk Management Solutions team as a Private Client Relationship Manager specializing in Property & Casualty insurance operations. Our boutique agency is dedicated to providing personalized insurance solutions tailored to individual client needs. Key Responsibilities: Evaluate and determine the optimal placement of new client accounts by analyzing existing coverage and leveraging product knowledge. Conduct flood determinations, clue reports, and motor vehicle reports to assess exposure levels, collaborating with sales executives and service teams to effectively market accounts. Serve as a trusted advisor to clients, offering personalized recommendations and overseeing the renewal process while responding to direct communications. Prepare comprehensive insurance proposals by reviewing client data, existing policies, and underwriting files, ensuring proposals are well-informed post-carrier negotiations. Negotiate with underwriters to develop innovative solutions that meet client needs, using strategic and creative thinking. Manage the claims reporting process, maintaining communication with clients throughout to ensure satisfaction with the outcomes. Assess home appraisals in relation to current policy coverages to identify discrepancies and communicate results effectively.

Standard Template Labs is an innovative, stealth-mode startup harnessing the power of AI to redefine IT Service and Configuration Management. Supported by prominent investors, we leverage cutting-edge AI technologies, graph-based architecture, and outstanding design to revolutionize how businesses interact with their technology ecosystems.We are in search of a proactive Product Manager who thrives on engaging with enterprise clients to convert complex, real-world challenges into tangible products. You will immerse yourself in customer environments, gain deep insights into the operations of IT, support, and operations teams, and translate vague requirements into explicit product strategies. Collaborating closely with engineering and design teams, you will spearhead the development and deployment of AI-enhanced features at scale across large enterprise settings.

As a Senior Client Account Manager for Application Development within the enterprise sector at Reddit, you will play a pivotal role in fostering strong client relationships and driving project success. You will work closely with our engineering and product teams to deliver innovative solutions that meet our clients' business needs. Your expertise in account management and your passion for technology will be critical in ensuring client satisfaction and achieving business objectives.