Account Manager - Institutional Client Service

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

Join Pinterest as a Senior Client Account Manager, where you will play a pivotal role in fostering relationships with our clients. You will leverage your expertise to ensure client success and satisfaction, driving engagement with Pinterest’s innovative platform.In this dynamic position, you will be responsible for managing multiple client accounts, developing strategic plans, and collaborating with cross-functional teams to deliver exceptional service. Your ability to analyze client needs and tailor solutions will be crucial in enhancing client retention and growth.

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

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

Join Conduit as an Account Executive - Institutional!At Conduit, we are at the forefront of revolutionizing the crypto landscape with our innovative cloud platform designed specifically for Ethereum scalability.The rapid expansion of crypto applications has been hindered by the limitations of on-chain computing. Without the capacity to efficiently process large volumes of transactions, on-chain apps struggle to deliver superior user experiences. Enter Rollups — a groundbreaking solution enabling high-performance on-chain computation. Just as traditional servers enhance computing capabilities in web2, rollups facilitate scalable solutions in web3. However, developing and managing a rollup can be challenging and resource-intensive, which is where Conduit steps in.Our rollup-native cloud platform marries the best practices of web2 engineering with advanced web3 rollup technology, simplifying the process for anyone to launch and maintain their own blockchain. By streamlining infrastructure and making on-chain computing more accessible, akin to the impact AWS and GCP had on web2, we are poised to unlock unprecedented innovation in the crypto sphere.Since our launch in 2023, the Conduit platform has experienced remarkable growth, currently managing the largest operational chains, including Proof of Play, Zora, Aevo, and more. With over 200 chains deployed across mainnet and testnet, and more than $1 billion in total value locked (TVL), we are navigating the cutting edge of crypto, evolving alongside our clients and integration partners, and redefining the boundaries of blockchain scalability.Our achievements have been further propelled by a successful $37 million Series A funding round, co-led by Paradigm and Haun Ventures—two of the industry's most respected investors.We pride ourselves on our elite team, comprised of talented individuals from esteemed companies including Meta, Brex, Wish, Compound, Chainalysis, Immunefi, Amazon, Avara/Aave, Paradigm, and beyond. Headquartered in San Francisco, our team spans the globe.We are on the lookout for driven, skilled builders eager to help scale Ethereum and democratize crypto computing. If you're ready to make an impact, we invite you to join us!

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

Join us at Forge Global, Inc. as a Senior Product Marketing Manager for Institutional Clients. In this dynamic role, you will be responsible for developing and executing marketing strategies that resonate with institutional investors. You will collaborate closely with product, sales, and research teams to ensure our offerings meet market needs and drive growth.

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

Join Anchorage Digital in revolutionizing the digital asset landscape for institutional investors.At Anchorage Digital, we are pioneering the most sophisticated digital asset platform tailored for institutions eager to engage in the crypto space. Our platform facilitates a comprehensive suite of services including custody, staking, trading, governance, and settlement, all supported by industry-leading security frameworks. As the home of Anchorage Digital Bank N.A., the first federally chartered crypto bank in the United States, we extend our services through Anchorage Digital Singapore, Porto by Anchorage Digital, among others.Backed by prominent investors like Andreessen Horowitz, GIC, Goldman Sachs, KKR, and Visa, our Series D valuation stands at over $3 billion. Established in 2017 in San Francisco, California, we operate from multiple offices including New York, Porto, Singapore, and Sioux Falls. Discover more about our innovative solutions at anchorage.com, on X @Anchorage, and LinkedIn.We are on the lookout for an ambitious and seasoned Institutional Sales Representative to join our dynamic team. This role will be pivotal in cultivating new business relationships with institutional clients actively participating in the digital asset sector. As an authority on our Global Markets product offerings (including spot trading, derivatives, and financing), you will deliver exceptional service and support to our esteemed institutional clients spanning various segments such as protocols, venture capital, and hedge funds. Your attention to detail, empathy, and proactive problem-solving skills will be instrumental to the success of our Sales/Trading and Prime Services organization as we continue to advance the institutional crypto landscape.

ABOUT FAST FORWARDFounded in 2014, Fast Forward operates on the principle that technology can address some of the most pressing challenges faced by our world today. At a time when the concept of a 'tech nonprofit' was virtually unknown, we pioneered this term to champion those leveraging technology for social good.Since our inception, our flagship Accelerator program has empowered over 100 tech nonprofit innovators, providing essential funding, resources, and partnership opportunities. Our impact? A staggering 262 million lives touched and over $1 billion secured in follow-on funding for tech nonprofits. Beyond the Accelerator, Fast Forward is dedicated to growing the sector, offering invaluable resources and tools to over 1,000 tech and AI-driven nonprofits globally. Discover more.ABOUT THE ROLEThe Senior Manager of Institutional Fundraising will be instrumental in broadening Fast Forward’s funding landscape. Your primary focus will involve identifying, nurturing, and securing strategic philanthropic partnerships with foundations and corporate entities, while implementing innovative strategies to enhance our revenue growth.This role is tailored for someone eager to drive growth, build robust pipelines, and create new opportunities for the organization. Collaborating closely with the Senior Director of Strategic Philanthropy, you will spearhead high-impact initiatives, while the Strategic Partnerships team continues to cultivate relationships with existing funders.This is a full-time, in-office role based in the Presidio area of San Francisco, CA.

About the RoleWe are in search of a dynamic Technical Account Manager to facilitate the seamless onboarding and integration of new clients into our managed services framework. This pivotal position operates at the crossroads of technology, operations, and client relations, ensuring that our newly acquired clients are effectively assimilated into our systems and workflows.The Technical Account Manager will take the lead in coordinating internal technical teams, overseeing onboarding schedules, and engaging directly with client stakeholders to guarantee a well-organized transition. This role demands a robust generalist technical knowledge base, outstanding organizational capabilities, and the skill to articulate technical concepts to audiences that may not have a technical background.ResponsibilitiesOversee and manage the comprehensive onboarding process for new clients.Coordinate onboarding schedules, internal resources, and project tasks efficiently.Collect credentials, document client setups, and supervise the deployment of tools.Ensure seamless transitions from previous IT providers or in-house IT teams.Collaborate with internal engineers to implement endpoint management, identity, and security solutions.Maintain meticulous documentation of client setups and onboarding progress.Participate in client onboarding calls and communicate updates effectively to stakeholders.Proactively identify risks, obstacles, or gaps and escalate issues as necessary.Develop, follow, and enhance onboarding runbooks and standard operating procedures.Manage multiple onboarding projects concurrently while upholding meticulous attention to detail.

Join reddit as a Client Account Manager specializing in Large Customer Sales within the Retail sector. In this pivotal role, you will be responsible for building and maintaining relationships with key retail clients, ensuring their needs are met, and driving growth through strategic account management.Your expertise will help shape our approach to client engagement and retention, as you will collaborate with various teams to deliver exceptional value to our customers.

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

Join reddit as a Senior Client Account Manager for our Mid-Market segment, focusing on application development. In this pivotal role, you will cultivate strong relationships with clients, ensuring they maximize the value from our innovative solutions. You will collaborate closely with cross-functional teams to deliver exceptional client experiences and drive growth.

Join unlimit as a Senior Strategic Account Manager, where you will play a critical role in nurturing our key client relationships and driving strategic initiatives. In this position, you will collaborate closely with cross-functional teams to ensure the seamless delivery of our services while identifying opportunities for growth and expansion within existing accounts. Your expertise will help shape our client engagement strategies and foster long-term partnerships.

Join Our Team as a Financial Accountant!We are seeking a meticulous and driven Financial Accountant to support our financial decision-making processes. You will play a vital role in collecting, analyzing, and reporting financial data to guide management in strategic decisions.Your Responsibilities Include:Compiling monthly financial statements by gathering data, investigating variances, and summarizing trends.Preparing state quarterly and annual financial reports by organizing necessary data.Ensuring compliance with state and federal tax regulations by staying informed about the latest requirements, advising management, and preparing necessary tax documents.Addressing financial inquiries through thorough data analysis and interpretation.Offering financial insights by evaluating operational issues and applying sound financial practices to provide actionable recommendations.Generating special reports by analyzing variances, preparing budgets, and developing forecasts.Staying updated with financial regulations and best practices through continuous education and professional development.Contributing to our finance and organizational goals by achieving related results.

About the RoleAntithesis is on the lookout for dynamic Account Managers to take charge of customer relationships post-sale. As a key member of our expanding global team, you will report directly to the Head of Customer Growth and collaborate closely with Sales, Customer Experience, and Product teams. Your contributions will play a vital role in shaping the post-sales account management process at Antithesis.From day one, you will be responsible for overseeing renewals and identifying expansion opportunities. You will engage with highly technical clients, including Engineers, Engineering Leaders, CTOs, and CEOs.This is a quota-driven position where you will directly influence revenue outcomes.Your Responsibilities:Manage a portfolio of clients from initial handoff through onboarding, adoption, renewal, and growth.Achieve a quota tied to client renewals and expansions.Ensure timely renewals through accurate forecasting.Identify, scope, and close opportunities for account expansion.Establish trusted relationships with clients.Guide clients through the onboarding process, ensuring they realize the value of our offerings.Lead commercial discussions following the sale.Manage renewal terms, pricing strategies, and expansion proposals.Collaborate closely with Customer Success and Customer Experience teams.Provide actionable product feedback based on customer usage.Monitor account health, risks, and growth indicators.Contribute to the development of renewal and expansion playbooks.Operate with a strong sense of ownership in a fast-paced, early-stage environment.Success Metrics:High gross and net retention rates.Consistent and predictable renewal forecasting.Expansions driven by delivering real customer value.Long-lasting client relationships.Clear accountability and follow-through on tasks.Proactive identification of risks to minimize unexpected churn.

As an Account Manager at rho in San Francisco, the focus centers on building and maintaining strong client relationships. This position requires attention to client needs and a commitment to their satisfaction. Role overview Account Managers at rho work closely with clients, acting as a primary point of contact. The goal is to understand each client’s unique requirements and ensure their expectations are met or exceeded. Collaboration This role involves working with teams across the company to coordinate and deliver solutions that fit individual client goals. Clear communication and teamwork are essential for success. Impact Account Managers help drive revenue growth by nurturing relationships and identifying opportunities to add value for clients. Success in this role contributes directly to both client retention and company performance.

Location: This position offers a hybrid work schedule, requiring presence in our San Francisco, CA office two days a week.SUMMARY:We are seeking a dedicated Client Manager to oversee Property & Casualty accounts, ensuring the highest level of service to our clients. The successful candidate will possess the knowledge, skills, and abilities necessary to excel in this role, and we are open to providing reasonable accommodations for individuals with disabilities.ESSENTIAL DUTIES AND RESPONSIBILITIES:• Serve as the primary expert resource and first point of contact for clients, addressing a variety of inquiries related to risk management, coverage eligibility, contractual issues, and compliance with government reporting. Prepare endorsements as requested and provide ongoing trend and legal updates to clients.• Analyze client data for new and renewal business, conduct market comparisons, strategize with senior-level clients, and negotiate premiums and commissions to present the best options.• Support producers in marketing and new business development by preparing presentations, proposals, and participating in client meetings.• Mentor and support team members, fostering their professional growth through training opportunities.• Establish and maintain strong client relationships, consistently building trust through effective communication and prompt resolution of issues.• Conduct in-depth analyses of client and market data to formulate insurance renewal options and negotiate terms with carriers on behalf of clients.• Ensure the team is well-informed on insurance market trends and regulatory updates.

Join reddit as a Senior Client Account Specialist in the Application Development team, where you will play a pivotal role in driving client success through innovative solutions. You will be responsible for managing key accounts, ensuring customer satisfaction, and collaborating with our engineering teams to deliver exceptional app development services.