Taxfinity

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• Intuit

  

  Tax Accountant - In-Store

  5 days ago

  NEW YORK

  Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: • Be a Proactive Community Ambassador, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Deliver a Best in Class Customer Experience, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

• Intuit

  

  Tax Accountant – Retail Location

  5 days ago

  NEW YORK

  Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: • Be a Proactive Community Ambassador, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Deliver a Best in Class Customer Experience, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

• Industrial and Commerce Bank Of China USA NA

  

  Credit Manager

  1 month ago

  New York

  Job Description Department: Credit – NY Region Reports to: Chief Credit Officer Onsite : New York, NY Summary/Objective: Responsible to supervise NYR Region Credit Department (the “Department”), review and endorse credit proposals, and handle inquiries from auditors, regulators and headquarter. Essential Functions: 1. Direct the workflow of the Department and monitor the turnaround time of each project., 2. Review credit proposals to ensure the analysis is complete and the proposals comply with policy & procedure., 3. Approve new loan applications and annual loan reviews (as applicable), jointly with the Deputy CEO of Frontline, as per the Delegated Lending Authority set forth in the Credit Manual, Vol. 1., 4. Review real-estate appraisal and environmental reports during the loan application process., 5. Recommend (or approve, as applicable) commercial loan and trade service transactions (collateral, customer rating, facility rating, credit limit, loan agreement and loan advances) in the GCMS system., 6. Delegate staff to review loan documents prior to execution and loan closing, to ensure accuracy and compliance with approved terms and conditions and Bank policy., 7. Co-ordinate the loan reviews conducted by external loan reviewers and auditors; and handle queries., 8. Supervise weekly, monthly and quarterly reporting to Headquarter., 9. Monitor and report the status of classified loans monthly to Loan Committee., 10. Handle loan recovery actions; and coordinate with attorneys as necessary., 11. Manage NYR OREO portfolio., 12. Supervise the NYR Credit Department staff., 13. Provide training to Credit staffs internally and via outside professional development platform within Bank’s budget., 14. Perform other related duties and assignments as required. Competencies: In order to perform the job successfully, an individual should demonstrate the following competencies: 1. Language Skills. Ability to read and interpret documents (such as operating and procedure manuals); ability to write routine reports and correspondence; and ability to speak effectively to employees of the organization., 2. Mathematical Skills. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume., 3. Computer Skills. To perform this job successfully, an individual should have knowledge of the software used by the bank., 4. Must be well organized and have excellent proof-reading ability., 5. Position requires independent judgment and performance of high-level tasks., 6. Analytical - synthesize complex or diverse information; collect and research data; and use intuition and experience to complement data., 7. Problem Solving - gather and analyze information skillfully; and develops alternative solutions., 8. Interpersonal Skills – be able to deal with customers and co-workers effectively under pressure and sensitive situations, 9. Oral Communication - speak clearly and persuasively in positive or negative situations; and listen to and seek clarification., 10. Written Communication - write clearly and informatively., 11. Teamwork - exhibit objectivity and openness to others' views., 12. Ability to perform services in person from a Bank office or Branch to, among other things, access the Bank’s computer systems and engage in an interactive environment with co-workers. Supervisory Responsibility: Carry out supervisory responsibilities in accordance with the organization's policies and applicable procedures. Required Education and Experience: • Bachelor's degree (BA) from a four-year college or university., • 10 years of related experience and/or training., • Equivalent combination of education and experience. Language/Communication Skills: Must have advanced English language skills. Proficient Chinese language a plus.

• Rob Perelmuter - State Farm Agent

  

  Account Manager - State Farm Agent Team Member

  11 days ago

  New York

  Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Competitive salary, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Rob Perelmuter - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to customers., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.QUALIFICATIONS:, • Experience in insurance sales or account management preferred., • Leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations., • Bilingual Spanish, Cantonese or Russian preferred.

• Phamily

  

  Account Manager - Speciality (Healthcare, Hybrid) - NYC

  28 days ago

  New York

  Job DescriptionAccount Manager – Specialty Location: Manhattan, NYC Job Type: Full-time, Hybrid 3 days a week in the office + Travel 70% of the time Job Reports To: Head of Specialty Business Salary Range: To be discussed About Jaan Health/Phamily Jaan Health is a leading AI-based care management company serving healthcare providers. For nearly a decade, the company has leveraged its easy-to-use, proprietary technology to enable health systems, medical groups, and ACOs to deliver high-quality, high-ROI proactive care to hundreds of thousands of previously underserved patients. Phamily, the company's core technology platform, has transformed chronic disease management with clinically tested AI and easy-to-use technology that enables physicians and care teams to offer high-touch, individualized patient care that has been proven to reduce investment in extra labor and the overall cost of care. Phamily helps ensure healthcare providers are compensated fairly for providing high-quality care between office visits, while improving the lives of patients with chronic diseases. Learn more at phamily.com. Role Description: At Phamily, we partner with specialty medical groups to transform how they manage chronic conditions, combining AI-driven workflows with operational support to improve patient care and practice performance. We're hiring an Account Manager to own and grow our specialty partnerships across oncology, cardiology, nephrology, and more. This is not a support role. You'll act as a strategic partner, helping clients translate Phamily's solution into real, measurable clinical and financial outcomes. You will directly influence how specialty providers deliver care and generate sustainable revenue through care management programs. This role has clear ownership, high visibility, and the opportunity to shape long-term client success. We are looking for a commercial-minded relationship builder who thrives in a fast-paced environment and is passionate about driving retention and account expansion through data-driven consultation. Key Responsibilities: • Own a portfolio of specialty accounts, driving high retention and expansion revenue., • Lead Quarterly Business Reviews (QBRs) focused on delivering clinical and financial ROI., • Identify growth opportunities and expand Phamily's footprint across various practice departments., • Advise clients on workflow optimization and care management strategies to ensure adoption., • Translate complex data into clear, actionable insights for clinical and operational leaders., • Proactively identify partnership risks and drive creative solutions to maintain account health., • Collaborate with product and marketing teams to share client feedback and influence the roadmap., • Use HubSpot and AI tools to manage accounts efficiently and strategically.Requirements:, • 3+ years in Account Management, Customer Success, or a similar relationship-focused role., • Travel 70% of the time, • Proven ability to manage complex, multi-stakeholder relationships at the executive level., • Commercial mindset with a focus on retention, growth, and measurable outcomes., • Strong communicator who can simplify complex data into clear, persuasive narratives., • Comfortable operating and making decisions in a fast-paced, evolving startup environment., • Tech-savvy and interested in using AI tools to improve account workflows.Preferred Requirements:, • Entrepreneurial DNA: A 'builder' mentality with the ability to operate effectively in high-ambiguity environments where processes may not be fully fleshed out., • Deep understanding of healthcare environments (specialty medical groups preferred)., • Experience with Value-Based Care models or Chronic Care Management (CCM) programs, • High-level proficiency in HubSpot or similar CRMs for account health tracking and forecasting.Work Style & Logistics:, • You are required to be in-person at our NYC office at least 3 days per week., • Travel to client sites or industry events is encouraged and may be required.Our Compensation & Benefits:, • Competitive compensation commensurate with experience, • Potential to earn equity based on performance, • Medical, dental, and vision coverage for employees and dependents at a nominal cost, • Paid maternity leave, • FSA and Dependent Care account options, • 401(k) Eligibility after 6 months of full-time employment, • Collaborative, mission-driven work environment If you take pride in delivering results, embrace challenges, and proactively seek improvement, then this is the place for you. You'll join a smart, humble, and collaborative team dedicated to improving healthcare. Equal Employment Opportunity Phamily is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other legally protected status.

• C T A Digital Inc

  

  Strategic Account Operations Manager (Enterprise Accounts)

  20 days ago

  New York

  Job Description Strategic Account Operations Manager (Enterprise Accounts) CTA Digital is seeking a highly organized and proactive Strategic Account Operations Manager to support the execution and delivery of complex enterprise customer projects. This role works closely with our Account Directors, ensuring that all operational aspects of key accounts run smoothly—from client meetings and quoting to internal coordination with engineering, production, and logistics. While the Account Director focuses on growing the business and developing new opportunities, this role ensures that everything behind the scenes is executed seamlessly. This position acts as a central hub between customers and internal teams and is ideal for someone who enjoys managing multiple moving pieces, communicating with clients, and driving projects forward. What You’ll Do: Client Engagement & Communication • Attend customer meetings alongside the Account Director and capture key requirements, notes, and next steps, • Serve as a primary operational point of contact for customers on active projects, • Communicate with clients regarding product details, timelines, shipping updates, and project progress, • Maintain proactive communication to ensure projects stay on track and expectations are clear Project Coordination • Translate customer discussions into clear internal action items, • Work closely with engineering, product development, operations, and logistics teams to move projects forward, • Track multiple project timelines and ensure deliverables are progressing as expected Quoting & Opportunity Management • Prepare quotes for new opportunities and revisions as projects evolve, • Create and manage internal part numbers and product configurations, • Follow up on open opportunities and support the progression of deals Operations & Logistics Coordination • Communicate production timelines and shipping schedules to customers, • Coordinate with internal teams to ensure projects move smoothly from concept through production and delivery, • Help identify and resolve operational challenges before they impact customers Internal Systems & Organization • Maintain accurate and up-to-date information across internal systems, • Ensure project details, pricing, timelines, and communication are properly documented, • Help keep internal teams aligned and informed across multiple active projects What a Typical Day Might Look Like • Joining a customer call with an Account Director to discuss a new product opportunity, • Capturing key requirements and coordinating next steps with engineering, • Preparing a quote and setting up part numbers for a new project, • Checking in with operations on production timelines for an active order, • Following up with a customer about an open opportunity or shipment update, • Updating internal systems so teams have the latest information What We’re Looking For • 3–7+ years of experience in account operations, project coordination, client success, or account management, • Strong organizational and project management skills, • Excellent communication skills and comfort interacting directly with customers, • Ability to manage multiple projects and priorities simultaneously, • Experience working cross-functionally with engineering, operations, and sales teams, • Strong attention to detail and follow-through Experience in B2B hardware, retail technology, manufacturing, or enterprise solutions is a strong plus This Role is Ideal For Someone Who • Enjoys being the operational backbone of large customer accounts, • Likes coordinating between customers, engineering, and operations, • Thrives in an environment where multiple projects are moving at once, • Takes ownership of details and ensures nothing falls through the cracks

• LoopMe

  

  Account Manager/Sr. Account Manager

  16 days ago

  New York

  Job Description About LoopMe LoopMe uses AI to change how brand advertising is bought, measured, and optimised. Where most adtech platforms optimise for impressions or clicks, we optimise for what actually matters to brands — awareness, purchase intent, foot traffic, and sales. Our outcomes-based approach consistently delivers 2–5x the performance of industry benchmarks, which is why the world’s leading brands, agencies, and publishers work with us. We’ve grown at 40% CAGR every year since 2018, generating over $2 billion in cumulative gross revenue, and we’re building toward $1 billion in annual revenue. That growth is powered by a 400-person global team across 19 cities — and by commercial talent that knows how to sell something genuinely differentiated in a crowded market. If you want to represent a product that wins on results, not relationships alone, this is the right place. The opportunity We are looking for a client-focused and commercially driven Account Manager to drive customer success, retention, and account growth across a portfolio of advertisers and agencies. You will own your portfolio of accounts and act as a trusted advisor to your clients, ensuring campaigns deliver against objectives while identifying opportunities to expand the value LoopMe provides. You will report to a Sr. Account Lead and partner closely with Sales, Campaign Operations, Product, Data Science, and other specialist teams to deliver exceptional service and long-term growth. What you’ll do • Manage day-to-day relationships across your active account portfolio, • Own campaign delivery, ensuring performance aligns with client objectives, • Provide strategic insights, campaign analysis, and recommendations to clients, • Identify and develop upselling and cross-selling opportunities using campaign results, • Partner with Sales and Account Leads on retention and account growth initiatives, • Lead campaign kick-off calls and post-campaign reviews, • Coordinate campaign project management with Campaign Operations and Creative Services, • Escalate client needs — product gaps, supply issues, third-party partnership requests — to the Director of Account Management Requirements What you’ll bring Essential: • 2–3+ years in a client services role within digital advertising, • Demonstrated success in client retention and account growth, • Excellent written, verbal, and presentation communication skills, • Strong attention to detail with interest in campaign analytics, • Strong project management skills, with ability to manage multiple priorities simultaneously Nice to have: • Experience managing programmatic revenue (e.g. agency trading desk, DSP, or SSP), • Familiarity with ad agency organisation and workflows, • Exposure to ad operations and troubleshooting Experience using AI tools (e.g. Claude, Gemini, ChatGPT) Benefits What we offer • Hybrid working — Tues–Thurs in our Union Square office, • Self-managed vacation (no maximum), • 1 month work-from-anywhere, • Healthcare, • 401k, • Summer Fridays (half-day Fridays, Memorial Day through Labor Day), • LoopMe Gives Back, • Learning & development support, including internal mobility and bi-annual promotion cycles Compensation $75,000 - $110,000 The range provided is LoopMe’s reasonable estimate of the base compensation for this role. The actual amount may be higher or lower, based on non-discriminatory factors such as experience, knowledge, skills, abilities, and location. All employees may be eligible for other forms of compensation such as stock-based compensation, awarded based on company and individual performance. LoopMe also offers other compensation depending on the role, such as sales-based incentives and commissions.

• Samba

  

  Programmatic Account Manager - HoldCo

  9 days ago

  New York

  Job DescriptionSamba is a media intelligence company. We know what the world is watching, reading, and thinking about — in real time, at scale, across every screen. Our data exists with the consent of over a billion people, organized into the most complete picture of consumer attention ever built. The biggest brands in the world use that picture to make smarter decisions. We think it’s the most interesting data asset on the planet, because it’s the most culturally relevant. As a Programmatic Account Manager – HoldCo at Samba TV, you'll manage and grow relationships with major agency holding companies and their operating agencies. You'll ensure these partners derive maximum value from Samba's suite of audience targeting and measurement solutions. You'll work closely with Sales to support key HoldCo accounts (WPP, Omnicom/OMG, Publicis, Dentsu, Havas), drive audience activation strategies, and deliver a seamless agency experience across planning, activation, and measurement workflows. Your efforts will directly impact agency satisfaction, retention, and account growth within these holding company relationships. Location requirement: Must live within 50 miles of a Samba office. Required in office 3 days a week (Tuesday through Thursday), moving to 4 days a week (Monday through Thursday) starting January 4th, 2027, with the possibility of moving to 5 days a week in office after that. Requirements: • Client Growth, Retention & Satisfaction Own day-to-day account management for a portfolio of holding company partners — including WPP, Omnicom/OMG, Publicis, Dentsu, and Havas — and their operating agencies Partner with Sales to develop strategic account plans, drive renewals, and identify upsell and expansion opportunities across HoldCo relationships Ensure agency teams are effectively activating Samba audience and contextual data across major DSPs, SSPs, DMPs, and social platforms Build trusted relationships with programmatic, trading, strategy, and analytics stakeholders within HoldCo organizations Lead business reviews focused on adoption, delivery, performance insights, and expansion opportunities across brands and agency teams Campaign & Platform Execution Oversee audience segment setup and delivery across SSPs and programmatic buying platforms for agency-led campaigns within HoldCo environments Support agency partners across HoldCo relationships through the full activation lifecycle: planning, audience building, activation, and QA (without directly managing or optimizing campaigns) Provide platform education and training on how to request, build, and deploy Samba audiences within HoldCo programmatic workflows Troubleshoot audience delivery or integration issues and coordinate with technical teams to resolve activation challenges efficiently Strategic Partnership & Cross-Functional Collaboration Serve as a feedback loop between HoldCo relationships and internal teams to improve ease of activation, workflow efficiency, and audience performance Partner with Sales on pre-sale planning, platform demos, and aligning agency and brand goals with Samba's audience and measurement solutions Represent Samba's audience products with subject-matter expertise and a consultative, agency-first approach when working with HoldCo relationships Collaborate with Product, Measurement, Revenue Operations, and Finance to deliver enhanced solutions for the complex, multi-agency account structures typical of HoldCo relationships Who you are: • Curious – Always learning and staying current on programmatic trends, agency operating models, and CTV innovation within holding companies, • Proactive – You anticipate agency needs and identify opportunities to add value across HoldCo teams and clients, • Collaborative – You thrive in cross-functional environments and are comfortable navigating large, matrixed organizations like WPP, Omnicom, Publicis, Dentsu, and HavasWhat you bring:, • 3–5 years of experience in account management, client services, or programmatic strategy roles, • Direct experience working at or closely with agency holding companies such as WPP, Publicis, or Dentsu is strongly preferred, • Strong understanding of audience activation and programmatic buying across DSPs (e.g., The Trade Desk, DV360, Yahoo DSP), • Solid working knowledge of DMPs (e.g., LiveRamp, Lotame, Adform) and SSPs (e.g., OpenX, Magnite, Freewheel), • Background in programmatic trading or campaign management at a HoldCo or operating agency is a strong plus, even if not hands-on today, • Strong communication and problem-solving skills with a proactive, collaborative approach, • CRM and project management tool proficiency (Salesforce, Jira, Asana, Trello, etc.), • Strong Excel skills (SUMIFS, INDEX MATCH, pivot tables, VLOOKUP); SQL is a plus, • Deep understanding of the digital advertising and programmatic ecosystem, particularly HoldCo and agency workflows, • BA/BS with a focus on marketing, business, data, or related experience #LI-AH1Samba expects to offer a base salary between $80,000 - $90,000 per year for roles to be performed in New York or California; actual base salary offered will depend on various factors, including but not limited to, location, experience, and performance. Base salary is just one component of Samba’s total compensation package for employees. Other rewards may include bonuses, short-term incentives, and long-term incentives. In addition, Samba provides health insurance, wellness offerings, life and disability insurance, a retirement savings plan, paid holidays and paid time off (PTO), and other employee benefits.Samba is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We strive to empower connection with one another, reflect the communities we serve, and tackle meaningful projects that make a real impact. Samba may collect personal information directly from you, as a job applicant, Samba may also receive personal information from third parties, for example, in connection with a background, employment or reference check, in accordance with the applicable law. For further details, please see Samba's Applicant Privacy Policy. For residents of the EU , Samba Inc. is the data controller. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.