Customer Service - Edible Arrangements - New York

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• GateGroup

  

  Mgr, Ops, Customer Service

  11 hours ago

  Full-time

  Astoria, Queens

  We’re looking for motivated, engaged people to help make everyone’s journeys better. Reporting to the General Manager for the unit, the Manager, Ops, Customer Service is responsible for supporting the operational unit with meeting customer requirements and needs. This position will act as a liaison between the airline customer and the Gate Gourmet operational unit. Annual Hiring Range/Hourly Rate: • $85,000-$90,000 Benefits • Paid time off, • 401k, with company match, • Company sponsored life insurance, • Medical, dental, vision plans, • Voluntary short-term/long-term disability insurance, • Voluntary life, accident, and hospital plans, • Employee Assistance Program, • Commuter benefits, • Employee Discounts, • Free hot healthy meals for unit operations roles Main Duties and Responsibilities: • Agrees on performance expectations with the commercial team and works with GM/Unit staff to deliver against these expectations, • Approves (w/GM consent) specialty orders, uplifts, and responsible for invoice accuracy and timelines., • Works closely with the production team in order to maintain a continuous knowledge of current specifications and customer expectations through routine audits., • Ensures supply chain/purchasing has current up to date data and support purchasing requirements., • Ensures that all processes and procedures related to specific flights are completed, quality standards are met, and additional revenue opportunities documented on invoice., • Communicates the customer goals and represents the customer interests to the local GGI team., • Strong understanding of unit capabilities and services, and effectively communicates all offerings to the client w/GM approval., • Reports to the GM and or Account Director, providing regular input on all account activity, including service status and call reports on a weekly basis., • Provides coordination between customer and GGI on special events such as Menu Presentation (scheduling, transportation, security, specs available, tent cards, tasting equipment, unit tours, beverages, etc.)., • Owner of T-minus schedule to facilitate changes and bringing all departments together for success., • Maintains a professional appearance at all times. Treats the customer with dignity and respect. Internal & External Communication • Daily reconciliation of delays and communications need activities as required., • Communicates daily to the GG operations team of any spec changes, performance issues, call backs, inspections, etc from previous day. Drives root cause analysis., • Weekly recaps of delays vs. targets, FAC’s, and Update with customer on weekly basis and local station management. SR (Shared Responsibility), • Ensures that customer issues are dealt with in an efficient manner, informing the General Manager and Commercial leader (PAM. Local Director) of any problems that may arise., • Weekly inventory status checks. SR, • Provides regular two-way communication between the client and local GGI, to provide strong team representation and set proper client expectations. Inventory Management • Ensures customer inventory sheet to be current and up to date par levels., • Manages inventory process taken accurately and on time. Results reviewed before submission to the customer. Communicate to the customer when par levels need to change. SR, • Provides customer feedback to help customer reduce costs through inventory management., • Warehouse space, issue here is to not be a warehouse for obsolete or excessive inventory. SR, • Ensures that Customs requirements, GGI Bonded policy and local Agriculture (compliance agreement) are implemented. SR Quality • Assists internal department on quality/compliance through weekly specification checks and audits (chef tables, packing diagrams, CCP’s, VSIE process, safety)., • Compares FACs against goals., • Ownership of CSI and drives the process as outlined in GG policy and procedures. Cost Management • Conducts weekly documented billing checks to ensure items billed., • Reviews monthly service order to ensure all service items captured and aligned with CXP and Sales force. Targets • Manages to a customer-specific set of KPI’s – reports on this performance to the commercial team, agrees performance targets to these KPI’s (e.g., delays, complaints, audit results) with Commercial VP and GM, • Annual (or quarterly) customer feedback survey on each aspect of the role – communication, inventory management, Quality cost management/invoice accuracy, and customer service orientation (does the customer view this role as representing their interests in the unit) SR **Qualifications Education: • High School Diploma or GED required, • Associates degree or degree from a 4 year university or college is preferred Work Experience: • Proven Account Management skills required in order to create, maintain, and enhance customer relationships, • Minimum of 3 years of account/project management experience. Technical Skills: (Certification, Licenses and Registration) • Extremely detail oriented, • Technical and analytical competence (understands software, hardware, networks, etc.), • Motivated, goal oriented, and persistent, • High level of initiative and works well in a fast paced, team environment, • Handles stressful situations and deadline pressures well, • Plans and carries out responsibilities with minimal direction, • Full knowledge of any customer specific requirements in Service Agreement and delivers as listed below:, • Delta Airlines: Full knowledge of IFX system; Owner of change notice distribution list; understands the unit performance grading system; ensures the AC Damage reporting process is followed; full knowledge of Delta build tool., • United Airlines: Full knowledge of Unimatic (aircraft operation); Full knowledge of IBSOPS (meal board location); Ensures PSS (passenger counts) is used for forecasting; Ensures AirServ/AirVision is used for flight finalization; Ensures Sky Net is used for packaging/general requirements; Full knowledge on the use of Igaps (real flight info), • American Airlines: Understands AA evaluation and evaluation definitions; Full knowledge of AMOS & Sabre systems; Ensures food/equipment inventories in AirVision; Ensures equipment distribution is updated in AirVision; Ensures monthly IUR is documented in AirVision; understands the PMP process., • British Airlines: Knowledgeble/Ensures BA IFX tools are used in operation; Maintains chronological telex and bulletin information; Analysis TCS and BBSC sheets for BA performance; Full knowledge of AirServe and train staff on the use; Owner of TP006 accuracy for each scheduled change, • Virgin Airlines: Take weekly photos of menu items and submit them to Virgin; Monthly review of TP006 and distribute the flight information; Must have full knowledge of Skylogistix; Must have full working knowledge of AirServ. Language / Communication Skills: • Excellent written and oral communication skills, • Bilingual is a plus. **Job Dimensions Geographic Responsibility: Unit Type of Employment: Full-time Travel %: Up to 25% Exemption Classification: Exempt Internal Relationships: External Relationships: Work Environment / Requirements of the Job: Normal office environment Budget / Revenue Responsibility: (Local Currency) **Organization Structure Direct Line Manager (Title): General Manager, Unit Dotted Line Manager (Title, if applicable): N/A Number of Direct Reports: Varies by unit Number of Dotted Line Reports: N/A Estimated Total Size of Team: Varies by unit **gategroup Competencies Required to be Successful in the Job: • Thinking – Information Search and analysis & problem resolution skills, • Engaging – Understanding others, Team Leadership and Developing People, • Inspiring – Influencing and building relationships, Motivating and Inspiring, Communicating effectively, • Achieving – Delivering business results under pressure, Championing Performance Improvement and Customer Focus **Demonstrated Values to be Successful in the Position Employees at gategroup are expected to live our Values of *Excellence, Passion, Responsibility* and Respect**. To demonstrate these Values, we expect to observe the following from everyone: *Excellence* • We put the customer at the forefront of everything we do, taking time to understand their needs, wishes and desires., • We constantly learn by giving and receiving feedback, improving from our mistakes and bettering ourselves. *Passion* • Hospitality, in its purest form, comes down to a single, core principle: care. We do everything with thoughtfulness, attention, and care., • We have a growth mindset, a resilience that makes us determined to bounce back from failures and setbacks. *Responsibility* • We care about what we do, and we understand the impact we have on others and the planet., • We always look out for each other –creating a safe workplace environment is everyone’s responsibility. *Respect* • Every job matters. We each do our part to ensure our colleagues and our customers succeed in their goals. We respect each other’s voices and foster a workplace that supports inclusion and To be considered for this position, please submit your application by 07/23/2026. The above statements are intended to describe the general nature and level of work being performed by the individual(s) assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required. Management reserves the right to modify, add, or remove duties and to assign other duties as necessary. In addition, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. gategroup is an equal opportunity employer committed to workforce diversity. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status or other category under applicable law. For further information regarding Equal Employment Opportunity, copy and paste the following URL into your web browser: http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf We anticipate that this job will close on: 08/10/2026 *For California Residents, please click here to view our California privacy notice.* If you want to be part of a team that helps make travel and culinary memories, join us!

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• Best Value NY INC.

  

  Customer Service Representative (CSR)

  1 month ago

  Full-time

  West Bronx, The Bronx

  Customer Service: Greeting customers, answering questions, and offering advice on products.Sales Support: Assisting customers in finding the right products for their needs, making recommendations, and promoting special offers or sales.Product Knowledge: Maintaining an understanding of the store’s inventory, including tools, materials, and equipment.Processing Transactions: Handling customer purchases, including cash, credit, or debit payments. They may also process returns and exchanges.Stock Management: Assisting with inventory checks, restocking shelves, and ensuring that the store is well-organized.Safety Standards: Ensuring that customers are aware of any safety instructions related to hardware products and following safety protocols in the store.The role may also involve dealing with customers' special orders, providing assistance with tools and equipment, and helping maintain a clean and organized environment in the store. Would you like help preparing a job description or more details about specific responsibilities?

  Immediate start!

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• Tones Day Spa

  

  Spa Operations Coordinator/Front Desk Manager (Part-Time)

  1 month ago

  Full-time

  Morris Park, The Bronx

  Tones Day Spa is seeking a dependable and organized Spa Operations Coordinator to help create a smooth, relaxing experience for our clients. We are looking for someone with excellent customer service skills, a positive attitude, and the ability to take ownership of daily spa operations. What We're Looking For Reliable, punctual, and responsible Organized and able to multitask in a fast-paced environment Calm under pressure with strong problem-solving skills A team player who takes pride in their work Comfortable using computers and scheduling systems Bilingual (English/Spanish) is a plus This is a great opportunity for someone who enjoys working with people, values a peaceful work environment, and is looking for a flexible part-time schedule. Responsibilities Greet and check in clients with warmth and professionalism Manage appointments, phone calls, and client communications Coordinate therapists, treatment rooms, and daily scheduling Help maintain a smooth flow throughout the spa Prepare treatment rooms and keep supplies organized and stocked Assist with opening and closing procedures Support overall spa operations to ensure an exceptional client experience Preferred Experience Experience in any of the following is a plus: Hospitality Healthcare or medical offices Salons or spas Hotels Customer service roles Schedule Part-time Flexible shifts available Monday through Saturday Ideal for someone seeking extra income with a consistent schedule Why Join Tones Day Spa? At Tones Day Spa, we believe in creating a welcoming, peaceful environment for both our clients and our team. If you enjoy helping others and want to be part of a caring, supportive workplace, we would love to hear from you. To Apply: Please send your resume and a brief introduction about yourself to Tones Day Spa . We look forward to meeting you!

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• stryker

  

  Customer Service Representative (CSR)

  2 months ago

  $21–$33 hourly

  Full-time

  Foxhurst, The Bronx

  resolve customer inquiries, troubleshoot issues, and provide an excellent overall experience to maintain customer loyalty and brand reputation.

  No experience

  Easy apply
• UnitedHealth Group

  

  Bilingual English / Cantonese / Mandarin Service Account Manager Associate

  1 day ago

  NEW YORK

  This position is Onsite. Our office is located at 161 Canal St. New York, NY and 136-02 Roosevelt Ave Flushing NY 11354. Imagine being able to get answers to your health plan questions from someone who speaks the same language as you do. Or, the opposite, not being able to get the answers. At UnitedHealth Group, we want our customers to get those answers by speaking to one of our Bilingual Representatives. If you're fluent in English, Cantonese and Mandarin, we can show you how to put all of your skills, your passions and your energy to work in a fast- growing environment. At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and optimized. Ready to make a difference? Join us to start Caring. Connecting. Growing together. This role delivers face to face customer service to M&R and DSNP members-explaining benefits, resolving claims and billing issues, completing material requests, providing translations, and assisting with government program applications-while collaborating closely with a 7-member onsite team. This position is full-time on site (40 hours/week), Monday - Friday. Employees are required to work a shift between our normal business hours of 9:00am - 5:30pm EST. It may be necessary, given the business need, to work occasional overtime. We offer 2 weeks of introductory training and then continuous on the job training. The hours of the training will be 9:00am - 5:30pm EST, Monday - Friday. Primary Responsibilities: Customer Services responsibilities- Full M&R and DSNP training • Provide in person Member services to both M&R and DSNP members with their languages (Cantonese / Mandarin) at retail store, services including but not limited to:, • Benefits, • Policies, Procedures and protocols (pre-auth, enrollments, renew rewards, etc ), • Claim/billing issues (follow up calls with resolution to identified issues in timely manner, outbound calls to provider offices if needed), • Fulfills material requests for Members, • Translations (company letters, as interpreter to work with other vendors), • Assist members to apply for various government assistance programs, explore external non-profits organizations to provide help to needed Members Member Services Quality Programs Supports • Support Member experience and quality programs to improve Member satisfaction NPS score and Star rating Assist outbound calls projects (HRA, seminar RSVPs, other quality call projects), • Support House Call program/activities at retail sites, • Attend in person MES event and assist on Q&A sessions, • Arrange small session educational seminars to promote UHC tools that will be benefit Members (website, catalog ordering, etc), • As interpreter, assist Members to complete quality related surveys and close gap in care activities to enhance plan's star rating, • Attend community activities to promote retails Medicare Growth • Medicare Sales and Enrollment Supports, • Must obtain Health license and Complete Medicare certification to support enrollment, • Encourage Member referral program after servicing, • Introduce plans to Members and Prospects for conversions and new enrollments, • Need to handle Member conversion applications process and sign-up Medicare prospects as sales back up, • Promote sales-related seminars and events at retail You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear directions on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: • High School Diploma / GED OR equivalent work experience, • Must be 18 years of age OR older, • 3+ years of customer service experience analyzing and solving customer problems, • Experience with Windows based programs including Microsoft Word, Microsoft Excel, Microsoft PowerPoint and Microsoft Outlook, • Bilingual Fluency in English, Cantonese and Mandarin, • Must be willing to obtain Health license after 6 months of employment, • Ability to travel up to 10% on local retail locations as needed, • Must reside within a commutable distance to the office located at 161 Canal St. New York, NY and 136-02 Roosevelt Ave Flushing NY 11354, • Ability to work full-time on site (40 hours/week), Monday - Friday. Employees are required to work a shift between our normal business hours of 9:00am - 5:30pm EST. It may be necessary, given the business need, to work occasional overtime Preferred Qualifications: • Bilingual Fluency in English, Fuzhouese and Toishanese, • Healthcare Industry experience Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $20 - $36 hourly based on full-time employment. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment. #RPO #RED #RPOLinkedIn

• Honest Networks

  

  Enterprise Account Manager

  12 days ago

  New York

  Job Description About Honest Networks Honest Networks is dedicated to delivering high-quality and affordable internet service as a catalyst for community growth, fostering learning, creativity, and enjoyment. We are a rapidly expanding, venture-backed internet service provider headquartered in Manhattan. We focus on offering gigabit internet service at transparent and affordable prices, all while providing exceptional customer service. We achieve this goal by employing individuals with high integrity, a strong work ethic, and a passion for continuous learning. If working in a fast-paced, results-oriented, and mission-driven environment excites you, we encourage you to apply and join our team. Learn more at www.honest.net. About the Role **This is not a remote position. Must be NYC/NJ based Honest Networks is seeking an Account Manager who will be the primary point of contact for a portfolio of bulk WiFi multifamily properties. Bulk WiFi refers to building-wide internet service provided to entire residential communities, where connectivity level is delivered and managed at the property level rather than sold to individual residents. This role is best suited for candidates with proven experience managing enterprise-level client relationships in B2B environments. Candidates without this background are unlikely to be a fit. Location & Travel This is a hybrid role—3 days per week on-site/in office and 2 days per week remote. This role requires being based in the New York City area and the use of mass transit where feasible. Key Responsibilities Client Relationship Management • Serve as the primary client contact for assigned bulk WiFi properties (property management, ownership groups, and on-site teams)., • Build and maintain trusted, long-term, relationships through proactive communication and consistent follow-through., • Conduct regular check-ins and on-site visits as needed to ensure satisfaction and surface risks early. Service & Support Coordination • Provide responsive customer service and clear updates to clients regarding service requests, outages, and ongoing investigations., • Triage inbound issues, document details, and coordinate resolution with internal technical/support teams., • Own escalation management: align stakeholders, set expectations, and drive issues to closure. Account Operations & Communication • Track account activity (open issues, resolutions, client requests, site notes) with strong attention to detail., • Maintain accurate documentation for properties, contacts, and recurring needs., • Identify patterns in client feedback and operational friction; recommend improvements to workflows and communication. Qualifications Required • Based in the NYC area with ability to travel locally (boroughs + nearby Tri-State region)., • 3+ years of experience in enterprise or B2B account management or customer success, with direct ownership of corporate client relationships., • Experience must be enterprise environments—strictly no consumer or retail account management experience., • Demonstrated ownership of a portfolio of high-value accounts, with clear accountability for:, • Client retention, • Client satisfaction, • Ongoing account health and stability, • Proven experience onboarding, launching, and integrating new enterprise clients or accounts., • Exceptional communication skills with the ability to translate technical issues into clear, structured, client communication under pressure., • Calm, solutions-oriented approach to escalations and time-sensitive service issues., • Strong operational discipline: meticulous tracking, documentation, and follow-through across all client activity, • Clear pattern of high performance and upward trajectory (e.g., promotions, expanded scope, top-tier companies, or equivalent indicators). Preferred • Experience supporting multifamily, property management, real estate, or building operations clients., • Experience in ISP, telecom, networking, or managed services (or strong interest in learning technical fundamentals)., • Experience in high-performance corporate or startup environments., • Strong academic track record or equivalent indicators of performance., • Familiarity with ticketing/CRM tools and structured client documentation. Benefits • Attractive starting compensation: $80,000 base salary with OTE $90,000 to $100,000 based on retention metrics, • Paid time off (PTO), • Sick Leave, • Medical, vision and dental benefits, • 401k program Honest Networks' Values Honest is committed to providing equal employment opportunities to all individuals. We value diversity and do not discriminate based on race, color, ethnicity, age, gender identity and expression, sexual orientation, religion, national origin, socioeconomic status, disability, veteran status, or any other legally protected characteristic. We offer reasonable accommodations to applicants with disabilities upon request to facilitate their participation in the hiring process.

• Safe Horizon, Inc.

  

  Client Services Specialist - Domestic Violence Shelter, Orchid

  20 days ago

  New York

  Job Description The Safe Horizon DV Shelter Program provides safe and confidential spaces for DV Survivors and their children. We are committed to providing these services with empathy, compassion, professionalism, non-judgement, and respect. Our spaces respect survivors’ right to self-determination and focus on giving families and individuals the space, both emotional and physical, to heal from the victimization and trauma they have experienced. Responsibilities: • Learn and integrate a trauma-informed, client-centered approach, using an anti-oppressive lens, into your work with clients. Identify when a client is experiencing trauma reactions and help client stabilize;, • Conduct emergency shelter intakes for site vacancies and vacancies at sister sites as part of the Central Intake team;, • Assess immediate safety needs and develop a risk management plan during intake of shelter placement calls;, • Using neutral and non-judgmental language when responding to the needs and requests of clients;, • Provide crisis intervention including mediation and de-escalation skills to diffuse situations between residents’ family members and/or roommates;, • Participate in trainings to improve client centered practice skills and knowledge about self-care and vicarious trauma and its impact;, • Plan, implement and/or research self-care and other social activities for clients and their children;, • Actively participate in donor tours and help with special client events and holiday parties;, • Conduct regular health and safety facility checks;, • Understand and follow emergency procedures, including fire procedures;, • Sort and organize donations of food, clothing, or items/projects as assigned;, • Distribute supplies to clients in accordance with established guidelines and/or emergency requests from clients;, • During the orientation process, determine clients’ immediate needs and provide referrals for basic needs;, • Provide referrals for clients following their initial Case Management session;, • Assist with basic office tasks such as archiving, filing , collating, update lists or as assigned;, • Enter activity log information, shift notes and Case Management System (CMS), in a timely fashion and accurate manner;, • Provide starter kits, assisting with bed utilization by helping with apartment preparation and cleaning; moving clients’ belongings as assigned;, • Provide childcare as requested by clients or staff in accordance with written policies;, • Provide client accompaniment to important appointments when requested;, • Assist with admission and discharge of clients. This may include, providing childcare, assisting with client belongings if facility staff is unavailable and other tasks assigned by management., • Complete discharge paperwork which includes completing discharge checklist with clients, and all related discharge procedures;, • Comply and adhere to funders’ fire and health safety mandates by obtaining and maintaining Fire Department of New York (FDNY) and Red Cross certifications as indicated by shelter leadership. Qualifications/Certification Requirements:, • High School Diploma/GED and two years relevant experience., • Basic computer skills necessary., • Candidate must have or obtain the following certifications within 3 months of employment: At Emergency Shelters, obtain the F07-Fire and Emergency Drill Conductor and S95-Supervision of Fire Alarm Systems. At Transitional Shelters, obtain F80- Coordinator of Fire Safety and Alarm Systems in Homeless Shelters, Pediatric CPR/ First Aid Certification, and Security Guard License. Safe Horizon is committed to providing a reasonable accommodation to ensure individuals with disabilities can meet any physical demand requirement(s) of the position, or otherwise perform the corresponding task(s), where possible. If you require a reasonable accommodation, including to participate in the job application or interview process, please contact your Human Resources Recruiter. If hired, I agree to abide by all of Safe Horizon’s rules and regulations, and understand that, if employed, my employment may be terminated with or without cause, and with or without notice, at any time, at the option of either the company or me. I further understand that no representation, whether oral or written by any representative or agent of the organization, at any time, constitutes a contract of employment. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. Technology Statement: Applicants may be responsible for providing the equipment and tools they need to work remotely as required, such as access to a computer, internet service, and phone service. Safe Horizon will discuss potential solutions with candidates and may assist where needed and agreed to in advance. Please follow this link to view complete EEO Law and complaint filing information: If hired, I agree to abide by all of Safe Horizon’s rules and regulations, and understand that, if employed, my employment may be terminated with or without cause, and with or without notice, at any time, at the option of either the company or me. I further understand that no representation, whether oral or written by any representative or agent of the organization, at any time, constitutes a contract of employment. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. Technology Statement: Applicants may be responsible for providing the equipment and tools they need to work remotely as required, such as access to a computer, internet service, and phone service. Safe Horizon will discuss potential solutions with candidates and may assist where needed and agreed to in advance. Please follow this link to view complete EEO Law and complaint filing information: Know Your Rights: Workplace discrimination is illegal Salary Pay Range: 22.81 - 23.96 Hourly Full-time Hours: 35 Hours per week Full-time Benefits: Vacation Time, Paid Sick Time, Holidays, Medical, Dental, Vision, 403(b) Retirement Plan, Company Life Insurance, Medical/Dependent Care Flexible Spending Accounts, Tuition Assistance Program, Commuter Benefits Program, Gym Reimbursement, Parental Leave, Employee Learning Center

• Canoe Intelligence

  

  Account Executive, Wealth Management

  30 days ago

  New York

  Job Description COMPANY: Canoe Intelligence WEBSITE: https://canoeintelligence.com/ TITLE: Account Executive, Wealth Management LOCATION: Fully remote within the Midwest SALARY: $245,000 - $260,000 OTE (base plus commission), plus equity The Role: As an Account Executive, Wealth Management at Canoe Intelligence, you will develop and execute strategies to identify, engage, and close new business opportunities within our Wealth Management segment in North America with a focus on the Midwest. The position's primary goal will be to drive revenue growth by establishing strong relationships with key decision-makers and influencers within the single family office and multi family office segments. What You’ll Do: Identify and target potential clients Build and maintain a strong sales pipeline through proactive prospecting and lead generation activities Conduct thorough research to understand the needs, pain points, and priorities of prospective clients Develop and deliver compelling sales presentations and product demonstrations to showcase the value of Canoe Intelligence's solutions Collaborate with internal teams, including sales engineering, business development, marketing, and client success, to ensure a seamless client onboarding and implementation process Negotiate contract terms and pricing agreements to drive successful deal closures Provide accurate sales forecasts and reports to the sales management team Stay up-to-date with industry trends, competitive landscape, and regulatory changes that impact the institutional sector What We’re Looking For: 5+ year track record of success in fintech sales and business development Strong knowledge of the alternative investment industry, including key players, industry regulations, and market trends Excellent communication and presentation skills, with the ability to effectively articulate complex concepts to both technical and non-technical audiences Demonstrated ability to build and maintain relationships with senior-level decision makers and influencers Strong negotiation and closing skills, with a focus on driving revenue growth Self-motivated, proactive, and results-oriented mindset Ability to work effectively in a fast-paced, dynamic startup environment Proficiency in CRM software and other sales productivity tools (Outreach, Zoom Info, Highspot) MBA highly preferred What You’ll Get: Medical, dental, vision benefits Flexible PTO 401(k) Flexible work from home policy Home office stipend Employee Assistance Program Gym/Wifi reimbursement Education assistance Parental Leave Our Values: Client First —> Listen, and deliver client-centric solutions Be An Owner —> Take initiative, improve situations, drive positive outcomes Excellence —> Always set the highest standard for yourself and others Win Together —> 1 + 1 = 3 Who We Are: Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.