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Job DescriptionSalary: Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. The Role: We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role. This position will be part of our New York team and the ideal candidate will live in the NY tri-state area. This is a hybrid role that does not require being in the NY (Hudson Yards) office on a daily basis. Responsibilities: • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio., • Assess clients overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy, • Prepare customized proposals for clients and prospective clients, • Assists in the development of complex and highly customized financial portfolios, • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations, • Develop asset allocations to meet clients risk profile and time horizon, • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings, • Co-manage and provide leadership within the team, • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients, • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.), • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory, • Conduct branch marketing meetings and training for the advisors of our custodial partners Qualifications: • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work, • Demonstrated business development track record, • CFP required. Other credentials a plus, • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field, • Very strong knowledge of finance and capital markets required, • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies, • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis, • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career, • Strong abilities to multi-task, manage various client requests and effectively prioritize, • Unquestioned commitment to integrity in personal and professional activities, • Demonstrated ability to work effectively in a team environment, • Confidence to work directly with senior leaders and high-net worth clients Benefits: • Medical / Dental / Vision / Life / Disability Insurance, • High-deductible plan option with health savings account, • Employee assistance program, • Wellness allowance $75 monthly, • Bereavement leave 3 days paid for immediate family member or pet, • 401k with 3% match, • Commuter benefits, • Parental bonding leave up to 100% of salary for 12 weeks, • Donation match up to $500 annually, • Birthday PTO, • Learning and Development stipend up to $1000 annually, • Volunteer PTO 1 day per quarter, • Monthly cell phone allowance $75 monthly BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Description Futurity First Insurance Group (FFIG) is a nationwide insurance distribution organization with diverse and powerful programs to support its insurance and financial advisors. With branch offices in major markets across the United States, our community-based advisors are empowered to build long-term relationships with our clients while specializing in income protection, asset protection, legacy planning, and senior health care planning. Futurity First was founded in 2008 and became part of the Senior Market Sales family of companies in 2015. Who We Are Looking for • Entrepreneur, • Willing to run their own insurance practice (Be your own boss!), • Trainable Personality, • Creative Thinkers, • Honest people who want to help people while building a career, • Team Player A sales career with Futurity First allows greater earning potential, flexibility, and increased satisfaction in providing services to your customers. Futurity First Insurance Group is seeking dynamic and motivated financial services and insurance sales professionals looking to grow their life and health business to meet the demands of a rapidly growing consumer demographic! Key Benefits: • Uncapped commission earnings, • Bonus + Commission, • Potential annual earnings: $250,000+, • Incentive programs and trips around the world, • Continuing professional development opportunities, • Remote sales position with the opportunity to work in our local office, • Free E&O coverage & office space available Reasons to join Futurity First: • Obtain direct experience by working with experienced advisors to sell Life, Annuities, and related products., • Unlimited earning potential of up to $100K a year or more through commissions and no sales quotas., • Unique "ALL IN" aggregate monthly production bonus., • "Best-in-Class" products from over 90+ industry-leading carriers., • Performance rewards include unlimited opportunities to earn product-based trips and incentives., • Local support is available, and access to office space is free., • Access to prospecting and marketing programs, case design, administrative support, continued development and mentorship from experienced industry management, and office space Advisor Responsibilities: • Host in-person and virtual workshops on topics like Medicare, Annuities, Long Term Care, and Retirement., • Select accessible venues for in-person events, prioritizing conducive learning environments., • Deliver live video presentations with screen sharing for clear communication in virtual seminars, leveraging technology., • Prepare diligently for workshops, coordinating logistics and ensuring readiness as the presenter., • Conduct walk-throughs and equipment checks before each event to address potential issues., • Collaborate with marketing consultants for personalized plans based on budget and income goals., • Manage workshop registrations efficiently, confirming attendance for maximum participation., • Implement post-workshop follow-up to nurture leads and maintain participant engagement., • Prospect for new business through networking, marketing, cold-calling, and lead databases., • Set appointments and meet with potential clients to help identify and meet the client's needs., • Offer expert insurance policy recommendations based on the client's needs., • Prepare and develop illustrations and case designs to close sales., • Provide excellent ongoing service and support to existing clients., • Discipline to be a self-starter and ability to conduct business for yourself with the support of Futurity First. Minimum Qualifications: • Life and Health (L&H) insurance licenses are required, • FINRA Series 6, Series 63, and/or Series 7 license preferred but not required, • AHIP certification is preferred but not required, • FFM certification is preferred but not required, • 1+ years in an outside sales professional role is a plus, • Experience in Insurance with knowledge of different Insurance products, • Strong Finance skills with experience in investments, retirement, and financial planning are preferred but not required, • Ability to analyze and interpret complex financial data, • Bachelor's degree in Finance, Accounting, Business Administration, or related field is preferred but not required, • Willingness and ability to prospect and network within the community to build a client base., • Possess an upbeat, positive, and enthusiastic attitude and willingness to be held accountable for results., • A desire for continuous learning., • Be a self-starter with a sense of urgency., • Excellent communication skills consisting of oral, written, and listening skills., • Collaborative decision-making and problem-solving skills. Customers First – Advisors First – FUTURITY FIRST Futurity First will provide the necessary tools to succeed and create a rewarding, prosperous career. Take control of your career and positively impact others' lives in your community by joining Futurity First Insurance Group today! Company DescriptionFuturity First first opened its doors in 2008. Since then, we've grown exponentially - in more ways than one. Our corporate offices are located just outside Hartford, Connecticut, known as the insurance capital of the world. Because of this, we've brought together a top-notch leadership team with a combined 200+ years of experience in the industry. Futurity First Insurance Group (FFIG) is a Senior Market Sales (SMS) subsidiary, part of the Alliant family of companies. Futurity First is a nationwide network of agents and advisors specializing in the financial security and retirement needs of seniors, pre-retirees, families, and businesses. Launched in January 2008, our mission is to provide our customers with the professional services of a community-based agent, a solution-based process to address their specific needs, and a choice of top-quality products from some of the leading insurance companies in the life and health insurance industry. Futurity First commits to leading the industry through entrepreneurialism, innovation, and teamwork. When you join the Futurity First team, you become part of a premier insurance marketing organization (IMO). The Companies We Represent: We partner with well-respected leaders in the insurance and financial services industry to offer "best-in-class" products and services from over 90 industry-leading carriers. These companies include Prudential, Lincoln Financial, John Hancock, Mutual of Omaha, American Equity, UnitedHealthcare, and many other carriers. Each carrier in our portfolio has been selected after a thorough review process. All carriers are actively managed and reviewed to make certain they maintain their financial strength and ratings and maintain the compensation, service, and support that our advisors expect. With Futurity First giving you the support you need to succeed, you're getting an experienced partner with the innovation, expertise, and passion needed to help every advisor make the most of their business. Advisors get a professional partner with the innovation, expertise, and passion needed to make the most of their business. Our unique business model offers the flexibility to meet the needs of all types of advisors at every stage of their careers. We can help advisors who focus on other markets succeed through a platform that gives them access to thousands of product choices and the backing of a team built to ensure you have the support you need to succeed. From family-focused planners, business-succession planners, group benefits experts, and more, Futurity First is the right place for every advisor. • Obtain direct experience by working with experts in marketing, training, & comprehensive back-office support., • Performance rewards include unlimited opportunities to earn product-based trips and incentives., • Local support is available, including access to prospecting and marketing programs, case design, administrative support, continued development and mentorship from experienced industry management, and office space free of charge at the local branch. Objectivity. Innovation. Support. Futurity First is your partner in growth. For more information on Futurity First, visit First first opened its doors in 2008. Since then, we've grown exponentially - in more ways than one. Our corporate offices are located just outside Hartford, Connecticut, known as the insurance capital of the world. Because of this, we've brought together a top-notch leadership team with a combined 200+ years of experience in the industry.\r\n\r\nFuturity First Insurance Group (FFIG) is a Senior Market Sales (SMS) subsidiary, part of the Alliant family of companies. Futurity First is a nationwide network of agents and advisors specializing in the financial security and retirement needs of seniors, pre-retirees, families, and businesses. Launched in January 2008, our mission is to provide our customers with the professional services of a community-based agent, a solution-based process to address their specific needs, and a choice of top-quality products from some of the leading insurance companies in the life and health insurance industry.\r\n \r\nFuturity First commits to leading the industry through entrepreneurialism, innovation, and teamwork. When you join the Futurity First team, you become part of a premier insurance marketing organization (IMO).\r\n\r\nThe Companies We Represent:\r\nWe partner with well-respected leaders in the insurance and financial services industry to offer "best-in-class" products and services from over 90 industry-leading carriers. These companies include Prudential, Lincoln Financial, John Hancock, Mutual of Omaha, American Equity, UnitedHealthcare, and many other carriers. Each carrier in our portfolio has been selected after a thorough review process. All carriers are actively managed and reviewed to make certain they maintain their financial strength and ratings and maintain the compensation, service, and support that our advisors expect.\r\n\r\nWith Futurity First giving you the support you need to succeed, you're getting an experienced partner with the innovation, expertise, and passion needed to help every advisor make the most of their business. Advisors get a professional partner with the innovation, expertise, and passion needed to make the most of their business. Our unique business model offers the flexibility to meet the needs of all types of advisors at every stage of their careers.\r\n\r\nWe can help advisors who focus on other markets succeed through a platform that gives them access to thousands of product choices and the backing of a team built to ensure you have the support you need to succeed. From family-focused planners, business-succession planners, group benefits experts, and more, Futurity First is the right place for every advisor.\r\n\r\n• Obtain direct experience by working with experts in marketing, training, & comprehensive back-office support.\r\n• Performance rewards include unlimited opportunities to earn product-based trips and incentives.\r\n• Local support is available, including access to prospecting and marketing programs, case design, administrative support, continued development and mentorship from experienced industry management, and office space free of charge at the local branch.\r\n\r\nObjectivity. Innovation. Support. Futurity First is your partner in growth.\r\n\r\nFor more information on Futurity First, visit

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $50,000 - $75,000 at plan earnings Responsibilities: • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Developing relationships with clients (both existing and prospective), • Gathering client information and using that information to build robust financial plans, • Helping clients prepare for their retirement, • Preparing and reviewing investment portfolio recommendationsQualifications:, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed You: • Are a self-starter, • Have an entrepreneurial mindset, • Are a customer service champion, • Are an engaging and compelling communicator and negotiator, • Are a problem solver, • Are a Lifelong student seeking continued education and professional development, • Are a critical thinker, • Have prior sales experience and/or enjoy networking and seeking new clients, • Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent We: • Provide a framework to help you attain all licensing and education needed to progress through the career, • Support your learning through joint work and a team environment, • Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry, • Provide a roadmap for your success with our experienced team of leaders Learn more about this exciting opportunity. The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents, and may be eligible for paid leave. About Company Prudential Advisors is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. Prudential Advisors is an Employer that participates in E-Verify.

About Us Perform Properties is a best-in-class, diversified real estate operating platform with expertise in high-quality, grocery anchored shopping centers and premier office assets. Perform is positioned to create more engaging experiences for customers, deliver long-term value for tenants, and drive stronger performance across its portfolio. Perform has expertise in asset management, transactions, development, leasing, and operations, and benefits from a multi-sector focus, data driven strategy, and national reach. The company focuses on properties with People-Appeal—dynamic spaces where people and businesses actively choose to work, shop, and gather, enhancing the communities around them. Formed through the combination of ShopCore, ROIC, and EQ Office, Perform Properties leverages the shared experience, scale, and operational strengths of three leading organizations. Role Summary The Associate on the Asset Management team will provide analytical support to regional and sub-regional teams charged with maximizing property values through operations (leasing, capital, development & redevelopment) and capital markets (financings, dispositions, etc.) in close collaboration with the Blackstone Asset Management team. These teams vary in location to cover the United States coast-to-coast, hitting major markets like New York, Atlanta, Miami, Los Angeles, San Francisco, Seattle, Chicago, etc. all the while exploring new gateway markets. We’re seeking an Associate to join our Asset Management team in a role that goes beyond traditional asset oversight. This position will be more broadly focused on investments, with significant involvement in transactions, analytics, and underwriting. The ideal candidate will have experience in acquisitions or asset management and be proficient in complex Argus and Excel modeling. This is a dynamic opportunity for someone who thrives in a fast-paced, deal-oriented environment and is eager to work closely across functions to drive asset and portfolio value. Major responsibilities include constructing and validating all cash flow assumptions utilized in projections; creating business plans with Region Leads and Leasing Teams that align with property visions and financial objectives; material lease analyses; modeling, due diligence and closing of dispositions; and evaluating investment returns, asset sales timing, and valuations. Position requires ability to act as a project leader, and research and challenge assumptions. The Associate, in collaboration with the senior members of the Asset Management team, will be given direct financial responsibility for multiple office and retail assets, acting as a strategic investment advisor within their Portfolio team. Although allocated regionally, the role functions as an integral part of one team with national coverage. This role is based in the office, 5 days a week Monday-Friday. Essential Job Functions • Financial Goals – Act as strategic and analytical thought partner and leader to Perform Region Leads on all financial matters related to the health and success of the company and assets in the market. Ask critical questions and challenge assumptions., • Business Planning – Create and maintain business plans with Region Leads that are aligned with the property vision, org values, business objectives, and operating plans to grow asset value., • Strategic Financial Analysis – Drive efforts to coordinate strategic analyses as directed by Perform and Blackstone leadership, including hold/sell analysis, repositioning analysis, major lease analysis, and contribution/funding requests., • Investment Analyses – Evaluate total investment return, leverage strategies, cash flow forecasting, asset sales timing and values, and distribution forecasting. Collaborate with Region Leads on developing assumptions, communicating market developments, and assisting in broker engagements., • Dispositions and Debt Transactions – Support team in underwriting, due diligence, and closing phases for disposition and debt transactions. Coordinate the flow of information & materials with buyers, lenders, attorneys, brokers; review Broker Opinions of Value, due diligence materials, Offering Memorandums; and prepare closing statements and memos. Review Argus files and associated financial assumptions and cash flow., • Liquidity / Cash Management – Manage liquidity needs, develop and monitor leading indicators of cash management concerns, and provide timely reporting to Perform and Blackstone leadership., • Organization and Communication – Drive the organization and communication of key work products and information to effectively report to Region Lead and Blackstone on asset or market conditions. Proactively manage processes and suggest improvements or areas where communication can be streamlined. The Associate will work in close collaboration with senior team members on the Asset Management team daily, in addition to collaborating with other departments throughout Perform and Blackstone. Qualifications and Technical Competencies • 1-3 Years of Argus Enterprise experience; no Argus experience may be considered with demonstrated technology acumen and desire to quickly learn a new product, • Exceptional Excel and financial modeling skills with a working knowledge of IRR, NPV, and other fundamental real estate metrics, • Ability to read and interpret lease agreements, loan documents, and other legal documentation, • Ability to work independently, handle multiple concurrent projects, and meet deadlines as well as ability to thrive in a collaborative team environment and work effectively with team members often spread across multiple geographies and time zones, • Keen attention to detail; ability to run zero-defect analyses as well as review the analyses of junior team members Preferred Qualifications: • Bachelor’s degree in real estate, engineering, economics, finance, business or other quantitative fields, • Minimum of 4 years of experience within an investment bank or real estate investment firm, • Proficient in Microsoft Word and PowerPoint, • Experience overseeing and mentoring other professionals, • Willing to travel up to 15% - note upfront travel will be more

Job Description Who We Are: CAMBA is a community of staff, volunteers, clients, donors, neighbors and partners who work together to build an inclusive New York City, where all children and adults have access to the resources and supports, they need to thrive. We take a comprehensive approach by offering more than 180 integrated programs in: Education & Youth Development, Family Support, Job Training & Employment Support Services, Health, Housing, and Legal Services. We reach almost 80,000 individuals and families, including almost 13,000 youth. CAMBA serves a diverse cross section of New Yorkers from new mothers in Brownsville to job seekers in the Rockaways. More than half of our clients are immigrants and refugees from around the globe. Over 85% of our families are living in poverty, reflecting the challenges faced by nearly 1.7 million New Yorkers today. Learning to Work (LTW) for Transfer Schools will provide services to students, ages 15-21 that are over-aged for grade, under-credited, and have spent at least one year in another high school to earn a high school diploma and gain valuable vocational and life skills supports. Using the Primary Person Model, each student will have a Young Adult Career Advisor who will: guide students towards removing barriers toward graduation, engage students in college preparatory activities including creating a post-secondary plan for every student, provide supportive services, and increase self-direction and self-sufficiency. Each program has an Internship Developer who works with students to provide meaningful career exploration experiences, including providing an internship experience for all students who are interested. Position: Program Manager Reports To: Assistant Program Director Location: Multiple Locations (Manhattan) What The Program Manager Does: • Work with direct reporting staff to set staff performance targets in accordance with contract requirements., • Develop and document all program activities., • Oversee all program operations and manage direct reporting program staff and their subordinates., • Available to address emergencies outside of regular business hours – i.e. evenings, overnight, and weekends., • Develop and implement Quality Assurance measures to ensure quality service delivery to clients., • Ensure that all client files and program files are kept in compliance with CAMBA's and funder's standards., • Coordinate and supervise programmatic activities of direct reporting staff., • Observe direct reporting staff engaging with clients and/or supervisory staff., • Conduct client and program progress reviews with staff., • Review purchase requisition forms for accuracy and processing., • Respond to all Principals concerns and meet with Principals on a regular basis., • Prepare, review and ensure the accuracy and timeliness of, contract reports and statistical information for both CAMBA management and funder use., • Analyze program and demographic data to make programmatic improvements., • Oversee onsite and organize offsite training opportunities for professional development of staff., • Confer with the Assistant Program Director and/or other CAMBA management staff as needed regarding programmatic and personnel issues., • Participate in staff/funder/outside agency meetings as requested., • Review and sign time sheets., • Prepare performance appraisals for direct reporting program staff., • Immediately report to the appropriate Assistant Program Director any: monitoring visits or funders' events; significant events; any incident that might subject CAMBA to liability., • May make hiring and firing recommendations to appropriate Assistant Program Director/Senior Vice-President (in consultation and agreement with Human Resources)., • Must obtain Dept. of Education fingerprint clearance., • Ability to maintain fingerprint clearance throughout the duration of employment. Status: Full-time (35 hours per week) Benefits: CAMBA offers a comprehensive benefits package including health insurance, dental insurance, 403(b) retirement plan with employer match, paid time off (vacation, personal, and sick time), and paid holidays. CAMBA is an Equal Opportunity Employer. We value a diverse workforce and inclusive workplace. People of color, people with disabilities, and lesbian, gay, bisexual, and transgender people are encouraged to apply. We consider all applicants without regard to race, color, religion, creed, gender, gender identity, gender expression, national origin, age, disability, socio-economic status, marital or veteran status, pregnancy status or sexual orientation. Powered by JazzHR AKt6rwuEy1

Job Description Enabling safe and rewarding digital lives for genuine people, everywhere We make it our mission to ensure more genuine people have digital access to opportunities, and businesses have access to more genuine people. Our technology draws on diverse and reliable data to create a single point of truth for identity and address verification. With over 30 years of experience behind us our team and technology are focused on enabling safe and rewarding digital lives for everyone. Regardless of age, location or background, genuine people everywhere should be able to digitally prove who they are and where they live. About the team and role Loqate US Sales Team The Loqate sales team at GBG in the US region plays a pivotal role in driving growth through strategic partnerships and direct sales initiatives. Focused on location intelligence and address verification solutions, the team operates within a newly formed Partner Sales Development function designed to accelerate market penetration across key industries such as eCommerce, logistics, and financial services. With a strong emphasis on SaaS-based offerings, the team is responsible for building robust pipelines, cultivating relationships with prospective partners, and delivering revenue through both virtual and in-person engagements. Their efforts are supported by Loqate’s advanced technology stack and global data capabilities, enabling businesses to improve customer experiences, reduce delivery errors, and make informed decisions with confidence. The Role As the Loqate Americas team continues to grow and evolve, we are seeking a Client Success Manager to help drive engagement and retention across our diverse customer base of 1,100+ accounts. This role will be instrumental in developing scalable processes to identify growth opportunities and deliver an exceptional customer experience across key, enterprise, mid-market, and self-serve segments. The ideal candidate will bring a proactive, strategic mindset to client relationships—ensuring value realization, fostering long-term partnerships, and contributing directly to revenue expansion. This is a high-impact role at the intersection of customer advocacy and business growth within a dynamic, data-driven organization. This is a hybrid position for candidates in the New York area. Travel for team collaboration, process workshops, and stakeholder meetings may be required (estimated 20-25%). What you will do • Lead the customer onboarding process to ensure a seamless and successful implementation experience, • Identify and track customer KPIs, partnering with clients to help them achieve their business goals, • Build and maintain trusted advisor relationships with customers and key stakeholders across all segments, • Conduct regular account reviews to assess performance, identify opportunities, and reinforce value, • Monitor customer usage proactively and address success-related issues to support accurate forecasting and mitigate renewal risk, • Manage annual account renewals, focusing on revenue retention and identifying growth opportunities, • Collaborate with Sales and Marketing to develop targeted strategies and campaigns that drive GROW revenue Skills we are looking for • Proven experience working within a sales or customer success organization, preferably in a SaaS or technology-driven environment, • Exceptional communication and presentation skills, with the ability to engage effectively both in-person and virtually, • Strong organizational and time management skills, with the ability to prioritize tasks based on account tier, urgency, and business impact, • Self-motivated and collaborative team player who brings a proactive mindset and challenges the status quo, • Detail-oriented with a strong focus on process improvement and operational excellence, • Comfortable working in a fast-paced, evolving environment with multiple stakeholders, • Experience using CRM tools (e.g., Salesforce) and customer success platforms is a plus Benefits To find out more As an equal opportunity employer, we are dedicated to creating a diverse and inclusive workplace where everyone feels valued and empowered. Please inform your GBG Talent Attraction Partner if you require any reasonable adjustments to the interview process. To chat to the Talent Attraction team and find out more about our benefits and why we’re a great place to work, drop an email to and we’ll be in touch. You can also find out more about careers at GBG and check out our current opportunities at gbgplc.com/careers.

Job DescriptionCompStak envisions a commercial real estate industry in which accurate and transparent data leads to better, faster deals for everyone. We gather critical information that is hard to access, then make it instantly and seamlessly available to our platform members. Location: Manhattan, New YorkHybrid: Three days in the office, subject to change We are looking for a passionate, results-oriented individual to join our team as a Client Success Manager. At CompStak, our mission is to revolutionize the commercial real estate industry by bringing transparency to our clients. Our Client Success team sits at the heart of this mission. The Client Success Manager is a critical customer-facing role which provides daily support, guidance, and growth opportunities to our customers. As a CSM, you will facilitate exceptional experiences and sustained value for CompStak customers by cultivating a relationship as their trusted advisor and advocate based on proactive account management, promoting customer satisfaction, and upsell/cross-sell/renewal of CompStak products and services. Join us and be a vital part of our continued success!Responsibilities • Proactively manage a territory of assigned CompStak customers to deliver consistent value across the entire customer lifecycle, • Manage the onboarding of new customers; Coordinate and deliver basic and advanced training, while advising customers on best practices, • Gain insight into customer goals and expectations and work to decrease the time-to-value across your portfolio, • Resolve customer issues, collaborate with other CompStak teams; approach all situations with curiosity and creativity, • Build strong customer relationships by maintaining high levels of engagement and communication; lead business reviews based on account segmentation, • Perform data-driven account performance planning and analysis based on customer usage and needs to prioritize opportunity and risk, • Consistently renew and expand customer contracts, meeting and exceeding personal and team goals, • Drive customer advocacy in the form of references, referrals, and case studies, • Actively participate in the evolution of CompStak; serve as the voice of the customer by prioritizing feature requests and platform improvements and insist on excellence in our own Client Success initiatives, • Contribute towards the development of a strong team environment by upholding high work standards, • Go the extra mile to ensure our customers are successful!Skills & Experience, • 3+ years’ experience in Account Management or SaaS Customer Success roles, • A verifiable track record of data driven customer retention and growth through passionate customer service, • Unrivaled sense of autonomy, ownership, and dedication to helping customers realize their intended value, • Energetic and self-motivated; a team player who is also a proactive and creative problem solver, • Ability to manage multiple priorities while maintaining strict attention to details, • Strong communication and interpersonal skills, both written and verbal; consistent diplomacy, tact, and poise when working through customer issues and escalations, • Familiarity with the commercial real estate industry, • Working knowledge of Salesforce.com, • Undergraduate degree (BA/BS)

Job Description Customer Success Manager (Mid-Market) - Permanent Position Full-Time Agency: TechStaffers (Recruiting on behalf of a high-growth SaaS partner) Location: New York City NY In-Office (High-Energy Culture) Role Type: Full-Time | Mid-Market Salary: $90,000 – $125,000 + Equity/Benefits The Opportunity Our client is an elite, venture-backed SaaS organization currently navigating a massive scaling phase. Following a successful $10M milestone, they are looking for a Mid-Market Customer Success Manager who is a "builder" by nature. This isn't a role where you just follow a script; you will be a primary architect of the customer journey as the company triples its footprint. The Role Currently, this is a full-cycle position. You will handle the entire customer lifecycle—from the initial technical implementation and handoff through to long-term value realization and renewals. As the organization matures, you will have the unique opportunity to help shape the future of the Success and Implementation departments. * End-to-End Ownership: Act as the single point of contact for mid-market customers, owning implementation, onboarding, and long-term success. * Strategic Advisory: Move beyond support to become a trusted advisor, ensuring customers hit their specific business KPIs. * Internal Feedback Loop: Provide direct, constructive feedback to Product and Engineering based on customer friction points. * Agile Execution: Transition seamlessly between high-level strategy and "in-the-weeds" technical execution. The Ideal Profile * The "Stage-Fit" Professional: You thrive in fast-paced environments where the "playbook" is still being written. * Full-Cycle Fluency: Experience owning the technical side of onboarding as well as the strategic side of account management. * Direct Communicators: You are comfortable pushing back on customers (and internal leadership) when it’s in the best interest of the outcome. * High-Aptitude Backgrounds: We value "raw excellence." Whether you were a collegiate athlete, a performing artist (e.g., Broadway Swing), or a former entrepreneur, we look for individuals who have reached the top of their respective fields and have a proven "memory for complexity." The Process Our client prides themselves on candidate experience and momentum: * Initial Screen: Behavioral and skill-based assessment. * Leadership Interview: Probing prioritization and executive communication. * Tailored Project: A short, practical exercise focused on communication and learning aptitude. * On-Site Peer Interview: Culture fit assessment and office tour. About TechStaffers TechStaffers is a premier recruitment partner dedicated to connecting world-class talent with the most innovative companies in the tech ecosystem. We specialize in identifying "high-potential" individuals who don't just fill roles but drive growth. TechStaffers and our client are Equal Opportunity Employers. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided on the basis of qualifications, merit, and business need.

Job Description Level/Function: Specialist, Client Success Title: Client Success Manager About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. Overview of the Client Success Manager: Are you passionate about delivering exceptional client experiences and ensuring operational excellence? We’re looking for a detail-oriented Client Success Manager to join our team and take ownership of day-to-day client interactions. In this role, you’ll be responsible for managing the relationship with our tactical client base ensuring we are meeting day-to-day needs. This is a hands-on position ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and takes pride in keeping clients informed, supported, and successful. Duties and Responsibilities of the Client Success Manager: Client Management and Reporting • Proactively manage day-to-day client health, reporting, and incident follow-up, • Serve as client advocate during work intake and change request processes, ensuring proper prioritization and oversight, • Review and raise concerns related to billing, invoices, and SLA reporting, • Act as point of escalation for project delivery and high-impact client issues, • Facilitate and manage client risk assessments and VOC representation, • Monitor and document client KPIs, project trends, and escalate concerns as needed, • Capture and distribute client meeting notes and call logs, • Manage all aspects of the client relationship, including contracts, billing models, product interfaces, vendor usage, and strategic alignment, • Lead and track Statement of Work (SOW) processes, • Attend client conferences and represent the organization professionally, • Manage pre- and post-contract fulfillment, including governance meetings and client engagement, • Serve as first point of escalation for Client Services inquiries related to contracts, invoices, projects, and incidents, • Coordinate client visits, including itinerary planning, agendas, and entertainment, • Identify and implement client education and training programs, • Bachelor’s degree in Business Administration or related field, or equivalent professional experience, • 5+ years in client success or relationship management within financial services, • Proven communication and interpersonal skills with a proven ability to build and maintain client relationships, • Experience at a technology firm serving the financial services industry, ideally with a focus on Wealth Management We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum salary of $75,000 #LI-Remote

Job DescriptionAbout Us Circle is building the world's leading all-in-one platform for online communities. We make it possible for creators, coaches, educators, and businesses to bring together their audience with engaging discussions, live streams, events, chat, courses, and payments — all in one place, all under their own brand. We're proud to be a fully remote company of around 200 (and growing!) team members from 30+ countries around the world. We seek exceptional individuals around the world, set them up to do the best work of their lives, and in turn, create a meaningful impact in their own lives. We don't track hours, but we do manage for high expectations very closely. We collaborate across time zones, are highly async, and like to document a lot. Twice a year, we bring the whole company together in beautiful places around the world for our company offsites. So far, we've hosted offsites in Turkey, Portugal, Mexico, Thailand, Colombia, Italy, Ireland, and more, with still more to come! Check out our Careers page for more about working at Circle. About the role There are over 12,000 paying communities powered by Circle, and that number is growing rapidly month over month. Our highest-tier offering, Circle Plus, is scaling especially quickly. Circle Plus customers launch fully branded mobile apps alongside their communities, and as a result, they receive a higher-touch level of service and partnership from our team. As a Customer Success Manager for Circle Plus, you'll serve as the primary point of contact for some of our most strategic customers, partnering closely with them to help them launch, grow, and scale successful communities. You'll guide customers through onboarding and rollout, ensure strong product adoption across both web and mobile, and proactively help them unlock ongoing value from Circle over time. This is a high-impact role with meaningful ownership. In addition to managing a book of Circle Plus customers end to end, you'll play a role in shaping how Customer Success at Circle scales in the years ahead. You'll help define best practices, test and build new processes, and work closely with Product, Engineering, Sales, and Support to deliver a consistently excellent customer experience. As a trusted advisor and advocate, you'll also represent the voice of the customer internally, helping inform product decisions and broader business strategy. What you'll be doing • You'll be helping our customers succeed in building an engaging community, and establishing yourself as a trusted advisor along their journey. Over the course of your first year you'll ramp toward serving 100+ customers., • You will be responsible for onboarding 8-15 new customers per month, which typically entails delivering strategy and implementation guidance over a series of 6 or so meetings in their first 90 days as a customer. Following their successful launch, you'll move to monthly or quarterly strategy sessions., • Develop strong relationships with both new and existing customers to understand their goals, and consult on the best ways to achieve them using Circle to drive product adoption, revenue growth and retention across your book of customers., • Analyze customer usage across your book of business to identify risks and opportunities, create accurate forecasts, then take ownership of designing and executing engagement campaigns to action against them., • Communicate thoughtfully with your clients and internal stakeholders to ensure prompt answers that can be understood by both technical and non-technical recipients., • Maintain a deep understanding of the Circle platform, our branded app capabilities, and online community building strategies to make recommendations on how customers can accelerate their desired outcomes., • Partner closely with other internal stakeholders to share customer stories & experiences that help build deeper understanding of customers goals, use cases and outcomes., • Act as an internal advocate for customers by consistently contributing feedback to product & engineering on areas for improvement to enhance the customers experience, • Contribute to the ongoing improvement of our customer success processes and methodologies, • Working with customers through their renewal and re-consideration windows to help them understand how Circle can support their business strategy and future planningWhat you'll need to be successful, • Strong alignment with our values, find our values on our career page if you haven't read up on them yet, • You are proficient in English (spoken, written, and reading) at a CEFR Level C2 / ILR Level 5., • You either have 4+ years working directly with creators or a company in a community management role, or you have 4+ years of experience in SaaS Customer Success role, working with SMB customers to drive product adoptions, expansion, and retention., • You have experience serving customers and navigating the complexity of tight timelines, complex processes and managing relationships with multiple stakeholders both internally and externally., • You are comfortable learning and understanding business models across various industries/segments. You will often be driving the conversation to help your customers define what success means for their community., • You have a growth mindset and are willing to share and receive feedback in a constructive, respectful, and empathetic manner. We care deeply about getting better as individuals and as a team every day., • You're driven & process-oriented. You're able to effectively balance competing priorities and make decisions that best support the customer, the team, and Circle., • You're able to switching contexts throughout the day, from responding to customer emails, to leading a product training, to running a quarterly community review, to meeting with the Product team about an upcoming feature., • You are a team player with a high level of integrity and desire to assist your team. When you find processes that work, you will document them through playbooks, teach others, and champion wider adoption., • You have an aptitude for digesting and effectively communicating technical concepts across audiences of varying technical ability., • You're resourceful. You may not have all the answers, but you know how to find them., • You're a self-motivated, proactive team player. You bias towards action and work effectively in a highly ambiguous, ever-changing environment. You're able to hone in on granular details and also take a step back to understand the larger strategy and philosophy of how and why decisions are made., • You have experience leveraging product usage data in your approach to engaging, expanding, and prioritizing your accounts. Bonus points • Familiarity and proficiency with HubSpot, Zapier, Notion, Canva, Google Suite., • Experience serving and working with successful creators. The cash compensation range shown is a starting point. In addition to equity, benefits and perks, your cash compensation is subject to an annual review and increase on a once per year basis. The fun stuff • Fully remote: work from anywhere in the world!, • Autonomy and trust to do your job: we care about outcomes over everything else., • Paid time away: all employees are given 35 days of PTO annually. We also offer a paid sabbatical after 5 years., • Generous U.S. benchmarked compensation and startup equity no matter where you are in the world.*, • Awesome medical coverage with 100% coverage for you and your family, or medical reimbursement options where applicable!*, • Parental leave for parents expanding their family, or just starting one., • Home office stipend to help you get up and running., • Learning & development stipend to help you level up your professional skills., • Annual bonus potential for roles that don't already receive variable income or commission., • Company retreats: Twice a year, the Circle team gets together for a fully paid company retreat in incredible places around the world! We've had past retreats in Colombia, Portugal, and Mexico, with more planned on the horizon. Information We Collect: We collect the following categories of personal information from job applicants: • Contact information (such as name, email address, phone number), • Employment history and qualifications, • Education history, • To assess your qualifications and suitability for the position, • To communicate with you during the recruitment process, • The right to request access to the personal information we hold about you., • The right to request the deletion of your personal information, subject to certain legal exceptions. By submitting your application, you acknowledge that you have read and understood this privacy notice.

Job DescriptionPosition Overview I am a local State Farm Insurance Agent looking to hire an outgoing and customer-focused individual who enjoys working with the public. Do you aspire to some day run your own business, be an advisor looked to in your community, and lead a team? As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience. This development and mentoring can lead you in the right direction to better prepare you for a potential career as a State Farm agent. As part of this opportunity, you will learn from an experienced agent, see what it's like to run a business and help grow an agency. Responsibilities • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services., • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification., • Use a customer-focused, needs-based review process to educate customers about insurance options.As an Agent Team Member, you will receive..., • Salary plus commission/bonus, • Health benefits, • 401K, • Paid time off (vacation and personal/sick days), • Valuable experience, • Growth potential/Opportunity for advancement in my agency

Job Description About Dreamdata Dreamdata is the industry leader in B2B marketing attribution, optimization and automation. Founded by ex-Trustpilot (TRST:LSE) product and engineering leaders starting in 2019 after building the platform internally, Dreamdata is now taking on the complex world of B2B marketing by storm by helping marketing leaders optimize and connect their efforts across all marketing channels to real revenue - something that wasn’t fully possible until now. With product market fit achieved, Dreamdata is experiencing over 100% YoY growth. To maintain this momentum, we are expanding our team to further empower our customers and ensure their success. This is where you come in. We are scaling our US team and seeking a third Customer Success Manager for our NYC office. The Opportunity As a Customer Success Manager at Dreamdata, you will shape the success journey for our customers. This position is perfect for individuals passionate about CS and data-driven results, offering the opportunity to help companies solve their most challenging problems around revenue and marketing attribution. You will become an expert on the Dreamdata platform and its integrations, supporting both existing customers and the sales team during pre-sales. If you’re excited about this opportunity, you might be the CSM we are looking for! This is initially a non-commercial role focused on being a day-to-day contact and strategic advisor, driving adoption and usage, and involves technical acumen as well as marketing expertise. For candidates with commercial experience, there is the opportunity to grow into a commercial CSM and/or Account Management role. Requirements 5+ years of experience as a CSM within B2B SaaS, preferably MarTech or Big Data A proven track record of driving results for your customers and your company A strategic approach to customer management, with strong business acumen Ability to navigate complex organizations to accelerate product adoption, influence collaboration and evangelize opportunities for growth. Entrepreneurial mindset. You will have to wear many hats, all while operating independently SQL, JavaScript, and/or Website Script Tracking skills would be a significant advantage. This is a hybrid role, in office at our Hudson Yards Manhattan location Tuesday, Wednesday and Thursday each week. No exceptions for a full-time remote environment. Benefits Base Salary of $110,000-$125,000 with Customer Retention Bonus up to $30,000 Health/Dental/Vision Insurance 100% Covered Equity

Job Description About Us Atlantic is a managed services company founded nearly 70 years ago. While Atlantic’s offerings have evolved over the years with technology, our profound sense of urgency and unparalleled commitment to customer service has been a constant. Atlantic is focused on designing and delivering innovative solutions that improve our partners’ security and productivity. Atlantic’s IT Division is a key growth driver at Atlantic and a focal point of our strategy and investment. Our “Obsessed with Excellence” tag line defines our corporate culture, which, along with our vendor partnerships, curated solutions and exceptionally talented team members, differentiates us from our competition. Atlantic looks for hard-working and motivated candidates with a strong foundation of soft-skills who do not view their weekdays spent at ‘a job’ but rather look to develop valuable skills that ignite their passion and lead to a CAREER. If you’re attracted to a work hard, play hard environment and seek the guidance, training and experience necessary to achieve your career goals, you are a great fit for Atlantic! Position Overview – Customer Success Manager (CSM) As a CSM, your primary responsibility is to build and maintain strong, strategic relationships with a designated portfolio of managed services clients. You will serve as a trusted advisor to key stakeholders and business leaders, ensuring clients achieve maximum value from our services while aligning technology strategies with their business goals. Through regular engagement and a deep understanding of each client’s environment and objectives, you will act as the primary liaison between the client and our internal technical teams. Your role is both consultative and facilitative—bridging the gap between business needs and technical execution, driving satisfaction, and identifying opportunities for added value. Your core objectives in this role include: • Client Success & Value Realization – Help clients understand, measure, and maximize the business value delivered by our services and solutions., • Relationship Management & Retention – Foster long-term relationships that result in high levels of client retention and advocacy., • Issue Management & Escalation – Own and resolve client concerns outside the scope of standard service tickets, acting as an escalation point for issues requiring strategic or high-touch attention., • Strategic Growth Enablement – Identify and support cross-sell and up-sell opportunities that drive client growth and deepen engagement with our services., • Client Technical Strategy & Alignment – Translate business goals into actionable technology strategies. Guide clients in making informed IT decisions and roadmaps. Responsibilities and Duties • Develop and maintain strong relationships with clients, understanding their business needs and objectives., • Monitor customer health metrics, identify (and report and help to report and solve) potential issues, and proactively provide solutions to ensure client success, top drive client retention, • Conduct regular check-ins with clients to assess their satisfaction and gather feedback for service improvements, including the preparation and delivery of Quarterly Business Reviews., • Develop an understanding of our products and services sufficient to effectively educate clients on their value., • Collaborate with the technical teams to tailor solutions to meet client’s technical and business requirements., • Manage and resolve customer concerns and escalations in a timely and empathetic manner., • Identify opportunities for upselling and cross-selling within assigned client base., • Bachelor’s degree in Business, Communications, or a related field., • At least 2-3 years (for CSM) 3+ years (for TAM) of experience in IT business to business (B2B) client success, account management, service delivery or a similar client-facing role (preferably within the MSP industry)., • Strong interpersonal skills with a customer-focused attitude., • Excellent communication, presentation and organizational skills., • The ability to manage effectively many accounts and prioritize tasks., • A good understanding of the landscape of IT services and products at a high-level., • Strong problem solving skills and a strategic mindset., • Proficiency in ConnectWise and Microsoft Office Suite., • Experience with customer success software and tools., • Knowledge of MSP industry trends and challenges., • Competitive salary and benefits package., • As a full-time employee, you will be eligible for our comprehensive benefits program, which includes: • Medical, dental, and vision insurance plans, • 401(k) plan with Principal Financial, • Health FSA (Traditional and Limited Purpose Accounts), • HSA, • Dependent Care FSA, • Transportation Reimbursement Plans (Commuter/Parking), • Employer paid Basic Life Insurance $50,000, • Voluntary Benefits – Life & ADD, STD & LTD, Hospital, Accident, Cancer & Critical Illness, Legal, Identity Protection, Auto & Home, Pet Wellness plans, etc., • Plus, employee perks such as discounts through Savings Marketplace in addition to EAP & HealthAdvocate services, • Paid time off • Opportunities for professional growth and development., • A dynamic and supportive work environment., • An opportunity to work with leading-edge technology and a talented team.

Job Description JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR BLEECKER LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is responsible for achieving all objectives set forth by the company with a focus on client development and client sales. They will set the example in areas of customer service excellence, adherence to visual merchandising standards, and operational standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing all aspects of the store and staff, when is the most senior presence in the store. ESSENTIAL DUTIES AND JOB RESPONSIBILITIES • Achieve daily, monthly, and annual sales targets and key performance indicators., • Establish relationships with clients and manage communication consistent with James Perse., • Set the example for exceptional customer service, client experience and store standards., • Maintain the selling floor, merchandise. visuals and store standards., • Maintain and grow existing clients and reach new prospects through networking and outreach., • Support operational tasks and projects., • Open and close the store and conduct all opening and closing procedures., • Local market knowledge of clientele base and brand competitors., • Participate in special events and or projects as needed (i.e. Sample Sale, Physical Inventory, etc.)., • Adhere to all store and company procedures while maintaining operational and client experience excellence. Education • High School Diploma or GED required., • Prior experience in a retail/boutique store dealing with high-end goods, and clientele-oriented sales., • Ideally has a cultivated and established clientele following, • Candidates must also be outgoing, energetic, professional and good representatives of our brand and be able to emanate the James Perse brand lifestyle., • Strong interpersonal and communications skills both verbal and written., • Strong independent work ethic, excellent time management skills, and high level of integrity. This position pays $20.00 per hour plus commission on personal net sales. JAMES PERSE was founded over 20 years ago in Los Angeles, California by its eponymous designer. James’ signature design philosophy and aesthetic – the pairing of elegance and sophistication with simplicity and comfort – is borne from his passion for minimalist architecture and (as a Los Angeles native) his intimate familiarity with west coast indoor / outdoor living and the casual clothing inspired by it. This approach has been applied to each step in developing the JAMES PERSE brand, which has become synonymous with Southern California life and style. At the Company’s inception, James’ mission was to bring an elevated look and feel to unique baseball caps and basic tees. Two decades later, the Company has expanded to producing full lines of its famously soft and meticulously constructed modern classics for men and women, as well as home furnishings, accessories, and limited edition goods. Our collections are sold in over 40 JAMES PERSE boutiques, as well as in fine department and specialty stores around the world. Our employees are smart, creative, passionate, and service-driven individuals who meet the same superior standards we set for our products. We embrace talented people with diverse backgrounds and experiences, and support policies and practices that prohibit discrimination against any person because of race, color, national origin, religion, gender, gender identity, age, marital status, disability, sexual orientation, or any other characteristic protected by applicable law. JAMES PERSE offers competitive benefits packages, including health, dental, and vision insurance, life insurance, short-term and long-term disability insurance, flexible spending accounts, an employee assistance program, paid vacation, paid sick time, a retirement savings plan with company match, and a generous employee discount. To view and learn more about our open positions visit: We appreciate your interest in our company and look forward to hearing from you. Powered by JazzHR ZUhdlsbn18

Job DescriptionSalary: Customer Success Manager (US, Hybrid) (Must be able to commute to one of our US-based offices in Chicago, San Francisco, New York City, or Miami.) Job Summary GTreasury is the leading innovator of integrated SaaS treasury and risk management solutions for the digital treasurer. Developed using the latest technology, GTreasury helps empower organizations on their path to strategic treasury, by enabling total visibility into their cash, liquidity, payments and financial risk management. With enterprise clients spanning North America, EMEA and APAC, GTreasury is headquartered in Chicago with offices in London, Sydney and Manila. Customer success is a new and strategic department at GTreasury with a clear objective to facilitate the adoption of new products or services, reduce risk and churn, and support expansion within existing accounts. As a GTreasury Customer Success Manager, you are a critical part of our customers adoption and ongoing satisfaction. You will play a pivotal role in ensuring our customers achieve their desired outcomes (value realization) with the use of our solutions. When customers are successful GTreasury benefits through increased customer retention, solution expansion, and advocacy. As part of the Global Customer Support Team, you will help solve customers' business challenges through success planning and engagement, aligning and demonstrating the value of GTreasury solution against our customers' initiatives to deliver positive business outcomes. This includes end-to-end customer life cycle where youll manage customer adoption and growth, health, and retention in partnership with your Account Manager. This is a great role for someone who wants to be part of developing a customer success organization. What Were Looking For: • Optimism and curiosity: Optimism will allow you to see the solution through the constraints, and curiosity will allow you to chart the path to success., • Question asking and problem solving: Success plans are never the same for each customer, and so the magic lies in asking the right questions and translating into a plan that shows value., • Kind, thoughtful, and respectful with a growth mindset: It is all, always about the people and the team. Were looking for somebody who knows that software is a team sport, who values collaboration, and who is always growing and seeking to improve their own skills. What You Will Do: • Develop a trusted advisor relationship with key customer stakeholders and executive sponsors to drive product adoption and ensure customers are leveraging the solution to achieve full business value., • Be accountable for enabling customers to achieve their desired outcomes, setting them up for success during critical moments that matter in the journey, as evidence over time through product adoption., • Co-create Value Achievement & Success Plans with your customers to develop a deep understanding of their business, primary business outcomes, and tangible success metrics., • Develop, automate and scale customer lifecycle events including kickoff/onboarding, business review, feature announcements, utilization and user engagement., • Address customer inquiries, manage obstacles, and identify ways to drive additional value., • Establish periodic touchpoints to ensure customers are informed, remain engaged, and solicit general feedback., • Be an advocate and voice for our customers internally and partner with cross-functional teams to facilitate successful implementation, adoption, expansion, and renewals., • Work in partnership with Operational, Product, Engineering, Sales, and Support teams to provide customer feedback and ensure requests are resolved in a timely manner Skills & Requirements: • 5+ years of customer success, service, product, account management, or software sales experience in a B2B SaaS Solutions environment, • Ability to interact with enterprise customer teams at various levels of technical and non-technical depth, and across multiple levels from end user through C-level stakeholders while navigating tough conversations, • Strong presentation and communication skills, verbal and written, • Project management skills, with proven results working as a reliable advisor to drive business value for customers, • Highly data-driven with a dedication to following processes, • Intellectually curious and enjoys creative problem solving., • Passionate about driving and tracking a consistent engagement process with all customers in your portfolio, • Flexible approach, able to operate effectively with uncertainty and change Education Requirements: • Bachelors degree preferred, or equivalent experience What You Will Get: * • A high impact, high visibility role at a growing SaaS company that values personal growth, accountability, and the concept of good work., • A great management team and reporting structure that supports you and your growth., • A culture of open collaboration and problem solving, • An empowered role on the success team, responsible for driving business value., • Great benefits and culture., • Our benefits include:, • Salary: The expected annual median salary for this role is $105,000. Actual compensation for an individual may vary depending on skills, performance, qualifications, experience, and location., • Excellent medical, dental and vision insurance options, • HSA and FSA options + company HSA contributions, • 401K matching, • 100% paid parentalleave, • 15 paid holidays + competitivePTO, • Flexible work environment About GTreasury: GTreasury provides CFOs and Treasurers with The Clarity to Act on strategic financial decisions with the worlds most adaptable treasury platform, empowering them to face the challenges of today and tomorrow. Our industry leading solutions are purposefully designed to support every stage of treasury complexity, from Cash Visibility and Forecasting to Payments, Risk, Debt, and Investments. With GTreasury, financial leaders gain comprehensive connectivity across all banks and ERPs to build an orchestrated data environment, enabling rapid value realization with implementations up and running in weeks. Plus, our unmatched industry expertise ensures clients continued success through dedicated guidance and top-tier support. Trusted by over 1,000 customers across 160 countries, GTreasury provides treasury and finance teams with the ability to connect, compile, and manage mission-critical data to optimize cash flows and capital structures. GTreasury is headquartered in Chicago, with locations serving EMEA (Dublin and London) and APAC (Sydney, Singapore, and Manila). At GTreasury, we know that our people are what makes GTreasury great and we celebrate the unique perspectives and experiences that our diverse teams bring to the table. GTreasury is an equal opportunity employer and does not discriminate against employees or prospective candidates based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws and we strongly encourage people from underrepresented groups to apply! If you're applying for a job in the U.S. and need a reasonable accommodation for any part of the employment process, please send an email let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

Job DescriptionWalkMe, an SAP company, pioneered the Digital Adoption Platform (DAP) to enable business leaders to fully harness technology in today's complex digital landscape. By leveraging WalkMe's features—guidance, engagement, insights, and automation—employees boost efficiency, executives gain greater visibility into digital usage, and organizations maximize their digital assets, driving successful digital transformation. Together, SAP and WalkMe form a powerful partnership that revolutionizes the digital transformation journey. This collaboration allows businesses to unlock the full potential of SAP's robust ERP solutions while seamlessly enhancing user experience and productivity with WalkMe's intuitive digital adoption platform. We are seeking a Customer Success Engineering (CSE) Manager to lead, grow, and enable a high-performing CSE organization. This leader will oversee delivery execution, customer outcomes, capacity planning, and operational excellence — while driving adoption, value realization, retention, and strategic impact across enterprise accounts. The CSE Manager will set the bar for solution advising excellence, evolving a proactive methodology where engineers leverage insights, anticipate risks, reduce escalations, and accelerate customer success. This role blends people leadership, delivery oversight, enablement strategy, and cross-functional partnership.What you'll Own • Team & People Leadership, • Manage, mentor, and develop a team of CSEs — improving technical depth, advising skills, and business understanding., • Build a culture of proactivity, ownership, continuous improvement, outcome focus, and customer value creation., • Ensure CSEs demonstrate core IC competencies: solution advising, implementation, enablement, reporting/AI insight usage, and proactive risk identification., • Run structured coaching, 1:1s, shadow programs, learning paths, and development planning., • Lead hiring, capability leveling, career pathing, and talent calibration., • Drive the hiring and development of a new CSE team in 2026 — building foundational capabilities, onboarding structure, and the operating rhythm for a growing organization., • Delivery & Execution Management, • Oversee customer engagements focused on configuration, implementation, enablement, optimization, and ongoing impact delivery., • Maintain visibility into assignment timelines, capacity, blockers, and outcomes., • Ensure best practices in solution design, build, rollout, testing, and production readiness., • Validate that CSEs understand customer business cases and translate them into high-impact WalkMe solutions., • Engage directly with customers — particularly for critical, strategic, or high-risk engagements — to ensure the right plan, approach, and solution has been delivered., • Guide CSEs in delivering workshops, training sessions, office hours, and ongoing learning programs that accelerate adoption and maturity., • Customer Value, Adoption & Retention, • Drive CSAT, feature utilization, time-to-value, expansion influence, and renewal outcomes., • Ensure the team monitors usage signals, reports, workflows, and AI insights to identify risks early., • Support escalations for complex or strategic accounts while coaching IC ownership and self-resolution., • Promote a value-focused advising approach rather than task-focused execution., • Operational Excellence & Methodology Ownership, • Build and scale playbooks, documentation, frameworks, and delivery patterns for repeatable success., • Reinforce proactive work methodology — structured communication, early risk flagging, mitigation planning., • Optimize tooling, reporting, assignment intake, forecasting, and utilization workflows., • Collaborate with CSM, TAs, Sales, Support, and Product to strengthen cross-functional alignment and execution., • Translate field learnings into product feedback, feature requests, and usability improvement recommendations., • Enablement & Scaling Content, • Create and expand knowledge assets: guides, workflows, documentation, best-practice standards., • Support customer and internal enablement programs such as training, workshops, and learning series., • Define skill frameworks, expectations, and development tracks for CSE professional growth.What You Need to Succeed, • Qualifications, • 5+ years in customer-facing technical roles (CSE, Solutions Engineer, Technical Advisor, PS/Enablement roles, etc.), • 2+ years of people management or leadership experience preferred., • Strong technical understanding of SaaS/web technologies (HTML/CSS/JS), integrations, and data workflows., • Ability to understand business needs and translate them into effective WalkMe solutions., • Skilled in report interpretation and AI insight usage to drive decisions and actions., • Excellent communication and stakeholder management across business and technical teams., • Strong organizational skills with ability to manage multiple workstreams and priorities., • Passion for coaching talent, improving operational maturity, and driving measurable outcomes., • Nice to Have, • Experience with WalkMe or digital adoption platforms., • Familiarity with SAP, enterprise integration patterns, IDP/SSO configuration, extensions/snippet deployment., • Background in customer enablement, advisory programs, or technical training., • Experience scaling self-serve maturity and knowledge resources.Success in the role, • CSE team delivers consistently and with high quality across strategic work., • Customer adoption grows through proactive insights, advising maturity, and business alignment., • Escalations decrease as risks are identified and mitigated early., • Playbooks, documentation, and repeatable delivery assets reduce variability and accelerate execution., • CSEs operate with proactive rhythm — leveraging data/AI signals to drive outcomes rather than respond to issues.

Job Description The Customer Solutions Advisor, Enterprise is a customer-focused, outcome-driven technical specialist who helps organizations transform the way they communicate, collaborate, and engage through immersive visual experiences. This role partners with corporate, education, healthcare, and public-sector customers to design solutions that deliver measurable business impact, improving communication, efficiency, and audience engagement. Rather than focusing on individual products, this position connects customer goals to outcomes powered by Vizrt’s integrated ecosystem, including real-time graphics, automation, cloud production, and virtual studios. The ideal candidate understands enterprise communication workflows, can design scalable solutions, and effectively demonstrates how technology drives real-world results. This role can be based anywhere in the United States and requires occasional travel. Requirements Customer Engagement & Advisory • Lead discovery sessions to understand the customer’s vision, challenges, and success criteria., • Focus on desired outcomes, such as improved communication impact, reduced production complexity, or enhanced audience engagement, and design solutions that achieve those outcomes., • Translate strategic goals into measurable value propositions supported by Vizrt technologies., • Advise customers across verticals such as corporate communications, higher education, healthcare, and public sector., • Build lasting relationships with communications leaders, IT managers, and production teams by providing consultative insight, not just technical guidance. Solution Design & Workflow Support • Design end-to-end enterprise communication workflows that deliver outcomes such as increased employee alignment, brand consistency, and improved message retention., • Integrate Vizrt technologies, graphics, automation, cloud, and video platforms into unified, outcome-based solutions., • Create workflow diagrams, integration plans, and architecture outlines that show how each solution addresses business challenges., • Ensure solutions are efficient, secure, scalable, and aligned with each organization’s goals., • Collaborate with Product Management, R&D, and Professional Services to validate and implement customer solutions effectively. Demonstrations & Presentations • Deliver engaging demonstrations that show how Vizrt solutions drive results such as higher audience engagement, faster content creation, or streamlined hybrid event production., • Tailor demos to customer objectives across executive communications, training, education, public information, or virtual events., • Conduct live or virtual workshops with creative, communications, and IT stakeholders to demonstrate real business impact. Sales Partnership • Support Sales by articulating the why behind each solution, linking capabilities to tangible customer outcomes., • Assist with proposals, scopes, and opportunity plans that frame value in business terms., • Help identify expansion opportunities where customers can extend value across new departments or channels. Cross-Functional Collaboration • Work with Professional Services to plan outcome-based POCs and solution rollouts., • Share insights from the field with Product Management to ensure future capabilities align with customer needs., • Collaborate with Marketing and Customer Success to capture customer stories and outcomes. Required Experience • Experience designing or supporting enterprise communication, learning, or event workflows., • Ability to link technology capabilities to measurable business results and user outcomes., • Hands-on experience with Vizrt solutions or similar platforms for production, graphics, or automation., • Strong understanding of enterprise communication and collaboration ecosystems (corporate studios, internal streaming, hybrid classrooms, and digital events)., • Exceptional communication and storytelling skills and able to explain complex workflows in clear business terms., • Fluent in English; additional languages are a plus. Preferred Qualifications • 2+ years in Pre-Sales, Solutions Engineering, Broadcast, AV Integration, or Unified Communications., • Experience in corporate, higher education, healthcare, or public-sector communication environments., • Familiarity with cloud and IP-based production workflows (AWS, Azure, NDI, SRT, automation)., • Understanding of enterprise security, compliance, and IT integration requirements. Competencies • Deep customer empathy and the ability to uncover and shape outcomes., • Strategic thinking and able to connect customer goals with technical solutions., • Excellent communication and visual storytelling skills., • Strong organization, prioritization, and follow-through., • Collaborative and proactive approach across departments and time zones., • Comfortable leading technical discussions and solution design sessions. Travel Requirements • Ability to travel within the United States as needed for meetings, demonstrations, and events., • Occasional international travel may be required. Reporting Reports to: Director or Vice President, Customer Solutions Advisory Location Requirement • Based anywhere in the United States, • Must have the ability and willingness to travel as required Benefits Across Vizrt, we all work with our shared purpose in mind; to deliver more stories, better told. That is because we believe that stories have the power to impact not just the audience, but the teller as well. A well-crafted and well-delivered story can change the world. We strive and innovate to deliver the best software-defined visual storytelling tools to the world’s storytellers across broadcast, media, public service, enterprise, not-for-profit, education, health, houses of worship, in fact wherever there is a need to educate, entertain or inform. Because that is what stories do, it is why they are important 4 billion humans see the stories that our customers tell every day. So, for us diversity is not an optional objective, it is a simple reality. Our customers’ customers are diverse, our customers are diverse, Vizrt gains strength from being diverse It is true that we hold our diversity to be essential, it is something we constantly nourish and pay attention to, but it is not something we take for granted. We do not tolerate discrimination or harassment. We champion inclusion and we value each other’s stories, and we relish their telling We offer a comprehensive benefits package that includes: • Health Insurance: Comprehensive medical, dental, and vision insurance plans to keep you and your family healthy, • Paid Time Off: Generous vacation days, sick leave, and holidays to ensure you have a work-life balance, • Recruiter Screening, • Team Interview, • Case Interview, • Final Interview

Job DescriptionWalkMe, an SAP company, pioneered the Digital Adoption Platform (DAP) to enable business leaders to fully harness technology in today's complex digital landscape. By leveraging WalkMe's features—guidance, engagement, insights, and automation—employees boost efficiency, executives gain greater visibility into digital usage, and organizations maximize their digital assets, driving successful digital transformation. Together, SAP and WalkMe form a powerful partnership that revolutionizes the digital transformation journey. This collaboration allows businesses to unlock the full potential of SAP's robust ERP solutions while seamlessly enhancing user experience and productivity with WalkMe's intuitive digital adoption platform. WalkMe pioneered the Digital Adoption Platform (DAP) to empower business leaders to realize the promise of technology in today's overwhelming digital world. Through WalkMe's guidance, engagement, insights, and automation, employees are more efficient, executives have better visibility into digital usage, and organizations maximize the full value of their digital assets to empower digital transformation. The Customer Success Engineer (CSE) role is a highly technical position that works directly with WalkMe’s customers to ensure their success with our platform. The CSE is responsible for supporting all CS regions with customer engagements, providing technical expertise, and delivering solutions that drive customer value.What You'll Own • Implement small scope, high impact WalkMe solutions to drive value for at risk or high opportunity customers., • Provide technical support for WalkMe products, including configuration, troubleshooting, and best practices., • Assist customers with the implementation and integration of WalkMe solutions., • Develop and maintain strong relationships with customers, serving as their trusted advisor., • Collaborate with internal teams, including sales, product, and support, to resolve customer issues and advocate for customer needs.What You Need To Succeed, • Strong understanding of user behavior and how to improve user engagement through WalkMe with a focus on VALUE., • Familiarity with HTML, CSS, and JavaScript to customize and integrate WalkMe elements into web applications., • Problem-solving skills, capable of troubleshooting and resolving issues related to WalkMe implementations., • Experience working in an agile development environment is a plus., • Proven time management skills., • Expanded knowledge of deployment and integration capabilities is a plus., • Ability to learn new functionality quickly., • Excellent written and verbal communication skillsWhat Sets Us Apart, • At WalkMe, we are dedicated to building a workforce that reflects the diversity of our global community and clients we serve through inclusive programs and initiatives including equal pay, employee resource groups, holistic benefits and more. We are committed to fostering an inclusive culture which celebrates the unique experiences and perspectives each Team Member brings to the workplace., • We seek to hire and develop the best talent, bringing a range of perspectives, experiences and background to the DAP category. This helps us better meet the diverse needs of our global communities and clients with creativity, insight, and market innovation. We welcome and encourage applicants from across different genders, gender identity and expression, sexual orientation, race, age, national origin, citizen status, religion, body size, socioeconomic status, ability, neuro(a)typicality, physical appearance, veteran status or any other characteristic., • We value collaboration and understand the importance of a healthy work-life balance . To support, we offer:, • Flexible Work Arrangements: We offer hybrid and flexible hours to help manage work commitments and personal life effectively., • Supportive Culture: We focus on the whole person, celebrating what makes us unique, and create space for community., • Professional Development: We encourage continuous learning and offer opportunities for career development through our career compass offering., • Comprehensive Health Care Coverage for our Employees and Families, 401(k) program with company matching (up to $5,000), and a vacation policy to encourage a healthy work-life balance., • WalkMe is recognized as a Star Performer in DAP for the 2nd year in a row!

Job Description JAMES PERSE IS CURRENTLY HIRING A PART TIME SENIOR CLIENT ADVISOR FOR OUR BLEECKER LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is responsible for achieving all objectives set forth by the company with a focus on client development and client sales. They will set the example in areas of customer service excellence, adherence to visual merchandising standards, and operational standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing all aspects of the store and staff, when is the most senior presence in the store. ESSENTIAL DUTIES AND JOB RESPONSIBILITIES • Achieve daily, monthly, and annual sales targets and key performance indicators., • Establish relationships with clients and manage communication consistent with James Perse., • Set the example for exceptional customer service, client experience and store standards., • Maintain the selling floor, merchandise. visuals and store standards., • Maintain and grow existing clients and reach new prospects through networking and outreach., • Support operational tasks and projects., • Open and close the store and conduct all opening and closing procedures., • Local market knowledge of clientele base and brand competitors., • Participate in special events and or projects as needed (i.e. Sample Sale, Physical Inventory, etc.)., • Adhere to all store and company procedures while maintaining operational and client experience excellence. Education • High School Diploma or GED required., • Prior experience in a retail/boutique store dealing with high-end goods, and clientele-oriented sales., • Ideally has a cultivated and established clientele following, • Candidates must also be outgoing, energetic, professional and good representatives of our brand and be able to emanate the James Perse brand lifestyle., • Strong interpersonal and communications skills both verbal and written., • Strong independent work ethic, excellent time management skills, and high level of integrity. This position pays $20.00 per hour plus commission on personal net sales. JAMES PERSE was founded over 20 years ago in Los Angeles, California by its eponymous designer. James’ signature design philosophy and aesthetic – the pairing of elegance and sophistication with simplicity and comfort – is borne from his passion for minimalist architecture and (as a Los Angeles native) his intimate familiarity with west coast indoor / outdoor living and the casual clothing inspired by it. This approach has been applied to each step in developing the JAMES PERSE brand, which has become synonymous with Southern California life and style. At the Company’s inception, James’ mission was to bring an elevated look and feel to unique baseball caps and basic tees. Two decades later, the Company has expanded to producing full lines of its famously soft and meticulously constructed modern classics for men and women, as well as home furnishings, accessories, and limited edition goods. Our collections are sold in over 40 JAMES PERSE boutiques, as well as in fine department and specialty stores around the world. Our employees are smart, creative, passionate, and service-driven individuals who meet the same superior standards we set for our products. We embrace talented people with diverse backgrounds and experiences, and support policies and practices that prohibit discrimination against any person because of race, color, national origin, religion, gender, gender identity, age, marital status, disability, sexual orientation, or any other characteristic protected by applicable law. JAMES PERSE offers competitive benefits packages, including health, dental, and vision insurance, life insurance, short-term and long-term disability insurance, flexible spending accounts, an employee assistance program, paid vacation, paid sick time, a retirement savings plan with company match, and a generous employee discount. To view and learn more about our open positions visit: We appreciate your interest in our company and look forward to hearing from you. Powered by JazzHR KuuIgILz4C

Job Description The Client Director is responsible for managing key client relationships across the US region. This role is critical in ensuring exceptional service, strategic account growth, and long-term client partnerships as we continue to expand our presence in the region. As a senior member of the Client Services team, you will act as a key advisor to the Chief Client Officer (CCO) and regional leadership, while also mentoring and supporting Client Services Managers as we grow out the team. The role requires a strong ability to drive revenue growth through strategic upsell and cross-sell opportunities, refine internal processes, and collaborate closely with internal creative and production teams to ensure seamless project execution. Responsibilities • Manage key client relationships, ensuring exceptional service and strategic account growth., • Provide support and mentor Client Services Managers., • Act as a senior advisor to the CCO and Heads of Client Services on key accounts and client strategies., • Leading Tier 1 accounts and supporting key strategic initiatives., • Driving revenue growth through upsell/cross-sell opportunities., • Serve as the primary point of contact for Tier 1 clients, managing client satisfaction and business outcomes., • Work with the CCO to identify and implement improvements in client care operations., • Partner with internal teams to ensure the successful delivery of client projects. Requirements -Proven experience as a successful relationship manager in a creative or advertising agency -Excellent communication skills to a range of audiences -Ability to build rapport -Time management and planning skills -Ability to multitask and operate in a high pace environment -A positive team player able to build strong collaborative relationships -Strong understanding and experience of Microsoft Office and Google workspace -Experience in customer support is a plus -Familiarity with real estate, architecture or luxury marketing sectors is desirable Benefits • Salary: $100,000 to $120,000 dependent on experience, • Bonus Scheme: based on annual company performance, • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k), • Gym membership, • Fantastic office environment in a nice location

Job DescriptionAmalgamated Bank is seeking a Licensed Retail Banking Representative! Under general supervision, but following established policies and procedures, this position will provide potential and existing customers with high quality customer service in a broad variety of activities (including, but not limited to, life insurance products and general banking needs in branch and at off-site events). The Licensed Retail Banking Representative will need to identify customers or potential customers for an in-depth financial review with the dedicated Financial Advisor. This role will be called upon to work both the Teller and Customer Service areas, according to business needs. This role will also support branch management in achievement of Branch performance metrics and participate in Branch campaigns and promotions. Essential Job Functions: Customer Service Duties: • Perform all aspects of opening and maintaining a variety of accounts in accordance with Bank policy and procedures, including but not limited to the Bank’s CIP and customer service policies, • Proactively present and cross sell Bank products, through probing questions and offer appropriate products and services based on customer responses. This is accomplished by utilizing the Client Relationship Notes form with current or potential customers. Participate in Bank promotions and sales campaigns to achieve Branch performance metrics, • Actively promote the Bank and its products and services. This will include setting - up a table outside the branch and handing out information when necessary, • Participate in off-site sales calls, branch networking, and community and CRA activities, • Resolve customer complaints regarding sales, service or account issues. Respond to customer inquiries or complaints in person or over the phone in a professional manner, which may include preparing and submitting written correspondence to respective departments, • Maintain correspondence with customers and back office by following-up to ensure resolution, • Greet customers in a professional manner that creates a welcoming environment; this includes proper acknowledgement and introduction in accordance with Bank policies, • Demonstrate a comprehensive understanding of specific Bank products and services while matching those products and services to individual customer needs, • Review and verify all previous days’ work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts, • Approve checks (up to authorized limit) using knowledge of account history and account information on file, • Perform various administrative duties as directed by Manager, • Monitor customer preferences to determine focus of sales efforts, • Contact new and existing customers to discuss their needs, and to explain how these needs could be met by specific bank products including but not limited to Life products and services, • Perform all RBR duties such as issuance of official checks, accept payment for rental of safe deposit boxes, process deposits/withdrawals, cash checks, loan payments, etc., • Assist other RBR’s in balancing daily transactions, verifying tickets and daily balancing of the teller area. Help RBR’s with complex work-related matters (i.e. check cashing), • Research and investigate customer claims in matters relating to transaction discrepancies, in order to help resolve issues for customers in a timely manner, • Assist Officers in performing various Branch functions and Branch reports, as requested, • Render priority services to customers in need of special handling, • Perform various related clerical duties as directed, • Knowledge and compliance with investment guidelines and regulatory requirements, including continuing education and certifications, • Bachelor’s degree or equivalent work experience, • Must have State Life Insurance license, • Three years of branch operations experience and strong aptitude for sales, • Must be flexible to work and/or transfer throughout the network, on an as needed basis, • Strong interpersonal and communication skills to build rapport with prospective and existing customers, • Detailed knowledge of banking procedures, regulations and all Branch related functions and terminal systems Our job titles may span more than one career level. The actual base pay is dependent upon many factors, such as training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.

Job Description About SmartAsset: SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator's list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion. *Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards. About the Job: We are seeking energetic sales professionals who are passionate about developing relationships and creating positive user experiences. As a Client Experience Specialist, you will join the fastest growing part of our business, helping thousands of Americans find and speak with financial advisors throughout the country. Client Experience Specialists are the frontline voice for the company and play an integral part of our success as we facilitate communication and schedule meetings between investors and financial advisors. You will play a substantial role in driving that success. This is a remote position with a fixed schedule of Monday through Friday from 9am to 6pm EDT. Responsibilities: • Engage directly with consumers by performing a high volume of outbound phone calls (200+ calls/day expected)., • Consistently meet or exceed individual and team performance metrics, including both qualitative and quantitative goals., • Serve as a trusted guide for users navigating the process of connecting with vetted financial advisors., • Proactively contact users who have expressed interest and schedule advisor consultations, ensuring a seamless experience., • Utilize a combination of customer service best practices and scripted messaging to deliver a tailored, high-quality experience., • Accurately log all user interactions, challenges, and outcomes in our internal CRM system., • Identify and escalate recurring user pain points to improve the overall experience., • Contribute to ongoing improvements by sharing insights and suggestions with team leads and cross-functional partners., • 1+ years of high-volume call center experience required, • Comfortable in an environment where quota attainment and conversion metrics are heavily emphasized, • Ability to learn and quickly adapt based on user and business needs, • Organized, detail-oriented, and excellent time-management skills, • Prolonged periods of sitting at a desk and working on a computer, • Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive., • Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs., • Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind., • Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role., • Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters. California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* Salary: $45k + $15k Variable Commission + equity + benefits. Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States

Job DescriptionAdora is building the next generation of AI-native marketing tools to help brands connect with customers in more intelligent, efficient, and effective ways. Backed by top-tier investors, we're at a pivotal moment of growth—and we're looking for a Customer Success Manager who can drive client satisfaction, retention, and growth through our innovative AI platform. Role Overview: We're seeking a customer-focused professional to join our team as a Customer Success Manager. In this role, you will serve as the primary point of contact for our clients, ensuring they maximize value from our AI-powered marketing platform while achieving their business objectives. You'll guide clients through onboarding, adoption, and expansion phases, combining deep product knowledge with strategic account management to drive long-term success and growth.What You'll Own: • Manage a portfolio of client accounts, serving as their trusted advisor and primary point of contact, • Lead client onboarding processes, ensuring smooth implementation and adoption of our AI platform, • Conduct regular check-ins, business reviews, and success planning sessions with key stakeholders, • Identify expansion opportunities and collaborate with sales teams to drive account growth, • Monitor client health metrics, usage patterns, and satisfaction scores to proactively address concerns, • Troubleshoot client issues and coordinate with product and engineering teams for resolution, • Create and maintain customer success documentation, playbooks, and process improvements, • Advocate for client needs internally and provide product feedback to development teams, • Support contract renewals and work to minimize churn through proactive relationship managementWho You Are:, • 5+ years of experience in customer success, account management, or client services roles ideally in startup environments, • Experience with paid media platforms or advertising technology required, • Thrives in ambiguous, fast-changing environments where processes are still being defined, • Proven track record of managing client relationships and driving customer retention/expansion, • Strong understanding of SaaS business models and customer lifecycle management, • Excellent communication and presentation skills with ability to engage C-level executives, • Analytical mindset with experience using customer success platforms and data analysis tools, • Problem-solving abilities with a proactive approach to identifying and addressing client needs, • Experience working in fast-paced startup environments and managing multiple accounts simultaneously, • Strong organizational skills with attention to detail and process optimization, • Bachelor's degree in Business, Marketing, Communications, or related field preferredWhat We Offer:, • Competitive salary, stock, and benefits package, • A collaborative, inclusive, and dynamic work environment in a high-growth start-up, • Opportunities for professional growth and development, • Be first at a new, hot, growing company in a dynamic industry

Job Description US Customer Success Executive (CSE) No salary information has been added to this job. View job Keywords B2B SaaS Customer Success Data Privacy CSE New York Location Hybrid - New York City (minimum of 2-3 days a week from the office) SHAPE THE FUTURE OF PRIVACY WITH USERCENTRICS Usercentrics are a global leader in Consent Management Platforms (CMPs), helping organizations comply with privacy regulations while building trust with their users. Our solutions empower businesses to manage user consents across websites and apps in line with GDPR, CCPA, and other global data privacy laws - serving 100+ countries and supporting over 61 million user consents daily. We’re growing fast, especially in the U.S. and are now looking for a proactive, and results driven Customer Service Executive to join our North America HQ in New York City. This is an outstanding opportunity to start your SaaS sales career in one of the most dynamic and fast-growing segments of the tech industry: privacy-led marketing. As a Customer Success Executive (CSE) you will be responsible for managing a high-value portfolio of strategic customers using the Usercentrics product suite . Your primary focus will be ensuring customer satisfaction, identifying growth opportunities, and driving long-term success. You will act as a trusted advisor, guiding customers through best practices, coordinating across internal teams, and developing customized success plans to maximize their ROI. Your main focus will be to drive growth success and customer journeys. Your Tasks Strategic Customer Success & Relationship Management • Develop a deep understanding of each customer’s business goals, compliance needs, and success metrics., • Conduct regular business reviews to ensure alignment between customer objectives and our platform’s capabilities. Customer Success Planning & Execution • Provide personal onboarding support and implementation/consultation (with Customer Engineer support), • Develop and implement Customer Success Plans (CSPs) tailored to each enterprise account, outlining goals, key milestones, and success metrics., • Guide customers through product adoption, best practices, and ongoing optimization to ensure long-term value. Upsell & Expansion Strategy • Identify upsell, cross-sell, and renewal opportunities by understanding customer needs and business challenges., • Work closely with Product, Marketing and Customer Success teams to position upgrades, add-ons, and expanded use cases. Internal Coordination & Cross-Functional Collaboration • Partner with Product, Support, Sales, and Customer Engineering teams to deliver a seamless customer experience., • Experience: 3+ years in Customer Success, or a related role, preferably in SaaS, data privacy, or compliance technology., • Strategic Thinking:Ability to develop and execute customer success plans for enterprise clients., • Relationship Building: Strong communication and interpersonal skills to build trust with senior stakeholders., • Problem-Solving:Analytical mindset to identify challenges and propose effective solutions., • Sales & Negotiation: Ability to recognize and act on upsell and expansion opportunities., • Collaboration: Experience working cross-functionally with Product, Sales, and Support teams. Benefits BENEFITS INCLUDE • 401K plan contribution, • 20 paid vacation days (PTO), • Health insurance, • Development Budget for every employee, • Hybrid workplace, • Online yoga sessions, • Headspace App, • Events - Team Buildings, happy hours, parties/get togethers, occasional company covered breakfasts/lunches, in/across offices, online/in person etc., • Gifts - We celebrate life & work milestones at UC (work anniversaries, new bom babies and similar), • Snacks, fruits, coffee and drinks in the office The annual base salary range for this position is outlined below. Compensation within this range is determined based on a variety of factors, including geographic location, role-specific skills, relevant experience, and internal equity. At Usercentrics, we are committed to transparent and equitable compensation practices. Salary Range: $80,000–$90,000 base salary, plus a healthy variable bonus Don’t meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Usercentrics we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles. Why join Usercentrics? • Joining Usercentrics means becoming part of a fast-growing, diverse and international team of tech enthusiasts and entrepreneurially-minded who build our success story together, • Company culture is important to us - we strive to continuously develop a positive, vibrant and inspiring environment that enables everyone to thrive both personally and professionally, • Get involved! We have plenty of initiatives and love to see people from all department enthusiastically participating and shaping our future together in different cross-department projects, • Your work-life balance is important to us too - we offer flexible working hours, hybrid working and the possibility of workcations (in accordance with our company policy), • We always remember to have fun along the way, both in our day-to-day work and at our regular team events on site in our offices in Munich, Copenhagen, Odense, Lisbon, Prague, Buenos Aires and New York City, • You are the most valuable asset to our company which is why we’re happy to offer awesome benefits like our personal development budget, job-related language courses and a lot more (depending on your location) to focus on your well being.

Job Description Yotpo is leading the next era of trust and loyalty in eCommerce. With AI-powered Reviews and Loyalty solutions, we help brands turn browsers into customers and customers into advocates. Through deep integrations across the eCommerce ecosystem and the trust of over 30,000 global brands, Yotpo delivers seamless omnichannel experiences that increase conversion, strengthen customer relationships, and drive profitable, long-term growth. We're looking for a strategic and experienced Customer Success Manager to join our Upmarket team and lead relationships with some of the world's most recognized eCommerce brands. In this role, you'll act as a trusted advisor—owning relationships end-to-end, driving measurable business outcomes, and ensuring customers achieve success and growth across Yotpo's platform. • Own customer relationships post-onboarding through renewal, developing success plans that align with business goals and measurable outcomes, • Deliver a true consultant perspective in every interaction—creating tailored strategies based on each customer's goals, challenges, and opportunities, • Partner closely with Account Managers to drive retention, expansion, and accurate revenue forecasting, • Proactively track adoption and performance metrics, managing risk through regular engagement and leading resolution strategies when challenges arise., • Lead strategic QBRs and executive-level conversations that align Yotpo's roadmap to customer objectives., • Build and maintain strong, multi-threaded relationships with stakeholders across enterprise organizations, from day-to-day operators to C-suite executives., • Collaborate cross-functionally across global teams with Product, Sales, Marketing, and R&D to deliver a seamless, high-impact customer experience., • Independently pilots client escalations, framing issues constructively, and aligning stakeholders on resolution paths., • Advocate for customer needs internally, influencing product innovation and roadmap priorities. Ability to translate complex customer needs into actionable solutions for our product and engineering teams., • 3-5 years of CS or Account Management experience required (ideally from a MarTech company), • A strategic advisor skilled in managing complex customer relationships and engaging C-suite leaders., • Analytical and data-driven, using insights to measure performance and demonstrate business impact., • Commercially savvy, with a strong understanding of renewal, retention, and expansion levers., • Collaborative and effective at aligning cross-functional teams toward shared goals., • An exceptional communicator and storyteller with strong presentation and executive engagement skills., • Solutions-oriented, with excellent problem-solving and analytical capabilities. About Yotpo US: • 100% coverage of employee medical premiums; 90% coverage for dependent/family premiums., • 100% coverage of employee dental + vision premiums., • Comprehensive life and disability insurance., • Flexible Time Off (FTO) policy, sick time, and paid holidays., • Equity in options., • Company sponsored 401K matching., • Pre-tax Commuter and Healthcare benefits., • Comprehensive paid leave for new parents and Dependent Care FSA., • Individualized career development, rewards and recognition., • Wellness and philanthropic programming and events. Yotpo is for everyone, and we're committed to anti-racist work. We welcome and employ people regardless of race, color, gender identity, religion, genetic information, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or Veteran status. We are proud to be an equal opportunity employer, a place where your voice is heard and your perspective is encouraged. Come join us and help us build a global company where we're all proud to belong. Base salary $100,000- 130,000 In addition to base salary, this role includes a variable compensation component. Base salary ranges are determined by multiple factors unique to each candidate, including skills and local market benchmarks. #LI-Hybrid

Job Description At Similarweb, we are revolutionizing the way businesses interact with the digital world by revealing to them everything that happens online. Our unique data and solutions empower over 6,000 customers globally, including industry giants like Google, eBay, and Adidas, to make game-changing decisions that drive their digital strategies. In 2021, we went public on the New York Stock Exchange, and we continue to reach new heights. Work alongside Similarwebbers from around the globe who are bright, curious, practical, and genuinely good people. We are looking for a Customer Success Manager to join our Client Services Team. This role will report to our Senior Team Manager, Customer Success. Why is this role so important at Similarweb? The CSM's ability to create relationships with the clients, and help them extract real business value, using Similarweb's platform, is essential to keeping clients engaged with Similarweb for years. • The CSM is in the front line, bringing our platform and data to life for the client Your role as part of the Client Services Team means your daily responsibilities may include: • Lead, manage, and expand long-term customer relationships; focus on understanding the client's KPIs to ultimately drive positive business outcomes, • Act as a trusted partner and advisor to customers by providing actionable insights that will help clients achieve their business goals using our cutting-edge data, • Identify and mitigate churn risks, implementing proactive measures to retain customers and enhance their experience, • Ensure our users are engaged with the platform and understand the value ("the so what?") it brings them towards achieving their goals, • Solid understanding of the digital marketing space and trends, • Client facing experience, • Strong relationship-building skills –the ability to quickly build rapport and establish trust (both internally and with clients), • Analytical and consulting mindset with the ability to turn data into a story, • Experience producing high-quality decks and decks and client-facing materials, • Excellent problem-solving and critical-thinking skills, • Team player who can collaborate effectively with colleagues and business partners The base salary range for this position in New York City is $66,000 to $112,000 + benefits including: medical, dental and vision insurance, 401K plan, potential equity, employee stock purchase plan and paid sick and parental leave. In addition, this position is eligible to participate in the company's sales incentive plan, with a maximum target OTE of up to $140,000, depending upon the final terms of employment and achievement of established targets. Individual compensation is based upon several factors, including qualifications and relevant experience. The base salary range above is for the New York City metro area and could vary for candidates in other locations. Why you'll love being a Similarwebber: You'll actually love the product you work with: Our customers aren't our only raving fans. When we asked our employees why they chose to come work at Similarweb, 99% of them said "the product." Imagine how exciting your job is when you get to work with the most powerful digital intelligence platform in the world. You'll find a home for your big ideas: We encourage an open dialogue and empower employees to bring their ideas to the table. You'll find the resources you need to take the initiative and create meaningful change within the organization. We offer competitive perks & benefits: We take your well-being seriously and offer competitive compensation packages to all employees. We also strongly emphasize community, with regular team outings and happy hours. You can grow your career in any direction you choose: Interested in becoming a VP or want to transition into a different department? Whether it's Career Week, personalized coaching, or our ongoing learning solutions, you'll find all the tools and opportunities you need to develop your career right here. Diversity isn't just a buzzword: People want to work in a place where they can be themselves. We strive to create a workplace that is reflective of the communities we serve, where everyone is empowered to bring their full, authentic selves to work. We are committed to inclusivity across race, gender, ethnicity, culture, sexual orientation, age, religion, spirituality, identity and experience. We believe our culture of equality and mutual respect also helps us better understand and serve our customers in a world that is becoming more global, more diverse, and more digital every day. Please note: We're unable to sponsor employment visas at this time. #LI-KZ #LI-Hybrid We will handle your application and information related to your application in accordance with the Applicant Privacy Policy available here.

Job Description Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format. Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care. By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare. Objective of the Role The RWE Sales Specialist is responsible for driving growth with biopharma customers by leveraging Datavant's portfolio of real-world evidence (RWE) solutions, analytics platforms, and services. This role will partner closely with Client Partners across key accounts for co-selling, account planning, and evidence strategy alignment. You will serve as a trusted advisor on the use of real-world data (RWD) and RWE to support regulatory, market access, and HEOR needs — representing the voice of the customer and ensuring that Datavant's offerings meet evolving evidence generation requirements. The ideal candidate is comfortable leading complex, multi-stakeholder sales cycles and brings deep expertise in real-world data, evidence platforms, and outcomes research. Responsibilities of the Role • Prospect & Generate Leads: Develop and execute strategic plans to identify and target new business opportunities in biopharma, healthcare, and life sciences with a focus on organizations investing in real-world evidence strategies for regulatory submissions, market access, and clinical development., • Build Pipeline: Proactively engage prospects via outbound calls, emails, and industry networking to build a robust pipeline of opportunities related to Aetion's evidence generation and analytics solutions., • Close Deals: Own the full sales process — from initial outreach to contract closure — ensuring alignment between customer evidence needs and Aetion's RWE offerings, including the Aetion Evidence Platform (AEP) and associated data and consulting services., • Client Engagement: Present Aetion's value proposition in RWE and RWD analytics through compelling demonstrations and business cases that highlight regulatory-grade evidence generation, comparative effectiveness, and real-world outcomes research. Engage with senior stakeholders including heads of HEOR, RWE, Market Access, and Clinical Development., • Collaborate Cross-Functionally: Partner with marketing, product, and science teams to deliver tailored RWE solution proposals, ensuring alignment with client data strategies, evidence frameworks, and regulatory expectations (e.g., FDA, EMA guidance)., • Market Expertise: Stay current on RWE market dynamics, regulatory guidance for real-world data, and competitor offerings to position Aetion as a strategic leader and partner of choice in the evidence generation ecosystem., • Forecasting & Reporting: Maintain accurate pipeline management and forecasting in CRM systems, with attention to evidence project cycles, platform usage models, and customer expansion opportunities., • Proven Track Record: 10+ years of successful sales experience, ideally in healthcare, life sciences, or SaaS; with a strong preference for experience selling RWE, HEOR, or data analytics solutions., • RWE Expertise: Deep understanding of real-world data sources, evidence generation methodologies, and use cases across the product lifecycle — from clinical development to commercialization., • Hunter Mentality: Skilled at identifying, developing, and closing new RWE-focused opportunities with top biopharma clients., • Sales Expertise: Experience managing complex, consultative sales cycles involving scientific, commercial, and data stakeholders., • Presentation Skills: Exceptional ability to communicate scientific and technical value propositions to diverse audiences, including C-suite and RWE/HEOR leadership., • CRM Proficiency: Experienced in CRM management for tracking RWE opportunity pipelines and forecasting revenue growth., • Industry Knowledge: In-depth knowledge of RWE market trends, regulatory guidance, and payer evidence needs is essential., • Collaborative Team Player: Comfortable working with cross-functional science, data, and product teams in a fast-paced, mission-driven environment., • Communication Skills: Strong written and verbal communication skills, capable of translating complex RWE concepts into impactful narratives for decision-makers. #LI-BC1 We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services. The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job. This role is eligible for additional variable compensation. The estimated base salary range (not including variable pay) for this role is:$136,000—$170,000 USD To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion. This job is not eligible for employment sponsorship. Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here. Know Your Rights, explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way. Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, by selecting the 'Interview Accommodation Request' category. You will need your requisition ID when submitting your request, you can find instructions for locating it here. Requests for reasonable accommodations will be reviewed on a case-by-case basis. For more information about how we collect and use your data, please review our Privacy Policy.

Job Description What does a great Client Success Manager do? An InvestCloud Client Success Manager is responsible for maintaining deep customer relationships to drive account revenue retention and growth. By collaborating with internal partners, the Client Success Manager delivers exceptional service and a valuable solution. This position sits within our APL business unit, and will manage and defend a book of business aligned by customer segment within a geography. The CSM will be accountable for the commercial close of all deals and retention of existing business. The Client Success Manager will also open larger solution opportunities and introduce Sales and Customer Success Managers. Responsibilities • Make the Client Happy, • Driving Relationship Governance to ensure that we’re making the client(s) happy at a personal level, • Connect with business sponsor on weekly basis while in delivery (monthly if not in delivery), • Maintain relationship powermap. If change in sponsors, build relationship with new sponsors, • Identify personal win for client and Drive alignment between InvestCloud and personal win, • Driving Executive Governance – Enforce executive governance on a monthly basis (quarterly if not in delivery) to ensure that Investcloud and the client are aligned on the status of the relationship and have an opportunity to drive resolution where necessary. Schedule a prep, Ensure the right people are in the room from the client and from InvestCloud, issue meeting minutes, • Build and long-term trusted advisor relationship within their accounts at C-Suite and E-Suite levels. Identify personal win for client and Drive alignment between InvestCloud and personal win, • Drive collection of NPS and, • Drive Operational and Service Excellence, • Ensure Alignment to Business Objectives: Understand the client’s business objective, ensure that the business objectives are being met (e.g. ensure that business kpi’s are being met), • Manage Closure of Open Issues: Understand open issues and work with appropriate teams to drive closure, • Escalate Timely and Effectively: Escalate outstanding issues to senior management, the appropriate escalation path, amber flag, red flag, • Ensure SLA’s are In-Line: Being aware when SLA’s are breached, escalating through the appropriate internal and external channels, • Do a weekly ticket review and work with the platform success team to drive ticket resolution, • Defend Revenue, • Manage Renewals: Manage the renewal process (timing, initiation, annual CPI increase, floor and incremental fees, liability clauses, interacting with legal, the art of negotiation) to drive new value to client and maximum ARR for InvestCloud, • Manage Account receivables: Ensure clients are paying and account receivables are current to drive optimal cash flow for InvestCloud, • Monitor usage of current platform and take action to drive and grow usage, • Grow Revenue, • Maintain solid understanding of InvestCloud propositions to initiate conversations and raise interest., • Drive growth by expanding InvestCloud footprint within accounts.in terms or client relationships and in terms of product, • Maintain and Executing Against Account Plan: Develop, maintain, and execute on account plan, • Identify Upsell Opportunities: identify growth opportunities and collaborate with Sales to upsell/cross sell into the Accounts, • Maintain white space on client Basic Qualifications for Consideration: • BA/BS degree required, MBA a plus, • 10+ years of financial services experience preferably within the customer segments of Wealth & Asset Management, • Proven account management experience in a customer facing environment required, • Strong understanding of customers and their business model and workflows, • Demonstrated selling skills (identity, develop and articulate a complex proposition/consultative selling), • Strategic thinker, • Strong negotiation skills, • Experience using analysis, reporting, modeling, and forecasting to gather data for the purpose of making business decisions About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity, • Excellence The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $165,000 - $180,000 #LI-BH1

Job DescriptionCompany Description Informa Festivals marks an exciting new chapter in B2B events, bringing some of the world's most influential creative, technology and business festivals together. We’re combining prestigious events like Cannes Lions, Black Hat, Money20/20, GDC, and London Tech Week with cutting-edge marketing intelligence platforms and advisory services to deliver unmissable experiences and insights. Our festival-led approach reimagines traditional B2B events, creating powerful, immersive experiences that drive innovation and industry advancement. Building on decades of expertise and powered by Informa's international reach, we're shaping the next generation of business festivals. Job Description This role is based in our New York City office. The Key Accounts Customer Success (CS) position will report into the Head of Customer Success, working exclusively on our digital products. The CS works with the Account Management team to ensure that our clients understand and get tangible value from the LIONS Intelligence portfolio of products: The Work, Contagious IQ, WARC, and Effie. The CS is also responsible for onboarding new key clients and facilitating their training in our product suite. The role of the CS is to become the trusted advisor to some of our biggest and most valuable clients who range from the largest advertising agencies to leading brands and media owners. The CS’s interactions with these key accounts are to increase their understanding and usage of our suite of LIONS Intelligence products and services. Everything the CS role does is to increase the likelihood of renewal, upsell and cross-sell. The Key Account CS has a particular focus on mapping & deepening relationships with our key accounts, to provide the best environment for the Account Management team to grow our commercial holdings with them. The majority of each day will be spent engaging with customers via meetings, speaking on the phone and building relationships with customers to build their usage of LIONS Intelligence products and services. The Key Account CS may also be required to present our content in a compelling manner, so that the perception of value of the LIONS Intelligence platforms and the content within is as high as possible. You will be recording key insights from customers on our systems and working with our leading Account Management team to strategise where to prioritise focus to ensure we hit our retention & growth targets. Key Accountabilities • Working to engage with your customer through email, phone calls and meetings (online and offline) at both individual user- and company-level, • Onboarding customers to LIONS Intelligence products as the first point of contact, • Identifying and nurturing upsell & cross-selling opportunities across the wider LIONS portfolio for our high-growth, key customers, • Driving engagement with LIONS Intelligence’s entire portfolio of products, including promoting upcoming events and sessions, • Meeting and exceeding your KPI targets on customer meeting activity, • Managing projects around team collaboration and sharing of resources, ideas and engagement strategies, • Collecting integral key information & usage data to help build the case for renewal & account growth - accurately recording insights on our systems, including Salesforce, • Arranging and delivering engaging workshops with customers, tailored to their needs to ensure customers understand the value of our products, and that they are integrated into their business processesQualifications, • Interest in the advertising, marketing and creativity industry, • Experience in a customer-facing role and a customer-oriented environment, ideally in a Customer Success or Account Management capacity, • Naturally enthusiastic and happy to speak with customers on the phone, through video calls, and in-person, • A proactive individual who is willing to learn and absorb ideas shared with them, • An energetic, curious, can-do attitude, with a gift for strategy & problem solving, and a passion for storytelling, • Imaginative, with a passion for presenting your ideas to others, • Strong organisational & multi-tasking skills - good attention to detail and able to work under pressure and deadlines Additional Information We believe that great things happen when people connect face-to-face. That's why we work in-person with each other, or with customers and partners, three days a week or more. When you’re not spending time together in one of our offices or other workplaces – like at an Informa event – you get the flexibility and support to work from home or remotely. We work hard to make sure Life at Informa is rewarding, supportive and enjoyable for everyone. Here’s some of what you can expect when you join us. But don’t just take our word for it – see what our colleagues have to say at LifeAt.Informa.com Our benefits include: • Great community: a welcoming culture with in-person and online social events, our fantastic Walk the World charity day and active colleague groups and networks promoting a positive, supportive, and collaborative work environment, • Broader impact: take up to four days per year to volunteer, with charity match funding available too, • Career opportunity: the opportunity to develop your career with bespoke training and learning, mentoring platforms and on-demand access to thousands of courses on LinkedIn Learning. When it’s time for the next step, we encourage and support internal job moves, • Time out: 15 days PTO rising to 20 after three years and 25 after six years, plus 10 national holidays, a birthday leave day and the chance to work from (almost!) anywhere for up to four weeks a year, • Competitive benefits, including a 401k match, health, vision and dental insurance, parental leave and an ESPP offering company shares at a minimum 15% discount, • Strong wellbeing support through EAP assistance, mental health first aiders, free access to a wellness app and more, • Recognition for great work, with global awards and kudos programs, • As an international company, the chance to collaborate with teams around the world The salary range for this role is $60,000- $70,000 + commission, based on experience. This posting will automatically expire on January 22, 2026. We’re not solely focused on a checklist of skills. We champion energy and ambition and look for colleagues who will roll their sleeves up, join in and help make things happen. If it sounds like a match and you have most – although not all – of the skills and experience listed, we welcome your application. If you would like to request reasonable adjustments or accommodations to assist your participation in the hiring process and, or in the advertised position, please inform the appropriate Talent Acquisition Partner for the role once they have been in touch. Your request will be reviewed and considered in confidence. At Informa, you'll find inclusive experiences and environments where all perspectives and backgrounds are welcomed. As part of this approach and our diversity and inclusion commitments, we are also formally an Equal Opportunities Employer. This means we base decisions on relevant qualifications and merit and do not discriminate on the basis of key characteristics and statuses, including all of those protected by law. Ask us or see our website for full information. See how Informa handles your personal data when you apply for a job here.

Job Description dWELL is an affirming recovery housing on a mission to support young adults on their transition to independence with residences and a community based approach that supports growth and healing. Since 2020, we have supported young adults with our personalized and foundational skills-based approach to help young adults pursue their individual life goals. dWELL Recovery is seeking a dedicated and compassionate Part-Time Resident Advisor to work Saturday & Sunday from 10a-6p. The Resident Advisor will play an essential role in providing direct support to residents, helping them navigate individualized goals, daily routines, and life skills that promote recovery and independence. What You Will Do: • Conducts room checks and oversees chore responsibilities., • Manages alcohol and drug testing onsite., • Manages medication monitoring process with residents., • Transports residents to all necessary appointments and offsite engagements., • Accompany residents to meetings in the community., • Lead/co-lead on site groups and community building activities., • Complete shift reports, UA reports, medication reports, and chore reports., • Regular house “walk-throughs” to ensure the house is tidy and tour-ready., • Manages all other responsibilities as directed by PD or APD, • Other duties as instructed by management, • Must be able to lift and transport moderate to heavy items (up to 50 pounds) as part of room setup, resident move-ins, and related responsibilitiesOvernight RA:, • Every two hour room checks and hallway walk through, • Lock electronics when indicated, • Wake-up support for all residents What You Need to Qualify: • Required: Bachelor's degree in a related social science field and/or advanced, • Ideal candidate has at least 3 years related experience with Substance Use Disorders and 12-Step Recovery Model, • Ideal candidate has at least 3 years of related experience in adolescent or young adult programs, • Ideal candidate has at least 2 years experience in Mental Health Facility and/or Crisis Management, • Must be able to lift and transport moderate to heavy items (up to 50 pounds) as part of room setup, resident move-ins, and related responsibilitiesSchedule: Saturday & Sunday from 10a-6p. Compensation: Hourly rate is $20/hour for standard shifts and $23/hour for overnight shifts. We are an equal opportunity employer. We consider applicants for all positions on the basis of merit, qualifications and business needs, and without regard to race, color, national origin, religion, sex, gender identity, age, disability, alienage or citizenship status, ancestry, marital status, partnership status, creed, sexual and reproductive health decisions, genetic predisposition or carrier status, sexual orientation, uniformed service or veteran status, familial status, status as a victim of domestic violence or any other status or characteristic protected by applicable federal, state or local laws. Powered by JazzHR L6KdGY27ey

Job Description About Inspira Education Inspira Education Group is one of the fastest-growing edtech startups in the US. We started with a simple mission to democratize access to high-quality coaching so that every student in the world has an equal opportunity to access the best opportunities. As the world's leading network of top admissions coaches in medical, legal, business, and college studies, we're building software and services in one place—disrupting long-entrenched application processes with products and experiences that strive to provide an equal platform for candidates from diverse backgrounds worldwide. As one of the fastest-growing edtech firms in the world, we are backed by some of the leading venture capital firms and investors in the world, including Zeev Ventures, Quiet Capital, Craft Ventures, Jeff Fluhr (Founder of Stubhub), and David Sacks (Former COO of PayPal and Founder of Yammer). The Role As a Student Success Manager, you're the strategic mastermind behind the entire supply operations of Inspria's marketplace. You will be matching ambitious students with the perfect counselors to guide them through admissions and test prep journeys. You are the heartbeat of the student experience at Inspira, blending relationship management, operational excellence, and creative problem-solving to ensure every student's success. You'll collaborate closely with internal teams, students, and families, acting as the trusted advisor who navigates each student through their personalized roadmap toward achieving their academic goals. Your energy, empathy, and proactive approach will directly shape students' futures and Inspira's continued growth. This is a hybrid position based in New York City, requiring four (4) days per week in our office. What You'll Do Customer Success & Escalations • Lead the customer escalation function to ensure fast, empathetic, and consistent issue resolution, • Develop SOPs and escalation protocols to improve quality and reduce refund rates, • Build out processes to track and improve NPS, CSAT, and retention metrics, • Architect and implement new processes to improve counselor performance, student experience, and business efficiency, • Leverage CRM and automation tools (HubSpot, etc.) to streamline workflows and maintain data integrity, • Lead operational planning and execution for new products, services, or verticals, • Collaborate cross-functionally across sales, marketing, product, and tech to ensure seamless launches, • Partner with sales and lifecycle marketing to design and implement upsell/cross-sell strategies, • Train counselors and student success teams to identify upsell opportunities during client interactions, • Build structured student feedback loops to capture insights on counselor performance and overall experience, • Translate feedback into continuous improvement plans, counselor training, and operational refinements, • Partner with senior counselors to create mentorship and training programs that elevate overall qualityWho You Are, • 3–7 years of experience leading and scaling teams in operations, customer success, or program management, ideally within a high-growth service, education, or marketplace environment, • Proven ability to handle customer escalations and collaborate with internal stakeholders with empathy and clarity, • Background in managing or recruiting service providers (e.g., coaches, tutors, consultants) is a strong plus, • Hands-on experience working in a startup or high-growth marketplace business, • Familiarity with building and optimizing workflows in CRMs such as HubSpot, Salesforce, or Airtable, • Detail-oriented with a high bar for excellence, while knowing how to keep momentum and avoid getting stuck, • Thrive on ownership and autonomy, continuously improving processes and outcomes week over week, • Comfortable wearing many hats and able to discern when to build something new vs. optimize what already exists, • Energized by working with people and passionate about solving for both sides of a marketplace, • Collaborative, humble, and hardworking. You bring zero ego and a strong "roll-up-your-sleeves" mentalityWhat You'll Get, • A front-row seat at a fast-growing, mission-led company, • Autonomy to run an entire function, and real influence on the company's future, • Founders who care deeply about impact, and give you space to run, • A chance to help thousands of students realize their dreams, • Amazing people with a great vision and values, • Ability to work directly with co-founders and drive impact super quickly, • Your work directly impacts the lives and careers of students across the globe, • 100% coverage of health, vision, and dental benefits, • Flexible Paid-time Off, • Learning and Development Budget, • Retirement Savings Plans - 401k with matching, • Diversity and inclusion programs that promote employee resource groups like OWN (Outreach Women's Network), AAPI, Rainbow (LGBTQIA+), Gender+, LatinX, Black Excellence, Disability Community, and Veterans Inspira Education Group does not discriminate based on race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity, or any other reason prohibited by law in providing employment opportunities and benefits.

Job Description InfoSum is the world’s leading data collaboration platform, providing solutions to the world’s largest enterprises to allow collaboration across data sources and to deliver richer customer experiences that prioritize consumer privacy. Our vision is to unlock data’s limitless potential, by enabling the world’s data to be connected but never shared. As a people-first organization, we can offer you the personal and professional flexibility needed to get the job done, to grow with us, and help challenge the status quo. If you want to work with a business that encourages collaboration, champions the idea that the sum is greater than its parts, then we want to hear from you. About the role In this role, you will be a key technical resource and advisor across InfoSum’s product suite for prospective customers in North America. Your work will include contributing to sales presentations, providing product demonstrations, workflow modeling, solution design, and ensuring our customers fully grasp the value and benefit they can unlock from the InfoSum platform. At the deal close stage, you will partner with our Client Success and Customer Operations team to turn these solutions into reality, providing detailed documentation to guide our Implementation team and providing ongoing technical leadership where required, especially on our most complex and strategically important accounts. We primarily hire for aptitude not knowledge, although we would like to see prior experience in Solutions Engineering. We are open to experience at all levels for this opportunity and we can invest time in training candidates to upskill in areas required. What will I be doing? • Partner with the sales team to pitch InfoSum’s technology to client decision makers (often at C-level) and technical, data and privacy teams, delivering exceptional technical demos and addressing technical and functional questions., • Contribute to the RFI / RFP process for North American prospects in partnership with our product marketing team, writing responses and/or supporting your team as necessary., • Act as a proactive technical subject matter expert and consultant on InfoSum’s technology and capabilities both internally and externally., • Work closely with internal InfoSum teams (Engineering and Product, Customer Success and Support) to create transformative data collaboration solutions for prospects and clients. This will involve solving the biggest industry problems through the application of InfoSum technology, along with 3rd party complementary technologies (e.g. AWS and GCP data solutions) where relevant., • Work with prospects and clients to understand requirements, design, document relevant solutions and develop strategies in partnership with Sales and Customer Success to successfully pitch these solutions, coordinating the delivery of these solutions with client teams and with our internal delivery teams., • Seamlessly connect our technology to the wider martech and adtech ecosystem, partnering with the product team to help manage a program of data platform, CDP, DMP and SSP/DSP integrations and create implementation templates for easy client onboarding., • 2+ years in SaaS pre-sales role., • Previous experience in client-facing technical consulting, solutions architecture, implementation and/or sales engineering within a B2B software, SaaS, martech or data technology business., • Demonstrable knowledge of the inner workings of the marketing and advertising world, and the needs of advertisers, media owners and data companies within it., • Hands-on familiarity with data query languages (i.e. SQL)., • Exceptional presentation skills and communication skills with the ability to engage with and translate between technical experts and key business decision makers., • Excellent long term client relationship management capabilities in conjunction with strong project management skills., • Experience collaborating with engineering, product, and technical operations teams., • Ability to run technical demonstrations of a complex technical platform., • Demonstrable experience in designing and delivering complex solutions for clients, including strong documentation skills (Office 365 or G-suite tools)., • Type Startup personality: smart, ethical, friendly, cross-functional, hardworking and proactive., • Strong critical thinking and problem solving skills -- able to quickly understand and decompose complex questions and concepts. As well as working as part of an amazing, engaging and collaborative team, we offer our staff a wide range of benefits to motivate them to be the best they can be! Here's an overview of everything we offer right now! • Competitive commercial bonus plan, • $100-110k base salary (based on exeperience), • 25 days paid time off (PTO) per year, accrued at 2.1 days per month., • Healthcare benefits, • 401k, • Mental wellbeing and support - professional coaching (via Sanctus) and further mental wellness benefits outlined via the link below. For this role, we would ideally like for someone to be based locally and come into the office 2-3 times a week for team syncs, however, if you require more flexibility, we can discuss a solution that works for everyone.

Job DescriptionCompany Description At PayNearMe, we’re on a mission to make paying and getting paid as simple as possible. We build innovative technology that transforms the way businesses and their customers experience payments. Our industry-leading platform, PayXM™, is the first of its kind—designed to manage the entire payment experience from start to finish. Every click, swipe or tap is seamless, fast and secure, helping non-commerce businesses boost customer satisfaction, accelerate payments, and reduce costs. Our single platform handles it all: cards, ACH, digital wallets such as PayPal, Venmo, Cash App Pay, Apple Pay and Google Pay, and even cash at more than 62,000 retail locations nationwide. Today, thousands of businesses across consumer lending, iGaming and online sports betting, property management, and tolling trust PayNearMe to deliver a payment experience that drives real results. In September 2025, we raised a $50 million Series E funding round to accelerate our growth. We’re a team of 200+ employees across 41 states, headquartered in Silicon Valley with satellite offices in Dallas, TX and Holmdel, NJ. Join us and be part of a team that’s shaping the future of payments—one experience at a time. Job Description The Client Success Manager (Gaming) will lead key gaming accounts, driving success across operators, studios, and platform partners in the gaming ecosystem. This role focuses on building strategic relationships with gaming clients, optimizing player payment experiences, and influencing growth strategies at the executive level. The ideal candidate has deep knowledge of the gaming landscape, strong technical fluency in payments and platform integrations, and a passion for delivering exceptional client and player outcomes. Responsibilities • Own and expand key gaming accounts, identifying opportunities for revenue growth, cross-sell, and upsell across PayNearMe’s portfolio, • Develop and execute strategic account plans that align with client growth objectives, player acquisition strategies, and business targets, • Collaborate with client executives and commercial teams to structure and negotiate renewals, expansions, and new business initiatives, • Leverage deep insights into player payments and transaction data to uncover trends that drive incremental revenue and improve ROI, • Build executive-level relationships with decision-makers across product, finance, and operations functions to influence strategic direction, • Partner with marketing, product, and revenue operations to deliver scalable growth programs and go-to-market initiatives within the gaming segment, • Track and report on commercial performance, ensuring forecasting accuracy, contract compliance, and strong revenue retention metrics, • Act as a strategic advisor, positioning PayNearMe’s gaming solutions to address emerging industry needs and regulatory shiftsQualifications, • Bachelor’s degree in Business, Marketing, or a related field, or equivalent work experience., • 4–6 years of experience in client success or account management within the gaming or payments industry, • Strong understanding of gaming platforms, player lifecycle, and regulatory environments (including iGaming and sports betting), • Advanced technical understanding of payments platforms, wallet integrations, and player transaction flows, • Proven ability to build and maintain executive-level relationships and manage large, complex accounts, • Exceptional communication, data-driven decision-making, and strategic planning skills, • Passion for the gaming industry and delivering exceptional client and player experiences Additional Information Location: Flexible/Remote (within the US) Great compensation package plus extensive benefits, including: • 100% Remote (must be in US), • Base salary per year (paid semi-monthly), • Fast- paced and professional work culture, • Stock options with standard startup vesting - 1 year cliff; 4 years total, • $50 monthly communication expense stipend to go towards your phone/internet bill, • $250 stipend to enhance your WFH setup, • Reimbursement for peripheral equipment: monitor (up to $400), keyboard and mouse (up to $200), • Premium medical benefits including vision and dental (100% coverage for employees), • Company-sponsored life and disability insurance, • Paid parental bonding leave, • Paid sick leave, jury duty, bereavement, • 401k plan, • Flexible Time Off (our team members typically take off ~3-4 weeks per year), • Volunteer Time Off, • 13 scheduled holidays PayNearMe strives to create a workplace where all employees thrive. We welcome candidates from all backgrounds, experiences, and perspectives. Our core values represent who we are today and we take pride in the way we work with each other as well as with our stakeholders. If you meet the majority of the qualifications and bring enthusiasm for the role, we encourage you to apply. We’re in this together to do the right thing. We deliver real results we are proud of while remaining respectful, transparent, and flexible. PayNearMe is an equal opportunity employer. We are diligently and thoughtfully working towards cultivating a diverse workforce which in turn, enhances our products and services for the communities we serve. Applicants who represent all backgrounds are strongly encouraged to apply. — Candidate information will be treated in accordance with our job applicant privacy notice found at: Assistance for Disabled Applicants Alternative formats of this Notice are available to individuals with a disability. Please let us know if you need assistance. All your information will be kept confidential according to EEO guidelines.

Job Description Who we are We're Redis. We built the product that runs the fast apps our world runs on. (If you checked the weather, used your credit card, or looked at your flight status online today, you're welcome.) At Redis, you'll work with the fastest, simplest technology in the business—whether you're building it, telling its story, or selling it to our 10,000+ worldwide customers. We're creating a faster world with simpler experiences. You in? About Redis: Redis is the world's most loved real-time data platform. As the home of the open-source Redis project and the provider of Redis Enterprise, we're at the forefront of solving critical challenges for businesses that need speed, reliability, and scale. Our mission is to build innovative data solutions that empower developers and organizations worldwide to create real-time applications that transform industries. Role Overview: We are looking for a passionate and results-oriented Senior Customer Success Manager (CSM) to join our team in the Americas. As a CSM at Redis, you will play a critical role in building strong relationships with our customers, ensuring they realize maximum value from our solutions, and driving long-term satisfaction and retention. You will work closely with cross-functional teams to align Redis's offerings with customer goals, becoming a trusted advisor and advocate for their success. Key Responsibilities: • Customer Relationship Management:, • Serve as the primary post-sale point of contact for assigned customers, fostering trust and understanding their business goals., • Proactively engage customers to ensure successful onboarding and continued adoption of Redis solutions., • Build and maintain long-term relationships with stakeholders across technical and business teams., • Value Realization and Advocacy:, • Drive the adoption of Redis Enterprise by identifying use cases that align with customer goals and objectives., • Deliver regular business reviews to showcase value, identify opportunities for growth, and mitigate risks of churn., • Advocate for customer needs internally, collaborating with Product, Support, and Engineering teams to resolve issues and influence roadmap priorities., • Customer Enablement and Success Planning:, • Develop tailored success plans to guide customers on achieving their desired outcomes with Redis solutions., • Coordinate with Redis experts to deliver training, best practices, and knowledge-sharing sessions., • Monitor key performance metrics, offering recommendations to maximize ROI and optimize product usage., • Retention and Growth:, • Identify and nurture expansion opportunities within your accounts, partnering with Sales to drive upsell and cross-sell initiatives., • Track account health through regular check-ins, identifying and mitigating risks early., • Ensure contract renewals by demonstrating ongoing value and supporting customers' evolving needs., • Collaboration and Teamwork:, • Work closely with Sales, Solutions Architecture, Support, and other teams to ensure a seamless customer experience., • Experience:, • 5+ years of experience in Customer Success, Account Management, or a related customer-facing role, preferably in SaaS, cloud, or database technologies., • Experience managing customers within Banking/ Financial Services. Retail or Healthcare exposure also a plus., • Technical Acumen:, • Strong understanding of cloud services, data platforms, or related technologies. Familiarity with Redis or NoSQL databases is a plus., • Some experience with SaaS products and public cloud (AWS, GCP, Azure), • Proven exposure to enterprise clients in the Financial Services industry and an understanding of common Fintech use cases., • Customer-Centric Mindset:, • Proven track record of driving and improving executive relationships, customer satisfaction, adoption, and retention., • Communication Skills:, • Exceptional interpersonal, verbal, and written communication skills. Ability to clearly convey complex technical concepts to diverse audiences., • Problem-Solving Ability:, • Strategic thinker with the ability to anticipate challenges and provide solutions proactively., • Collaboration Skills:, • Comfortable working cross-functionally with Sales, Product, Marketingin a fast-paced, global organization., • Tools & Systems:, • Experience with Redis or any other NoSQL database, • Experience with software development (Java, .NET, Python), • Competitive compensation and benefits package., • Remote-first work environment with a flexible schedule., • Opportunities for professional growth and career development., • A dynamic, collaborative, and innovative work culture. #LI-Remote #LI-WK1 #LI-WK1 #LI-Remote #LI-DNI As a global company, we value a culture of curiosity, diversity of thought, and innovation from our employees, customers, and partners. Redis is committed to a diverse and inclusive work environment where all employees' differences are celebrated and supported, and everyone feels safe to bring their authentic selves to work. Redis is dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, sexual orientation, age, marital status, disability, gender identity, gender expression, Veteran status, or any other classification protected by federal, state, or local law. We strive to create a workplace where every voice is heard, and every idea is respected.Redis is committed to working with and providing access and reasonable accommodation to applicants with mental and/or physical disabilities. If you think you may require accommodations for any part of the recruitment process, please send a request to . All requests for accommodations are treated discreetly and confidentially, as practical and permitted by law.Any offer of employment at Redis is contingent upon the successful completion of a background check, consistent with applicable laws. Redis reserves the right to retain data longer than stated in the privacy policy in order to evaluate candidates.

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Business Transformation – Banking and Capital Markets practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success. As an Associate Director at CrossCountry Consulting you will be responsible for a mix of client delivery, leading teams and developing junior team members, and participating in business development activities.What You'll Do: • Working with high-performing teams to analyze, evaluate and enhance our clients’ capital markets businesses, including processes, governance, data and technologies, • Interface with clients at all levels of an organization to help them solve their most challenging questions and support the Capital Markets practice in developing new offerings and thought leadership to take to market, enhancing our capabilities and services, • Strong understanding of how capital markets firms operate across the trade life cycle (e.g., derivatives, securities) and corporate functions (e.g., product control, finance & regulator reporting, market/credit risk, compliance, etc.); and tools that are used across front, middle and back office such as Murex. Understanding of risk models and model validation process is a plus, • Conduct current state/future state gap analysis for individual business areas, • Develop business process flows using standard flowcharting methodology in tools such as Microsoft Visio, • Conduct requirements gathering/scoping sessions with clients, and provide all necessary documents (e.g. Meeting notes, Business Requirements Documentation, Functional Specifications, etc.), • Develop report specifications showing data fields required, where sourced and any formulas or algorithms required to produce report, • Drive project management activities including status reporting or maintain RAID logs, and able to conduct scrum meetings for defect / development management, • Create system test plans and perform testing, being familiar with testing tools such as JIRA, • Assist clients in defining and performing user acceptance tests and ensure functionality matches user requirements, • Provide insight to clients’ teams in industry leading practices, • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards, • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes, • Assist with training and other change management activities, including development of materials/communications, • Support CrossCountry leadership team on internal projects, including but not limited to the following: sales/marketing initiatives, recruiting, and organizational developmentWhat You'll Bring:, • Bachelor’s degree (or higher) in Accounting, Business, Finance, Information Systems, Information Technology, or other technical discipline, • 9+ years in Big Four or equivalent background working at a financial services company or comparable experience working as an advisor to a financial services organization, • Strong strategic planning skills with past experience working with C-Suites executives to build out Organizational Level Strategic Roadmaps., • Strong knowledge with a range of financial products, including derivatives, equities, and fixed income; foreign exchange; and commodities, • Knowledge of industries, including investment banking, broker-dealers, custody, fund administration and investment management, • Strong understanding of capital markets across the trade and client life cycle, and typical systems and downstream processes (Risk, Finance, Compliance), • Background in either finance optimization, operations improvement, business process improvement, change management, program/project management, acquisition and divestiture implementation and/or regulatory compliance, • Business acumen with a strong understanding of business processes, as well as information systems, • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation, • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards, • Professionalism and discretion in interacting with executives and clients, • Excellent verbal and written communication skills

Job Description Welcome to the future of cloud networking and security! Cato Networks is the first company to converge enterprise networking and security into one centralized and global service that is delivered by cloud. It is led by networking and security pioneer Shlomo Kramer (Check Point, Imperva) and early investor (Palo Alto Networks, Exabeem, Trusteer and more). Cato's unique technology inspired a brand-new product category, later named "SASE" by Gartner and a market expected to reach $28.5 billion by 2028. This is your opportunity to get on the rocket ship and join a company that is building a cutting-edge enterprise network and secure cloud platform, and is on a fast track to becoming the worldwide market leader – don't miss it! Cato Networks is seeking a highly technical and business savvy Customer Success Manager (CSM) in the Northeast to drive customer adoption, ensure value realization, and lead renewal and upsell conversations for our AI Security platform. This role requires a unique blend of deep technical understanding—across AI/ML, security architecture, and integrations—with strong commercial acumen negotiating renewals and identifying expansion opportunities. You will partner with security, IT, and compliance teams as they deploy AI safely, while also collaborating with procurement, finance, and executive stakeholders to secure long-term business growth. Key Responsibilities • Own and manage a portfolio of enterprise customers, ensuring strong adoption, measurable outcomes, and long-term retention., • Build customer success plans, define and track KPIs, and guide customers in implementing AI security best practices (model risk monitoring, prompt security, governance workflows, etc.)., • Lead regular business reviews (QBRs/EBRs) with both technical and executive audiences., • Serve as a technical advisor on AI security architecture, including integrations with CASB, DLP, SIEM, SASE, model gateways, and LLM application workflows., • Support customer onboarding and deployment by providing hands-on guidance, troubleshooting, and adoption enablement., • Translate complex technical requirements into actionable tasks for customers and internal teams., • Own the full renewal lifecycle—forecasting, preparing commercial proposals, negotiating pricing/terms, and closing renewals., • Identify expansion opportunities across products, modules, consumption tiers, or additional use cases., • Partner with Sales to execute upsell strategies based on customer maturity, increased usage, or new AI risk requirements., • Provide customer feedback to Product and Engineering to influence roadmap priorities., • Work closely with Professional Services to ensure smooth implementation and timely delivery., • Deliver workshops, onboarding sessions, and executive briefings on AI threat models, safe LLM adoption, and governance frameworks., • 5+ years in Customer Success, Technical Account Management, or Sales Engineering within cybersecurity, cloud security, and AI/ML platforms., • Strong technical background—experience with security architectures, API gateways, cloud platforms, data protection, or AI/LLM workflows., • Demonstrated commercial experience handling renewals, negotiating contracts, and driving upsells., • Ability to confidently speak with both deeply technical teams and procurement/executive stakeholders., • Strong project management, communication, and executive presentation skills., • Familiarity with AI governance, prompt hardening, model evals, or red-teaming methods., • Experience supporting SASE/SSE, CASB, or SaaS security products., • Startup or early-stage scaling experience. Cato provides a competitive salary and comprehensive benefits plan. Benefits for this role include health/vision/dental insurance, 401(k), stock options, Health Savings/Flexible Spending Accounts, flexible time-off, paid parental leave and disability benefits. As an EEO/Affirmative Action Employer all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status. #LI-MR1

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. As a Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills. Essential Job Functions include: • Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes, • Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements, • Coordinating with internal operation departments to ensure client requests are fulfilled, • Managing client deposits, • Maintaining data integrity across all systems and updating as necessary, • Researching client issues in cooperation with back office operation partners, • Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet, • High School diploma or equivalent. Bachelors degree preferred., • Five years of job related experience, • Financial services industry required, • Prior experience working in an office environment with a customer service focus helpful, • Notary designation a plus, • Eligible to pursue a CFP designation, • Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail, • Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors, • Excellent verbal and written communications skills a must, • Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus Monday through Friday, 8:00AM – 5:00PM Working Conditions Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Pay Range $63,750—$75,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job DescriptionPosition Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Work with the agent to establish and meet marketing goals., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.As an Agent Team Member, you will receive..., • Simple IRA, • Salary plus commission/bonus, • Health benefits, • Paid time off (vacation and personal/sick days), • Valuable experience, • Growth potential/Opportunity for advancement within my agencyRequirements, • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Successful track record of meeting sales goals/quotas preferred, • Excellent communication skills - written, verbal and listening, • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams, • Self-motivated, • Ability to make presentations to potential customers, • Achieve mutually agreed upon marketing goals, • Experience in marketing, • Knowledge of financial services products, • Ability to explain complex financial issues in understandable terms, • Property and Casualty license (must have currently), • Life and Health license (must be able to obtain), • Series 6 and 63 (must have currently), • Must be available to work the following schedule: M- F 9am-5pm. Looking for Securities Licensed Professional. Financial Services Advisor This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete anyapplicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job Description dWELL is an affirming recovery housing on a mission to support young adults on their transition to independence with residences and a community based approach that supports growth and healing. Since 2020, we have supported young adults with our personalized and foundational skills-based approach to help young adults pursue their individual life goals. dWELL Recovery is seeking a dedicated and compassionate Part-Time Resident Advisor to work Friday, Saturday, & Sunday from 4p-12a. The Resident Advisor will play an essential role in providing direct support to residents, helping them navigate individualized goals, daily routines, and life skills that promote recovery and independence. What You Will Do: • Conducts room checks and oversees chore responsibilities., • Manages alcohol and drug testing onsite., • Manages medication monitoring process with residents., • Transports residents to all necessary appointments and offsite engagements., • Accompany residents to meetings in the community., • Lead/co-lead on site groups and community building activities., • Complete shift reports, UA reports, medication reports, and chore reports., • Regular house “walk-throughs” to ensure the house is tidy and tour-ready., • Manages all other responsibilities as directed by PD or APD, • Other duties as instructed by management, • Must be able to lift and transport moderate to heavy items (up to 50 pounds) as part of room setup, resident move-ins, and related responsibilitiesOvernight RA:, • Every two hour room checks and hallway walk through, • Lock electronics when indicated, • Wake-up support for all residents What You Need to Qualify: • Required: Bachelor's degree in a related social science field and/or advanced, • Ideal candidate has at least 3 years related experience with Substance Use Disorders and 12-Step Recovery Model., • Ideal candidate has at least 3 years of related experience in adolescent or young adult programs., • Ideal candidate has at least 2 years experience in Mental Health Facility and/or Crisis Management., • Must be able to lift and transport moderate to heavy items (up to 50 pounds) as part of room setup, resident move-ins, and related responsibilities.Schedule: Friday, Saturday, & Sunday from 4p-12a. Compensation: Hourly rate is $20/hour for standard shifts and $23/hour for overnight shifts. We are an equal opportunity employer. We consider applicants for all positions on the basis of merit, qualifications and business needs, and without regard to race, color, national origin, religion, sex, gender identity, age, disability, alienage or citizenship status, ancestry, marital status, partnership status, creed, sexual and reproductive health decisions, genetic predisposition or carrier status, sexual orientation, uniformed service or veteran status, familial status, status as a victim of domestic violence or any other status or characteristic protected by applicable federal, state or local laws. Powered by JazzHR 1mCbHFycmf

Job DescriptionSalary: $112-$123K. With top performance, you are also eligible to become a shareholder in our company and earn equity. Benefits: FREE employee-only medical coverage under one of our plans. FREE short-term disability and FREE life insurance coverage. Plus, a 4% employer match with our 401(k). Other incredible benefits HERE.Location: We will be making one hire located in any of these locations: NYC, San Francisco, Houston, or Atlanta. This role will require 25-50% travel.Reports to: Our SVP of Operations Your Mission:Your mission is to oversee day-to-day service delivery at multiple client locations. Upon hire, you will manage locations across the country. For each of our sites in these cities, you will manage and support your onsite host teams, ensuring high-quality operations that align with client expectations and our company standards. Think of your role as the essential bridge between the frontline team members that you manage (our hosts) and our leadership team. Your Legacy:As a result of your time in this role, you supported Playbook in exponential growth nationwide. You were able to retain both your clients and host teams, and the way your team performed elevated the bar for the rest of our company. Your leadership played a pivotal role in reshaping the workplace experience, proving that office spaces can do more than function; they can inspire.What You're Responsible For: • Team Leadership & Site Operations: Oversee and inspire host teams (including experience directors, event managers, and fitness team members) across multiple client locations, creating a culture where team members feel supported, motivated, and excited to grow. Ensure seamless daily operations that meet both company standards and client expectations. Conduct regular site visits and virtual check-ins to maintain high service quality and team engagement. Partner with the People Team to hire top talent and deliver exceptional onboarding experiences., • Client Relationship Management: Act as the primary operational contact for client stakeholders at each location, typically property or asset managers. Build strong, trust-based relationships through consistent communication and proactive issue resolution. Identify potential risks, service gaps, or concerns and escalate them to the Strategic Advisor to ensure client satisfaction and long-term partnership success., • Performance Monitoring & Reporting: Track and analyze key performance indicators (KPIs) across all sites to measure success and identify areas for improvement. Prepare and deliver monthly and quarterly operational updates for both internal teams and external stakeholders. Leverage data and client feedback to inform continuous improvement strategies and enhance overall service delivery., • Program Implementation & Process Improvement: Lead the rollout of new initiatives, policies, and operational enhancements across host teams to drive consistency and excellence. Ensure strict adherence to standard operating procedures, brand guidelines, and compliance requirements. Collaborate closely with cross-functional teams to optimize performance and elevate the overall client and tenant experience.Who You Are - Baseline Expectations:, • You have 5+ years of experience in operations, hospitality, facilities, or client services—preferably in a multi-site or field management role. You come from industries that are focused on people - not products., • You have at least 3 years of experience managing full-time team members, with demonstrated ability to motivate and lead high-performing teams., • You have experience serving as the primary point of contact for multiple client stakeholders across various locations and time zones., • Experience managing budgets, interpreting P&L reports, and confidence in using these to create and present operational and financial reports summarizing key metrics and trends., • You are familiar with and/or passionate to learn about the commercial real estate ecosystem. This includes understanding our key stakeholders (Asset Management, Leasing, Property Managers, Facilities, Security) and landlord priorities (leasing, operational expenses, etc.).Who You Are - Core Competencies:, • You’re obsessively client-centric. You prioritize partner needs, ensuring their success and fostering long-term relationships. You have led effective client meetings that deliver value and contribute to strong partner relationships. You have effectively managed the customer lifecycle, including onboarding, steady state, renewals, growth, and expansion., • You're a thoughtful communicator. You have been responsible for all client communication, including scheduling and leading meetings and closing the loop on all next steps to ensure everyone feels informed, heard, and aligned., • You embody our brand. You represent our company with professionalism and expertise, building trust and championing our brand mission and values. You have served as a trusted advisor to clients, providing strategic direction and ensuring the delivery of value across our products and services., • You’re a strategic thinker. You make data-driven decisions with a long-term focus to drive customer and business growth. You have served as a trusted advisor to clients, providing strategic direction and ensuring the delivery of value across our products and services., • You’re an exceptional leader and coach. You have managed high-performing teams in the past and have provided exceptional feedback, coaching, and support to them that ensured they were highly successful. Your previous direct reports say you’re one of the best leaders they’ve had the privilege of working for.

Job Description About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. We are seeking a creative and strategic Summer Communications Analyst (Marketing) Intern to join our team. This opportunity offers hands-on experience in crafting compelling messaging to support core marketing campaigns while driving business growth initiatives in a fast-paced environment. You’ll collaborate with experienced professionals to analyze market messaging trends, develop content strategies, and contribute to projects that strengthen BetaNXT’s brand presence and client engagement. This role will help you build strong communication, analytical, and marketing skills while gaining exposure to external messaging strategies. Duties and Responsibilities of the Intern, Communications Analyst (Marketing) • Support the development and execution of external communications programs to support core marketing campaigns., • Assist in creating, editing, and distributing digital communications materials, highlighting enterprise thought leadership and marketing campaigns., • Conduct market research and competitive analysis to inform trending topics and messaging tactics., • Collaborate with cross-functional teams (sales, product, design) to ensure alignment on messaging and campaign goals., • Help monitor and analyze communication campaign performance metrics, preparing reports and recommendations for improvement., • Learn and apply marketing analytics tools (such as Google Analytics, HubSpot, or Salesforce) in a professional setting. Skills and Experience of the Intern, Communications Analyst (Marketing) • Currently pursuing a degree in Marketing, Communications, Business, or a related field., • Strong written and verbal communication skills., • Creative thinker with an open mind for exploring new ideas and solutions., • Solid understanding of marketing principles and digital communication platforms., • Familiarity with marketing analytics tools and CRM software (e.g., Google Analytics, HubSpot, Salesforce)., • Above-average organizational, interpersonal, and collaboration skills., • Ability to multi-task, adapt to ambiguity, and thrive in a fast-paced environment., • Pay for this position with be $25/hour, • The intern will be located in our NYC, NY office on a hybrid schedule. The intern must live within commutable distance to the office and provide own housing. A housing stipend or relocation assistance will not be offered., • The duration of our program is10 weeks, beginning on Wednesday, May 27, 2026, • Candidates must be enrolled full-time in an undergraduate course of study and be a rising senior (senior commencing Fall 2026) with a minimum GPA of 3.3 and be eligible to work in the US.

Job Description Intrepid Museum is looking for a full-time Public Relations Coordinator who will be responsible for assisting in the development and coordination of publicity programs to support media objectives of the institution’s programs, events and business goals. In addition, this role will develop and edit content for the Museum’s various distribution channels. The position reports to the Director of Public Relations. Responsibilities include but are not limited to:  Assist with coordination of the Museum’s day-to-day public relations activities alongside internal PR team and PR agency;  Help develop and implement publicity-oriented media strategies to generate local, national and international press coverage to advance the Museum’s mission, exhibits, programs and executives;  Vet and respond to incoming requests from media;  Manage on-site film/TV shoots, interviews and other media events;  Draft press materials, media advisories, and talking points;  Cultivate working relationships with reporters at print, broadcast and online media outlets;  Assist in planning, staffing and media coordination during the Museum’s major events, festivals, ceremonies and public programs;  Generate creative multi-channel content (e.g. website, social media, email blasts, internal communications, blog) for Museum audiences and stakeholders;  Write, fact-check and edit copy while adhering to the Museum’s style guide, messaging and brand;  Monitor relevant industry news and gather Museum coverage to create media recaps, reports and summaries;  Serve as a PR liaison for Senior Space Advisor, coordinating press engagements and relevant social media posts;  Perform other duties as required by management. Qualified candidates must have 2-3 years relevant publicity or editorial experience, preferably at a PR agency, cultural institution or non-profit. Strong written and oral communication skills, event coordination and media relations abilities. Demonstrated evidence of media outreach and placements with an ability to organize and manage multiple tasks. Strong organizational skills and the ability to meet deadlines. Ability to work independently, as well as in a team environment. Ability to work select weekends, holidays, early mornings and evenings as necessary. A BA/BS degree in communications, marketing or related field is preferred but not required.

Job Description A rare opportunity to join the City Winery team as we reimagine the future of live music and hospitality. City Winery to deliver the highest end combined culinary and cultural experience to our customers who are passionate in sharing wine, music, and culinary arts. We are a unique facility, combining a fully functioning winery with intimate concerts, food & wine classes, private events in a variety of configurations, and fine dining. We have created a compelling mix for our sophisticated clientele of foodies, and active cultural patrons—bringing the wine country experience to the middle of a large city. Position Summary City Winery is the premier destination for music fans, foodies and wine lovers. With live entertainment nightly and a variety of dining and private event spaces, City Winery evokes urban wine country. This role works closely with internal departments and the Marketing Manager, NY in communicating and marketing the City Winery brand to the music, culture, and culinary worlds. They will represent our brand and products and develop widespread awareness for our NY properties: City Winery Pier 57, City Vineyard, Rockefeller Center Wine Garden, and City Winery Hudson Valley. Why us? ● Competitive pay ● We are a rapidly expanding national entertainment and hospitality company, offering tremendous opportunities for driven and ambitious individuals. ● Medical, Dental, Vision Insurance ● nDORFins program designed to promote a healthy and active lifestyle! ● 401K (and yes we match!) ● Flexible Savings Accounts,HSA and Dependent Care, Basic Life and AD&D Insurance ● Amazing discounts, 50% OFF all dining/retail wine ● Free Family Meal ● Tickets to available shows And more! Overview of Responsibilities ● Provide comprehensive administrative support to the regional marketing team and implement best practices for coordinating with artist teams, internal departments, and vendors. ● Assist with the coordination, communication, and project management of events, artist talent, and show marketing plans by collecting and tracking all materials and information that will be impactful for successful campaign execution. ● Assist in coordinating artist wine logistics, ensuring all stakeholders are informed and that products are executed and delivered on schedule. ● Collaborate with graphic design on marketing creative, assemble Iterable emails, obtain approvals, and schedule weekly promotional emails. ● Promote CW show announcements and promotions via weekly emails to the CW database, coordinate with marketing managers on upcoming content, and assist with email and SMS list segmentation and production. ● Manage and maintain inventory and directory of marketing materials, including in-venue collateral and digital signage, to ensure all promotional content and event information is most up-to-date. ● Maintain an inventory and directory of marketing materials while coordinating new material creation as needed. ● Ensure consistency of published content (updated photos, videos and copy) across all properties and outlet listings on various websites. ● Maintain up-to-date media databases with targeted media outlets and photographers lists in music, food, wine, events, etc.; keep a current copy on a shareable drive for company access. ● Manage and maintain a list of our local influencers/VIPs while supporting their engagement with CW both onsite and digital ● Send show listings out weekly; copy all relevant parties. ● Monitor social media comments and direct messages to address incoming guest inquiries. ● Compile all positive/negative reviews (e.g. Google, Yelp, Trip Advisor, etc.) and alert internally for prompt responses. ● Collaborate with all departments on content, and keep all City Winery information current and active on the website. ● Collect photos and logos to upload to the website from Programming or Talent directly. ● Monitor & update external websites driving traffic to our site & links, including all artists websites, wine event websites, partner websites, travel sites, review sites, etc. ● Monitor donation/philanthropic requests including gift-giving and auction requests. ● Collaborate and maintain all NY menus and updates. ● Additional projects, tasks, duties as per business needs. Minimum Qualifications ● Minimum of 3+ years of marketing experience and a Bachelor’s degree in Marketing, Communications, Hospitality Management, or a related field ● Demonstrated high-integrity work ethic and a genuine passion for music, hospitality, food, and wine ● Proven experience supporting and executing integrated marketing campaigns, developing creative marketing collateral, and coordinating cross-functional projects with a strong emphasis on brand consistency and clear communication ● Excellent written and verbal communication skills, with the ability to build strong, productive relationships across teams and with external partners ● Exceptional attention to detail and a commitment to accuracy in all deliverables ● Strong knowledge of social media platforms and content creation best practices (including copywriting, basic asset ideation, and performance awareness) considered a significant plus ● Strong organizational and time-management skills, with the ability to manage multiple priorities and deadlines simultaneously ● Highly adaptable, self-motivated, and quick to learn in a fast-paced, evolving environment ● Demonstrated desire for continued career growth, with a proactive approach to professional development and ownership of responsibilities ● Must be able to work from the NYC Headquarters Office About Us Wine, food, and live entertainment collide at City Winery to create a dynamic and incredibly unique workplace. Since 2008, City Winery has been turning heads across the nation with amazing live performances, delectable cuisine, and award winning, locally produced wines. But there's more to us than that we're a haven for community and creativity, a place where the philosophy of hospitality is more than just a buzzword, but a way of life. City Winery, founded by music industry veteran & visionary Michael Dorf, has established itself as a one-of-a-kind brand providing unforgettable experiences for guests. From world class music venues to sustainably produced wines with ratings of 90+ points, City Winery offers a range of topnotch events & experiences. We are an equal opportunity employer and value diversity at City Winery. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Additionally, City Winery participates in the E-Verify Program in certain locations, as required by law. We use eVerify to confirm U.S. Employment eligibility.

Job DescriptionCompany Description We are the global communications and marketing consultancy that powers the world's most innovative tech brands. We are a group of expert communicators who are fanatical about tech and are here to help businesses ignite their possibilities. Our local experience and global scale allow us to deliver bold but pragmatic comms guidance to tech companies all over the world. When you work with us, we connect and support you in a way that allows you to achieve limitless success and career growth. For years now, we’ve been named a Best Place to Work by PR Week, PRNews and Crain’s New York. We are curious, ambitious and connected, but most of all we are one team working together to be the global alternative. Why Us: • Flexibility – We understand that life doesn’t always fit around the 9-5; and that work/life integration is crucial. We expect our team members to be in the office at least once per week on “Anchor Days” and as needed, dictated by business, team or client needs., • Global Reach & Opportunity – You will have the opportunity to work within global teams and travel within the US and globally to connect with clients and colleagues., • Development Opportunities – A strong learning and development program with training opportunities at all levels., • Autonomy – The freedom and support to be limitless, and the opportunity to own your career and create the future you want., • Variety – No day is the same as the last. Both within our own walls, and with our clients, we navigate change daily and there’s always an opportunity to stretch your skills, learn something new, seek out a new challenge, and gain expertise., • Our Amazing Team – We are connected, ambitious, and friendly. We don’t step on toes to get ahead, we build each other up, develop and teach each other and understand that each person’s individual success is a win for allJob Description Collecting Resumes Only Hotwire Internship Program - 16 Weeks - 40 Hours Per Week, Monday-Friday This hybrid role is open to: • Our office location in New York You are ready to bring fresh perspectives to our client services teams. You enjoy diving right into helping your teams to execute existing client campaigns. You have the ability to execute your multi-tasking skills to juggle a variety of tasks and projects across different tech industries. Your continued passion for learning drives you to become an industry expert for the accounts you support, serving as an advisor to your teams and clients. As an intern, you'll apply your excellent organizational and time management skills to keep everyone informed on client, competitor, and industry news. You'll be the central hub of information, assisting in managing projects from start to finish and discovering editorial and social media opportunities. This role will provide you with a solid understanding of what it takes to succeed in the fast-paced, high-tech agency. If this sounds like you, read on... About us… We are the pre-eminent global marketing and communications consultancy. We are a group of expert communicators who are fanatical about tech and are here to help businesses ignite their possibilities. Our local experience and global scale allow us to deliver bold but pragmatic comms guidance to tech companies all over the world. When you work with us, we connect and support you in a way that allows you to achieve limitless success and career growth. For years now, we’ve been named a Best Place to Work by PR Week, PRNews and Crain’s New York. We are connected, ambitious and curious, but most of all we are one team working together to be the global alternative. We are looking for an exceptional person to join our North America team as a Public Relations Intern. The Hotwire Internship program is designed to be hands-on, fast-paced and interactive. You will be exposed to real client and agency work. We are looking for curious, driven, creative individuals who are looking to build a solid foundation for their career. Our internship role requires a passion for learning, great attention to detail and determination. We’ll give you a running start with a thorough on-boarding program and we’ll back this up with ongoing tailored training sessions. Your manager will be there to guide and support you. You’ll juggle a varied workload, engaging with multiple teams or clients. Daily, you will: • Research and implement forward-thinking strategies, staying on top of AI, tech trends, and media developments., • Effectively manage competing priorities and executing tasks with precision and efficiency., • Create and maintain databases for media, events, awards, and editorials., • Conduct research projects for team members and communicate your findings., • Produce client documents for media and analyst tours, as well as other events like speaking opportunities., • Participate in media campaigns and product launches, including press outreach., • Provide general support for agency projects, such as social media posts and new business research., • Bring proactive ideas and opportunities to the team to advance your client's objectives., • Gain an understanding of a client's market by reading relevant industry publications and reporting any significant findings to the team., • Actively participate in company related activities and eventsQualifications You’ll Bring: • Excellent organizational and time management skills, • Exceptional attention to detail, • Strong verbal and written communication skills – having an opinion is a must!, • Sound problem solving and decision making skills, • Proficiency with general office tools and platforms such as the Microsoft Suite, Slack and Media Tools, • An interest in Tech Public Relations, • Ability to adapt quickly to new technologies and industry trends., • Proactive problem-solving skills and a creative mindset., • Strong teamwork and collaboration abilities., • A passion for continuous learning and professional development. Compensation: $22.00 an hour, regardless of location Additional Information All your information will be kept confidential according to EEO guidelines. Hotwire is an equal opportunity employer. We are committed to fostering an inclusive, equitable, and respectful workplace where everyone can be limitless. We welcome applications from all backgrounds and do not discriminate on the basis of race, gender, disability, age, sexual orientation, religion, or any other protected characteristic. In line with UK employment law and our global DEIB values, we actively promote fair treatment and equal access to opportunities for all.

Job DescriptionJob Title: Marketing Intern Reports to: Chief Marketing Officer Department: Marketing Compensation: $20/ hour Job Summary: The Marketing Intern supports the Marketing team in executing day-to-day marketing initiatives that enhance brand visibility, support client engagement, and strengthen the firm’s marketing infrastructure. This role is designed to provide hands-on experience with a focus on Social Media(LinkedIn) and Event Coordination. Duties & Responsibilities • Supports execution of social media initiatives, including drafting posts, coordinating approvals, and scheduling content across firm and advisor LinkedIn accounts., • Assists with planning and execution of client and prospect events, including private dinners, webinars, and firm-sponsored events., • Helps prepare invitations, event materials, RSVP tracking, and post-event follow-up communications., • Supports website updates, including posting blog content, updating bios, and maintaining marketing pages as needed.Qualifications and Attributes, • Currently pursuing or recently completed a Bachelor’s degree in Marketing, Communications, English, Business, or a related field., • Strong written and verbal communication skills, with attention to tone, grammar, and detail., • Comfortable working with digital tools such as Microsoft Office, Canva, and basic website or social media platforms., • Highly organized with the ability to manage multiple tasks and deadlines simultaneously., • Process-oriented, dependable, and eager to learn., • Self-starter with a positive attitude and willingness to support a fast-paced, collaborative team., • Must be able to remain in a stationary position 50% of the time., • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. Simon Quick Advisors, LLC is an Equal Opportunity Employer and we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. Powered by JazzHR XA9xHO8lQe

A key advisor to the SVP of Strategic Finance and FP&A, this new role will be an integral member of the Finance team with exposure to all aspects of the business and will partner cross functionally across the executive team and the organization. Bachelor's degree in Finance, Accounting, or related d

HR Business Partner (Contract-to-Hire) Suffolk County / Long Island, NY Are you an HR professional who thrives in client-facing, advisory work and enjoys being a true thought partner to leadership? This is a contract-to-hire HR Business Partner opportunity supporting organizations across Suffolk County, Long Island and the greater Northeast, with flexibility, autonomy, and meaningful client impact. This role is ideal for someone who enjoys high-touch employee relations, practical HR decision-making, and partnering with leadership teams across diverse, people-centric environments. Why This Role Stands Out • Contract-to-hire path with long-term stability, • Variety of clients without the burnout of internal HR chaos As an HR Business Partner, you’ll act as a trusted advisor to a portfolio of 10–25 client organizations, primarily within healthcare, nonprofit, community services, retail, and customer-service-heavy environments. Responsibilities include: • Serve as the lead HR partner for assigned clients, owning HR delivery end-to-end, • Advise on employee relations, investigations, compliance, and policy implementation, • Partner with leadership across levels: from frontline managers to executive stakeholders, • Support recruiting strategy, onboarding, and workforce planning as needed, • Lead and coordinate internal HR team members on client workstreams, • Navigate multiple HRIS platforms across client environments, • Conduct client site visits (~10%) across Long Island, NYC, NJ, CT, Upstate NY, and occasionally Florida, • Hybrid 3 days a week in office/2 days WFH for candidates based in Suffolk County / Long Island, • Open to candidates in Upstate NY or CT - Remote, • Approximately 10% travel for client visits, • Bachelor’s degree required, • HR certification required (SHRM-CP/SCP, PHR, or SPHR), • Or willingness to obtain within one year (certification supported + salary bump upon completion), • Strong experience handling employee relations and investigations, • Comfortable supporting hourly through executive-level stakeholders, • Background in healthcare, nonprofit, community services, retail, or high-touch environments strongly preferred, • Salary + Bonus opportunity, • Professional development allowance, • Paid SHRM membership and certification support We also have clients nationwide looking for candidates with a similar background - if you're interested, please apply today! Company Overview We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

Key Responsibilities Identify, pursue, and close new business opportunities with corporate legal departments Serve as a trusted advisor to in-house legal leaders, delivering custom support Develop and execute strategic plans to grow the client network and drive revenue goals Qualifications 3+