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Job Description Company Founded in 2018 by CPAs, tax attorneys, and software developers, Taxbit is creating an entirely new category to enable widespread compliant adoption of digital assets for the global economy. Taxbit's Software-as-a-Service (SaaS) platform streamlines and automates customers' tax reporting and accounting activities for digital assets. Trusted by leading crypto, tech, and traditional enterprises, Big 4 accounting firms, and government agencies (including the IRS), Taxbit solves compliance challenges at scale amidst an ever-evolving regulatory landscape. Taxbit is backed by leading Silicon Valley VCs with teams located in New York City, San Francisco, Seattle, Salt Lake City, and Europe. Opportunity for Impact As our Customer Success Leader, you will manage and grow the Taxbit teams that serve as central points of contact for our portfolio of existing and growing enterprise customers. You'll have accountability for key customer outcomes such as retention, satisfaction, revenue, adoption, and overall relationship health. You will support your teams as they work to deepen value realization including: implementation, support, identifying new use cases for expansion, and educating customers on industry best practices. You'll lead our post-sales teams while understanding and sharing our competitive advantage with customers. You will collaborate internally with stakeholders like SMEs and Sales teams to ensure a seamless end-to-end experience for our customers. You'll serve as an executive champion for your teams and our customers when it comes to managing product feature requests and building feedback loops with our Product and Engineering teams. Your teams will be responsible for building competitive intelligence of Taxbit products, helping to develop market intel, and sharing best practices and product expertise with our sales team. Role and Responsibilities • Be a hands-on leader in the Customer Experience model from implementation to expansion and renewal to ongoing support; add sophistication and operational rigor to the existing function, • Advocate for the success of your customers as the executive champion, • Own and grow deep client relationships across a portfolio Taxbit's largest accounts, • Drive successful customer business outcomes (e.g. CSAT/NPS, renewals, cross-sell, up-sell), • Retain existing client revenue while working in partnership with our Account Executives to add revenue to the account base, • Establish a strong governance structure for each of your team's accounts, e.g. SteerCos, MBRs/QBRs, executive engagement, • Define goals and metrics for your team to grow business through cross-selling and upsell opportunities, • Develop proficiency as a technical thought leader helping to drive the strategy and execution for Taxbit's Customer Experience, working with cross functional partners., • Create and manage a feedback loop for your team to liaise with Taxbit's Product and Engineering teams, • Build processes for your teams that help to measure performance and ensure that the Customer Operations teams are able to drive business needs, • Partner cross-functionally and globally with other Senior Leadership Team members to ensure Taxbit delivers a seamless customer experience; this includes partnering with Sales to ensure a smooth knowledge transfer and relationship post-sale and working in concert with other post-sales teams like Account Managers and SMEs to ensure flawless service delivery, • Support teams through any escalations or customer issues that may arise for both pre-sales and post-sales, • 10-15 years of people management experience in account management, implementation, customer success, solutions architecture, or sales engineering, • Experience working with Enterprise SaaS platforms, • Previous Technical Sales experience in a SaaS organization, • Hands-on, values-driven leader, • Highly collaborative across departments and geographies Benefits & Perks • Competitive cash compensation (based on experience), • Equity (RSUs), • Competitive benefits package, • A modern 401(k) plan that includes access to crypto, financial wellness benefits, low fees and more, • Hybrid working model: 3 days in-office, 2 days WFH/flexible, • Monday team lunches, snacks and drinks, • Discretionary Time Off - enjoy the flexibility to rest, refuel, and recharge, • Paid parental leave to bond with your child, • Fertility Benefit Corp Press Forbes America's Best Startup Employers Deloitte Top 10 Fast 500 Award Forbes FinTech 50 Recent Product Announcements Taxbit Announces AI Enabled Rules Engine for Crypto Accounting Taxbit Launches DAC7 Compliance Solution for Digital Marketplaces Taxbit Introduces The First Enterprise-Grade Legal Entity Support Solution for Digital Assets Taxbit Launches Innovative CESOP Reporting Solution for Digital Assets TB Thought-Leadership Pieces Fortune - Future of Finance NASDAQ - How Regulation and Technology Are Bridging the Gap Between Tradfi and Crypto Future of Finance Roundtable Event (Video) Coindesk - The Tax Implications of Sam Bankman-Fried's Conviction Fox Business - AI tools streamlining accounting workflows and opening capacity for innovation Bloomberg Tax - Is Anyone Paying State Taxes on Bitcoin and NFTs? (Podcast) Alliance/ Partner Announcements IRS Taps TaxBit to Audit Bulk Crypto Transactions Disclaimers • By submitting an application for this role, you certify that the information contained in the application is correct to the best of your knowledge. You understand that to falsify information is grounds for refusing to hire you, or for discharge should you be hired., • Employment with the Company is at will unless otherwise stated in a written agreement signed by the CEO of the Company. This means that either the Company or the employee can terminate the employment at any time and for any reason, with or without notice.

Job Description Senior Recruitment Consultant New York $70,000–$90,000 base + Uncapped Commission We are open to discussing salary & job title based on experience Are you an experienced agency recruiter? Do you want to be part of a growing recruitment firm? Joss Search is a market-leading boutique recruitment brand that started in the UK over 15 years ago. We are known as a high-quality, specialist firm, recruiting professional services and corporate hires into Private Equity and Alternative Investments firms. We work with the biggest names and have seen consistent growth even in this tricky recruitment market. We are also known for having a fantastic people-focused culture, and we are an employee-owned business, which means when you join us, you are not just an employee, you are an employee-owner. After establishing our New York business in early 2023, we continue to grow, and we’re looking for a Senior Recruitment Consultant to join our team focused on interim hires. What You’ll Do • Inherit and grow client relationships in the FS space., • Be a key member of the team supporting juniors and taking them on client visits., • Build your desk through new business development. Own the clients you win., • Deliver a consultative, high-touch service to clients and candidates., • Contribute to a collaborative, high-performance culture. Why Joss Search? Because we’re built differently. • Employee-Owned – You’ll have a real stake in our success., • Top Employer to work for 2025 - Sunday Times UK Top 100 Employer, • Uncapped Commission – No cap and kicker bonuses, • Elite Clients – Work with the world’s leading Private Equity firms., • Career Acceleration – We’re hiring future leaders, not just recruiters., • World-Class Training – Learn from external experts and internal top billers., • Work-Life Balance – WFH Fridays, “Work from Anywhere” weeks, 19 vacation days plus your birthday off (24 after 2 years)., • Perks That Matter – Global incentive trips, 5% pension match, dental, vision, and more. What You Bring • Proven success in a recruitment agency environment., • You will want to work as a true 360 recruiter (including Business Development)., • Experience in placing administrative, operations or HR support (highly beneficial)., • Experience recruiting into financial services (highly beneficial)., • A relationship-first mindset and a drive to deliver results. We’re ambitious, collaborative, and genuinely supportive. At Joss Search, success is shared, and your growth is our priority. You’ll be part of a team that celebrates wins, learns from challenges, and always pushes for better together. “The culture is unmatched, the training is world-class, and the opportunity to grow is real.” – Glassdoor Review If this sounds like you, then APPLY NOW! Over the holidays, we will be taking applications and will look to interview in January 2026.

Job Description Our client, a world-renowned cancer treatment and research hospital is seeking Guest Service Liaisons. • These are 3 – 6 months temp jobs with possibility to convert to perm., • There are two shift available: Monday - Friday, 10am - 6pm and 12pm - 8pm with weekend rotation and holiday coverage., • One shift available for Saturday and Sunday, 9am - 5pm or 10am - 6pm., • The pay rate is $25.00 per hour., • People Person with a bright smile and outgoing personality to provide professional and responsive guest services for patients and visitors., • Assist with patient appointment search using Epic software., • Patient navigator to assist with wayfinding., • Facilitate a working relationship between patients and the organization by providing excellent customer service., • Liaise with the proper personnel to provide accurate answers surrounding a patient’s questions and concerns., • Triage outgoing and incoming calls to provide positive patient relations and ensure satisfaction., • Help coordinate onsite visitor registration logistics. Help manage/instruct volunteers., • Inventory office supplies. Light administrative duties (scanning, copying, emailing, ordering car services for patients)., • Professionally research and or resolve concerns by deescalating issues. Demonstrate knowledge of online visitor policy/guidelines., • High Level of Customer Service. Candidates with a big personality! Someone who’s smile will greet the patients the moment they walk into the hospital!, • Someone who can professionally engage with patients by looking up their medical appointment and assist them with navigating throughout the hospital., • Patient Engagement – Ask the patient, “ how can I help”, listen to them, assist in the best way possible, • Patient Navigator/director - Assist patients to their appointments, • Assist visitors with visitor registration process, • Someone who can multitask, professionally answers phones, computer proficient, light copying, scanning, emails, and rarely order car services for patients., • Types at least 45/50wpm, • High School Diploma / GED with 2 years of proven experience, • Bachelor's Degree preferredCompany DescriptionWe are a FANTASTIC Woman owned company been in business for 40+ years!We are a FANTASTIC Woman owned company been in business for 40+ years!

Job Description Client Solutions Manager Overview: • The Client Solutions Manager will leverage their knowledge of online media, communication and relationship building skills, and analytical abilities to provide campaign intelligence and campaign strategy consultation, including identifying areas where we can provide more value to our clients. The Client Solutions Manager will be measured by their ability to build, cultivate, and partner with our clients as well as their ability to drive incremental revenue. The Client Solutions Manager is a nimble team player who is comfortable managing multiple clients, campaigns, and projects concurrently., • Location - New York City, NY or San Francisco, CA, • Hybrid Work Schedule – 2-3 days/weekResponsibilities:, • Build trusted relationships with clients providing best-in-class customer experience by proactively identifying and solving customer challenges, • Partner with cross-functional teams across Insights, Marketing, Media Operations, etc. to collaborate on campaign activation and drive toward client goals, • Be a consultative seller to renew and grow client investments, • Proactively analyze and optimize customers’ advertising campaigns and marketing programs to make strategic recommendations to customers and ensure client objectives are achieved, • Consult and own all aspects of the client’s media campaigns including targeting, implementation, creative and content quality, optimization, performance, and proving ROI through campaign insights, • Apply rigor and use technology to design account plans to meet revenue goals, • Support customer communication and education including a best-in-class onboarding experience and ad hoc platform education needs, • Drive new product adoption and partner technology integration to enable client success and efficiency, • Collaborate with product teams to improve service offerings and campaign management tools and ensure our customer needs are metBasic Qualifications:, • 3+ years of experience in advertising, sales, marketing, consulting, or media, • 2+ years of auction based or programmatic campaign management and optimization experience (i.e. Google Ads, SEO/PPC, ad exchange/trading desks)Preferred Qualifications:, • BA/BS degree or equivalent practical experience, • Ability to work with MS Office Suite (PowerPoint, Excel, Google Docs), • Demonstrated experience with Sales Force or relatable ticketing systems, • Demonstrated analytical background and experience with statistical analysis, return on investment modeling, and advertising / media analytics, • Ability to think strategically with a proven track record of achieving results by connecting a customer’s pressures with data-driven products and solutions., • Demonstrated understanding of internet advertising technology and marketing automation, • Ability to effectively manage time, prioritize tasks and work within deadlines with little supervision, • Ability to work independently and collaborate cross-functionally, • Demonstrated commitment to understanding and prioritizing the needs of the customerSuggested Skills:, • Stakeholder Management, • Sales Force, • Google DocsCompensation:, • $30.96 - $38.70/hr. (W2/Non-Exempt)Req# 16064

Job Description Are you a people person with a friendly disposition? Do you love details and thinking on your feet? Are you interested in the tour and travel industry? Inside Out Tours, an award-winning NYC tour company, is seeking collegial, detailed oriented and computer literate individuals to assist with weekend tour logistics, guide supervision/recruitment, vendor relationships and itinerary building. Responsibilities: -Lead and supervise field operations and logistics on weekends(Saturday and Sunday) with the option of assisting during the week. Saturdays and Sundays (including early mornings) are mandatory but weekdays are flexible. -Process customer bookings and check in on-site in the field, ensure timely departure of groups and respond to customers in transit or with same day inquiries -Assist with obtaining and delivering equipment (including visual or audio materials) for tour guides -Improve tour guiding materials, including visuals, audio, and written materials -Assist in adopting best guiding practices in planning and execution of tours -Assist with uploading, processing and clearly recording client vouchers -Help with the supervision of tour guide compliance with company policies and procedures • Help optimize our existing customer service processes and methodologies, • Help management respond to operational issues, trouble shoots and improves operations to increase efficiency -Interface with tour guides on all administrative and scheduling matters • Assist with sourcing of transportation, vendors and tour site options -Assist with community relations with our company -Assist with customer service in the field -Assist with group tour logistics, scheduling and operations -form relationship with restaurants and venues and tourism partners across the city -Create turnsheets and travel itineraries for new groups -Serve as front-line contact person for weekend FIT and group tours when on duty Job Requirements: * Foreign Language (French, Spanish or Italian) is a BONUS * Experience working outdoors, in community outreach or in the field is preferred * MUST BE ABLE TO WORK EARLY MORNINGS - Mondays, Fridays, Saturdays and Sundays. * Must be able to work in HARLEM AND LOWER MANHATTAN * Able to work in a variety of weather conditions, rain or shine * Great communication skills * Must have access to a smartphone. * Tech savvy * Detail Oriented * Resourceful

Job DescriptionLocation: Newark, NJ 07103Date Posted: 12/02/2025Category: NursingEducation: Bachelor's Degree The Delta-T Group is a nationwide source with over 35 years of business of interim staffing referrals and workforce solutions within the K-12 education, social service, behavioral health, substance abuse, and disability fields. We connect caring professionals with rich and rewarding client opportunities. The Delta T Group has built a reputation for referring highly qualified professionals for rewarding short and long-term independent contract opportunities. Our Clients are seeking School Nurses to work in North Jersey. CLIENT'S AVAILABLE HOURS *School Hours - Typically between 8:00am - 3:00pm. Compensation: $42-$50/hr. SUMMARY OF CLIENT'S DESCRIPTION OF THIS OPPORTUNITY *Support student success by providing health care through assessment, intervention, and follow-up for all children within the school setting. • Address the physical, mental, emotional, and social health needs of students and support their achievement in the learning process. CLIENT'S REQUIRED EXPERIENCE & EDUCATION • Must be willing to get fingerprinted by NJ Department of Education Fingerprints, • Must have RN License in the State of NJ, • Ability to work professionally with school personnel, parents and children, • Must be able to produce current medical/health documents including: physical examination, Tuberculosis/TB Skin Test, CPR certification, • Must be willing to obtain a substitute school nurse certification prior to starting. DTG ADVANTAGES • Establish a relationship with one of the nation's largest referral agencies for behavioral-health., • Compensation processed weekly., • Increase or decrease your schedule at your discretion: choose opportunities that best fit your schedule., • Ability to grow professionally., • Access to a broad array of client opportunities. COMPANY MISSION Delta-T Group's mission is to provide cost-effective, reliable, and innovative referral solutions for the social-services, behavioral-health, allied-health and special-education fields, for the betterment of those needing care and support Title: School Nurse Essex County $42-$50/hrClass: Nursing Type: CONTRACTRef. No.: 1307339-6BC: #DTG121 Company: Delta-T Group North Jersey, Inc.Contract Contact: EDU NJOffice Email: Phone: 800-426-0932Office Address: 1460 Route 9 North, Suite 300, Woodbridge, NJ 07095 About Us: Each Delta-T Group office is separately incorporated. Delta-T Group is a referral service for self-employed independent contractors seeking behavioral healthcare education and social service supplemental marketplace opportunities. Delta-T cannot guarantee any number or duration of referrals or opportunities as a result of your registration. When and if opportunities become available, you may accept or decline such referrals at your sole discretion.

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 DescriptionOverview Company Overview: Advance your career in security with Allied Universal® Enhanced Protection Services, the global leader in security and threat mitigation. Following the acquisition of MSA Security® in 2021, we became the world's largest non-governmental canine detection company. Specializing in canine explosives and firearm detection, we offer exciting career opportunities for those passionate about canine security. Join our innovative team committed to excellence in the security industry and make a meaningful impact. Explore key roles such as canine officers, handlers, trainers, veterinary technicians, and kennel managers. Job Description Our canine group, under Allied Universal® Enhanced Protection Services, is hiring a Scheduling Representative.The Scheduling Representative will be responsible for all Scheduling and Administrative duties for their assigned clients. This individual will report to the Scheduling Manager. This position will also act as liaison for all other departments relevant to the scheduling and operations functions. This individual will also use advanced knowledge of the scheduling function to enhance the administrative aspects of the scheduling and operations functions. This individual will be responsible for the coordination and communication between our front-line employees, the client and MSA management. The Scheduling and Operations Specialist will ensure that each shift and post is covered and will be prepared with contingency plans when we have exceptions. Due to complex nature of the role of Scheduling Representative, the incumbent must understand each post, the location of the post, the credentials needed to work at that post, and then have a facile knowledge of all of the Handlers/Operatives working within their region and know who has what credentials, who is available, where he/she is currently working, if they would be able to work an additional post, how long it would take to travel to there, if the amount of sniff time of the dog is within TSA limits, etc. RESPONSIBILITIES: • Plan and communicate the weekly shifts to cover all posts in the assigned region, • Communicate and coordinate with management and our front-line employees to make adjustments when necessary due to changes in the schedule (client requests, call-outs, etc.), • Use independent to determine optimal employee placement based on client needs; receive emergency service requests and negotiate with customer regarding service level and qualifications of personnel for assignment, • Maintain Scheduling database to ensure accurate information on the daily schedule is posted, • Collaborate with Human Resources on matters including but not limited to personnel information, incident tracking, and disciplinary action, • Address tardiness of employees and coordinating disciplinary actions with the relevant supervisors, • Address daily call outs and locate replacements for the shifts, • Coordinate daily schedule adjustments in a timely fashion, • Clear all “exceptions" to the schedule on a daily basis to ensure the weekly payroll records are correct by calling handlers/operatives, verifying data, etc., and documenting steps taken, • Collaborate with employees involved from both scheduling and additional departments to increase capabilities, resolve billing issues, satisfy customer complaints, etc., • Enter employees/shifts into database with goal of having little to no overtime; manage overtime, non-billable, etc. so that it is explainable, • Work with Sales Department to determine ability to support prospective client requests; creatively find solutions without “adding more resources" being the only answer, • Provide input on staffing and recruitment needs, focused on specific areas, times, clients, etc. Build a case where and why additions to staff are needed using metrics, trends, etc., • Primary contact for all assigned client sites as it pertains to Scheduling, • Maintain contact with field employees to ensure timely arrival, answering of post questions, and any additional information., • Enter employees, hours and shifts into Scheduling database; maintain integrity of data, make corrections as necessary, • Recognize each post, the credentials required for each post, the handlers and/or operatives and the credentials each have, and be able to achieve maximum staffing levels with minimum overtime each and every week, regardless of additional requests made by clients, etc., • Manage requests for PTO, military drills, illness, bereavement, etc. such that all posts are filled, schedules are published at least 2 weeks in advance, OT in minimized, non-billable is at a minimum, and employees receive an equitable distribution of the hours available; be willing to have work audited at a later date and be able to explain rationale why decisions were made, • Cooperate with any and all requests for information when dealing with discrepancies or questions by internal departments or 3rd parties; be able to explain thinking and rationale, • Drive/Manage all “heavy" weekends - shift resources around (as possible), identify possible solutions to shortages, implement staffing schemes that will achieve desired outcomes, • Track phone calls and make scheduling changes as they are received, • Schedule required monthly, quarterly, and annual training for field employees, minimizing overtime, the need for bringing in support from other regions, and/or missing posts, • Be proficient with all forms of communication to include emails, phone calls and text messages to effectively communicate with employees regarding scheduling, • Communicate professionally, clearly, and succinctly with clients to better understand their needs, negotiate changes, and clarify understanding, • Correspond with calls and emails from employees regarding their availability; maintain professional demeanor at all times; be willing to be assessed by the quality of those communications, • Track employee cancellation and refusals for accepting posts, • Maintain employee vacation schedules with updates to the Scheduling Manager, • High School diploma or equivalent, • Minimum of two (2) years of work experience in a complex staffing environment or managing the scheduling function of a large security operation, • Ability to make fast scheduling decisions as changes and adjustments occur, • Exceptional organizational skills, • Strong attention to detail, • Ability to work collaboratively with others; build strong working relationships, • Demonstrated ability to make independent decisions quickly; to reprioritize importance of issues and to resolve issues in order of importance, • Ability to follow up and work independently, • Knowledge of Microsoft Office Suite with the ability to create and analyze reports as necessary required, • Ability to work in a fast-paced environment; manages stress well and can succeed despite multiple challenges being on one's plate at once, • Prior experience scheduling a dispersed workforce, • Prior experience working with Explosive Detection Canine Handlers and/or knowledge of the region and client sites, • Knowledge scheduling software, • Medical, dental, vision, basic life, AD&D, and disability insurance, • 401(k) plan, subject to eligibility requirements, • Paid time off offered, • Eight paid holidays (subject to eligibility), • Employee Assistance Program, • Employee discounts through our perks program to your favorite restaurants, entertainment venues, and much more! Salary Range: $60,000 - $64,350 per year Closing Allied Universal® is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: . Requisition ID 2025-1492845

Job Description We are in search of an Enterprise Customer Solutions Manager to join our Customer team of strategic retail marketing experts dedicated to empowering our clients to leverage Ometria's Customer Data and Experience Platform for delivering exceptional customer experiences. You will hold a pivotal role in driving value and success for your clients, reporting directly to the Vice President of Customer Success. Your responsibilities will encompass managing technical projects across a portfolio of our VIP customers. Your primary objective will revolve around nurturing C-Suite technical client relationships, ensuring maximum client satisfaction, and facilitating smooth technical project delivery to drive CRM revenue growth for some of the North America's most innovative retail businesses. Who are we? Ometria is a Customer Data and Experience Platform built for retail marketers to be the fastest route to sustainable growth. Ometria helps marketers plan and launch their most profitable campaigns twice as fast, increasing their customer loyalty and CRM revenue with personalized marketing messages all throughout the customer journey. Our platform combines the data unification and customer insight of a CDP with an experience platform, letting retail marketers easily and efficiently create experiences their customers love across email, mobile, on-site, social, direct mail and more. Ometria is trusted by some of the fastest growing retail brands in the world such as Brooklinen, Davines, Steve Madden, and Sephora. We have a team of over 120 Ometrians based in North America and Europe. We have raised $75m from leading venture capital funds across the world such as Infravia Capital Partners, Octopus Ventures, Summit Action, Sonae IM and many others. Key Outcomes: • Deliver Customer Retention : You will champion customer retention by proactively identifying and resolving technical challenges that could lead to negative sentiment, ensuring seamless project delivery, mitigating sentiment risks, advocating for clients, and communicating updates on technical integration wins and obstacles., • Scope and deliver success technical projects :You'll maximize customer value with Ometria by efficiently addressing needs by scoping and delivering solutions, peer validation, demonstrating platform expertise and tailored communication throughout., • Build and maintain client champions : You will strengthen client relationships, align aspirations, enhance visibility, and maintain trust through consistent delivery resulting in positive sentiment. Key Responsibilities: • Data audits: Proactively drive integration and data accuracy success by providing comprehensive integration and data audits to clients, presenting opportunities to improve their tech stack and integrations with Ometria., • Preemptive remediation : Proactively pre-empt customer escalations and challenges by recognizing signals in sentiment risk and flagging customer challenges to Customer Success for remediation., • Assist CS: Work collaboratively with Customer teams by providing insight and support when they have technical questions and readily joining other teams in speaking to their clients when needed. Requirements Competencies and Experience: • Minimum 5 years of technical account management experience in an enterprise software organization, preferably in the Retail and Ecommerce space., • Exceptional Communication skills, adept at confidently presenting robust and thoughtful solutions to clients, and communicating effectively with diverse stakeholders, including C-Suite executives., • Strong Client Management and Relationship-building skills, with a proven track record of delivering first-class customer service and exceeding client expectations., • Data Literacy, comfortable working with and interpreting data sets to derive insights and build compelling narratives., • Technical Understanding and Communication Proficiency, with the ability to adapt communication to stakeholders and a solid understanding of technical aspects relevant to Ometria's partnerships., • Meticulous Prioritization and Self-Management skills, thriving in fast-paced environments and effectively managing multiple tasks under pressure while contributing collaboratively to ideas and initiatives. The salary range for this role is $150,000 to $250,000. The final pay offered may vary based on several factors, such as job-specific knowledge, skills, and experience. Benefits • Unlimited paid time off, • Health Insurance, • Dental, • Vision, • Mental Health Support

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 Description About impact.com impact.com is the world's leading commerce partnership marketing platform, transforming the way businesses grow by enabling them to discover, manage, and scale partnerships across the entire customer journey. From affiliates and influencers to content publishers, brand ambassadors, and customer advocates, impact.com empowers brands to drive trusted, performance-based growth through authentic relationships. Its award-winning products—Performance (affiliate), Creator (influencer), and Advocate (customer referral)—unify every type of partner into one integrated platform. As consumers increasingly rely on recommendations from people and communities they trust, impact.com helps brands show up where it matters most. Today, over 5,000 global brands, including Walmart, Uber, Shopify, Lenovo, L'Oréal, and Fanatics, rely on impact.com to power more than 225,000 partnerships that deliver measurable business results. Your Role at impact.com: Join our rapidly growing Performance Creator Team as the Creator Agency Consulting Manager, where you will lead the strategic development and growth of our agency partner ecosystem. You'll build and nurture relationships with affiliate and influencer marketing agencies, empowering them to scale world-class Performance Creator programs for their brands.This role is both strategic and hands-on — ideal for someone who thrives in partnerships, education, and elevating industry best practices. You'll be the architect behind our Performance Creator Gold Standards, shaping how agencies engage, monetize, and grow within this evolving channel. What You'll Do: Channel Strategy & Development • Develop and execute a strategic plan to grow performance creator adoption within the agency channel., • Identify, evaluate, and onboard high-potential agency partners aligned with company objectives., • Serve as the primary point of contact for agency partners on all performance creator initiatives., • Educate and advise agencies on performance creator strategies, monetization models, and platform best practices., • Manage agency portfolio performance using indicators such as:, • Number of brands and active programs, • Client retention and satisfaction, • Creator community growth and engagement, • Creator payout volume (GTV), • Demonstrated program performance improvement over time, • Develop reports and dashboards to track agency performance, growth, and contribution to revenue, • Deliver actionable insights and business reviews to leadership and cross-functional teams., • Bachelor's degree in Marketing, Business, Communications, or related field (or equivalent experience)., • 4+ years of experience in affiliate marketing, business development, partnerships, or creator marketing., • Proven experience working with or within agencies., • Strong negotiation, relationship management, and analytical skills., • Experience building or scaling an agency partnership program., • Background in e-commerce, SaaS, fintech, or digital advertising., • Strong understanding of digital marketing and attribution models. Key Competencies • Strategic Thinking, • Relationship Building & Influence, • Data-Driven Decision Making, • Project Management, • Negotiation & Communication, • Growth in revenue and new customers driven by agency partners, • Increase in active, high-performing agency partners, • Improved ROI and efficiency of agency-led creator programs, • Strength, retention, and satisfaction of agency relationships Salary Range: $112,500-$131,250 OTE potential total on target earnings (base + commission), per year, plus eligibility to receive Restricted Stock Unit (RSU) grant. *This is the pay range the Company believes is equitable for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Benefits and Perks: At impact.com, we believe that when you're happy and fulfilled, you do your best work. That's why we've built a benefits package that supports your well-being, growth, and work-life balance. • Medical, Dental, and Vision insurance, • Office-only catered lunch every Thursday, a healthy snack bar, and great coffee to keep you fueled, • Flexible spending accounts and 401(k), • Flexible Working: Our Responsible PTO policy means you can take the time off you need to rest and recharge. We're committed to a positive work-life balance and provide a flexible environment that allows you to be happy and fulfilled in both your career and your personal life., • Health and Wellness: Your well-being is a priority. Our mental health and wellness benefit includes up to 12 fully covered therapy/coaching sessions per year, with additional dependent coverage. We also offer a monthly gym reimbursement policy to support your physical health., • A Stake in Our Growth: We offer Restricted Stock Units (RSUs) as part of our total compensation, giving you a stake in the company's growth with a 3-year vesting schedule, pending Board approval., • Investing in Your Growth: We're committed to your continuous learning. Take advantage of our free Coursera subscription and our PXA courses., • Parental Support: We offer a generous parental leave policy, 26 weeks of fully paid leave for the primary caregiver and 13 weeks fully paid leave for the secondary caregiver. #LI-NewYork,NewYork_Hybrid

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 Are you a dynamic, seasoned client professional who lives on Long Island, NY and who excels at managing clients and can also help cultivate a client management team by developing processes and best practices - and delivering solutions that scale? If so, this Client Program Manager role is for you. We are looking for someone who has experience managing all aspects of client relationships and who wants to join a dynamic team that is quickly scaling to transform care delivery with its market-leading automated virtual health platform. In this position, you will need to bring passion as well as skills in relationship building, consulting, project management, business analysis, reporting, software lifecycle management, and scaling an organization. This position will require regular transportation to multiple locations primarily on Long Island but also to other sites across New York City. Responsibilities: • Be the focal point for the client’s every need and become a trusted advisor with clients by deeply understanding their business and aligning their needs with our solutions, • Track and monitor client status, identifying areas of concern, and pursue growth and upsell opportunities., • Drive the onboarding of new client accounts and ensure successful implementations as well as deep trusted relationships. • Write technical and functional requirements, when necessary, during implementation., • Act as client advocate while effectively collaborating with internal teams, including product management, content, engineering, growth, and finance., • Support the reporting and analytics needs of the client., • Build out client management processes internally and identify best practices. • Coordinate, execute, track, and deliver various customer projects from initiation through completion., • Identify and resolve operational and services related issues to ensure customer satisfaction. • Assess risks at the customer project level so as to develop and execute risk and contingency management plans as needed., • Inform senior management and clients on project status, schedules, and key issues on a regular basis. • Provide timely responses to all customer-driven performance inquiries., • Bachelor’s degree, • 7+ years experience in account management & client services organizations working with large clients, healthcare provider system clients preferred, • Experience in healthcare, providing or supporting care to patients, • Experience in communicating with senior business leaders, • Experience with healthcare ROI models, • Experience working in an organization that provides software as a service, • Experience using Microsoft Office, Google applications, Jira, Confluence, project management tools Capabilities (skills or knowledge required for success):, • Excellent written and verbal communication skills, • Exceptional client relationship-building skills, • Strong critical thinking and analysis skills with a passion for solving problems that have not been solved before, • Strong project management skills, • Ability to communicate well with people at all levels, • Ability to work cross-functionally in a dynamic team environment, • Ability to manage influence through persuasion, negotiation, and consensus-building, • Ability to visit client sites within the New York area but concentrated on Long Island multiple times a week To help get us there, we’re cultivating a diverse and vibrant team that works together to change the way healthcare is delivered. As a rapidly growing company, we’ve embraced several core values that guide both our culture and team: • We care about people – the patients our chats are designed to help, the care team members who use our solutions, our partners who help bring our products to market, and most of all, our team members with whom we work. We strive to be empathetic and trusting, to understand and create space for the sharing of feelings and perspectives from others., • We are data-driven. We strive to make decisions based on the best available data. If data changes, we will be open to changing our perspective. We will always endeavor to collect and create the most rigorous data we can. We, similar to the best healthcare providers, are evidence-based., • We are passionate about improving the health & care of every person we can, and we are passionate about building a sustainable company that can impact the lives of as many people as possible. We are passionate about doing it with team members who share the same passion., • We strive to be proactive. Just like we are trying to move healthcare from being reactive to proactive, we value pushing things forward – solutions, ideas, the business, ourselves., • 401k plan, • Medical, Dental, Vision benefits, • Monthly Grubhub Stipend, • Flexible* PTO, • Paid parental leave, • Fully Embrace Remote Teamwork, • Career Development, • MacBook Pro and hardware stipend to get you started

Job DescriptionSalary: $141,000-$152,000/year based on experience Location: Manhattan Schedule: Monday-Friday, full time, 8 hour shifts, traditional business hours Who are we? Private Medical has spent the last 20 years creating a new category ofconcierge medicineprivate medicine by designing a system that honors the relationship between patients, physicians, and each member of the care team. Based in California, New York, and Florida, our physician-led teams work in concert with our Gynecologists, Naturopathic Medicine Doctors, curated local specialists, elite medical centers, and specialists around the world, to provide relationship focused, evidence-based, longitudinal care to our members and their families. Private Medical is, by design, privately held and free from any conflicts of interests. Right now we're looking for an experienced RN to join our team at our office New York City! You will be practicing adult primary care nursing in a personable, non-hospital environment, one unencumbered by time or volume requirements dictated by insurance or institutional protocols. There is great patient interaction and close teamwork with physicians, fellow nurses and other team members. You will have time to invest in deep relationships with patients, and your success will not be measured based on volume or time, but on providing the best quality care at a high level of service. You have to be willing to have a great client service attitude - gracious, personable, and accommodating. About you: • Active New York RN license, • Minimum of three (3) years as an RN in a hospital or outpatient clinic, • Bachelors degree required, BSN preferred, • Excellent communication and written skills, • The ability to harness independence and autonomy, when necessary, as well as the ability to work seamlessly as part of a team, • Flexibility and willingness to occasionally work after hours or on weekends, if necessary, • Positive and proactive!, • Sound clinical and personal judgment and professional demeanor, • Proven leader with track record of providing extraordinary patient care and customer service, • Advanced computer literacy, primarily with Apple products What will you be doing in this role? • Provide world class, comprehensive, customized nursing care to our patients this includes seeing patients in our office for appointments and doing house calls as needed to the patients' homes, • Work closely with teams of doctors and patient care coordinators to ensure best patient health and satisfaction outcomes, • In addition to working with patients in the Private Medical office, you will prepare for and execute all-inclusive visits to patients homes and offices, • Perform blood draws, IV therapies, therapeutic phlebotomy, and routine and travel vaccinations, • Correspond directly with patients on a routine basis, fostering a relationship of trust and reliability, • Coordinate prescriptions and refills with pharmacies worldwide, • Document all therapies, procedures, medications, and clinically relevant patient interaction into the electronic medical record Whats in it for you? • A competitive starting salary commensurate with experience and skills, • 401(k) with a match (up to 3% of salary), • Robust health benefits and paid time off, • 10 paid holidays off & 1 floating holiday, • ...and most importantly more time to provide outstanding care for patients and work with great colleagues! At Private Medical, we know that a great experience for patients, physicians, and the entire team transpires when people from different geographies, religions, ethnicities, political affiliations, genders, abilities, and creeds engage in collaboration. It is vital that we remain curious and compassionate towards ourselves and others, that we celebrate the new perspectives diversity invites us to see, and that we learn and adapt to the influence of our community to foster a safe and collaborative space.

Job DescriptionThe Role We are looking for a Client Success Manager who will serve our existing customer base that includes a variety of distributed generation assets on the East Coast. You will report to our Senior Director of Client Success and work a hybrid schedule from either our HQ in Ridgewood, NJ, or the New York City office (Union Square area). Key responsibilities will include: • Serve as the primary point of contact for Scale customers, • Monitor and analyze energy and financial asset performance to ensure both internal and external goals are being met, • Identify ways to improve and optimize asset performance to enhance value for Scales customers, • Maintain contractual obligations under PPA, interconnection agreements, and energy service agreements, • Prepare and deliver monthly, quarterly, and annual performance summaries and presentations to customers, • Track performance KPIs, • Work directly with Scale’s customers to build and cultivate strong relationships, ensure operations and goals are aligned, and Scale’s assets are performing, • Coordinate with both internal teams and the customer for all post-installation support and service needs effectively and efficiently, ensuring a high customer satisfaction level, • Complete ad-hoc analysis based on customer needs and feedback, • Regularly gather customer feedback and liaise with Scale’s internal teams to incorporate feedback and enhance customer experience, • Continuously look for opportunities to add value to our customers, offering further energy services/energy solutions to customers, • Managing Scale’s third-party service providers and ensuring a strong understanding of each of their roles to facilitate timely and accurate resolutions if/when issues arise, • Handle customer questions and requests effectively, and proactively communicate with customers, handle service problems politely and efficiently, • Recognize problems and respond by systematically gathering information, sorting through complex issues, seeking input from others, and addressing the root cause of issues, • Make timely decisions to ensure high levels of customer satisfaction, • Ensure Scale’s assets are operating in compliance with all permits and coordinate any ongoing reporting requirements by local regulatory authoritiesTo be successful in the role, you should have:, • 3-7+ years of demonstrated experience being an asset manager, client success manager, or account manager in a clean energy or industrials environment, • Experience with managing distributed solar PV, BESS, natural gas generator, and/or EV charging projects preferred, • A fundamental understanding of energy markets, utility bill calculation, and DERs, • Baseline knowledge of electric infrastructure in commercial and industrial facilities, • Strong understanding of solar plant design, SCADA data, and O&M principles., • Financial modeling and energy performance analytics proficiency (Excel, Power BI, etc.), • The ability to succeed in ambiguous and autonomous environments, • Strong relationship-building skills and willingness to travel to client meetings when needed, • Excellent customer service skills, • Sound decision-making with the ability to balance both short-term and long-term needs, • The ability to manage ambiguity and relay complex concepts in a simplified manner, • Familiarity with asset management platforms and monitoring systems, • Excellent communication, reporting, and stakeholder management skills

Job DescriptionAbout Us Obligo builds trust between landlords and renters using financial technology, eliminating the burden of security deposits. Property owners and managers use Obligo to streamline their operations, defend themselves from fraud, and make their listings more appealing to renters. About the Position We are seeking an experienced Customer Success Lead to lead our Customer Success team and build successful partnerships with property management companies nationwide. Reporting to the company's VP Revenue & Operations, you will be responsible for executing our customer success strategy, making a meaningful impact on our customers' businesses, and helping turn satisfied customers into long-term advocates of Obligo. In this role, you will directly manage a portfolio of customer accounts while also leading and supporting the Customer Success team in a hands on, player-coach capacity. As a people leader, you will set standards for pipeline reviews, call reviews, and account planning across the Customer Success team. As a data-driven leader, you will define and track metrics and SLAs that pinpoint where and when customer interventions are necessary. As the voice and champion of our customers, you will work cross-functionally with Product, R&D, Data, Sales, and Marketing to ensure Obligo delivers a world-class customer experience. Responsibilities • Own top-down responsibility for the success of key and enterprise accounts within assigned property management systems (PMS), including performance, relationships, retention, and growth., • Directly manage a portfolio of customer accounts while supporting team ownership of top accounts within their respective PMS responsibilities., • Own and oversee the onboarding process for accounts in assigned channels, including the primary channel and secondary channels as needed., • Partner closely with Sales by PMS to ensure smooth customer handoffs and ongoing alignment through weekly squad/pod meetings on pipeline, account status, and growth opportunities., • Monitor customer usage and health through dashboards and reporting to identify trends, risks, and adoption blockers, and drive solutions in collaboration with Product, R&D, and external partners., • Track product flavors and version rollouts within assigned channels to ensure customers are enabled on the appropriate configurations., • Lead and support a team of Customer Success Managers and adjacent roles, setting standards for account management, onboarding, and customer engagement., • Conduct regular pipeline reviews, account planning sessions, and call reviews to ensure consistency and quality across the team., • Act as the internal voice of the customer, sharing insights and feedback across Sales, Product, Marketing, Data, and R&D., • Contribute to customer success stories, case studies, and referrals.Skills and Qualifications, • 5+ years of experience in a client-facing role at a B2B SaaS company., • 4+ years of experience leading or managing customer-facing team members., • Experience owning customer relationships across onboarding, renewal, and expansion., • Experience working with complex SaaS platforms., • Prior experience in property technology (proptech) or property management is a strong plus., • Bachelor's degree in business, marketing, engineering, or a related field preferred., • Strong relationship-building, communication, and organizational skills., • Ability to understand customer tech stacks and work comfortably with CRM and data tools., • Comfort working with data and building or modifying basic reports in HubSpot; Tableau or Sigma is a plus., • Competitive base salary and bonus structure, • Stock options, • Multiple Health, Dental, and Vision plans that begin on day one, • Remote office expense reimbursement, • Generous PTO and holiday schedule, • Commuter benefits, • Life insurance, • Quarterly team kickoffs and other team outings, • Amazing offices in NYC and Tel Aviv, • A chance to work with incredible teammates that are super bright, creative, talented, and passionate Salary Range: $135,000 – $150,000

Job Description Come join the global leader in Legal and Governance AI - as we expand our Governance sales team in the US! LegalOn, the pioneer in LegalAI for corporate legal teams working with over 7,500 in-house teams globally, completed the acquisition of Fides, a governance AI innovator revolutionizing how global enterprises manage their governance across over 100 countries. Our AI-powered platform streamlines entity and board management with built-in legal logic tailored to every jurisdiction, helping companies like Allianz Global Investors, Sequoia and Lime manage governance workflows with unprecedented speed, accuracy, and compliance. Following our success across Europe and early traction in the US, we are now scaling our sales organization in North America - and we’re looking for ambitious and driven customer success professionals to join our growth journey. The Role As a Customer Success Manager / Legal Operations Specialist for our Governance product (Fides), you will work closely with our enterprise and financial institution (asset managers, private equity, …) clients to help them adopt and fully capture the value of our platform. You will lead the onboarding and initial setup for new customers, support initial setup, and manage the relation with clients as they ensure successful adoption of the Fides platform. Leveraging your legal expertise and understanding of corporate law, you will work closely with in-house legal teams - most often General Counsel, Corporate Secretaries, and their supporting teams - you will help clients accurately map governance data, optimize workflows, and unlock the full value of our platform. You will collaborate with our global Customer Success, Product, and Sales teams to deliver a seamless client experience, expand client relationships, and contribute to the growth of our Governance business. Responsibilities Legal Advisory and Governance Expertise • Serve as a knowledgeable point of contact for clients on corporate law and governance workflows., • Interpret and extract legally relevant data from complex corporate documents and map it accurately into the Fides platform., • Lead onboarding projects for new enterprise clients, ensuring a structured, efficient, and timely implementation., • Design onboarding plans, coordinate stakeholders, and deliver training that accelerates product adoption., • Support clients throughout their lifecycle with proactive check-ins, responsive communication, and issue resolution., • Drive product usage, deepen engagement, and promote best practices to maximize client value., • Identify upsell opportunities within existing accounts and partner with Sales where needed to expand usage or introduce additional services., • Collaborate with Product to communicate client needs and suggest enhancements that improve platform usability and compliance., • Partner with Sales, Implementation, and Support teams to ensure unified, high-quality client outcomes., • Identify processes suitable for automation and help implement workflow improvements across CRM and internal systems. Qualifications: Legal and Governance Background • Licensed attorney in one or more US jurisdiction, • Strong understanding of corporate law, entity management, governance documents, and regulatory frameworks., • 1 to 2 years of experience in a fast-paced environment such as BigLaw, Big Four, financial institutions, or a related field., • Experience working directly with clients; LegalTech or SaaS experience is a strong plus., • Strong project management skills with the ability to manage multiple onboardings and client relationships in parallel., • Excellent communication skills with the ability to explain legal concepts clearly and deliver actionable guidance., • Creative, analytical mindset with comfort using metrics, data, and structured processes to drive success., • Competitive base salary + uncapped commission structure., • Comprehensive health, dental, and vision insurance, generous PTO and 401K plan, • Flexible working arrangements. Preferred NY location (Hybrid). (San Francisco or remote within the US/Canada can also be considered for the right profile)., • Opportunity for advancement as part of fast-growing global team.

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 Description Full-Time Recruiter – Wealth Management (Manhattan, NY) About Us We are a boutique recruitment firm specializing in placing top-tier talent within the wealth management and financial advisory sector. We work closely with leading RIAs, private banks, wirehouses, and family office clients across the U.S. Our firm is growing rapidly, and we are seeking a dedicated full-time Recruiter to join our Manhattan team. Position Overview The Recruiter will be responsible for sourcing, screening, and managing high-caliber candidates within the financial and wealth management industry. This role requires someone who is detail-oriented, proactive, highly organized, and comfortable working in a fast-paced, relationship-driven environment. You will be speaking directly with financial advisors, wealth managers, and senior-level professionals. Responsibilities • Source and recruit top talent within the wealth management and financial advisory space, • Build and maintain a pipeline of qualified candidates, • Coordinate interviews and manage candidate communication, • Prior recruiting experience required (financial services experience is a plus), • Strong communication and organizational skills, • Professional, detail-oriented, and proactive, • Must be comfortable working in a fast-paced environment Company DescriptionWe are a boutique recruitment firm specializing in placing top-tier talent within the wealth management and financial advisory sector. We work closely with leading RIAs, private banks, wirehouses, and family office clients across the U.S.We are a boutique recruitment firm specializing in placing top-tier talent within the wealth management and financial advisory sector. We work closely with leading RIAs, private banks, wirehouses, and family office clients across the U.S.

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About our role: We are looking for a highly motivated and licensed Financial Customer Experience Associate to lead moomoo’s in-person activations in our NYC Brand Store. In this role, you will be driving sales, building customer relationships, and handling live customer support. This role combines financial expertise, client relationship management, and event leadership to deliver an exceptional in-person customer experience. You will oversee store operations, drive client acquisition, provide licensed investment guidance, and ensure compliance with FINRA and SEC regulations.This is a hands-on position perfect for someone who thrives in high-energy environments, excels at client engagement, and has a deep passion for finance and the U.S. stock market. Requirements Key Responsibilities: • Financial Expertise - Learn and maintain a deep understanding of moomoo's history, mission, product features, trading tools, and customer promotions to effectively communicate value to clients, • Client Onboarding -Assist customers with account openings, deposits, and account modifications on-site, • Sales & Promotions Management -Manage and plan sales promotions and marketing campaigns for the Brand Store, • Client Support - Provide exceptional client support by answering incoming questions about moomoo products and services, • Sales & Inventory Tracking - Track and report merchandise inventory, sales, and customer conversion data at each event, • Cross-Functional Collaboration - Collaborate with cross-functional teams to support/create promotional campaigns, marketing initiatives, and sales efforts, • Financial Market Awareness - Stay current on market news, trends, and economic events, and effectively communicate relevant insights to customers, • Store Operations Management - Oversee day-to-day Brand Store sales and operational workflows, • Compliance - Ensure all marketing and sales activities comply with FINRA and SEC guidelines Qualifications: • Must currently have Series 7, and ability to obtain Series 63 license within the first 90 days of employment., • 3+ years of experience in sales and/or customer service within a financial services company., • Strong personal trading experience (preferred)., • In-depth knowledge of FINRA and SEC marketing guidelines., • Deep understanding of trading products, services, and the U.S. stock market., • Excellent leadership, communication, and customer engagement skills. What We Offer: • Competitive salary and performance-based bonuses., • Comprehensive benefits package, including health, dental, and retirement plans., • Opportunities for professional growth and development., • A dynamic and collaborative work environment. Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $55,000-$100,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job DescriptionAbout UsCanary Technologies is changing the game for hotels with modern software powered by Canary's hospitality-specific AI platform. Canary is utilized by 20,000+ hoteliers in 100+ countries to equip hoteliers with the technology they need to work smarter and wow their guests. Major hotel brands such as Wyndham, Marriott, IHG, Four Seasons, Rosewood, and Best Western trust Canary to deliver results. Canary was named a 2024 Deloitte Technology Fast 500™ company, a Most Innovative Company by Fast Company and a HotelTechReport Best Place to Work — and is backed by top Silicon Valley investors like Y Combinator, F-Prime, Brighton Park Capital and Insight Partners. Join us in shaping the future of hospitality! About the RoleWe are seeking a highly motivated and experienced SMB Customer Success Manager (CSM) to join our growing team. The SMB CSM will be responsible for managing a high volume of accounts at a low-touch pace, leveraging technology to ensure customer satisfaction, drive retention, and foster long-term relationships with our SMB hotel partners. This role will have an increased focus on identifying and executing expansion opportunities within the existing customer base.Responsibilities • Customer Retention: Proactively engage with a large portfolio of SMB hotel accounts to ensure continued satisfaction and utilization of Canary products. Utilize automated tools and scaled outreach methods to identify and mitigate risks to customer churn, • Customer Health Management: Monitor customer health metrics across a broad base of accounts, identify common areas for improvement, and develop scalable action plans to increase customer success for SMB partners, • Customer Expansion: Proactively identify opportunities for product expansion within existing SMB accounts, collaborating with sales teams to drive upsell and cross-sell initiatives through targeted, technology-driven campaigns, • Relationship Management: Build and maintain relationships with key stakeholders at client hotels through efficient and intentional scaled communication, leveraging digital channels and automated touchpoints, • Product Expertise: Become a subject matter expert on Canary Technologies' product suite, providing guidance and best practices to a wide range of SMB customers through self-service resources and automated communications, • Issue Resolution: Act as a point of contact for common customer issues, working cross-functionally with support, product, and engineering teams to ensure timely resolution for SMB accounts, often guiding customers to self-serve solutions, • Scaled Engagement: Employ technology and automation to produce meaningful customer touchpoints that are scaled yet intentional, ensuring a consistent and valuable experience for a high volume of accounts.Qualifications, • Bachelor's degree (BS/BA), • 3-4 years of proven experience in account management or customer success, preferably within a high-volume B2B SaaS environment, • Strong understanding of customer success methodologies and best practices, particularly in a low-touch, high-volume model, • Excellent communication skills, with an emphasis on written and digital communication for scaled engagement, • Ability to manage multiple accounts simultaneously and prioritize tasks effectively, utilizing CRM and customer success platforms, • Proficiency in leveraging technology (e.g., CRM, customer success platforms, marketing automation tools) to manage customer relationships at scale

Job Description Company Founded in 2018 by CPAs, tax attorneys, and software developers, Taxbit is creating an entirely new category to enable widespread compliant adoption of digital assets for the global economy. Taxbit's Software-as-a-Service (SaaS) platform streamlines and automates customers' tax reporting and accounting activities for digital assets. Trusted by leading crypto, tech, and traditional enterprises, Big 4 accounting firms, and government agencies (including the IRS), Taxbit solves compliance challenges at scale amidst an ever-evolving regulatory landscape. Taxbit is backed by leading Silicon Valley VCs with teams located in New York City, San Francisco, Seattle, Salt Lake City, and Europe. Opportunity for Impact As a start-up, landing new customers is critical to Taxbit's success. Our ability to successfully manage and grow our existing customer base is of equal importance. As a customer success hire for the company, you'll serve as a central point of contact for a portfolio of enterprise customers. You'll have accountability for key customer outcomes such as customer satisfaction, product adoption, relationship management, and overall relationship health. You will partner with your portfolio of enterprise customers to deepen value realization including: supporting existing solutions, identifying new use cases for expansion, and educating customers on industry best practices. You will collaborate internally with stakeholders like SMEs, Implementation, and Sales teams to ensure a seamless end-to-end experience for your customers. You'll serve as an advocate for your customers when it comes to managing product feature requests and building feedback loops with our Product and Engineering teams. You'll have lots of fun opportunities to scale your impact at a hypergrowth start-up! Role and Responsibilities • Own and grow deep client relationships across a portfolio Taxbit's largest accounts, • Drive successful customer business outcomes (e.g. CSAT/NPS, renewals, uncover opportunities for cross-sell/up-sell), • Ensure all customers become Taxbit advocates and references, • Operate with urgency, drive measurable results, and establish deep relationships with key customers, • Establish a strong governance structure for each of your accounts, e.g. Business Reviews, Executive touchpoints, etc., • Advocate for the success of your customers; create and manage a feedback loop with Taxbit's Product and Engineering teams, • Support customers with any issue resolution and future feature requests, • Partner cross-functionally to ensure Taxbit delivers a seamless customer experience; this includes partnering with Sales to ensure a smooth knowledge transfer and relationship post-sale and working in concert with other post-sales teams like implementation and SMEs to ensure flawless service delivery, • Prepare presentations and reports for executive stakeholders, • Bachelor's degree; MBA or master degree preferred, • 5+ years of experience in account management, customer success, consulting, or professional services, • Background and expertise in financial services, crypto and/or tax and accounting preferred Product & Domain Expertise • Proficient understanding of Taxbit's platform across both accounting and information reporting, • Comfort navigating enterprise fintech domain, • Ability to build trust and multi-thread relationships across technical, financial, and executive stakeholders., • Strategic account planning and execution aligned with customer goals and business outcomes., • Skilled in commercial conversations and can drive discovery to learn more about customer needs, • Data-driven mindset with ability to manage and improve account health metrics and engagement cadences., • Ability to manage multiple complex accounts with rigor, timelines, and follow-through., • Consultative problem-solving mindset: proactive risk identification, root cause analysis, and mitigation planning., • Clear, professional, concise and persuasive verbal and written communication with both technical and executive audiences. The base salary range for this role is $110,000 - $160,000 with eligibility for variable compensation, equity, and benefits. Actual compensation will vary depending on various job-related factors, including, but not limited to location, experience, level, and job qualifications. Benefits & Perks • Competitive cash compensation (based on experience), • Equity (RSUs), • Competitive benefits package, • A modern 401(k) plan that includes access to crypto, financial wellness benefits, low fees and more, • Hybrid working model: 3 days in-office, 2 days WFH/flexible, • Monday team lunches, snacks and drinks, • Discretionary Time Off - enjoy the flexibility to rest, refuel, and recharge, • Paid parental leave to bond with your child, • Fertility Benefit Corp Press Forbes America's Best Startup Employers Deloitte Top 10 Fast 500 Award Forbes FinTech 50 Recent Product Announcements Taxbit Announces AI Enabled Rules Engine for Crypto Accounting Taxbit Launches DAC7 Compliance Solution for Digital Marketplaces Taxbit Introduces The First Enterprise-Grade Legal Entity Support Solution for Digital Assets Taxbit Launches Innovative CESOP Reporting Solution for Digital Assets TB Thought-Leadership Pieces Fortune - Future of Finance NASDAQ - How Regulation and Technology Are Bridging the Gap Between Tradfi and Crypto Future of Finance Roundtable Event (Video) Coindesk - The Tax Implications of Sam Bankman-Fried's Conviction Fox Business - AI tools streamlining accounting workflows and opening capacity for innovation Bloomberg Tax - Is Anyone Paying State Taxes on Bitcoin and NFTs? (Podcast) Alliance/ Partner Announcements IRS Taps TaxBit to Audit Bulk Crypto Transactions Disclaimers • By submitting an application for this role, you certify that the information contained in the application is correct to the best of your knowledge. You understand that to falsify information is grounds for refusing to hire you, or for discharge should you be hired., • Employment with the Company is at will unless otherwise stated in a written agreement signed by the CEO of the Company. This means that either the Company or the employee can terminate the employment at any time and for any reason, with or without notice.

Job DescriptionDescriptionA great place to work and grow, Naik Group is a dynamic, multi-discipline engineering company with offices in New York and New Jersey. Our continued growth in this highly competitive market is evidence of the trust and value clients place in our services’ quality and timeliness. Included in the full range of professional services we offer are Bridge/ Structural Design & Inspection, Highway/Roadway Engineering, Civil/Site Engineering, Traffic Engineering/ITS, Utility Engineering, Construction Management & Inspection, Design Build, Survey, Right of Way, and High Definition 3-D Laser Scanning. Our principals take considerable pride in their approach to the firm’s management, offering services like that of a large organization while demonstrating the personal client and consultant relationship of a small firm. Naik Consulting Group is looking to hire an experienced Survey Crew Chief in our Edison, New Jersey Office for our Land Surveying Department. We conduct field work all over northern and central NJ, as well as some work in NYC. Generally, work will be assigned to you based on your location, but travel will be necessary at times. This position will typically report to a Project Surveyor or the Project Manager. Responsibilities • High Profile Topographic Surveys, Right of Way/boundary and Control Surveys of major roadways, bridges, tunnels, airports, train stations, railroads, and transfer stations in and around the state of NJ and NYC areas, • GNSS Control Surveys using RTK and Static Systems, • Topographic Survey with Total Stations, including robotics, • Level loops with digital and automatic levels, • 3D Laser Scanning using Leica Laser Scanners, • Drainage investigation and utility surveys, • Experience and/or education with Total Stations, Digital or automatic levels, laser scanners, and GNSS systems., • Experience and knowledge of Topographic Surveying, boundary, and Right of Way investigation., • Education or experience in land surveying preferred (preference given to individuals interested in continuing education, licensure, and/or other certifications, but not required)., • Exceptional note and record keeping ability., • Ability to produce quality field data based on sound judgement., • Must be able to carry out direction, work with others, and maintain communication with management and other crew members throughout the day., • Holiday and paid-time-off programs, • 401(k) Plan and Match, • Career Path Development Program (Management & Technical Career Tracks), • Tuition Reimbursement, • Competitive health and dental insurance premiums, • Short-Term Disability/Long-Term Disability, • Life insurance, • Employee Assistant Program (EAP), • Flexible Spending Account, • and MoreNaik is a Drug and Alcohol-Free workplace, an Equal Employment Opportunity employer and E-Verify employer. We are committed to pay transparency and fairness in hiring. This posting complies with the Pay and Benefit Transparency Laws, which requires employers to disclose compensation and benefits information in all job advertisements.

Job Description About Futu US Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise., • Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation. Premier Client Service Specialist Office Location: Jersey City, NJ About the Team & Role: Moomoo Financial seeks a polished Premier Client Service Specialist to deliver exceptional, dedicated support to our high-net-worth (HNW) and premier clients. This role is central to providing white-glove service for account onboarding, asset transfers, and ongoing relationship management, with a focus on understanding client needs, addressing concerns, and executing retention strategies for at-risk clients. The ideal candidate is a proactive and consultative professional with deep platform expertise, dedicated to building long-term trust with our most valuable clients and ensuring a superior service experience at every touchpoint. What You'll Do: 1. Premier Client Service & Relationship Management (Primary Focus) • Act as the primary dedicated liaison for VIP clients, managing complex inquiries related to equities, options, margin, and account management., • Lead and oversee the seamless end-to-end process for premier client onboarding, account funding, and stock transfers, including handling corporate accounts., • Proactively monitor client relationships, identify potential needs, and provide dedicated support to enhance client satisfaction and loyalty., • Serve as the key point of contact for premier clients, providing timely and accurate responses via email, phone, and other channels. 2. Client Retention & Strategic Support • Proactively identify at-risk clients expressing dissatisfaction or intending to withdraw significant assets., • Lead retention efforts by initiating direct contact, understanding the root cause of issues, and presenting tailored solutions to preserve the relationship., • Develop and implement strategies to enhance client satisfaction and improve overall service delivery for the premier segment., • Analyze client feedback and pain points to advocate for platform or service improvements that benefit the HNW client experience. 3. Collaborative Marketing Support (Limited Scope) • Provide tailored service support to HNW clients referred through Marketing team initiatives, focusing on post-engagement follow-up for onboarding and relationship building., • May offer limited, supplementary support at select Marketing events for HNW clients, focusing solely on addressing general service, platform, or procedural questions in a one-on-one capacity., • Partner with Marketing by sharing high-level, anonymized insights on premier client needs and feedback to help inform client engagement strategies. Requirements What You Bring: • FINRA Series 7 & 63 licensed., • 3+ years in financial services with demonstrated success in premium client support (e.g., wealth management, private client services, or similar)., • Exceptional communication and relationship-building skills, with a proven ability to manage high-touch client relationships. Act as the key relationship associate for MFI premier clients by providing timely and accurate responses to inquiries via email, phone, and other communication channels., • Strong platform expertise and working knowledge of brokerage operations, trading products, and complex account procedures., • Proven experience in handling and serving corporate accounts., • Proactive problem-solver with a demonstrated ability to identify client needs, de-escalate concerns, and present effective solutions., • Collaborative mindset with the ability to work effectively across Service, Marketing, and Compliance teams. Preferred Qualifications: • Experience in developing and implementing client retention strategies., • Background in compliance or a strong understanding of regulatory frameworks governing client communications. What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $80,000 - $110,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

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 Description Ten Lifestyle Group is seeking an experienced Manager, Client Services, to lead strategic client partnerships across Americas. This role is perfect for a commercially driven leader who excels in client strategy, team development, and cross-functional collaboration. You’ll be responsible for growing key accounts, building senior relationships, and managing a high-performing team of Account Managers, all while delivering exceptional service across banking and lifestyle sectors. Key Responsibilities Team Management & Leadership • Directly manage and coach a team of Account Managers across Americas, supporting their professional development and performance goals., • Foster a collaborative, high-performing team culture aligned to Ten’s values., • Set clear expectations, share best practices, and provide mentorship on client-facing strategy, communications, and relationship management. Client Leadership & Strategic Growth • Own and expand senior relationships with key corporate clients across the region., • Lead strategic business reviews and data-driven conversations with C-suite stakeholders., • Understand client goals and position Ten’s services as a critical tool for customer retention and loyalty., • Shape and execute growth plans across accounts to increase usage, satisfaction, and value Account Strategy & Commercial Oversight • Translate data insights into strategy—using performance metrics to identify opportunities and mitigate risks., • Lead contract renewals, RFP responses, and pricing discussions in partnership with Commercial and Legal., • Ensure alignment between Ten’s services and the client's evolving needs, while maintaining profitability and SLA compliance. Internal Collaboration & Cross-Functional Delivery • Coordinate with internal teams across Service Delivery, Product, Marketing, and Legal to ensure smooth execution and account alignment. Experience & Knowledge • 5–10 years of senior-level account management, client partnership, or enterprise customer success., • Experience managing a team of Account Managers or equivalent client-facing professionals., • Strong track record of account growth, contract renewals, and strategic client influence., • Strong leadership presence with an ability to coach, develop, and motivate others., • Strategic thinker with a commercial mindset and solution-oriented approach., • Exceptional communication, presentation, and negotiation abilities., • Proficient in Microsoft Excel and PowerPoint; comfortable working with CRMs and data dashboards., • Calm under pressure, highly organized, and collaborative across internal and external teams. Role location: hybrid environment in New York or Las Vegas. Benefits What We Offer • Comprehensive benefits: health, dental, vision, 401(k), paid leave, parental leave, tuition reimbursement, • Employee discounts, assistance programs, and access to global client networks, • Opportunities to partner with prestigious luxury brands and clients, • Clear advancement and recognition structures Ten works with a small preferred supplier list of recruitment agencies only. Please note we are not accepting any further recruitment agencies at this time. Ten Group is not responsible for any fees related to unsolicited resumes.

Job Description Job Title: Manager, Client Services Work Location: New York, NY (Hybrid) Start Date: ASAP Recently named one of WorkLife's 50 Best Places to Work and one of Fast Company's Most Innovative Companies, Whalar Group is a global creator company on a mission to liberate the creative voice. Creators are at the heart of everything we do! We are a curious, diverse team of 300 individuals around the world who are passionate about the Creator Economy. Our proximity, understanding, and trust of creators evolved into a first-of-its-kind creator ecosystem. Under Whalar Group, there are six companies: Whalar, a global creator agency; Whalar Talent, a full-service, 360°ree; creator and talent management company; Foam, a suite of AI tools, templates, and services; Moby Ventures, creator-centric venture studio; Umi Games, a groundbreaking gaming studio; and The Lighthouse, an IRL campus for creators. About Client Services: The Client Services team holds the ultimate responsibility for the creative output and flawless execution of our campaigns and programs. With a comprehensive view over all aspects of collaboration, the team works with expert teams and specialist partners, both internally and externally, to bring a brand's creative vision to life. The team has three core functions: overseeing campaigns, budgets, and timing across assigned programs; acting as the central resource to bring in the right expertise at the right time; and facilitating retention and client satisfaction through excellent operational and servicing standards and quality creative output. Here's what you'll do day-to-day: • Project manage, organize and direct the day-to-day operations of campaign delivery. This includes: managing budgets, timelines, and supporting the team for creator sourcing, contracting, briefing and campaign management, • Manage, help to develop and mentor at least one Campaign Executive, supporting with career pathing and goal setting, • Lead or be an active participant on internal and external meetings, adding value with keen knowledge of the brand, roster of creators, strategy and campaign goals/ KPIsHere's what we're looking for:, • Have 4-5+ years' agency or brand experience, including team management, • Have strong detail-oriented communication, organizational and interpersonal skills, • Have a solid understanding of the social media advertising ecosystem and an insatiable appetite for learning about industry innovations, • Appreciate and understand the value of creativity, • Thrive in an environment where collaboration, flexibility and scrappiness are valued more than job titles, rigid structure and legacy ways of working, • Be a curious self-starter with a problem-solving mindset and a proactive 'can do' attitude The salary range for this role is $60,000 - $75,000 and serves as a general guideline reflecting the potential compensation for the role. The final salary offer will be determined based on a comprehensive evaluation of factors such as the candidate's experience, expertise, alignment with the position's requirements, and ultimately budget approvals. Our values: At Whalar Group, diversity, equity, and inclusion (DEI) isn't just a statement, it's our collective strength. Our people are our superpower. A diverse team and inclusive leadership have shaped Whalar Group since our inception in 2016, fueling a constant evolution of growth. We champion a culture of respect and empathy, fostering a sense of belonging that transcends demographics. We hire individuals of all backgrounds and empower them to thrive, challenge stereotypes, and actively break societal barriers. Learn more. The perks: Whalar Group provides flexible benefits and collaborative work environments and experiences so employees can work productively in a setting that best and uniquely suits their needs. • Medical, Dental, Vision, • 25 days of PTO + Sick days + Winter break, • Retirement planning with employer match, • Monthly phone/internet reimbursement, • Professional development stipend, • New joiner Home office allowance, • Fertility benefits, • Up to 16 weeks of paid parental leave, • Calm App subscription (Add up to 4 dependents), • Volunteer days, • Identity theft protection & Legal assistance, • Company Paid Life & Disability Insurance, • Extra Voluntary Life Insurance Policy, • Voluntary Hospital and Critical Illness Insurance, • Voluntary Pet insurance

Job Description Educational Alliance brings together and partners with diverse communities in Lower Manhattan, offering individuals and families high-quality, multi-generational programs and services that enhance their well-being and socioeconomic opportunities. We are a place where everyone is welcome and where progress is powered one relationship at a time. We are proud of our legacy as a Jewish organization and we provide high-quality, transformational services and programs to all New Yorkers through our network of community centers on Manhattan’s Lower East Side and East Village. As we have for 130 years, we offer best-in-class programming–now across 15 sites—focusing on a mix of education, health and wellness, arts and culture, and civic engagement. We are seeking a full-time Registered Nurse is to perform nursing duties, medication administration oversight, and psychoeducation at the Center for Recovery and Wellness. Duties and Responsibilities • Follow protocols and policies for medication management duties in the residential addiction treatment facility and support outpatient facility as needed., • Maintain standards of accurate and complete recording and reporting of client files., • Assess the medical status of new and existing clients, and refer for outside medical care when appropriate., • Monitor physical health needs for patients receiving ancillary withdrawal services., • Registered Nurser (RN) with a valid NYS license required, • 3-5 years of experience in a nursing role required, • Experience working with substance abuse and dual diagnosis populations, • Excellent communication, organizational, and interpersonal skills., • Team player who is able to multi-task and handle challenging situations., • Ability to maintain confidentiality of records and information., • Competency with computer-based programs such as Microsoft Word, Outlook email, Relias, and electronic health records. Benefits: • Generous PTO policy, • Competitive Salary, • Medical & Dental Insurance, • Pension Plan, • 403b Retirement Plans, • Discount Perks for Movies, Broadway Shows, Amusement Parks. etc, • Free Gym Membership to our Manny Cantor Center Gym & 14TH ST Y Gym, • Discounts to programs at Educational Alliance Limitations and Disclaimer The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position EEO Info Educational Alliance is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, marital status, disability status, veteran status, or any other characteristic protected by applicable federal, state, or local law. Educational Alliance is an Equal Opportunity Employer. For further information about Educational Alliance, please visit .

Job DescriptionSalary: $90,000-$110,000 The Cabrio Client Manager is the high touch client expert who is responsible for overseeing, managing and providing white glove service to a roster of non-profit clients. From development and event strategy to marketing direction and feedback, they act as the representative of the Cabrio Group in all client relation matters, while calling on cross functional support (event coordination, graphic design, and other shared services) as needed. The client manager will build strong trusted relationships and effectively manage their portfolio of clients. To learn move visit Cabriogroup.co Key Responsibilities In partnership with CEO, accountable for oversight of full client strategy and execution processes, to ensure the highest standards are met. • Client Relationship Management and Strategy Development, • Onboard new clients build strong relationships, understanding their organizational DNA and goals, • Craft an aspirational annual roadmap and individual client strategies to maximize the success of the organization. This might be a combination or events, marketing and collateral, and building of infrastructure within the organization, • Prepare high-level state-of-the-business reports, sharing insights with leadership and clients., • Attend key meetings and meet with client partners., • Identify challenges and proactively bring innovative solutions to leadership and client., • Event Planning with Cross Functional Support, • Identify partners who can deliver on event and development needs to match client strategy- leaning on shared services team as needed for support in implementation, • Work with shared services lead and team to follow processes and maintain project plans to ensure quality of services and delivery of results are maintained., • Attend events for your client organizations, traveling as needed (primarily to Brooklyn, NY or Deal, NJ), • Creative and Marketing, • Add input to and oversee the creation and maintenance of creative assets, including donor books and development presentations and event marketing materials. (With support from Shared services team), • Coordinate and align PR and marketing efforts with clients, reviewing and approving campaigns and materials to ensure they align with the organizations style, guide and messaging., • Create innovative ways to reach the clients donor base and supporters, • Research and Analysis, • Conduct regular research in key areas of nonprofit and event management and best practices as part of company growth strategy, • Research and brainstorm new categories and new opportunities appropriate for organizations, • Partner with CEO on identifying potential partner organizations and building pitches to win the business., • Support sales activities as needed. Qualifications & Requirements • Bachelors Degree, • 5+ years in account or client management- non profit experience preferred, but not required, • Focus on relationship building and nurturing plus creative problem solving, • Demonstrated ability to think creatively and strategically, • Excellent presentation skills and communication skills, • Excellent relationship building skills, • Strong understanding of client and relationship and processes, • Ability to develop and execute effective organizational plans and strategies Travel and Office Requirements Please note that during the Spring and Summer, there are many client events beyond traditional working hours. These events primarily take place in Deal, NJ or Brooklyn, NY. The client manager is expected to be present at events for their clients. Travel and hotel arrangements will be made to allow for attendance at these events, and adjustments to work schedules will also be made. We are currently in a hybrid work schedule where we are in the office Mondays- Wednesdays each week and remote Thursdays and Fridays. Our office is located in Flatiron District NYC. Over the summer a satellite office will be open in Deal, NJ and employees can choose to work from this office or the NYC office.

Job DescriptionDescription: JOB TITLE: Client Services Public Benefits Enroller EXEMPTION: Non-Exempt REPORTS TO: Program Director SUPERVISES: N/A PURPOSE OF THE POSITION: Coordinate access to resources that help clients secure access to public benefits. I. SPECIFIC RESPONSIBILITIES include, but are not limited to • Assess client eligibility for public benefits by completion of an over-the-phone or in-person financial intake, • Provide screening, information, and 1-to-1 assistance to connect individuals to public benefit programs, • Recruit and/or obtain referrals of clients that are determined to be eligible for benefits enrollment services, • Effectively utilize external and internal databases (e.g. Client Track, Client Navigator), • Represents and promotes the agency’s mission and programs in various public settings (outreach sites, events, organizations, referring agencies, etc.), • Abide by privacy laws and understand the need to maintain client confidentiality, • Keep track of program goals and ensure the goals are met, • Education/Degree minimum requirement: Bachelor’s Degree preferred, or professional and community experience that may be the equivalent of or a substitute for a formal Bachelor’s Degree, • Experience working in a non-profit or community setting, preferred, • Customer service experience preferred, • Knowledge of public assistance programs and familiarity with enrollment processes (Medicare, Medicaid, SNAP, LIHEAP, LIS, MSP, etc.), • Ability to independently develop strong partnerships with internal and external stakeholders and effectively conduct outreach, • Excellent customer service, relationship, and problem-solving skills, • Detail-oriented, highly organized, and dependable, • Superior organizational, interpersonal, time management, and written and oral communication skills, • Build and maintain close, daily interactions with co-workers and supervisors, • Effectively communicate with outside agency staff, • Have a strong sensitivity to cultural differences present among staff and clients within our organization, • Helping community members with legal services and maintaining confidentiality, • Work primarily in an office setting, • Considerable time is spent at a desk using a computer, • May attend various meetings with different personnel and supervisors, • Some travel throughout Brooklyn, New York is required to meet with clients, • Flexible schedule for occasional evening or weekend work The Client Services Public Benefits Enroller position focuses on determining clients’ eligibility and completing their enrollment in public benefits. BENEFITS Benefits included Medical, dental, vision, and life insurance along with the opportunity to participate in additional voluntary life, disability, and 403B retirement plan. Up to four weeks paid vacation. Compensation: $42,500 - $45,000 per year, commensurate with education and experience. This is a full-time position at 35 hours per week. Requirements:

Job DescriptionCompany Description Blend is a premier AI services provider, committed to co-creating meaningful impact for its clients through the power of data science, AI, technology, and people. With a mission to fuel bold visions, Blend tackles significant challenges by seamlessly aligning human expertise with artificial intelligence. The company is dedicated to unlocking value and fostering innovation for its clients by harnessing world-class people and data-driven strategy. We believe that the power of people and AI can have a meaningful impact on your world, creating more fulfilling work and projects for our people and clients. For more information, visit Job Description Overview Blend360 is seeking a senior Client Partner to lead one of our most strategic, multi-year transformation engagements for a global professional services company in the mobility and compliance industry. This client, owned by a leading Private Equity sponsor, is undertaking a critical, enterprise-wide modernization program to automate operations, reduce cost, and reinvent its service offerings using agentic and intelligent application technologies. The Client Partner will act as the CEO of the account – accountable for client success, growth, and profitability. You’ll interface directly with the investors, the Board, and the client’s COO and Global Head of Transformation, orchestrating six Blend360 Agentic PODs aligned to the client’s IT and business teams. This is a board-level transformation mandate with significant visibility and long-term impact. Key Responsibilities 1. Strategic Account Leadership * Serve as the overall executive owner for the engagement – accountable for the client’s success, satisfaction, and Blend360’s P&L. * Partner directly with Private Equity investors, Board members, and C-suite executives (COO, CTO, CIO, CHRO) to align on transformation goals, milestones, and outcomes. * Translate the client’s business transformation agenda into actionable delivery roadmaps that blend technology, AI/agentic automation, and operational redesign. * Drive multi-year account planning, forecasting, and expansion opportunities within the client ecosystem. 2. Financial and Commercial Ownership * Own the commercial structure, profitability, and growth targets for the engagement. * Ensure disciplined financial management – pipeline health, deal economics, contract renewals, and revenue recognition. * Lead renewal and expansion discussions tied to new automation initiatives or product innovations. 3. Executive Relationship Management * Operate as a trusted advisor to senior client stakeholders, connecting Blend360’s capabilities to strategic business priorities. * Build and sustain C-level trust through transparent communication, thought leadership, and business acumen. * Represent Blend360 at all governance forums and transformation steering committees. 4. Delivery Oversight and Transformation Leadership * Guide the work of 6 Agentic delivery PODs, ensuring alignment between Blend360 and client IT/application teams. * Partner with internal delivery leads to define and measure outcomes around automation, cost reduction, and innovation. * Anticipate risks in delivery or stakeholder alignment and lead proactive course corrections. * Maintain compliance and governance standards appropriate to a regulated, multi-jurisdictional environment (tax, immigration, payroll, etc.). 5. Growth and Innovation * Identify new opportunities for Blend360 to expand its footprint within the client’s modernization program – e.g., new intelligent applications, process digitization, or AI-driven insights. * Bring forward-thinking ideas that demonstrate Blend360’s innovation leadership in AI, automation, and digital transformation. Qualifications Ideal Candidate Profile Experience & Background * 15+ years in client-facing leadership roles in consulting, digital transformation, or technology services firms. * Proven success leading $10M+ strategic accounts with multi-year transformation programs and complex stakeholder environments. * Experience engaging with Private Equity-backed portfolio companies undergoing major change initiatives is highly desirable. * Deep familiarity with enterprise operations, process automation, and AI/agentic technologies. * Background in professional services, BPO, or compliance-heavy industries (tax, mobility, HR, finance) preferred. * Combination of consulting and client-side experience – able to empathize with internal pressures while driving external outcomes. Skills & Attributes * Executive presence with the ability to influence at Board and C-suite levels. * Strong financial acumen and understanding of deal economics and P&L management. * Strategic thinker who balances commercial growth and delivery excellence. * Skilled in change management, stakeholder alignment, and navigating complex organizations. * Entrepreneurial, outcome-oriented, and deeply collaborative. Why This Role Matters This is not a typical account management role — it’s a chance to lead a flagship transformation that will redefine a global enterprise’s operating model and deliver measurable enterprise value for investors and management alike. You will be at the intersection of AI innovation, operational transformation, and Private Equity value creation — shaping the future of both the client and Blend360’s standing as a trusted transformation partner. Additional Information All information will be kept confidential according to EEO guidelines.

Job Description Who We Are At Moxxi, we're redefining performance marketing with cutting-edge technology and a relentless focus on results. As a profitable, bootstrapped start-up, we are led by a team of industry veterans in performance marketing, ad tech, and digital publishing. Together, we're building the premier platform to incubate, scale, and optimize digitally born businesses, setting new standards for data-driven success. Our entrepreneurial team brings proven experience from both global corporations and fast-growing startups. We're passionate about delivering scalable, profitable outcomes for our partners through advanced profiling, targeting, and continuous optimization. Joining Moxxi means becoming part of a growing start-up in the heart of NYC, where you'll have the opportunity to accelerate your career, expand your skill set, and shape the future of performance marketing. The Role: As an Account Specialist, you'll become a strategic cornerstone of our organization, partnering closely with internal stakeholders to cultivate and grow advertiser relationships that directly amplify revenue and yield for the business. Your role blends strategic vision, execution, and relationship management — empowering you to leverage Moxxi's owned media to enhance client ROAS while optimizing internal yield. You'll take ownership of the advertiser lifecycle, applying your performance-marketing expertise to elevate campaigns, craft strategic solutions, and unlock scaled client investment and efficiency. This position offers you a unique balance of creativity, strategic impact, and measurable results in a dynamic, growth-focused environment where your contributions will be immediately visible and highly valued. Campaign & Performance Management * Execute and manage advertiser campaigns end-to-end, including technical setup (pixels, APIs, CRM flows) and optimization using internal tools. * Leverage Moxxi's analytics and attribution systems to surface insights that drive continuous performance improvements and internal yield maximization. * Partner with internal teams to develop and run systematic tests — targeting, creative, device, and placement — to improve conversion, lead quality, and monetization efficiency. * Develop reporting and alerting processes to proactively monitor campaign health, pacing, and KPI alignment. Rapidly troubleshoot and resolve issues as they arise. * Synthesize performance data into actionable insights that inform scaling strategies and internal process improvements. Operational Account Oversight * Own operational management of multiple advertiser accounts with a focus on performance growth, retention efficiency, and media profitability. * Apply advanced targeting logic, segmentation strategies, and bid/yield management to unlock incremental ROI and scale. * Analyze trends across the advertiser portfolio to surface optimization opportunities, process gaps, or shared growth tactics. * Collaborate cross-functionally (Product, AdOps, Yield) to align advertiser demand with internal inventory strategy and platform capabilities. * Build and maintain playbooks, performance dashboards, and test libraries to institutionalize knowledge and drive repeatable success. What You'll Bring * 0–3+ years of experience in digital performance marketing, ad operations, or analytics-driven account management. * Strong analytical and quantitative skills with fluency in performance metrics, attribution models, and campaign diagnostics. * Experience with marketing/ad tech platforms, CRM tools, and Excel or SQL (preferred). * Comfort with technical implementation — pixels, API integrations, and lead delivery flows. * Exceptional organizational skills and a bias for execution; you thrive in fast-moving, data-intensive environments. * A collaborative mindset with the ability to work cross-functionally to drive impact beyond your immediate scope. Moxxi Values & Competencies • Self-Starter – You take initiative and solve problems before they become problems., • Curious & Analytical – You ask why, dig deep into data, and experiment to learn what works., • Efficiency-Oriented – Fast, focused, and action-driven., • Relationship-Focused – You build trust and deliver value., • Organized Multitasker – You thrive in fast-paced, high-velocity environments., • Strategic Communicator – You translate performance into insight and insight into action. Salary Range: $70,000 - $100,000 Salary Range$70,000—$110,000 USD

Job Description Amalgamated Bank is seeking a Sr. Contact Center Representative! This is a highly visible, high-impact team responsible for every aspect of the consumer and business inbound and outbound client experience. You will partner with the Bank’s Relationship Managers, Operations, Electronic Banking, and others to ensure that the client has an optimal experience in any situation. The Sr. Contact Center Representative will handle everything from general banking questions to troubleshooting technical issues with mobile and online banking via phone, email and CHAT across all market segments. By joining our team, you’ll be joining a Bank that believes that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers. Essential Job Functions: • Confer with customers by telephone in a pleasant, professional and efficient manner to provide information about Amalgamated Bank’s products or services, • Use effective skills to handle certain telephone standards such as call transfers, taking messages, call backs, holds, interruptions, and unintentional disconnects, • Confirm customer information while maintaining confidentiality, • Issue customer refunds in accordance with procedures, • Fulfill customer service requests in accordance with policy and procedures, • Process stop payments, order statement copies, checks and Debit/ATM cards for various products, • Instruct customers with using Online Banking and assist with consumer and business related password resets, • Keep records of customer transactions or interactions, recording details of customer complaints, inquires, comments as well as actions taken, • Research and resolve customer questions, problems or service complaints via phone, email or CHAT, • Research and provide resolution for all bill pay, person to person payments and mobile banking transactions, • Cross-sell products and services when appropriate or as directed, • Provide outbound acquisition, retention and referral support, • Serve as back-up/overflow to provide technical and operational call center support to business clients for Online, Mobile Banking, Remote Deposit Capture, and ABFast issues, by utilizing all prescribed means to research and ensure customer satisfaction, • Perform testing, as required, prior to system upgrades/releases Knowledge, Skills and Experience Required: • Minimum 3- 5 years’ experience within Financial Service industry and/or Call Center environment, • High School Diploma or equivalent, • Experience in internet banking and mobile technology, • Experience dealing effectively with the public, • Ability to correspond effectively via email and CHAT, • Strong analytical skills to resolve issues and discrepancies, • Proficient knowledge of Microsoft office, • Ability to handle all interactions with sound judgment within areas of learned responsibility Our job titles may span more than one career level. The starting base salary for this role is between $41,500.00 – $51,000.00. 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. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role Charlie Health is one of the fastest-growing startups in the healthcare industry, working tirelessly to connect people everywhere to life-saving mental health treatment. Our Outreach team members are the lifeblood of our business; they know our product, partners, and patients better than anyone. In this role, you'll be joining a team of passionate professionals who are dedicated wholeheartedly to our mission. You'll build relationships with clinical partners in your local community and provide much-needed resources to thousands of people struggling with their mental health. You'll be a champion of Charlie Health and ensure that every possible patient, parent, and provider can access our programs. While this work can be challenging, we set the bar high knowing that every decision we make directly impacts our communities. In your role, you'll have unparalleled responsibility while collaborating with sharp, spirited, and ambitious coworkers, with room for everyone to excel and grow in their careers. You'll also receive competitive benefits, ensuring you have the resources to thrive both personally and professionally. At Charlie Health, we believe in leading with our "why" and connecting with our purpose every day. Join us to find not only a career but a calling. Responsibilities • Develop and operationalize GTM strategy for efficient new market penetration, • Create, build, and manage relationships with referral sources across priority markets, • Go in the field 4 - 5 days/week to lead meetings with patients, parents, and providers to uncover needs, address barriers to treatment, and cement community partnerships, • Design strategies to better support and engage referral partners across different channels, • Deepen Charlie Health's penetration across existing partnerships, • Attend and lead various educational meetings, marketing presentations, and networking events both in person and via conference call, • Synthesize and share market feedback from partners, patients, and stakeholders to inform go-forward marketing and product strategies, • Work closely with internal partners including marketing, product, client success, and legal to deliver on GTM goalsRequirements, • Must be based in Brooklyn, NY, • Must be fluent in English, • You have 1-4 years proven sales experience - owning & overachieving KPIs is a plus, • Experience working with or selling to healthcare organizations a plus, • Ability to travel locally with reliable transportation & valid drivers license (within ~1 hour driving distance) 4-5 days/week for meetings with potential referral partners, • Ability to energize, advise & persuade senior corporate personnel, • Strong interpersonal, relationship-building and listening skills, with a natural, consultative style, • Strong project management skills, with a demonstrable ability to corral and manage details in a fast-paced, fluid environment Additional Information The total target base compensation for this role will be between $70,000 and $85,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

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 Position: Field Sales Coordinator Location: On site, New York At Whizz, we are on a mission to revolutionize the transportation industry for delivery drivers. We believe that everyone deserves the opportunity to access reliable and convenient mobility solutions, regardless of their financial or credit history. Whether a driver is just starting out in the delivery industry or is looking to upgrade their current bike, we are here to help them achieve their goals and make their life easier. We are seeking an energetic and self-motivated Brand Ambassador to join our team. As Whizz Brand Ambassador, you will be the face of our company, responsible for approaching prospective clients and promoting our ebikes services. Your main responsibility will be to build relationships with delivery workers to drive sales and rentals. Key Responsibilities: • Prospect and Approach: Identify and approach potential clients, primarily delivery workers, to introduce and sell our ebike solutions;, • Client Engagement: Engage with prospective clients in a friendly, professional, and assertive manner to understand their needs and present our ebike offers;, • Sales Presentations: Conduct compelling sales presentations and demonstrations to showcase the benefits of our ebikes;, • Relationship Building: Develop and maintain strong relationships with clients to ensure customer satisfaction, repeat business and referrals;, • Market Research: Stay informed about industry trends and competitors to effectively position our products;, • Sales Goals: Meet and exceed sales targets and objectives set by the company. Requirements • Outside Sales Experience: Relevant experience in outside sales or similar role;, • Hardworking: Hustler mentality with strong work ethic and goal driven;, • People Friendly: Excellent interpersonal and communication skills to build rapport with clients;, • Assertive: Confident and persuasive in presenting products and closing sales;, • Organized: Strong organizational skills to manage multiple leads and sales activities efficiently;, • Disciplined: Self-motivated and able to work independently with minimal supervision;, • Passionate advocate for equal opportunity: ensuring that everyone, regardless of their socio-economic background, has access to key resources to succeed in entrepreneurship;, • Industry knowledge: Familiarity with delivery industry and e bike market;, • Authorized to work in the US;, • Comprehensive training and support., • A positive and collaborative work environment., • Flexible schedule: 3-5 shifts of 4 hours per week

Job DescriptionCompany Description Start Dates: January, April, July & September 2026 Want to accelerate your career in a high-energy, commercial role? If you’re competitive, a confident communicator, both on the phone and in person, and hungry to grow fast, our Associate role at Third Bridge could be your next big move. About Third Bridge We connect the world’s top investors and business leaders to the insights that shape investment decisions. From private equity firms and hedge funds to leading consultancies, our clients count on us to find the exact expert they need - fast. Since 2007, we’ve grown to 1,500+ people across global financial hubs, becoming a trusted research partner to thousands of decision-makers. This is where ambitious people come to accelerate their careers. Job Description Why Join Us? We’re offering more than a role - we’re offering a career launchpad. As a Client Services Associate, you’ll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership, research and so much more. We promote from within, and our top performers move into management in as little as two years. You’ll thrive if you: * Love a fast-paced, target-driven environment * Have the confidence to pick up the phone and start conversations with anyone * Are naturally curious, quick to learn and love to solve complex problems * Build rapport fast and think on your feet * Are resilient and motivated to exceed goals What You’ll Do You’ll be at the heart of our business - finding, calling, and engaging industry experts to deliver the insights our clients need, often under extremely tight deadlines. Expect to spend much of your day on the phone, persuading specialists to share their expertise and securing their time for client calls. Day to day, you’ll: * Own projects end-to-end, truly understanding the specific client needs and scheduling high-calibre expert calls. * Cold call and engage experts across industries, overcoming objections and winning buy-in * Work at speed, managing multiple projects and clients at once * Learn fast, gaining broad knowledge of markets, business models, and regulations * Cross-Sell the full range of Third Bridge services including content library, surveys, advisory, as well as 1-1 calls. What You’ll Gain * Commercial edge: Sales, negotiation, relationship-building skills and the opportunity to develop leadership skills very early in your career * Client exposure: Work with leading private equity firms, hedge funds, and consultancies * Clear progression: Every manager started in the Associate role; promotion possible within 2 years What We’re Looking For You’re intellectually strong, you’re ambitious, have leadership or extracurricular experience, and have shown grit through internships, work experience, or other achievements. Additional Information Salary and Benefits: * Total first-year salary is expected to be $96,000-$127,000 (based on average-high performance). This is inclusive of a $75,000 base salary plus an uncapped performance bonus accessible after your first month. * Enjoy comprehensive benefits including health, dental, vision, 401K matching, and more. * Appreciate good work-life balance with 15+ vacation days, flex days, and work from anywhere for one month per year. * Be part of our engaging culture with social events, professional development, and a dynamic, supportive team. Key Words: Graduate Job, Graduate Scheme, Graduate Programme, Entry Level Job, Financial Services, Degree, Early Careers, Communication Skills, Problem-Solving Skills, Drive, Team Work, Management Consultancy Clients, Private Equity Firms Clients, Hedge Fund Clients, Investment Decisions, Cross-Sell, Expert Network, Client Services, Cold Call, Jobs in New York City, NYC Jobs, January

Job Description Client Success Associate Discover Mintz Group At Mintz Group, we specialize in uncovering the truth. For over 30 years, we have provided top-tier investigative services to help our clients make informed decisions, mitigate risks, and seize opportunities. Our services span executive due diligence, transaction due diligence and litigation support for dispute resolution, conducted by a dedicated team of over 250 investigators across 12 offices worldwide. Why Join Us? • Global Impact: Work with a firm that conducts over 10,000 investigations annually in more than 130 countries, making a significant impact on a global scale, • Expert Team: Join a team of professionals who are leaders in the field, bringing together diverse expertise across industries., • Growth Opportunities: Be part of a dynamic environment that offers continuous learning and career advancement opportunities., • Innovative Culture: Thrive in a culture that encourages innovation, excellence, and collaboration, ensuring that we stay ahead in the industry. Be part of a firm that is dedicated to delivering factual, reliable, and actionable intelligence, contributing to the success and security of our clients. What’s This Role About The Client Success Associate adds efficiency and precision to Mintz Group’s case management process to ensure excellent client service and visibility into each case’s status. This role provides research, database, and case administration support to the firm’s Client Success and Operations teams, ensuring cases are opened, tracked, and closed accurately and on time. The role is ideal for a detail-oriented, service-minded professional who enjoys supporting dynamic teams, maintaining data integrity, and improving operational workflows in a fast-paced environment. Key Responsibilities Case Administration • Create and maintain client and case profiles in internal systems (HubSpot, SharePoint)., • Monitor ongoing cases, ensuring accurate billing, updates, and closure documentation., • Maintain consistency and integrity of data across case records and systems., • Identify and correct incomplete or inaccurate case information. Conflicts, Investigative, and Research Assistance • Conduct conflicts checks and internal database searches before engagement initiation., • Support early-stage case scoping using research tools such as LexisNexis and Factiva., • Conduct high-level internet research and summarize key findings., • Identify patterns and potential risks such as litigation, reputational issues, or affiliations. Document Preparation • Draft and format client engagement documents and service agreements., • Ensure all materials meet internal standards for accuracy and consistency. Cross-Team Collaboration and Workflow Support • Collaborate with investigators, client success managers, and other departments to ensure case progress and communication flow., • Support internal process improvements and contribute to workflow efficiency initiatives. What Makes You a Great Fit • Experience: 1+ years of experience in research, administrative, or operational support within professional services or related industries., • Technical Skills: Proficiency with HubSpot, SharePoint, and case tracking systems., • Research Knowledge: Familiarity with tools such as LexisNexis, Factiva, and Boolean search logic., • Attention to Detail: Strong ability to produce accurate, error-free documentation., • Communication: Clear written communication, adapting template language to case-specific needs., • Service-Minded: Professional, patient, and responsive in all client and team interactions., • Organization: Able to manage multiple competing tasks in a deadline-driven environment., • Education: Undergraduate degree required. Multilingual skills are a plus. Ready to Join Us You will thrive in this role if you enjoy managing details, improving systems, and supporting high-performing teams with timely and accurate work. This role combines administrative precision, research assistance, and operational problem-solving to deliver world-class client service. This is a hybrid role, and candidates must live in or near San Francisco, Metro DC, Denver, or New York City areas. Why You’ll Love Working with Us • Competitive Salary: $60,000 – $75,000, • Discretionary Bonus, • Flexible Time Off Policy, • Comprehensive Health Benefits: Medical, dental, and vision coverage, • Retirement Savings: 401(k) plan with employer match, • Parental Leave, • Hybrid Work Environment: Candidate must live in San Francisco, Metro DC, Denver, or New York City areas., • Life Insurance: Company-sponsored basic life and AD&D insurance, • Additional Benefits: FSAs, Transit, and Parking Our Commitments as an Employer Mintz Group is committed to providing equal employment opportunities to all individuals. We do not discriminate against any applicant or employee based on gender, transgender status, race, color, religion, marital status, pregnancy, national or ethnic origin, ancestry, citizenship, sexual orientation, age, veteran status, genetic information, mental or physical disability (unless such disability is a bona fide occupational qualification), gender identity or expression, or any other characteristic protected by federal, state, or local law. Our policy of equal employment opportunity applies to all aspects of the employment relationship, including recruitment, hiring, promotion, transfer, training opportunities, termination, wage and salary administration, and the application of benefit plans and company policies.

Job Description Who we are: For over 20 years, Global Relay has set the standard in enterprise information archiving with industry-leading cloud archiving, surveillance, eDiscovery, and analytics solutions. We securely capture and preserve the communications data of the world's most highly regulated firms, giving them greater visibility and control over their information and ensuring compliance with stringent regulations. Though we offer competitive compensation and benefits and all the other perks one would expect from an established company, we are not your typical technology company. Global Relay is a career-building company. A place for big ideas. New challenges. Groundbreaking innovation. It's a place where you can genuinely make an impact – and be recognized for it. We believe great businesses thrive on diversity, inclusion, and the contributions of all employees. To that end, we recruit candidates from different backgrounds and foster a work environment that encourages employees to collaborate and learn from each other, completely free of barriers. Your role We are seeking a highly motivated, client-focused individual to join the Global Relay Client Services team. As part of Client Services Team, the Manager, Client Services, will lead Global Relay customer-facing teams in a 24/7 environment. You will be responsible for the team's day-to-day operations, leading a team of 6-12 experienced subject matter experts. The Manager will build strong relationships with peers to execute departmental strategies. In this role, you will have the opportunity to hire, coach and lead a growing team. Your accountabilities will include reporting on key metrics, handling client escalations and identifying opportunities to improve client experience. You possess a solid technical background and demonstrate the experience needed to guide complex issue resolution, implement best practices and maintain high client satisfaction. Your responsibilities • Leads a team that is responsible for providing a high level of technical support and customer satisfaction., • Conducts weekly 1:1s, prepares performance assessments; mentors and guides the professional and technical development of your team members., • Provides continuous feedback, addresses underperformance, and recognizes the individual strengths and contributions of your team members., • Develops a superior understanding of Global Relay Products and Services., • Monitors and analyze support metrics, customer feedback, and system performance to drive continuous improvement., • Manages staffing plans and work scheduling., • Facilitates open communication between Technical Support and other departments within Global Relay., • Collaborates with development and product teams to address software issues, bug fixes, and feature enhancements., • Provides training and mentoring to support staff to ensure continuous skills development and high team performance., • Stays updated on industry trends, emerging technologies, and best practices to improve support operations., • Manages and resolves escalations related to the support process, direct reports or product., • Oversees documentation of support processes, FAQs, and knowledge base articles to enhance self-service capabilities., • Builds strong relationships with peers and stakeholders to deliver on common goals., • Acts as a goal-oriented, self-starter who can work independently and reliably with minimal supervision., • Demonstrates strong ability to work comfortably under pressure in a fast-paced environment and able to handle challenging situations with integrity, empathy and sincerity., • Adapts and pivots quickly under changing conditions and circumstances; embraces new challenges and adjusts approaches as needed., • Showcases good judgment and prioritization skills to proactively and independently solve problems and make strong decisions., • Exhibits broad knowledge of the challenges and benefits of supporting a SaaS environment., • Has strong ability to react and effectively remove roadblocks affecting team efficiency., • Understands and able to communicate at all levels the impact to business and customers from Service Incidents., • Leads technical recovery to mitigate and restore service, minimizing impact to customers for major incidents while considering all aspects of Incident Management., • Identifies opportunities to improve efficiency and effectiveness of team., • Ensures new products, services, and features are fully supportable and meet Support Services non-functional requirements., • Identifies and recruits exceptional talent to improve the overall skillset and experience level of the team., • Manages direct reports with different levels of technical knowledge and experience, skillsets and expertise, and technical areas of focus. Successful candidates will exhibit strong communication and people management skills and will act as a personable relationship builder that demonstrates effective leadership through change. The successful candidate has a strong track record as a servant leader, with a strong focus on clearing roadblocks and enabling their teams to best support customers. You will have demonstrated leadership experience in a customer or end user SaaS Support environment and possess strong technical problem-solving abilities with a customer service orientation. • Previous experience in a SaaS or enterprise grade organization., • Post-secondary education (minimum of an undergraduate degree is preferred)., • 10 years SaaS support experience in a client-facing role., • At least 5 years of progressive leadership experience within a support organization., • Exceptional communication and collaboration skills, enabling you to effectively build relationships with technical and non-technical stakeholders., • Strong ability to set priorities and coordinate work efficiently and effectively., • Global Relay Client Services is a 24x7 team using a follow-the-sun model., • Managers may be required to work outside of business hours, including weekends and statutory holidays. Global Relay advertises the pay range for this role in compliance with applicable pay transparency laws. Individual pay rates are determined by evaluating factors such as expertise, skills, education, and professional background. The range below reflects the expected annual base salary, which is only one element of our comprehensive total rewards package designed to reflect our company pay philosophy, culture and values. We aim to foster an inspiring work environment and support employees' work-life rhythms. We provide a comprehensive health benefits program, including extended health coverage and short-term / long-term disability insurance. Employees receive annual allotted vacation days, which increase based on tenure. Other benefits include paid sick days, maternity/parental leave enhanced program, commuter benefits, corporate bonuses, and a 401(k)-retirement plan with company contribution matching. For employees based at our New York office, we provide additional perks and amenities to enhance your work experience including a subsidized meal program, courtesy of our in-house culinary team! Base salary range$100,000—$140,000 USD What you can expect: At Global Relay, there's no ceiling to what you can achieve. It's the land of opportunity for the energetic, the intelligent, the driven. You'll receive the mentoring, coaching, and support you need to reach your career goals. You'll be part of a culture that breeds creativity and rewards perseverance and hard work. And you'll be working alongside smart, talented individuals from diverse backgrounds, with complementary knowledge and skills. Global Relay is an equal-opportunity employer committed to diversity, equity, and inclusion. We seek to ensure reasonable adjustments, accommodations, and personal time are tailored to meet the unique needs of every individual. To learn more about our business, culture, and community involvement, visit .

Job DescriptionJob descriptionQueens based coffee roasting and distributing company seeks an experienced individual for a full-time customer service position in our call center. Customer Service Representatives serve as the primary point of contact for customers, providing timely and professional assistance with a variety of matters. You will have a major impact on our customers and the relationship we maintain with them. The CSR will report directly to the Call Center Manager. Responsibilities include (but not limited to) answering incoming client calls, taking orders, arranging service calls and problem-solving client issues – all in a call center environment that strives for excellence. If this sounds like something for you – then we’d like to meet you at Eldorado Coffee Roasters! Experience/Qualifications:· Minimum of 2 Years Call Center Customer Service experience (in a refreshment and/or office supply background is a plus).· Excellent oral and written communication skills, along with ability to follow instructions.· Professional telephone manner.· Ability to resolve low-priority issues without supervision.· Willingness to continually increase your knowledge and understanding of Eldorado Coffee Roasters products, their functionality and use.· Working knowledge of MS Office applications, including Excel and Outlook.· High-energy, flexible, self-starter, hands-on, and comfortable working individually and in a team environment. Eldorado Coffee Roasters is a leading New York metropolitan coffee and refreshment supplier which provides a world-class product line and the latest technology to bring that coffee-house feeling to its clients in the tri-state area. We specialize in a full line of name brand refreshment products and business supplies that you can trust. Socially responsible, environmentally friendly and a leader in customized solutions to meet your coffee and refreshment needs. Job Type: Full-time Salary: From $18.00 per hour Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Employee discount, • Flexible spending account, • Health insurance, • Life insurance, • Paid time off, • Customer Service: 1 year (Required)

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Opportunity for advancement, • Paid time off, • Training & development, • 401(k) Job Description: As a Customer Service Representative - State Farm Agent Team Member, you will be a crucial link between our company and our diverse client base. Your primary responsibilities will include: • Assisting bilingual clients with inquiries related to insurance policies, coverage details, and claims processes., • Providing exceptional customer service through phone, email, and other communication channels., • Translating documents and correspondence between English and Spanish., • Collaborating with team members to ensure accurate and timely resolution of customer issues., • Educating clients on insurance products and helping them make informed decisions.Qualifications:, • Fluent in both Spanish & English, with excellent written and verbal communication skills in both languages., • Previous customer service experience in the insurance industry is a plus., • Strong organizational and multitasking abilities., • Empathetic and patient, with a commitment to resolving customer concerns., • Familiarity with insurance terminology and policies.Requirements:, • High school diploma or equivalent; college degree is a plus., • Relevant state insurance license preferred., • Proficiency in Microsoft Office Suite and customer relationship management (CRM) software. Hector Camilo - State Farm Agent is an equal opportunity employer and encourages applications from individuals of all backgrounds.

Job DescriptionJob Summary The Client Partner (CP) role at Vertical Relevance is a strategic position focused on driving business growth within the financial services sector. As a CP, you will be responsible for identifying and closing new consulting opportunities, cultivating relationships with key decision-makers, and positioning Vertical Relevance as a trusted partner for business and technology consulting solutions. Key Responsibilities • Business Development, • Identify and close new consulting opportunities in financial services., • Develop and execute sales strategies to effectively position Vertical Relevance's services., • Leverage personal networks and internal relationships to generate leads., • Client Relationship Management, • Establish and maintain relationships with key decision-makers at target accounts., • Position Vertical Relevance as a strategic partner for business and technology consulting solutions., • Manage client relationships throughout the sales cycle., • Collaboration & Strategy, • Work with internal delivery teams to develop competitive proposals and estimates., • Collaborate with solution partners (AWS, ServiceNow) to create go-to-market strategies., • Drive account planning processes to uncover opportunities within existing clients and develop new logos., • Sales Execution, • Manage multiple deal cycles concurrently while maintaining accurate pipeline and forecast data., • Meet or exceed quarterly sales quotas by driving revenue growth through strategic engagements., • Leadership & Advocacy, • Act as a trusted advisor to clients by understanding their business challenges and offering tailored solutions., • Minimum of 3 years of experience selling consulting services or software solutions into the financial services industry., • Proven track record of meeting or exceeding sales targets in a consultative selling environment., • Strong presentation skills with the ability to communicate effectively at all organizational levels., • Familiarity with business development methodologies, including technology roadmaps and assessments., • Financial Services (Wealth Management, Asset Management, Insurance, Banking, Cards / Payments), • Cloud Computing (AWS) Powered by JazzHR 73avSqE7rS

Job Description Imagine being a healthcare provider whose sole mission is to focus on delivering high-quality patient outcomes, but with the knowledge that you need to constantly document your compliance with key healthcare regulations along the way. Now imagine tasking someone with a limited compliance background to manage that, with looming risks of audits, breaches and fines hanging over your practice. Compliancy Group's vision is to deliver stress-relieving, tech-enabled services and software to the healthcare community that create stronger trust between patients and providers. We're on a mission to support small and midsized medical practices as they work to comply with critical, ongoing healthcare compliance requirements. We're looking for Customer Success Managers (CSMs) who thrive in a high-impact, customer-facing role, enjoy building relationships, and are motivated by helping clients achieve their goals. You'll manage a pooled portfolio of accounts, focusing exclusively on retention, product adoption, and engagement of our SaaS healthcare compliance platform, while collaborating closely with Sales, Finance, Support, and Product teams. This role revolves primarily around driving high retention with customers rather than growth, and a high-performer in this role is able to make sense of the complex, driving a scaled customer experience with their base in the name of guiding as many as possible to a positive renewal decision. This is a remote role with opportunities to connect virtually or in-person for collaboration, process improvement, and team alignment. Why You'll Love This Role: • You'll directly impact customer satisfaction, retention, and long-term engagement., • Your work will ensure customers stay active, happy, and supported, providing measurable value to the business., • You'll develop and execute proactive, repeatable strategies to drive awareness, adoption, and engagement across a pooled account portfolio., • You'll collaborate with Finance to resolve payment disputes, escalations, and other account issues., • You'll work alongside a supportive team across Customer Success, Product, and Support to advocate for customers and improve processes., • You'll have the autonomy to influence customer outcomes while working in a collaborative, high-impact environment.Qualifications:, • 2+ years of experience in Customer Success, Account Management, Client Services, or a related role., • Strong organizational skills to manage a high volume of accounts with consistent, repeatable outreach., • Excellent communication, problem-solving, and relationship-building skills, with a customer-first mindset., • Goal-oriented, especially when it comes to achieving retention and satisfaction targets, • Comfortable collaborating across teams, including Finance, Product, and Support., • Experience in SaaS or subscription-based business models preferred., • Bachelor's degree or equivalent professional experience is a plus.Responsibilities:, • Serve as the primary point of contact for a pooled portfolio of core (mid-sized spend; non-strategic) accounts, focusing exclusively on retention, adoption, and satisfaction., • Drive customer engagement through proactive, repeatable touchpoints that maximize platform usage and value realization., • Partner with sales to drive account expansion; while the CSM is not responsible for growth, there are financial incentives in place to identify potential growth opportunities, • Implement structured processes to maintain consistent communication and engagement across the pooled account portfolio., • Partner closely with Finance to resolve payment disputes, escalations, and account issues., • Monitor account health and identify opportunities to improve customer engagement and retention., • Direct customers to the platform for commercial transactions or negotiations, without involvement in sales activities., • Collaborate with Support and Product teams to advocate for customer needs and improve processes., • Act as a true customer champion - focused entirely on helping customers succeed. What CG Can Offer You:, • The opportunity to make a direct, measurable impact on customer retention and satisfaction., • Competitive base salary plus performance-based bonus tied to gross retention rate (GRR). Financial incentives to drive expansion opportunities to the sales team and drive our wallet retention rates higher., • Extensive training and professional development to help you grow your career., • Comprehensive benefits (medical, dental, eyecare, 401K with company match, generous PTO, and more!). Location: Remote, USA PLEASE READ: Our team has recently been notified of a phishing scam targeting candidates applying for Compliancy Group's open roles, where scammers have been posing as recruiters in an effort to access candidates' personal information. Please note that any communication from our hiring teams will be sent from a @compliancygroup.com email address and we will only respond to applications submitted through appropriate channels. Equal Employment Opportunity is a fundamental principle at Compliancy Group, where employment is based upon personal capabilities and qualifications without discrimination based on race, color, religion, sex, age, national origin, disability, sexual orientation, or any other protected characteristic as established by law. Job Type: Full-time, Remote

Job DescriptionAbout UsCanary Technologies is changing the game for hotels with modern software powered by Canary's hospitality-specific AI platform. Canary is utilized by 20,000+ hoteliers in 100+ countries to equip hoteliers with the technology they need to work smarter and wow their guests. Major hotel brands such as Wyndham, Marriott, IHG, Four Seasons, Rosewood, and Best Western trust Canary to deliver results. Canary was named a 2024 Deloitte Technology Fast 500™ company, a Most Innovative Company by Fast Company and a HotelTechReport Best Place to Work — and is backed by top Silicon Valley investors like Y Combinator, F-Prime, Brighton Park Capital and Insight Partners. Join us in shaping the future of hospitality! About the RoleWe are seeking a highly motivated and experienced Mid-Market Customer Success Manager (CSM) to join our growing team. The Mid-Market CSM will be the primary point of contact for our Mid-Market hotel partners after they have successfully implemented and adopted Canary Technologies' products. This role is crucial in ensuring customer satisfaction, driving retention, and fostering long-term relationships.Responsibilities • Customer Retention: Proactively engage with a portfolio of mid-market hotel accounts to ensure continued satisfaction and utilization of Canary products. Identify and mitigate risks to customer churn, • Customer Health Management: Monitor customer health metrics, identify areas for improvement, and develop action plans to increase customer success, • Customer Expansion: Identify opportunities for product expansion within existing accounts, collaborating with sales teams to drive upsell and cross-sell initiatives, • Relationship Management: Build strong, trusted relationships with key stakeholders at client hotels, including general managers, operations managers, and IT teams, • Product Expertise: Become a subject matter expert on Canary Technologies' product suite, providing guidance and best practices to customers, • Issue Resolution: Act as an escalation point for customer issues, working cross-functionally with support, product, and engineering teams to ensure timely resolution, • Host QBRs: Conduct regular Quarterly Business Reviews (QBRs) with key clients to review performance, discuss strategic goals, and present product roadmaps.Qualifications, • Bachelor's degree (BS/BA).2-3 years of proven experience in account management or customer success, preferably within a B2B SaaS environment, • Strong understanding of customer success methodologies and best practices, • Excellent communication, interpersonal, and presentation skills, • Ability to manage multiple accounts simultaneously and prioritize tasks effectively, • Proactive and results-oriented with a strong customer-centric approach

Job DescriptionHead of Client Services Location: New York, Hybrid Salary: $230,000 - $250,000 plus Share Options Reporting to: VP of Brand Experience About Us Duel is a SaaS company on a mission to make Brand Advocacy the industry-standard philosophy for building brilliant retail brands. Founded by world record-breaking adventurer and former brand ambassador Paul Archer, we exist to show that companies built for advocacy can change the world. In today’s hyper-connected world, where social media is twice the size of all other media channels combined and entirely user-generated, the most successful brands are those investing in people and community, not ads. The Duel Brand Advocacy Solution enables enterprise brands to do just that. We’ve onboarded over 60 influential brands including Abercrombie & Fitch, Charlotte Tilbury, Spanx, Victoria’s Secret, LUSH, and Elemis. Our global team of 60+ spans New York City and London, bringing together psychologists, brand experts, and community builders who combine cutting-edge brand expertise with deep SaaS experience. Backed by top European VCs, Duel recently announced a $16 million Series A, accelerating our U.S. growth and bringing our AI-driven product vision to life, equipping brands with the tools to drive growth through thousands of advocates, customers, creators, and brand ambassadors. The Role As the Head of Client Services, you’ll be our "Partner to the Customer" and the architect of how we deliver remarkable experiences at scale. You’ll build your team, partner directly with sales, brand strategy and implementation teams to build a high-performing agency grade client services function, that drives measurable impact and lasting brand relationships. You’ll create one cohesive motion. No diluted accountability. Every account has a single strategic owner. If it’s unclear, it’s you who decides. You won't be just managing accounts, you will redefine how enterprise beauty, fashion, luxury & CPG brands turn customers into advocates. You won’t be stepping into a playbook; you’ll be writing it. This isn’t a traditional client services leadership role. It’s a full-spectrum opportunity to own the brand journey end-to-end.. from strategic account management and customer success to renewals, expansions, and commercial growth. This role is a step-change from just client relationships to becoming the holistic architect of how Duel's SaaS technology delivers gross advocacy value to its brands. You’ll be responsible for scaling our retention, engagement, and expansion motions with enterprise brands. This leadership role requires a blend of hands-on strategic delivery, team leadership, and the ability to operate at the intersection of agency-grade client services and the commercial rigor of SaaS. We’re Looking for Someone Who Will… * Run one team with clear lanes: Client Services leads and owns the relationship; Managed Services ensures execution quality; Project Management keeps us on time and on budget. You ensure these parts move as one. No diluted accountability. Every account has a single strategic owner. If it’s unclear who decides. It's you. * Lead hands-on. Step into a tricky renewal or triage a program risk, then step back. Be creative, pattern recognition and proactive ideas rooted in market and client context, not decks for their own sake. * Create clarity around client forecasts, upsell/cross-sell opportunities, deliverables, and relationship strategy. Client Services Strategy & Leadership * Build a scalable client service program that drives satisfaction, retention, and growth. This includes managing the post-sale customer lifecycle, leading a team of CSMs, and owning renewals, expansions, deal structuring, and commercial excellence. * Build and lead a high-performing team of Client Services Directors/Managers; mentor, set standards, and raise the bar. * Install your operating playbook: account planning, forecasting, renewal/expansion motions, and executive communication standards. * Model crisp writing and executive presence. We tell the truth, we quantify outcomes, and we don’t overpromise. * Own the operating model. Stand up a scalable CS system with clear segmentation (enterprise vs. commercial), portfolio health reviews, expansion rituals, and a fast-moving executive escalation path. * Institutionalise the playbook, codify account planning, forecasting, renewals, executive comms, and change control. Make it auditable and easy to teach with live examples (strategy hubs, playbooks, maturity models) Run board-grade EBRs/QBRs. Tie every review to customer priorities, quantified outcomes, and funded next steps. * Bake advocacy as a growth engine, integrating community, UGC, and referral signals into health scoring and success plans. * Instrument the function: track NRR, GRR, logo retention, margin by account, adoption depth, expansion velocity, and leading indicators. * Lead from the front, take point on pivotal executive conversations, solve issues, teach, then step back. * Own the number. Forecast with precision and call risks early with clear recovery plans. Customer Advocacy, Retention & Risk * Build executive relationships that matter. Map sponsors, run quarterly briefings, and maintain a value narrative that earns advocacy, not just satisfaction. * Blend product telemetry, relationship coverage, and advocacy signals (community, creators, UGC, referrals) into a live health score; use named playbooks for early churn prevention. * Make feedback actionable, route insights to Product, Data, and AI in a “problem, evidence, impact, proposal” format, and close the loop visibly. Renewals & Expansion * Own the full renewal cycle, forecasting, pricing, deal structure, and negotiation — with no-surprises accuracy. * Operationalise renewals through proactive 120/90/60-day timelines, mutual success plans, and pre-mortems for at-risk cohorts. * Maintain system discipline in HubSpot: clean stages, renewal cohorts, lifecycle milestones, risk flags, and exec notes that stand up in a board meeting. Cross-Functional Collaboration * Translate insights into product action, turning customer patterns into roadmap priorities and beta programs. * Partner tightly with Sales: joint account plans, whitespace mapping, and aligned renewal/expansion plays. * Tighten delivery. Standardise communications, SLAs, and run-of-show to ensure calm, predictable, high-quality execution. We’d Love to Hear from You If You Have… * A background in building Client Services teams, agency, consultancy, tech, or in-house; ideally with experience scaling commercial, customer-focused teams delivering tech solutions. * 10+ years in client services, customer success, account, or brand management, with 3+ years in a leadership role. * Proven success developing data-driven client services transformations for enterprise brands, ideally in beauty, fashion, lifestyle, or CPG. * Deep understanding of how to translate brand growth and retention into proactive strategies and measurable outcomes. * Experience leading teams through high-stakes proposals, pitches, and executive storytelling. * Expertise across omnichannel execution, community, social, influencer, activations, partnerships, PR, trade marketing, and creative development. * A polished approach to client relationships, cultural insights, and platform-specific tactics. * A track record of working with senior-level stakeholders (including C-suite executives) across Fortune 500 brands or large-scale organisations. * The ability to tie data to commercial outcomes, connecting advocacy to retention, referrals, and revenue. * Exceptional collaboration skills, a true team player. * Immaculate attention to detail and high standards of brand strategy. Person * A creative thinker who sees patterns others miss, proactive, mission-led, and unafraid to shape direction. * A true collaborator and dot-connector, finding clarity in complexity across cross-functional programs. * A seasoned people leader with outstanding communication, organization, and time management skills. * Someone who values authentic, trust-driven engagement aligned with Duel’s mission. * Customer-obsessed, commercially minded, and relentlessly execution-focused. * A systems thinker who thrives in fast-paced, data-driven environments. * An entrepreneurial spirit that’s contagious, you build and lead, leaving teams and systems better than you found them. The Dueligan Culture * We’re building a remarkable company with remarkable people and a remarkable culture. Advocacy is our north star, for customers and employees. * A High Trust, Tight Ship, full of Bloody Brilliant & Utterly Lovely People doing their best work together. * We value trust and freedom above all else, combined with deep ownership, execution, and candor. * Dueligans are the largest shareholders in Duel. We take ownership seriously. In-Person and Remote Working Balance We do much of our best work together in person, which is why we’re hiring people within commuting distance of our London or New York offices. But we also recognize the value of deep work at home. Our hybrid philosophy gives you freedom and flexibility, you do you, as long as it’s not at the expense of others. Duel Perks & Package * Flexible working hours, we understand life happens. * 25 PTO Days + 11 Statutory Holidays + End-of-Year Break (3–4 additional days). * Options Scheme for all full-time employees, everyone shares in what we build. * US Healthcare Options (more to come). * 401K Match Plan. * Company MacBook. * $350 WFH Set-Up. * Headspace contributions. * Personal development budget and support. * 2 additional days’ leave for volunteering.

Job Description The Client Service Manager leads Tier 3 client relationships and supports delivery coordination across Tier 2 accounts. The role involves managing communications, tracking project deliverables, and ensuring a smooth client experience from project kickoff through to delivery. The Manager works closely with internal teams to clarify briefs and ensure clients feel informed and supported at every stage. Responsibilities Client Strategy & Relationship Management • Manages Tier 3 client accounts and supports Tier 2 engagements under the guidance of Senior Managers., • Acts as the main point of contact for assigned clients, ensuring smooth day-to-day communications and proactive updates., • Builds trust with clients by being responsive, organized, and solutions-oriented, especially during active project phases. Account Growth & Commercial Development • Identifies opportunities for repeat business or additional services based on understanding of client needs and engagement history., • Escalates growth opportunities to Senior Managers or Directors with context and supporting insights., • Prepares first drafts of scopes and proposals for returning clients in collaboration with internal teams. Client Delivery Governance • Ensures timely briefing, documentation, and tracking of deliverables., • Owns regular client check-ins during live projects, ensuring expectations are clearly set and updates are shared., • Supports project debriefs and feedback loops, helping track satisfaction and delivery alignment. Cross-Functional Collaboration • Works closely with Project Managers to ensure client briefs are clearly communicated and deliverables are on track., • Flags risks, delays, or client concerns early and helps coordinate appropriate responses., • Participates in project kickoff, midpoint, and wrap-up meetings as the CS representative. Team Leadership & Capability Development • Mentors Coordinators and junior team members in client etiquette, documentation quality, and service mindset., • Shares feedback with Senior Managers on process friction points and team development needs. Process & Tools Optimisation • Maintains CRM records, project documentation, and communication logs in an organized and consistent manner., • Supports testing and roll-out of new tools, templates, and workflows within the CS team., • Helps document common client questions or challenges to inform SOP development. Reporting, Feedback & Escalation Management • Keeps client satisfaction and project feedback up to date in HubSpot or other CRM platforms., • Flags service issues or communication gaps to senior team members with clear documentation., • Tracks key account milestones and supports preparation of quarterly tiering review inputs. Hiring & Onboarding • Provides feedback during hiring process for Coordinator roles., • 3–5 years in client-facing or agency coordination roles, • Hands-on experience managing day-to-day client communication, • Strong organizational and time management skills, • Skilled in briefing, documentation, and stakeholder follow-ups, • Basic understanding of project management principles, • Familiar with tools like HubSpot, Google Workspace, Monday.com, • Comfortable leading meetings and calls independently, • Strong problem-solving and multitasking ability, • Salary: $70 to 90k per annum depending on experience, • Bonus Scheme: based on annual company performance, • Retirement Plan (401k), • Health Care Plan (Medical, Dental & Vision), • Gym membership, • Fantastic office environment in a nice location

Job Description Since our founding in 2012, Lotlinx has consistently pioneered advancements in the automotive landscape. We specialize in empowering automobile dealers and manufacturers by providing cutting-edge data and technology, delivering a distinct market advantage for every single vehicle transaction. Today, we stand as the foremost automotive AI and machine learning powered technology, excelling in digital marketing, risk management, and strategic inventory management. Lotlinx provides employees with a dynamic work environment that is challenging, team-oriented, and full of passionate people. We offer great incentives to our employees, such as competitive compensation and benefits, flex time off, and career development opportunities. Job Summary The Dealer Success Manager supports our dealer base. They are responsible for interfacing with our dealers to build relationships, drive adoption of our platforms and our tools, and use data to recommend inventory strategies for success. They will generate new business and upsell our current customer base. Must be based in/near Long Island or Queens. Key Responsibilities • Build and Maintain Relationships: Foster strong, long-term relationships with active dealers through weekly calls, monthly performance reviews communication and problem solving skills, providing tailored solutions for dealer success., • Serve as an Ambassador: Educate dealers on Lotlinx products, company, and best practices including risk inventory, channel marketing and market trends, • Customer Success Reporting: Conduct regular meetings using data and reports (weekly, quarterly) to ensure optimal use of our platform, and setting up strategic campaigns to achieve dealer goals., • Retention and Churn: Assess and manage risks for each dealer to proactively prevent churn, driving retention and growing revenue., • Product/Service Updates: Identify and prioritize updates based on dealer feedback, industry trends, market dynamics, and competitor analysis using our tools., • New Business: Generate sales with new dealerships, increase our market penetration, and contribute revenue., • Bachelor's degree or equivalent experience, • 5+ years of sales experience preferred, • Experience with presentation tools, Salesforce, and Outreach, • Proven track record of sales success, • Experience in the automotive industry is required, • Proven Relationship Management: Proven track record of managing dealer relationships; dealer principles, dealer groups, • Tech-Savvy: Ability to understand, interpret, and present data effectively using a consultative approach., • Quick Learner: Ability to grasp new concepts quickly, maintain an open mind for change, and proactively solve problems., • Excellent Communication: Strong communication and presentation skills, with a focus on listening for understanding and influencing outcomes., • Client Service Excellence: Proven track record of delivering outstanding client service., • Leadership Engagement: Expertise in interfacing with client contacts at various leadership levels., • Technical Presentation: Ability to effectively present Lotlinx platform and technology and respond to client requirements and requests with urgency., • Client Standards Understanding: Capacity to educate and consult with dealers and requirements related to offered products, features, and solutions., • Internal Communication: Ability to communicate client requirements to internal teams with urgency to ensure alignment. Benefits: Medical, Dental, Vision, Matching 401k. Lotlinx is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Lotlinx is not currently able to offer sponsorship for employment visa status. Lotlinx is headquartered in Peterborough, NH and has locations in Holmdel NJ, Manitoba, Ontario and British Columbia, Canada in addition to a large team spanning from the US to Canada. Our success relies heavily on our customers but also our dedicated talent that continuously moves our platform forward. We value our employees, their abilities and seek to foster an open, cooperative, dynamic environment where the team and company alike can thrive.

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 Customer 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.