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• Take ownership of a portfolio of 7-9 accounts, including several large customers in active onboarding.
• Build relationships with executive sponsors and key day-to-day contacts.
• Lead the executive onboarding portion of implementations, ensuring stakeholders are aligned on goals and success measures.

Clutch is a vertical SaaS company backed by Andreessen Horowitz (A16z), aimed at revolutionizing the way Credit Unions engage and change the lives of their members. They develop software to turn Credit Unions into FinTech lenders and leverage their balance sheets to responsibly lend to over 130M Americans.

• Understand unique member investment goals and strategies to ensure they are effectively set up to see success on the platform.
• Drive key KPIs around member engagement with the product, through phone and email interaction.
• Deliver on a number of customer success responsibilities, including but not limited to proactive member outreach to drive improved platform usage.

Axial is an online M&A sourcing platform for professional acquirers and sellers of privately held small businesses. They have built a digital transaction platform that radically improves the speed, confidentiality, and success by which small businesses hire M&A advisors.

• Proactively engage with customers to understand their needs, challenges, and objectives.
• Act as a customer advocate within the company, being the voice of the customer, representing their feedback and needs.
• Analyze and have critical thought on clients’ data to perform a strategic analysis and take decisions based on data.

Pismo, founded in 2016 by experienced entrepreneurs and engineers, provides a comprehensive processing platform for banking, card issuing, and financial market infrastructure. With over 500 employees in more than 10 countries, they help customers innovate and build next-gen banking and payment solutions, and joined Visa in 2024.

• Deliver impeccable and proactive service, anticipating client needs before they arise.
• Explain complex concepts simply, like transaction unwinding or specific promotions.
• Take ownership of client issues, coordinating efforts across departments to ensure resolution.

Wealthsimple's mission is to help everyone achieve financial freedom by reimagining what it means to manage your money. As the largest fintech company in Canada, 3+ million users trust them with more than $100 billion in assets.

• Manage portfolio ensuring client’s financial condition, management’s performance and industry trends are up to corporate standards.
• Responsible for ensuring all advances and loans comply with loan policy and approved structure.
• Resolve factoring and asset based lending service problems, control operational costs and minimize loss of clients to competition.

Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and believe unique perspectives strengthen them and position them for success.

• Lead and manage the day-to-day operations of the Investor Services team, overseeing the entire investor lifecycle.
• Serve as the primary escalation point for client inquiries, issues, and requests, providing timely, practical, and client-focused resolutions.
• Lead, mentor, and develop a team with a focus on accountability, client service excellence, and continuous improvement.

Juniper Square's mission is to unlock the full potential of private markets by digitizing them, bringing efficiency, transparency, and access. It is a values-driven organization that invests heavily in digital-first operations, with physical offices in San Francisco, New York City, Mumbai and Bangalore.

• Provision and configure new advisor accounts and teams in internal systems.
• Manage advisor transitions, including moves between account managers or teams.
• Execute user migrations and update internal systems to reflect accurate billing, contracts, and account information.

Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace.

• Onboard PE-backed customers onto Aleph and support them as they adopt core FP&A workflows
• Determine and establish effective ways to enhance PE-backed customers’ FP&A setup with Aleph
• Develop lasting, trust-based partnerships with finance teams at PE-backed companies

Aleph is an AI-native platform for Financial Planning & Analysis (FP&A), an established software category. Aleph was founded by Albert Gozzi and Santiago Perez De Rosso and is backed by top VCs, and work with customers like Webflow, Notion, Zapier, Y Combinator and many others.

• Manage client and broker/consultant relationships throughout the client lifecycle.
• Communicate clearly and concisely in both verbal and written formats.
• Collaborate cross-functionally within a team environment, ensuring seamless coordination and alignment across departments.

Lantern is a specialty care platform connecting people with the best care when they need it most. Lantern is trusted by the nation's largest employers to deliver care to more than 6 million members across the country.

• Build and manage best-in-class private asset offerings for Wealthsimple clients.
• Collaborate across teams to support high-priority initiatives.
• Translate investor needs into clear requirements and analyses.

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. They are the largest fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets.

• Support market research efforts to understand customer needs and pain points.
• Assist senior product managers in identifying Minimum-Viable Products and key “Jobs-To-Be-Done”.
• Collaborate with engineering teams to ensure timely delivery of high-quality product releases.

InvestorFlow delivers industry-specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships. Headquartered in San Francisco, California, they serve over 175 clients, including 25 of the top 50 alternative asset managers managing more than $6 trillion in assets.

• Act as a trusted expert for clients navigating loan registration and AUS processes
• Strengthen client engagement and long-term partnership success
• Provide advanced operational support and solutions for complex mortgage scenarios

eLEND modernizes mortgage operations through governance, risk management, and infrastructure. Their Client Success team supports partners with expertise, transparency, and operational excellence.

• Originate, onboard and maintain institutional and retail relationships in the APAC region.
• Act as an escalation point regionally for Customer Success Advisors when providing banking services to customers.
• Monitor customers portfolio and provide timely update to clients as appropriate.

Xapo Bank aims to provide economic freedom and wealth protection, regardless of location. They are a fully distributed team of over 130 employees working remotely from 30+ countries.

• Build and maintain strong, long-term relationships with clients as a trusted advisor.
• Ensure timely delivery of solutions aligned with client needs and objectives.
• Communicate clearly with clients and internal teams on progress and updates.

Jobgether is connecting job seekers with companies. They use AI to match candidates to roles, promoting quick, objective, and fair reviews against core requirements, and they ensure top candidates are shared with hiring companies for final decisions.

• Provide strategic direction to clients on maximizing value through Alkami’s platform.
• Establish and maintain strong relationships at all levels of seniority within client organizations.
• Understand clients’ business challenges, goals, and industry trends, offering strategic consultation.

Alkami is a leading cloud-based digital banking solutions provider for financial institutions in the United States. They help clients to transform through retail and business banking, digital account opening and loan origination, payment fraud prevention, and data analytics and engagement solutions. Alkami has an awesome diverse and inclusive environment and continue to be recognized for its intentional culture and tremendous growth.

• Run a team of licensed portfolio managers supporting clients for whom we manage money.
• Coach, train, develop, and inspire entry-level portfolio managers.
• Oversee our digital portfolio management systems used to manage client money.

Wealthsimple aims to provide financial freedom for everyone by making money management transparent and low-cost through technology. As the largest fintech company in Canada, they have over 3 million users and $100 billion in assets, emphasizing collaboration, humility, and quality.

• Own the day-to-day success of assigned clients, focusing on adoption, account health, and retention at scale.
• Serve as a trusted partner by sharing relevant best practices and resources to customers.
• Develop and maintain a detailed understanding of client use cases and document findings to support continuity and scale.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

• Execute account updates, maintenance, and closure requests promptly and accurately.
• Review and research customer dossiers to ensure completeness and accuracy.
• Analyze customer data to identify potential risks and escalate when necessary.

Finom is a European tech startup headquartered in Amsterdam, revolutionizing financial services for entrepreneurs. They provide an all-in-one B2B platform integrating banking, accounting, financial management, and invoicing and have raised approximately $346 million in funding.

• Establish tailored onboarding and training plans for new enterprise clients in APAC to ensure they learn, adopt, and are successful at the onset with the Traackr product.
• Determine critical measures for success for clients’ influencer programs to ensure there are quantitative and qualitative ways to measure progress.
• Monitor and address adoption and usage for clients in APAC region.

Traackr is a global SaaS technology company providing a data-driven influencer marketing platform that marketers use to optimize investments, streamline campaigns, and scale programs. They are a remote-first company with offices in San Francisco, New York, Boston, Paris, and London and operate on a culture of mutual respect.

• Partner with Sales, KYC Operations, Legal and Client Experience teams to ensure a seamless client onboarding process.
• Ensure integrity of the sales pipeline, timely completion of client-specific contracts, and attentive client care.
• Become familiar with new account opening requirements, verifying information, and coordinating necessary approvals.

Anchorage Digital is building the world’s most advanced digital asset platform for institutions to participate in crypto, offering custody, staking, and trading services. They are a diverse team of more than 600 members with offices in multiple locations and are funded by leading institutions.