Serve as a strategic leader and trusted advisor, managing client relationships and driving process improvements to exceed client expectations.
Collaborate cross-functionally with Operations, Quality, Training, Sales, Client Services, and Implementation teams to enhance service delivery and resolve issues.
Analyze service trends, lead proactive client meetings, and use data insights to optimize performance and communication.
bswift is a leading benefits administration company that provides cloud-based technology and services to simplify employee benefits for thousands of companies nationwide. The company employs a collaborative, inclusive team and has been recognized as one of Chicago's and the Nation's Best and Brightest Companies to Work For, fostering a culture of excellence, accountability, and superior service.
Deliver a proactive client management strategy to encourage growth and retention with merchant partners.
Identify and execute upsell and cross-sell opportunities across a broad portfolio to enhance client value.
Provide prompt support, conduct regular performance reviews, and collaborate internally to align client goals.
Affirm is a financial technology company that reinvents credit to offer buy now, pay later solutions without hidden fees. It is a publicly traded company with a large workforce and a culture centered on honesty, transparency, and putting people first.
Drive new client acquisition and account growth within the Financial Services sector.
Identify and engage new business opportunities using lead generation and consultative sales.
Build and maintain strong pipelines while managing key client relationships for growth.
Brilliant is an innovative branded products and corporate gifting company that curates, produces, and distributes memorable merchandise and custom products. Our team of retail trend experts, designers, and engineers work together to produce impactful products that bring brands to life, offering services like concepting, sourcing, design, and fulfillment.
Lead, coach, and develop a team of client specialists to drive performance and client satisfaction.
Champion excellent client experience and build loyalty through strategic resolutions.
Analyze data and present performance updates to leadership.
The company specializes in debt settlement services. The culture emphasizes professionalism, empowerment, and continuous improvement, with a team of client specialists.
Drive revenue growth and manage Credit Union client relationships in a named account environment.
Build strategic partnerships with senior client management, offering data, analytics, and tech solutions.
Develop forecasts, advance pipeline, and identify new ways to grow the business.
Experian is a global data and technology company powering opportunities for people and businesses across financial services, healthcare, automotive, and more. We employ 25,200 people in 32 countries and have a people-first, inclusive, purpose-driven culture.
Prospect, qualify, and close new accounts for the company, focusing on hunting and selling to new customers.
Analyze market research data to guide sales efforts and present financial products effectively to prospective clients.
Meet or exceed volume, margin, fee, and cross-sell targets while building and maintaining a strong pipeline.
Pathward is a financial empowerment company dedicated to creating financial inclusion for all. They work with innovators to increase financial availability and remove barriers to financial access. The company has multiple locations across the US and promotes a culture of diversity and inclusion.
Supports Commercial Loan Officers in managing existing commercial credit relationships and new lending opportunities.
Underwrites, structures, and documents complex commercial loans, including annual reviews and risk assessments.
Monitors portfolio performance, identifies cross-sell opportunities, and ensures compliance with regulations.
Peak Credit Union is a financial institution focused on serving members and local communities. It is a mid-sized employer with a culture that emphasizes teamwork, customer service, and professional development.
Serve as the primary point of contact for an assigned portfolio of servicing clients, investors, and business partners.
Build and maintain strong client relationships through proactive communication, operational support, and strategic partnership.
Partner with internal servicing teams to ensure timely and accurate execution of servicing obligations and portfolio deliverables.
Zippy aims to simplify the manufactured home loan process through an online platform. They are a remote-first team headquartered in Dallas, TX, and offer competitive pay, stock options, and excellent benefits, backed by institutional investors.
Build trusting relationships with assigned customers to ensure high satisfaction and proactively understand their needs and pain points.
Drive expansion by identifying customer needs for additional products, managing renewals, and promoting adoption and engagement.
Represent the voice of the customer to inform product roadmaps and contribute to the development of FinQuery's product roadmap.
FinQuery stands at the forefront of accounting automation, specializing in contract-driven accounting. Recognized as a global leader in lease accounting on G2.com, we serve over 8,500 customers and have been named one of the fastest-growing private companies by Inc 5000 for five consecutive years.
Respond to premium audit inquiries via phone and email, providing accurate information to clients.
Coordinate communication between clients and the audit team to ensure smooth audit processes.
Maintain accurate records of communications and prepare audit reports and summaries.
Crum & Forster (C&F) provides specialty and standard commercial lines insurance products through admitted and surplus lines insurance companies. With over 2000 employees in the United States, C&F has earned a Great Place to Work Award and is committed to diversity, equity, and inclusion.
Manage an assigned portfolio of Fintech clients and build long-term strategic partnerships.
Align Experian capabilities to client objectives and deliver measurable business value.
Identify opportunities to improve growth, risk management, fraud prevention, customer acquisition, and operational efficiency.
Experian is a global data and technology company that powers opportunities for people and businesses worldwide. With a team of 23,300 people across 32 countries, we foster a culture of innovation, diversity, and work-life balance.
Serve as the primary owner of customer relationships post-implementation, driving retention and satisfaction through strategic partnership and proactive service management.
Oversee service delivery against SLAs and KPIs, coordinate escalations, and identify expansion opportunities in partnership with Sales.
Track customer health and success metrics, leveraging data to drive continuous improvement and scalable processes.
Model N is the leader in revenue optimization and compliance for pharmaceutical, medtech, and high-tech innovators, helping customers maximize revenue and streamline operations. The company is trusted by over 150 leading companies globally and focuses on innovation and customer success.
Ensure clients achieve their desired outcomes with the product, from implementation to ongoing success.
Manage client relationships as the primary point of contact for day-to-day queries and project coordination.
Drive client satisfaction, engagement, and growth through proactive communication and identifying upsell opportunities.
VivaCity builds AI-powered sensors and analytics to give cities a network-wide understanding of transport movements, supporting safer streets and sustainable transport. It is a 60-person AI scale-up with a presence in the UK, North America, and APAC, and a collaborative culture focused on actionable insight.
Manage a large portfolio of customers, driving retention, product adoption, and satisfaction through proactive engagement and data-driven insights.
Serve as a trusted advisor, developing scalable playbooks and programs to help customers achieve their goals and maximize ROI.
Collaborate cross-functionally with Sales, Product, and Support to champion the voice of the customer and manage renewals.
Versapay automates accounts receivable, removing barriers to collecting and reconciling B2B payments. With over 10,000 customers and processing over 110M transactions annually, we are a growing company that values diversity and innovation.
Build and maintain strong client relationships and support account growth in pharmaceutical marketing.
Serve as the conduit between clients and delivery team, collaborating with project management for successful campaign execution.
Understand client business and disease areas to develop strategic marketing plans and identify scope gaps.
P10 is a remote-only agency that challenges traditional agency models by focusing on change and passion. They bring together a diverse team of seasoned professionals to deliver exceptional value for clients, with a palpable passion felt from the first conversation.
Drive growth by assisting sales with demos and strategic trials of financial data solutions, including running trial training calls.
Maintain customer health by working with account management to provide advanced training, customizations, and build custom templates.
Act as a subject matter expert and product liaison, creating enablement materials and relaying customer feedback across teams.
AlphaSense provides AI-driven market intelligence and search, helping professionals make informed decisions with content including equity research, company filings, and expert calls. Founded in 2011, the company is headquartered in New York City with over 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland.
Take ownership of complex FinCrime tasks, including Enhanced Due Diligence for high-risk businesses and multi-jurisdictional money muling investigations.
Write, review, and submit high-quality Suspicious Activity Reports to the National Crime Agency.
Coach investigators on financial crime typologies and best practices to drive a culture of excellence.
Monzo is a UK-based digital bank that offers personal and business banking services. The company has a strong focus on financial crime prevention, with thousands of employees and a culture that emphasizes innovation, customer protection, and collaboration.
Manages a book of 400+ clients in the $2-10MM segment through virtual outbound calling and relationship management.
Identifies customer needs and presents the full range of PNC products and services to grow share of wallet.
Leverages technology and sales tools to drive new opportunities, manage risk, and maintain accountability in a monitored environment.
PNC is a financial services company offering a range of banking and lending solutions. With nearly 160 years of history, they employ a large workforce and foster an inclusive culture where employees are respected and valued.
Engage with customers through regular calls, business reviews, and daily needs to build long-term strategic partnerships.
Monitor adoption metrics, create success plans, and manage escalations to ensure customers utilize the full Axon platform.
Develop deep product knowledge and share industry best practices to help customers achieve operational goals.
Axon is a technology company focused on public safety, providing devices and cloud software to protect life. They aim to be a force for good with a fast-paced and meaningful work culture.
Respond to investment executive and client needs, concerns, and questions.
Assist in account opening process and maintain electronic client files.
Provide highest level of service and ensure accuracy in transactions.
Osaic is a financial services firm that supports over 11,000 Financial Professionals across the country. The company offers a collaborative and entrepreneurial culture focused on providing best-in-class service to clients.