Maintain active account plans for all assigned enterprise customers, including documented stakeholder lists and success plans.
Deliver agreed customer engagement and review cadences, including quarterly business reviews and health scoring.
Proactively identify, mitigate, and manage churn risks across your portfolio of strategic customers.
Xplor Technologies provides vertical software, embedded payments, and AI-powered capabilities to help businesses in various industries simplify operations and elevate customer experiences. The company serves over 130,000 businesses in 72+ countries and fosters a culture guided by five core values: Find a better way, Do the right thing, Say it straight, Win together, Own the outcome.
You own the long-term partnership with higher education institutions, setting strategic direction and aligning goals with the PeopleGrove platform.
You lead a team of Engagement Managers to drive adoption and ensure renewal outcomes across your portfolio.
You serve as the senior point of contact for institutional leadership, advocating for client needs internally and tracking performance metrics.
We are the trusted leader in student and alumni lifecycle engagement, helping colleges and universities drive real outcomes. With over 16 years of industry leadership and a dedicated team of over 100 professionals, we offer innovative software solutions and foster a collaborative, purpose-driven culture.
Create customer-centric content and perform data analysis to support account strategy and business reviews.
Marqeta provides a card issuing platform that enables companies to issue cards, authorize transactions, and manage payment operations in real time. The company is publicly traded, with a focus on innovation and a flexible work culture, serving well-known brands in the new economy.
Manage the successful implementation of Flywire's suite of products for colleges and universities.
Develop project plans, organize resources, and manage client relationships to ensure on-time, within-scope delivery.
Coordinate with internal teams and stakeholders, providing weekly status updates and managing risks.
Flywire is a global payments enablement and software company that delivers the world's most important and complex payments. With over 1,200 employees across 12 offices worldwide, we have a diverse and collaborative culture spanning 40 nationalities.
Manage a portfolio of Enterprise and SMB merchants, building long-term relationships and driving growth.
Define strategic vision, develop account plans, and lead commercial negotiations for expansion.
Orchestrate cross-functional teams and analyze performance to increase product adoption and retention.
Affirm is a financial technology company reinventing credit with honest and friendly buy now, pay later solutions. It is a remote-first public company with a culture focused on people-first benefits and inclusive growth.
Drive growth across partner portfolio through business development and solution penetration.
Lead end-to-end partner management lifecycle from prospecting to BAU, including complex negotiations.
Build and maintain relationships with key stakeholders and collaborate with internal teams.
mx51 is a payments-as-a-service solution for banks, non-bank acquirers, and other merchant service providers. They are building a payment platform that allows merchants to accept payments in-store, in-app and online, while consolidating all their data on a real-time business management dashboard.
Build trusted relationships with client stakeholders and act as their strategic advisor
Drive utilization, engagement, and adoption of WellTheory's programs
Deliver data-driven business reviews with insights and recommendations
WellTheory is a digital health company helping people with autoimmune conditions take control of their health through personalized care, nutrition guidance, and ongoing coaching. We're a team of 50+ passionate people building an AI-forward organization that expands human capability.
Support one of Marqeta's largest global strategic accounts as the primary point of contact for day-to-day operations and client needs.
Build strong relationships, identify process improvements, and drive incremental growth through cross-functional collaboration.
Stay close to customer priorities to optimize operations and support long-term account success.
Marqeta provides a card issuing platform for embedded finance, enabling companies to issue cards and manage payments in real time. They are a publicly traded company with a flexible-first culture and a focus on innovation.
Guide US and global clients from pre-contract to go-live, building playbooks and workflows for seamless onboarding.
Own the program end-to-end, including kickoff calls, SSO setup, milestone tracking, and client communication.
Act as a trusted advisor to HR leaders, designing engagement strategies that drive utilization.
LearnLux is a provider of workplace financial wellbeing, blending digital planning with access to financial planners. The company is venture-backed, has raised over $35M, and fosters a fast-paced, growth-focused culture.
Manage relationships with fastest growing clients to drive renewals, expansion, and advocacy.
Create client deliverables like presentations and strategy recommendations for senior executives.
Develop strategic account plans and QBRs to ensure ROI and maintain strong retention rates.
ABC Fitness is the #1 software provider for fitness businesses worldwide, supporting 30K clubs and 40M members. The culture is values-focused with a growth mindset, emphasizing respect, trust, and belonging in an inclusive team environment.
Manage the full client journey from discovery to integration, acting as the main point of contact for all concerns.
Set success metrics, monitor performance, and lead regular check-ins to ensure progress and resolve issues.
Build strong client relationships and collaborate with internal teams to ensure smooth execution and communication.
MultiplyMii is a staffing company that connects Philippine talent with US-based clients in the Home Service Industry, also offering CFO and accounting services. The company emphasizes continuous training and professional development, fostering a collaborative and client-focused culture.
Manage an assigned portfolio of academic and healthcare education program accounts, driving customer satisfaction, retention, renewal, adoption, and growth.
Mentor less experienced account team members and leverage AI-enabled tools to improve customer engagement and operational effectiveness.
MCG leads the healthcare community to deliver patient-focused care. They have a mission-driven team of talented physicians and technical experts, and are part of Hearst, a company with over 100 years of experience.
Lead a team of client managers to drive risk detection, opportunity identification, and proactive client connections.
Coordinate team delivery of resources, manage at-risk clients, and maintain feedback loops across departments.
Act as a client manager for a small portfolio, supporting implementation, upsell opportunities, and trusted advisor relationships.
Symplicity provides software solutions for the higher education market. The company is a corporate organization with a team-oriented culture that values ethical standards and self-motivation.
Build and maintain strong relationships with senior management and C-level executives of strategic accounts.
Partner with internal teams to ensure smooth onboarding and positive client experience during implementation.
Identify expansion, upsell, and cross-sell opportunities and drive adoption of new products.
Zerohash is the leading crypto and stablecoin infrastructure platform powering the next generation of financial services. The company has raised over $280 million and is trusted by global financial brands, fostering a culture of independence, collaboration, and transparency.
Build relationships with your customers: manage your own portfolio, understand their businesses, and become a trusted point of contact.
Reduce customer churn: proactively contact customers at risk, understand their needs, and help bring them back.
Help customers grow: identify opportunities to increase product adoption and make Finom their primary business account.
Finom is a European tech startup developing an all-in-one financial B2B platform that integrates banking, accounting, and invoicing for entrepreneurs. With over $346 million in total funding and a collaborative, inclusive culture, they empower employees to make a real impact across Europe.
Act as primary client contact, manage service enquiries, and build strong client relationships via phone, email, and virtual meetings.
Prepare and implement financial plans using eMoney, manage client accounts on the Charles Schwab platform, and maintain CRM records.
Coordinate with the Financial Advisor to ensure outstanding service, handle planning tasks independently, and streamline internal processes.
Assist World is an outsourcing company that connects global talent with US-based firms. They offer a fully remote work culture with a focus on trust and performance.
Manage client onboarding and ensure successful implementation of VALD systems.
Build strong relationships with clients through online and occasional face-to-face interactions.
Identify client support needs and opportunities for growth while managing multiple assignments.
VALD is a world leader in allied health technology, providing innovative human-measurement tools to over 10,000 clients globally. They have grown to over 300 team members across 35+ countries, fostering a down-to-earth, inclusive, and vibrant culture.
Build and maintain strong, long-lasting client relationships
Ensure timely and successful delivery of solutions according to client needs and objectives
Communicate progress of monthly and quarterly initiatives to internal and external stakeholders
INFUSE is a demand generation company providing solutions to B2B organizations. With a global team operating across more than 60 countries, the company has been recognized multiple times on the Inc. 5000 list and has received over 60 industry awards.
Serve as primary point of contact for a portfolio of customers, managing daily operational needs and ensuring programs run smoothly.
Document and improve operational processes, creating templates and playbooks to support the Account Management team.
Perform data analysis to surface customer trends and assist senior Account Managers with reporting and presentations.
Marqeta is a fintech leader redefining financial services through embedded finance. It is a fast-growing company with a flexible-first culture that supports remote work.
Onboard new users - Oversee the activation process for new users, ensuring a seamless introduction to our platform.
Own customer inquiries - Act as the primary point of contact for customer inquiries, resolving issues promptly to maintain high satisfaction levels.
Generate revenue - Collaborate with the sales team to support customer success and facilitate upsell activities, directly affecting the LTV of a customer.
We are an education technology platform that connects the best teachers with students who need them. Backed by $15m in Series A funding, we have a collaborative and ambitious global team.