Guide customers from onboarding through long-term adoption, ensuring they achieve their business goals with Vanilla’s solutions.
Create and manage customer success plans that outline customer goals, key metrics, and opportunities for growth.
Own the renewal process, identifying expansion opportunities and mitigating potential churn.
Vanilla Technologies Inc. is the first AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. They are a startup distributed across the U.S., with a mix of fully remote and hybrid roles, embracing flexibility while staying closely connected.
Prepare for new client onboardings by sending disclosures, inputting workflows, data gathering, generating paperwork, creating tasks, and documenting to dos.
Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight.
Assist Advisors with client meeting prep and follow-up tasks.
Oakwell Private Wealth Management is a financial planning firm based in Austin, TX. They pride themselves on building relationships with their clients through education, integrity, collaboration, and commitment.
Develop account strategy and plan to achieve quota, conducting whitespace analysis and providing forecasts.
Understand MANTL's products to effectively communicate offerings, cross-sell, and lead commercial conversations.
Drive customer satisfaction through proactive outreach, ticket review, and resolution, and serve as the expert point of contact.
Alkami provides a digital sales and service platform for U.S. banks and credit unions. The company has an intentional culture and is recognized for being a best place to work in fintech.
Manage sales and relationships for complex accounts within the RIA and Regional Bank channels.
Serve as a consultant to clients, providing recommendations on T. Rowe Price strategies and solutions.
Promote the distribution of TRPIS/TRPA investment management strategies across multiple solutions.
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on–now, and over the long term. The company fosters a collaborative culture that respects and values differences, employing associates who share a spirit of generosity.
Manage relationships for clients with varying levels of complexity and take ownership of resolving client issues.
Lead regular client meetings, maintain action logs, and manage project plans for moderate to complex projects.
Analyze client benefits strategy and suggest improvements, identifying opportunities for increased member participation.
HealthEquity's mission is to save and improve lives by empowering healthcare consumers. We are passionate about providing solutions that allow American families to connect health and wealth, and we value our employees.
Serve as the primary point of contact for assigned client accounts, building strong relationships.
Support account growth by identifying opportunities to introduce new solutions.
Partner with internal teams to support the development and execution of client KPIs.
Heartbeat Health is a virtual-first cardiovascular care company, providing patients with convenient, high-quality heart care. They leverage real-time data and AI to empower providers and patients with personalized treatment plans, reducing hospitalizations and improving long-term heart health outcomes.
Manage a book of business, increase account retention, and resolve complex customer service problems.
Actively seek to grow IOA business by identifying and acting on sales opportunities.
Serve as a resource to the account team and Producers.
Insurance Office of America (IOA) provides property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom.
Manage and grow a portfolio of enterprise-scale accounts by building executive-level relationships and delivering tailored strategies.
Proactively problem-solve for clients and lead complex growth opportunities, including expansion into additional products.
Work cross-functionally with Product, Marketing, and Deployment teams to develop customized solutions aligned with client goals.
Array is a financial innovation platform that helps digital brands, financial institutions, and fintechs bring consumer financial products to market faster. It is a remote-first company focused on high performance and deep impact within the fast-growing fintech space, emphasizing a clear mission, continuous improvement, and experimentation.
Manage client on-boarding, program implementation and client education.
Maximize sales growth, account penetration and retention by partnering with Sales.
Project management of all client implementations, coordinating with internal departments.
Blackhawk Network (BHN) provides branded payment solutions to businesses, helping them grow revenue, increase loyalty, and engage consumers. It operates a global network with over 400,000 consumer touchpoints, offering gift cards, egifts, corporate payouts, and rewards.
Independently manage a minimum of fifty accounts, anticipate client needs, and drive retention and identify opportunities for up-sell.
Build strong relationships with primary client contacts and ensure day-to-day needs are met.
Prepare and conduct regular plan reviews with clients and partner with producer to define agendas and coordinate required materials.
Newfront is a team of risk and reward advisors providing industry leading services and resources in insurance, risk management, employee benefits and retirement programs. The company embraces a flexible work environment and supports employees working remotely, hybrid, or in-office.
Fulfill the role of trusted advisor on Dun & Bradstreet solutions through the development of strong, positive relationships with an established portfolio of clients.
Maintain revenue stream through successful renewal of existing business and expand revenue stream through needs up-selling and cross-selling.
Develop and maintain an active pipeline of forecasted sales to meet annual quota objectives.
Dun & Bradstreet is a global leader in business decisioning data and analytics, helping companies worldwide grow, manage risk, and innovate. We're a diverse, global team that values creativity, collaboration, and bold ideas.
Lead customer onboarding and deployment for smooth implementation experiences.
Partner with cross-functional teams to execute plans and solve customer problems efficiently.
Analyze client financial workflows to translate needs into clear, practical solutions.
Rillet serves accounting and finance teams by providing an AI-native ERP designed to help run financial operations with speed, accuracy, and insight. This high-growth startup is backed by top-tier investors, fosters a fast-paced culture of extreme agency and customer focus, and has offices in major cities.
Develop and execute a strategic territory plan targeting large banking institutions.
Become an expert in our product offerings and industry solutions, delivering compelling demos.
Lead complex sales cycles with a solution-based approach, employing strategic selling tactics.
Neo4j is the graph intelligence platform that transforms data into knowledge to power the next generation of intelligent applications and AI systems. It has an unmatched ecosystem trusted by 84 of the Fortune 100 and is supported by the world’s largest graph community.
Design and implement client success plans tailored to individual clients, including challenges, goals, and objectives.
Serve as the main point of contact for clients, addressing concerns and ensuring smooth communication.
Provide detailed reporting to clients on service usage and effectiveness, identifying opportunities for improvement.
NRI provides managed solutions and recommendations to improve current solutions. They foster a highly collaborative, results-oriented, dynamic, and extremely positive environment where employees can challenge their skills and work with large, sophisticated, and progressive clients.
Build relationships and increase the assets of assigned Wealth Management clients.
Work closely with an Internal Wholesaler to implement your territory plan.
Develop and implement marketing plans for assigned clients.
American Century Investments is a leading global asset manager with over 65 years of experience helping clients achieve their financial goals. They are a privately controlled and independent company with 1,400 employees globally and focus solely on investment management.
Manage portfolio through knowledge of client’s financial condition and industry trends.
Ensure advances and loans comply with loan policy and approved structure.
Resolve factoring and asset based lending service problems and control operational costs.
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 their differences and know that their unique perspectives make them stronger and well-positioned for success.
Manage customer-facing project services and coordinate with internal teams to onboard clients.
Initiate, plan, and design project timelines based on client specifics and resource availability.
Communicate project status and milestones to the client in a consistent and effective manner.
FinQuery delivers accounting automation with a focus on contract-driven accounting. Their AI platform streamlines financial contract management for controllers and finance teams. They serve over 8,500 customers worldwide and have been recognized as one of the fastest-growing companies for five years.
Develop and manage marketing strategies aligned to client business objectives.
Serve as the primary day-to-day marketing partner for assigned accounts.
Oversee the execution of marketing programs across multiple channels and initiatives.
Questline Digital is a marketing and technology agency. They build engaging experiences to boost program participation and overall satisfaction for utility companies nationwide.
Support the end‑to-end onboarding of new customers from handoff to go‑live.
Build positive, trusted relationships with customer contacts to ensure every customer is referenceable.
Help customers understand the benefits of front-line risk prevention, fraud reduction and process improvements.
Financial Operations Networks (FON) provides vendor information management solutions, protecting some of the largest companies. They combine the agility of a startup with the stability of an established industry leader, helping senior finance professionals keep their operations ahead of risk and fraud since 2001.