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• Cultivate long-term relationships with clients, connecting with key executives and end-users.
• Develop a deep understanding of client goals, business requirements, and industry challenges.
• Provide strategic oversight during the entire client journey, including implementation, adoption, and renewal.

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients.

Act as the primary point of contact for B2B clients, ensuring they achieve success and satisfaction with their platform experience. Manage the full customer lifecycle—from onboarding and activation to expansion and renewal. Collaborate with cross-functional teams to drive adoption, optimize processes, and align platform capabilities with client goals.

This position is posted by Jobgether on behalf of a partner company and uses an AI-powered matching process to ensure your application is reviewed quickly.

• Focus on bringing brand-new high-net-worth clients ($500K+) into Wealthsimple.
• Create human-first sourcing strategies to acquire and anchor new clients, with the potential to close $50M+ in new assets annually.
• Evolve systems, processes, and culture in Wealth Management, creating an innovative, world-class client experience.

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money through smart technology.

In this role, you will play a crucial part in driving revenue growth while managing relationships with institutional clients. Leverage your expertise to acquire new business as well as service existing clients. Promote the full range of asset management capabilities.

This position is posted by Jobgether on behalf of a partner company and they use an AI-powered matching process to ensure your application is reviewed quickly.

• Help manage top tier, Fortune 100 client relationships, and account expansion strategies.
• Execute on engagement and delivery strategies for online and in-person training and assessment programs.
• Build and present client-facing delivery reports, including qualitative and quantitative data on student learning, sentiment, and engagement.

Since 2011, General Assembly has transformed tens of thousands of careers through pioneering, experiential education in today’s most in-demand skills.

• Lead Client Relationship & Delivery Success, oversee transition from implementation to PPS, and serve as primary point of contact.
• Drive Client Adoption, Value and Growth by monitoring adoption trends, leading business reviews, and identifying upsell opportunities.
• Enable Operational Excellence by maintaining client documentation in Salesforce, collaborating with teams, and contributing to best practices.

CrossCountry Consulting is an advisory firm that provides solutions spanning accounting and risk, technology-enabled transformation, and transactions. They partner with clients to solve challenges and deliver present and future value, and have earned awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work.

• Build genuine customer relationships and convert them into long-term revenue growth.
• Provide strategic guidance to clients on operational and product-related issues.
• Advocate for clients internally and champion new products to facilitate business expansion.

Deel is the all-in-one payroll and HR platform for global teams with a vision to unlock global opportunity for every person, team, and business.

• Work directly with clients to ensure success.
• Manage client-related activities of critical importance to the long-term relationship with the client.
• Maximize client’s product and service satisfaction to retain the client base.

Informa connects customers to information and people that help them know more, do more and be more, running around 800 events each year.

Lead the LAC Client Success Team by hiring, mentoring, and managing Client Success Managers. Drive Client Outcomes & Product Adoption, ensuring clients onboard effectively and adopt Pismo’s solutions. Champion Client Advocacy by building strong executive relationships and promoting client success stories.

Pismo, founded in 2016, provides a comprehensive processing platform for banking, card issuing and financial market infrastructure and helps customers innovate and build solutions.

• Support Maven’s rapidly growing direct segment with a high level of responsibility and visibility across the team
• Serve as a member of the account team managing our book of Small and Medium size Businesses (SMB) through a pooled support inbox, as well as developing 1:many content that can be leveraged by all customer segments
• Utilize Salesforce Cases system for triage, communication and resolution workflows; partner closely with peers other team triage colleagues to ensure high level of accountability and limit redundancy in addressing client questions and concerns

Maven is the world's largest virtual clinic for women and families on a mission to make healthcare work for all of us.

• Ensure seamless onboarding, transition, and conversion experience for financial services clients.
• Manage data migration, system setup, and documentation.
• Provide insights to improve processes and enhance client experience.

This position is posted by Jobgether on behalf of a partner company, using an AI-powered matching process.

Own elevated client experience processes including design, project management and implementation. Empower a motivated team of client experience associates and team leads to deliver an amazing client experience. Act as the subject matter expert for your assigned client experiences and work to continuously improve the employee and client experience.

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money.

• Act as the primary owner for national-scale residential solar financiers and O&M providers.
• Lead, mentor, and scale the Residential Client Success Management (CSM) team.
• Collaborate with internal technical and financial teams to ensure client portfolios meet performance guarantees.

Omnidian, Inc. is a fast-growing tech-enabled service company revolutionizing performance assurance for the distributed solar and energy storage industries. With passionate teams and innovative technology, they are building a more sustainable future and creating an amazing customer experience.

Serve as the primary client advocate, building strong cross-functional relationships. Lead and execute day-to-day program operations, including client touchpoint preparation and presentation. Proactively identify opportunities to improve the client experience by gathering feedback, monitoring trends, and recommending enhancements to processes or services.

Cohere Health’s clinical intelligence platform delivers AI-powered solutions that streamline access to quality care by improving payer-provider collaboration.

• Lead business development efforts targeting hedge funds, mutual funds, and private equity clients.
• Manage a dynamic sales pipeline and build senior-level client relationships.
• Contribute to the development of innovative products that address evolving market needs.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.

• You will lead business development efforts targeting the buy-side investment community, driving revenue growth.
• Responsible for managing a high-performing sales pipeline and building strong relationships with hedge funds, mutual funds, and private equity clients.
• Engage directly with clients through calls, presentations, and meetings, while mentoring your team to achieve aggressive sales targets.

This position is posted by Jobgether on behalf of a partner company, they use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly.

• Build and maintain strong relationships with customer contacts and internal stakeholders.
• Partner with customers to drive engagement, retention, and expansion.
• Guide feature adoption and review new features to help customers achieve success.

Agiloft is the most trusted global leader in data-first contract lifecycle management (CLM) software.