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.
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.
Conduct outbound outreach via email, phone, and LinkedIn.
Support product demos and client conversations by understanding investor use cases.
YipitData is the leading market research and analytics firm for the disruptive economy. They raised $475M from The Carlyle Group at a valuation of over $1B. Their award-winning, people-centric culture emphasizes transparency, ownership, and continuous mastery.
Member-facing: Responding to members’ queries regarding our products and services.
Taking ownership of members' issues, following up on outstanding requests, and escalating issues when necessary.
Onboarding of prospective members - assisting them from applying for membership until they are fully onboarded
Xapo Bank aims to provide economic freedom and wealth protection. They are a fully distributed team of over 130 Xapiens that work remotely from 30+ countries around the world and are headquartered in Gibraltar.
Act as the first point of contact for company clients.
Resolve complaints and prevent additional issues by improving processes.
Build & maintain a good relationship with assigned carriers based on trust and respect.
Bobtail aims to increase happiness by eliminating inefficiencies in the supply chain, envisioning a supply chain without friction, fraud, waste, and abuse. They value teams, collaboration, communication, iteration, experimentation, and mental health, encouraging a proactive and solutions-oriented approach.
Own client activation and onboarding - become a Hubstaff subject matter expert and guide new customers from deal close through successful adoption. Lead live onboarding sessions, follow-ups, and check-ins to ensure customers realize time-to-value quickly.
Manage ongoing customer relationships - track progress toward customer goals, and proactively drive retention and growth across the SMB segment.
Be directly responsible for Gross and Net Revenue Retention (GRR & NRR) across the SMB segment. Whilst most of our SMB segment is self-service, you will likely monitor renewals and the associated payments process, highlight opportunities for expansion and upgrades, and monitor at-risk account indicators, ensuring Hubstaff’s customers are retained and set up to grow with us.
Hubstaff helps organizations around the world optimize productivity and workforce operations. Trusted by 95,000+ businesses, our platform powers time tracking, team management, project insights, and payroll automation. We’ve been a remote-first company for over a decade and we’re on a mission to help distributed teams work smarter, not harder.
North AmericaEuropeAustralia
Unlimited PTO
12w maternity
Maintain a revenue base by managing retaining and expanding a book of business
Build strong relationships with your assigned customer portfolio and support them as their the key contact and advocate
Drive upgrade revenue from deep understanding of customers’ business and goals to identify opportunities for product feature adoption and expanded usage
Qualio is a unified quality and compliance management platform that helps regulated organizations get products to market faster with reduced risk. The Qualio team is all-remote, and distributed across North America, Europe and Australia.
Own a book of up to 150 strategically valuable Array+ clients
Develop messaging and communicate to clients about how they can maximize the value of Array+ for their users
Provide proactive communication to clients about changes to the Array+ product
Array is a financial innovation platform helping digital brands, financial institutions, and fintechs launch consumer products faster. As a remote-first company, they are focused on providing opportunities for high performing individuals to have deep impact in the fast growing fintech space.
Prospect and acquire new customers to exceed sales quotas.
Develop a robust pipeline and build lasting relationships.
Collaborate with internal teams to ensure goals are met.
Rewards Network helps restaurants grow revenue, increase traffic, and boost customer engagement through financial and marketing services. They have a driven and diverse team that excels in collaboration and personal growth.
Assist clients and broker partners by being the first point of contact on service needs and issues
Submit and process certain operational requests as instructed by the brokerage team and/or client/broker partners.
Researching and responding to clients’ issues relating to form submissions, transfers, and various other operational items.
Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. It has a global team of 230+ members who are working to achieve its mission of opening financial services to everyone on the planet.
Manage the entire sales cycle, from retaining existing customer investment to identifying new expansion opportunities.
Present Remote’s suite of services to existing customers, creating pathways for upselling solutions.
Own and nurture customer relationships, stay in frequent contact, and build strategic partnerships.
Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. They make it possible for businesses of all sizes to recruit, pay, and manage international teams. With their core values at heart and future focused work culture, their team works tirelessly on ambitious problems, asynchronously, around the world.
Partner with sales and implementation to support onboarding and adoption.
Form deep relationships with customers and serve as a trusted advisor.
Identify upsell opportunities by understanding customer goals.
Verifiable is a credentialing and network monitoring platform that helps healthcare organizations optimize operations with fast verifications and stay compliant. They are a fast-moving, early-stage team of almost 150 employees that values impact, ownership, and follow-through.
Partner directly with Small Business and Mid-Market customers to support their recruiting operations.
Make it easy for customers to love GoodTime and make our customers feel heard and taken care of!
Drive product adoption by building exceptional relationships and intimately understanding our customer’s processes.
GoodTime is the leader in complex interview scheduling automation for enterprise talent teams. Built for scale, their platform handles the complexity others can’t. Their Culture of Entrepreneurship is built on three pillars; autonomy, accountability, and collaboration.
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.
Become a trusted advisor to customers and own the success of the partnership.
Help demonstrate the value for our customers and be their go-to contact.
Advocate and facilitate successful customer outcomes throughout the broader Asset Watch organization.
AssetWatch serves global manufacturers by powering manufacturing uptime through the delivery of an unparalleled condition monitoring experience. They are a devoted and capable team that includes world-renowned engineers and distinguished business leaders united by a common goal.
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.
Build and nurture strategic partnerships with Financial Services marketers across North America.
Develop long-term consultative relationships with Financial Services clients to ensure revenue retention and identify opportunities for upsells.
Be a trusted advisor and expert to clients, providing expertise on trends, challenges, and opportunities within the Financial Services landscape.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries, focusing on people agenda like DEI, work/life balance, and rewarding.
You invest in relationships that last, prioritizing trust and long-term value.
Navigate complexity, setbacks, and long sales/adoption cycles with resilience.
Work seamlessly across Sales, Customer Success, Product, and Operations for a unified experience.
Cresta is on a mission to turn every customer conversation into a competitive advantage. Its platform combines AI and human intelligence to help contact centers discover insights and empower team members to work smarter. They have a world-class team of AI and ML experts.
Proactively identify and engage Fund Administration expansion opportunities through strategic outbound outreach across an assigned portfolio of existing Juniper Square customers.
Collaborate closely with Customer Success Managers (CSMs) to review account portfolios, analyze customer health and activity, and identify expansion triggers.
Participate in customer business reviews, QBRs, and ongoing touchpoints to uncover operational gaps, evolving business needs, and opportunities to position Juniper Square’s Fund Administration solutions.
Juniper Square's mission is to unlock the full potential of private markets by digitizing them and bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. They invest heavily in digital-first operations, allowing their teams to collaborate effectively and have physical offices in San Francisco, New York City, Mumbai and Bangalore.
Manage multiple accounts while seeking new opportunities, deepening existing client relationships, & generating incremental business
Prospect within your existing account territory to identify & qualify new opportunities, determine members of buying group, lead discovery, and demonstrating solutions to prospective clients
Vericast is the financial institution (FI) performance partner. They help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people.