Build and nurture strategic partnerships with Financial Services marketers across North America.
Manage client pipeline and collaborate with Customer Success to ensure exceptional client experiences.
Lead go-to-market strategies and cross-sell initiatives to accelerate growth in the Financial Services vertical.
Experian is a global data and technology company that powers opportunities for people and businesses worldwide. We have a team of 25,200 people across 32 countries and are committed to inclusion and innovation.
Manage client retention, growth, and successful onboarding of new clients.
Oversee day-to-day account activities, program execution, and client reviews.
Collaborate with internal teams to drive engagement and resolve issues.
Personify Health offers a personalized health platform that combines health plan administration, wellbeing solutions, and care navigation to improve outcomes. The company is mission-driven, values diverse perspectives, and supports employee wellbeing with professional development and comprehensive benefits.
Acclimate to client implementations to facilitate updates, additions, and fixes.
Partner with internal teams to navigate client tickets and enhancement requests with minimal delay.
Evaluate customer use of healthcare revenue cycle products to recommend best practices and solutions.
Experian is a global data and technology company that powers opportunities for people and businesses across multiple markets including financial services, healthcare, and automotive. With a team of 25,200 employees in 32 countries, Experian fosters a people-first, inclusive culture that has been recognized as one of the World's Best Workplaces.
Build relationships with targeted clients and strategically consult to strengthen retention and recurring revenue.
Educate clients on new products, features, and industry knowledge to maximize their Subsplash investment.
Develop innovative solutions tailored to client needs and help them succeed in platform utilization.
Subsplash is an engagement platform for churches, Christian ministries, non-profits, and businesses, serving 14,000+ clients. The company is a team of 290+ mission-driven people committed to humility, innovation, and excellence.
Manage a portfolio of client accounts to drive net revenue retention and expansion.
Proactively identify and close upsell and cross-sell opportunities within existing accounts.
Lead onboarding, implementation, and business reviews to ensure measurable ROI.
Appointedd is a B2B SaaS company that provides an appointment scheduling and customer management platform. It is a growing company with a customer success-focused culture, emphasizing proactive revenue growth and client partnerships.
Manage client relationships throughout the entire client lifecycle, from sales to implementation and ongoing business reviews.
Oversee client success activities, including KPI metrics, reporting, and identifying cross-sell opportunities.
Collaborate with internal teams (IT, Product, Operations) to ensure client satisfaction and performance goals.
EnableComp provides Specialty Revenue Cycle Management solutions for healthcare organizations, leveraging over 24 years of industry-leading expertise. The company is a multi-year recipient of the Top Workplaces award and has been recognized as Black Book's #1 specialty RCM solution provider and an Inc. 5000 fastest-growing company for eleven years.
Lead a team of 5-8 high performing client managers or account directors for our largest client accounts.\n- Develop executive relationships with clients in an executive sponsor capacity and partner with SVP on Value Management methodology.\n- Use financial acumen to drive strategic positioning and growth while serving as a leader of our global client team.
Modern Health is a mental health benefits platform for employers., Backed by investors like Kleiner Perkins and Founders Fund, it raised over $170M and is the fastest female-founded unicorn in the US with a remote-first culture centered on high empathy and accountability.
Manage and mentor Regional Account Managers and Client Success Managers to support a national client base.
Develop account management strategies to drive client growth, retention, and long-term business objectives.
Lead strategic client relationships and serve as executive sponsor for key accounts.
WWHS provides international recruitment and account management services for healthcare clients, maintaining relationships with over 100 core clients nationwide. The company emphasizes operational excellence, client loyalty, and building high-performing sales and operations teams.
Owns and executes strategic client plans for Xsolis' largest health system clients, including retention, renewal, and growth.
Serves as the primary strategic advisor to senior client leaders across clinical, operational, IT, finance, and managed care.
Leads cross-functional resources to drive value realization, product adoption, and long-term partnership success.
Xsolis is an AI-driven technology company reducing healthcare administrative waste by enabling collaboration between providers and payers. It is a fast-growing private company recognized on the Inc. 5000 and Deloitte Fast 500 lists, with a passionate culture.
Manage and grow a portfolio of high-value accounts, developing tailored strategies to help clients achieve their goals.
Take ownership of clients throughout all phases of their relationship, including deployment, launch, optimization, expansion, and renewal.
Proactively problem solve, identify growth opportunities, and collaborate cross-functionally to deliver customized solutions.
Array is a financial innovation platform that helps digital brands, financial institutions, and fintechs launch consumer credit and identity monitoring products. As a remote-first company, it focuses on providing opportunities for high-performing individuals to have deep impact in the fast-growing fintech space.
Own a portfolio of enterprise clients, building consultative relationships and driving adoption and value realization.
Lead client health monitoring, renewals, and identify growth opportunities across assigned accounts.
Work cross-functionally with Sales, Product, Support, and other teams to align client priorities with Rithum’s capabilities.
Rithum is the world’s most trusted commerce network, accelerating how brands, suppliers, and retailers work together to deliver seamless e-commerce experiences. Today, more than 40,000 companies trust Rithum to grow their business across hundreds of channels, representing over $50 billion in annual GMV.
Own the full sales lifecycle from outbound prospecting to closing deals for Kinter's AI-powered expense close platform.
Partner with CEO and CRO to turn founder-led selling into a repeatable commercial engine and process.
Influence product strategy by bringing customer feedback and become an expert in expense-side accounting close.
Kinter builds AI agents to automate expense-side accounting close for mid-market finance teams on NetSuite. The company is early-stage with about 30 employees, backed by a16z, Bain Capital Ventures, and YC.
Drive incremental revenue and product adoption by serving as a strategic, consultative partner to key accounts.
Manage a portfolio of accounts, develop Customer Success Plans, and close complex deals with executive stakeholders.
Collaborate cross-functionally and use data-driven strategies to maximize customer satisfaction and revenue growth.
Freshworks builds uncomplicated service software that delivers exceptional customer and employee experiences. With over 4,500 employees worldwide, we foster a people-first, AI-driven culture focused on making a real impact.
Manage and grow relationships with assigned strategic accounts to drive client satisfaction and retention.
Develop account plans and collaborate with internal teams to identify expansion and upsell opportunities.
Analyze account data to identify trends and performance gaps, providing consultative guidance to clients.
Entrata provides a property management software platform for the multifamily housing industry. As a growing technology company, it emphasizes a collaborative culture and values employee development.
Serve as a day-to-day client contact, supporting onboarding, implementations, and issue resolution.
Identify and qualify leads, prepare proposals, and manage pipeline records in CRM.
Collaborate with internal teams and leadership to drive client retention and business growth.
Altirus Road, a GEICO company, provides roadside assistance, claims administration, and appraisal solutions. It is backed by GEICO, one of the largest U.S. auto insurers, and offers a collaborative culture focused on innovation and growth.
Qualify inbound leads and schedule appointments for the practice.
Manage CRM (GoHighLevel) to track interactions and follow-ups.
Conduct outbound business development and coordinate seminar follow-ups.
A regenerative medicine and wellness practice offering health-focused services to clients. The company operates remotely with a lean team and emphasizes a phone-first, relationship-driven sales process.
Serve as a professional and responsive point of contact for clients and prospective clients.
Coordinate collection, organization, and tracking of client information and supporting documents.
Manage multiple priorities while maintaining accuracy, responsiveness, and attention to detail.
GPARENCY is a commercial real estate finance and technology company focused on improving transparency and access in commercial real estate financing. It offers a remote, collaborative work environment centered on communication, accountability, and professional growth.
Manage a portfolio of Food and Healthcare Assurance clients remotely, serving as the primary commercial contact from quoting to renewal.
Handle quoting, order processing, CRM data, renewals, and cross-selling across two business lines.
Build and maintain client relationships through structured contact plans, resolving issues, and driving revenue growth.
Eurofins Scientific is an international life sciences company providing analytical testing services across food, environment, pharmaceutical, and cosmetic industries. With over 65,000 staff in 60 countries and 950+ laboratories, it is a global leader in testing and assurance, fostering an entrepreneurial and decentralized culture.
Build and maintain strong client relationships through proactive communication and consultative coverage recommendations.
Manage account renewals, prepare sales proposals, and execute cross-selling strategies to maximize revenue and retention.
Serve as a product reference and problem solver, coordinating with underwriters and internal teams to meet client needs.
Coface helps companies navigate uncertainty by providing trade credit insurance, business information, debt collection, single risk insurance, surety bonds, factoring, and other trade solutions. With 5,200 experts of 80+ nationalities in 58 countries, the company fosters a close-knit, international culture focused on learning, collaboration, and inclusion.
Serve as a primary point of contact for assigned clients and manage day-to-day communication.
Build and maintain positive, professional relationships with clients.
Understand client needs and help identify appropriate CareerSwift solutions.
CareerSwift is a technology company focused on making the job search process simpler, faster, and more effective. They are a growing team with a collaborative and supportive culture.