Source Job

• 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.

• Serve as the primary point of contact for a portfolio of customers, managing day-to-day operational needs and ensuring smooth program execution.
• Document and improve operational processes, create templates and playbooks, and support senior Account Managers with customer-facing materials.
• Perform data analysis to surface customer trends and program health metrics, partnering with cross-functional teams to resolve issues.

Marqeta is a leader in the fintech space, redefining financial services and embedded finance. The company is growing fast and values a collaborative, inclusive culture with a focus on innovation and customer success.

• Support strategic account management for a global strategic partnership, driving revenue growth and operational efficiency.
• Manage day-to-day client relationships, uncover upsell opportunities, and deliver exceptional service.
• 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.

• Build and maintain strong customer relationships through regular engagement and communication.
• Drive account growth through renewals, upselling, and cross-selling while negotiating pricing and closing agreements.
• Collaborate with internal teams to ensure customer satisfaction and monitor account health against defined targets.

Lightcast is a global leader in labor market insights, working with partners across six continents to drive economic prosperity. We are an equal opportunity workplace committed to diversity, with offices in the US, UK, Europe, and India.

• Validate Bank Partner Invoices and coordinate Program Change Requests (PCRs) for bank review and approval.
• Serve as the day-to-day contact for administrative inquiries from banking partners and support strategic initiatives.
• Collaborate cross-functionally to drive process improvements and optimize stakeholder engagement.

Marqeta is a card issuing platform that enables embedded finance for companies to issue cards and manage payment operations. They are a publicly-traded company with a Flex First culture and values focused on customer success and innovation.

• 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.

• Own resolution of all incoming customer experience support issues related to marketing initiatives.
• Execute and analyze marketing packages for brands, including app features and consumer communications.
• Manage asset approvals and coordination between internal stakeholders and external partners.

Sezzle is a fintech company that offers interest-free installment plans to financially empower the next generation. They have a dynamic, innovative team focused on transforming the shopping experience.

• Use effective industry skills to support innovative transportation services.
• Exercise excellent customer service while identifying and escalating challenges.
• Assist in managing daily service of accounts and recruiting service providers.

EverDriven is the nation's leading provider of alternative student transportation, partnering with school districts to serve students experiencing homelessness, living with disabilities, or outside traditional bus routes. Since 2006, we've helped organizations solve complex transportation challenges with a people-first approach, guided by integrity, ownership, and collaboration.

• Support onboarding for new partners, ensuring smooth implementation and adoption.
• Manage a portfolio of small-to-mid-sized accounts and respond to partner inquiries.
• Monitor account health metrics and collaborate with product and engineering teams.

The company is a growing SaaS organization focused on client onboarding and account management. It values customer-centricity, collaboration, and a fast-paced, growth-oriented culture.

• Build strong customer relationships and conduct routine account performance reviews.
• Renew and expand customer contracts while meeting and exceeding quotas.
• Deliver training sessions and advise on best practices to ensure customer success.

Signal Vine is a higher education AI messaging platform that uses AI and workflow automation to personalize student engagement and improve enrollment and retention. Founded in 2013, the company has a rewarding culture that promotes teamwork, growth, and features a pet-friendly office.

• Manage daily settlement pipeline and exception reporting for payment setup and clearing process.
• Communicate with creditors and agencies to clear payment exceptions and uncleared payments.
• Support acquisition of required documentation for payment remittance and maintain deposit account balances.

Beyond Finance helps Americans escape debt and achieve financial stability through personalized financial solutions. They have helped over 1 million clients and foster a collaborative, forward-thinking culture.

• Own a portfolio of transport operator accounts, ensuring their day-to-day success and long-term outcomes.
• Build trusted relationships, handle escalations, and guide customers through onboarding and training.
• Analyze usage data and feedback to identify risks and opportunities, and advocate for customer needs.

Masabi builds fare collection platforms for public transport, enabling riders to buy and present tickets via mobile, machines, or bank cards. Their Justride platform operates in 250+ locations globally, and they foster a collaborative culture among a diverse team.

• Conduct customer interviews and user research to translate feedback into actionable product recommendations.
• Track product development timelines, dependencies, and risks, facilitating release readiness and launch coordination.
• Lead new customer onboarding, training, and support to ensure successful adoption of new features.

KaiPod Learning operates a network of microschools across 21 states, partnering with educators to start their own schools and building the operating system to power them. They are backed by top-tier investors and are the fastest growing network of their kind, with a bold vision to connect 1 million students globally.

• Manage a dedicated portfolio of brand accounts with a focus on long-term retention, satisfaction, and partnership growth.
• Develop and execute tailored success plans for each account, driving product adoption and monitoring health signals.
• Serve as the primary long-term point of contact for partners, conducting business reviews and coordinating cross-functional resolutions.

Nabis is the world's leading licensed cannabis wholesale platform, operating the largest portfolio of cannabis brands across California and New York. Backed by Y Combinator and prominent investors, they are scaling the cannabis supply chain with technology and have a growing team.

• Onboard new customers and work with sales to close pilots as a subject matter expert.
• Develop and maintain a portfolio of customers through account management and quarterly calls.
• Provide first-line support and product feedback to the product team from customer interactions.

SlideHub is a fast-growing SaaS scale-up founded in 2016 by a team of Danish professionals. It provides an AI-enabled Asset Management Platform that helps companies create compliant material faster, with a team of 45 people spanning over 10 nationalities.

• Support Account Managers with day-to-day project coordination, including survey creation and workflow preparation.
• Maintain project tracking systems, assist with reporting, and ensure data integrity across multiple concurrent projects.
• Coordinate cross-functional communication and escalate risks or delays to leadership and account management teams.

2020 Companies is a premier outsourced sales and marketing agency in the United States, generating nearly $10 billion in client revenue annually. With over 31 years of experience, the company fosters a culture of passion, inclusivity, and teamwork, committed to elevating consumers, team members, and clients.