Lead growth strategy for a portfolio of 2-3 enterprise clients, owning account plans and measurable outcomes.
Build deep relationships across client organizations to drive adoption and incremental investment.
Coordinate cross-functional teams to deliver client-centric solutions and report on account health.
Ren is a fintech company that enables financial institutions to integrate charitable giving into their offerings. The company values growth and strategic client relationships, fostering a culture of ownership and cross-functional collaboration.
Lead strategic growth and operational excellence of client services.
Foster strong client relationships and optimize internal operations.
Oversee key functions like people ops, finance, and project management.
Salesberry Group is a financial, people, and operations firm serving progressive political organizations. The company is a small team focused on equity and sustainability, with a collaborative culture.
Own the success, retention, and growth of a portfolio of enterprise customers with complex organizational structures.
Build trusted relationships with executive sponsors and serve as a strategic advisor throughout the customer lifecycle.
Leverage AI-powered platforms to monitor customer health, predict churn, and uncover expansion opportunities.
OfficeSpace Software provides the leading AI operating system for the built world, helping teams plan, connect, and perform in the workplace. As a performance-based, PE-backed company, they hire based on merit and have world-class teams in the US, Canada, and Costa Rica in a culture of trust, respect, growth, and impact.
Develop and execute Spire's strategic growth plan and annual operating budget, partnering with executive leadership to drive business expansion.
Create and implement business development strategies to build relationships with RIAs, financial advisors, and industry partners, expanding market awareness.
Recruit, mentor, and lead financial planning professionals, fostering a culture of collaboration, innovation, and accountability while ensuring exceptional client outcomes.
Spire Outsourcing helps financial professionals save time and deliver high-quality financial plans to their clients. It is part of Cambridge, a financial solutions firm supporting thousands of independent advisors, offering a collaborative and supportive culture.
Lead all post-sales execution functions including delivery, client success, and support.
Establish financial and governance frameworks to improve cash flow, EBITDA, and client retention.
Drive operational scalability and enterprise maturity through process infrastructure and data-driven decisions.
Attain Talent is a recruiting firm that connects skilled professionals with client companies. They are committed to fair compensation and inclusive hiring practices.
Build trusted relationships with investment and wealth management clients to drive product adoption and long-term partnership.
Guide customers through onboarding and account planning, ensuring alignment with business objectives and rapid time-to-value.
Leverage AI-enabled tools and data to monitor customer health, identify expansion opportunities, and ensure strong retention.
Ridgeline provides a front-to-back system of record for investment managers, modernizing legacy technology with real-time data and embedded AI. It is a rapidly growing fintech company with offices across the US and Ireland, recognized as a best workplace for innovators.
Serve as trusted advisor to the COO, designing and operating the LSGA operating model including rhythm of the business, budget, governance, and strategic programs.
Lead the LSGA PMO and drive strategic initiatives, ensuring prioritization, risk management, and successful execution across legal, compliance, and corporate affairs.
Drive operational excellence and transformation by identifying process improvements, leveraging AI and automation, and building a high-impact strategic operations team.
ServiceNow is an AI control tower for business reinvention, helping organizations automate workflows and improve productivity. It serves 85% of the Fortune 500 and fosters an AI-native culture with a focus on technology and talent.
Lead a multi-team organization of Operations Managers responsible for accurate and compliant execution of money movement flows.
Translate high-level organizational strategy into actionable operational plans and drive continuous improvement.
Serve as a strategic link between frontline operations and cross-functional leadership, including Product, Engineering, and Legal.
Human Interest is a fintech company that makes retirement savings accessible to small and medium-sized businesses. It is a high-growth company backed by major investors, with a mission-driven culture focused on closing the retirement gap.
Manage a portfolio of Enterprise and SMB merchants, building long-term relationships and driving growth.
Define strategic vision, develop account plans, and lead commercial negotiations for expansion.
Orchestrate cross-functional teams and analyze performance to increase product adoption and retention.
Affirm is a financial technology company reinventing credit with honest and friendly buy now, pay later solutions. It is a remote-first public company with a culture focused on people-first benefits and inclusive growth.
Lead and develop a high-performing Customer Success team, creating a culture of accountability and continuous improvement.
Own the Customer Success operating model, customer lifecycle, and engagement framework to ensure customers realise measurable value.
Champion the Voice of the Customer, ensuring customer insight informs product development, service improvements, and business strategy.
Aveni is redefining how financial institutions use AI, building production-ready agentic systems that replace fragmented processes with intelligent, end-to-end workflows. The company has been recognised as Fintech of the Year for two consecutive years, is backed by leading investors, and is scaling quickly with a remote-first, inclusive culture.
Lead North America delivery operations across project-based engagements and managed services.
Drive client excellence by ensuring high-quality outcomes and consistent customer experience.
Develop and lead multi-level teams, fostering a high-performing, inclusive culture.
Valiantys helps organizations transform work through consulting, enterprise service management, and engineering productivity. They foster a multicultural, inclusive team environment with a focus on growth and balance.
Lead complex, high-impact client implementations of conversational AI platform for financial institutions.
Anticipate risks, drive mitigation, and ensure alignment across client and internal stakeholders.
Mentor other Implementation Managers and improve implementation processes and tooling.
Posh is revolutionizing the way financial institutions serve their communities through innovative AI solutions for customer support. They are a growing team building a symbiotic relationship between humans and AI.
Partner with the CCO to drive strategic initiatives across Customer Success, Operations, and Programming.
Lead the PMO by prioritizing, delegating, tracking, and driving initiatives to measurable outcomes.
Own community management and growth, building a playbook to drive engagement and scaling the active community 3-5x.
NewtonX is a B2B insights company that combines a verified network of business professionals with AI-powered research tools to deliver research intelligence. The company has raised $47M from investors and serves clients like Google, Microsoft, and Stripe, fostering a diverse and collaborative culture.
Lead a team of enterprise account managers to drive revenue growth through upsell, cross-sell, and retention within the financial services sector.
Develop strategic account plans and oversee high-stakes multi-year renewals and negotiations with C-suite executives.
Collaborate cross-functionally with marketing, product, and customer support to enhance client experience and drive product feedback.
eMoney Advisor is a wealth management system that offers transparency, security, mobile access, and superior organization. The company serves more than 109,000 financial professionals and supports over 6 million end clients, fostering a diverse and inclusive culture.
Champion large-scale BPO and client programs, ensuring seamless execution and strategic alignment.
Manage daily operations and long-term projects, hiring and supervising staff with clear performance goals.
Partner with executive leadership to design, budget, and execute organizational goals and growth initiatives.
Sutherland specializes in AI, automation, cloud engineering, and advanced analytics, working with iconic brands worldwide. They bring market-leading technology and business process excellence, with over 200 patented inventions across AI and other critical technologies.
Provide strategic leadership and partnership to clients, serving as the relationship manager between customers and ServiceNow.
Work with cross-functional teams to develop tailored solutions based on each customer's strategic outcomes.
Oversee growth of global accounts, build deep relationships with CxO level, and achieve financial targets.
ServiceNow is an AI platform that helps businesses automate workflows, serving 85% of the Fortune 500. They foster an AI-native culture where technology and talent work together.
Lead, coach, and develop a team of Partner Operations Specialists through thoughtful feedback and career development.
Build durable operational frameworks to improve product partnership management across Banking and Expansion.
Champion scalable tooling and workflows, ensuring partnership context is accurate and actionable.
Mercury is building a complete finance stack for startups, helping founders spend less time on financial infrastructure and more time building their businesses. The company operates with a focus on thoughtful operational systems, trusted relationships, and seamless execution across multiple teams.
Manage an assigned portfolio of Fintech clients and build long-term strategic partnerships.
Actively hunt and prospect new-logo Fintech accounts to build a strong net-new pipeline.
Align Experian capabilities to client objectives, drive revenue growth, and deliver exceptional client experiences.
Experian is a global data and technology company that powers opportunities for people and businesses by redefining lending, preventing fraud, and creating marketing solutions. With 22,500 employees across 32 countries, we foster a people-first culture that values inclusion, development, and work-life balance.
Own client delivery end to end, including work, people, capacity, and client relationships.
Lead and develop a team of direct and indirect reports, reporting to the founder.
Own financial planning, process, and senior hiring for the delivery function.
GN is a fast-growing Shopify Retention Agency that helps brands with email retention. The team has more than doubled in recent months, fostering a high-bar, ship-it culture.
Lead a team of 5+ Account Executives and Account Managers targeting F1000 customers and prospects.
Develop and execute a strategic sales plan to achieve revenue targets and expand the customer base.
Collaborate with internal teams to align on customer needs and ensure satisfaction, with accurate forecasts.
Marqeta provides a modern card issuing and processing platform that powers embedded finance for innovative companies. As a publicly-traded company with a flexible-first culture, Marqeta serves leading brands like Block, Cash App, and Uber.