Prepare and follow through on bids for new business.
Oversee financial and contractual performance of Sponsor projects.
Maintain a strong relationship with the customer during an ongoing clinical trial.
Jobgether is a platform that connects job seekers with potential employers. The company uses AI-powered matching to ensure applications are reviewed quickly and objectively.
Manage day-to-day operations and ensure timely delivery of periodic processing events
Apply operational best practices to meet specific client needs
Enhance service delivery while managing risk and improving quality
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.
Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals.
Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.
Advocate for clients, building strong working relationships with cross-functional teams to ensure client success
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets.
Manage larger commercial credits to ensure portfolio soundness, profitability, and growth.
Provide credit and sales support to Commercial Lending, focusing on client relationships.
Analyze complex financial statements and prepare credit analysis packages to enhance overall performance.
Jobgether uses AI-powered matching to ensure applications are reviewed quickly and fairly. They identify top-fitting candidates and share the shortlist with the hiring company, which manages the final decision and next steps.
Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts.
Develop and implement comprehensive account service strategies tailored to each client’s needs.
Manage client engagement, including renewals, negotiations, policy audits, and claims advocacy.
Trucordia is a new insurance brokerage built on wildly successful businesses. With over 5,000 team members across 200 offices across the country, they offer an unrivaled combination of people, tools and solutions in order to deliver exceptional experiences and opportunities for their employees, clients and stakeholders.
Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses.
Create quarterly estimates and projections.
Perform tax research and respond to tax questions.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance. They serve over 31,300 families in more than 90 cities across the U.S. and are committed to diversity with a flexible work environment.
Review financial reporting packages and work papers.
Prepare and analyze benchmarking data and key performance indicators.
Provide technical accounting support to clients on complex issues.
Wipfli is an accounting firm that helps organizations thrive through financial excellence. They are a large company that believes in flexibility and focuses on relationships.
Identify and engage potential banking clients, managing the end-to-end sales process
Build and maintain strong, long-term relationships with enterprise executives, product teams, and technical stakeholders
Act as a trusted advisor to key stakeholders, helping them achieve strategic goals
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.
Maintain and grow a portfolio of investment market clients.
Drive adoption, retention, and expansion of the CENTRL product suite.
Understand client challenges, business drivers, strategic goals, and desired business outcomes.
CENTRL is a Silicon Valley technology AI company automating diligence & DDQ/RFP Response for Investment Managers, Banks, and Corporates. They have regional offices in New York, India, and the United Kingdom and are backed by investors such as Providence Strategy Growth and Susquehanna Growth.
Foster and manage relationships with policyholders and producers.
Act as a liaison between internal departments and the customer to meet desired objectives.
Assess the client needs and maximize cross-selling opportunities for growth potential.
Pacific Life provides financial products and services to help individuals and businesses with their financial goals. They have been in business for over 150 years and are committed to building a better future for their employees, customers, and communities.
Support the Onboarding team by making scheduled/incoming calls to new clients.
Deliver an exceptional client experience by meeting each client where they are.
Share feedback to identify opportunities for the business and support product improvements.
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. They’re the largest fintech company in Canada, with over 3+ million users who trust them with more than $100 billion in assets.
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.
Manage credit card transactions, including provisioning for Expected Credit Loss (ECL).
Prepare and analyze monthly financial reports and perform variance analysis.
Develop accounting policies and procedures, and build relationships with Operations and Data teams.
Wealthsimple is committed to helping everyone achieve financial freedom by reimagining how they manage their money through smart, transparent, and low-cost technology. As the largest fintech company in Canada, they have over 3 million users and manage more than $100 billion in assets, prioritizing collaboration and humility to create inclusive and high-performing teams.
Develop healthy client relationships with Figure’s clients by building trust and transparency
Act as a client advocate, enhance client training/product education and promote client loyalty
Drive prioritization of client requests and execute them as they are prioritized
Figure is transforming capital markets through blockchain, proving that blockchain isn’t just theory. They combine blockchain’s transparency and efficiency with AI-driven automation to reimagine how loans are originated, funded, and traded, with over 170 partners and originating over $17 billion in home equity loans. Figure is recognized as one of Forbes’ Most Innovative Fintech Startups in 2025 and Fast Company’s Most Innovative Companies in Finance and Personal Finance.
Jobgether is a platform utilizing AI-powered matching to quickly, fairly, matching candidates to roles. They value inclusivity and growth-oriented workplace culture.
Manage a portfolio of existing accounts and drive the success of innovative products.
Build and nurture positive relationships with customers, understanding their needs.
Develop account strategies that align with customer goals and ensure long-term success.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Manage a team and oversee a strategic set of customers.
Execute company and Customer Success strategy to deliver business critical outcomes.
Foster senior level customer relationships and drive strategic alignment.
They are focused on optimizing business decision-making through their leading AI-infused scenario planning and analysis platform. Their winning culture is the engine that drives their teams of innovators and they champion diversity of thought and ideas, behave like leaders regardless of title, and are committed to achieving goals.
Deliver high-quality financial services to multiple clients in line with contracts.
Maintain accurate client accounting records and provide timely financial statements and analysis.
Oversee client-related operations such as claim processing, funding, 1099s, cash management, and subrogation recoveries.
Guidehealth is a data-powered, performance-driven healthcare company dedicated to operational excellence. Our goal is to make great healthcare affordable, improve the health of patients, and restore the fulfillment of practicing medicine for providers.
Own the long-term success and commercial growth of a portfolio of enterprise clients.
Develop and execute tailored account success plans that align Later’s capabilities to each client’s strategic business objectives.
Collaborate cross-functionally with Sales, Product, Marketing, Data, and Delivery teams to design solutions that solve real client problems.
Later is the enterprise leader in social media and influencer marketing software, services, and data, trusted by leading brands and agencies worldwide. Following their acquisition of Mavely, Later enables brands to scale creator partnerships from nano to premium influencers while managing social media content and campaigns across all major social and affiliate networks.
Act as the lead Subject Matter Expert, handling sensitive, high-stakes relationships.
Mentor junior associates, refining service standards.
Partner strategically with Wealth Advisors to ensure a world-class Wealth Management client experience.
Wealthsimple aims to help everyone achieve financial freedom by reimagining how people manage finances. They are the largest fintech company in Canada, with over 3 million users and more than $100 billion in assets, fostering inclusive and high-performing teams.