Manage and grow relationships with an assigned portfolio of clients, serving as a trusted day-to-day partner.
Drive platform adoption, client engagement, and strategic account plans to ensure clients maximize value.
Analyze client health and collaborate with internal teams to support retention, growth, and issue resolution.
iCapital is a financial technology company powering the world's alternative investment marketplace. The company fosters a culture of innovation, collaboration, and client success, offering comprehensive benefits and an equal opportunity environment.
Own and grow a portfolio of 15-20 mid-market banks and credit unions as a true hunter across the full sales cycle.
Develop executive relationships and strategic account plans to close new Marketing Solutions opportunities.
Partner with internal teams and maintain a healthy pipeline to consistently exceed annual bookings targets.
Vericast is a financial institution performance partner that helps banks and credit unions drive growth through data, technology, and integrated solutions. With thousands of FI clients and 150 years of financial services expertise, the company fosters a culture of collaboration, innovation, and workplace flexibility.
Develop new merchant services relationships by partnering with branches, Commercial Banking Centers, and Treasury Management teams.
Provide consultative sales support, including pricing strategies, product explanations, and complex client onboarding.
Maintain expertise in merchant services regulations and support risk assessment for higher-risk relationships.
Banner Bank is a community bank with over 135 years of experience, offering personal and business banking services. With $16 billion in assets and 135 branches across the Pacific Northwest, we are recognized for our strong culture and community involvement.
Drive the full sales cycle from lead through close, converting and expanding inbound demand with qualified leads.
Build and nurture relationships with banking executives, articulating Prelim's value proposition across technical and business stakeholders.
Collaborate with implementation and product teams to identify and scope deployments, achieving annual booking targets.
Prelim provides modern, accessible technology to democratize banking services for financial institutions. It is a remote-first company experiencing explosive growth, doubling revenue year-over-year with a small but mighty sales team that values diversity and inclusion.
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.
Guide clients through the onboarding process, ensuring they have the knowledge and resources to integrate products.
Develop product expertise and provide technical assistance to support implementation and troubleshoot issues.
Act as a key client contact through calls, presentations, and high-touch email communication, and prioritize technical support tickets.
Experian is a global data and technology company that powers opportunities for people and businesses worldwide, operating across markets from financial services to healthcare. With a team of 25,200 people in 32 countries, Experian invests in people and advanced technologies to unlock the power of data, and is recognized as a World's Best Workplace.
Lead the growth, retention, and strategic direction of large B2B client relationships.
Build trusted partnerships with VP and C-suite stakeholders and advise on business, marketing, and growth priorities.
Oversee integrated full-funnel marketing strategies across paid and organic channels.
Wpromote is a digital marketing agency that helps B2B clients grow through integrated strategies and measurable value. It fosters a remote-first culture with office hubs in Los Angeles and New York, and emphasizes an inclusive, equal opportunity environment.
Process trade orders, account openings, transfers, and custodial tasks.
Respond to client requests, manage CRM notes/activities, and execute client deliverables after advisor meetings.
Communicate with clients via phone and email regarding scheduling, paperwork, and follow-ups.
Independent financial planning and investment management firm in Tampa, FL. Growing fee-based firm committed to meaningful client relationships and investing in its people, with a culture of work-life balance and teamwork.
Own and cultivate client relationships, driving value and user engagement through product expertise.
Manage commercial strategy, including renewals, upsells, and relationships with key decision makers.
Advocate for client needs and contribute to best-in-class practices on the growing Client Strategy team.
YipitData is a leading market research and analytics firm for the disruptive economy, analyzing billions of data points to drive decisions. It has offices in the US, APAC, and India, with a people-centric culture recognized as a Best Workplace by Inc.
Manage and grow relationships with key corporate clients, creating value-add through regular touchpoints and compelling reports.
Partner with Client Success to deliver exceptional engagement and achieve ARR goals through renewals and upsells.
Collaborate with executive leadership and provide reporting to ensure clients see the value and success of the program.
BlackCloak protects corporate executives and high-profile individuals from digital threats, mitigating risks to their families and finances. It is an extremely fast-growing company with a product validated by industry awards and a client base of Fortune 500 companies.
Develop and execute a territory business plan to drive sales, asset growth, and market share.
Build and strengthen relationships with financial advisors, broker-dealers, and key decision-makers.
Lead client presentations and deliver investment insights as a trusted advisor.
T. Rowe Price is a global asset management firm providing investment solutions and a broad range of equity, fixed income, and multi-asset capabilities. With more than 85 years of experience, the firm fosters a collaborative culture that values diversity and supports associates' growth.
Develop and maintain key relationships with client account and pharmacy teams.
Drive strategic account plans to ensure client engagement and satisfaction.
Lead client meetings and consult on pharmacy spend optimization.
Prime Therapeutics is a pharmacy benefit manager (PBM) focused on simplifying healthcare and connecting care for clients. The company is a large, purpose-driven organization with a culture centered on innovation and employee well-being.
Act as primary contact for new commercial clients during account opening and guide them through documentation and digital onboarding.
Assist clients with setup and management of digital treasury services and deliver training on digital platforms.
Serve as the main contact for Tier 1 service and technical inquiries, ensuring timely resolution and driving digital channel engagement.
Climate First Bank is a Florida Benefit Corporation and FDIC-insured commercial bank offering personal and business services including solar, residential, and SBA loans to power a sustainable future. As a Certified B Corporation with branches in Florida and a growing digital presence, the bank is a small but mission-driven team of goal-setters and changemakers committed to ethical banking.
Identify, prospect, and onboard individual clients through networking and targeted outreach.
Conduct deep-dive assessments of clients' financial situations and recommend tailored insurance and investment strategies.
Manage client relationships and adjust financial plans to adapt to life changes and evolving goals.
The Mathews Agency is a financial services firm that helps individuals and families secure their futures through comprehensive financial planning and insurance solutions. The company fosters an entrepreneurial culture and provides best-in-class coaching and training.
Drive new partner acquisition across fintechs, marketplaces, and enterprise brands for embedded finance.
Lead complex enterprise sales cycles from engagement through negotiation and successful execution.
Structure commercial partnerships including pricing, revenue-share models, and contract terms.
They provide Banking-as-a-Service and embedded finance solutions, enabling fintechs and enterprises to launch card, deposit, and payment programs. They operate fully remotely with a collaborative, cross-functional culture.
Build and sustain strong relationships with 20-50 small to mid-sized clients, acting as their primary point of contact.
Translate client goals into success plans that drive satisfaction, retention, product adoption, and expansion.
Identify retention risks, coordinate cross-functional delivery, and support renewals, upsells, and business reviews.
Safeguard Global helps organizations recruit, hire, manage, and pay employees in nearly 190 countries. With 1,500+ customers, it offers a human-centered, flexible culture and opportunities to collaborate across the globe.
Build relationships with warm leads who have already expressed interest in financial protection.
Work from home with structured daily activities and coaching while you ramp.
Develop your skills quickly and advance into leadership if you perform well.
Global Elite Empire Consultants is a remote financial-services company focused on helping families protect income and future. They emphasize structured training, warm-lead conversations, and a leadership track for high performers.
Responsible for achieving annual sales quota and negotiating enterprise-wide agreements.
Coordinate and lead all sales activities to achieve business goals.
Establish and maintain high-level relationships with C-level executives and analyze customer business situations to identify opportunities.
NiCE Actimize is the largest and broadest provider of financial crime, risk, and compliance solutions for financial institutions and government regulators. It is part of NICE Ltd., which has over 8,500 employees across 30+ countries and is known for its innovative technology and market leadership.
Take requested conversations from warm leads, not cold lists
Explain financial-protection benefit options and help clients enroll when it's a fit
Maintain a clean follow-up rhythm and meet activity goals
We help clients understand and enroll in financial-protection options. Our remote team is built around coaching, accountability, and creating paths into leadership for high performers.
Assess client needs and teach financial protection options.
Maintain ongoing client relationships and perform administrative tasks.
Work remotely with a qualified-interest pipeline and no cold calling.
Global Elite Empire Consultants specializes in financial protection consulting, helping clients assess needs and select suitable options. The company offers a remote, performance-driven culture with full training and advancement opportunities.