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Experience Level
Experience
Qualifications
What You’ll Do:
Act as an advocate for the Insights product, fostering robust relationships with key stakeholders.
Create tailored engagement plans for each client based on their specific focus areas.
Drive client engagement through proactive outreach: direct emails, product demonstrations, and meetings (virtual or onsite).
Work with the sales team to ensure timely contract renewals and identify upsell opportunities.
Gather valuable feedback from clients to inform product development, marketing strategies, and sales initiatives.
What You Have:
A Bachelor’s or Master’s degree from an accredited university.
2+ years of professional experience, particularly in B2B product sales.
A strong understanding of corporate structures and the roles and needs of corporate buyers, with the ability to engage senior leaders with innovative ideas.
Excellent communication skills, capable of simplifying complex issues into clear messages.
Experience with expert networks is a plus.
Demonstrated intellectual curiosity, adaptability, and a collaborative team-oriented mindset.
A proven track record of working independently as well as within a team to achieve results.
About the job
Join Guidepoint and be a key player in our success.
Guidepoint is in search of a dynamic and entrepreneurial Client Success Manager to lead the strategy for our Insights expert call and transcript library product tailored for our Corporate Healthcare or Institutional Investment/Equity clients. In this pivotal role, you will act as a bridge between our clients and sales teams, driving engagement and revenue growth for our expanding Insights product line. Utilizing your strong CRM skills, exceptional organizational capabilities, and meticulous attention to detail, you will collaborate across departments to maximize product usage among active trials and subscribing clients. This highly visible role will involve close collaboration with Insights group heads to devise strategic plans aimed at enhancing client engagement and retention.
This is a hybrid role based in New York City.
About Guidepoint
Guidepoint is a leading expert network that connects clients with industry professionals to provide insights and guidance for informed decision-making. Our commitment to exceptional service and deep industry knowledge drives our success in various sectors, including healthcare and investment.
Full-time|$750/yr - $750/yr|On-site|United States, New York, New York City
At Thought Machine, we are on a transformative mission to eliminate legacy technology from banks around the globe. Our cutting-edge core and payments technology operates seamlessly in the cloud, laying the groundwork for modern banking solutions. Accomplishing this ambitious goal requires a talented team dedicated to creating exceptional technology.In recent…
Job Title: Director of Client SuccessLocation: New York, NY or Atlanta, GA; Remote options availableAbout Us:At ClarityPay, we are on a mission to revolutionize the point-of-sale credit landscape, delivering unparalleled value to merchants. With offices in both NYC and Atlanta, our rapidly expanding fintech company equips large merchants with customizable “Pay-Over-Time” solutions, including monthly installment plans, Buy Now Pay Later (BNPL), and revolving credit products. We tackle complex credit challenges with agility, precision, and smart technology to ensure optimal outcomes for our partners.Our clients depend on us to enhance their customer service, foster growth, and cultivate loyalty. Our core values—merchant-first mentality, data-driven insights, a commitment to understanding the 'why', relentless learning, and teamwork—drive our dedication to providing outstanding customer experiences at both speed and scale.Role Overview:We are looking for a dynamic Director of Client Success to oversee a portfolio of clients, fostering success and advocacy for ClarityPay. This role entails onboarding clients and managing daily program operations. You will strengthen client relationships, drive performance to meet objectives, tackle critical issues, and ensure overall client satisfaction. Alignment of client expectations will be your priority as you work towards achieving shared goals. Analyzing data and feedback will be essential for identifying improvement opportunities and executing them effectively. Collaboration with cross-functional teams, including Business Development, Marketing, Product, Operations, Risk, Finance, and Legal, will be key.Key Responsibilities:Act as the primary liaison, facilitating communication between clients (merchants, service providers, and platforms) and internal teams (e.g., Product, Operations, Legal).Lead the client implementation work plan, ensuring a smooth transition in partnership with Business Development and internal teams (e.g., Product, Compliance, Marketing, Risk, Operations, and Finance) and client representatives.Set clear performance expectations with clients and internal stakeholders, track progress, and report outcomes.Continuously monitor and assess performance and customer experience metrics.Create growth and success strategies, identify opportunities for improvement, present analytical insights, and ensure program performance aligns with overall strategy.Manage day-to-day client inquiries and challenges to enhance client satisfaction.
About UsDorsia stands at the cutting edge of hospitality technology, transforming access to the most sought-after restaurants, events, and experiences worldwide. By integrating innovative technology with the essence of luxury hospitality, we enable our members to obtain exclusive reservations while granting operators unparalleled control, visibility, and opportunities for revenue enhancement.As a rapidly expanding startup, backed by over $50 million from prominent investors including Index Ventures and strategic industry partners like Major Food Group, Groot Hospitality, and Gracious Hospitality, we are on a mission to reshape the global hospitality scene. We are looking for exceptional talent to join us in driving our next growth phase.About the RoleDorsia is in search of a meticulous and service-oriented Client Success Intern to assist our Client Success Managers through Summer 2026. This role is pivotal in delivering an exceptional, proactive client experience from onboarding to ongoing engagement and retention.This position is perfect for individuals passionate about the fusion of hospitality, client experience, and operational excellence. You will thrive on creating streamlined systems, maintaining effective communication, and executing tasks with precision. This internship offers a unique vantage point into the operations of high-performing Client Success teams within a dynamic, high-touch environment and the opportunity to directly influence workflows that keep our clients engaged.What You’ll DoClient Success Support & Relationship ManagementCollaborate with Managers on account management and member-facing content and inventory.Assist in onboarding preparations and follow-through, including materials, timelines, tracking, and next steps.Support client communications through scheduling, reminders, and documentation of recaps.Maintain accurate internal notes and account context to ensure continuity across stakeholders.Client Health & Retention SupportMonitor client activity and flag potential risk signals such as low engagement or unresolved issues.Support retention workflows by tracking open items, ownership, and next steps.Organize client feedback and recurring themes to inform internal prioritization.Operational Excellence & Process ImprovementContribute to the refinement of operational processes to enhance overall efficiency.
WHO WE ARE Zeta Global (NYSE: ZETA) is an innovative AI-Powered Marketing Cloud that harnesses advanced artificial intelligence (AI) and vast consumer insights to empower marketers in acquiring, retaining, and expanding customer relationships efficiently. Our Zeta Marketing Platform (ZMP) aims to simplify sophisticated marketing through the unification of identity, intelligence, and omnichannel activation, leveraging one of the industry’s largest proprietary databases and AI capabilities. We enable our enterprise clients across various industries to personalize consumer experiences at an individual level, enhancing the effectiveness of their marketing initiatives. Founded in 2007 by David A. Steinberg and John Sculley, Zeta Global is headquartered in New York City, with offices around the globe. To learn more, visit www.zetaglobal.com. THE ROLE The Senior Client Success Manager – Programmatic is a dynamic, client-facing position responsible for overseeing the comprehensive success of a portfolio of strategic programmatic accounts. In this role, you will act as the primary client liaison, operational expert, and strategic ally, managing live campaigns, directing client communications, and driving performance, retention, and growth. This position demands robust programmatic expertise, sound judgment, and the capability to work autonomously while fostering close collaboration with Sales, Analytics, and Operations teams. This is a hybrid position based in New York City (3 days/week). RESPONSIBILITIES Oversee and manage 10+ active programmatic campaigns end-to-end across multiple accounts. Lead all client communications, including status calls, quarterly business reviews (QBRs), and escalations, providing clear insights and recommendations linked to business outcomes. Act as the technical owner of campaign execution, collaborating closely with Operations to ensure proper setup, effective optimization, and alignment with strategic goals (targeting, pacing, QA, troubleshooting). Leverage a deep understanding of DSP functionality and optimization levers to guide setup decisions, troubleshoot issues, and drive performance enhancements. Generate client-ready reporting and performance insights in conjunction with Analytics. Proactively identify and facilitate upsell, cross-sell, and renewal opportunities in partnership with Sales. Collaborate cross-functionally to address issues, drive improvements, and enhance client satisfaction.
Join dorsia as the Head of Client Success, where you will lead our efforts to enhance client satisfaction and drive success for our valued customers. You will be responsible for developing strategic initiatives, managing client relationships, and ensuring the delivery of exceptional service.
Full-time|On-site|San Francisco, CA | New York City, NY | Seattle, WA
As the Director of Partner Success at Anthropic, you will be instrumental in shaping and enhancing our partner relationships. Your primary focus will be to ensure that our partners achieve their desired outcomes while using our innovative AI solutions. You will lead a dedicated team, driving growth, engagement, and long-term success through strategic insights and collaborative efforts.In this role, you will establish key performance indicators, analyze partner feedback, and implement best practices to optimize our partner programs. Your ability to build strong relationships and foster a culture of success will be crucial in delivering exceptional value to our partners.
At January, we are dedicated to revolutionizing consumer finance by infusing humanity into every interaction. Our innovative, data-driven solutions empower financial institutions to enhance their collections processes, providing borrowers with clear, compassionate pathways to regain control over their financial futures. We are not just increasing access to credit; we are restoring dignity and affording millions the opportunity to achieve true financial independence.About the RoleAs the Senior Client Success Manager, you will play a pivotal role in transforming client relationships into a key competitive advantage for January. Your responsibility will extend beyond mere account retention; you will extract invaluable insights that will inform our product development and client service strategies. You will manage 5-7 strategic accounts that present significant potential along with operational challenges. Your goal is to establish scalable client management systems that maintain a personal touch, transition our approach from reactive to proactive, and create a framework that converts client feedback into actionable product decisions and market intelligence.Collaborating closely with Operations, Product, Compliance, and Sales teams, you will tackle complex issues swiftly, identify patterns that might go unnoticed, and uncover expansion opportunities before they are articulated by clients. You thrive on challenging conversations, master the art of precise communication—whether it's de-escalating issues or crafting replicable playbooks—and excel at prioritizing conflicting demands.What You'll DoServe as the primary relationship steward for strategic accounts, proactively anticipating client needs and fostering trust through transparency in both success and crisis.Detect patterns within your portfolio of accounts, functioning as an intelligence resource for Product and Account Management by translating frontline insights into product roadmap strategies and identifying growth opportunities.Lead monthly performance reviews that provide clients with new insights, advancing from mere reporting to diagnosing root causes and proposing data-driven solutions.Manage audit processes from start to finish with impeccable attention to deadlines, swiftly resolving complex issues with clarity.Transform individual client successes into standardized playbooks and collaborate with Client Operations to address systemic friction points.Document successful strategies and enhance team performance through knowledge sharing and scalable processes.What We're Looking ForA minimum of 4 years of experience in high-touch B2B client success, strategic account management, or consulting with enterprise clients: ...
Full-time|$200K/yr - $271K/yr|On-site|New York City, United States
At Anaplan, we are a dynamic team of innovators dedicated to enhancing business decision-making through our advanced AI-driven scenario planning and analytics platform, empowering our clients to outperform their competition.What brings Anaplanners together across various teams and regions is our unwavering dedication to our clients’ success and our Winning Culture.Our esteemed clientele includes some of the most recognized names in the Fortune 50, such as Coca-Cola, LinkedIn, Adobe, LVMH, and Bayer, among over 2,400 global companies that trust our top-tier platform.Our Winning Culture fuels our innovative teams. We embrace diverse thoughts and ideas, act as leaders regardless of our titles, strive for ambitious goals, and take pride in celebrating our achievements—both large and small.Guided by principles that prioritize strategy, values, and disciplined execution, you will find inspiration, connection, development, and rewards here. Your unique qualities are welcome; join us in building the future together!AMER Portfolio Leader - Director of Customer SuccessAnaplan is a pioneering enterprise planning platform relied upon by the world’s most sophisticated organizations to enhance financial, operational, and strategic decision-making processes. Supported by Thoma Bravo, a leading software-focused private equity firm, Anaplan operates with speed, intensity, and a relentless commitment to operational excellence and measurable performance.As we embark on our next growth phase, we are refining our go-to-market post-sales coverage model to improve segmentation, execution rigor, and recurring revenue security. Historically, accounts were managed within blended portfolios, but as our business has evolved, it has become clear that differentiated customer segments require tailored strategies, scrutiny, and leadership focus.To facilitate this evolution, we are establishing a dedicated AMER Portfolio Leader (CSD) role responsible for four segmented portfolios. This strategic investment aims to enhance renewal discipline, operational command, and risk transparency for fiscal year 2027 and beyond.This highly visible role is at the heart of Anaplan’s post-sales go-to-market engine, perfect for a seasoned post-sales GTM leader eager to thrive in a fast-paced, high-performance environment, initiate a new GTM strategy, and significantly impact both the business and the operational model.The ideal candidate is an operator at heart; gritty, action-oriented, and relentless in their pursuit of customer outcomes and value delivery.
Full-time|$110K/yr - $171K/yr|On-site|New York, NY
About UsAddepar is a leading global data and AI platform designed to empower investment professionals in transforming intricate financial data into actionable insights. Our platform consolidates portfolio, market, and client information into a comprehensive view, delivering AI-driven insights seamlessly integrated into investment and client workflows. Trusted by over 1,400 firms across nearly 60 countries, Addepar manages an impressive $9 trillion in assets. Our open platform collaborates with nearly 650 software, data, and consulting partners, enabling efficient investment operations for organizations of every size and complexity. With offices located in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo, we are dedicated to supporting our clients worldwide.The OpportunityThe Client Success Management (CSM) team at Addepar is responsible for the entire post-sales journey, ensuring that our clients derive maximum value from our platform. As a trusted advisor, you will develop a profound understanding of each client's business—encompassing their strategy, services, team dynamics, and technology—to assist them in achieving their objectives and fully utilizing Addepar's solutions.As a member of the CESM Enterprise Team, you will manage our largest and most complex clients, including global banks, private institutions, regional banks, wirehouses, and broker-dealers. Your role will involve providing strategic insights, nurturing strong partnerships, and spearheading engagement initiatives to drive client adoption, retention, renewals, and revenue growth, thus playing a crucial role in Addepar's expansion.In this position, you will leverage your sales acumen and technical expertise to conduct impactful client presentations and demonstrations, effectively communicating Addepar's value proposition while aligning our capabilities with client needs and business goals. Collaborating across various departments, you will identify opportunities to enhance engagement, accelerate adoption, and create and implement data-driven strategies to foster new annual recurring revenue for Addepar.Furthermore, you will facilitate change management, implement best practices, and optimize the use of our platform. Acting as an advocate for our clients, you will ensure an exceptional experience while gathering insights that will inform the development of the next generation of client-focused solutions at Addepar.
Full-time|$150K/yr - $180K/yr|On-site|New York, New York
Runwise is hiring a Director of Customer Success based in New York, NY. This senior leader will guide the team that helps customers achieve long-term results with the Runwise platform, which improves building performance and energy efficiency. Role Overview This is a pivotal leadership role as Runwise expands into new markets and manages a growing portfolio of buildings. The Director of Customer Success will oversee a group responsible for monitoring building performance, optimizing system settings, and delivering measurable energy savings for customers. The position involves close collaboration with Customer Support, Field Operations, and Engineering to resolve issues and keep systems running smoothly. Runwise is looking for someone experienced in scaling customer success teams within a combined hardware and software environment. The right candidate will develop processes, metrics, and operational playbooks to support ongoing growth. Key Responsibilities Customer Success Leadership Lead and mentor Customer Success Managers as they oversee large portfolios of buildings. Set up frameworks for managing portfolios and establishing performance benchmarks. Design processes that encourage proactive engagement with customers. Building Performance Optimization Ensure buildings operate efficiently and deliver expected energy savings. Find opportunities to further optimize systems within customer portfolios. Develop monitoring and reporting systems to track building performance. Customer Relationship Management Build strong relationships with property owners, operators, and asset managers. Serve as the main technical point of contact for large customer portfolios. Identify ways to expand Runwise deployments within existing client portfolios. Operational Scaling Create playbooks and processes for managing large building portfolios. Introduce software tools that help the team scale efficiently. Improve systems for reporting, monitoring, and tracking performance. Collaborate with Customer Support and Field Service teams to solve operational challenges.
About UsWelcome to Sunset, a rapidly expanding tech startup dedicated to assisting venture-backed companies in a smooth and dignified wind-down process. As your all-in-one solution for dissolutions, we manage all legal, tax, and operational tasks associated with shutting down.In just two years, we have successfully guided hundreds of startups through their closure, generating significant revenue and securing $5.5 million in funding from some of the industry's leading entrepreneurs and investors to enhance our mission of supporting founders as they transition to their next venture.Our dynamic team is located in Brooklyn, NY, and we’re eager for you to become a part of our journey! Learn more about Sunset here.About the RoleAs part of our ongoing expansion, Sunset is looking for an enthusiastic Client Success Manager based in New York City (or open to relocation), who will report directly to the Director of Client Success. In this pivotal role, you will play a dual function: providing proactive support to clients throughout the dissolution process and assisting with essential tasks such as dissolution filings and capital redistribution to investors.As a Client Success Manager, you will oversee a dedicated portfolio of clients through every phase of their company's wind-down journey. This hands-on role merges client support with in-depth operational execution, where your success will be evaluated based on speed, precision, and client trust, rather than revenue or renewals.This position is integral to Sunset’s client success operations, with opportunities for advancement into senior individual contributor or team leadership roles as the company grows.About YouYou excel at organization and are adept at planning and prioritizing tasks to ensure that no issues are overlooked, deadlines are consistently met, and clients receive an exceptional experience.You thrive on interpersonal interactions; engaging with clients over the phone and developing strong relationships is your forte.You possess empathy, establishing genuine connections with customers to reassure them during one of the most challenging times in a founder’s journey.You are comfortable making judgment calls and advancing work despite ambiguity and high-stress situations.
ABOUT US Zeta Global (NYSE: ZETA) is a cutting-edge AI-Driven Marketing Cloud that harnesses the power of advanced artificial intelligence (AI) and massive consumer data to streamline the marketing process, enabling marketers to efficiently acquire, nurture, and retain customers. Our Zeta Marketing Platform (ZMP) is designed to simplify complex marketing tasks by integrating identity, intelligence, and omnichannel activation into a unified solution, bolstered by one of the industry's largest proprietary databases and AI capabilities. Our diverse enterprise clients are empowered to create highly personalized experiences, leading to enhanced marketing outcomes. Founded in 2007 by David A. Steinberg and John Sculley, our headquarters is located in New York City, with a global presence. Discover more at www.zetaglobal.com. POSITION OVERVIEW The Senior Client Success Manager - Programmatic is a pivotal, client-facing role responsible for ensuring the comprehensive success of a portfolio of strategic programmatic accounts. You will act as the primary point of contact for clients, demonstrating operational expertise and strategic insight while managing live campaigns, overseeing client communications, and driving performance, retention, and growth. Success in this role requires a strong background in programmatic advertising, sound judgment, and the ability to work independently while collaborating effectively with the Sales, Analytics, and Operations teams. This is a hybrid role based in New York City, requiring three days per week in the office. KEY RESPONSIBILITIES Oversee and manage more than 10 active programmatic campaigns from inception to completion across various accounts. Lead all client communications, including status updates, quarterly business reviews (QBRs), and escalations, delivering clear insights and recommendations aligned with business objectives. Act as the technical lead for campaign execution, closely collaborating with the Operations team to ensure campaigns are set up accurately, optimized effectively, and aligned with strategic goals (including targeting, pacing, quality assurance, and troubleshooting). Utilize an in-depth understanding of Demand-Side Platform (DSP) functionalities and optimization strategies to guide campaign setup, troubleshoot issues, and enhance performance. Provide client-ready reporting and performance analytics in partnership with the Analytics team. Identify and nurture opportunities for upselling, cross-selling, and contract renewals in conjunction with the Sales team. Collaborate across departments to resolve issues and bolster campaign performance.
About RebarRebar is revolutionizing the operating system for commercial HVAC, electrical, and plumbing suppliers and subcontractors. In just one year, our V1 quoting product has achieved remarkable success, facilitating thousands of quotes weekly, doubling revenue shortly into 2026, and securing adoption from many top suppliers across North America. With a recent $14M Series A funding led by prominent investors in construction technology, we are poised for significant growth and are seeking a Client Success Manager to drive our client success initiatives.In this role, you will collaborate closely with the Client Success, Product, and Sales teams to enhance client experiences and establish systems that define Rebar’s service. Our mission is to transform the $250B HVAC industry using AI-driven software, an area that remains largely untapped by modern solutions. This is an exceptional opportunity to be part of our early-stage growth.The Role: Client Success Manager (Post-Implementation & Growth)This role transcends the traditional definition of a CSM.Our Implementation team handles onboarding, and we are in search of an industry-savvy professional to take the reins of the client relationship after the initial handoff—focusing on driving adoption, resolving daily challenges, and ensuring clients extract real value from Rebar within their workflows.You will act as a hybrid of operator, problem-solver, and essential feedback conduit for our product. By working closely with clients and coordinating with the CS team, Sales, Product, and Engineering, you will ensure our software is optimized for real-world application and continually evolves.This position is characterized by high intensity, significant ownership, and substantial potential. If you prefer a structured, low-pressure CSM role, this position may not be suitable for you.What You’ll DoOversee client relationships post-implementation, ensuring ongoing success from initial handoff to long-term engagement.Serve as the primary liaison for clients while managing a book of business.Promote product adoption, ensuring clients maximize their use of Rebar in their operations.Address real-time issues and maintain clients' workflow continuity.Forge strong relationships with stakeholders across client organizations, from operational staff to leadership levels.Identify opportunities for account growth, increased usage, and renewals.Manage risks proactively through outreach and effective escalation strategies.Collaborate closely with Product and Engineering teams to relay client feedback and enhance the platform.Maintain CRM, client communications, and ticketing systems to track client interactions.
Full-time|$150K/yr - $185K/yr|On-site|New York City
About EliseAIAt EliseAI, we are transforming the critical sectors of housing and healthcare. Recognizing that everyone deserves a safe place to live and access to quality healthcare, we strive to make these essential services more accessible and efficient. By seamlessly integrating AI agents into existing workflows, we enhance efficiency, lower costs, and elevate the overall user experience.Housing: We streamline the rental process by simplifying apartment tours, lease signing, maintenance requests, and ensuring constant communication with property teams—all in one convenient platform.Healthcare: We facilitate appointment scheduling, streamline intake forms, and enhance communication between patients and providers, allowing everyone to prioritize health over paperwork.With EliseAI, organizations can eliminate manual tasks, improve service accessibility, and deliver a cohesive experience across essential services. We recently secured a $250 million Series E round led by Andreessen Horowitz to further our mission.About The RoleIn this pivotal role, you will collaborate across departments to ensure customer revenue retention. You will engage in both strategic business discussions and technical conversations with stakeholders at all levels, including C-suite executives.Key ResponsibilitiesLead and mentor a high-performing team of Customer Success Managers (CSMs) through continuous coaching and training, helping each individual set and achieve their professional development objectives.Collaborate with HR and other leaders to recruit exceptional mid-market and enterprise CSMs, scaling the team as the company expands.Work alongside CSMs to identify customer challenges and goals, ensuring effective implementation of EliseAI solutions across their real estate portfolios.Take ownership of customer success, overseeing onboarding, product adoption, and retention strategies while collaborating with our Chief Revenue Officer to develop and execute account plans.Facilitate a weekly review of performance metrics to identify areas for improvement.Partner with product and engineering teams to drive the adoption of new features and products.
WHO WE AREZeta Global (NYSE: ZETA) is at the forefront of AI-driven marketing solutions, utilizing cutting-edge artificial intelligence and extensive consumer insights to empower marketers in acquiring, nurturing, and retaining customers with unparalleled efficiency. Through the Zeta Marketing Platform (ZMP), we strive to simplify complex marketing processes by integrating identity, intelligence, and omnichannel activation into a cohesive platform, supported by one of the industry's most expansive proprietary databases. Our enterprise clients, spanning various sectors, are equipped to deliver personalized customer experiences across all channels, enhancing the effectiveness of their marketing strategies. Founded in 2007 by David A. Steinberg and John Sculley, Zeta Global is headquartered in New York City with a global presence. Discover more at www.zetaglobal.com.THE ROLEAs the Senior Client Success Manager – Programmatic, you will play a pivotal role in managing a portfolio of strategic programmatic accounts. This hands-on, client-facing position involves overseeing the entire lifecycle of programmatic campaigns, serving as the primary point of contact for clients, and acting as a key operational and strategic partner. Your responsibilities will include managing live campaigns, facilitating client communications, and driving performance improvements to foster retention and growth.To succeed in this role, you must possess strong programmatic expertise, sound judgment, and the capability to work independently while closely collaborating with Sales, Analytics, and Operations teams.This is a hybrid position based in New York City (3 days/week).
Full-time|$75K/yr - $75K/yr|Hybrid|New York, New York, United States
Overview: Join Guidepoint's mission to drive success in healthcare. Guidepoint is looking for a dynamic and entrepreneurial professional to lead our Insights expert call and transcript library initiatives for our Corporate Healthcare clientele. As a key liaison between clients and our sales team, you will be instrumental in enhancing engagement and facilitating revenue growth within our expanding Insights product suite. Utilizing your strong CRM capabilities, exceptional organization, and meticulous attention to detail, you will collaborate across departments to optimize engagement among our active trial participants and current subscribers. This prominent role will require close cooperation with the Insights group leaders to create strategic plans that boost client engagement and retention. This position offers a hybrid work arrangement based in New York City. Key Responsibilities: Act as a champion for the Insights product among corporate healthcare clients, cultivating multifaceted relationships with key stakeholders. Create tailored engagement strategies for each client based on their therapeutic interests, ongoing clinical trials, and competitive landscape to effectively promote Insights content. Proactively drive client engagement through targeted outreach efforts, including direct emails, product demonstrations, and both virtual and in-person meetings. Collaborate with the sales team to ensure timely contract renewals and identify upsell opportunities. Gather valuable feedback and insights from clients to guide product development, marketing initiatives, and sales strategies.
Full-time|$80K/yr - $95K/yr|Hybrid|New York, New York, United States
WHO WE ARE Zeta Global (NYSE: ZETA) is at the forefront of AI-driven marketing solutions, harnessing cutting-edge artificial intelligence and massive consumer data to empower marketers in acquiring, nurturing, and retaining customers with unmatched efficiency. Our flagship Zeta Marketing Platform (ZMP) simplifies complex marketing strategies by integrating identity, intelligence, and omnichannel activation into one cohesive platform, backed by one of the industry's most extensive proprietary databases. Founded in 2007 by visionaries David A. Steinberg and John Sculley, Zeta Global is headquartered in New York City, with a global presence. To discover more, visit www.zetaglobal.com. THE ROLE As a Senior Client Success Manager - Programmatic, you will take the lead in ensuring the success of a diverse portfolio of strategic programmatic accounts. This hands-on, client-facing position involves managing live campaigns, spearheading client communications, and driving performance, retention, and growth. Your expertise in programmatic advertising, strong judgment, and ability to work independently while collaborating with Sales, Analytics, and Operations are crucial to your success. This is a hybrid role based in New York City (3 days/week). RESPONSIBILITIES Oversee and manage 10+ active programmatic campaigns from inception to completion across various accounts. Lead all client communications, including status calls, quarterly business reviews (QBRs), and escalations, providing insightful recommendations aligned with business outcomes. Act as the technical authority on campaign execution, working closely with Operations to ensure campaigns are optimally set up, aligned with strategy, and effectively troubleshooting any issues. Utilize your deep understanding of DSP functionality and optimization techniques to inform setup decisions and enhance performance. Deliver comprehensive, client-ready reporting and performance insights in partnership with the Analytics team. Identify and support opportunities for upselling, cross-selling, and renewals in collaboration with the Sales team. Work cross-functionally to resolve challenges, enhance performance, and ensure a high-quality client experience.
Location: Our offices are located in New York City (mid-town) and Atlanta, with potential for remote work.About Us:At ClarityPay, we are transforming the point-of-sale credit landscape to enhance merchant value. Our fintech firm, situated in the bustling cities of NYC and Atlanta, specializes in delivering customizable credit solutions to large merchants. We tackle intricate credit challenges with agility, precision, and insightful strategies—leveraging our extensive expertise alongside cutting-edge technology to achieve superior results consistently.Our partners depend on us to elevate their customer service, foster growth, and cultivate loyalty. Our core values shape our actions: we prioritize merchants, embrace data-driven decisions, understand the reasons behind our actions, commit to continuous learning, and collaborate as a cohesive team. This clarity of vision propels our dedication to providing outstanding customer experiences at speed and scale.Role Overview:We are looking for a Client Implementation Director to spearhead the implementation of new and existing partners, encompassing merchants, platforms, and strategic alliances. You will be accountable for managing the complete implementation lifecycle from enrollment to rollout, ensuring our partners are fully operational, compliant, and poised for funding at launch.In this pivotal role, you will act as the main executor with partners and internal stakeholders. Responsibilities include overseeing product configuration, technical integration, operational readiness, risk and compliance adherence, funding workflows, and all tasks necessary to activate a program. This position is essential for scaling ClarityPay’s partner network while ensuring speed, quality, and regulatory compliance.
Full-time|$75K/yr - $75K/yr|Hybrid|New York, New York, United States
Overview: Join Guidepoint and be a key player in our success. Guidepoint is in search of a dynamic and entrepreneurial Client Success Manager to lead the strategy for our Insights expert call and transcript library product tailored for our Corporate Healthcare or Institutional Investment/Equity clients. In this pivotal role, you will act as a bridge between our clients and sales teams, driving engagement and revenue growth for our expanding Insights product line. Utilizing your strong CRM skills, exceptional organizational capabilities, and meticulous attention to detail, you will collaborate across departments to maximize product usage among active trials and subscribing clients. This highly visible role will involve close collaboration with Insights group heads to devise strategic plans aimed at enhancing client engagement and retention. This is a hybrid role based in New York City.
Full-time|$69K/yr - $86.2K/yr|On-site|New York, New York, United States
Job Title: Associate Director of Program SuccessTeam: Innovation TeamLocation: In-person in New York City (NY)Employment Type: Full-timeFLSA Classification: ExemptStart Date: As soon as possibleAbout BravenBraven is a dynamic national nonprofit organization dedicated to empowering promising college students to secure impactful first opportunities post-graduation through our transformative career-accelerating programs. We partner closely with higher education institutions and employers to facilitate life-changing experiences that begin with an intensive semester-long course for students, followed by continued support until graduation. Together, we aspire to help rebuild the middle class and rejuvenate the American Dream.For more insights, explore Braven’s Jobs Report.About the RoleAs Braven expands its centralized-course model to serve a larger cohort of Braven Fellows through a growing network of higher education partners, including the University of Mount Saint Vincent, the Associate Director of Program Success plays a pivotal role in ensuring an exceptional course experience. This individual will manage a team of part-time Graders, reinforcing Braven's evolving grading strategies and ensuring compliance with academic policies and campus-specific standards. Additionally, the Associate Director will act as the primary liaison for our volunteer Leadership Coaches (LCs), addressing inquiries, escalating challenges, and nurturing their sense of connection and support. This collaborative role effectively combines execution, coaching, and quality assurance to deliver an outstanding experience for both Fellows and their supporters.This position is part of the Innovation Team’s Central Delivery Team and will report directly to the Director of Accelerator Success.Key ResponsibilitiesStakeholder Management (40%)Oversee and support a team of part-time Graders for the Braven Leadership and Career Accelerator course, including onboarding, quality assurance, and feedback processes.Collaborate with Program Facilitators and the Director of Academic Success to implement volunteer support and accountability frameworks, including coaching strategies for underperforming LCs.Co-design and facilitate training sessions for Graders, fostering communities of practice to ensure consistency in grading aligned with the University of Mount Saint Vincent standards.Provide support for Graders who encounter challenges in meeting expectations and coordinate with relevant stakeholders to ensure high-support LCs receive the necessary resources.
