Enterprise Account Manager - Drive AI-Powered Success

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. Truste…

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.

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: ...

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.

Role Overview Prolific is looking for an Enterprise Customer Success Manager to join the team in a hybrid role based in New York City. This position centers on building and maintaining strong relationships with enterprise clients, helping them reach their objectives with Prolific’s solutions. What You Will Do Develop and nurture partnerships with enterprise customers, acting as their main point of contact. Provide strategic advice tailored to each client’s goals and business needs. Advocate for client interests within Prolific, ensuring their feedback and requirements are heard. Drive engagement and retention by managing accounts proactively, conducting regular check-ins, and offering personalized support. Spot opportunities for upselling and cross-selling services that align with client needs, contributing to company growth. Location This is a hybrid position based in New York City. Some in-office presence is expected.

About Sigma Computing Sigma Computing builds cloud-based analytics and business intelligence tools that help organizations turn complex data into clear business insights. The platform is designed for users at any technical level, making it easier for teams to ask questions of their data and act on what they find. Role Overview: Enterprise Customer Success Manager This role focuses on helping enterprise clients get the most out of Sigma Computing’s platform. The Enterprise Customer Success Manager works closely with high-value accounts, aiming to strengthen relationships, drive adoption, and improve Net Dollar Retention (NDR) through thoughtful account management and growth strategies. What You Will Do Strategic Account Management: Build and maintain strong relationships with decision-makers and influencers at key enterprise accounts. Analytics Guidance: Use expertise in analytics and business intelligence to help clients make the most of Sigma Computing’s platform, supporting them as they analyze data and uncover insights. Drive NDR Growth: Develop and carry out plans to increase NDR by identifying upsell and cross-sell opportunities, and by reducing churn through proactive support. Customer Advocacy: Serve as the link between clients and the product team, representing customer needs and suggesting features or improvements to boost satisfaction and retention. Success Planning: Collaborate with clients to create and implement plans that connect Sigma Computing’s capabilities to their specific business goals. Education and Enablement: Lead training sessions, webinars, and workshops to increase product knowledge, adoption, and engagement among users. Location This position is based in New York City, NY.

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.

Join Dealpath as a Customer Success Manager and be a pivotal part of our dynamic team in New York City!In this role, you will be instrumental in guiding our customers to fully leverage Dealpath's capabilities, ensuring they achieve their business objectives with our platform.What You Will Be Doing:Engaging with customers to understand their business processes, establish success metrics, and develop a tailored customer journey.Providing training, onboarding, and ongoing support to facilitate customer adoption of Dealpath.Creating and delivering both virtual and in-person training sessions.Responding to customer inquiries via phone and email to resolve issues effectively.Contributing to the development of self-service documentation and video training resources.Collaborating across Dealpath's Sales, Marketing, and Product teams to communicate customer use cases and enhance product support.Maintaining the satisfaction, growth, and retention of a portfolio of customer accounts.Assisting the Customer Success team in refining processes and metrics to accelerate the growth of our function.

Join Dealpath as a Senior Customer Success Manager and be a pivotal part of our expanding team in New York City!In this role, you will be instrumental in driving customer adoption and utilization of Dealpath's innovative platform, ensuring they leverage its full potential.Your Responsibilities:Maintain and enhance retention, growth, and satisfaction across a diverse portfolio of customer accounts.Collaborate closely with the Implementation Manager to align customer success criteria with system configurations during onboarding.Work alongside customers to map out their journey, guiding them toward their business objectives.Develop comprehensive post-implementation strategies for enterprise accounts to promote robust adoption among current and new employees.Facilitate engaging web-based and in-person training sessions, along with strategic review meetings for clients.Provide responsive support through phone and email for customer inquiries.Coordinate with Dealpath’s Sales, Marketing, Product, and Executive teams to share customer insights, create case studies, and address product-related issues.Champion and innovate Customer Success processes to effectively support large teams at scale.

Role overview Synthesia seeks an Enterprise Customer Success Manager based in New York City. This position centers on supporting enterprise clients who use Synthesia’s AI video technology. The main focus is to help customers achieve their objectives, guide them through onboarding, and foster strong, ongoing partnerships. What you will do Onboard new enterprise clients and ensure they get started smoothly with Synthesia’s platform Provide ongoing support by answering questions and resolving issues as they come up Develop and maintain long-term relationships with key contacts at client organizations Identify client needs and work proactively to address challenges Help customers maximize the value they get from Synthesia’s video technology Requirements Experience working with enterprise customers Strong communication skills and the ability to build relationships Understanding of business goals and the ability to align solutions accordingly A proactive approach to solving problems

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).

About FLORA: At FLORA, we are redefining creativity with our innovative tools designed for the modern creative class. Our intelligent canvas integrates cutting-edge AI models to enhance professional craftsmanship. With a compact team of around 20, we have successfully raised $52 million from renowned investors such as Redpoint Ventures, Hanabi Capital, Menlo Ventures, Justin Kan, and Gabe Whaley, the founder of MSCHF. Our diverse clientele includes industry leaders like Pentagram, Lionsgate, and Nike.About the Role: As an Enterprise Customer Success Manager at FLORA, you will be the key relationship steward for a portfolio of enterprise accounts. Your role will encompass driving product adoption, ensuring client retention, managing renewals, and serving as a trusted advisor to pivotal stakeholders. You should be adept at establishing processes from the ground up, adaptable to wearing multiple hats, and excel in a dynamic environment—while consistently delivering outstanding customer results.Your Responsibilities Include:Overseeing the complete customer lifecycle for a range of enterprise accounts, from the onboarding process to renewals and expansions.Cultivating deep, trusted relationships with executive sponsors, champions, and day-to-day users within customer organizations. Leading intricate, cross-functional projects to boost platform adoption and ensure that clients realize measurable business outcomes.Formulating and implementing tailored Customer Success Plans that align with each account’s objectives, KPIs, and growth trajectories.Collaborating with Account Executives to proactively identify renewal risks and opportunities for expansion within your account portfolio, thereby driving net revenue retention and growth.Managing the entire renewals process—including forecasting, negotiation, and timely closure—in partnership with Sales and Finance. Conducting regular Executive Business Reviews (EBRs) to communicate value, progress, and alignment with the roadmap.Acting as the internal advocate for the customer, collaborating with Product, Engineering, and Marketing teams to influence the FLORA roadmap.Proactively tracking customer health scores, usage data, and engagement metrics to mitigate the risk of churn.Contributing to the development of scalable Customer Success playbooks, processes, and best practices.Skillfully navigating complex organizational structures and multi-threaded stakeholder relationships.

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 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.

About BrandlightBrandlight stands at the forefront of enterprise AI visibility, empowering top-tier brands to comprehend, manage, and enhance their presence across AI-driven search, commerce, and advertising.In an era where AI is poised to revolutionize marketing and distribution, Brandlight is pioneering the frameworks that determine how brands are discovered, trusted, and selected.Join our innovative team and contribute to the development of cutting-edge tools that will shape the future of brand management in an AI-centric landscape.About the RoleAs a Senior Enterprise Account Lead (Senior Customer Success) at Brandlight, you will take charge of a diverse portfolio of strategic enterprise clients, guiding them from onboarding through to renewal and expansion. Your role will entail cultivating senior-level relationships, ensuring robust adoption of our solutions, and translating product benefits into quantifiable business successes.This position is ideal for an individual adept at managing complex, multi-stakeholder accounts. You possess sharp commercial instincts, a solid grasp of the product landscape, and the confidence to engage with executive teams while remaining closely aligned with day-to-day operations.Salary Range: $150,000 - $180,000 a yearResponsibilitiesManage enterprise accounts comprehensively, from onboarding through renewal and expansion.Facilitate onboarding and ensure consistent and rapid realization of customer value.Establish and nurture strong relationships with senior stakeholders (VP+) and economic buyers.Drive renewals and expansions through effective value communication and consultative engagement.Identify risks and opportunities within each account, leveraging insights for growth.Provide customer insights to inform product development, positioning, processes, and pricing strategies.Collaborate closely with Product, Sales, and R&D teams to achieve customer objectives.Requirements7+ years of experience in managing enterprise accounts, with a focus on renewals and expansions.Proven experience collaborating with Fortune 500 marketing leadership (CMO/VP level).Exceptional ability to grasp customer business objectives and articulate product value effectively.Confidently lead discussions as a domain expert, even when faced with new challenges.Consultative approach to uncovering client needs and delivering tailored solutions.

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.

Why join usBrex is an innovative AI-powered spend management platform that empowers businesses to manage expenses confidently. Our integrated solutions, which include corporate cards, banking, and global payment services, are designed to streamline travel and expense management. Trusted by a diverse range of companies from startups to large enterprises, including renowned names like DoorDash, Flexport, and Compass, Brex enables clients to optimize spending, reduce costs, and enhance operational efficiency on a global scale.At Brex, we foster an environment where you can challenge your limits, innovate beyond the norm, and collaborate with some of the brightest minds in the industry. We are dedicated to cultivating a diverse and inclusive workplace, believing that your potential should only be restricted by your ambitions. We support your professional growth by providing you with the necessary tools, resources, and support.Sales at BrexThe Sales team is the driving force behind Brex's growth. We are responsible for acquiring new clients, nurturing existing relationships, and positively impacting the company’s revenue. With limitless opportunities and territories, your aspirations dictate your success. We celebrate achievements together and consistently reward high performance. If you're eager to sell a groundbreaking product and take ownership of your role, this is the team for you.What you’ll doAs an Enterprise Customer Success Manager, you will act as a trusted financial technology advisor to Brex’s most significant clients, collaborating closely with CFOs, Controllers, and finance operations teams to unlock the full potential of Brex’s offerings. You will develop and implement tailored account strategies that align with each client's business objectives, ensuring impactful results across their financial operations.You will oversee the complete lifecycle of customer success, from onboarding to renewal, utilizing product usage insights, stakeholder engagement, and cross-functional teamwork to enhance product adoption, minimize churn, and increase account value.Where you’ll workThis position is based in our New York City office, operating within a hybrid model that merges the vibrant atmosphere of in-office work with the flexibility of remote arrangements. A minimum of two office days per week is required, specifically on Wednesdays and Thursdays, with the added benefit of up to four weeks of fully remote work each year!ResponsibilitiesFormulate and manage strategic account plans aimed at driving retention, expansion, and adoption within your portfolio of enterprise customers.Serve as a trusted advisor to finance stakeholders by offering guidance on best practices in spend management, credit policies, and more.

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.

Join Our Team at ArchArch is an innovative Series B financial technology firm dedicated to automating the management of private investments. Our platform enhances access, understanding, and the overall investing experience across various asset classes.Private investments, including venture capital, hedge funds, and private equity, constitute about 25% of the investment landscape. Traditionally, investors, advisors, and managers have relied on cumbersome spreadsheets and disorganized systems to track numerous investments, leading to inefficiencies and errors. Arch revolutionizes this process.Our platform consolidates data, documents, and insights, streamlining the information gathering process and empowering investors to make informed decisions, ultimately improving financial outcomes.As a rapidly expanding team of over 200 professionals, we serve more than 400 clients, including some of the largest banks and financial institutions in the U.S. Our company has consistently doubled in size since its inception, and we are actively hiring across all departments to support our growth.About the PositionWe are seeking a dedicated Client Implementation Specialist to oversee the onboarding process for our enterprise segment, which includes registered investment advisor (RIA) firms, independent wealth managers, and multi-family offices requiring sophisticated, scalable solutions. In this role, you will guide enterprise clients through intricate onboarding processes, assist in migrating extensive investment portfolios and data systems, and ensure their long-term success on our platform.This is a highly client-facing position that demands someone who excels in relationship building, earns trust quickly, and delivers exceptional service. You will navigate complex organizational structures with professionalism and strategic thinking while providing institutional-grade service. Additionally, we are looking for a self-starter who can work autonomously, manage multiple large-scale onboarding projects, and proactively resolve issues without constant supervision.You will also play a crucial role in providing feedback for product enhancements and improving our internal onboarding processes, balancing independent execution with teamwork and training initiatives.