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Experience Level
Experience
Qualifications
The ideal candidate will possess:Proven experience in client management or a similar role. Excellent communication and interpersonal skills. Strong analytical and problem-solving abilities. A commitment to delivering high-quality service. A degree in Business, Marketing, or a related field is preferred.
About the job
As a Client Manager at SPS North America, you will play a pivotal role in fostering strong relationships with our clients, ensuring their satisfaction, and driving the success of our services. You will be responsible for understanding client needs, coordinating with internal teams, and delivering exceptional solutions that align with their goals. Your expertise will not only enhance client engagement but will also contribute to the overall growth of the organization.
About SPS North America
SPS North America is a leading provider of innovative solutions that empower businesses to optimize their operations. With a commitment to excellence and customer satisfaction, we strive to create value for our clients through tailored strategies and cutting-edge technologies. Join us and be part of a dynamic team that is dedicated to making a difference.
Full-time|On-site|New York, New York, United States
As a Client Manager at SPS North America, you will play a pivotal role in fostering strong relationships with our clients, ensuring their satisfaction, and driving the success of our services. You will be responsible for understanding client needs, coordinating with internal teams, and delivering exceptional solutions that align with their goals. Your expert…
Full-time|$70K/yr - $70K/yr|On-site|New York, New York, United States
The Client Service Manager is pivotal in cultivating and maintaining Tier 3 client relationships while facilitating seamless delivery for Tier 2 accounts. This role requires adept management of communications, precise tracking of project deliverables, and the orchestration of an exemplary client experience from initial project kickoff to final delivery. The Manager collaborates closely with internal teams to clarify project briefs, ensuring clients remain informed and supported throughout every phase of engagement.Key ResponsibilitiesClient Strategy & Relationship ManagementOversee Tier 3 client accounts while supporting Tier 2 engagements under the guidance of Senior Managers.Serve as the primary contact for assigned clients, providing smooth day-to-day communications and proactive updates.Build strong client trust through responsiveness, organization, and a solutions-oriented approach, particularly during active project phases.Account Growth & Commercial DevelopmentIdentify opportunities for repeat business or additional services by understanding client needs and engagement history.Escalate growth opportunities to Senior Managers or Directors with context and relevant insights.Draft initial scopes and proposals for returning clients in collaboration with internal teams.Client Delivery GovernanceEnsure timely briefing, documentation, and tracking of deliverables.Conduct regular client check-ins during live projects to set clear expectations and share updates.Facilitate project debriefs and feedback loops to monitor satisfaction and alignment with delivery expectations.Cross-Functional CollaborationCollaborate with Project Managers to ensure clear communication of client briefs and adherence to project timelines.Proactively identify risks, delays, or client concerns and coordinate appropriate responses.Participate in project kickoff, midpoint, and wrap-up meetings as the Client Service representative.Team Leadership & Capability DevelopmentGuide Coordinators and junior team members on client interaction etiquette, documentation quality, and service mindset.Provide feedback to Senior Managers regarding process challenges and team development needs.Process & Tools OptimizationMaintain organized CRM records, project documentation, and communication logs consistently.Assist in the testing and rollout of new tools, templates, and workflows within the Client Service team.Document common client inquiries or challenges to support the development of Standard Operating Procedures (SOPs).Reporting, Feedback & Escalation ManagementKeep client satisfaction metrics and project feedback updated in HubSpot or other CRM platforms.Alert senior management to any significant issues affecting client relationships or project deliverables.
Role Overview Metergy Solutions is looking for a Client Success Manager based in New York, New York. This role centers on helping clients reach their goals using Metergy’s products and services. The Client Success Manager serves as the main contact for clients, guiding them from onboarding through ongoing support. What You Will Do Act as the primary point of contact for assigned clients Guide clients through onboarding and answer their questions Analyze client needs and develop tailored strategies to support their objectives Work closely with internal teams to optimize client outcomes Identify opportunities for upselling and recommend solutions Foster long-term client relationships and ensure satisfaction
Full-time|On-site|New York, New York, United States
As a Client Service Manager at SPS North America, you will play a pivotal role in ensuring our clients receive unparalleled service and support. Your expertise in client relationship management will be essential in nurturing long-term partnerships and enhancing client satisfaction. You will lead a team of dedicated professionals, guiding them to deliver exceptional service and meet our clients' needs effectively.
Join modernfi as a Manager of Strategic Client Solutions, where you will lead initiatives to foster long-term partnerships with our clients. You will be responsible for developing innovative solutions that align with our clients' goals while ensuring the highest level of service and satisfaction. Your strategic vision and expertise will drive our client relationships forward, making a tangible impact on our business growth.
OverviewAt Addition Wealth, we are dedicated to transforming financial health by ensuring that personalized financial expertise is both inclusive and accessible to all. By leveraging cutting-edge technology and forming impactful partnerships with leading companies and financial institutions, we empower individuals with sophisticated digital tools, a comprehensive knowledge hub, and access to top-tier financial professionals, enabling them to navigate their financial decisions with confidence. Our initiatives not only alleviate stress and enhance productivity but also revolutionize how individuals perceive and manage their finances.We are more than just another financial wellness platform; we are spearheading a revolution in financial decision-making. By harnessing technology, we aim to create seamless, impactful, and life-altering experiences. At Addition Wealth, you will have the opportunity to tackle complex challenges, stretch the limits of innovation, and develop tools that genuinely create a significant impact.Our efforts have garnered global recognition. Supported by prestigious fintech venture capitalists such as Barclays, Anthemis, and Nyca, Addition Wealth has been recognized as one of Business Insider’s 54 Promising Fintech Companies to Watch, received the UBS Female Founder Award in 2023, and was honored as a Top Innovator by the World Economic Forum. Our work has been featured in leading publications including Bloomberg, TechCrunch, Insider, and Forbes. Together, we are building something remarkable—and we are just getting started.About the RoleAddition Wealth seeks an Enterprise Client Strategy & Operations Manager to cultivate and enhance relationships with our key enterprise accounts. You will serve as a vital partner to our clients, facilitating user adoption, ensuring a seamless and impactful experience throughout the client journey, and fostering trust with stakeholders to drive sustainable growth. This role is both product-oriented and technical, allowing you to influence our product roadmap, oversee rollouts and implementations, and manage product quality assurance for specific features.If you excel in relationship management, technical product implementations, and prioritization, possess a passion for optimizing operational processes, and enjoy addressing complex client needs with a strategic and hands-on approach, we would love to hear from you. Success in this role hinges on being client-focused, detail-oriented, data-driven, and eager to contribute to our Enterprise business expansion.
Role overview Jobgether is looking for a Client Success Manager to join its team in a fully remote position based in New York. The main focus is on building and maintaining strong relationships with client partners. This position plays a key part in supporting the success of Jobgether’s mental health programs and involves frequent collaboration with colleagues across the company. What you will do Develop and nurture productive partnerships with clients Collaborate with internal teams to ensure mental health programs align with client needs Use strategic thinking and clear communication to enhance client experiences Support projects that benefit both the Client Success team and the broader organization Work environment This position is fully remote, providing flexibility and the opportunity to contribute to a mission focused on mental health impact.
Role overview Audigent, part of Experian, seeks a Client Success Manager for a hybrid role in New York. The focus of this position is to develop strong relationships with clients and help them gain the most value from Audigent’s services. Day-to-day, the Client Success Manager collaborates with clients to understand their goals and supports their ongoing success. What you will do Engage with clients to learn about their needs and objectives Help clients use Audigent’s services effectively Work to improve client satisfaction and encourage long-term partnerships Serve as a link between clients and internal teams Location This hybrid position is based in New York.
Nexxen develops data-driven advertising technology for advertisers, agencies, publishers, and broadcasters. The platform brings together a demand-side platform (DSP) and a supply-side platform (SSP), all linked by the Nexxen Data Platform. The company’s culture is built on customer centricity, curiosity, and collaboration without ego. The team values hustle, commitment, and creative problem-solving. Important: Nexxen does not ask for payment or promote financial schemes during hiring. For any suspicious job postings or communications, contact infosec@nexxen.com to confirm authenticity. Role overview The Client Success Manager, based in New York, leads managed service campaign management and oversees programmatic PMP deal execution. This position serves as the main contact for a portfolio of advertiser relationships, working to improve satisfaction, retention, and growth. What you will do Oversee campaign management and execution for managed service and programmatic PMP deals Act as the primary contact for assigned advertisers Use technical knowledge across Nexxen’s product suite, including SSP, DMP, and deal infrastructure Analyze account performance and suggest new solutions Participate in the RFP process and identify upsell opportunities through reporting and measurable results Work closely with Strategic Sales, Ad Operations, and Supply teams to ensure campaigns and deals are set up and optimized effectively
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.
At Jellyfish, we value the unique differences of our employees, believing they are our greatest assets. Our mission is to empower each member of our team to unlock their full potential and contribute their distinct viewpoints to foster a collaborative workplace. As an equal opportunity employer, we are committed to creating a diverse and inclusive environment that drives innovation and leads to superior solutions. All qualified candidates will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other personal attributes.As a leading global digital marketing agency, Jellyfish combines technology, creativity, media, and data expertise to guide our clients on their digital journeys. Our dedication to diverse perspectives fuels our innovative strategies, which challenge the norm, redefine media activation, and craft impactful narratives for our global clientele. Join us in shaping a future where business growth and personal fulfillment coexist.Job DescriptionWe are seeking a dynamic individual to fill the role of Vice President of Client Management, reporting directly to the Country MD/EVP Client Management. The ideal candidate will possess a strong background in client management and act as a strategic partner to our clients. You will lead our teams in identifying client challenges, interpreting briefs, and delivering optimal agency solutions.In this role, you will cultivate and maintain high-level client relationships, ensuring alignment with their goals while fostering long-term partnerships. Your expertise in client management, financial oversight, and cross-functional leadership will be vital to Jellyfish's ongoing success and the development of new ideas. You will also play a key role in product development, marketing initiatives, and cross-department collaborations.Develop and oversee comprehensive client strategies to ensure sustained business growth and long-term success across a diverse portfolio of clients.Forge and nurture relationships with C-suite and senior decision-makers, both internally and externally, to drive client retention, satisfaction, and revenue growth.Direct the execution of client strategies, ensuring cohesive efforts across all teams to achieve shared objectives.Facilitate the activation of new products, market expansion, and increased client investment.Act as the primary point of escalation for client challenges, ensuring swift and effective resolution.Enhance processes, streamline workflows, and ensure consistency across client accounts.Collaborate with senior leadership to supervise key capabilities and initiatives.
At Jellyfish, we celebrate the unique differences that make each employee an asset to our team. Our mission is to empower every individual to realize their full potential and to enrich our collaborative environment with their distinct perspectives. As an equal opportunity employer, we are committed to fostering a diverse and inclusive workforce that stimulates innovation and leads to superior solutions. We welcome all qualified applicants, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other personal characteristics.Jellyfish is a forward-thinking global digital marketing agency, blending technology, creativity, and expertise in media and data to support our clients on their digital journeys. Our dedication to diverse viewpoints drives our innovative strategies, enabling us to challenge the status quo, revolutionize media activation, and craft compelling narratives for our global clientele. Join us in creating a future where business growth aligns with personal fulfillment.Capability OverviewThe Client Management team at Jellyfish holds strategic responsibility for client accounts, delivering top-tier service while identifying and pursuing new business opportunities. We ensure that potential opportunities are transformed into growth in alignment with our agency's strategic vision. Our team possesses profound industry knowledge and builds robust relationships with clients at all levels, understanding their marketing and business challenges, and taking a long-term approach to how Jellyfish can assist in resolving these issues.Nothing that enters Jellyfish should come as a surprise to the Client Management team; all communications to clients must be acknowledged, either explicitly or implicitly, by our team. The client lead acts as the 'CEO' of a mini-business within Jellyfish, exhibiting brilliance and strategic insight, exemplifying our commitment to prioritizing clients while nurturing our team members with career development opportunities leading to hub, country, and agency leadership roles.Job DescriptionAs the Vice President of Client Management (Creative), you will oversee client satisfaction, cultivate relationships, and drive profitable growth. This role demands a strategic leader with in-depth client management expertise who comprehensively understands clients' businesses, guiding a cross-functional team to deliver exceptional content while proactively addressing challenges.
Role overview jobgether is seeking a Remote Client Relations Manager based in New York. The position centers on building lasting partnerships with clients, ensuring their satisfaction, and supporting the success of their accounts. What you will do Develop and nurture relationships with clients, addressing their ongoing needs Collaborate with internal teams to understand client goals and coordinate solutions Monitor client satisfaction and respond to concerns in a timely manner Support strategies that drive client engagement and retention Help grow client accounts and contribute to the company’s overall progress Location This remote role is based in New York.
Full-time|$109.5K/yr - $148K/yr|On-site|New York, NY
InMobi Advertising is a pioneering technology leader dedicated to empowering marketers in seizing pivotal moments. Our cutting-edge advertising platform engages over 2 billion users across more than 150 countries, converting real-time contexts into strategic business results while upholding privacy-first principles. With the trust of over 30,000 brands and leading publishers, InMobi represents the intersection of intelligence, creativity, and accountability. By integrating lock screens, apps, TVs, and the open web with advanced AI and machine learning, we provide attentive engagement, precise personalization, and quantifiable results.Through Glance AI, we are revolutionizing AI Commerce, envisioning a future for e-commerce that emphasizes inspiration-driven discovery and shopping. Seamlessly integrating into everyday consumer technology, Glance AI turns every screen into a portal for immediate, personal, and delightful exploration. Covering a variety of categories from fashion, beauty, travel, and accessories to home décor and pets, Glance AI curates deeply personalized shopping experiences. Leveraging rich first-party data and unmatched consumer access, it taps into InMobi’s extensive global reach, insights, and targeting capabilities to craft impactful, performance-oriented shopping journeys for brands worldwide.Recognized as a Great Place to Work, and by MIT Technology Review, Fast Company’s Top 10 Innovators, among others, InMobi is a workplace where bold ideas lead to a global impact. Supported by renowned investors including SoftBank, Kleiner Perkins, and Sherpalo Ventures, InMobi boasts offices in San Mateo, New York, London, Singapore, Tokyo, Seoul, Jakarta, Bengaluru, and more.At InMobi Advertising, you will have the chance to influence how billions of users engage with content, commerce, and brands around the globe. For more information, visit www.inmobi.com.Role Overview:The Lead Client Growth Manager will become part of our rapidly growing Performance team in the Americas region—an innovative group at the cutting edge of the mobile in-app advertising industry. In an ever-evolving environment, this team provides differentiated, high-impact performance solutions powered by market-leading SKAN capabilities, one of the largest in-app mobile exchanges worldwide, and distinct advantages in...
As a Client Success Manager at Madhive, you will play a pivotal role in ensuring our clients achieve their desired outcomes using our innovative solutions. You will be responsible for building strong relationships with clients, understanding their goals, and providing tailored support to help them succeed. Your expertise will help clients navigate our platform effectively, driving their satisfaction and loyalty. Join us to make a significant impact on our clients' success stories!
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: ...
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.
About UsAt bkln, we are pioneering the future of tax-advantaged separately managed accounts (SMAs). Our innovative platform seamlessly integrates institutional-quality quantitative research, advanced technology, and personalized client support. Our mission is to offer tailored, tax-aware portfolios at scale.We seek not a traditional “relationship manager,” but rather an investment athlete who thrives at the intersection of clients, quantitative analysis, and technology — someone fluent in market dynamics, proficient in Python, and credible when engaging with sophisticated allocators.The RoleAs a Senior Client Portfolio Manager (CPM), you will convert quantitative insights into actionable client outcomes. Collaborating with portfolio managers, engineers, and customer success teams, you will customize portfolios, clarify performance and risk metrics, and contribute to a platform that is transforming wealth management. This high-visibility position entrusts you with the following responsibilities:- Serve as an ambassador for the SMA platform, engaging directly with clients and advisors.- Analyze portfolio data — including exposures, tax trades, drift, and risk — and present findings in an actionable manner.- Utilize Python for analyses, such as pulling time series data, diagnosing factor exposures, validating tax trades, and building quick diagnostic dashboards.- Collaborate with research and engineering teams to translate client requirements into product features and workflow enhancements.- Proactively monitor accounts for opportunities including tax-loss harvesting, transitions, customization, and compliance with restrictions.What We're Looking For- A minimum of 3 years of experience in asset management, wealth management, or investment consulting with direct client engagement.- In-depth knowledge of equity markets, factor risk, and tax-aware investing strategies.- Proficient in Python — while you need not be an engineer, you should be capable of manipulating data, conducting analyses, and effectively communicating with quantitative and technical teams.- Strong ability to switch contexts between technical details and client-focused narratives.- A proven track record of establishing trust and credibility with 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.
Full-time|$110K/yr - $150K/yr|On-site|New York, Philadelphia
Client Service Manager Location: New York, NY or Philadelphia, PA Company Overview: WithCoverage is revolutionizing the insurance brokerage industry through AI-driven risk management solutions tailored for today's economy. We collaborate with numerous high-growth, industry-defining companies, such as GoPuff, Eight Sleep, Bombas, Chomps, and Blank Street Coffee. Our clientele includes renowned consumer brands, leading hospitality firms, general contractors, advanced manufacturers, and next-gen defense contractors, all navigating complex risk landscapes and seeking a partner that can keep pace with their needs. By replacing outdated, fragmented brokerage systems with our proprietary technology, we have created a new category of elite risk advisors. Our in-house Agency Management System provides our team and AI agents complete transparency into policies, exposures, claims, billing, and commissions, enabling deep automation, informed decision-making, and an elevated standard of service. Founded by JD Ross (co-founder of Opendoor) and Max Brenner (formerly with Bain and Compound), we have successfully raised over $43 million from prominent investors including Sequoia, 8VC, Khosla Ventures, and Crystal Venture Partners. Our growth has exceeded 10x over the past year while maintaining positive cash flow, and we are just beginning to explore the vast opportunities ahead. Our ambition extends beyond merely improving brokerage services; we aim to redefine risk management across the economy. Why Join Us? Accelerated Growth: We’re expanding rapidly, offering you substantial opportunities to learn, lead, and influence your career trajectory as well as the future of the company. Impactful Work: We safeguard the world’s most innovative brands, including consumer icons, hospitality leaders, next-generation defense contractors, and American manufacturers. Industry Redefinition: The insurance sector is one of the largest and most stagnant markets. We’re rewriting the rulebook through proprietary technology, automation, and AI. Financial Incentives: We recruit top talent and invest in your development, which translates to competitive compensation, meaningful equity, and outstanding benefits. We firmly believe in promoting from within and provide a clear pathway for career advancement. About The Role: In this position, you will collaborate with Risk Advisors on an assigned portfolio, oversee daily service operations, and support a range of strategic client-facing initiatives.
Full-time|On-site|New York, New York, United States
As a Client Manager at SPS North America, you will play a pivotal role in fostering strong relationships with our clients, ensuring their satisfaction, and driving the success of our services. You will be responsible for understanding client needs, coordinating with internal teams, and delivering exceptional solutions that align with their goals. Your expert…
Full-time|$70K/yr - $70K/yr|On-site|New York, New York, United States
The Client Service Manager is pivotal in cultivating and maintaining Tier 3 client relationships while facilitating seamless delivery for Tier 2 accounts. This role requires adept management of communications, precise tracking of project deliverables, and the orchestration of an exemplary client experience from initial project kickoff to final delivery. The Manager collaborates closely with internal teams to clarify project briefs, ensuring clients remain informed and supported throughout every phase of engagement.Key ResponsibilitiesClient Strategy & Relationship ManagementOversee Tier 3 client accounts while supporting Tier 2 engagements under the guidance of Senior Managers.Serve as the primary contact for assigned clients, providing smooth day-to-day communications and proactive updates.Build strong client trust through responsiveness, organization, and a solutions-oriented approach, particularly during active project phases.Account Growth & Commercial DevelopmentIdentify opportunities for repeat business or additional services by understanding client needs and engagement history.Escalate growth opportunities to Senior Managers or Directors with context and relevant insights.Draft initial scopes and proposals for returning clients in collaboration with internal teams.Client Delivery GovernanceEnsure timely briefing, documentation, and tracking of deliverables.Conduct regular client check-ins during live projects to set clear expectations and share updates.Facilitate project debriefs and feedback loops to monitor satisfaction and alignment with delivery expectations.Cross-Functional CollaborationCollaborate with Project Managers to ensure clear communication of client briefs and adherence to project timelines.Proactively identify risks, delays, or client concerns and coordinate appropriate responses.Participate in project kickoff, midpoint, and wrap-up meetings as the Client Service representative.Team Leadership & Capability DevelopmentGuide Coordinators and junior team members on client interaction etiquette, documentation quality, and service mindset.Provide feedback to Senior Managers regarding process challenges and team development needs.Process & Tools OptimizationMaintain organized CRM records, project documentation, and communication logs consistently.Assist in the testing and rollout of new tools, templates, and workflows within the Client Service team.Document common client inquiries or challenges to support the development of Standard Operating Procedures (SOPs).Reporting, Feedback & Escalation ManagementKeep client satisfaction metrics and project feedback updated in HubSpot or other CRM platforms.Alert senior management to any significant issues affecting client relationships or project deliverables.
Role Overview Metergy Solutions is looking for a Client Success Manager based in New York, New York. This role centers on helping clients reach their goals using Metergy’s products and services. The Client Success Manager serves as the main contact for clients, guiding them from onboarding through ongoing support. What You Will Do Act as the primary point of contact for assigned clients Guide clients through onboarding and answer their questions Analyze client needs and develop tailored strategies to support their objectives Work closely with internal teams to optimize client outcomes Identify opportunities for upselling and recommend solutions Foster long-term client relationships and ensure satisfaction
Full-time|On-site|New York, New York, United States
As a Client Service Manager at SPS North America, you will play a pivotal role in ensuring our clients receive unparalleled service and support. Your expertise in client relationship management will be essential in nurturing long-term partnerships and enhancing client satisfaction. You will lead a team of dedicated professionals, guiding them to deliver exceptional service and meet our clients' needs effectively.
Join modernfi as a Manager of Strategic Client Solutions, where you will lead initiatives to foster long-term partnerships with our clients. You will be responsible for developing innovative solutions that align with our clients' goals while ensuring the highest level of service and satisfaction. Your strategic vision and expertise will drive our client relationships forward, making a tangible impact on our business growth.
OverviewAt Addition Wealth, we are dedicated to transforming financial health by ensuring that personalized financial expertise is both inclusive and accessible to all. By leveraging cutting-edge technology and forming impactful partnerships with leading companies and financial institutions, we empower individuals with sophisticated digital tools, a comprehensive knowledge hub, and access to top-tier financial professionals, enabling them to navigate their financial decisions with confidence. Our initiatives not only alleviate stress and enhance productivity but also revolutionize how individuals perceive and manage their finances.We are more than just another financial wellness platform; we are spearheading a revolution in financial decision-making. By harnessing technology, we aim to create seamless, impactful, and life-altering experiences. At Addition Wealth, you will have the opportunity to tackle complex challenges, stretch the limits of innovation, and develop tools that genuinely create a significant impact.Our efforts have garnered global recognition. Supported by prestigious fintech venture capitalists such as Barclays, Anthemis, and Nyca, Addition Wealth has been recognized as one of Business Insider’s 54 Promising Fintech Companies to Watch, received the UBS Female Founder Award in 2023, and was honored as a Top Innovator by the World Economic Forum. Our work has been featured in leading publications including Bloomberg, TechCrunch, Insider, and Forbes. Together, we are building something remarkable—and we are just getting started.About the RoleAddition Wealth seeks an Enterprise Client Strategy & Operations Manager to cultivate and enhance relationships with our key enterprise accounts. You will serve as a vital partner to our clients, facilitating user adoption, ensuring a seamless and impactful experience throughout the client journey, and fostering trust with stakeholders to drive sustainable growth. This role is both product-oriented and technical, allowing you to influence our product roadmap, oversee rollouts and implementations, and manage product quality assurance for specific features.If you excel in relationship management, technical product implementations, and prioritization, possess a passion for optimizing operational processes, and enjoy addressing complex client needs with a strategic and hands-on approach, we would love to hear from you. Success in this role hinges on being client-focused, detail-oriented, data-driven, and eager to contribute to our Enterprise business expansion.
Role overview Jobgether is looking for a Client Success Manager to join its team in a fully remote position based in New York. The main focus is on building and maintaining strong relationships with client partners. This position plays a key part in supporting the success of Jobgether’s mental health programs and involves frequent collaboration with colleagues across the company. What you will do Develop and nurture productive partnerships with clients Collaborate with internal teams to ensure mental health programs align with client needs Use strategic thinking and clear communication to enhance client experiences Support projects that benefit both the Client Success team and the broader organization Work environment This position is fully remote, providing flexibility and the opportunity to contribute to a mission focused on mental health impact.
Role overview Audigent, part of Experian, seeks a Client Success Manager for a hybrid role in New York. The focus of this position is to develop strong relationships with clients and help them gain the most value from Audigent’s services. Day-to-day, the Client Success Manager collaborates with clients to understand their goals and supports their ongoing success. What you will do Engage with clients to learn about their needs and objectives Help clients use Audigent’s services effectively Work to improve client satisfaction and encourage long-term partnerships Serve as a link between clients and internal teams Location This hybrid position is based in New York.
Nexxen develops data-driven advertising technology for advertisers, agencies, publishers, and broadcasters. The platform brings together a demand-side platform (DSP) and a supply-side platform (SSP), all linked by the Nexxen Data Platform. The company’s culture is built on customer centricity, curiosity, and collaboration without ego. The team values hustle, commitment, and creative problem-solving. Important: Nexxen does not ask for payment or promote financial schemes during hiring. For any suspicious job postings or communications, contact infosec@nexxen.com to confirm authenticity. Role overview The Client Success Manager, based in New York, leads managed service campaign management and oversees programmatic PMP deal execution. This position serves as the main contact for a portfolio of advertiser relationships, working to improve satisfaction, retention, and growth. What you will do Oversee campaign management and execution for managed service and programmatic PMP deals Act as the primary contact for assigned advertisers Use technical knowledge across Nexxen’s product suite, including SSP, DMP, and deal infrastructure Analyze account performance and suggest new solutions Participate in the RFP process and identify upsell opportunities through reporting and measurable results Work closely with Strategic Sales, Ad Operations, and Supply teams to ensure campaigns and deals are set up and optimized effectively
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.
At Jellyfish, we value the unique differences of our employees, believing they are our greatest assets. Our mission is to empower each member of our team to unlock their full potential and contribute their distinct viewpoints to foster a collaborative workplace. As an equal opportunity employer, we are committed to creating a diverse and inclusive environment that drives innovation and leads to superior solutions. All qualified candidates will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other personal attributes.As a leading global digital marketing agency, Jellyfish combines technology, creativity, media, and data expertise to guide our clients on their digital journeys. Our dedication to diverse perspectives fuels our innovative strategies, which challenge the norm, redefine media activation, and craft impactful narratives for our global clientele. Join us in shaping a future where business growth and personal fulfillment coexist.Job DescriptionWe are seeking a dynamic individual to fill the role of Vice President of Client Management, reporting directly to the Country MD/EVP Client Management. The ideal candidate will possess a strong background in client management and act as a strategic partner to our clients. You will lead our teams in identifying client challenges, interpreting briefs, and delivering optimal agency solutions.In this role, you will cultivate and maintain high-level client relationships, ensuring alignment with their goals while fostering long-term partnerships. Your expertise in client management, financial oversight, and cross-functional leadership will be vital to Jellyfish's ongoing success and the development of new ideas. You will also play a key role in product development, marketing initiatives, and cross-department collaborations.Develop and oversee comprehensive client strategies to ensure sustained business growth and long-term success across a diverse portfolio of clients.Forge and nurture relationships with C-suite and senior decision-makers, both internally and externally, to drive client retention, satisfaction, and revenue growth.Direct the execution of client strategies, ensuring cohesive efforts across all teams to achieve shared objectives.Facilitate the activation of new products, market expansion, and increased client investment.Act as the primary point of escalation for client challenges, ensuring swift and effective resolution.Enhance processes, streamline workflows, and ensure consistency across client accounts.Collaborate with senior leadership to supervise key capabilities and initiatives.
At Jellyfish, we celebrate the unique differences that make each employee an asset to our team. Our mission is to empower every individual to realize their full potential and to enrich our collaborative environment with their distinct perspectives. As an equal opportunity employer, we are committed to fostering a diverse and inclusive workforce that stimulates innovation and leads to superior solutions. We welcome all qualified applicants, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other personal characteristics.Jellyfish is a forward-thinking global digital marketing agency, blending technology, creativity, and expertise in media and data to support our clients on their digital journeys. Our dedication to diverse viewpoints drives our innovative strategies, enabling us to challenge the status quo, revolutionize media activation, and craft compelling narratives for our global clientele. Join us in creating a future where business growth aligns with personal fulfillment.Capability OverviewThe Client Management team at Jellyfish holds strategic responsibility for client accounts, delivering top-tier service while identifying and pursuing new business opportunities. We ensure that potential opportunities are transformed into growth in alignment with our agency's strategic vision. Our team possesses profound industry knowledge and builds robust relationships with clients at all levels, understanding their marketing and business challenges, and taking a long-term approach to how Jellyfish can assist in resolving these issues.Nothing that enters Jellyfish should come as a surprise to the Client Management team; all communications to clients must be acknowledged, either explicitly or implicitly, by our team. The client lead acts as the 'CEO' of a mini-business within Jellyfish, exhibiting brilliance and strategic insight, exemplifying our commitment to prioritizing clients while nurturing our team members with career development opportunities leading to hub, country, and agency leadership roles.Job DescriptionAs the Vice President of Client Management (Creative), you will oversee client satisfaction, cultivate relationships, and drive profitable growth. This role demands a strategic leader with in-depth client management expertise who comprehensively understands clients' businesses, guiding a cross-functional team to deliver exceptional content while proactively addressing challenges.
Role overview jobgether is seeking a Remote Client Relations Manager based in New York. The position centers on building lasting partnerships with clients, ensuring their satisfaction, and supporting the success of their accounts. What you will do Develop and nurture relationships with clients, addressing their ongoing needs Collaborate with internal teams to understand client goals and coordinate solutions Monitor client satisfaction and respond to concerns in a timely manner Support strategies that drive client engagement and retention Help grow client accounts and contribute to the company’s overall progress Location This remote role is based in New York.
Full-time|$109.5K/yr - $148K/yr|On-site|New York, NY
InMobi Advertising is a pioneering technology leader dedicated to empowering marketers in seizing pivotal moments. Our cutting-edge advertising platform engages over 2 billion users across more than 150 countries, converting real-time contexts into strategic business results while upholding privacy-first principles. With the trust of over 30,000 brands and leading publishers, InMobi represents the intersection of intelligence, creativity, and accountability. By integrating lock screens, apps, TVs, and the open web with advanced AI and machine learning, we provide attentive engagement, precise personalization, and quantifiable results.Through Glance AI, we are revolutionizing AI Commerce, envisioning a future for e-commerce that emphasizes inspiration-driven discovery and shopping. Seamlessly integrating into everyday consumer technology, Glance AI turns every screen into a portal for immediate, personal, and delightful exploration. Covering a variety of categories from fashion, beauty, travel, and accessories to home décor and pets, Glance AI curates deeply personalized shopping experiences. Leveraging rich first-party data and unmatched consumer access, it taps into InMobi’s extensive global reach, insights, and targeting capabilities to craft impactful, performance-oriented shopping journeys for brands worldwide.Recognized as a Great Place to Work, and by MIT Technology Review, Fast Company’s Top 10 Innovators, among others, InMobi is a workplace where bold ideas lead to a global impact. Supported by renowned investors including SoftBank, Kleiner Perkins, and Sherpalo Ventures, InMobi boasts offices in San Mateo, New York, London, Singapore, Tokyo, Seoul, Jakarta, Bengaluru, and more.At InMobi Advertising, you will have the chance to influence how billions of users engage with content, commerce, and brands around the globe. For more information, visit www.inmobi.com.Role Overview:The Lead Client Growth Manager will become part of our rapidly growing Performance team in the Americas region—an innovative group at the cutting edge of the mobile in-app advertising industry. In an ever-evolving environment, this team provides differentiated, high-impact performance solutions powered by market-leading SKAN capabilities, one of the largest in-app mobile exchanges worldwide, and distinct advantages in...
As a Client Success Manager at Madhive, you will play a pivotal role in ensuring our clients achieve their desired outcomes using our innovative solutions. You will be responsible for building strong relationships with clients, understanding their goals, and providing tailored support to help them succeed. Your expertise will help clients navigate our platform effectively, driving their satisfaction and loyalty. Join us to make a significant impact on our clients' success stories!
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: ...
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.
About UsAt bkln, we are pioneering the future of tax-advantaged separately managed accounts (SMAs). Our innovative platform seamlessly integrates institutional-quality quantitative research, advanced technology, and personalized client support. Our mission is to offer tailored, tax-aware portfolios at scale.We seek not a traditional “relationship manager,” but rather an investment athlete who thrives at the intersection of clients, quantitative analysis, and technology — someone fluent in market dynamics, proficient in Python, and credible when engaging with sophisticated allocators.The RoleAs a Senior Client Portfolio Manager (CPM), you will convert quantitative insights into actionable client outcomes. Collaborating with portfolio managers, engineers, and customer success teams, you will customize portfolios, clarify performance and risk metrics, and contribute to a platform that is transforming wealth management. This high-visibility position entrusts you with the following responsibilities:- Serve as an ambassador for the SMA platform, engaging directly with clients and advisors.- Analyze portfolio data — including exposures, tax trades, drift, and risk — and present findings in an actionable manner.- Utilize Python for analyses, such as pulling time series data, diagnosing factor exposures, validating tax trades, and building quick diagnostic dashboards.- Collaborate with research and engineering teams to translate client requirements into product features and workflow enhancements.- Proactively monitor accounts for opportunities including tax-loss harvesting, transitions, customization, and compliance with restrictions.What We're Looking For- A minimum of 3 years of experience in asset management, wealth management, or investment consulting with direct client engagement.- In-depth knowledge of equity markets, factor risk, and tax-aware investing strategies.- Proficient in Python — while you need not be an engineer, you should be capable of manipulating data, conducting analyses, and effectively communicating with quantitative and technical teams.- Strong ability to switch contexts between technical details and client-focused narratives.- A proven track record of establishing trust and credibility with 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.
Full-time|$110K/yr - $150K/yr|On-site|New York, Philadelphia
Client Service Manager Location: New York, NY or Philadelphia, PA Company Overview: WithCoverage is revolutionizing the insurance brokerage industry through AI-driven risk management solutions tailored for today's economy. We collaborate with numerous high-growth, industry-defining companies, such as GoPuff, Eight Sleep, Bombas, Chomps, and Blank Street Coffee. Our clientele includes renowned consumer brands, leading hospitality firms, general contractors, advanced manufacturers, and next-gen defense contractors, all navigating complex risk landscapes and seeking a partner that can keep pace with their needs. By replacing outdated, fragmented brokerage systems with our proprietary technology, we have created a new category of elite risk advisors. Our in-house Agency Management System provides our team and AI agents complete transparency into policies, exposures, claims, billing, and commissions, enabling deep automation, informed decision-making, and an elevated standard of service. Founded by JD Ross (co-founder of Opendoor) and Max Brenner (formerly with Bain and Compound), we have successfully raised over $43 million from prominent investors including Sequoia, 8VC, Khosla Ventures, and Crystal Venture Partners. Our growth has exceeded 10x over the past year while maintaining positive cash flow, and we are just beginning to explore the vast opportunities ahead. Our ambition extends beyond merely improving brokerage services; we aim to redefine risk management across the economy. Why Join Us? Accelerated Growth: We’re expanding rapidly, offering you substantial opportunities to learn, lead, and influence your career trajectory as well as the future of the company. Impactful Work: We safeguard the world’s most innovative brands, including consumer icons, hospitality leaders, next-generation defense contractors, and American manufacturers. Industry Redefinition: The insurance sector is one of the largest and most stagnant markets. We’re rewriting the rulebook through proprietary technology, automation, and AI. Financial Incentives: We recruit top talent and invest in your development, which translates to competitive compensation, meaningful equity, and outstanding benefits. We firmly believe in promoting from within and provide a clear pathway for career advancement. About The Role: In this position, you will collaborate with Risk Advisors on an assigned portfolio, oversee daily service operations, and support a range of strategic client-facing initiatives.