Senior Client Solutions Engineer at Omnea | New York

Our MissionAt Omnea, we’re revolutionizing enterprise operations by addressing the most challenging aspects of procurement. This often cumbersome process can involve numerous emails, and collaboration across Finance, Legal, Security, and IT departments just to approve a single purchase.We have successfully secured $75 million from Khosla Ventures, Insight Pa…

Client Services Overview:At R&T Deposit Solutions, our Client Services team is instrumental in delivering an outstanding client experience from the initial onboarding phase through ongoing support. Our focus is on client success management, technical integrations, and swiftly addressing inquiries. We collaborate closely with Product, IT, and Relationship Management teams to enhance client satisfaction and operational efficiency. By centralizing our support, implementation, and client success functions, we empower our clients to leverage the full potential of R&T’s innovative solutions.Position Overview:The Client Services Intern will engage in a dynamic learning experience within the financial technology sector, focusing on client support and process enhancement initiatives. This role provides insight into core client service functions, including onboarding processes, support triaging, and best practices in client account management. The intern will also play a vital role in process improvement projects, client experience evaluations, and documentation efforts aimed at boosting operational efficiency and service quality. This opportunity is perfect for students keen on exploring the fintech and financial services landscape.Key Responsibilities:Assist in managing client inquiries and support requests.Contribute to the onboarding process for new clients.Participate in analyzing and improving client experience.Support documentation and process improvement initiatives.Collaborate with team members on various projects to enhance service delivery.

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: ...

At Engine by Starling, we are dedicated to collaborating with forward-thinking banks globally that aspire to build rapidly growing businesses using our innovative technology.Engine operates as Starling's software-as-a-service (SaaS) platform, originally designed to propel Starling's success, now exists as an independent entity.Starling has enjoyed remarkable growth and success, largely due to our commitment to developing a modern technological framework from the ground up. This SaaS platform is now accessible to banks and financial institutions worldwide, allowing them to leverage the advanced digital features and streamlined back-office processes that have contributed to Starling's achievements.We are eager to partner with pioneering banks globally to foster rapid business growth through our technology. We invite dynamic leaders to join our team, cultivate client relationships, and collaborate with clients to identify their needs and how Engine’s technology can address them.About Engine by StarlingEngine by Starling is revolutionizing the banking industry with our state-of-the-art core banking software. Initially developed to support Starling, our cloud-based SaaS platform now empowers banks and financial institutions worldwide to modernize their operations and provide exceptional digital banking experiences.Our headquarters is in London, with additional offices in Dublin, Sydney, and Dubai. We have recently expanded into North America, establishing an East Coast HQ and increasing our presence in Canada.This position will ideally be based in the New York metropolitan area, with a preference for candidates within a commutable distance. Other East Coast locations may be considered, and the role will require national and international travel.About the RoleWe are in search of an entrepreneurial and adaptable leader to help define and execute Engine’s product strategy for the U.S. market. You will play a crucial role in shaping Engine’s growth in North America, expanding our client base, and collaborating closely with Product Management and Engineering to enhance Engine’s product roadmap to support these clients.The Product Director will be an integral member of the North America leadership team, closely collaborating with our President (North America) and Engine’s global Client Solutions leadership. This individual will spearhead efforts to customize our solutions for the U.S. (priority) and Canadian markets, overseeing client programs from initial discovery through implementation.

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.

COMPANY OVERVIEWKKR & Co. Inc. is a distinguished global investment firm that specializes in alternative asset management, capital markets, and comprehensive insurance solutions. Our mission is to generate robust investment returns through a patient and disciplined investment philosophy, leveraging top-tier talent, and fostering growth across our portfolio companies and communities. We manage investment funds that encompass private equity, credit, and real assets, while also partnering strategically with hedge fund managers. Our insurance subsidiaries, operating under the Global Atlantic Financial Group, provide a range of retirement, life, and reinsurance products.TEAM OVERVIEWAs part of KKR’s expansive Insurance platform, the Global Insurance Client Solutions (GICS) team is dedicated to establishing multi-faceted, senior-level relationships with insurance firms worldwide. Our team strives to enhance client value by delivering fully integrated balance sheet solutions that fuse KKR’s premier asset origination capabilities, extensive capital markets access, and expertise in strategic capital deployment. We specialize in liability structuring solutions and offer valuable insights into global regulatory frameworks, asset allocation, portfolio construction, and Asset-Liability Management (ALM). Our goal is to craft tailored solutions that empower clients in executing their strategic initiatives while advancing KKR’s objectives.POSITION SUMMARYThe GICS team is seeking to onboard an Associate in New York. This role will encompass a variety of responsibilities primarily centered on liability origination, including the identification, assessment, and implementation of reinsurance and capital solutions opportunities. These solutions may encompass flow reinsurance, block reinsurance, and other customized offerings, including product development and Defined Contribution market strategies.The selected candidate will collaborate closely with team members and various leadership within KKR, including (i) insurance investment specialists within GICS to enhance client connectivity, (ii) reinsurance pricing and deal teams to assess and finalize liability transactions, (iii) Insurance-Funded Product Strategies to aid in structuring and executing third-party capital vehicles, and (iv) legal, finance, and operations professionals to navigate pre and post-deal execution matters. Core responsibilities will involve developing and updating product pitch materials, crafting customized strategic proposals, addressing client inquiries, and facilitating the execution of reinsurance transactions.

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.

COMPANY OVERVIEWKKR is a premier global investment firm specializing in alternative asset management, capital markets, and insurance solutions. Our mission is to deliver attractive investment returns through a disciplined approach, world-class talent, and a commitment to nurturing growth in our portfolio companies and communities. We manage investment funds that focus on private equity, credit, and real assets, with strategic partnerships overseeing hedge funds. Our insurance subsidiaries provide retirement, life, and reinsurance products managed by Global Atlantic Financial Group. Please note that references to KKR's investments may encompass activities of its sponsored funds and insurance affiliates.TEAM OVERVIEWThe Global Client Solutions Group ("KCS") serves as KKR's dedicated investor solutions team, previously known as the Client and Partner Group (CPG). Established in 2009, KCS focuses on fostering relationships with both current and prospective investors. Within KCS, the Private Equity Product Strategies team collaborates closely with KKR's Private Equity platform to provide ongoing support to Limited Partners, including fund raising, marketing, and structuring. This team engages with investment professionals to gain insights into the current portfolio, deal pipeline, and market trends. Additionally, they are involved in fundraising initiatives, overseeing a rigorous diligence process that often requires technical expertise, and handling requests that can be numerous and complex. Other responsibilities include preparing quarterly presentations, updating marketing materials, and drafting communications to convey intricate topics to diverse audiences.POSITION SUMMARYKKR’s Product Strategy Team within KCS is seeking an Analyst/Associate to join our New York office. This role will involve engaging across all of KKR’s investment strategies in two main capacities: 1) enhancing relationships with investors and representing KKR products to attract new capital, and 2) managing the internal fundraising processes, which includes product structuring, developing marketing materials, ongoing reporting, building prospective investor pipelines, and addressing client-specific requests and projects while coordinating team efforts.

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.

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).

Tabs seeks a Customer Success Manager for Accounting Solutions based in New York City, NY. This role acts as the primary point of contact for clients using Tabs’ accounting software, working to ensure each customer gains real value from the platform. Key Responsibilities Guide clients step by step through onboarding and initial setup of Tabs’ accounting tools. Provide ongoing support, addressing questions and troubleshooting issues as they arise. Develop and maintain strong relationships to better understand each customer’s needs. Assist clients in making the most of the software as their businesses evolve and grow.

Join Engine by Starling, where we are committed to collaborating with prominent banks worldwide that aspire to leverage our technology for rapid business growth.Engine, a division of Starling Bank, operates as a software-as-a-service (SaaS) provider, having evolved from the technology initially built to support Starling's operations. Our independent SaaS platform empowers banks and financial institutions globally, allowing them to access innovative digital features and streamline back-office processes, essential for achieving significant growth.As we expand our presence in North America, we are on the lookout for visionary leaders to join our team, nurture client relationships, and tailor our solutions to meet their needs.About Engine by StarlingEngine by Starling is revolutionizing the banking sector with our state-of-the-art core banking software. Our cloud-native SaaS platform, originally designed for Starling, now enables banks and financial institutions to modernize their operations and provide superior digital banking experiences.Headquartered in London with additional offices in Dublin, Sydney, and Dubai, we have recently established our East Coast headquarters in New York and expanded into Canada.Role OverviewWe are in search of an entrepreneurial and dynamic leader to spearhead the localization and implementation of Engine’s platform with North American clients. Your role will involve offering guidance on Engine’s capabilities, shaping our product for entry into the U.S. market, and playing a crucial part in Engine’s North American growth. You will contribute to expanding our client base in the region and collaborate closely with Product Management and Engineering teams to influence Engine’s product roadmap effectively.The Client Solutions Director will be an integral member of the North America leadership team, partnering with our President and global Client Solutions leadership to drive success.

About UsAt Office Hours, we are a leading on-demand expert network that connects top-tier organizations with trusted experts across various fields of knowledge. Our experts benefit from monetizing their expertise through advisory roles, projects, and AI model training. We take care of the complex processes behind the scenes—such as screening, compliance, scheduling, and payment—allowing knowledge sharing to focus on delivering impactful insights.As a rapidly growing and profitable company, we are expanding our expert network and launching innovative products and offices, with our headquarters in San Francisco and additional locations in Brooklyn and Bangalore. Our clientele includes some of the fastest-growing names in digital health, technology, investment, consulting, and AI Labs, all supported by leading marketplace investors and operators from companies like DoorDash, Airbnb, and Affirm.Our VisionWe believe that human knowledge is the world’s most valuable asset. Despite our interconnectedness, much of this knowledge remains untapped and underutilized. Our mission is to make human knowledge easily accessible and scalable by crafting tools for the knowledge economy of the future.Role OverviewAs a Client Solutions Associate, you will be at the forefront of connecting our clients with the right experts. You will play a crucial role in expanding our network and enhancing our impact by facilitating qualitative interviews between clients and subject matter experts.This dynamic role demands a proactive approach and adaptability, with each day presenting new challenges. Strong client communication skills are essential as you work to refine processes that improve our service quality. Collaborating closely with our product and engineering teams, you will help translate client feedback into actionable product enhancements.We seek individuals who are eager to embrace the challenges and rewards of business growth while fostering a loyal user base.Key ResponsibilitiesAs a Client Solutions Associate, you can expect to engage in the following:Client-Expert Connections: Identify and match experts to clients for research interviews, maintaining ongoing communication to ensure successful connections and high client satisfaction.Project Management: Oversee your clients' research projects, ensuring they meet deadlines and quality standards.

Role Overview Metergy Solutions is hiring a Senior Manager of Client Success for Key Accounts in New York, New York. This role focuses on strengthening relationships with major clients and guiding a team to deliver outstanding service. The Senior Manager will work to increase client satisfaction and retention across key accounts. What You Will Do Lead and support a team dedicated to client success for high-value accounts Build and maintain strong relationships with key clients Ensure clients receive prompt, high-quality service Drive initiatives that improve client satisfaction and retention Who We’re Looking For Strategic thinker with a background in client management Experience leading teams in a client-facing environment Motivated by delivering measurable results for clients

About Metergy Solutions, LLC. (“Metergy”)Metergy Solutions is a dynamic technology company that combines the energetic spirit of a startup with the stability of a 45-year proven track record. We are dedicated to significantly reducing carbon emissions through innovative technology solutions. This role presents a unique opportunity to be part of a pioneering company. As a leader in submetering services across North America, Metergy has provided comprehensive solutions to our clients for over four decades. We specialize in supplying, installing, and remotely reading meters that monitor individual consumption of electricity, water, gas, and thermal energy in multi-residential and commercial settings, while managing billing and collection for these services. Our business model ensures sustainable, long-term revenue through our cutting-edge Submetering as a Service (SaaS) platform. By implementing submetering, we help clients achieve a 40% decrease in energy consumption, thereby supporting their decarbonization goals. This success has empowered us to issue green bonds and access green financing. Ranked as the top submeter provider in New York and Canada, and one of the largest in North America, Metergy boasts over 900,000 contracted meters, processes more than 4 million utility bills annually, and employs over 500 dedicated professionals. As a portfolio company of Brookfield Infrastructure Partners, one of the world's foremost investors in infrastructure assets, we benefit from significant capital resources and expertise in infrastructure investment.Our Mission We strive to deliver precise and trustworthy utility consumption data to building owners and occupants through our industry-leading expertise in submetering and billing, all while cultivating a workplace where our team members are inspired and empowered to make a positive impact.At Metergy, we are passionate about our people and their growth. Recognized as a Great Place to Work for two consecutive years, this accolade reflects our commitment to fostering a respectful, inclusive, and high-performing work environment.Join our dedicated team where passion drives results.

About General AtlanticGeneral Atlantic is a premier global investor, boasting over 45 years of expertise in delivering capital and strategic support to more than 830 companies globally. Founded in 1980, we remain a committed partner to visionary founders and investors aiming to cultivate dynamic enterprises that create lasting value. Fueled by the belief that entrepreneurs can be transformative agents of change, we adopt a collaborative global approach, leveraging sector-specific knowledge, a long-term investment perspective, and deep insights into growth drivers to partner with and scale innovative businesses worldwide. Our firm utilizes patient capital, operational acumen, and a global network to bolster a diversified investment portfolio encompassing Growth Equity, Credit, Climate, and Sustainable Infrastructure strategies. As of December 31, 2025, General Atlantic oversees approximately $123 billion in assets under management, with a workforce of over 900 professionals across 20 countries and five regions. For further details about General Atlantic, please visit: www.generalatlantic.com.Position SummaryThe Capital Solutions team at General Atlantic is dedicated to promoting the firm’s global investment strategies to institutional and private wealth investors around the world. This team oversees all dimensions of client coverage and the fundraising process, fostering relationships with both existing and potential investors.We are seeking a highly skilled Associate to join our Private Wealth Capital Solutions team located in New York. This role will focus on supporting financial advisor relationships across a designated U.S. region. The Client Coverage Associate will collaborate closely with regional Client Coverage leads to engage financial advisors within private bank and wirehouse wealth management platforms, offering proactive sales and client service support to enhance fundraising efforts and strengthen relationships with advisors across General Atlantic’s Growth Equity, Climate, Infrastructure, and Credit strategies in their designated territory. The successful candidate will work in tandem with senior members of General Atlantic’s global Capital Solutions team while partnering with colleagues throughout the firm to design and implement scalable fundraising initiatives, financial advisor engagement strategies, and client service programs within the private wealth sector.

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