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<h3>Job Description</h3>
Job DescriptionOur Company
Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes.&nbsp;
Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch.
Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes.&nbsp;
We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale.
Client Implementation Manager
We’re hiring a Client Implementation Manager on our Operations team to build a high-performing team and deliver enterprise implementations. In this role, you will own high-visibility projects end to end, develop talent through clear goals and coaching, and drive cross-functional alignment to deliver measurable client impact.
What You'll Do:
<ul>
<li>
Lead and develop a team of Client Implementation Specialists and Operations Associates. Set clear goals, coach for performance, and foster a collaborative, high-achieving culture.
</li>
<li>
Implement Arch for large enterprise clients. Coordinate with internal stakeholders and client teams to tailor deployments to client objectives.
</li>
<li>
Partner closely with Sales, Product, and Support teams to ensure alignment on client requirements, product capabilities, and project deliverables. Act as the connective tissue across teams to keep work unblocked and outcomes on track.
</li>
<li>
Drive continuous improvement. Identify opportunities for automation, process optimization, and best practices that increase efficiency and client satisfaction.
</li>
<li>
Build and manage project plans that translate client needs and timelines into clear milestones, and ensure on-time, high-quality delivery.
</li>
<li>
Champion the client's voice. Build relationships with key stakeholders and provide exceptional service throughout implementation.
</li>
<li>
Institutionalize learnings. Convert implementation insights into updated policies, procedures, and playbooks, and document them for future teams.
</li>
</ul>
What we’re looking for
<ul>
<li>
1 - 3+ years of people management experience.
</li>
<li>
3+ years of proven experience in project management and or software implementation.
</li>
<li>
A leadership mindset and appetite to shape outcomes in a growing company.
</li>
<li>
Excellent communication skills and the ability to build trust with senior stakeholders.
</li>
<li>
Experience thriving in high-volume or high-growth environments.
</li>
<li>
Comfort with ambiguity and a bias for action. You make sound calls and keep momentum.
</li>
<li>
Advanced Excel skills for analysis, tracking, and reporting.
</li>
</ul>
Bonus points if you have:
<ul>
<li>
Familiarity with the alternative investment ecosystem and the mechanics of investing in private equity, hedge funds, or private companies.
</li>
<li>
Background in private banking, investment management, or a related field.
</li>
<li>
Working knowledge of SQL for querying and troubleshooting data.
</li>
</ul>
A Note about us:
All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients.
We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace.
Some perks of working for Arch include:
<ul>
<li>
Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly.
</li>
<li>
Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning.
</li>
<li>
Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth.&nbsp;&nbsp;
</li>
<li>
Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help.
</li>
<li>
Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters).
</li>
<li>
Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal.
</li>
</ul>
Compensation Range: $115K - $140K

Client Implementation Manager

<h3>Job Description</h3>
Job DescriptionTSC isn’t your average marketing agency. We’re here to redefine what marketing means for technology companies. Our approach challenges conventions and creates defining moments. We’re skeptical of the status quo and prefer a work environment that reflects our innovative, hard-working spirit. Our clients come to us because we don’t just follow trends; we set them. They choose us over big-brand agencies because of our deep knowledge of the Work Tech industry and our ability to immerse ourselves in cutting-edge strategies and dynamic client experiences. In the Client Success Manager role, you’ll be part of a team that breaks the mold. Expect to dive into client strategies on a Monday, create transformative project roadmaps on a Tuesday, lead strategic sessions on a Wednesday, and develop scopes and custom ChatGPTs on a Thursday. One day you might be defining high-level strategies, and the next, you’ll be executing tasks that push boundaries. Our organization doesn’t adhere to traditional departments or silos – we thrive on flexibility and cross-functional teamwork. We’re looking for imaginative, savvy, and energetic individuals who can: &nbsp;Innovate like a forward-thinking consultant&nbsp;Strategize with the insight of a CMO&nbsp;Create exceptional client experiences with the finesse of a seasoned account executive&nbsp;Dive into diverse tasks and embrace new challenges with enthusiasm If you’re excited by terms like marketing strategy and customer experiences, and if you’re passionate about solving the root cause of issues, you’ll fit right in. We value creativity and a big-picture perspective, so if this resonates with your career aspirations or the experience you’re seeking, let’s talk. P.S. We have an office in Fort Worth, but people can work wherever they want (on-site or remotely) forever. All work happens in the cloud, so the remote experience is the same as the on-site experience. Plus, we value in-person interactions and collaboration so we constantly look for those opportunities.&nbsp; Qualifications
<ul>
<li>1-2 years of marketing and/or client success experience&nbsp;</li>
<li>Geeky&nbsp;</li>
<li>Quirky&nbsp;</li>
<li>Funny</li>
<li>Brilliant&nbsp;</li>
<li>Smart</li>
<li>Fun</li>
<li>Creative</li>
<li>Optimistic</li>
<li>Embraces change</li>
<li>Intrinsically motivated</li>
<li>High situational awareness</li>
<li>Obsessive learner</li>
<li>Mentally flexible</li>
<li>Humble</li>
<li>Hard worker</li>
<li>Confident speaker</li>
<li>Energized by goals</li>
</ul>
Skills
<ul>
<li>Marketing strategy</li>
<li>Time management</li>
<li>Project &amp; budget management</li>
<li>Client management &amp; growth</li>
<li>Active listening</li>
<li>Excellent writing</li>
<li>Quick writing</li>
<li>Business acumen</li>
<li>Consultative and interpersonal skills</li>
<li>Facilitation and presentation skills</li>
<li>Analytical thinking and problem-solving</li>
<li>Creative thinking</li>
<li>Confident decision making</li>
</ul>
Let’s create amazing things together.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Client Success Manager

<h3>Job Description</h3>
Job DescriptionLuxury Presence is the leading digital platform revolutionizing the real estate industry for agents, teams, and brokerages. Our award-winning websites, cutting-edge marketing solutions, and AI-powered mobile platform empower real estate professionals to grow their business, operate more efficiently, and deliver exceptional service to their clients. Trusted by over 80,000 real estate professionals, including 31 of the nation’s 100 top-performing agents as published in the Wall Street Journal, Luxury Presence continues to set the standard for innovation and excellence in real estate technology. We’re looking for a Manager, Client Success to join our talented and growing team. In this role, you’ll be responsible for leading and developing a team of Client Success Managers who own the success, satisfaction, and retention of some of the top real estate agents in the industry. You’ll drive strategy, oversee day-to-day execution, and ensure that every client interaction strengthens relationships and business outcomes. This is an exciting opportunity for someone who thrives in people leadership, is client-centric, and has a passion for process improvement and operational excellence. As a Manager, you’ll multiply the team’s success by combining coaching and mentoring with strategy and execution, ensuring both your team and our clients achieve their goals.Essential Functions
<ul>
<li>Team Leadership &amp; Development: Hire, coach, and mentor a high-performing team of Client Success Managers. Foster accountability, celebrate wins, and build a culture of inclusion, feedback, and results</li>
<li>Client Success Strategy: Drive strategies that improve client satisfaction, retention, and expansion. Support client escalations while empowering CSMs to manage challenges effectively</li>
<li>Operational Excellence: Streamline processes, tools, and workflows to enable consistent delivery of client outcomes. Lead projects that enhance team efficiency and scale performance</li>
<li>Training &amp; Enablement: Provide onboarding and ongoing development opportunities for CSMs to maintain high standards of client service and client-first practices</li>
<li>Data-Driven Insights: Leverage NPS, CSAT, GRR, and other metrics to identify trends, inform strategy, and provide leadership with transparency into team performance</li>
<li>Collaboration &amp; Communication: Partner with cross-functional teams—including Sales, Product, Marketing, and SEO—to ensure integrated client strategies and align on priorities</li>
<li>Change Leadership: Guide the team through organizational or process changes, ensuring smooth adoption and minimal disruption to client service</li>
<li>Retention &amp; Growth: Partner with CSMs to drive renewal and upsell strategies, joining client calls as needed to expand client value, secure revenue growth, and maintain trust</li>
</ul>
You’re gifted at
<ul>
<li>Inspiring and developing top performers through fair, transparent, and accountable leadership</li>
<li>Building strong client relationships and preventing or resolving escalations with ease</li>
<li>Driving collaborative strategies that improve both client and team outcomes</li>
<li>Owning projects with autonomy while knowing when to ask for support</li>
<li>Thriving in a fast-paced, evolving environment</li>
</ul>
You have
<ul>
<li>2-4 years of experience managing a team, ideally within SaaS, technology, or marketing services</li>
<li>5+ years of direct client-facing experience with a proven record of driving retention and expansion</li>
<li>Strong knowledge of digital marketing strategy, including paid advertising, social media, content, and SEO</li>
<li>Proficiency in CRM and project management tools, with a track record of implementing process improvements (Salesforce experience a plus)</li>
<li>Excellent communication skills, with the ability to influence clients, teammates, and executives</li>
</ul>
You are
<ul>
<li>A client advocate who ensures client success and satisfaction remain top priorities</li>
<li>A multiplier who elevates the performance of those around you</li>
<li>Collaborative, empathetic, and focused on building a positive, high-performing culture</li>
<li>Analytical and process-oriented, always seeking opportunities to optimize and scale success</li>
<li>Resourceful and action-oriented, balancing big-picture strategy with hands-on problem solving</li>
<li>Located in Austin, TX&nbsp; and able to work 4 days a week in office as a part of our Hybrid team</li>
</ul>
Plus 20% performance bonus + stock options + full benefits + flex PTOJoin us in shaping the future of real estate The real estate industry is in the midst of a seismic shift, and the future belongs to those who break new ground. As one of the fastest-growing companies in the proptech and marketing sectors, Luxury Presence challenges the status quo of what technology can do for real estate agents, leaders, and brokerages. We’re a team of agile and tenacious innovators working collaboratively to drive the industry forward. Together, we build game-changing products that empower modern real estate entrepreneurs to dominate their markets. From award-winning web design to agile SEO solutions to cutting-edge AI tools, we deliver tech that anticipates market shifts and keeps our clients ahead of their competition. Founded in 2016 by Stanford Business School alum Malte Kramer, Luxury Presence has grown to a global team ranked on the Inc. 5000 fastest-growing companies list three years in a row. We’re backed by world-class investors, including Bessemer Venture Partners, Toba Capital, and Switch Ventures, and have raised $52.6 million to date. More than 15,000 real estate businesses rely on our platform, including 31 of the RealTrends top 100 agents featured in The Wall Street Journal. Additionally, many of the industry’s most powerful brokerages — including Compass, Coldwell Banker, and Sotheby’s International Realty — rely on Luxury Presence as a trusted business partner. Every year since 2020, Luxury Presence has ranked on BuiltIn’s Best Place to Work lists. HousingWire named our founder and CEO a 2024 Tech Trendsetter, we’ve received several Tech100 Awards, and our lead nurturing tool just scored an Inman Innovation Award for Best AI-Powered Platform. Luxury Presence is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Manager, Client Success

<h3>Job Description</h3>
Job DescriptionAbout GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018.&nbsp;GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The Client Support Manager works with installers on our platform to ensure we’re delivering the best customer experience possible. The CSM will leverage “Big Data“ to identify areas of improvement with their Installers and collectively work together on improving the customer experience. Additional duties such as &nbsp;Installer audits and pipeline management help to ensure customer expectations and GoodLeap standards are being met. We strive to be a reliable and trustworthy ally that always delivers for both our customers and installers. Focusing on improving the customer experience and being a dependable teammate helps us live out our mantra of “finance made friendly“.Essential Job Duties and Responsibilities
<ul>
<li>Provide our customers with world-class customer service. Help resolve questions or concerns.</li>
<li>Strategically partner with installers on ways to improve the customer experience. Be a supportive and collaborative partner our installers can rely on.&nbsp;&nbsp;</li>
<li>Effectively manage a pipeline of projects to completion</li>
<li>Conduct collaborative investigations into possible fraudulent or suspicious activities&nbsp;&nbsp;</li>
<li>Analyze data and spot trends</li>
<li>Conduct monthly partner due diligence checks</li>
</ul>
Required Skills, Knowledge and Abilities
<ul>
<li>Strong ability to multi-task</li>
<li>Ability to work independently</li>
<li>Effectively interact with high profile partners</li>
<li>Excellent written and verbal communication skills</li>
<li>Knowledge in solar, mortgage and finance</li>
<li>Ability to manage projects from start to finish</li>
<li>Diligent record keeping</li>
<li>Superior customer service skills</li>
<li>Proficient with Excel and analyzing data</li>
</ul>
Compensation: $21/hr Additional Information Regarding Job Duties and Job Descriptions: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you!&nbsp; Apply today! We are committed to protecting your privacy. To learn more about how we collect, use, and safeguard your personal information during the application process, please review our&nbsp;Employment Privacy Policy&nbsp;and&nbsp;Recruiting Policy on AI.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Client Support Manager

<h3>Job Description</h3>
Job DescriptionAbout ANS&nbsp;At ANS, we’re not just a consulting engineering firm,we’re a team of trailblazers shaping the future of energy and infrastructure through civil, structural, electrical, high-voltage, and geotechnical engineering. Recognized as one of the Best Places to Work and Top 10 Hottest Engineering Firms in the US by Zweig Reports and featured in Inc. 5000’s Top 250 for our staggering 1,748% growth, we’re proud of what we’ve built and where we’re headed.&nbsp; We thrive on innovation, embrace a “best idea wins” culture, and value humility, ownership, and execution. If you excel in fast-moving environments and believe in the power of precision, this is the place for you.&nbsp; About the Role&nbsp; At ANS, relationships are the foundation of everything we do. As we grow rapidly, we’re formalizing our Commercial team to ensure our client experience scales with intention, warmth, and excellence. We’re looking for Client Relations Managers who are passionate about people and who thrive in environments where trust, collaboration, and long-term partnerships matter.&nbsp;&nbsp;This role is ideal for someone who sees client care as a craft: someone who listens deeply, communicates clearly, and builds lasting relationships that reflect the values ANS was built on. You’ll work closely with our Commercial Team Lead, Business Development, and Proposal Writing teams to ensure our clients feel supported, understood, and excited to work with us every step of the way.&nbsp; WHAT YOU'LL DO:Build &amp; Nurture Client Relationships
<ul>
<li>Serve as the primary point of contact for assigned clients, ensuring consistent communication and a high-touch experience&nbsp;</li>
<li>Understand client goals, preferences, and pain points to proactively offer solutions and support&nbsp;</li>
<li>Maintain long-term relationships that foster trust, loyalty, and repeat business&nbsp;</li>
</ul>
Collaborate Across the Commercial Team
<ul>
<li>Partner with Business Development to transition new clients smoothly into ongoing relationships&nbsp;</li>
<li>Work with Proposal Writers to ensure client needs are accurately reflected in proposals and scopes&nbsp;</li>
<li>Coordinate with internal teams to keep projects aligned with client expectations&nbsp;</li>
</ul>
Strategic Account Management
<ul>
<li>Track client satisfaction, engagement, and feedback to identify opportunities for improvement&nbsp;</li>
<li>Monitor account health, flag risks early, and help resolve issues with empathy and urgency&nbsp;</li>
<li>Contribute to account planning and growth strategies alongside the Commercial Team Lead&nbsp;</li>
</ul>
Scale the ANS Way
<ul>
<li>Help formalize systems and processes that preserve our relational approach as we grow&nbsp;</li>
<li>Bring creativity and intentionality to client touchpoints—from kickoff calls to milestone celebrations&nbsp;</li>
<li>Represent ANS’s values in every interaction, making clients feel like part of the family&nbsp;</li>
</ul>
WHAT WE ARE LOOKING FOR
<ul>
<li>A people-first mindset with strong emotional intelligence and communication skills&nbsp;</li>
<li>Experience in account management, client services, or relationship-based roles&nbsp;</li>
<li>Ability to manage multiple client relationships with care, clarity, and consistency&nbsp;</li>
<li>Proactive problem-solver who thrives in fast-paced, evolving environments&nbsp;</li>
<li>Familiarity with engineering, renewable energy, or professional services is a plus- but not required&nbsp;</li>
<li>Someone who genuinely enjoys connecting with others and making work feel human&nbsp;</li>
<li>High School Diploma&nbsp;</li>
<li>Prior experience in renewable energy, consulting engineering, or related field&nbsp;</li>
<li>Ability to travel to client offices, when needed (up to once per month)&nbsp;</li>
</ul>
Benefits: 401(k)Dental insuranceHealth insurancePaid time offVision insuranceReady to join us?At ANS, you’ll join a team that values creativity, collaboration, and community. Whether you’re hosting a client lunch, managing communications between our teams, or celebrating a project win, you’ll be part of a company that believes relationships are the real bottom line.&nbsp;&nbsp;&nbsp;
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Client Account Manager

<h3>Job Description</h3>
Job DescriptionPayabli's mission is to enable any software company to become a payments company through our payment infrastructure and monetization platform. With Payabli, software companies can make payments a core part of their business model to drive revenue, enhance customer lifetime value, and boost enterprise value. Founded by serial entrepreneurs who built and scaled successful technology companies like RevoPay (Acquired), Seamless.com (IPO), and ServiceTitan, we're backed by top venture capital investors including Fika Ventures, Bling Capital, and TTV Capital. The Role: As a Client Success Manager at Payabli, you are the north star for our partners—their trusted advisor and advocate as they navigate their payments journey post-integration. You'll serve as the single source of truth, guiding partners to measurable success while ensuring they maximize the value of Payabli's platform. This is a strategic, relationship-driven role where you'll own a portfolio of partner accounts, acting as the bridge between their business objectives and our cross-functional teams. Whether working with banking partners, HOA management platforms, vertical SaaS companies, or other specialized industries, you'll become the subject matter expert who understands their unique challenges and opportunities. You'll proactively drive adoption, identify growth opportunities, mitigate risks, and ensure that every partner relationship is set up for long-term success. This isn't just account management—it's strategic partnership at scale. Strategic Partner Management
<ul>
<li>Own the post-integration experience for a portfolio of partner accounts, serving as their primary point of contact and trusted advisor</li>
<li>Build deep, consultative relationships with key stakeholders including executives, product leaders, and technical teams</li>
<li>Develop customized success plans that align partner business objectives with Payabli's capabilities and roadmap</li>
<li>Act as the voice of the partner internally, ensuring their needs are understood and prioritized across Product, Engineering, Sales, and Operations teams</li>
</ul>
Partner Enablement &amp; Adoption
<ul>
<li>Drive platform adoption by coordinating training, feature rollouts, and strategic touchpoints tailored to each partner's needs</li>
<li>Conduct regular business reviews to assess performance, review key metrics, and identify optimization opportunities</li>
<li>Proactively monitor partner health indicators and intervene early to address concerns or remove blockers</li>
<li>Educate partners on industry best practices, compliance requirements, and emerging payment trends relevant to their vertical</li>
</ul>
Growth &amp; Retention
<ul>
<li>Identify and execute expansion opportunities including upsells, cross-sells, and new use cases that align with partner goals</li>
<li>Ensure high retention rates by delivering measurable outcomes, maintaining partner satisfaction, and mitigating churn risk</li>
<li>Develop and execute strategies to increase transaction volume, merchant acquisition, and revenue generation for partners</li>
<li>Collaborate with Sales to support contract renewals and identify opportunities for deeper partnership engagement</li>
</ul>
Problem Resolution &amp; Advocacy
<ul>
<li>Own issue resolution from intake through resolution, coordinating with Support, Engineering, and Operations as needed</li>
<li>Manage escalations with urgency and transparency, keeping partners informed throughout the resolution process</li>
<li>Synthesize partner feedback and pain points to inform product roadmap decisions and service improvements</li>
<li>Navigate complex situations including underwriting challenges, funding discrepancies, and integration issues with confidence and composure</li>
</ul>
Data-Driven Decision Making
<ul>
<li>Track and analyze key performance indicators including partner health scores, processing volumes, approval rates, and merchant concentration</li>
<li>Provide regular reporting to partners and internal stakeholders on account performance, risks, and opportunities</li>
<li>Use data insights to make strategic recommendations and drive continuous improvement in partner outcomes</li>
<li>Maintain accurate records in CRM systems to ensure visibility and collaboration across teams</li>
</ul>
Required Experience &amp; Skills
<ul>
<li>3-5+ years of experience in Client Success, Account Management, or Strategic Partnership roles, preferably in payments, fintech, or SaaS</li>
<li>Proven track record of managing high-value accounts with measurable retention and growth outcomes</li>
<li>Strong understanding of payment processing fundamentals, merchant services, and fintech ecosystems</li>
<li>Exceptional relationship-building skills with the ability to influence and collaborate with executive-level stakeholders</li>
<li>Outstanding communication skills—both written and verbal—with the ability to simplify complex technical concepts</li>
<li>Strong analytical and problem-solving abilities with a data-driven approach to decision-making</li>
<li>Proficiency with CRM platforms, customer success tools, Excel, and business intelligence software</li>
<li>Self-starter mentality with the ability to work independently, manage competing priorities, and thrive in a fast-paced environment</li>
</ul>
Nice to Have
<ul>
<li>Experience working with vertical SaaS platforms or understanding of specific industry verticals (banking, property management, healthcare, etc.)</li>
<li>Technical aptitude with APIs, integrations, or software implementation</li>
<li>Experience with customer success platforms like Gainsight or ChurnZero</li>
<li>Knowledge of payment compliance, underwriting processes, or risk management</li>
<li>Background in consulting, strategic operations, or business development</li>
</ul>
Who You Are
<ul>
<li>A Problem Solver: You love "running to the fire" and view challenges as opportunities to add value</li>
<li>Customer-Obsessed: You genuinely care about your partners' success and go above and beyond to earn their trust</li>
<li>Proactive &amp; Resourceful: You don't wait for problems to escalate—you anticipate needs and take action</li>
<li>Collaborative: You work seamlessly across teams and know how to rally resources to achieve partner outcomes</li>
<li>Detail-Oriented: You understand that "little things count" and sweat the small stuff to deliver exceptional experiences</li>
<li>Growth-Minded: You're eager to learn, adapt quickly, and continuously improve your craft</li>
</ul>
Why Join Payabli? We're a values-driven company that cares deeply about our team, partners, and customers. Our north star values guide everything we do:
<ul>
<li>Team First: We invest in our people to foster a vibrant culture where we all love coming to work every day</li>
<li>Customer Love: We go above and beyond to woo customers so they write us love letters</li>
<li>Run to the Fire: We embrace difficult situations and lean in when confronted with adversity</li>
<li>Bias for Action: We operate with urgency and don't leave for tomorrow what can be done today</li>
<li>Little Things Count: We differentiate ourselves by focusing on thoughtful details</li>
<li>Truth Seekers: We seek truth above pride and ego, holding each other accountable with respect</li>
</ul>
What We Offer
<ul>
<li>Competitive base salary with strong performance-based upside potential</li>
<li>Stock options with the potential to unlock more equity as we grow</li>
<li>Flexible PTO and paid parental leave</li>
<li>Comprehensive medical, dental, and vision insurance401K with company match, HSA, and pre-tax savings programs</li>
<li>Monthly education fund to invest in your professional development and passion goals</li>
<li>Fully remote work environment with a collaborative, supportive team culture</li>
</ul>
Payabli is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Principals only.&nbsp;No external agency submissions. Candidates must apply directly; We will not accept submissions from third-party recruiters or staffing agencies. Payabli is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

<h3>Job Description</h3>
Job DescriptionAbout GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018.&nbsp;GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The Client Support Manager works with installers on our platform to ensure we’re delivering the best customer experience possible. The CSM will leverage “Big Data“ to identify areas of improvement with their Installers and collectively work together on improving the customer experience. Additional duties such as &nbsp;Installer audits and pipeline management help to ensure customer expectations and GoodLeap standards are being met. We strive to be a reliable and trustworthy ally that always delivers for both our customers and installers. Focusing on improving the customer experience and being a dependable teammate helps us live out our mantra of “finance made friendly“.Essential Job Duties and Responsibilities
<ul>
<li>Provide our customers with world-class customer service. Help resolve questions or concerns.</li>
<li>Strategically partner with installers on ways to improve the customer experience. Be a supportive and collaborative partner our installers can rely on.&nbsp;&nbsp;</li>
<li>Effectively manage a pipeline of projects to completion</li>
<li>Conduct collaborative investigations into possible fraudulent or suspicious activities&nbsp;&nbsp;</li>
<li>Analyze data and spot trends</li>
<li>Conduct monthly partner due diligence checks</li>
</ul>
Required Skills, Knowledge and Abilities
<ul>
<li>Strong ability to multi-task</li>
<li>Ability to work independently</li>
<li>Effectively interact with high profile partners</li>
<li>Excellent written and verbal communication skills</li>
<li>Knowledge in solar, mortgage and finance</li>
<li>Ability to manage projects from start to finish</li>
<li>Diligent record keeping</li>
<li>Superior customer service skills</li>
<li>Proficient with Excel and analyzing data</li>
</ul>
Compensation: $24.04/hr Additional Information Regarding Job Duties and Job Descriptions: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you!&nbsp; Apply today! We are committed to protecting your privacy. To learn more about how we collect, use, and safeguard your personal information during the application process, please review our&nbsp;Employment Privacy Policy&nbsp;and&nbsp;Recruiting Policy on AI.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

<h3>Job Description</h3>
Job Descriptionco:&nbsp; is a creative and strategic transformation partner for purpose-led organizations. We help our clients put purpose into practice — not just defining what they stand for, but also infusing it into everything they do, inside and outside their organization. Not just because that’s good for the world, but because it’s good for business too.&nbsp; The role A hybrid relationship builder, project orchestrator, and creative collaborator. You thrive when working across multidisciplinary teams to bring strategic and creative work to life, and can zoom in and out between details and the big picture to help keep projects on track and clients confident. Reporting into the Head of Client Engagement, this role partners with co:’s senior leaders and client partners in delivering transformational work. You’ll help strengthen our client relationships, guide projects from inception through completion, and spot ways to add value for both our clients and our internal teams. You’re a thoughtful collaborator and trusted operator who isn’t afraid to roll up your sleeves to help drive impact. You’ll work across our three practices—Business &amp; Brand, Experience, and Organization and Culture Design—on a project basis. From brand strategy to organizational transformation, you’ll help shape and deliver work that drives meaningful change for clients. Who you are You’re an experienced operator who’s led multiple fast-paced, multifaceted projects. You know how to manage timelines, stakeholders, and budgets, and you bring a calm and steady presence to complex environments. You communicate clearly, collaborate well, and can keep a team focused and energized. You may be in a Senior Account Manager or low-level Account Supervisor role today, with experience in brand strategy, innovation, or creative services. You’re confident working with mid- to senior-level clients and know how to contribute to both strategic conversations and day-to-day execution. You bring a strong sense of ownership, curiosity, and a collaborative mindset to everything you do. You’re excited by non-traditional creative environments and value a workplace that feels more like a community—one that celebrates wins together, supports individual passions, and champions personal and professional growth. What you'll do At co:, we move quickly and collaboratively, so this role wears many hats. Key responsibilities include:- Build strong working knowledge of clients’ businesses, including industry context and strategic priorities- Support senior engagement leads in building trust-based relationships with clients- Lead the day-to-day management of 1–2 projects across co:’s three practices- Own project planning and operations: timelines, workflows, team coordination, deliverables, and documentation- Act as the primary point of contact for internal teams and clients on active projects- Track budgets, scope, and team bandwidth in collaboration with senior engagement leads- Prepare materials for internal and external meetings, ensuring clarity and alignment- Facilitate project meetings and maintain detailed, actionable recaps- Support the development of proposals and SOWs for new and follow-on work- Help identify opportunities for organic growth and contribute ideas for how co: can add value- Collaborate closely with strategy and creative teams, offering input that strengthens the quality of the work- Document and share project learnings with the broader team What you've done- 2-4 years of experience in client services or account management, ideally in a brand strategy, innovation, or creative agency - Experience managing complex, multi-workstream projects and collaborating across disciplines- Demonstrated success working with mid- and senior-level clients- Strong verbal and written communication skills, with comfort leading presentations and facilitating discussions- Experience working with or around strategic and creative outputs- Understanding of production workflows and how to manage timing and budgets- Collaborative spirit and a solutions-oriented mindset- Experience in or exposure to technology, B2B, or transformation projects is a plus Caring for the community The co: community is deeply committed to continuing to build a diverse and inclusive workplace for all to thrive. We value and honor those with different backgrounds, unique perspectives, and believe that inclusive organizations build better teams and produce better work. We are a people-centered business that seeks to create safe spaces, lead by example, and make a positive impact on the world. co: is proud to be an equal-opportunity employer and we value a diverse workforce. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, socioeconomic status, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Our working model We support different modes of working – be it hybrid, remote first or otherwise, and we are constantly experimenting with new approaches to ensure that the model we are working within is fulfilling to our teams and clients.&nbsp; For those based in New York, we have two anchor days per week. On Tuesdays and Wednesdays, we ask that everyone comes to the office. For those that do not live in NYC, we ask that they come to New York for one week per quarter and travel for client meetings.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Client Engagement Manager

<h3>Job Description</h3>
Job DescriptionClient Success Manager (Remote, Eastern US) What we believe&nbsp;In the past two years, more than a trillion dollars have been invested in software companies at record prices. And in many cases, the underlying tech is the greatest enabler to the business strategy. But has the approach to govern technology value creation caught up to the magnitude of the risk? &nbsp;We believe a better way is possible – a more programmatic, proactive approach to actively manage technology throughout the investment lifecycle – and that’s what we do. &nbsp;Our role&nbsp;We know that technology can create truly transformative change, and its role in business is only growing. Crosslake is here to support the changemakers and help them buy, build and run better technology. &nbsp;What we value&nbsp;You could be a good fit for Crosslake if you see yourself reflected in our guiding values: Service. We effect change by empowering others.Curiosity. We believe great advice starts with deep understanding.Credibility. Our expertise is earned and proven. Commitment. It’s our privilege to serve clients in their critical moments. Creativity. We are inspired by the constant pursuit of better.&nbsp;Overview The Client Success Manager (CSM) will play a key role in ensuring the overall success of Crosslake’s client relationships. Regularly interacting with senior leadership and key client contacts, the CSM will help drive processes critical to client acquisition, project execution, account management, and overarching client satisfaction. The role requires impeccable attention to detail, a solutions-oriented attitude, and extraordinary communication skills with a client service mindset. Data is of utmost importance, and the ideal candidate will feel a sense of ownership and responsibility for the company’s systems of record, including its CRM, to ensure we are best positioned to meet client needs day in and day out.Expected Results
<ul>
<li>Maintain client data records to ensure high-quality, reliable information from business development pipeline through project closeout</li>
<li>Administration of client account and project document processes (e.g., Master Service Agreements, Statements of Work, Non-reliance Letters, etc.) yielding consistent, timely execution</li>
<li>Coordinating early-stage client engagement logistics both internally and externally – including setting up proposal reviews, scheduling meetings to refine scoping, verifying staffing readiness, and calendaring pre-kickoff meetings – enabling a successful project launch</li>
<li>Reviewing opportunities in the business development pipeline to ensure they are set up for success upon closing (e.g., appropriate documentation underway, staffing needs understood, etc.)</li>
<li>Provide general administrative support critical to client-facing leadership (generating reporting / analytics regarding projects and accounts, collaborating across internal teams to drive process execution, engaging in general internal and external correspondence / calendaring, etc.) to promote client relations success</li>
<li>Other responsibilities as assigned by Management</li>
</ul>
Requirements
<ul>
<li>Minimum of 3 years of client operations experience or in a sales support role</li>
<li>BA / BS in related field</li>
<li>Familiarity with CRM systems (SalesForce and HubSpot preferred) with the ability to create reports and extract data as needed</li>
<li>Proficiency in Microsoft office products such as Word, Excel, SharePoint, and PowerPoint</li>
<li>Strong analytical, organizational, and time management skills with an eye for detail</li>
<li>Solid data analysis and data cleansing skills</li>
<li>Excellent teamwork, interpersonal, communication, and customer service skills</li>
<li>Ability to manage multiple priorities and deadlines</li>
</ul>
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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