NewNational/Regional Account Manager - CPG JobotNational/Regional Account Manager - CPGSan Francisco, CA$120,000–$140,000 / yearAs the company continues to expand its national retail footprint, they're looking for an experienced National Account Manager to manage key customer relationships, drive revenue growth, and execute retail strategies across major grocery and natural channels. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewStrategic Account Manager, Injection Molding JobotStrategic Account Manager, Injection MoldingSan Francisco, CARemote$170,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will be responsible for managing key accounts, developing and implementing strategic sales plans, and driving growth in our Injection Molding business.
Senior Director, Mid-Market Sales & Account Management - Remote MotiveSenior Director, Mid-Market Sales & Account Management - RemoteSan Jose, CARemoteMotive serves more than 120,000 customers – from Fortune 500 enterprises to small businesses – across a wide range of industries, including transportation and logistics, construction, energy, field service, manufacturing, agriculture, food and beverage, retail, and the public sector. Collaborate with Product, Sales, Onboarding, and Strategy leaders to identify customer needs, influence roadmap decisions, and design cohesive sales programs, incentive plans, and GTM strategies that connect across global functions for a seamless customer journey.
Director, Enterprise Account Management - Remote DoceboDirector, Enterprise Account Management - RemoteSan Francisco, CARemoteThe Director of Enterprise Account Management at Docebo is responsible for driving the growth of existing customer accounts by leading a team of 5-8 enterprise account managers. This role focuses on increasing revenue through upselling, cross-selling, and renewals while ensuring high levels of customer satisfaction and retention.
NewAccount Manager-HVAC JobotAccount Manager-HVACSan Jose, CA$140,000–$240,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Account Manager - Commercial HVAC JobotAccount Manager - Commercial HVACSan Jose, CA$115,000–$160,000 / yearThe role involves developing new client relationships in assigned markets, qualifying and estimating opportunities, coordinating with sales, operations, and field teams, managing vendor and contract processes, maintaining CRM records, and representing the company at industry events and trainings. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Account Manager – Specialty Pharmacy (Infusion Therapies) JobotAccount Manager – Specialty Pharmacy (Infusion Therapies)San Jose, CA$95,000–$125,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role focuses on building strong provider relationships, generating qualified new patient starts, and serving as a trusted liaison between physicians, clinical stakeholders, and our infusion care teams.
Service Account Manager JobotService Account ManagerSunnyvale, CA$135,000–$170,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. For decades, they have specialized in engineering, construction, design-build, prefabrication, and facility services across sectors including healthcare, data centers, aviation, education, government, and large-scale commercial projects.
Director, SMB Sales & Account Management - Remote MotiveDirector, SMB Sales & Account Management - RemoteSan Jose, CARemote$198,000–$301,000 / yearMotive serves more than 120,000 customers – from Fortune 500 enterprises to small businesses – across a wide range of industries, including transportation and logistics, construction, energy, field service, manufacturing, agriculture, food and beverage, retail, and the public sector. Motive is seeking a Director of SMB Expansion Sales & Account Management to drive growth across our existing small and medium-sized customer base through outbound sales, while also reducing churn among escalated accounts at risk of cancellation or contraction.
Account Manager - Santa Rosa Impact Floors of TexasAccount Manager - Santa RosaUnion City, CA$50,000–$85,000 / yearToday, management companies and property managers trust our outstanding customer service and quick installation every time they need new flooring installed. Experience selling products and services to multifamily property management companies or working for multifamily property management companies preferred.
Sales Account Manager UlineSales Account ManagerFremont, CA$80,000–$110,000 / yearUline, a name millions of businesses across North America know and trust, is looking for an experienced Sales Account Manager to build our growing San Jose, California market. Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations and 17 sales offices.
Account Manager Physicians Office Medline IndustriesAccount Manager Physicians OfficeSan Francisco, CAFull timeIntermediate level skill in Microsoft Excel (for example: using SUM function, setting borders, setting column width, inserting charts, using text wrap, sorting, setting headers and footers and/or print scaling). Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
NewAccount Executive JobotAccount ExecutiveSan Francisco, CA$125,000–$300,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a Software Consulting firm working with enterprise and start companies that are AI driven and we are developing some of the most cutting edge software/security solutions platforms in the world.
FinTech Account Manager - Named PlaidFinTech Account Manager - NamedSan Francisco, CA$171,600–$214,800 / yearThe right candidate is a natural at building strong partnerships and has demonstrated success owning and growing customer relationships with large, strategic clients, including developing a deep understanding of customer priorities, motives, and key drivers, and cultivating existing and forging new senior stakeholder relationships; is deeply curious and solutions oriented; and has demonstrated success working internally and cross-functionally to drive solutions for customers. The Account Management team in Plaid’s Fintech customer segment leverages our deep technical, product, and industry knowledge to help our Fintech-focused customers build and scale amazing applications.
Partner Account Manager, Mid-Enterprise KlaviyoPartner Account Manager, Mid-EnterpriseSan Francisco, CA$130,900–$177,100 / yearIn this role you are responsible for managing relationships with Klaviyo partners, articulating the value of Klaviyo, differentiating Klaviyo from other solutions, managing business development opportunities (and co-selling) to/from your partners, driving co-marketing alongside the ecosystem marketing team, acting as a thought leader in our space, and coaching your partners on how to grow their business, including their profitability, with Klaviyo. In addition to base salary, our total compensation package may include participation in the company’s annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility.
Technical Account Manager - FinTech PlaidTechnical Account Manager - FinTechSan Francisco, CA$157,200–$196,800 / yearProactively identify opportunities to optimize customer integrations and drive adoption of Plaid’s newest technical features and requirements, aligning each to measurable customer outcomes (e.g., increased conversion, error reduction, expanded coverage). Excellent project management and communication skills with a strong ability to provide technical details to both technical and non-technical audiences, simplifying complexities in a clear and concise manner.
Legal Account Executive-J.D. Required JobotLegal Account Executive-J.D. RequiredSan Jose, CA$150,000–$250,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Job Details: We are seeking a Sales Lawyer with a strong background in business, corporate, technology or AI to join our team in the Tech Startup world.
Named Account Manager, Enterprise PlaidNamed Account Manager, EnterpriseSan Francisco, CA$171,600–$214,800 / yearYou’ll operate at the intersection of relationship management, commercial strategy, and product solutioning, partnering closely with Sales, Product, Engineering, and Support teams to deliver exceptional customer outcomes. You’ll serve as a trusted advisor, commercial partner, and cross-functional leader—helping customers maximize the value of Plaid while driving long-term growth for both our customers and Plaid.
Multi-Specialty Account Manager - San Francisco, CA - Altitude LundbeckMulti-Specialty Account Manager - San Francisco, CA - AltitudePacifica, CA$110,000–$135,000We are seeking a dynamic and results-driven sales professional with a proven track record of success who is looking to grow with LundbeckOur ideal candidate will have the ability to be a specialty product expert with an understanding of requisite market complexities in order to be successful promoting our products to stakeholders in the primary care and neurology settings. Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance.
Account Manager Waters CorporationAccount ManagerSan Francisco, CAThis person will have the exciting opportunity to drive the sales of our full range of products and services, which include: Ultra Performance Liquid Chromatography System, Mass Spectrometers, software, consumables and services for the Pacific Sales District covering the East Bay Territory in the San Francisco Bay Area. The desired candidate should be highly self-motivated to develop and implement a territorial business plan, while working in unison with their assigned specialists and marketing colleagues in order to deliver a strong call cycle and business development activities.
Account Manager - Creator Affiliate - Remote LaterAccount Manager - Creator Affiliate - RemoteSan Jose, CARemote$105,000–$115,000 / yearBy combining trusted insight with expert guidance, Later removes guesswork from influencer marketing, enabling brands to choose the right creators, execute fully managed campaigns, and drive meaningful growth across awareness, engagement, and revenue. Built on a native, AI-powered platform and more than a decade of proprietary data—including billions of social interactions, impressions, and $2.4B+ in verified influencer-driven purchases—Later helps teams understand what will work before they launch.
Partner Account Manager - PAR OPS - Remote PAR TechnologyPartner Account Manager - PAR OPS - RemoteSan Jose, CARemote$60,000–$70,000 / yearAdvocate for partner needs internally and provide training on PAR product capabilitiesThe base salary range for this position is $60,000 to $70,000 USD per year, commensurate with work location, experience, skills, certifications, education, and prior accomplishments. Embracing our "Better Together" ethos, we offer Unified Customer Experience solutions, combining point-of-sale, digital ordering, loyalty and back-office software solutions as well as industry-leading hardware and drive-thru offerings.
Enterprise Account Executive - Named Accounts PlaidEnterprise Account Executive - Named AccountsSan Francisco, CA$309,900–$330,000 / yearSignificant experience (9+ years of quota-carrying experience) in a new revenue role, with a strong track record of closing enterprise-level deals (including 4+ years focused on enterprise customers). We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use.
Account Executive - Fintech Named PlaidAccount Executive - Fintech NamedSan Francisco, CA$285,108–$309,000 / yearWe work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Win as a team — in partnership with your outbound sales development rep, account manager, technical account manager, implementation manager, product organization, and other members of your account pod.
Enterprise Global Account Director - Remote DoceboEnterprise Global Account Director - RemoteSan Jose, CARemoteCollaborate Internally: Develop strong relationships with post-sales teams and coordinate internal resources, including Account Management, Marketing, Professional Services, Support, Product, and Client Success, to drive account strategy, deal closure, and customer satisfaction. Strategic Account Planning: Use extensive sales experience to provide territory and key account planning, steer prospecting efforts, and work with the Business Development team to drive net new opportunities.
NewStrategic Account Executive AstoundStrategic Account ExecutiveDaly City, CA$85,000–$115,000 / year5+ years’ experience in systems selling, consultative sales techniques, and account planning including account profiling, account positioning strategy, customer needs analysis, sales opportunity development, service improvement planning, and long range account management strategies. Knowledge, Skills and Abilities: Demonstrated success in telecommunications and internet sales to end-user customers, including strategic and large business customers and government accounts using relationship management and system sales concepts.
Psychiatry Account Manager - Stockton, CA LundbeckPsychiatry Account Manager - Stockton, CAFremont, CA$117,000–$155,000Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance. Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States.
Senior Major Account Executive InfobloxSenior Major Account ExecutiveSanta Clara, CA$150,000–$160,000 / yearHere, how we empower our people is extraordinary: Glassdoor Best Places to Work 2025, Great Place to Work-Certified in five countries, and Cigna Healthy Workforce honors three years running — and what we build is world-class: recognized as Cybersec Asia’s Best in Critical Infrastructure 2024 — evidence that when first-class technology meets empowered talent, remarkable careers take shape. This includes owning and coordinating all aspects of the sales cycle, maintaining and expanding the customer base, and collaborating closely with the BDR, Field Marketing, Solutions Architecture, and WEST Sales Team within the South West region.
NewAnalyst, Solutions Management Visa Technology and Operations LLCAnalyst, Solutions ManagementSan Francisco, CA$123,000–$190,900 / yearMasters, MBA, JD, MD) • Financial services, crypto, and/or payments industry experience required • High product acumen and solutions mindset • Proven ability to understand, communicate, and problem solve with client on technical solutions • Strategic thinking and thought leadership with subject matter explain in stablecoins and blockchain technology • Teamwork, interpersonal & relationship-building skills, and ability to influence clients and stakeholders based on technical acumen • Acumen with AI tooling for research and prototyping. As the Visa Crypto Solutions Analyst, you will be responsible for working with clients on their stablecoin strategy and helping to position and sell Visa crypto solutions across key client types such as banks, merchants, fintech, and enablers.
Senior Product Manager - Account Verification PlaidSenior Product Manager - Account VerificationSan Francisco, CA$190,800–$262,800 / yearWe are looking for a high-ownership builder who thrives in ambiguity, loves building with customers, and is excited to define what’s next for one of Plaid’s most established and strategically important product lines. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use.
Accounts Receivable Lead SarnovaAccounts Receivable LeadSan Jose, CAThe A/R Management Lead also serves as a subject matter expert, identifying process improvements to increase efficiency within the A/R Management team, and acting as a resource to help team members resolve issues. Since its founding in 1984, Digitech has refined its software platform to create a cloud-based billing and business intelligence solution that monitors and automates the entire EMS revenue lifecycle.
Director of Accounts Receivable SarnovaDirector of Accounts ReceivableSan Francisco, CASummary : The Director of A/R Management is responsible for leading and managing all revenue cycles related to outstanding insurance accounts receivable, insurance denials and appeals processes to ensure timely and accurate collections to maximize reimbursement. Since its founding in 1984, Digitech has refined its software platform to create a cloud-based billing and business intelligence solution that monitors and automates the entire EMS revenue lifecycle.
Head of Account Development Snorkel AIHead of Account DevelopmentSan Francisco, CA$185,000–$300,000 / yearResearch and data driven approach to account planning and prospecting; can identify highly qualified opportunities quickly from early discussions with technical personas. Work closely with Enterprise Account Executive team to develop strong support strategy to identify and source net new pipeline that leads to closed-won revenue.
Account Development Representative Snorkel AIAccount Development RepresentativeSan Francisco, CA$80,000–$110,000 / yearA successful ADR will make outbound phone calls to strategic prospects, send personalized emails with value-adding content, as well as constantly adding new contacts into their prospecting sequences. We work with some of the world’s largest organizations to empower scientists, engineers, financial experts, product creators, journalists, and more to build custom AI with their data faster than ever before.
Enterprise Account Director - Remote LaterEnterprise Account Director - RemoteSan Francisco, CARemote$175,000–$225,000 / yearBy combining trusted insight with expert guidance, Later removes guesswork from influencer marketing, enabling brands to choose the right creators, execute fully managed campaigns, and drive meaningful growth across awareness, engagement, and revenue. Built on a native, AI-powered platform and more than a decade of proprietary data—including billions of social interactions, impressions, and $2.4B+ in verified influencer-driven purchases—Later helps teams understand what will work before they launch.
Senior Director, Strategic & Named Accounts - Healthcare - Remote InfobloxSenior Director, Strategic & Named Accounts - Healthcare - RemoteSan Francisco, CARemoteHere, how we empower our people is extraordinary: Glassdoor Best Places to Work 2025, Great Place to Work-Certified in five countries, and Cigna Healthy Workforce honors three years running — and what we build is world-class: recognized as CybersecAsia’s Best in Critical Infrastructure 2024 — evidence that when first-class technology meets empowered talent, remarkable careers take shape. This role requires a proven enterprise sales executive with a track record of scaling high-performing organizations, developing leaders, building executive customer relationships, and consistently exceeding aggressive growth targets within cybersecurity, networking, cloud, SaaS, or adjacent enterprise technology markets.
Account Executive - SMB PlaidAccount Executive - SMBSan Francisco, CA$143,000–$193,200 / yearWe work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Successfully lead a technical sales motion of guiding engineers, product, and growth team members for the entire life-cycle from prospecting to close.
NewHospitality Strategic Account Executive-San Fran AramarkHospitality Strategic Account Executive-San FranSan Francisco, CA$100,000–$110,000 / yearThe Refreshment Services division of Aramark delivers to their clients the highest quality office coffee, vending, micro market, snacks and water filtration programs, products and services in the marketplace. Utilize local/regional resources and other Aramark lines of business partners to penetrate target markets, develop market leadership by identifying prospect needs, and work with appropriate resources to develop solutions for those needs.
Director of Product Management, AI - Remote MotiveDirector of Product Management, AI - RemoteSan Jose, CARemote$187,000–$260,000 / yearYou will work alongside a star team from engineering, data science, computer vision, research & design, marketing, operations, legal, sales & customer success in a fast-paced, rapidly growing, technology environment to build intelligent experiences to shift behavior and drive ROI-positive impact for customers. Motive serves more than 120,000 customers – from Fortune 500 enterprises to small businesses – across a wide range of industries, including transportation and logistics, construction, energy, field service, manufacturing, agriculture, food and beverage, retail, and the public sector.
Account Executive, Large Enterprise KlaviyoAccount Executive, Large EnterpriseSan Francisco, CA$128,000–$192,000 / yearThis is a unique role: you will close your own deals across emerging verticals and higher-velocity Large Enterprise accounts, while bringing the drive and instincts of a proven closer to the sophisticated multi-threading, executive alignment, and strategic deal-making that defines the segment. In addition to base salary, our total compensation package may include participation in the company’s annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility.
Regional Sales Manager JobotRegional Sales ManagerFremont, CA$110,000–$130,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate is a leader who can inspire team members, establish a strong network of clients, and manage key accounts within the server power solutions sector.
Business Development Manager - San Jose, CA Hirose Electric USABusiness Development Manager - San Jose, CASan Jose, CA$110,000–$120,000 / yearCollaborate and work together with Hirose’s customer support roles to optimize our service to our customers (Field Application Engineer, Segment Managers, Inside Sales Managers, Customer Service Specialists, Technical Support Engineering, Quality Engineering). Reporting to the Regional Sales Manager, this position is primarily responsible for new business development and managing the sales activities within assigned territories, increasing sales and implementing strategic corporate directives.
Territory Sales Manager UlineTerritory Sales ManagerFremont, CA$80,000–$110,000 / yearUline, a name millions of businesses across North America know and trust, is looking for an experienced Territory Sales Manager to build our growing San Jose, California market. Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations and 17 sales offices.
NewSr Manager, Business Planning & Ops - Community Sales Visa Technology and Operations LLCSr Manager, Business Planning & Ops - Community SalesSan Francisco, CA$130,600–$246,200 / yearVisa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. The Senior Manager, Business Planning and Operations – Community Sales is a senior individual contributor role responsible for enabling execution excellence across the North America Community Sales segment.
NewCustomer Service Manager (Manufacturing) Davron LLCCustomer Service Manager (Manufacturing)Fremont, CAWith over 30 years of success, a strong team-oriented culture, and partnerships with high-profile clients in industries such as automotive, aerospace, and advanced manufacturing, this is an exciting opportunity to make a meaningful impact while working alongside professionals who value safety, quality, teamwork, customer service, and continuous improvement. CUSTOMER SERVICE MANAGER | CUSTOMER EXPERIENCE MANAGER | ACCOUNT MANAGER | ERP SYSTEMS | EPICOR | PRECISION MANUFACTURING | AEROSPACE MANUFACTURING | SEMICONDUCTOR MANUFACTURING | MEDICAL MANUFACTURING | CUSTOMER RELATIONSHIP MANAGEMENT | TEAM LEADERSHIP | CONTINUOUS IMPROVEMENT.
Sales Associate (Formerly Engineer or Cloud AM) LokaSales Associate (Formerly Engineer or Cloud AM)San Francisco, CA$120,000–$150,000 / yearMinimum of 3+ years of technical experience in engineering, AI/ML, data science, product management, solution architecture, sales engineering or a related field OR equivalent experience in a priority vertical such as Healthcare or Life Sciences. Your engineering and/or cloud account management experience is more important than your sales record: The former builds the kind of knowledge you’ll need to hit the ground running; the latter you’ll earn along the way.
Associate Sales Lead LokaAssociate Sales LeadSan Francisco, CA$120,000–$150,000 / yearMinimum of 3+ years of technical experience in engineering, AI/ML, data science, product management, solution architecture, sales engineering or a related field OR equivalent experience in a priority vertical such as Healthcare or Life Sciences. Your engineering and/or cloud account management experience is more important than your sales record: The former builds the kind of knowledge you’ll need to hit the ground running; the latter you’ll earn along the way.
AM or Engineer Moving to Sales Associate LokaAM or Engineer Moving to Sales AssociateSan Francisco, CA$120,000–$150,000 / yearMinimum of 3+ years of technical experience in engineering, AI/ML, data science, product management, solution architecture, sales engineering or a related field OR equivalent experience in a priority vertical such as Healthcare or Life Sciences. Your engineering and/or cloud account management experience is more important than your sales record: The former builds the kind of knowledge you’ll need to hit the ground running; the latter you’ll earn along the way.
Aladdin Strategic Relationship Manager, Vice President BlackRockAladdin Strategic Relationship Manager, Vice PresidentSan Francisco, CAAI, Data, and Productivity: Use AI, data, and automation tools to improve personal and team productivity — including synthesizing meeting notes, preparing executive summaries, analyzing client information, identifying account trends, automating repetitive workflows, and improving the speed and quality of client engagement. You will work with clients across the institutional investment landscape whose investment programs span public and private markets, with sophisticated governance structures, broad asset class coverage, and senior stakeholders across investment, operations, risk, technology, and finance.