Location: New York
Workplace: OnSite
ABOUT ARCA
Arca is a wealth management firm built from the ground up with AI. Most people get financial advice that's reactive: an annual check-in, a plan that's a document instead of a living thing, a relationship where you're one of three hundred clients your advisor is trying to remember. We think that's backwards. The kind of service that used to require a team of specialists behind you, the kind that makes you feel like the only person in the room, should be available to far more than the ultra-wealthy.
So we're building it. We're not SaaS — we are the wealth management business, rebuilding it from the inside with AI. Our platform is an Iron Man suit for advisors: it takes over the low-leverage work so they can focus on what actually requires a human, showing up with empathy, context, and judgment. Underneath, it keeps a living understanding of each client. It remembers the thing you mentioned once, six months ago. It notices when your life changes — a new job, a new kid, a market shift — and adjusts before you think to ask. You won't see the technology. You'll just notice your advisor seems to know you better than any financial professional ever has.
That's the product we're growing: client by client, on the strength of the experience itself. We started by acquiring firms managing over $1B in client assets, which gave us real advisors, real clients, and real financial outcomes to build against from day one. But acquisition was the starting line. The bet is that an advisor backed by this platform delivers something good enough that clients come to us on their own.
It's a $20T market, and we think it's ready to be rebuilt.
— Rron, CEO
THE RECEIPTS
- Stage: Series A, $64M raised
- Backed by: General Catalyst, Index Ventures, Venrock
- Board & Advisors: Former CEO of Vanguard, Former CFO of Schwab, Founder of Altruist, Morgan Housel (author of The Psychology of Money)
THE TEAM
We’re small on purpose and engineering heavy: about 80% of the team is technical. We’re based in NYC, with another 16 across our Wealth org, and hail from high growth startups like Stripe, Ramp, Rippling, Plaid, Doordash, & Glean.
We’re fully in-office in Flatiron, five days a week—lunch together, coffee breaks, basketball games, happy hours.
THE ROLE
As a Wealth Advisor, you own the client relationship end to end — the planning, the advice, the trust built over years. What's different here is what you don't have to do. The platform takes the busywork that eats most advisors' days, so your time goes where it matters: sitting with a client, understanding what they're actually worried about, and coming back with advice that fits their life. And the clients are coming — we're ramping marketing, inbound is about to grow fast, and your job is to meet it.
You'll work out of our NYC office, next to the engineers building the tools you use. That's not a perk, it's the job. You're one of the first advisors on the platform, which means you shape it: you give product and engineering the unvarnished advisor's view of what's slow, what's missing, and what would make you faster, and you watch it get built. The better the experience you deliver, the more clients come to us on their own — and what works for your clients becomes the playbook for every advisor after you.
WHAT YOU'LL OWN
- The client relationship. You're the primary advisor for high-net-worth clients who find us through marketing — the person they call, the one who knows their whole financial picture and what they're trying to do with it.
- Comprehensive planning. Retirement, tax strategy, equity compensation, cash flow, investments — the full plan, not a slice of it. Many of these clients have complicated compensation (stock options, RSUs, concentrated equity) that takes real expertise to handle well.
- Shaping the platform. You sit with engineering and product and tell them the truth about what advisors actually need. You have direct influence over what gets built and in what order.
- Growth that compounds. As marketing fills the funnel, you turn inbound interest into long-term relationships — and the patterns you set become the foundation every advisor after you builds on.
THE KIND OF PERSON WHO THRIVES HERE
You're excited by ownership, ambiguity, and building things that matter.
- You're a real planner, not a salesperson with a CFP. You've spent 5-10+ years advising high-net-worth clients and you think in plans, not products — retirement, tax, cash flow, the whole picture. You've handled the complicated cases: stock options, RSUs, concentrated equity, the comp structures that take real work to get right. CFP® (or well on your way) and Series 65 (or able to get it).
- You actually want the technology to be good. Most advisors treat their tools as something to tolerate. You're the opposite — you're genuinely curious about what AI can take off your plate, and you'd rather tell an engineer exactly what's slowing you down than work around it for another year. You don't need to write code; you need strong opinions and the willingness to share them.
- You build trust because the stakes are real. This is people's retirement, their kids' futures, the plans they've made for their families. You earn that over time through advice that holds up and communication that doesn't make them chase you. "Good enough" means something different when it's someone's life savings.
- You're energized by a funnel that's about to open up. Inbound is ramping fast, and that's the appeal, not the stress. You want to grow a book, and you'd rather build the relationships that come to us than spend your nights prospecting.
- You're someone people actually want to be in the room with. This is a small, tight-knit team in one office, five days a week, working on problems that don't have clean answers. Kind, direct, and low-ego, you can give candid feedback without being an asshole, and you're genuinely energized by this environment (not just tolerant of it).
WHY NOW IS THE MOMENT TO JOIN
This is a narrow window with unusually high leverage.
- We just came out of stealth, and we're growing fast. The team is intentionally small, the equity reflects that, and the ceiling is high. You'd be joining early enough that the work you do now directly shapes what the company becomes and what's possible next.
- The advisor-facing product is being defined right now, by a small team that talks to advisors every day. We've just brought on our second firm—the real inflection point, where we start separating what generalizes from what was bespoke. The patterns you set become the foundation for every acquisition that follows.
- The consumer product is a blank page. We've never built directly for consumers until now—no legacy, no template. Whoever takes this on defines what the experience even is.
- The hard part is behind us, which means the interesting part is starting. The platform is live, the concept is proven, advisors have moved real client assets onto it. The work now is scaling a working system across four or five acquisitions this year—workflows, data, agents, reliability under real load.
Location: London
Workplace: Hybrid
Why Engineering @loveholidays?
At loveholidays - we trailblaze together. We’re on a mission to open the world to everyone, giving our customers’ unlimited choice, unmatched ease and unmissable value for their next getaway. Our team is the driving force behind our role as our customers’ personal holiday expert - the smart way to get away.
Technology at loveholidays underpins our vision to become the most loved OTA in Europe. We drive cutting-edge innovation and technical excellence to futureproof the business. Our systems process trillions of daily holiday offers, we deploy over a thousand times a month, serving thousands of requests per second. This is where you can accelerate your growth by solving complex challenges and broadening your skillset.
Join us to create impact for our future in an exciting new chapter, owning your success and contributing to shared goals. We actively talk about technology https://tech.loveholidays.com/ and adhere to our key technology principles https://tech.loveholidays.com/the-5-principles-that-helped-scale-loveholidays-7ea0b0fd3df9 that have guided us this far. We are growing and have ambitious plans to expand across Europe, employing the best minds and technology to let us do this.
The impact you’ll have:
Senior Software Engineers at loveholidays have strong expertise in:
- Supplier integration systems that process vast amounts of data
- Industry leading bespoke, high performance search and recommendation systems
- Sophisticated real time pricing systems
- Complex domain modelling and implementation of booking payment, fulfilment and management systems
- AI-powered solutions to assist customers pre and post booking
- Best in class, modern user experience through web and mobile applications
For a better understanding of our work, refer to some of our blog posts https://tech.loveholidays.com/.
Or our open source contributions:
- github.com/loveholidays/ripley http://github.com/loveholidays/ripley
- github.com/loveholidays/eval-kit https://github.com/loveholidays/eval-kit
- github.com/loveholidays/po-test http://github.com/loveholidays/po-test
As part of our tech culture we continuously improve our time to delivery, reducing errors and generally leaving things better than you found them.
Your day-to-day:
- Adoption of our engineering principles https://tech.loveholidays.com/the-5-principles-that-helped-scale-loveholidays-7ea0b0fd3df9
- Building and running services at scale in the cloud
- Collaborating with engineers, designers, product managers within and outside of the team
- Implementing maintainable and well-tested solutions iteratively, keeping business impact and observability as a primary focus
- Understanding the wider context of the business and designing system architectures that meet short and long term business goals
Your skillset:
- Algorithms, data structures
- Observability
- Web services, REST, HTTP
- Containers, cloud
- Testing, reliability, monitoring
- Strong knowledge in building and owning application end-to-end, from inception to maintenance, to retirement
- Designing systems that scale
- Expertise in some of our main programming languages - TypeScript, Java, Golang, Rust, Python
Desirable
- Experience with Kubernetes, Prometheus, Terraform, NoSQL or GCP
Perks of joining us:
- Company pension contributions at 5%
- Individualised training budget for you to learn on the job and level yourself up
- Discounted holidays for you, your family and friends
- 25 days of holidays per annum (plus 8 public holidays) increases by 1 day for every second year of service, up to a maximum 30 days per annum
- Ability to buy and sell annual leave
- Cycle to work scheme, season ticket loan and eye care vouchers
The interview journey:
- TA screening - 30 mins
- 1st Stage - Introduction - 45 mins
- Coding challenge - take home test or live pairing
- 2nd Stage - 3 hours
At loveholidays, we focus on developing an inclusive culture and environment that encourages personal growth and collective success. Each individual offers unique perspectives and ideas that increase the diversity and effectiveness of our teams. And we value the insight and potential you could bring on our continued journey.
Location: Cyprus
Who we are
We are a global wealth-tech company powering the next generation of trading. We deliver cutting-edge centralised trading solutions and robust B2B financial infrastructure. Our proprietary trading platform offers clients seamless access to stocks, ETFs, bonds, futures, options, swaps, funds, and currency pairs- all within a single, multi-currency account.
We believe in the boundless flow of capital and information. Whilst developing EXANTE, we saw technology as a means to improve global connectivity of the financial services industry. Over the years, we have earned a reputation for providing superior service and for getting the results our clients and customers want.
Most importantly, people have come to know us for our technological insights and focus on privacy. Our inspiration stems from the talent and ambition of our clients. We are offering an ecosystem of financial products and services that would provide the most tailored assistance to traders.
Our culture
Everything at EXANTE starts with our people. We bring together almost 800 minds across 70 locations. We place trust in our team with real autonomy - the freedom to drive change across products, processes and everything in between. That trust fuels innovation, and the demands of the markets build resilience; we adapt, push forward, and we look after each other while we do it.
That freedom is matched by real investment in growth: we back our people with ongoing learning, hands-on development and the kind of stretch opportunities that turn good careers into great ones.
Company & Culture
EXANTE is a pioneering wealth tech company that delivers cutting-edge centralised trading solutions and robust B2B financial infrastructure, driving value through innovative technology. Our proprietary trading platform offers seamless access to diverse financial instruments—including stocks, ETFs, bonds, futures, and options—all within a single, multi-currency account.
We cultivate a culture that transcends the ordinary, where rapid responses to market dynamics and proactive problem-solving are the norm. At EXANTE, the potential to make a meaningful impact is ever-present. Our team members continuously pursue personal and professional growth, empowered to spearhead change across people, processes, and products. True innovation stems from an insatiable desire for improvement, and everyone at EXANTE is committed to fostering this spirit and propelling the company forward.
As a rapidly expanding global firm with over 600 talented employees from 65 nationalities across 70 locations, we are a frontrunner in the financial sector. Our investment priorities are clear: We prioritise investing in our most valuable asset—our people. Join us in shaping the future of finance.
About the Role
Build, run and develop EXANTE’s principal trading book across asset classes. Provide liquidity against client flow, manage the resulting inventory and hedge residual exposure to generate P&L within the firm’s regulatory, best-execution and conflict-of-interest framework, with full P&L responsibility for the principal trading book.
Reporting line:
Chief Operations Officer.
Worksite
: Remote
Responsibilities
Principal trading book — provide liquidity against client flow, internalise and aggregate exposures where commercially attractive, manage inventory and hedge residual market risk.
Trading strategies — market making, flow trading, relative-value and other legitimate strategies the candidate identifies, within Board-approved risk limits.
Counterparty and execution venues — identify, negotiate and onboard the exchanges, prime brokers and OTC counterparties needed for hedging and inventory management.
Risk management framework — in partnership with the Risk function, design, implement and operate the risk limits, monitoring and escalation framework for the book.
Stock Lending cooperation — coordinate securities inventory, financing and revenue with the existing Stock Lending team, avoiding disruption to that revenue line.
Desk cooperation — work with the Options Trading and Fixed Income & Structured Products desks to ensure complementary principal books and shared risk visibility.
Operations and platform — cooperate with Operations, Treasury and Technology on workflow, financing, settlement and platform tooling.
Conflict and best execution — manage conflicts of interest, best-execution arrangements and product-governance compliance across the relevant booking entities (MiFID II, FCA, SFC and equivalent regimes).
Team build-out — size, composition and sequencing at the hire’s discretion as the book grows, consistent with the approved business plan.
Experience
10–20 years’ experience in principal trading, flow trading, market making or running a multi-asset trading book at a sell-side firm, broker-dealer, prime broker or proprietary trading house, with documented P&L through different market regimes.
Multi-asset risk management — strong background across delta, gamma, vega, correlation, liquidity and counterparty risk.
Regulatory expertise — hands-on familiarity with the MiFID II Systematic Internaliser regime, best-execution obligations and conflict-of-interest management in a regulated broker-dealer environment is essential.
Securities financing — familiarity with securities financing and stock lending operations is a strong plus.
Cooperative profile — non-negotiable; the role only succeeds by working closely with the existing Stock Lending team and the new trading desks, and a track record of operating effectively across desks and functions is expected.
Fluent English — mandatory.
Commercial and disciplined — technical, comfortable with full accountability for a P&L.
What we offer
Competitive salary that reflects your experience and the value you bring.
Flexibility that fits your life — work from home, from our office, or a mix of both. You decide what works best.
Flexible benefits package — choose the options that suit your life, not a one-size-fits-all bundle.
A genuinely good place to work — an informal, collaborative culture where ideas are heard and bureaucracy stays out of your way.
Continuous learning — ongoing training, education programs, and the support to deepen your expertise in a fast-moving industry.
Connection beyond your desk — events that bring our teams together to network and celebrate.
Global exposure — work side by side with talented colleagues from all over the world, across a business serving clients in 100+ countries.
EXANTE is a global prime broker backed by proprietary technology and dedicated service. All regulated group companies and fully controlled affiliates and subsidiaries are committed to compliance with data protection laws, including the GDPR. We process personal data in line with the GDPR principles of fairness, purpose limitation, transparency, data minimisation, storage limitation and deletion, accuracy, confidentiality and integrity, and accountability. We rely on legitimate interests to assess and manage your application, after determining that our interests are not overridden by your rights and interests. You have the rights of access, rectification, data portability, erasure, restriction of processing, and objection to processing. To exercise your rights or contact our Data Protection Officer, please see our GDPR policy at https://exante.eu/gdpr/.
We retain recruitment data only for as long as necessary for the purposes described above, after which it will be securely deleted unless we are required to keep it longer to comply with law or you consent to a longer retention.
Where personal data is transferred outside the EEA, it will be protected to a standard at least equivalent to that sought by the GDPR. Personal data is safeguarded by technical and organisational measures that are reviewed and updated regularly. This website is not intended for individuals under 18 and we do not knowingly collect data relating to children.
Location: Switzerland
Who we are
We are a global wealth-tech company powering the next generation of trading. We deliver cutting-edge centralised trading solutions and robust B2B financial infrastructure. Our proprietary trading platform offers clients seamless access to stocks, ETFs, bonds, futures, options, swaps, funds, and currency pairs- all within a single, multi-currency account.
We believe in the boundless flow of capital and information. Whilst developing EXANTE, we saw technology as a means to improve global connectivity of the financial services industry. Over the years, we have earned a reputation for providing superior service and for getting the results our clients and customers want.
Most importantly, people have come to know us for our technological insights and focus on privacy. Our inspiration stems from the talent and ambition of our clients. We are offering an ecosystem of financial products and services that would provide the most tailored assistance to traders.
Our culture
Everything at EXANTE starts with our people. We bring together almost 800 minds across 70 locations. We place trust in our team with real autonomy - the freedom to drive change across products, processes and everything in between. That trust fuels innovation, and the demands of the markets build resilience; we adapt, push forward, and we look after each other while we do it.
That freedom is matched by real investment in growth: we back our people with ongoing learning, hands-on development and the kind of stretch opportunities that turn good careers into great ones.
Company & Culture
EXANTE is a pioneering wealth tech company that delivers cutting-edge centralised trading solutions and robust B2B financial infrastructure, driving value through innovative technology. Our proprietary trading platform offers seamless access to diverse financial instruments—including stocks, ETFs, bonds, futures, and options—all within a single, multi-currency account.
We cultivate a culture that transcends the ordinary, where rapid responses to market dynamics and proactive problem-solving are the norm. At EXANTE, the potential to make a meaningful impact is ever-present. Our team members continuously pursue personal and professional growth, empowered to spearhead change across people, processes, and products. True innovation stems from an insatiable desire for improvement, and everyone at EXANTE is committed to fostering this spirit and propelling the company forward.
As a rapidly expanding global firm with over 600 talented employees from 65 nationalities across 70 locations, we are a frontrunner in the financial sector. Our investment priorities are clear: We prioritise investing in our most valuable asset—our people. Join us in shaping the future of finance.
About the Role
Build, run and develop EXANTE’s principal trading book across asset classes. Provide liquidity against client flow, manage the resulting inventory and hedge residual exposure to generate P&L within the firm’s regulatory, best-execution and conflict-of-interest framework, with full P&L responsibility for the principal trading book.
Reporting line:
Chief Operations Officer.
Worksite
: Remote
Responsibilities
Principal trading book — provide liquidity against client flow, internalise and aggregate exposures where commercially attractive, manage inventory and hedge residual market risk.
Trading strategies — market making, flow trading, relative-value and other legitimate strategies the candidate identifies, within Board-approved risk limits.
Counterparty and execution venues — identify, negotiate and onboard the exchanges, prime brokers and OTC counterparties needed for hedging and inventory management.
Risk management framework — in partnership with the Risk function, design, implement and operate the risk limits, monitoring and escalation framework for the book.
Stock Lending cooperation — coordinate securities inventory, financing and revenue with the existing Stock Lending team, avoiding disruption to that revenue line.
Desk cooperation — work with the Options Trading and Fixed Income & Structured Products desks to ensure complementary principal books and shared risk visibility.
Operations and platform — cooperate with Operations, Treasury and Technology on workflow, financing, settlement and platform tooling.
Conflict and best execution — manage conflicts of interest, best-execution arrangements and product-governance compliance across the relevant booking entities (MiFID II, FCA, SFC and equivalent regimes).
Team build-out — size, composition and sequencing at the hire’s discretion as the book grows, consistent with the approved business plan.
Experience
10–20 years’ experience in principal trading, flow trading, market making or running a multi-asset trading book at a sell-side firm, broker-dealer, prime broker or proprietary trading house, with documented P&L through different market regimes.
Multi-asset risk management — strong background across delta, gamma, vega, correlation, liquidity and counterparty risk.
Regulatory expertise — hands-on familiarity with the MiFID II Systematic Internaliser regime, best-execution obligations and conflict-of-interest management in a regulated broker-dealer environment is essential.
Securities financing — familiarity with securities financing and stock lending operations is a strong plus.
Cooperative profile — non-negotiable; the role only succeeds by working closely with the existing Stock Lending team and the new trading desks, and a track record of operating effectively across desks and functions is expected.
Fluent English — mandatory.
Commercial and disciplined — technical, comfortable with full accountability for a P&L.
What we offer
Competitive salary that reflects your experience and the value you bring.
Flexibility that fits your life — work from home, from our office, or a mix of both. You decide what works best.
Flexible benefits package — choose the options that suit your life, not a one-size-fits-all bundle.
A genuinely good place to work — an informal, collaborative culture where ideas are heard and bureaucracy stays out of your way.
Continuous learning — ongoing training, education programs, and the support to deepen your expertise in a fast-moving industry.
Connection beyond your desk — events that bring our teams together to network and celebrate.
Global exposure — work side by side with talented colleagues from all over the world, across a business serving clients in 100+ countries.
EXANTE is a global prime broker backed by proprietary technology and dedicated service. All regulated group companies and fully controlled affiliates and subsidiaries are committed to compliance with data protection laws, including the GDPR. We process personal data in line with the GDPR principles of fairness, purpose limitation, transparency, data minimisation, storage limitation and deletion, accuracy, confidentiality and integrity, and accountability. We rely on legitimate interests to assess and manage your application, after determining that our interests are not overridden by your rights and interests. You have the rights of access, rectification, data portability, erasure, restriction of processing, and objection to processing. To exercise your rights or contact our Data Protection Officer, please see our GDPR policy at https://exante.eu/gdpr/.
We retain recruitment data only for as long as necessary for the purposes described above, after which it will be securely deleted unless we are required to keep it longer to comply with law or you consent to a longer retention.
Where personal data is transferred outside the EEA, it will be protected to a standard at least equivalent to that sought by the GDPR. Personal data is safeguarded by technical and organisational measures that are reviewed and updated regularly. This website is not intended for individuals under 18 and we do not knowingly collect data relating to children.
Location: Budapest, Hungary
Workplace: hybrid
Are you ready to join our digital revolution journey?
At Aleph, we’re not just part of the digital advertising landscape—we’re shaping its future. Representing the world’s leading platforms, including TikTok, Amazon, Google, and nearly 55 others, we operate in 130+ markets across new and existing geographies.
Our mission is to empower advertisers and brands to unlock the full potential of these platforms' advertising capabilities. By fostering long-lasting partnerships, we create limitless opportunities for people and businesses to advertise effectively at both local and global levels.
With a presence spanning continents, Aleph offers you the chance to be part of a fast-growing, innovative team where your work makes a direct impact. If you’re ambitious, forward-thinking, and eager to thrive in a dynamic, global environment, Aleph is the perfect place to build your career.
We're looking for a Client Partner to join our team in Budapest!
As a Client Partner, you will play a key role in driving commercial growth and expanding Aleph’s footprint in Hungary, directly contributing to revenue generation, portfolio expansion, and long-term strategic client partnerships.
This is a revenue-driven, commercially focused role responsible for owning a book of business, identifying new growth opportunities, and positioning Aleph as a strategic partner within the digital advertising ecosystem.
What You’ll Do
Develop and grow your own portfolio of clients – prospect, network, pitch, and close deals.
Build trusted relationships with decision-makers at performance agencies and key merchants.
Educate clients on the power of
Google Ads
and how it can grow their business.
Take ownership of your pipeline, sales targets, and reporting.
Collaborate with Sales Directors, Marketing, and cross-functional teams to drive success.
Shape local go-to-market strategies and solve challenges proactively.
Represent our brand at industry events, meetings, and conferences.
What You Need For This Role
Experience in digital advertising or media sales (around 2–3 years) – if you’ve worked with agencies or performance campaigns, even better.
Strong relationship-building skills – you’re confident reaching out to new leads and driving conversations.
Curiosity and interest in online advertising, analytics, and digital trends.
You work well independently and can manage multiple opportunities at once.
Fluent in English and Hungarian.
What Will Make Us Really Love You
You’re not afraid of cold outreach and starting new conversations.
You can consult on advertising performance and reporting.
You have experience balancing multiple sales cycles and working towards clear targets.
You bring creative ideas to solve challenges and improve the client experience.
You genuinely enjoy being part of something new and fast-growing.
What You’ll Love About Us
Freedom to create, grow, and make your role your own.
A supportive, international, and diverse team that values open collaboration.
Access to world-class training and workshops to accelerate your digital advertising skills.
A flexible hybrid work model to support your work-life balance.
In line with the EU Pay Transparency Directive, we are committed to fair and open compensation practices. For this role, the minimum gross annual base salary is HUF 8,658,160. In addition to base salary, this role includes a significant performance-based variable component, paid quarterly. The final offer will reflect your experience, skills, and the scope of the role.
Why Join Us?
Aleph is a place of many cultures, perspectives, and talents. We support each other, creating an environment of giving and receiving. We value partnership and communication because we believe it takes a group of people to achieve great things. We are energized by our ever-changing industry, our curiosity keeps us learning and seeking out new opportunities.
We stay flexible and adaptable, and believe in moving with the speed of change. We encourage everyone to strive for more, providing our internal talent with growth opportunities and the ability to learn together.
#ALEPH
Location: South Africa; Ethiopia; Morocco; Pakistan
About Huzzle
At Huzzle, we connect high-performing B2B sales professionals with global companies across the UK, US, Canada, Europe, and Australia. Our clients include startups, digital agencies, and tech platforms in industries like SaaS, MarTech, FinTech, and EdTech. We match top sales talent to full-time remote roles where they’re hired directly into client teams and provided ongoing support by Huzzle.
Role Type: Full-time
Engagement: Independent Contractor
About the company
Our client is an established property management and estate agency based in Manchester, specializing in the residential and commercial sectors. With over 20 years of experience in the local market, the team manages an extensive portfolio of more than 800 properties, ranging from luxury professional apartments to dedicated student housing and commercial lettings. They pride themselves on a bespoke approach to property management, focusing on achieving high yields for landlords while providing modern, high-quality living spaces for tenants across key urban hubs.
The team has crafted a unique, results-driven way of working that prioritizes market expertise and a hassle-free experience for their diverse clientele. Operating with a focus on growth and efficiency, they offer a collaborative environment where local knowledge meets a commitment to service excellence. This is an excellent opportunity to join a stable yet forward-thinking property firm that remains a prominent fixture in the North West’s competitive real estate market.
Job Type:
Full-time (GMT 9:00 AM – 5:00 PM)
Job Summary
As the first point of contact for a thriving Manchester-based real estate agency, you will play a critical role in driving the growth of our residential and commercial portfolios. This role is more than just answering phones; it is about being the engine of our sales pipeline. You will be responsible for qualifying high-intent leads, managing major property portal enquiries, and ensuring every prospective buyer, seller, landlord, and tenant receives a world-class experience from their very first interaction.
Key Responsibilities
Act as the professional first point of contact for all inbound calls and digital enquiries.
Manage and respond to listing leads from Rightmove, Zoopla, OnTheMarket, and SpareRoom.
Qualify prospects effectively to determine their needs and urgency before booking viewings, valuations, or consultations.
Manage the team’s Google Calendar, ensuring all appointments are scheduled accurately.
Maintain a structured CRM, segmenting leads into Hot, Warm, and Cold categories.
Proactively follow up with unconverted opportunities and re-engage dormant leads in the database.
Support email and SMS nurturing campaigns to keep the brand top-of-mind for property investors and professionals.
Track and report on pipeline performance, ensuring zero missed enquiries.
Requirements
Proven experience in Lead Qualification and Appointment Setting.
Previous experience within the Real Estate or Property industry.
Exceptional English communication skills with a professional and confident phone manner.
High proficiency in CRM management and data entry.
Expert-level command of Google Workspace (Calendar, Drive, Docs) and Microsoft Office.
Strong organizational skills with the ability to manage high enquiry volumes independently.
A proactive "follow-up" mentality and extreme attention to detail.
Nice-to-Haves
Familiarity with the Manchester property market.
Experience in managing multi-channel lead generation (phone, email, and property portals).
Background in customer service or front-desk support in a fast-paced environment.
Benefits
🌎 Fully remote role
🎯 Performance-driven culture with clear KPIs and advancement pathways
Location: Beijing, China
Workplace: Hybrid
Sensor Tower’s digital intelligence platform provides unparalleled insight into market trends, advertising, competitor’s strategies, and consumer/user audience across mobile, web, and gaming. Sensor Tower’s insights are trusted by more than 2,500 enterprises worldwide across tech, retail/commerce, entertainment/media, gaming, consumer packaged goods and finance.
As a Business Development Representative, you will have the exciting opportunity to directly contribute to the growth of Sensor Tower by setting demo calls with highly qualified prospective new customers across the China region. Your average day will consist of a mix of qualifying inbound leads generated by marketing, executing thoughtful outbound campaigns to Sensor Tower’s target account list, performing qualification of leads, and ultimately conducting a seamless handoff to the Account Executive team. We have invested in a robust tech stack and you will receive training and ongoing coaching to ensure you have the tools required to exceed expectations.
You will also have a voice in the ongoing development of our go-to-market strategy, we find that the best suggestions for change come from the folks in the field! We’re looking for people determined to build a career in SaaS sales, and we appreciate that the best performing sales teams are individuals from many different backgrounds and walks of life.
What you will focus on:
- Respond to all inbound leads in your territory within a clearly defined SLA
- Exceed daily outbound activity targets (phone calls, emails, social touches) to book meetings with target accounts
- Qualify leads to verify fit for Sensor Tower’s enterprise product
- Book and seamlessly hand off appointments for demo calls to the AEs with whom you are paired
- Continuous prospecting for new accounts that are good fits for Sensor Tower
- Collaborate with Marketing, Sales Leadership, Sales Operations, and your AE partners
- Become an expert and talk in-depth on all of the Sensor Tower products
What we are looking for:
- Must be willing to work in our Beijing office three days a week
- Fluent in English both written and spoken
- Recent graduates or candidates with 1–2+ years of experience (sales experience a plus).
- Passion for and knowledge of the mobile space and app economy
- Sincere interest in building a career in sales
- Strong oral and written skills, and detail-oriented
- Hunger to grow and learn while being a true team player
- Ability to keep up in a quickly changing environment
Fraud warning:
It's common for scammers to create positions that look legitimate on other sites. To ensure your submission is considered, only apply for positions at Sensor Tower through our company website or through posts directly associated with Sensor Tower company profiles on sites such as LinkedIn, Indeed, BuiltIn or Hackajob. At no point will Sensor Tower ever ask for money, credit card, or bank account information to complete a job application. Communications received from Sensor Tower are only sent by e-mail addresses ending in sensortower.com http://sensortower.com. All Sensor Tower interviews will be conducted via phone or Zoom. At no time will a conversation be moved to an alternative email outside of sensortower.com http://sensortower.com or text. Should an issue arise that you feel we should be aware of, please contact us. Please provide your resume when applying.
To all recruitment agencies:
Sensor Tower does not accept third party resumes. Please do not send resumes to our jobs alias, Sensor Tower employees or any other organization location. Sensor Tower is not responsible for any fees related to unsolicited resumes. Sensor Tower will not pay any third-party agency or company that does not have a signed agreement with Sensor Tower.
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.
Location: Remote, EMEA; Czech Republic; Georgia; Kyiv; Moldova; Romania; Warsaw; Bulgaria; Cyprus; Greece; Latvia; Lithuania; Macedonia; Serbia; Kosovo
Workplace: remote
In 2017, Belkins started as an appointment-setting agency with just one service offering. Fast-forward to today, and we've transformed into Belkins Group — a vibrant ecosystem of services and products that define the cutting-edge landscape of the SalesTech and MarTech industries. For seven years running, we’ve been the top appointment-setting agency, achieving amazing results across 50+ industries worldwide.
Our results speak for themselves: with over 1,000 clients and a global portfolio, we’ve set up more than 200,000 appointments, delivering a $10 return for every $1 spent. We’re experts in B2B appointment setting, providing essential services for companies ready to take their growth to the next level. By diving deep into lead research and using customized, omnichannel strategies, we turn opportunities into real success.
Joining Belkins means signing up for a journey of unstoppable growth and success, driven by curiosity, dedication, and a commitment to excellence.
We are looking for a results-driven Sales Development Representative to join one of our delivery units. Each unit is built around an Account Strategist who owns client strategy, supported by a Delivery Lead, Content Strategist, Researcher, and Email Deliverability Specialist. This organizational framework provides SDRs with technical assistance, yet you will remain fully responsible for managing campaigns, verifying setups, HubSpot reporting, and daily outreach. We’ve designed this to eliminate manual friction, such as lead research, so you can focus on calls, reply handling, and securing booked appointments.
You will work across multiple client projects simultaneously, running high-volume cold calling via a power dialer and personally managing all replies from automated email and LinkedIn campaigns.
Things You’ll Be Doing:
Cold Calling
Running outbound calling campaigns through a power dialer (
Koncert
) across
multiple (3-6) client projects simultaneously
- not one account, several, at once.
Handling objections live, on the call, and steering each conversation toward a booked appointment, not just working through a script.
Tracking connect rate and call-to-meeting conversion, flagging performance issues to your Account Strategist before they become a pattern, not after.
Reply Handling — Email & LinkedIn
Personally owning
every reply
that comes in from automated email
(Reply.io / Inbox AI)
and LinkedIn
(Expandi)
campaigns, not just monitoring the inbox.
Responding within
4–8 working hours
and nurturing prospects until they're ready to book.
Handling objections in writing, pushing for a next step, and converting replies into confirmed meetings.
Scheduling appointments and sharing meeting details with the team via Slack.
Campaign Oversight & Reporting
Monitoring key metrics across every project - connect rate, reply rate, conversion rate - as your own numbers, not someone else's dashboard.
Feeding structured feedback to Research, Content, and EDS so lead quality and messaging actually improve, not just flagging that something isn't working.
Keeping CRM hygiene tight in
HubSpot
and sharing a weekly recap your Account Strategist can actually use.
What You Bring:
2+ years of outbound sales experience with a strong cold-calling background
.
Confident, error-free written English
for handling email and LinkedIn replies - this is half the role, not an afterthought.
Fluent spoken English,
comfortable working across
US and European time zones
.
Strong understanding of outreach tools:
You’re comfortable working with CRM and automation platforms and understand the key technical elements behind cold outreach. You can support campaign setup, identify potential issues, and work with the right teams to resolve technical blockers.
The ability to run
multiple client projects in parallel
without losing quality or pace on any one of them.
Self-starting:
there are no fixed hours here, and the work doesn't get done unless you make it happen.
How We Hire:
Recruiter Interview
(~30 minutes) — with Yuliia or Inna.
Practical Task
(~60–90 minutes) — a written exercise covering outbound thinking, objection handling, and lead prioritization.
Hiring Manager Interview
(~45–60 minutes) — a conversation with the SDR Enablement Manager covering the details of your work, performance analytics, and a live cold-call roleplay.
Final Interview
(~60 minutes) — with the Managing Director and HR Business Partner to assess company fit and explore your values and working style.
Offer & Onboarding
— if it's a yes, we move fast.
*We may use AI tools to support parts of the hiring process. Final decisions are made by humans. Contact us for information on data processing.
At Belkins, we care deeply about our team members, and we prove it through:
Competitive Pay: Your dedication deserves more than recognition; it deserves compensation that matches your expertise.
Remote-First Flexibility: We’ve transitioned to a fully remote environment so you can work where you're most productive. Our flexible hours help you stay agile and focused.
Professional Growth: We’re a launchpad for your career. Through regular feedback, 1:1s, internal mobility, and knowledge-sharing, your growth is enabled and celebrated. We also maintain an internal wiki for insights and a library of the latest business books to keep you sharp.
Well-being focus: Your mental health is a priority. We offer mental health lectures and support for your overall well-being.
Recharge Time: We prioritize your rest with 20 paid vacation days, parental leave, fully covered sick days, and unlimited days off for unexpected needs.
Global Sync: We align with U.S. holidays to keep our global teams in sync.
Memorable Team Experiences: Work hard, play hard — even from a distance. Our online team-building events and all-hands gatherings bring humor, memes, and a lively atmosphere that makes teamwork genuinely fun.
Location: Hong Kong
Job Title: Sales Lead, Hong Kong
Department: Financial Partnerships & Sales
Reports to: Co-Founder (Sales)
Location: Remote/Hong Kong
About Codex
Codex is building the infrastructure for stablecoin-based cross-border payments — moving money faster, cheaper, and more transparently than the legacy financial system. Backed by Circle, Coinbase, Dragonfly, we're a small team solving hard problems at the intersection of crypto and global payments.
The Role
As a Sales Lead at Codex, you'll own the end-to-end commercial relationship with institutional clients and fintech partners in your region — from first outreach through to signed contracts and live trading.
This is a high-ownership, high-accountability role. You'll be managing a live pipeline, attending conferences, and regularly interfacing with Compliance, Legal, and Operations to unblock deals and get clients trading.
Responsibilities
Pipeline Development & Outbound
- Own your regional pipeline from top of funnel to close — sourcing leads, qualifying prospects, and maintaining accurate deal records
- Run targeted outbound across various platforms in coordination with the Marketing function, and follow up on inbound leads generated by the website and conferences
- Identify and attend high-value industry conferences and side events in your region to generate new relationships and accelerate deals in progress
Deal Execution
- Run discovery calls and commercial negotiations with prospects across your region
- Identify client use cases, volume profiles, and corridor requirements — and translate these into pricing proposals in coordination with the Trading, Treasury and Account Management team
- Escalate pricing blockers, compliance queries, and onboarding blockers with clear context so they can be resolved quickly
- Manage deals involving complex structures with appropriate rigour and cross-functional coordination
Client Onboarding & Activation
- Own the handoff from signed deal to live trading — coordinating with internal teams on KYB, account setups, and spread configurations
- Stay close to newly onboarded clients during their ramp-up period, following up on first trades and resolving any friction in their early experience
- Surface client feedback on product gaps, pricing, SLAs, and rail coverage to the relevant internal teams
Account Management & Reactivation
- Monitor the health of your client book — tracking volume trends, flagging at-risk accounts, and proactively engaging clients who have gone quiet
- Lead reactivation efforts for dormant clients in your region, understanding why they churned and what it would take to bring them back
- Build deep relationships with key accounts, acting as a trusted commercial partner rather than a transactional sales contact
Market Intelligence
- Stay current on competitor pricing, product capabilities, and market positioning in your region, and share intelligence with the team regularly
- Identify emerging client segments, use cases, or geographies that represent commercial opportunity for Codex
What This Role Requires
- Sales experience in fintech, crypto, payments, or financial services — ideally selling to institutional or business clients
- Strong understanding of cross-border payments, stablecoins, and the FX dynamics of your target region
- Comfortable discussing pricing, compliance requirements, and product capabilities in the same conversation
- Highly organised with a disciplined approach to pipeline management and follow-up
- Able to work across time zones and build relationships with clients who operate in fast-moving, operationally complex environments
- Fluency in English required; additional languages relevant to your region are a strong advantage
Location: Latin America
Workplace: Remote
Job Title: Sales Lead (Latin America)
Department: Financial Partnerships & Sales
Reports to: Co-Founder (Sales)
Location: Remote (Based in Latin America)
About Codex
Codex is building the infrastructure for stablecoin-based cross-border payments — moving money faster, cheaper, and more transparently than the legacy financial system. Backed by Circle, Coinbase, Dragonfly, we're a small team solving hard problems at the intersection of crypto and global payments.
The Role
As a Sales Lead at Codex, you'll own the end-to-end commercial relationship with institutional clients and fintech partners in your region — from first outreach through to signed contracts and live trading.
This is a high-ownership, high-accountability role. You'll be managing a live pipeline, attending conferences, and regularly interfacing with Compliance, Legal, and Operations to unblock deals and get clients trading.
Responsibilities
Pipeline Development & Outbound
- Own your regional pipeline from top of funnel to close — sourcing leads, qualifying prospects, and maintaining accurate deal records
- Run targeted outbound across various platforms in coordination with the Marketing function, and follow up on inbound leads generated by the website and conferences
- Identify and attend high-value industry conferences and side events in your region to generate new relationships and accelerate deals in progress
Deal Execution
- Run discovery calls and commercial negotiations with prospects across your region
- Identify client use cases, volume profiles, and corridor requirements — and translate these into pricing proposals in coordination with the Trading, Treasury and Account Management team
- Escalate pricing blockers, compliance queries, and onboarding blockers with clear context so they can be resolved quickly
- Manage deals involving complex structures with appropriate rigour and cross-functional coordination
Client Onboarding & Activation
- Own the handoff from signed deal to live trading — coordinating with internal teams on KYB, account setups, and spread configurations
- Stay close to newly onboarded clients during their ramp-up period, following up on first trades and resolving any friction in their early experience
- Surface client feedback on product gaps, pricing, SLAs, and rail coverage to the relevant internal teams
Account Management & Reactivation
- Monitor the health of your client book — tracking volume trends, flagging at-risk accounts, and proactively engaging clients who have gone quiet
- Lead reactivation efforts for dormant clients in your region, understanding why they churned and what it would take to bring them back
- Build deep relationships with key accounts, acting as a trusted commercial partner rather than a transactional sales contact
Market Intelligence
- Stay current on competitor pricing, product capabilities, and market positioning in your region, and share intelligence with the team regularly
- Identify emerging client segments, use cases, or geographies that represent commercial opportunity for Codex
What This Role Requires
- Sales experience in fintech, crypto, payments, or financial services — ideally selling to institutional or business clients
- Strong understanding of cross-border payments, stablecoins, and the FX dynamics of your target region
- Comfortable discussing pricing, compliance requirements, and product capabilities in the same conversation
- Highly organised with a disciplined approach to pipeline management and follow-up
- Able to work across time zones and build relationships with clients who operate in fast-moving, operationally complex environments
- Fluency in English required; additional languages relevant to your region are a strong advantage
Location: South Africa; United States
About Huzzle
At Huzzle, we connect exceptional talent with top opportunities at leading companies across the UK, US, Canada, Europe, and Australia. Our clients include fast-growing startups and established businesses in SaaS, MarTech, FinTech, and EdTech.
Unlike traditional outsourcing, you’ll be placed directly with a client as a core member of their team—giving you real ownership, career progression, and long-term stability.
Role Type: Full-time
Engagement: Independent Contractor
Job Summary
As a Senior SDR/Specialist, you are the "Confident Connector." You aren't just managing a lead queue; you are the local expert and trusted advisor pet parents turn to when they need the best care for their furry family members. In an industry where people are often overwhelmed by endless lists of options, you provide clarity and peace of mind by matching them with the perfect professional and closing the booking right then and there. This is a high-energy, revenue-driving role where your empathy, speed, and conviction directly transform inquiries into confirmed reservations.
Key Responsibilities
Act as a trusted consultant to pet parents, understanding their pet’s personality and non-negotiable needs to provide expert service recommendations.
Manage inbound inquiries with speed and precision, guiding customers from initial interest to a confirmed booking on a single call.
Execute the "close" by setting up customer accounts and completing reservations on behalf of the pet parent to ensure a friction-less experience.
Maintain a deep knowledge of the curated network of pet resorts, walkers, groomers, and veterinary centers to provide authoritative advice.
Meet and exceed KPIs focused on conversion rates and total bookings generated.
Provide 8am–8pm coverage via a structured shift schedule to ensure every lead receives a timely response.
Requirements
Onshore residency in Dallas, Denver, Boston, Portland, or Houston.
Proven ability to work a flexible 40-hour weekly schedule including split shifts to cover the 8am–8pm window.
Exceptional verbal communication skills with the ability to build immediate rapport and project authority.
High empathy and a genuine passion for pet care—you treat every customer's pet like family.
Natural "closer" instinct with the ability to guide people toward a decision with confidence.
High level of organization and the ability to work effectively in a fast-paced startup environment.
Nice-to-Haves
Previous experience in a closing role or high-volume sales environment.
Proficiency with HubSpot CRM.
Bilingual (English/Spanish) is a plus.
Benefits
🌎 Fully remote role with flexible working hours
🚀 Work with high-growth international companies
📈 Clear career progression to Account Executive and beyond
🎯 Performance-based bonuses and incentives
🤝 Direct hire with global clients (not outsourced)
🧠 Ongoing training, mentorship, and sales development support
Location: Paris, France; London, England
Workplace: Remote
ROLE SUMMARY
Our fast-moving and highly successful Strategic Sales team is growing, and we are seeking the next Account Executive in Paris, France to join our team! Temporal is a remote-first company; however, this role is focused on EMEA to better support our customers and collaborate more effectively with regional teammates.
We are looking for those who share our values, challenge 'standard' thinking, and want to influence our future. If you want to be part of an amazing team, have a passion for open-source software, and a desire to build successful customer relationships, then come join us!
We are looking for a motivated and enthusiastic Account Executive to join the growing Temporal team. This role will become a main point of contact for Temporal customers by leveraging your technical, sales, and account management skills to help grow usage and discover new use cases across your book of business.
WHAT YOU'LL DO
- Activate and implement new logo accounts and get them up and running on the platform
- Identify activation and expansion opportunities within your customer base
- Be responsible for the success of a broad book of business
- Create and grow relationships with our champions
- Drive consistent activity, pipeline development and quota attainment
- Partner with product marketing to deliver proper messaging and content to Temporal Cloud customers
- Design and execute programs to support the identification, design and productionisation of new case cases with your customers
- Identify ICP accounts and pursue the right opportunities in the right accounts to drive ARR growth
- Work closely with our Start Up Program team and Self Sign Up team to ensure success for the right new logo prospects
WHAT YOU'LL BRING
- Individuals in this role have a passion for technology and the ambition to dive head-first into new challenges
- 3+ years experience working in a Sales, Customer Success, Account Management, Sales/Business Development
- A background and passion for advocating on behalf of your customers
- A mind for technology - we’ll teach you about Temporal and databases, but our customers and product are inherently technical and you should have an aptitude and curiosity to learn about those concepts
- The ability to act with a high level of autonomy, you will be expected to take full ownership of your customer portfolio and make key decisions to drive effective customer outcomes
- An entrepreneurial mindset - this is a new role at Temporal where you will be required to both deviate from established procedure and often build entirely new process or practices to ensure we best serve this customer segment
- Team player and passion for collaboration
- Prior experience to tooling like Salesforce, Slack, Outreach, Gong, CommonRoom
- Prior exposure to database, cloud, and infrastructure technology is a plus
Temporal Technologies is an Equal Opportunity Employer. Temporal Technologies does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need. We embrace and celebrate differences and diversity.
Temporal is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. If you need to request a reasonable accommodation, please let your Recruiter know so we can assist.
Location: Worldwide
Workplace: hybrid
VIP SERVICES CONCIERGE
Department / Section:Hotel / Guest Services
Reports to:VIP Services Manager
The VIP Services Concierge will provide personalized and exclusive services to VIP guests, ensuring their needs are met and their expectations are exceeded throughout their cruise experience. You will serve as a dedicated point of contact for VIP guests, assisting them with various requests, coordinating their activities, and creating memorable experiences onboard. This role requires exceptional customer service skills, attention to detail, and a passion for delivering a luxurious and tailored service.
VIP Guest Management: Act as the primary point of contact for VIP guests, ensuring their needs and expectations are anticipated and exceeded. Coordinate personalized services, including dining reservations, special events, shore excursions, and onboard activities and services;
VIP Team Management: Manage and provide guidance to a team of VIP service personnel, including concierge and butler staff, and other dedicated team members. Oversee their daily tasks, performance, and training, in order to maintain a high level of service excellence;
VIP Lounge Management: Manage the operation of VIP lounge areas and ensure the quality of service and the atmosphere are at the level expected;
Guest Relations: Build and maintain positive relationships with VIP guests, ensuring their satisfaction throughout their cruise. Address any concerns or special requests promptly and effectively, offering appropriate solutions and personalized attention;
Pre-Cruise Communication: Establish communication with VIP guests prior to their arrival, gathering information on their preferences, dietary requirements, special celebrations, and any other specific requests. Ensure that necessary arrangements are made in advance to exceed their expectations;
Communication and Collaboration: Foster effective communication and collaboration with other vessel departments, such as front office, housekeeping, food and beverage, spa, among other, to ensure seamless coordination and delivery of VIP services. Liaise with department heads to ensure that VIP guests receive priority access, exclusive experiences, and exceptional service;
VIP Amenities & Services: Arrange for personalized amenities and specialized services for VIP guests, such as welcome gifts, personalized stationery, preferred seating, and customized in-room amenities. Ensure that these amenities are delivered promptly and in line with guest preferences;
Exclusive Events: Plan and execute exclusive events and activities for VIP guests, such as private cocktail receptions, gourmet dinners, and exclusive shore excursions. Coordinate with relevant departments to ensure smooth execution and a memorable experience for VIP guests;
Arabic Cultural Expertise: Utilize your knowledge of Arabic culture, customs, and traditions to provide culturally sensitive and authentic experiences for Arabic VIP guests. Ensure that their unique needs and preferences are understood and met;
Complaint Handling: Handle any guest complaints or issues promptly and effectively, ensuring that appropriate solutions are provided to maintain guest satisfaction. Escalate any complex issues to the appropriate management level for resolution;
Feedback and Reporting: Collect guest feedback and monitor guest satisfaction levels. Prepare reports and provide insights on VIP guest preferences, trends, and areas for improvement to enhance the VIP service experience;
Confidentiality and Discretion: Exercise a high level of confidentiality and discretion when handling VIP guest information, requests, and personal details. Ensure the privacy and security of VIP guests throughout their cruise;
Training and Development: Participate in regular training sessions to enhance skills and knowledge. Stay updated on industry trends and best practices and share relevant information with the team;
Safety and Security: Adhere to ship safety protocols and emergency procedures within the front office department. Monitor security measures and promptly report any incidents or concerns.
Requirements
A minimum of 5-years’ experience as Guest Services or Concierge role, preferably in a luxury ship and luxury hotel setting;
Proficiency in Arabic and English is essential, with excellent verbal and written communication skills for guest interaction. Any additional languages is a plus;
Vast knowledge of Arabic culture, customs, and etiquette;
Strong organizational and multitasking capabilities with exceptional attention to detail and the ability to anticipate guest needs and preferences;
Excellent interpersonal and communication skills to build rapport with VIP guests and provide personalized attention;
Problem-solving and conflict resolution skills, with the ability to handle guest complaints and concerns with professionalism and empathy;
Passionate for delivering exceptional service and creating memorable experiences for VIP guests;
Professional demeanor and the ability to remain composed and customer-focused in high-pressure situations;
Ability to work in a dynamic and fast-paced, 24/7 operational environment, including weekends and holidays;
Familiarity with shipboard property management systems, reservation systems, and Microsoft Office applications is recommended;
Understanding of shipboard safety and security protocols and the ability to ensure compliance.
Documentation Requirements
Valid Passport;
Valid Seamans Book;
STCW Certification;
Documentation related to the position
Contract: 4months on / 2 off
Start date – For Pooling purposes
Location: Worldwide
Workplace: hybrid
VIP SERVICES MANAGER
Department / Section:Hotel / VIP Services
Reports to:Guest Services Manager
The VIP Services Manager will provide exceptional personalized service to VIP guests, ensuring their unique needs and preferences are met throughout their cruise experience. You will oversee a team dedicated to delivering a high level of service, coordinating VIP activities and ensuring a seamless and memorable journey for these esteemed guests. This role requires strong leadership skills, attention to detail, and the ability to create a luxurious and exclusive atmosphere onboard.
VIP Guest Management: Act as the primary point of contact for VIP guests, ensuring their needs and expectations are anticipated and exceeded. Coordinate personalized services, including dining reservations, special events, shore excursions, and onboard activities and services;
VIP Team Management: Manage and provide guidance to a team of VIP service personnel, including concierge and butler staff, and other dedicated team members. Oversee their daily tasks, performance, and training, in order to maintain a high level of service excellence;
VIP Lounge Management: Manage the operation of VIP lounge areas and ensure the quality of service and the atmosphere are at the level expected;
Guest Relations: Build and maintain positive relationships with VIP guests, ensuring their satisfaction throughout their cruise. Address any concerns or special requests promptly and effectively, offering appropriate solutions and personalized attention;
Pre-Cruise Communication: Establish communication with VIP guests prior to their arrival, gathering information on their preferences, dietary requirements, special celebrations, and any other specific requests. Ensure that necessary arrangements are made in advance to exceed their expectations;
Communication and Collaboration: Foster effective communication and collaboration with other vessel departments, such as front office, housekeeping, food and beverage, spa, among other, to ensure seamless coordination and delivery of VIP services. Liaise with department heads to ensure that VIP guests receive priority access, exclusive experiences, and exceptional service;
VIP Amenities & Services: Arrange for personalized amenities and specialized services for VIP guests, such as welcome gifts, personalized stationery, preferred seating, and customized in-room amenities. Ensure that these amenities are delivered promptly and in line with guest preferences;
Exclusive Events: Plan and execute exclusive events and activities for VIP guests, such as private cocktail receptions, gourmet dinners, and exclusive shore excursions. Coordinate with relevant departments to ensure smooth execution and a memorable experience for VIP guests;
Arabic Cultural Expertise: Utilize your knowledge of Arabic culture, customs, and traditions to provide culturally sensitive and authentic experiences for Arabic VIP guests. Ensure that their unique needs and preferences are understood and met;
Complaint Handling: Handle any guest complaints or issues promptly and effectively, ensuring that appropriate solutions are provided to maintain guest satisfaction. Escalate any complex issues to the appropriate management level for resolution;
Feedback and Reporting: Collect guest feedback and monitor guest satisfaction levels. Prepare reports and provide insights on VIP guest preferences, trends, and areas for improvement to enhance the VIP service experience;
Training and Development: Conduct regular training sessions for the VIP Services team to enhance their skills and knowledge. Stay updated on industry trends and best practices and share relevant information with the team;
Safety and Security: Adhere to ship safety protocols and emergency procedures within the front office department. Monitor security measures and promptly report any incidents or concerns.
Requirements
A minimum of 5-years’ experience as VIP Services Manager or similar role, preferably in a luxury ship and luxury hotel setting;
Proficiency in Arabic and English is essential, with excellent verbal and written communication skills for guest interaction. Any additional languages is a plus;
Vast knowledge of Arabic culture, customs, and etiquette;
Experience in other cruise vessels of similar size (15000 GT/3400 pax) is a plus;
Proven leadership and managerial skills, with the ability to motivate, develop and ensure service excellence within a team;
Strong organizational and multitasking capabilities with exceptional attention to detail and the ability to anticipate guest needs and preferences;
Excellent interpersonal and communication skills to build rapport with VIP guests and coordinate with various ship departments;
Problem-solving and conflict resolution skills, with the ability to handle guest complaints and concerns with professionalism and empathy;
Passionate for delivering exceptional service and creating memorable experiences for VIP guests;
Ability to work in a dynamic and fast-paced, 24/7 operational environment, including weekends and holidays;
Familiarity with shipboard property management systems, reservation systems, and Microsoft Office applications is recommended;
Understanding of shipboard safety and security protocols and the ability to ensure compliance.
Documentation Requirements
Valid Passport;
Valid Seamans Book;
STCW Certification;
Contract: 4 months on / 2 off
Start date – For Pooling purposes
Location: New York, NY (HQ); San Francisco, CA; Remote (US)
Workplace: Hybrid
ABOUT RAMP
Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $275B in annualized spend flows in and out of 85,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books.
The problems are high-stakes, data-dense, and unforgiving.
We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome.
The median Ramp customer saves 7.5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same.
If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it.
ABOUT THE ROLE
As an Account Executive | Mid-Market at Ramp, you are a proven hunter & sales closer with track record of quota attainment and overachievement. We believe strongly in our value proposition of aligning incentives with our customers and you will bring it to life through the sales process with C-Level executives and key decision makers. As an early member of the team, you will also have the opportunity to help build the sales engine and define the sales strategy that fuels the growth of the company!
WHAT YOU’LL DO
- Drive revenue for Ramp, owning the entire sales cycle through close
- Develop strategies for closing opportunities within your assigned territory
- Leverage sales methodologies to uncover customer needs and pain points
- Articulate Ramp’s value proposition by using the appropriate sales qualification standards
- Own sales activity and monthly revenue forecasting in Salesforce
- Collaborate with product, design, and engineering teams to incorporate customer feedback
WHAT YOU'LL NEED
- Minimum 4 years of quota-carrying direct SaaS sales experience in a full cycle closing role with strong prospecting, qualifying, negotiating, and closing skills
- Experience closing upwards of 20 deals a quarter, with an average deal size about 50K in ACV
- Ability to discuss Ramp's value proposition with C-level executives, finance teams, and decision makers
- Experience with outbound prospecting and conducting product demonstrations
- Consultative sales approach and comfortable leveraging analytical & quantitative skills
- Consistent track record of hitting or exceeding sales targets in a fast-paced environment
- High adaptability and understanding of change within the evolution of a startup
- Excellent verbal and written communication skills
NICE TO HAVES
- Experience selling financial services
EARNING POTENTIAL & CAREER GROWTH
At Ramp, top performance is rewarded with industry-leading compensation and exceptional earning opportunities:
- Top Performers Excel: The top 20% of Individual Contributors achieved an average weighted quota attainment of 266% in H1 2026.
- High-Earning Upside: The top 20% of Individual Contributors are projected to earn an annualized total compensation averaging ~$600k based on H1 2026 results.
- Rapid Career Progression: Over the past year (Aug 2025 – Aug 2026), 65% of Account Executives in role for 12+ months earned promotions.
Individual compensation and advancement results vary based on segment, territory, tenure, and market conditions; past performance does not guarantee future earnings.
BENEFITS AVAILABLE TO ALL FULL-TIME RAMP EMPLOYEES (GLOBAL)
- Flexible PTO
- Centralized home-office equipment ordering
- Health and wellness stipend
- Budget for intra-office travel
- Weekly coffee stipend
UNITED STATES
- 100% medical, dental & vision insurance coverage for you, with partial coverage for dependents
- One Medical annual membership
- 401(k), including employer match on contributions made while employed by Ramp
- Fertility HRA (up to $10,000 per year)
- Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay
- Pet insurance
- In-office perks: lunch, snacks, drinks, and more
- Relocation expense coverage to NYC or SF (if needed)
CANADA
- Group medical, dental, and vision coverage through Sun Life
- Life, AD&D, and disability coverage
- Fertility drug coverage (up to $4,000 lifetime)
- Group Retirement Plan with employer match (RRSP + DPSP)
- Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay, with additional time available at reduced pay
- Employee Assistance Program and virtual care through Lumino Health
UNITED KINGDOM
- Private medical insurance through Freedom Elite
- Virtual GP and at-home care via eMed x Livi
- Workplace pension through Penfold, with salary sacrifice option
- Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay with additional time available at reduced pay
REFERRAL INSTRUCTIONS
If you are being referred for the role, please contact that person to apply on your behalf.
OTHER NOTICES
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Beware of recruiting scams: Ramp will only contact you through official @Ramp.com http://Ramp.com email addresses and will never ask for payment or sensitive personal information during the hiring process.
Ramp Applicant Privacy Notice https://ramp.com/legal/applicant-privacy-notice
Location: 5151 San Felipe, Suite 1800, Houston, TX 77056
SUMMARY:
The Senior Client Manager/ Team Lead works with and supports Producers, Client Advocates, Client Executives and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business largely comprised of Charter Schools. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand large and complex client relationships. This position is a senior, client-facing role responsible for directly supporting Property & Casualty Insurance client relationship management efforts. The position supports and coordinates service activity and is a key member of the client service team, responsible for delivery of the program-level strategy and providing consultation to clients.
This position mentors a client service team through continuous learning, transparent feedback, and strong talent development. Working directly with the team to assist in setting individual and team goals aligned with the sales and growth strategy, service platform execution, continual process improvement, proactively identifying and meeting client needs, enabling retention and growth of a defined book of business from a client service perspective.
Location: This role requires a hybrid work schedule out of either our Dallas, Austin or Houston offices, 3 days a week in office.
QUALIFICATIONS:
You will find EPIC to be a fast-paced and fun environment and a workplace in which you truly can make a difference. Creativity and independent thinking is valued throughout our organization. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Client Management:
Serve as the primary expert resource and first point of contact for clients, handling questions on risk management, coverage, contractual issues, and compliance specific to the Charter School industry.
Analyze client data, conduct market comparisons, strategize around coverage and exclusions, and negotiate premiums and commission rates.
Provide marketing and new business development support, including preparing presentations and proposals, and participating in and/or conducting meetings with clients and/or prospective clients.
Delegate office administrative work and oversee tasks.
Service Delivery:
Establish and maintain primary business relationships with clients, developing comprehensive customer service plans.
Consistently establish and maintain high levels of trust and confidence with clients through periodic unscheduled contact and prompt resolution of client questions and issues.
Analyze client and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives.
Negotiate with carriers on clients’ behalf for best available premiums, commissions, and coverage.
Maintain expert knowledge and provide clients with up-to-date information on insurance, market trends, and legislation.
Work with claims advocates to ensure client needs are satisfied throughout the claims process.
Marketing and Business Development:
Prepare renewal specifications for presentation to carriers, including analysis of claims, changes in client operations, and recommended renewal pricing.
Conduct renewal presentations as part of a team.
Develop strong relationships with business partners, including underwriters, brokers, and other professional service providers.
Personal and Organizational Development:
Set priorities and manage workflow to ensure all goals are met.
Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts.
Document correspondence and activity in agency management systems.
Interact effectively with others, utilizing good communication skills and providing information and guidance as needed.
Stay informed regarding industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance.
SUPERVISORY RESPONSIBILITIES:
Supervise Client Manager and Assistant Client Manager position(s).
QUALIFICATIONS
:
High school diploma or G.E.D. equivalent required; college degree preferred.
Five or more years of experience in mid-size brokerage or independent agency.
Proficiency in Microsoft Office applications, especially Excel.
Ability to work in a fast-paced environment and handle multiple tasks.
High level of interpersonal skills for handling sensitive and confidential situations.
Valid State Property and Casualty License and State Driver’s License required.
Excellent negotiation skills and in-depth knowledge of the insurance business.
Strong leadership skills with experience in delegation, coaching, and mentoring.
Proficiency in Sagitta and ImageRight preferred.
Strong aptitude for interpreting coverage forms, contractual agreements, and financial statements.
Highly motivated with a strong work ethic and ability to work independently.
Project and team management experience preferred.
Insurance industry designations preferred (CIC, CRM, CPCU).
Experience with complex shared/layered programs preferred.
PHYSIICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.
Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
#LI-LL1 #LI-Hybrid
Location: 5151 San Felipe, Suite 1800, Houston, TX 77056
SUMMARY:
The Senior Client Manager works with and supports Producers, Client Advocates, Client Executives and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business largely comprised of Charter Schools. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand large and complex client relationships. This position is a senior, client-facing role responsible for directly supporting Property & Casualty Insurance client relationship management efforts. The position supports and coordinates service activity and is a key member of the client service team, responsible for delivery of the program-level strategy and providing consultation to clients.
This position mentors a client service team through continuous learning, transparent feedback, and strong talent development. Working directly with the team to assist in setting individual and team goals aligned with the sales and growth strategy, service platform execution, continual process improvement, proactively identifying and meeting client needs, enabling retention and growth of a defined book of business from a client service perspective.
Location: This role requires a hybrid work schedule out of either our Dallas, Austin or Houston offices, 3 days a week in office.
QUALIFICATIONS:
You will find EPIC to be a fast-paced and fun environment and a workplace in which you truly can make a difference. Creativity and independent thinking is valued throughout our organization. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Client Management:
Serve as the primary expert resource and first point of contact for clients, handling questions on risk management, coverage, contractual issues, and compliance specific to the Charter School industry.
Analyze client data, conduct market comparisons, strategize around coverage and exclusions, and negotiate premiums and commission rates.
Provide marketing and new business development support, including preparing presentations and proposals, and participating in and/or conducting meetings with clients and/or prospective clients.
Delegate office administrative work and oversee tasks.
Service Delivery:
Establish and maintain primary business relationships with clients, developing comprehensive customer service plans.
Consistently establish and maintain high levels of trust and confidence with clients through periodic unscheduled contact and prompt resolution of client questions and issues.
Analyze client and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives.
Negotiate with carriers on clients’ behalf for best available premiums, commissions, and coverage.
Maintain expert knowledge and provide clients with up-to-date information on insurance, market trends, and legislation.
Work with claims advocates to ensure client needs are satisfied throughout the claims process.
Marketing and Business Development:
Prepare renewal specifications for presentation to carriers, including analysis of claims, changes in client operations, and recommended renewal pricing.
Conduct renewal presentations as part of a team.
Develop strong relationships with business partners, including underwriters, brokers, and other professional service providers.
Personal and Organizational Development:
Set priorities and manage workflow to ensure all goals are met.
Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts.
Document correspondence and activity in agency management systems.
Interact effectively with others, utilizing good communication skills and providing information and guidance as needed.
Stay informed regarding industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance.
QUALIFICATIONS
:
High school diploma or G.E.D. equivalent required; college degree preferred.
Five or more years of experience in mid-size brokerage or independent agency.
Proficiency in Microsoft Office applications, especially Excel.
Ability to work in a fast-paced environment and handle multiple tasks.
High level of interpersonal skills for handling sensitive and confidential situations.
Valid State Property and Casualty License and State Driver’s License required.
Excellent negotiation skills and in-depth knowledge of the insurance business.
Strong leadership skills with experience in delegation, coaching, and mentoring.
Proficiency in Sagitta and ImageRight preferred.
Strong aptitude for interpreting coverage forms, contractual agreements, and financial statements.
Highly motivated with a strong work ethic and ability to work independently.
Project and team management experience preferred.
Insurance industry designations preferred (CIC, CRM, CPCU).
Experience with complex shared/layered programs preferred.
PHYSIICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.
Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
#LI-LL1 #LI-Hybrid
Location: 2700 Via Fortuna, Bldg 2, 3rd Floor, Suite 375, Austin, TX 78746-7911
SUMMARY:
The Senior Client Manager works with and supports Producers, Client Advocates, Client Executives and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business largely comprised of Charter Schools. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand large and complex client relationships. This position is a senior, client-facing role responsible for directly supporting Property & Casualty Insurance client relationship management efforts. The position supports and coordinates service activity and is a key member of the client service team, responsible for delivery of the program-level strategy and providing consultation to clients.
This position mentors a client service team through continuous learning, transparent feedback, and strong talent development. Working directly with the team to assist in setting individual and team goals aligned with the sales and growth strategy, service platform execution, continual process improvement, proactively identifying and meeting client needs, enabling retention and growth of a defined book of business from a client service perspective.
Location: This role requires a hybrid work schedule out of either our Dallas, Austin or Houston offices, 3 days a week in office.
QUALIFICATIONS:
You will find EPIC to be a fast-paced and fun environment and a workplace in which you truly can make a difference. Creativity and independent thinking is valued throughout our organization. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Client Management:
Serve as the primary expert resource and first point of contact for clients, handling questions on risk management, coverage, contractual issues, and compliance specific to the Charter School industry.
Analyze client data, conduct market comparisons, strategize around coverage and exclusions, and negotiate premiums and commission rates.
Provide marketing and new business development support, including preparing presentations and proposals, and participating in and/or conducting meetings with clients and/or prospective clients.
Delegate office administrative work and oversee tasks.
Service Delivery:
Establish and maintain primary business relationships with clients, developing comprehensive customer service plans.
Consistently establish and maintain high levels of trust and confidence with clients through periodic unscheduled contact and prompt resolution of client questions and issues.
Analyze client and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives.
Negotiate with carriers on clients’ behalf for best available premiums, commissions, and coverage.
Maintain expert knowledge and provide clients with up-to-date information on insurance, market trends, and legislation.
Work with claims advocates to ensure client needs are satisfied throughout the claims process.
Marketing and Business Development:
Prepare renewal specifications for presentation to carriers, including analysis of claims, changes in client operations, and recommended renewal pricing.
Conduct renewal presentations as part of a team.
Develop strong relationships with business partners, including underwriters, brokers, and other professional service providers.
Personal and Organizational Development:
Set priorities and manage workflow to ensure all goals are met.
Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts.
Document correspondence and activity in agency management systems.
Interact effectively with others, utilizing good communication skills and providing information and guidance as needed.
Stay informed regarding industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance.
QUALIFICATIONS
:
High school diploma or G.E.D. equivalent required; college degree preferred.
Five or more years of experience in mid-size brokerage or independent agency.
Proficiency in Microsoft Office applications, especially Excel.
Ability to work in a fast-paced environment and handle multiple tasks.
High level of interpersonal skills for handling sensitive and confidential situations.
Valid State Property and Casualty License and State Driver’s License required.
Excellent negotiation skills and in-depth knowledge of the insurance business.
Strong leadership skills with experience in delegation, coaching, and mentoring.
Proficiency in Sagitta and ImageRight preferred.
Strong aptitude for interpreting coverage forms, contractual agreements, and financial statements.
Highly motivated with a strong work ethic and ability to work independently.
Project and team management experience preferred.
Insurance industry designations preferred (CIC, CRM, CPCU).
Experience with complex shared/layered programs preferred.
PHYSIICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.
Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page:
https://www.epicbrokers.com/about/epic-careers/
.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
.
#LI-LL1 #LI-Hybrid
ГибридseniorLondon
Cyprus
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