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THE TEAM YOU’LL WORK WITH The Technical Account Management team here at Carta is a key part of the broader Customer Success organization. Our TAM team manages the top 1% of our 21,000+ Private Markets customers, with a focus on liquidity events. These companies have more mature cap tables and complex account configurations, and we help them ensure their account is in an optimal state for transactions. This team is hyper-focused on the health and key business outcomes of these valuable customers, and is purely dedicated to their success. THE PROBLEMS YOU’LL SOLVE We are looking for a self-driven, high-performing, eager individual to join our team in cultivating a world-class experience for our top clients. This individual will work cross-functionally with directors, product managers, and other key roles to service clients and lead initiatives to continually improve our offerings. You will serve as the voice for your clients, reporting product feedback, enhancement opportunities, bugs, and actively communicating the status of these requests to the company administrators. If there is not a technical solution to their problem you will explore manual options, and identify and coordinate resources to implement. As a Technical Account Manager you will be responsible for servicing a book of Carta’s top strategic accounts. Client needs include: * Coordination and delivery of day-to-day account needs, including inbound support inquiries and product enablement * Assistance understanding the impact of changes to the cap table, and processes for inputting to match our data model * Proactive outreach to clean up or backfill data in order to more fully take advantage of Carta’s products and services * High-level project management, utilizing multiple internal teams to execute large transactions smoothly and efficiently * Primary point of contact to streamline the Carta experience and quarterback all cross-functional services THE IMPACT YOU’LL HAVE In joining our Technical Account Manager team, you will not only have the opportunity to forge important and lucrative relationships with clients but you’ll be able to help us continue to build out and shape this segment. This is a very exciting chance to contribute on a larger scale and create ripples within Carta. * Work closely with Carta’s largest, most strategic private liquidity (Tender Offer and CartaX) targets to provide a “white-glove” service experience and maintain customer health for retention and data integrity * Offer proactive service to your client book to encourage tool utilization, data cleanup and accuracy, build trust, and make our product “sticky” * Opportunity to support these clients through Tender Offers and CartaX transactions, including data cleanup and project management of all teams involved * Find creative technical solutions for complex and unique client requests * Act as a resource for other internal teams by participating in product brainstorming and testing sessions, Hackathons, and special projects to further the value we add for our clients * Improve account level metrics and overall customer health to extend the life cycle of accounts and client satisfaction ABOUT YOU Technical Account Managers must have full availability in the same time-zone as customers in their book of business. This includes taking calls, answering emails, and mobilizing action plans outside of business hours - during the week and on weekends - which will require use of personal emails and phone numbers. This person is the primary point of contact from Carta to streamline the customer experience.. * Understanding of equity compensation, interested in or already working toward CEP * Experience using Carta’s platform or a similar SaaS platform for managing private company equity information, ideally for enterprise-level customers * Familiarity with stock-based compensation financial reporting is a plus * Successful cross-functional collaborator, has led initiatives across multiple teams * Demonstrated experience building relationships with customers over a long period of time * Experience leading and participating in multiple large projects simultaneously * Eager to go the extra mile * Ability to travel for quarterly on-site visits with full client list * Master of problem identification and root cause analysis * Able to identify impact of transactions across all of our tools * General understanding of the compliance aspect of introducing liquidity to a company * Team player, willingly assists colleagues and participates for the success of others
Index Exchange is seeking a dynamic Account Manager to join our growing, collaborative team in New York! This role will focus on strengthening revenue for top-tier publishers via our real-time programmatic exchange. The Account Manager will work very closely across our entire Partner Services team to support strategic growth in partner relationships across North American publishers. It is the Account Manager's job to ensure that IX exceeds our publishers’ expectations by acting as a strategic advisor to our partners. The ability to work independently and to be responsible, enthusiastic, proactive and self-motivated is a must. You will use your knowledge and your understanding of IX’s offering to position complex, innovative, real-time media trading solutions as simple, accessible and easy to understand. As a publisher advocate, you will track, resolve and/or escalate client issues while communicating updates and managing expectations both internally and externally. In order to contribute to the culture of learning and growth at IX, as you develop your expertise we’ll look to you to participate in regular knowledge share sessions with the team to both teach and learn new strategies for optimizing and enhancing campaign performance. We are a global technology company that connects the largest publishers and marketers across the globe through programmatic advertising. We ensure publishers are able to secure their bottom line so they can provide content to consumers and bring news and information to society at large. Our mission is to democratize digital advertising, all while helping marketers reach the audiences that matter most to them across digital channels. For over 20 years, IX has been known as the change agents of digital advertising – innovators who help shape how our industry reacts to new challenges and shifts in the market. As a result, we’ve been able to partner with some of the most prominent players in the media industry including Hearst, Disney, and Meredith Corporation among many others. Here’s what we want: Knowledgeable: Depth of knowledge of ad tech including advertising/publisher business models, technical understanding of ad serving, wrapper technology, header bidding, media trading, RTB and/or other related advertising technology is absolutely essential Collaborative: You’ll need to work cross-functionally with other Index Exchange Sell-Side and Product teams to implement operational strategies, create feedback/insight/reports and document new processes to help improve the partner experience Strategic: As you learn our business we’ll look to you to identify actionable insights and new opportunities for our partners to increase revenue and drive greater marketplace demand Here’s What You’ll Be Doing: * Manage and develop client relationships for IX’s North American clients through the full life-cycle of the account — onboarding, client UI walk-throughs, ongoing relationship & yield management and quarterly business planning. * Drive publisher strategy by monitoring & analyzing key performance trends and optimizing open and private marketplace performance. * Perform operational tasks including administering creative blocks, daily performance monitoring, and custom report creation. * Drive IX product adoption and upsells through a deep understanding of client needs and product knowledge, while being the day-to-day contact for our publisher partners and point person for all client discussions. * Utilize Salesforce and other internal systems to ensure all account information is accurate and up to date. * Create end-to-end strategies for new publishers and product implementations. * Identify actionable insights and new revenue opportunities for our partners to increase revenue and drive greater marketplace demand * Track, resolve and/or escalate client issues while communicating updates and managing expectations both internally and externally * Participate in regular knowledge share sessions to share and learn new strategies for optimizing and enhancing campaign performance. * Forecasting revenue growth of assigned clients and tracking delivery of targets and OKRs. Here’s What You Need: * 3-5+ years of experience managing strategic clients in a client facing role managing end-to-end accounts, with revenue tied KPIs based on retention, growth, and continuous communication * Goal oriented approach to your clients — you are constantly seeking an opportunity to add value, build relationships, and deliver actionable insights that grow revenue for your clients * In-depth knowledge of the online advertising industry including technology solutions, advertising/publisher and network business models, technical understanding of ad serving, media trading, RTB and/or related advertising technology * A Bachelor's Degree from an accredited university, preferably in a business, marketing, communications or technology related field * A proficiency for data-driven decision making and an educational pedigree which illustrates it Here’s why you’ll love working here: * Our teams are built around cooperation, teamwork, and respect * 100% company paid comprehensive medical, dental and paramedical plan * Free Healthcare benefits, to include health, dental, and vision at no expense to the employees * Other competitive benefits, including 401(K), maternity/paternity leave, and a fantastic vacation policy At Index Exchange, we believe that successful products are built by teams just as diverse as the audience who uses them. As such, we are committed to equal employment opportunity. We celebrate diversity of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, or Veteran status. Additionally, we realize that diversity is deeper than any status or classification - diversity is the human experience. For those who show grit, passion, and humility - IX will welcome you. *Considering COVID-19, until further notice, everyone is required to Work from Home. When offices re-open, you will be required to follow the mandate of your local office.
Are you a proactive problem solver with a passion for programmatic advertising? Are you a relationship builder with strong interpersonal communication skills? If so, then we want to hear from you! We’re looking for an Account Manager (AM) to join our expanding Revenue team. Reporting to the Manager of Client Services, you’ll play an integral role in the post-sales client relations and lifecycle as it relates to user adoption of the StackAdapt platform, regular client communications and campaign management. In addition you’ll work closely with your Account Executives to ensure your clients are achieving their campaigns performance and identify account expansion opportunities. A successful AM at StackAdapt must have a strong understanding of our clients’ business objectives, and the ability to proactively communicate how new StackAdapt features and solutions can maximize the customer’s campaign ROI. Curious to learn more? You can read about 'a day in the life of an Account Manager' on our blog. StackAdapt Headquarters is located in Toronto, Canada but we primarily operate within the US market. We are looking to expand our team into the US and help us continue to penetrate key markets. About StackAdapt StackAdapt is a self-serve programmatic advertising platform used by the most exceptional digital marketers. This state-of-the-art platform is where some of the most progressive work in machine learning meets cutting-edge user experience. Ad buyers plan, execute, and manage data-driven digital advertising campaigns across all devices, inventory, and publisher partners. StackAdapt is a Top 100 Software Product on G2, being the only DSP on the Best Software Products and Highest Satisfaction lists. We've been recognized for our high performing campaign conversion rates, award-winning customer service, and innovation by numerous industry publications including: Great Place to Work® named StackAdapt as one of Canada’s Best Workplaces for Start-ups in 2021 A leader in the DSP, Video and Cross-Channel Advertising Categories on G2 A Top Growing Company in Canada based on the Globe and Mail's 2020 Business Report Named 23rd in Deloitte Canada’s Technology Fast 50™ program Named in Deloitte Technology's Fast 500 in North America StackAdapt is a diverse and inclusive team of collaborative, hardworking individuals trying to make a dent in the universe. We are an equal opportunity employer and we are happy to work with applicants requesting accommodation at any stage of the hiring process. We welcome and encourage anyone and everyone to apply.