Financial Services Business Manager
3 weeks ago
Unit Corporation is seeking a skilled Customer Success Manager to join our team. As a Customer Success Manager, you will play a critical role in helping our clients succeed with our embedded finance solutions.
The Ideal CandidateThe ideal candidate will have experience in a customer success, account management, or management consulting role, ideally in the Fintech industry.
You should be a quick learner, organized, and comfortable in fast-moving environments.
Job Responsibilities- Work closely with the support and implementation teams as a point of escalation for complex issues;
- Develop and monitor KPIs and other performance metrics to track client growth and success;
- Advocate for client needs to the internal organization;
- Build and manage multiple client relationships post-onboarding;
- Provide strategic consulting to clients on how to best implement their embedded finance product and bring it to market.
The base salary for this role is expected to be $120,000 - $140,000 per year. In addition, employees can expect generous benefits and may be eligible for equity and/or variable compensation. The final offer will be determined by factors including experience level, expertise, and location.
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Business Development Director
4 days ago
New York, New York, United States Century Business Services Full timeJob OverviewAt Century Business Services, we are seeking a highly skilled Senior Manager I Nonprofit, Governmental, Healthcare to join our team. This role will be responsible for leading our business development efforts in the financial services industry.Company OverviewWe are a leading provider of financial and employee business services, with over 120...
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Financial Services Manager
3 weeks ago
New York, New York, United States Charter School Business Management Full timeOverviewCharter School Business Management (CSBM) provides accounting and financial services to nonprofits in the education sector. We are seeking a highly skilled Financial Services Manager to join our team.
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Financial Business Developer
3 days ago
New York, New York, United States PNC Financial Services Group Full timeAbout the RolePNC Financial Services Group is a leading provider of financial services. We are seeking an experienced Financial Business Developer to join our team.The successful candidate will be responsible for building and maintaining relationships with clients, identifying new business opportunities, and developing strategies to drive sales growth.In...
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Strategic HR Business Partner for Phaxis
2 months ago
New York, New York, United States Phaxis - Financial Services Full timeAbout Phaxis - Financial ServicesWe are a leading financial services company committed to delivering exceptional results.Our team is passionate about making a difference in the lives of our clients and stakeholders.Salary and BenefitsThe estimated salary for this role is $65,000 - $85,000 per year, depending on experience.We offer a comprehensive benefits...
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Financial Services Director
4 days ago
New York, New York, United States Century Business Services Full timeCompany OverviewCentury Business Services is a leading provider of financial and employee business services. With over 120 offices across the U.S., we deliver top-level expertise to organizations of all sizes.
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Senior Financial Manager
1 day ago
New York, New York, United States Fora Financial Full timeAbout Our Company CultureWe pride ourselves on being a partner-centric organization, offering a customized funding approach and collaborating with our small-business customers to understand their needs in a dynamic economic environment.The Job DescriptionThe Senior Accounting Manager will be an integral part of our accounting team and supporting senior...
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New York, New York, United States Plaid Financial Full timePlaid powers the tools millions of people rely on to live a healthier financial life. Our Network Partnerships organization works closely with external data partners and industry bodies to enable product innovation and consumer empowerment.Job DescriptionLeads multiple strategic relationships with our largest financial institution partnersCreates and owns...
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Financial Services Property Manager
3 weeks ago
New York, New York, United States Phaxis - Financial Services Full timeJob OverviewWe are seeking a skilled Property Accountant to join our team at Phaxis - Financial Services.About the RoleThe successful candidate will be responsible for performing full cycle accounting for commercial/industrial/retail properties, including bank reconciliations and annual report filings.They will also process quarterly property management...
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Senior Financial Analyst
1 day ago
New York, New York, United States Arc Fund Manager LLC Full timeAbout the RoleThe Arc Fund Manager LLC seeks a highly motivated FP&A Associate to join its team. As a dynamic and growing organization, we foster learning from each other and growing personally and professionally.Main ResponsibilitiesDevelop Financial Models: Create and maintain robust financial models, forecasts, and budgets to support short-term and...
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Financial Director
4 days ago
New York, New York, United States Century Business Services Full timeRole OverviewWe are seeking an experienced Financial Director to lead our Tax Management team and oversee the preparation of tax returns for various entities.Key ResponsibilitiesManage client relationships, ensuring timely and efficient completion of client workConduct thorough reviews of financial records, including bank reconciliations, investment reports,...
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Business Financial Solutions Specialist
4 days ago
New York, New York, United States PNC Financial Services Group Full timeAbout UsPNC is a leading financial services provider dedicated to delivering exceptional customer experiences. Our team is united in our pursuit of excellence, and we strive to create an inclusive workplace culture where every employee feels valued and respected.Job DescriptionWe are seeking a highly skilled Business Financial Solutions Specialist to join...
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Senior Financial Operations Manager
3 weeks ago
New York, New York, United States Black Ink Business Services, LLC Full timeAbout Black Ink Business Services, LLCWe are a full-service business operations firm providing accounting, financial, and consulting services to a diverse client portfolio. Our clients span various industries, including technology, design, manufacturing, e-commerce, and music. Our mission is to empower our diverse clients with key operational business...
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Financial Services Manager NY
3 weeks ago
New York, New York, United States Creative Financial Staffing Full timeAward-winning Creative Financial Staffing seeks an accomplished Senior Auditor to spearhead our expanding team and deliver exceptional services to clients in Manhattan.About Our ValuesWe pride ourselves on providing a dynamic work environment where our professionals thrive and grow. Our diverse client base includes high-profile individuals, entertainment...
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Financial Services Director
3 weeks ago
New York, New York, United States Charter School Business Management Full timeAbout UsAt Charter School Business Management, we believe that every child deserves a quality education. Our mission is to empower the charter sector with financial education, services, and resources. We are committed to providing excellent opportunities for students and supporting our clients in achieving their goals.Job DescriptionThis is a remote position...
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Financial Services Director
4 days ago
New York, New York, United States Century Business Services Full timeJob OverviewCentury Business Services is thrilled to announce a new opportunity for an experienced Transaction Advisory Services Manager. This role offers the chance to work with a dedicated team and provide high-quality service to clients.As a leading professional services advisor, CBIZ delivers forward-thinking insights and actionable solutions to help...
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Business Operations Manager
3 weeks ago
New York, New York, United States Futran Tech Solutions Pvt. Ltd. Full timeJob OverviewFutran Tech Solutions Pvt. Ltd. is seeking a highly skilled Business Operations Manager - Financial Services to join our team in NYC NY Hybrid. As a key member of our finance department, you will be responsible for providing expert analysis and insights on liquidity management and payments systems.About the Role:* Manage and analyze complex...
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Financial Services Professional
1 day ago
New York, New York, United States Phaxis - Financial Services Full timeJob DescriptionAbout Phaxis - Financial ServicesWe are a leading financial services company dedicated to providing exceptional support to our clients.Your Role and ResponsibilitiesWe are seeking an experienced Accounts Receivable Coordinator to join our team. As a key member of our finance department, you will be responsible for managing customer payments,...
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Financial Services Professional
1 month ago
New York, New York, United States Phaxis - Financial Services Full timePhaxis - Financial Services is seeking a skilled Staff Accountant to join our team.Job DescriptionWe are looking for an experienced professional to assist with monthly, quarterly and year-end close processes.The ideal candidate will have expertise in preparing bank reconciliations and journal entries, as well as assisting with budgets and...
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Financial Services Content Director
3 weeks ago
New York, New York, United States Relay Financial Full timeAbout Relay Financial">Relay Financial is revolutionizing the way small businesses manage their finances. We're an all-in-one, collaborative money management platform designed to empower business owners and their finance teams.Salary RangeThe expected salary range for this role is $140,000 to $165,000 USD.Job Description">We're seeking a seasoned Financial...
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Financial Services Collections Specialist
3 weeks ago
New York, New York, United States Phaxis - Financial Services Full timeJob OverviewAt Phaxis - Financial Services, we are seeking a skilled Financial Services Collections Specialist to join our team.This is a full-time position responsible for managing customer payments and enhancing relationships with clients.Key Responsibilities:Process customer payments via checks and credit card transactionsPrepare invoices and weekly...