Join a high-performing team driving innovation and excellence

Job Description:

We are seeking a dynamic, results-oriented expert to serve as our Technology Procurement Expert/Director across private equity, investment banking, hedge fund and asset management clients.

In this exciting client facing role you will own vendor relationships and drive end-to-end procurement strategy and execution and advisory on behalf of our clients seeking to learn more about all aspects of their tech stack, in particular enterprise SaaS (including cloud providers), Managed Service Providers, and reseller networks. You’ll lead the full vendor lifecycle: from vendor discovery and due diligence to commercial negotiation, contract execution, license analysis, and renewal management while serving as a trusted source on behalf of our clients looking to learn more about their blind spots. Your expertise in evaluating and sourcing infrastructure, software, cloud, and cybersecurity solutions will be critical in delivering measurable value to our clients.

We’re looking for someone who combines technical fluency, strategic procurement experience, and strong stakeholder management skills.

This is a client and vendor facing consultative role that requires strong interpersonal and communication skills, as well as the ability to influence internal and external stakeholders. You’ll play a pivotal role in shaping a fast-growing business line - ideal for someone with deep technology expertise and the ambition to build and lead.

What you will do:

• Own vendor relationships across key enterprise technology providers, including performance tracking and contract optimization
• Lead end-to-end sourcing and procurement processes: solution evaluation, negotiation, renewal, and compliance
• Advise clients on cost savings opportunities, licensing models, and strategic procurement planning
• Analyze usage data and entitlements to reduce waste, optimize spend, and mitigate audit risk
• Collaborate with internal teams to manage contract terms, reconcile invoices, and track access rights
• Deliver insights and strategic recommendations, acting as a trusted advisor to client stakeholders
• Partner closely with Client Success and operational teams to ensure seamless execution and delivery
• Serve as a role model and mentor to junior members of the team

Skills and experience:

• ~5-10 years of experience in technology procurement, vendor management, or strategic sourcing within financial services, consulting or a similar field
• Experience working with Managed Service Providers, resellers and cloud infrastructure vendors
• Deep knowledge of enterprise technology categories (infrastructure, SaaS, cloud, cybersecurity, data platforms) and licensing frameworks
• High emotional intelligence & executive-level communication skills both written and verbal
• Proven ability to lead commercial negotiations, structure contracts, and manage complex vendor relationships
• Strong project management and stakeholder engagement skills, with a focus on outcomes and execution
• Highly organized, detail-oriented, and capable of managing multiple workstreams under tight timelines
• Strong proficiency in Excel (PivotTables, VLOOKUP), PowerPoint, and other standard productivity tools

Who will love this job:

• A competitor: you are motivated to deliver wins on behalf of clients and partners
• A team player: you know when to collaborate and when to execute solo
• A problem solver: you ask the right questions and drive towards solutions with exceptional attention to detail
• A builder: you will help to develop our infrastructure, playbook, and process to support our growth

Benefits:

• Competitive compensation and upside potential
• Ground floor opportunity to shape the strategic direction of an industry-disrupting business.
• Sharp, motivated co-workers in a fun office environment
• Generous health, dental, and vision benefits. 401k Plan with Company contribution.

Onsite: NYC (Monday-Thursday), Remote Friday

Compensation Range: $110,000 to ~$160,000 inclusive of bonuses, depending on level and prior work experience

‍

About Us:

Market data is one of the few mission-critical inputs to financial institutions that can quietly become overpriced, mis-scoped, and non-compliant—often because no one truly owns it day to day. The result is a constant, low-grade burden: renewal fire drills, vendor pressure, invoice disputes, and uncertainty around whether pricing, scope, and usage are fully optimized.

Concertiv exists to solve this problem. We ensure small and mid-sized financial institutions have the right market data solutions, at the right scope, at the best possible price—and that those outcomes are sustained over time. Today, we curate, procure, and optimize market data agreements for more than 75 firms, overseeing $140M+ in annual spend across approximately 1,600 contracts and 2,000 suppliers.

We are an ambitious, early-stage team based in Midtown Manhattan, united by a mission to deliver an exceptional client experience, scale a high-growth company, and have fun along the way.

Role Overview:

We are hiring a Customer Operations Associate to support our investment banking, private equity, hedge fund, and asset management clients with critical day-to-day market data and technology service operations.

In this fast-paced, detail-oriented role, you will serve as the primary day-to-day point of contact for clients—managing requests related to user access, subscriptions, and invoice management, answering questions, and consistently delivering an outstanding customer experience. You will also work closely with our India-based operations team to project manage requests, meet tight deadlines, and ensure accuracy and timely execution.

This is a hands-on, client-facing role offering broad exposure to client services, operations, project management, and financial services in a highly entrepreneurial environment. Success in this role requires comfort working under pressure, collaborating with international teams, managing competing priorities, and maintaining exceptional attention to detail.

What you’ll do:

• Deliver a highly responsive, friendly, and professional client service experience
• Support clients’ daily workflows across proprietary and third-party applications, collaborating with internal teams and following through until tasks are complete
• Troubleshoot common subscription issues, including licensing questions and invoice verification
• Support client portfolio management by coordinating meetings, preparing analysis, taking meeting notes, and ensuring timely follow-ups
• Provide analytical and operational support to the Procurement team
• Organize and present results for internal and external stakeholders
• Review, organize, and file documentation supporting client contracts and subscriptions
• Build and maintain strong relationships with client stakeholders across private equity, investment banking, and hedge fund clients
• Work collaboratively with internal teams and external vendors
  

Skills and experience:

• 1–2 years of experience in client service, operations, or a related role
• Bachelor’s degree from a four-year university; preference for business administration, operations, supply chain management, procurement, or related fields
• Strong customer-service mindset with the ability to guide clients through questions related to SaaS platforms and third-party tools
• Results- and deadline-oriented, with the ability to manage multiple priorities under pressure
• Proficiency with BI tools or the ability to learn quickly; experience with tools such as Zendesk or Salesforce is a plus
• Strong analytical and problem-solving skills
• Excellent written communication skills (email, presentations; longer-form writing over time)
• Coachable, self-motivated, resilient, and eager to grow

Who will love this job:

• Builders who want to help create and scale processes, playbooks, and infrastructure
• People-oriented professionals who take pride in delivering exceptional client experiences
• Competitive, results-driven individuals motivated by client wins
• Team players who know when to collaborate and when to execute independently
• Problem solvers with sharp attention to detail and a solution-oriented mindset
• People who enjoy the journey—we work hard, move fast, and know when to have fun together

Benefits:

• Competitive compensation with internal movement potential after two years
• Ground-floor opportunity to help shape an industry-disrupting business
• Exposure to leaders across finance, law, consulting, operations, and technology
• Smart, motivated teammates in a collaborative, in-office environment
• WFH flexibility on Fridays

Salary: $66,500-$70,000

Job Description:

Most financial institutions lack the scale and data sophistication to manage corporate travel effectively, leading to missed savings and uneven traveler experiences. Concertiv solves this by aggregating spend across our network and turning fragmented data into clear, actionable insights that drive real value. We are seeking a high-performing Analyst to accelerate this mission. You will blend rigorous analytics with cross-functional problem-solving, helping us expand our travel programs, strengthen our client value propositions, and support our momentum as we grow. Prior travel operations experience is not required, just a strong analytical foundation, experience in fast-paced environments, and a willingness to dive in and learn quickly.

What You’ll do:

• Design and own the dashboards and insights that drive strategic decisions for our corporate travel network and create the insights and narratives that help win new business and influence senior decision-makers
• Partner with senior leadership to uncover whitespace in our product offering and help design the roadmap for program expansion
• Collaborate with industry experts to develop compelling client-facing content that communicates the value of our programs and differentiates us in the market
• Own the end-to-end onboarding experience for new clients — becoming their trusted guide, demonstrating program value, and establishing the foundation for long-term success.
• Work closely with Product and Client Success to solve cross-functional challenges, improve workflows, and shape how we deliver exceptional value to our clients
• Gain fast-track exposure to the corporate travel ecosystem, from rate negotiation to vendor relationships to spend analytics, building skills typically acquired only after years in the industry
• Develop rigorous analytical instincts – your precision will drive pricing, client decisions, and strategic insights across the company

Skills and qualifications:

• 2-4 years experience in consulting, banking, or another analytical role, with a track record of top-quartile performance
• Strong Excel skills with the ability to analyze and present data effectively
• Demonstrated ability to develop polished, client-facing documents and presentations
• Strong analytical and problem-solving skills coupled with effective communication and interpersonal skills
• Bachelor’s in Business Administration, engineering, or a related field
• Excited to be part of an in-office culture

Benefits:

• Competitive salary, bonus, and equity compensation in a fast-growing, PE-owned company
• Opportunity to shape the strategic direction of an industry-disrupting business
• Sharp, motivated co-workers in a fun work environment
• Generous Health, Dental, Vision Benefits, 401k, and PTO Plan

About Concertiv:

Concertiv is redefining how small and mid-sized financial institutions manage corporate travel. By aggregating the travel spend of our network, we create the negotiating leverage of a much larger buyer, unlocking hotel and air rates that outperform public prices by 20–30% on average.

We are a fast-growing, New York-based team that is committed to excellence, integrity, and continuous improvement. We value diverse perspectives and encourage candidates from a wide range of backgrounds to apply.

Salary: $105,000-$140,000

Job Description:

We’re looking for a versatile and analytical Revenue Operations Manager to accelerate data-driven decision-making across our Client Success, New Business, Finance, and Operations teams.

This role sits at the center of our go-to-market (GTM) engine responsible for maintaining data integrity, improving forecasting accuracy, optimizing Salesforce processes, and driving scalable revenue growth through better systems, analytics, and insights.

If you thrive on connecting the dots between data, process, and strategy, this role offers an opportunity to build the infrastructure that powers a fast-growing enterprise services business.

What you will do:

• Own GTM Analytics & Insights: Develop and maintain core dashboards (Power BI, Salesforce, Excel) to monitor pipeline health, bookings, retention, and revenue performance. Translate trends into actionable insights for leadership.
• Drive Forecast Accuracy: Partner with Client Success and New Business leadership to refine forecasting processes, pipeline stages, and renewal visibility. Automate and streamline reporting across teams.
• Optimize Salesforce & CRM Processes: Serve as a Salesforce power user and administrator managing workflows, validation rules, and data hygiene to improve usability, adoption, and data quality.
• Integrate Data Across Systems: Collaborate with Finance and Operations to align CRM, ERP, and billing data for accurate revenue recognition and forecasting.
• Advance Automation & Scalability: Identify and implement process improvements to eliminate manual work, strengthen GTM alignment, and support scale.
• Champion Data Governance: Maintain consistent definitions for key metrics (ARR, renewal rate, CAC, NRR, etc.) and ensure alignment across dashboards, systems, and leadership reporting.

Skills and experience:

• Experience: 2–5 years in Revenue Operations, Business Operations, Salesforce Administration, or a similar data-driven GTM role (experience in SaaS, financial services, or consulting a plus).
• Technical Skills:
  • Proficiency in Salesforce administration (Admin certification preferred)
  • Experience building dashboards in Power BI, Tableau, or similar BI tools
  • Working knowledge of SQL (for data validation and ad-hoc analysis)
  • Familiarity with CRM and GTM tools such as HubSpot, Outreach, Gong, or LeanData
• Education: Bachelor’s degree in Business, Engineering, Economics, or related field.
• Mindset: Highly analytical, process-oriented, and comfortable balancing detail with big-picture strategy. Excellent communication skills and a collaborative approach.

Who will love this job:

• A Connector: You enjoy working across Sales, Success, Finance, and Ops to improve how the business runs.
• A Builder: You take initiative to create repeatable, scalable systems and reports that simplify complex work.
• A Data Translator: You turn raw data into narratives that drive strategic decisions.
• A Problem Solver: You see inefficiencies and proactively design better ways to work.

Benefits:

• Competitive compensation and performance-based upside
• Comprehensive health, dental, and vision coverage
• 401(k) with company contribution
• Hybrid work flexibility
• Opportunity to shape the RevOps foundation of a high-growth business

Salary: $100,000

Job Description:

As a Client Success Manager, you will own the satisfaction, retention, and growth of your book of business. You will manage onboarding, facilitate the day-to-day work around a client’s vendor renewals, deliver actionable insights, build account plans to drive client retention, and identify & close expansion opportunities.

This is a high-impact, individual contributor role requiring strong analytical skills, executive presence, and a consultative mindset. You’ll work cross-functionally with Sales, Procurement, Product and Managed Services to ensure clients realize maximum value from their partnership with Concertiv.

What you will do:

• Serve as the primary point of contact for assigned accounts, driving adoption, satisfaction, and renewal
• Develop and execute strategic account plans focused on retention and expansion across Concertiv’s offerings
• Lead onboarding and implementation for new clients, ensuring a seamless experience
• Collaborate internally to support clients from bespoke client delivery, structuring new offerings, to translating client “wins” into tangible case studies
• Facilitate Executive Business Reviews (EBRs) and strategic touchpoints
• Deliver performance reporting and insights using Power BI, Excel, and PowerPoint
• Act as the voice of the client internally, providing feedback to improve solutions
• Maintain accurate client data and engagement tracking in Salesforce

Skills and experience:

• 5+ years in a client-facing role, ideally within financial services, market data, or travel
• Proven success managing relationships with senior stakeholders (VP/C-suite)
• Track record of creating account plans, orchestrating renewals, and identifying & closing expansions
• Strong written and verbal communication skills
• A proactive, detail-oriented mindset with a bias for action
• Excellent organizational and project management skills
• Familiarity with Salesforce for client engagement and pipeline tracking
• Experience in Microsoft Office where you’ve created error-free analyses and presentations

Who will love this job:

• A strategist who sees the big picture and connects dots across domains
• A problem solver who thrives in ambiguity and drives toward solutions
• A communicator who builds trust and credibility with clients and colleagues
• A builder who contributes to process, playbook, and infrastructure development

Benefits:

• Competitive compensation and upside potential
• Ground floor opportunity to shape the strategic direction of an industry-disrupting business
• Exposure to business leaders across finance, law, consulting, technology, data, and corporate travel
• Sharp, motivated co-workers in a flexible office environment
• Generous Health, Dental, Vision Benefits, 401k, and Unlimited PTO Plan

Salary: $120,000-$140,000