Join a high-performing team driving innovation and excellence

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:

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