Join a high-performing team driving innovation and excellence

About Concertiv Inc.

Concertiv is a New York-based procurement-as-a-service firm that partners with mid-sized asset managers and professional services companies to optimize third-party spend across travel, data, and technology. Through its proprietary platform, Concertiv360, Concertiv delivers tailored vendor management, contract negotiation, spend analysis, and benchmarking, all while unlocking enterprise-grade efficiencies without the overhead. With over $500 million in spend under management and 3,000+ contracts, Concertiv empowers clients toreduce costs, streamline operations, and focus on their core business.

Ourteam is hard-working, tight-knit, and creative. We emphasize collaboration,personal accountability, and kindness. We are committed to professionaldevelopment, as we know that our success hinges on not only hiring top talentbut also retaining that talent. We value diversity and believe forming teams inwhich everyone can be their authentic self is key to our success. We encouragepeople from underrepresented backgrounds and different industries to apply.Come join us!

Role Overview

As an Account Manager, Team Lead at Concertiv, you will serve as the senior strategic lead for your book of strategic clients, owning the full client relationship from onboarding through long-term growth. This is not a reactive support role. You will set the direction and strategy for each account, develop commercially astute account plans, and bring together cross-functional teams across Sales, Market Data, Tech, and other Domain Specialists, Product, and Managed Services to execute against client goals.

You will be expected to think like a trusted advisor and operate with the confidence to engage at the executive level: diagnosing client challenges,structuring tailored solutions, and identifying and closing expansion opportunities. Your success will be measured not just by retention, but by the strategic value you create for clients and the revenue growth you drive within your portfolio.

In addition to managing your own book, you will serve as a role model and coach for junior Account Managers, helping elevate their account and negotiation strategies. This is a leadership role grounded in influence and mentorship, not formal people management.

This role suits someone who leads with commercial instincts and relationship depth, thrives in a collaborative, fast-moving environment, and wants meaningful ownership over outcomes.

What You'll Do

•      Set the strategic direction for your portfolio of accounts, building and executing account plans that drive retention, expansion, and long-term client value

•      Lead cross-functional execution by coordinating across Sales, Market Data, Tech, andother Domain Specialists, Product, and Managed Services to deliver against each client's goals

•      Serve as a trusted advisor to senior client stakeholders (VP/C-suite), proactively surfacing insights, diagnosing challenges, and structuring tailored solutions

•      Own revenue growth within your book of business by identifying and closing expansion opportunities across Concertiv's offerings

•      Lead onboarding and implementation for new clients, ensuring a seamless transition from Sales handoff to full platform adoption

•      Design and facilitate Executive Business Reviews and strategic touchpoints that reinforce Concertiv's value and deepen executive relationships

•      Deliver performance reporting and actionable insights using Power BI, Excel, and PowerPoint

•      Translate client outcomes into case studies, reference stories, and internal feedback that shapes product and service improvements

•      Coach junior Account Managers on account strategy, negotiation approaches, and client engagement within their own books of business, serving as a role model and go-to resource

•      Source, qualify, and pursue expansion opportunities across your portfolio and support junior teammates in doing the same

•      Contribute to the evolution of Account Management processes, playbooks, and team development without carrying formal people management responsibilities

•      Maintain accurate client data, engagement tracking, and pipeline visibility in Salesforce

What You Bring

•      7+ years in a client-facing role at a B2B company, ideally in financial services, market data, or travel

•      Experience coaching or mentoring junior team members on strategy, client management, or negotiation, whether through team leadership or cross-functional coordination

•      A track record of owning commercial outcomes: building account plans, driving renewals, and identifying and closing expansion revenue

•      Proven ability to engage and influence senior stakeholders (VP/C-suite) as a strategic advisor, not just a relationship manager

•      Strong commercial instincts with the ability to connect client needs to revenue opportunities

•      Excellent written and verbal communication skills, with confidence presenting to executives and facilitating strategic conversations

•      Sound project management and organizational skills, with the ability to manage competing priorities across a portfolio of accounts

•      Proficiency in Salesforce for client engagement, pipeline tracking, and forecasting

•      Experience building performance reporting and client-ready presentations using Power BI, Excel, and PowerPoint

Who Will Love This Job

•      A strategic leader who takes ownership of client outcomes and drives the direction of accounts, not just the execution

•      A commercial thinker who naturally connects client needs to growth opportunities and is energized by revenue impact

•      A relationship builder who earns trust at the executive level and brings credibility to every conversation

•      A cross-functional orchestrator who pulls together the right people and resources to deliver results

•      A builder who wants to shape how Account Management operates, from playbooks and processes to team development

Benefits

•      Competitivecompensation and upside potential

•      Ground flooropportunity to shape the financial operations of an industry-disruptingbusiness

•      Exposure to businessleaders across finance, law, consulting, technology, data, and corporate travel

•      Sharp, motivatedco-workers in a flexible office environment

•      Generous Health,Dental, Vision Benefits, 401k, and Unlimited PTO Plan

Compensation

Salary Range: $130,000 to $140,000 + Bonus

Location: Onsite in Manhattan, Monday-Thursday | Remote: Friday

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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

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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-$72,500

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