Hankey Group: Diversified automotive, financial services, and technology conglomerate.
Sales and customer-service experience required; proven track record meeting sales targets; strong verbal/written communication, presentation, and problem-solving skills; proficiency with Microsoft Office; ability to analyze merchant statements and support onboarding.
Pearly: Automates patient billing and collections for dental practices
2+ YOERequires 2–4 years in SaaS implementation, onboarding, or technical customer success; project management, software configuration and training, process documentation, and familiarity with HubSpot and customer support platforms.
Client Experience Associate SAFE ACT, Assistant Vice President
Beverly Hills, California, United States
$94k-$141k/yrHybridFull Time
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5+ years relevant experience in financial services, strong analytical and interpersonal skills, ability to manage onboarding/KYC and client relationships, FINRA SIE/Series 7/Series 66 (or Series 63 & 65) required/obtainable, bachelor's degree or equivalent.
Artera: AI-powered patient communication platform for healthcare organizations.
0+ YOE0-2 years experience; AI-native fluency using CLI tools (e.g., Claude Code), ability to architect and code agentic solutions, customer-facing onboarding and program management, eligible for U.S. work authorization and government background check.