Top Tech Jobs & Startup Jobs in NYC, NY

Manage onboarding and data migration for financial services clients: plan implementations, build databases in CENTRAL, configure systems, establish banking/payment arrangements, coordinate teams/vendors, monitor performance, document processes, and serve as first escalation for clients.

Lead day-to-day AP/AR, homeowner accounting, collections, banking, estoppels, resale, and tax administration. Build KPIs, scale processes, drive automation (AI/OCR/RPA), manage teams, ensure compliance, and improve operational efficiency and customer satisfaction.

Manage client relationships as a trusted advisor, handling requests, escalations, and customer support through phone and Zendesk. Coordinate with Accounts Payable, Accounts Receivable, Operations, and Support teams to resolve issues, establish bank accounts, complete reconciliations, and provide timely communication. Track relationship KPIs, gather customer feedback, and prioritize work in a fast-paced remote environment.

Own full sales cycle for B2B SaaS customers: prospecting, qualification, presentations, negotiation, contracting, and closing. Build relationships, identify upsell opportunities, collaborate with Marketing and Customer Success, maintain CRM records, mentor SDRs, and ensure smooth client migrations while demonstrating company values.

Perform bank reconciliations and prepare accurate financial statements and supporting schedules for community associations. Audit transactions, maintain accounting controls, complete quality checklists, update cover memos, respond to financial inquiries, support month-end and year-end close, and participate in internal and external audits.