Settlements Lead

As a Client Solutions Lead at office-hours, you will be at the forefront of delivering innovative solutions to our clients. Your expertise will guide our team in creating tailored strategies that not only meet but exceed client expectations. You will collaborate with cross-functional teams to ensure seamless execution and foster strong client relationships.

About Us At Office Hours, we empower individuals to monetize their knowledge by connecting them with those seeking insights. Our platform enables users to establish knowledge profiles and receive consultation requests or survey opportunities tailored to their expertise. Businesses can swiftly navigate our marketplace to engage with thousands of advisors ready to share their valuable insights. Our Vision We believe that human knowledge is the most invaluable asset in today’s world. Despite our interconnectedness, much of this knowledge remains untapped and stored within individuals. Our mission at Office Hours is to unlock this potential and facilitate a knowledge-sharing economy through innovative tools. Based in San Francisco, we are supported by leading marketplace operators and our clientele includes dynamic digital health companies, emerging software startups, venture capital firms, and top consulting agencies. Role Overview As a Client Solutions Manager, you will take ownership of a portfolio of enterprise clients, driving their growth through strategic account acquisition and expansion initiatives. You will lead a high-performing team while focusing on enhancing client relationships and fostering team development. Your clientele will primarily consist of well-known investment firms within the region. This dynamic role requires a client-centric approach with an emphasis on developing growth strategies, executing projects, and mentoring top talent. As a primary contact for our clients, you will collaborate with our product and engineering teams to relay insights that inform product enhancements. We seek candidates who have a track record in managing client-facing teams, especially in enterprise business development or customer success. The ideal applicant thrives in challenging environments and is eager to tackle the complexities of client portfolio growth while nurturing high-performance teams.

The Client Partner, Advertising Solutions position at OpenAI centers on building and maintaining strong relationships with advertising clients. This role involves collaborating directly with clients to understand their goals and challenges, then aligning OpenAI’s technology to address those needs. Role overview Success in this position depends on a blend of client management skills and a deep understanding of advertising solutions. The Client Partner acts as a trusted advisor, guiding clients through the process of adopting and optimizing OpenAI’s advertising offerings. Key responsibilities Work closely with clients to identify their advertising needs and objectives Deliver tailored solutions using OpenAI’s technology Foster long-term relationships that support client success Ensure advertising initiatives meet or exceed expectations Requirements Experience in client management within advertising or related fields Strong communication and relationship-building abilities Comfort working with advanced technology to solve client challenges

About HiveHive stands at the forefront of cloud-based AI technology, delivering transformative solutions that enhance content understanding, searching, and generation. Trusted by some of the largest and most innovative enterprises across the globe, Hive empowers developers with an impressive suite of pre-trained AI models, managing billions of API requests every month. Our proprietary AI models and datasets drive groundbreaking applications that redefine content moderation, brand protection, sponsorship analysis, context-driven advertising, and much more.With over $120 million raised from esteemed investors such as General Catalyst, 8VC, Glynn Capital, Bain & Company, and Visa Ventures, Hive's footprint extends across San Francisco, Seattle, and Delhi with a diverse team of over 250 professionals. We invite you to join us on our journey to shape the future of AI!Client Solutions Associate RoleWe are on the lookout for dynamic, cross-functional professionals to join our Client Solutions team at Hive. This pivotal role involves the commercial deployment of our innovative technologies. As a Client Solutions Associate, you will collaborate closely with our Executive Team to forge new client relationships and nurture existing ones. Daily, you will engage with a diverse array of clients across industries, delivering Hive's exceptional offerings to Fortune 500 companies. Your responsibilities will include executing multiple projects simultaneously while leveraging your strong analytical skills to prioritize tasks and evaluate project outcomes and client solutions. You are the backbone and driving force of Hive, committed to realizing our ambitious capabilities. Ideal candidates will possess a solid foundation in consulting or business development, complemented by a technical degree.

Join Harvey's Transformative JourneyAt Harvey, we are revolutionizing the landscape of legal and professional services through comprehensive innovation. By integrating cutting-edge agentic AI with a robust enterprise platform and extensive industry expertise, we are redefining how vital knowledge work is accomplished for generations to come.This is a unique opportunity to contribute to the growth of a transformative company at a pivotal moment. With over 1000 clients across 58 countries, a solid product-market fit, and backing from renowned investors, we are rapidly expanding and creating a new market category. The challenges we face are ambitious, our standards are high, and the potential for personal, professional, and financial growth is unparalleled.Our team is sharp, driven, and wholly devoted to our mission. We operate swiftly and with intensity, taking full ownership of the challenges at hand—from initial concepts to long-term solutions. We maintain close relationships with our customers, working collaboratively to address real issues with urgency and care. If you thrive in uncertain environments, strive for excellence, and wish to help shape the future of work alongside a team that elevates expectations, we encourage you to join us in building something remarkable.At Harvey, we are scripting the future of professional services today—and we are just getting started.Role OverviewIn this pivotal role, you will lay the groundwork for how Harvey’s offerings manifest as tangible, effective solutions for legal teams. Collaborating closely with Product, Sales, and Customer Success, you will articulate clear workflows, practical use cases, and scalable, customer-ready resources derived from new functionalities. You will establish the benchmarks for how Harvey packages, launches, and supports solutions for law firms and in-house teams. Your success will be measured by the clarity shared across go-to-market strategies, accelerated customer adoption, and a compelling narrative that evolves as Harvey grows.Key ResponsibilitiesArticulate how Harvey addresses genuine legal challenges by translating product features into workflows utilized by law firms and in-house teams.Transform features into comprehensive use cases and workflows that resonate with partners, associates, general counsels, legal operations, and innovation leaders.Collaborate closely with the Product team to influence launches, roadmap discussions, and positioning based on customer challenges and outcomes.Empower Sales and Customer Success teams with solution-oriented messaging, demo narratives, and customer-ready resources that facilitate enterprise sales initiatives.Create messaging tailored to specific personas and practice areas that scales across different firm sizes, locations, and legal functions.

About Our TeamJoin our dynamic Intelligence & Investigations (I2) team, dedicated to identifying and mitigating abuse and strategic risks, ensuring the responsible and safe use of AI technology. We leverage real-world signals, thorough investigations, and external threat intelligence to develop actionable strategies, operating guidelines, and partner-ready support that enhance safety across the AI landscape.About the RoleAs the Product & Solutions Lead specializing in safety and security, you will spearhead the creation and implementation of innovative 0–1 products, services, and technical solution packages. Your work will empower developers and public institutions to transition from experimentation to achieving reliable, trusted outcomes while upholding public safety, transparency, and respect for individual rights.This pivotal role encompasses two primary delivery modes:Custom products and technical solutions tailored for key internal and external partners, andScalable product and solution packages designed for widespread reuse across various partners and deployments.While training is a component of scaling our solutions, your focus will also include delivering reference implementations, playbooks, evaluation kits, and replicable operating models that partners can easily adopt and implement.Collaborating closely with engineers and a multidisciplinary team of safety experts, geopolitical analysts, and data scientists, you will translate complex and evolving challenges into actionable solutions suitable for high-stakes environments.This position is located in San Francisco, CA (hybrid model, 3 days/week in-office). Relocation support is available for qualified candidates.Key Responsibilities:Lead the development of the 0–1 roadmap for safety and security solution offerings, which includes defining target users, problem statements, tools, operating models, success metrics, and reusable deliverables.Design and deliver custom technical solutions for priority partners, both internal and external, while abstracting successful strategies into reusable frameworks and toolkits.Create partner-ready technical documentation, including solution blueprints, reference architectures, evaluation and monitoring guidelines, incident response playbooks, and deployment checklists.Package both open-source and proprietary capabilities into ready-to-adopt solutions, such as reference implementations, configuration patterns, and validated workflows.Ensure a consistent delivery model across all engagements, encompassing intake, strategy formulation, and execution.

About UsAt Office Hours, we bridge the gap between organizations and a diverse network of trusted experts across various fields. Our mission is to empower experts to monetize their knowledge through advisory roles, projects, and AI model training, while we manage the complexities of screening, compliance, scheduling, and payments. This allows for a seamless focus on delivering impactful insights.We are a rapidly growing, profitable company headquartered in San Francisco, with additional offices in Brooklyn and Bangalore. Our clientele includes leading digital health companies, tech innovators, investment firms, consulting agencies, and AI Labs, all backed by prominent marketplace investors from firms like DoorDash, Airbnb, and Affirm.Our VisionWe believe human knowledge is the most valuable asset on the planet. Despite our interconnectedness, much of this knowledge remains untapped. Our goal is to democratize access to this wealth of information, making it scalable through innovative tools tailored for the knowledge economy.Role OverviewAs a Client Solutions Manager, you will spearhead the growth of a portfolio of enterprise clients, crafting and executing strategies for both account acquisition and expansion. You will lead and nurture a high-performing team, ensuring that your client base, which includes the most esteemed investment firms, flourishes under your guidance.This dynamic, client-facing position emphasizes the importance of portfolio growth and team development. Your focus will be on formulating and implementing growth strategies, managing projects, and mentoring top talent. As a key contact for our clients, you will collaborate closely with our product and engineering teams to translate client insights into actionable product enhancements.We are seeking candidates with a robust background in managing client-facing teams in enterprise business development and/or customer success. If you thrive on challenges and are passionate about driving client growth and team excellence, we want to hear from you.Your ResponsibilitiesDevelop and implement strategies for acquiring new enterprise clients and expanding existing accounts.Recruit, mentor, and cultivate top talent to ensure a high-density of skills within your team.

Join Braze as a Lead Solutions Consultant, where you will play a crucial role in shaping our clients' success. In this dynamic position, you will work closely with our clients to understand their needs, provide tailored solutions, and ensure the successful implementation of our innovative marketing technology platform.As a key member of our team, you will leverage your expertise to drive client engagement, foster relationships, and deliver exceptional service. Your ability to translate complex technical concepts into actionable insights will be critical in helping clients achieve their business objectives.

About Wealth.com Wealth.com is an advanced planning platform serving a broad range of clients in wealth management. Trusted by major financial institutions, the company blends proprietary AI with deep technical expertise. Recent recognition includes: Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards 2024 Best Technology Provider in the Trust category Top estate planning market share in the 2025 Kitces AdvisorTech Study Wealth.com fosters a collaborative workplace, encourages innovation, and has been certified as a Great Place to Work for 2025. Role Overview: Client Support Team Lead Location: Hybrid (New York City, Tempe, or San Francisco) The Client Support Team Lead will build and guide a high-performing support team at one of the fastest-growing fintech platforms. This position goes beyond day-to-day management. The Team Lead will shape the support experience, develop team members, and redesign support processes using AI, automation, and data. The goal: move from reactive troubleshooting to proactive client success, ensuring support scales efficiently as Wealth.com grows. What You Will Do Design, implement, and manage the support infrastructure. This includes ticketing systems, routing logic, escalation paths, SLAs, and a tiered support structure. Systematize current processes and introduce new solutions as needed. Lead, mentor, and support Client Support Associates. Set clear performance goals, define career paths, and establish specialization tracks as the team grows. Shift the support approach from reactive to proactive. Use product instrumentation, analytics, and client feedback to improve the client experience.

Join DoorDash as the Manager of Client Success & Technical Solutions, where you will spearhead the DoorDash for Business Customer Success Team. This pivotal role involves crafting strategies and implementing scalable solutions to ensure smooth onboarding, activation, and enduring customer retention. Your leadership will guide customers through their journey, from initial contact to post-launch success.As we expand our offerings for corporate clients, including catering and group orders, you will take on greater responsibility for customer health in a complex landscape. Your ability to prioritize effectively and maintain focus on impactful actions will be crucial for our customers' success.About the RoleIn this leadership role, you will manage a team of 6-9 Customer Success Managers (CSMs), overseeing coaching, performance management against KPIs, and collaborating directly with customers to gather insights that shape our initiatives and product roadmap. This position requires a proactive mindset; you will be expected to identify inefficiencies and implement tools and processes that enhance customer satisfaction and team productivity.Collaboration is key, and you will work closely with the Sales team—not merely as a handoff point but as a true partner. You will drive alignment on account health and escalations, and participate in discovery meetings to provide technical context that helps Sales position the right solutions for our clients. A solutions-first mindset is essential.Additionally, you will establish tracking and monitoring systems to ensure all deals are actively managed, providing timely updates to cross-functional partners and leadership. Your contributions will support our program strategy and structure across various initiatives, enhancing enablement, improving processes, and fostering collaboration.

About RilletAt Rillet, we are transforming the landscape of accounting and finance for teams across industries. Our mission is to empower the financial experts in our clients' organizations, equipping them with the tools for unparalleled speed, precision, and insightful analytics.As an AI-driven ERP system, Rillet is designed for a zero-day close, distinguishing itself through a unified source-of-truth data model and an extensive array of native integrations with platforms like Stripe, Ramp, and Salesforce. Our automated workflows and multi-entity consolidation capabilities enable our clients to operate at the pace of their growth, and our specialized AI agents (covering areas such as accruals, audits, and P&L flux) contribute to our consistent perfect customer satisfaction score. Leading companies such as Mercer, Windsurf, and Function Health rely on our rapid deployment to keep their financial systems agile.With a robust funding of $100M from top-tier investors like Sequoia, a16z, and First Round, we are poised to revolutionize how businesses handle their financial operations.Our CultureRillet is a fast-paced environment that demands intelligence, agility, and a proactive mindset. Our team members, known as Rilleteers, are self-starters who take ownership of their missions, devising strategies that yield innovative and effective results.Success at Rillet is driven by a customer-centric approach. Our team thrives on delivering impactful solutions that exceed expectations, even beyond the initial scope of work.While accounting knowledge is not a prerequisite for this role, a strong appreciation for the transformative power of financial tools is essential. Rilleteers are passionate about empowering the financial engines of rapidly growing businesses.Position OverviewWe are seeking a detail-oriented and proactive Deployment Lead - Accounting Solutions to spearhead the onboarding and implementation of our Rillet application for new clients. This role requires exceptional project management skills, familiarity with ERP systems or accounting processes, and the capability to juggle multiple client deployments simultaneously.Ideal candidates will value collaboration and be located within commuting distance of our San Francisco or NYC offices, or be open to relocation, although we welcome remote applications as well.

Join Our Team at Office HoursAt Office Hours, we empower individuals to monetize their expertise through our innovative online platform. Users can create personalized knowledge profiles and engage in hourly consultations or participate in surveys that align with their professional skills. Our marketplace enables businesses and organizations to discover insights from a diverse pool of advisors, facilitating informed decision-making on demand.Our VisionWe hold the belief that human knowledge is the most valuable asset in today's interconnected world. Unfortunately, much of this knowledge remains untapped, locked away in individual minds. Our mission at Office Hours is to unlock this potential by offering tools that foster a knowledge-sharing economy.Headquartered in San Francisco, we are supported by leading marketplace strategists and business operators including Saar Gur, Marco Zappacosta, Lenny Rachitsky, Jackson Gates, and Aaron Levie. Our clientele features rapidly growing digital health companies, software startups, venture capital firms, and prominent consulting agencies.Role OverviewAs a Client Solutions Associate, you will serve as the critical link between our clients and the right subject matter experts. Your role will be instrumental in expanding our network and enhancing our impact by facilitating connections that allow experts to share their insights through qualitative interviews.This fast-paced position demands a proactive, adaptable individual with excellent interpersonal skills. You will actively contribute to refining our processes to enhance our service quality. Collaborating closely with our product and engineering teams, you will help translate client feedback into actionable product enhancements.We seek candidates who are enthusiastic about navigating the challenges and triumphs of business growth while fostering a loyal user base.

At Klaviyo, we embrace the diverse backgrounds, experiences, and perspectives that each team member brings to our organization. We believe in providing everyone with an equal opportunity for success and value the unique skills and experiences that extend beyond traditional job qualifications. If you feel you align closely with the requirements, we encourage you to apply. Interested in discovering more about life at Klaviyo? Visit klaviyo.com/careers to learn how we empower creators to take control of their destinies.About the OpportunityAt Klaviyo, our Sales team prides itself on being experts in marketing and product solutions. Unlike many companies that limit pre-sales Solutions Engineers to merely delivering demos and answering questionnaires, we seek someone who thrives in a dynamic environment.We are on the lookout for a Lead Solutions Engineer who possesses profound technical expertise, strategic acumen, and the capacity to manage intricate and high-stakes Large-Enterprise deals. This role is pivotal for an individual who feels invigorated by uncertainty, is willing to delve deep into mastering our product, and leverages AI and automation to exceed expectations.As an L3 Lead Solutions Engineer, you will serve as a trusted advisor for both clients and our sales team, steering the technical strategy for six to seven-figure deals, designing innovative solutions, and establishing benchmarks for excellence in Solutions Engineering through your contributions.Our Role as Solutions EngineersWe are technical sales specialists who drive revenue through securing complex Enterprise agreements. Our mission is to lead the technical win—cultivating champions, demonstrating value, and ensuring that prospects choose Klaviyo over competitors. We engage directly with customers to architect solutions that seamlessly integrate into their existing tech ecosystems, adopting a consulting-first approach that fosters confidence and ensures technical alignment.In addition to closing deals, we leverage customer interactions as opportunities to prototype and implement enhancements to the Klaviyo platform. Recent initiatives include AI-powered demo data generators, a public Chrome extension for troubleshooting API calls, web SDK injectors, and templated mobile applications that showcase our SDK capabilities.If you are a creator passionate about securing high-stakes deals and prototyping technical solutions, we would love to hear from you.

At BitGo, we are the premier provider of digital asset infrastructure, offering a wide range of solutions including custody, wallets, staking, trading, financing, and settlement services, all backed by regulated cold storage. Established in 2013, our mission has been to enable our clients to confidently navigate the digital asset landscape. With a robust global presence and several Trust companies, we cater to thousands of institutions, including many top brands in the industry, exchanges, platforms, and millions of retail investors worldwide. As the backbone of the digital economy, BitGo processes a significant volume of Bitcoin transactions and stands as the largest independent custodian and staking provider for digital assets globally. For further details, visit www.bitgo.com.As the Global Head of Solutions Engineering at BitGo, you will be pivotal in leading a skilled team of Solutions Engineers to ensure the seamless implementation and integration of our cutting-edge digital asset solutions for clients. This position demands a blend of technical acumen, leadership abilities, and a profound understanding of digital assets to maintain client satisfaction and drive business expansion.

At Ironclad, we are revolutionizing the way contracts are managed with our advanced AI contracting platform. Our innovative solutions transform agreements into valuable assets, enabling smoother transactions, immediate insights, and empowering agents to drive progress—all while maintaining user control. Whether engaging in buying or selling, Ironclad consolidates the entire contracting journey on a single intelligent platform, equipping leaders with the insights needed to stay ahead of the competition. This is why renowned organizations such as OpenAI, the World Health Organization, and the Associated Press choose Ironclad to enhance their business operations.Recognized as an industry leader, Ironclad has been acknowledged in the Forrester Wave and Gartner Magic Quadrant for Contract Lifecycle Management, named a Fortune Great Place to Work, and listed among Fast Company’s Most Innovative Workplaces. Furthermore, we are proud to be featured in Forbes’ AI 50 and Business Insider’s Companies to Bet Your Career On. Our growth is supported by esteemed investors including Accel, Y Combinator, Sequoia, BOND, and Franklin Templeton. For further details, visit www.ironcladapp.com or connect with us on LinkedIn.About the RoleAs a Senior Solutions Engineer (SE) at Ironclad, you will serve as a pivotal pre-sales technical expert, closely collaborating with our Mid-Market Sales team. Your role will involve engaging with prospects and coordinating with Ironclad’s Sales, Customer Outcomes, Implementation, and Product teams to facilitate efficient, value-driven evaluations and achieve successful customer outcomes.Mid-Market SEs are crucial to our sales momentum. You will excel by mastering the technical win through agile, customized solution designs that demonstrate precisely how we address the unique challenges prospects face today while preparing them for future growth. If you are a creative problem-solver who thrives in a fast-paced environment and enjoys crafting tailored solutions for diverse users, this opportunity is for you.With an in-depth understanding of Ironclad's platform and common contracting workflows for mid-market clients, SEs will empower prospects to confidently recognize how Ironclad can facilitate their growth. Additionally, SEs will provide invaluable feedback to the Product team by identifying recurring market needs and translating them into actionable insights that enhance the platform at scale.

As the EMEA Onboarding Lead at Cloudflare, you will take the helm in orchestrating our onboarding processes across the EMEA region. Your role will be pivotal in ensuring clients experience a seamless and impactful transition to our services. You will collaborate with cross-functional teams to refine onboarding strategies that enhance customer satisfaction and drive engagement.

Join our innovative Client Delivery team at Hive as a Client Delivery Analyst. In this pivotal role, you will oversee the execution of projects within our state-of-the-art Hive Data platform. Your responsibilities will include managing multiple projects concurrently, analyzing priorities, metrics, and deliverables to ensure seamless delivery of our cutting-edge technology solutions. This position offers a unique opportunity to immerse yourself in the dynamics of a rapidly growing startup while collaborating with a tight-knit team. Your contributions will play a crucial role in our business lifecycle, allowing you to witness firsthand how a high-growth company operates.

Join Sonsoft Inc. as a Cloud Technology Lead in San Francisco and take charge of driving innovative cloud solutions. In this pivotal role, you will lead a dynamic team of cloud engineers, ensuring the successful deployment and management of cloud-based applications and infrastructure.As a Cloud Technology Lead, you will collaborate closely with cross-functional teams to define cloud strategies, implement best practices, and optimize performance. Your expertise will guide the evolution of our cloud architecture, making a significant impact on our projects and operations.

Join Airwallex as a Customer Success ManagerAt Airwallex, we are redefining the way global businesses conduct financial transactions. Our innovative, integrated payments and financial platform supports over 200,000 enterprises worldwide, including leading names like Brex, Rippling, Navan, Qantas, and SHEIN. By leveraging our advanced proprietary technology, we provide seamless solutions for business accounts, payments, spend management, and treasury services on a global scale.Founded in Melbourne, our diverse team of over 2,000 talented professionals spans 26 offices globally. With a valuation of US$8 billion and strong backing from prominent investors like T. Rowe Price, Visa, and Mastercard, Airwallex is at the forefront of revolutionizing the global financial landscape. If you’re eager to make a significant impact in your career, we invite you to join us.Your ImpactAs a Customer Success Manager, you will play a pivotal role in our Enterprise Business team, collaborating with our commercial team to support Enterprise clients through implementation, go-live, and ongoing service phases. Your expertise will help us enhance client satisfaction and drive growth as we expand our presence in North America.