Austin, Texas, United States · Hybrid
Overview Red Oak is the sole-source, integrated compliance and distribution platform for regulated financial services. More than half of the top 20 global asset managers are Red Oak clients, including BlackRock, Vanguard…
Skills: Customer Success, Account Management, SaaS, Compliance, Risk Management
Austin, Texas, United States · On-site
Curious what it takes to trade options for a living? All Options internship program drops you into the middle of it. Over this 10-week internship, you will train alongside our traders and researchers, compete in mock tra…
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Austin, Texas, United States · On-site
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Austin, Texas, United States · On-site
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Austin, Texas, United States · On-site
$110k–$185k/yr
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Austin, Texas, United States · On-site
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Austin, Texas, United States · Hybrid
$74k–$102k/yr
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Austin, Texas, United States · Hybrid
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Skills: Billing operations, Quote-to-cash, SaaS billing, Financial forecasting, Process improvement
Austin, Texas, United States · On-site
The Opportunity Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skill…
Skills: IT Audit, SOC Audits, IT General Controls, HITRUST, Cyber Security Assessments
Austin, Texas, United States · On-site
The Opportunity Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skill…
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Austin, Texas, United States · Hybrid
$135k–$220k/yr
At eBay, we're more than a global ecommerce leader — we’re changing the way the world shops and sells. Our platform empowers millions of buyers and sellers in more than 190 markets around the world. We’re committed to pu…
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Austin, Texas, United States · On-site
Overview Kimley-Horn is looking for an Accounting Assistant to join our growing regional Project Accounting team in our Austin South, Texas (TX) office! This is not a remote position. Responsibilities The ideal candidate…
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Austin, Texas, United States · On-site
$15/hr–$23/hr
7190 - Austin South - 4400 S Interstate 35, Austin, Texas, 78745 CarMax, the way your career should be! Position Overview As a Business Operations Associate, you will be the backbone of our store operations, ensuring smo…
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Austin, Texas, United States · On-site
Job Posting Start Date 09-01-2026 Job Posting End Date 11-01-2026 Flex is the diversified manufacturing partner of choice that helps market-leading brands design, build and deliver innovative products that improve the wo…
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Austin, Texas, United States · Remote OK
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Austin, Texas, United States · On-site
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Skills: Observability, Site Reliability Engineering, Incident Management, AIOps, Cloud Infrastructure
Austin, Texas, United States · Hybrid
$4k–$6k/mo
Join the Texas Health and Human Services Commission (HHSC) and be part of a team committed to creating a positive impact in the lives of fellow Texans. At HHSC, your contributions matter, and we support you at each stage…
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Austin, Texas, United States · On-site
$27/hr
Job DetailsJob Location: Austin, TX 78746Position Type: Full TimeSalary Range: $27.00 - $27.00 HourlyJob Category: Admin - ClericalAbout Us U.S. Money Reserve is one of the largest precious metal companies in the nation,…
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Austin, Texas, United States · Hybrid
WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. …
Skills: Technical writing, API documentation, Generative AI, Markdown, GitHub
New York, New York, United States · Hybrid
$66k–$83k/yr
WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. …
Skills: Data analysis, SQL, Claude AI, Data quality, Workflow automation
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
You will manage a portfolio of Tier 1 accounts by developing success plans, driving adoption, and ensuring high retention rates. You will also partner with Key Account Directors to identify expansion opportunities and lead save plans for at-risk accounts.
Candidates must have 5+ years of experience in enterprise Customer Success or Account Management within the SaaS industry. Proficiency in AI-driven workflows and the ability to communicate complex platform outcomes to executive stakeholders are essential.
Red Oak is the sole-source, integrated compliance and distribution platform for regulated financial services. More than half of the top 20 global asset managers are Red Oak clients, including BlackRock, Vanguard, PIMCO, and Morgan Stanley. We're one of the fastest-growing companies in compliance tech. Our mission: we give compliance the speed to say yes, so growth never has to wait.
This is the second of two Key CSM seats covering Tier 1 — Red Oak's most complex, highest-value customer relationships.
You'll own an assigned book of these accounts end to end — success plans, outcome baselines, business review cadence, adoption strategy, escalation and save plans — with direct access to C-suite executives. You'll run your book like a business, not a queue.
Tier 1 accounts are Red Oak's most complex, highest-value relationships — asset managers, broker-dealers, RIAs, and insurance firms running multiple products across Compliance, Distribution, and Supervision. Post-close is when sponsor relationships are most exposed, and competitive displacement already accounts for most of our churn by value. You're the coverage that closes that gap.
Retention held. Your book holds GRR at or above 95% with zero unforecasted churn — every at-risk account flagged early, every one carrying an active save plan.
Outcomes proven. Every account has a documented success plan and outcome baseline — time saved, workflow improvement, risk reduction, audit readiness — delivered to executive sponsors on SLA.
Relationships multi-threaded. Stakeholder maps stay current across each account, so no relationship depends on a single sponsor.
Your KAD walks in armed. Your paired Key Account Director enters every renewal and expansion conversation with proven outcomes, mapped whitespace, and qualified signals sourced from your account intelligence.
Own an assigned book of Tier 1 accounts end to end — success plans, outcome baselines, business review cadence, adoption strategy, escalation and save plans
Deliver GRR ≥95% and zero unforecasted churn across your book
Establish and document outcome baselines for every account, then prove measurable results that anchor renewals and demonstrate platform ROI to executive sponsors
Deliver executive-level business reviews to Tier 1 SLA, bringing outcome evidence, adoption insights, stakeholder mapping, and qualified expansion opportunities into the room
Partner with your assigned Key Account Director as an equal on account strategy — surfacing whitespace, expansion triggers, at-risk signals, and renewal timing
Maintain multi-threaded stakeholder maps across each account so no relationship depends on a single sponsor
Trigger and lead save plans when an account moves to at-risk — deciding when to escalate to Product, Solutions Engineering, or executive sponsorship, and owning the save through to resolution
Use AI daily to run the Tier 1 motion: Claude for account research, business review prep, and outcome narratives; the CS/AM skill library for whitespace analysis, ABR deck generation, and call prep; Gong AI for call insights and risk signals; Salesforce for account and adoption context
5+ years in enterprise Customer Success or Account Management, owning a strategic or named book of accounts with direct commercial accountability for retention
Background in SaaS — comfort navigating compliance, audit, and regulatory language with executive stakeholders
Proven track record running executive-level business reviews — you're the one bringing outcome evidence into the room, not just relationship-managing
Experience partnering with a commercial counterpart as a peer — surfacing whitespace, risk signals, and renewal timing without owning the close yourself
AI fluency in your CS workflow: using AI tools for account research, business review prep, outcome narratives, and call insight synthesis. This is table stakes here
Sharp written and verbal communication — able to translate platform usage into outcome evidence executives will act on
An ownership mentality — you treat your book like a business, not a ticket queue
Plus: experience with Gong and Salesforce, or a comparable CS/RevOps stack
We run the CS book on an AI operating system — agents handle prep, analysis, and the long tail so your time concentrates on what they can't do: being in the room with executive sponsors, proving outcomes, and leading saves. You own your book.
Equity units via EAR (Equity Appreciation Rights): share in what we're building
Comprehensive health coverage: medical, dental, and vision
401(k) with a 3% company contribution
20 days PTO annually, plus your birthday off and paid sick leave
Enhanced family leave
Life insurance
Location: Austin HQ
Reports to: Director of Client Success
Team: Client Success
Effortless compliance from review to record-keeping. Created by compliance experts, trusted by industry leaders.
Red Oak’s Compliance Connectivity Platform unifies content creation, review, distribution, and supervision into a single, compliance-grade system built specifically for financial services. Powered by transparent, auditable AI, Red Oak streamlines marketing review workflows, reduces friction between compliance and marketing teams, and enables faster, compliant growth. Once approved, content flows seamlessly through 4U for compliant distribution, engagement, and analytics—giving firms end-to-end visibility and control. Built by compliance experts and delivered with white-glove implementation and support, Red Oak helps firms stay audit-ready while moving faster with confidence. Red Oak also offers modular solutions to further automate compliance operations, including attestations, forms review, gifts and non-cash compensation, regulatory inquiries, AML and fraud case management, and RFP review.
Offices: 12708 Riata Vista Circle, Suite B100, Austin, Texas 78727, US
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