• Driving continued growth for Neat, by identifying new customers • Levering your network in the region to uncover new business, attending events and acting as an ambassador for Neat • Evaluating territory and vertical opportunities, taking full ownership of the strategic approach for your area • Keeping updated of market trends, understanding competitor landscape and opportunities • Feeding market insight back to the product and development teams, providing a vital 360 degree view of the region’s opportunity • Acting as a trusted colleague within your team, providing mentorship and coaching • Defining, designing and iterating our sales processes, ensuring Neat is ready for the next stage of our hyper-growth.

• The FMS Account Coordinator will report to the Reimbursement Manager and will assist with the process of the Financial Management Services program. • Perform duties such as processing referrals, contacting clients, family members, vendors, and Regional Center Case Managers. • Provide excellent customer service when interacting with vendors and regional center case managers regarding referrals, authorizations, and payments, including communicating with clients and family members. • Primary point of contact for case managers, vendors, clients, and family members. • Process, review, and track referrals, and authorizations. • Maintain, input, update, research and analyze patient account activity to maintain accuracy. • Reviews patient accounts identify any missing information, follows up, and corrects accordingly. • Keep up regular attendance and punctuality are essential for the smooth operation of this company. • Working closely with both regional center case managers and accounting departments. • Prepares reports as needed for census, tracking, and identifying on-reconciled authorizations. • Other duties as assigned.

Role Description As an Account Specialist, you are responsible for the development of strategic programmatic recommendations for your book of business. Upon client approval, you will also manage campaign development across selected Demand Side Platforms and social/search channels, serving as the primary contact for campaign optimizations, adjustments, and progression. You are responsible for ensuring high-quality execution and service levels while collaborating across multiple internal and external teams. Note: This is a 12-month contract to cover a leave with the potential to turn full-time, and can be based anywhere in the US. What You’ll Do - Delivery: - Work hand in hand with the national team to ensure client demands are met and expectations are exceeded. - Accountable for delivering all client materials to the highest standard and on schedule. - Craft and present best-in-class insight reports that merge campaign performance with real business challenges, providing a clear narrative with 2045 campaign data. - Contribute to business growth by identifying incremental opportunities through analysis of past campaign performance and market trends. - Project Management: - Manage all stages of the programmatic campaign workflow, including initial setup, campaign download to the trader, ongoing performance monitoring, and post-campaign reporting. - Proactively address any issues that arise during campaigns to ensure smooth execution. - Efficiently manage multiple campaigns, reports, timelines, and priorities simultaneously. - Serve as the key liaison between the client and webmaster to ensure the timely creation and successful implementation of pixels prior to campaign launch. - Internal Collaboration: - Build strong relationships with internal stakeholders to collaboratively find solutions. - Collaborate with cross-functional teams to align on campaign goals, KPI benchmarks, budget allocations, and strategy for impactful results. - Work with traders to identify campaign insights, trends, and develop optimization strategies. - Communication: - Act as the programmatic and paid social account lead, effectively communicating with clients, partners, and internal teams. - Keep clients informed and engaged through transparent campaign updates, POVs (Point of Views), and optimization notes. - Adapt communication style to effectively influence and drive positive outcomes. - Proactively seek opportunities to manage and exceed client expectations and enhance their experience. - Innovation: - Strategize with seller in pre and post-sales process to grow and develop existing client business and work alongside sales to win net new business. - Acting with curiosity; find new and better ways of working, applying or implementing solutions to unarticulated needs, new or existing market requirements. - Open to receiving and trying new ideas, processes, or ways of working. - Obtain DSP certifications within the first six months of joining to enhance programmatic expertise. Qualifications - 1-2 years experience of the digital media landscape and its fast-paced nature. - A proactive, street-smart approach and the ability to think three steps ahead. - Strong communication and presentation skills; able to articulate ideas clearly and confidently. - Strong analytical skills and attention to detail. - Proven ability to manage competing priorities and stay organized under pressure. - Comfort working collaboratively with teams and clients alike. - Proficiency in Excel and PowerPoint. - Strong interpersonal and customer service skills. - A general understanding of business sales processes. - Proven experience planning Paid Social (e.g., Meta, LinkedIn, TikTok) and Search (e.g., Google Ads). - Obtain certifications across major Demand Side Platforms (DSPs), including Google DV360, The Trade Desk, Yahoo, and Amazon. - Ability to travel to headquarters in Toronto, Canada when required. - Must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position. Benefits - We’re a collective of world-class media experts powered by AI, strategy, and creativity. - We move quickly, think strategically, and care deeply about the work we do. - We reward curiosity, accountability, and growth because when our people level up, so does our business.

Role Description We are looking for a proactive and client-focused Assistant Manager – Account Management to build and nurture strong client relationships while driving exceptional service delivery. The ideal candidate will have proven expertise in Account Management, Client Servicing, and Brand Management, with the ability to understand client objectives, coordinate cross-functional teams, and ensure successful execution of projects and campaigns. This role requires a strategic thinker with excellent communication and stakeholder management skills who can balance business objectives with client expectations while identifying opportunities for long-term growth and partnership. Key Responsibilities - Serve as the primary point of contact for assigned clients, ensuring a seamless and high-quality client experience. - Build and maintain strong, long-term relationships with key stakeholders and decision-makers. - Understand client business goals, brand positioning, and market challenges to provide effective solutions and recommendations. - Manage end-to-end account servicing, including project planning, execution, delivery, and post-delivery support. - Coordinate with internal teams such as creative, operations, strategy, product, and delivery to ensure timely and successful project completion. - Monitor project timelines, budgets, deliverables, and quality standards while proactively addressing risks and escalations. - Develop account growth strategies by identifying upselling and cross-selling opportunities within existing client portfolios. - Collaborate with brand and marketing teams to ensure campaigns and initiatives align with client objectives and brand guidelines. - Present reports, performance updates, and strategic recommendations to clients in a clear and professional manner. - Track key account metrics, client feedback, and service quality to continuously improve customer satisfaction and retention. - Support business development initiatives by participating in client presentations, proposals, and strategic discussions. - Stay updated on industry trends, competitor activities, and market developments to provide valuable insights to clients. Qualifications - 4–12 years of relevant experience in Account Management, Client Servicing, Brand Management, or Client Relationship Management. - Strong understanding of client lifecycle management and stakeholder engagement. - Demonstrated ability to manage multiple accounts and projects simultaneously in a fast-paced environment. - Experience working closely with cross-functional teams to deliver client-focused solutions. - Excellent verbal and written communication, presentation, and negotiation skills. - Strong problem-solving abilities with a proactive and solution-oriented mindset. - Commercial awareness with the ability to identify growth opportunities and contribute to revenue expansion. - Strong organizational skills with attention to detail and the ability to manage priorities effectively. - Proficiency in Microsoft Office and familiarity with CRM or project management tools is an advantage. - Bachelor's degree in Business, Marketing, Communications, or a related field; a postgraduate qualification is a plus. Preferred Candidate Profile - Proven experience in managing high-value client relationships and delivering measurable business outcomes. - Strong understanding of branding, campaign execution, and customer engagement strategies. - Ability to thrive in a collaborative environment while taking ownership of client success. - A customer-first mindset with excellent interpersonal skills and a commitment to delivering exceptional service.