Account Manager

Carlton One is a global B2B technology leader, and part of the Goldman Sachs portfolio, helping organizations around the world reward and inspire exceptional people. Our solutions empower employees to be more productive, sales teams to perform at their best, and customers to stay engaged and loyal.

Our platform powers the global engagement industry, enabling companies to deliver impactful employee recognition, customer loyalty, rewards, sales, and channel incentive programs. We partner with over 450 clients
, 500 vendors
, and serve 14 million members across 185 countries
.

Beyond engagement, every Carlton One solution drives our eco‑action mission: funding tree planting to help restore the planet. To date, we’ve funded over 20 million trees and are on track to plant millions more each year. Learn more at

We are seeking a highly analytical, self‑motivated professional who thrives in a dynamic, cross‑functional environment. Success in this role requires a strong ability to learn quickly, think critically, and appreciate the interconnected value of Operations, IT, Sales, and Finance while maintaining a strong focus on achieving client objectives.

A natural curiosity and drive for excellence are essential, along with the ability to look beyond assigned tasks to anticipate downstream impacts, identify additional opportunities, and consistently deliver the highest level of competency. Initiative, ownership, and thoughtful problem‑solving must be core strengths.

The ideal candidate possesses a strong understanding of operational systems—particularly how they integrate and function together—including SSO, APIs, platform configuration, and functional requirements. Advanced Excel skills and an analytical mindset are critical, as the role requires reviewing large data sets and producing clear, actionable insights. An Excel‑based assessment will be part of the interview process.

• Deliver on assigned KPIs related to revenue, client satisfaction, and client retention.
• Develop a deep understanding of client needs and the full COE product offering.
• Manage client program configuration and implementation, leveraging strong knowledge of system architecture and platform capabilities.
• Lead the development and evaluation of recurring business reviews for all clients, integrating cross‑functional insights to drive engagement, retention, and revenue growth.
• Reframe and challenge client perspectives by aligning insights with client priorities and connecting recommendations to our differentiated capabilities.
• Produce accurate, compelling, and insight‑rich internal and client‑facing reports.
• Respond to and troubleshoot client inquiries through a ticketing system, ensuring timely resolution.
• Oversee all client program changes from final approval through implementation.
• Serve as the primary point of contact and manage all day‑to‑day client requirements.
• Provide client training and guidance on new features, enhancements, and product releases.
• Build and maintain effective relationships with cross‑functional teams across the organization.
• Track, coordinate, and support client invoicing in collaboration with the Finance team.
• Perform other duties as assigned by your manager.

• Minimum 4 years of experience managing direct client relationships.
• Familiarity with SaaS/PaaS platforms and the Recognition, Incentive, Loyalty, Rewards Procurement, and Fulfillment industry.
• Demonstrated understanding of SaaS, PaaS, AI, API integrations, SSO, and system configuration within platform UI environments, including how systems interrelate.
• Proven ability to quickly develop deep product knowledge and effectively communicate platform capabilities to clients.
• Strong analytical skills with advanced Excel proficiency, including large‑scale data manipulation and the ability to synthesize executive‑level insights.
• Proficient in PowerPoint with experience creating polished, insight‑driven business reviews.
• Clear understanding of insight‑driven vs. relationship‑driven client engagement strategies.
• Ability to manage multiple projects simultaneously across multiple departments.
• Exceptional attention to detail with strong…