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Concertiv Tech Stack

Travel and market data procurement for financial institutions

Professional Services New York, NY 51–200 employees Founded 2014 Privately Held

Concertiv pools buying power across 75+ financial institutions to negotiate travel rates and manage 1,700+ market data contracts. The tech stack is sales-ops focused (Salesforce, HubSpot, Outreach, Gong, Power BI, Tableau) with no active migrations, while hiring skews toward ops and sales roles—a pattern that reflects their core motion: scaling client onboarding, forecasting accuracy, and vendor management workflows rather than building new technical capabilities.

Tech Stack 10 technologies

Core StackPower BI Salesforce Tableau HubSpot Gong Excel PowerPoint SQL Outreach LeanData

What Concertiv Is Building

◆Challenges

Improving forecasting accuracy
Optimizing salesforce processes
Invoice disputes
Reducing third-party spend
Streamlining vendor management
Improving contract negotiation
Eliminating manual work
Vendor pressure
Renewal fire drills
Maintaining data integrity

▲Active Projects

Develop core dashboards for gtm analytics
Refine forecasting processes for revenue accuracy
Optimize salesforce workflows and data hygiene
Onboarding and implementation for new clients
Strategic account plans for retention and expansion
Performance reporting and insights
Market data service operations
Subscription issue resolution
Procurement support

Hiring Activity

Accelerating5 roles · 3 in 30d

Department

Ops

2

Sales

2

Support

1

Seniority

Director

1

Junior

1

Manager

1

Mid

1

Senior

1

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About Concertiv

Concertiv provides two core services to small and mid-sized financial institutions: business travel procurement and market data management. On the travel side, they aggregate $300M in annual volume across their customer base to negotiate better rates and enforce booking policies. On the market data side, they handle contract renewals, vendor billing reconciliation, cost allocation, and access control across 1,700+ subscriptions. The company operates a mix of standardized operations (policy enforcement, billing) and high-touch advisory (contract negotiation, vendor relationships) across both lines of business.

HeadquartersNew York, NY

Company Size51–200 employees

Founded2014

Hiring MarketsCanada

Frequently Asked Questions

What does Concertiv do?

Concertiv procures business travel and market data for 75+ financial institutions. They aggregate travel volume to secure better rates and policies, and manage 1,700+ market data contracts including renewals, billing, and access control.