Shape the Future of Compliance: Join PerformLine’s Team of Innovators

Account Executive

 

Hybrid (Morristown, NJ)

ABOUT PERFORMLINE

PerformLine is a category-leading SaaS company that empowers leaders with end-to-end marketing compliance technology, from automated review of documents to discovery and live monitoring across consumer-facing channels including the web, calls, messaging, emails, and social media. PerformLine powers compliance at some of the world’s largest companies by proactively finding and remediating potential regulatory risks while scaling coverage and gaining efficiencies through automation.

Come as you are. We are an equal opportunity workplace celebrating diversity and committed to creating an inclusive and equitable experience for all.

MISSION

Our mission is to empower compliance leaders with the technology and knowledge to ensure their organization and partners provide transparent and accurate information to consumers across any channel.

TL;DR

As an AE on the PerformLine team, you’ll sell our SaaS solution to the consumer finance space (think mid-market to Fortune 50 financial institutions). Our sales cycles tend to be strategic, 4-6 months being the average, but some can be longer. From prospecting themselves through red lines and closing deals, our AEs take true ownership of their sales cycle and quota! They travel about monthly and partner with the BDR team to drive activity metrics. 

WHAT YOU'LL DO

An Account Executive at PerformLine...

• Takes full ownership of their role and responsibilities. 
• Seeks out coaching and mentorship and takes critical feedback well.
• Plays the long game and is willing to put in the time and effort with a positive attitude, even when outcomes aren’t immediate.
• Is results oriented and able to learn, grow and adjust to achieve desired results.
• Is excited about selling to the world’s largest businesses with uncapped commission
• Embraces the challenge of a difficult and long sales cycle wholeheartedly.
• Can work a room like no other - confidently network with preoccupied strangers to identify leads without seeming shallow or disingenuous.

0-6 Months

• Become an expert in the sales process, product, industry, and client base.
• Proactively involve yourself in deals currently in the pipe to shadow, ask questions, and gain understanding.
• Bring enthusiasm and energy to the sales team on a daily basis.
• Be a key part of a winning team by hitting your weekly and monthly targets every time.
• Familiarize yourself with your account list. 
• Focus on pipeline building from scratch through lead generation, outbound activity, and working your named account list.

6-12 Months

• Hit or exceed quota. 
• Maintain a hunter mentality to continually generate leads through inMail, email,video, research, networking, and conferences.
• Be an expert in the industries that you’re selling into to introduce PerformLine as a solution to their marketing compliance needs. 
• Maintain a robust pipeline even as deals are closing to ensure future deal consistency and long term stability.
• Work across departments to not only acquire new business but ensure a smooth transition to client success. 

WHAT YOU BRING

• A minimum of 6 years of experience in an enterprise B2B environment. 
• Entrepreneurial experience - can you get scrappy, think big, and push through challenges?
• Strong interpersonal and written skills that allow for effective communication both internally and with prospects.
• Organizational skills to manage your time to meet and exceed your KPI’s.
• A track record of hitting or exceeding goals. 

WHO YOU ARE

• Coachable, curious, and intelligent
• Self-motivated, team player comfortable in a quota-driven start-up environment
• Track record of earning success through hard work and determination
• Energetic and engaging personality
• Genuine love of interacting with all types of people, all day long
• Positive can-do attitude with the ability to thrive amidst ambiguity as needed  
• Default to thoughtful, humble, empathetic, respectful, and calm communication
• Never operates with an adversarial attitude

This is only intended to be advertised in areas where it complies to state and local law.

PerformLine participates in E-Verify

Client Success Manager

 

Hybrid (Morristown, NJ)

ABOUT PERFORMLINE

PerformLine is a category-leading SaaS company that empowers leads with end-to-end marketing compliance technology, from automated review of documents to discovery and live monitoring across consumer-facing channels including the web, calls, messaging, emails, and social media. PerformLine powers compliance at some of the world’s largest companies by proactively finding and remediating potential regulatory risks while scaling coverage and gaining efficiencies through automation.

Come as you are. We are an equal opportunity workplace celebrating diversity and committed to creating an inclusive and equitable experience for all.

MISSION

Our mission is to empower compliance leaders with the technology and knowledge to ensure their organization and partners provide transparent and accurate information to consumers across any channel.

TL;DR

PerformLine is looking for a Client Success Manager to join the Enterprise team, servicing Enterprise customers. After you’re fully ramped up, you can expect to manage the ins and outs of a client book of business. Think status calls, to QBRs, renewals and more. 

WHAT YOU’LL DO

Own

• Be the voice of the client
• Address program questions and respond to product and feature change requests
• Provide support and training of our PerformLine platform
• Schedule, estimate, and provide status reports
• Manage a full book of business

Engage

• Develop a fast rapport with customers to set clear expectations and maintain customer satisfaction and engagement
• Maintain regular interactions with customers via phone, email, and often in person
• Run Quarterly Business Reviews (QBR's) with assigned accounts

Retain

• Analyze program performance metrics and make optimization recommendations to ensure compliance management objectives are met
• Review assets across all PerformLine channels to ensure appropriate rule creation, application and scoring
• Proactive outreach to customers to ensure programs are running properly on an ongoing basis

Grow

• Identify, work, and close up-sell and cross-sell opportunities
• Successfully forecast and manage renewals

WHO YOU ARE

• Client-focused mindset with some sales experience
• Some understanding of SaaS account management strategies
• Hands-on experience with client interaction in a B2B space
• Confident in ability to learn new technologies quickly and completely
• Organized, detail-oriented, and an expert at multitasking
• Energetic, engaging personality
• Self-motivated team player who is comfortable in a fast-paced environment
• Positive can-do attitude with the ability to thrive amidst ambiguity as needed
• Default to thoughtful, humble, empathetic, respectful, and calm communication
• Never operates with an adversarial attitude

 

This is only intended to be advertised in areas where it complies to state and local law

PerformLine participates in E-Verify

General Pool

 

Are you a great fit for the PerformLine team culture?  

Don't see an Open Role that matches your skill set perfectly?

 

Apply here! Use this job posting if you would be a great fit for PerformLine in general!

 

Senior Onboarding Associate

 

Hybrid (Morristown, NJ)

ABOUT PERFORMLINE

PerformLine is a category-leading SaaS company that empowers leaders with end-to-end marketing compliance technology, from automated review of documents to discovery and live monitoring across consumer-facing channels including the web, calls, messaging, emails, and social media. PerformLine powers compliance at some of the world’s largest companies by proactively finding and remediating potential regulatory risks while scaling coverage and gaining efficiencies through automation.

Come as you are. We are an equal opportunity workplace celebrating diversity and committed to creating an inclusive and equitable experience for all.

MISSION

Our mission is to empower compliance leaders with the technology and knowledge to ensure their organization and partners provide transparent and accurate information to consumers across any channel.

TL;DR

This role will take ownership of Client onboardings. You’ll work to engage, train, and delight our new users while driving them towards measurable wins as they ramp up within the PerformLine platform. Armed with well documented playbooks and cross-functional support, you will ensure our clients, from the scrappiest fintechs to the world’s largest banks, build a rock solid foundation with our platform and company that will last for years to come.

WHAT YOU’LL DO

Onboarding Support

• Onboarding project management through tactical, set up, logistics, credentials
• Design the client’s account to best facilitate a solution to their unique needs
• Identify potential upsells and cross-sell opportunities as new information surfaces
• Collaborate with Clients to achieve their initial goals of the new client relationship
• Drive clients towards best practice engagement KPIs
• Partner with product team to spec custom API connections with client contact center platforms

Client Support

• Ongoing support of the client relationship through customizations and/or optimizations
• Support Client Success team in deploying additional PerformLine products
• Assist Client Success Managers post-expansion to ensure client’s intended value is obtained

WHAT YOU BRING

• SaaS client onboardings, implementations, etc
• Experience managing enterprise clients is a plus!
• Tech savvy enough to jump in and learn new platforms quickly
• Experience writing user story based tickets
• Experience with project management tools (Asana, Notion, or similar)
• Excellent communication skills, project planning, workflow setup and management
• Technical proficiency in data visualization and SQL are a plus! 

WHO YOU ARE

• A self starter, adept at attaining new skills and technologies, always pushing to break new ground
• Self-motivated, able to work autonomously yet communicate effectively with all stakeholders
• Positive can-do attitude with the ability to thrive amidst ambiguity as needed
• Default to thoughtful, humble, empathetic, respectful, and calm communication
• Never operates with an adversarial attitude
• Seeks out coaching and takes critical feedback well

^{This is only intended to be advertised in areas where it complies to state and local law.}

^{PerformLine participates in E-Verify.}

Senior Operations Associate

 

Hybrid (Morristown, NJ)

ABOUT PERFORMLINE

PerformLine is a category-leading SaaS company that empowers leaders with end-to-end marketing compliance technology, from automated review of documents to discovery and live monitoring across consumer-facing channels including the web, calls, messaging, emails, and social media. PerformLine powers compliance at some of the world’s largest companies by proactively finding and remediating potential regulatory risks while scaling coverage and gaining efficiencies through automation.

Come as you are. We are an equal opportunity workplace celebrating diversity and committed to creating an inclusive and equitable experience for all.

MISSION

Our mission is to empower compliance leaders with the technology and knowledge to ensure their organization and partners provide transparent and accurate information to consumers across any channel.

TL;DR

This role will be the operational owner of PerformLine’s Web monitoring tool. Think data ingestion, tier 2 customer support, troubleshooting, capacity monitoring, reporting, outsourcing, and more. You’ll manage projects with internal and external stakeholders while driving towards deliverables with reliability, efficiency, and automation in mind. The right person for this role will help level up the way we deliver our software and service our clients while building a culture of excellence. You will have a direct impact on our clients and ultimately the revenue / retention by ensuring strong and scalable operational practices and outcomes.

WHAT YOU’LL DO

SaaS Delivery and Operations

• Leverage your experience to improve the delivery and support of our product
• Partner with the rest of the ops team to ensure SLAs for clients leveraging the Web Channel are fulfilled
• Proactively identify potential client issues through monitoring the collection and ingestion of data in the PerformLine platform
• Work with client success and product teams to resolve or prevent issues
• Recommend procedural or technical optimizations to ensure objectives are met
• Track key business processes and performance metrics for Operations

Become the expert

• Learn our platform and the software we use to facilitate the ingestion of assets
• Leverage your tech savvy nature and product knowledge to interact knowledgeably with engineers when troubleshooting file or data ingestion issues
• Articulate reporting needs to the Business Intelligence team who can build data visualizations to help you monitor more efficiently 

Be an owner

• Take ownership of your growth and learning on topics like mentorship, coaching, influence, and leadership
• Proactively create opportunities to break down or prevent interdepartmental silos
• Be a culture warrior by leveling up yourself and bringing others with you - embracing a culture of excellence

WHAT YOU BRING

• Excitement for cross functional collaboration
• Advanced knowledge of Excel (Pivot Tables, v-Lookups, Macros)
• Strong critical thinking and time management skills 
• Demonstrated experience in learning or tinkering with new technologies, software platforms, tools, and other advanced computer skills
• Ability to analyze data in order to answer complex questions and put an action plan in place
• An interest in mentoring / team lead responsibilities
• A desire to learn and get to the right questions before jumping on a task
  
  

WHO YOU ARE

• A true owner: Takes responsibility to lead a project or initiative through completion
• Metric driven with a growth mindset who is constantly trying to improve and doesn’t get too comfortable.
• Self-starter who loves breaking down problems, building solutions, and working in a changing environment
• Passionate about learning new technologies, problem solving, and continuous development.
• Positive can-do attitude with the ability to thrive amidst ambiguity as needed
• Default to thoughtful, humble, empathetic, respectful, and calm communication
• Never operates with an adversarial attitude

 

This is only intended to be advertised in areas where it complies to state and local law

PerformLine participates in E-Verify