Senior Customer Success Manager jobs at Forter in United States, New York

About the role:

Forter is actively seeking a highly motivated and experienced Senior Accountant to become a key member of its Accounting team. This crucial role involves managing general accounting operations and providing essential support for the month-end and quarterly financial close processes. Core responsibilities include preparing journal entries and account reconciliations and ensuring compliance with accounting standards (GAAP). The Senior Accountant will be expected to collaborate cross-functionally across the organization, supporting both internal and external audits, meeting critical reporting requirements, and driving process improvement initiatives that enhance overall financial accuracy and efficiency.

This position will follow a hybrid model, 3 days a week in our NYC office.

What you’ll be doing:

• Approve and review monthly payroll journal entries, including those for salaries, taxes, and other deductions for both U.S. and international entities.
• Manage and reconcile key payroll-related accounts, such as accrued vacation, accrued bonus and accrued severance, ensuring they are accurately reflected in the general ledger.
• Full ownership of the ASC 606 commission accounting, including capitalization, amortization, and impairment analysis of sales commissions, ensuring compliance and accurate expense recognition.
• Collaborate with external auditors during the annual audit, providing necessary documentation and support related to payroll, commissions, and other key accounts.
• Drive and participate in continuous improvement initiatives, identifying and implementing process efficiencies and automation through leveraging AI and technology.
• Handle special projects and ad-hoc requests as needed.

What you’ll need:

• Bachelor’s degree in Accounting, Finance, or a related field. CPA is a plus.
• 5+ years of accounting experience, preferably in a technology or SaaS company with both private and public company experience.
• Strong understanding of GAAP and financial reporting principles.
• Proficiency with accounting software (e.g., NetSuite) and advanced Microsoft Excel skills (pivot tables, VLOOKUPs, etc.).
• Proven ability to identify and implement process improvements.
• High attention to detail with strong organizational skills
• Excellent analytical, problem-solving, and communication skills.
• Ability to work independently, manage multiple priorities, and meet tight deadlines in a fast-paced environment.
• A strong work ethic, a proactive attitude, and a high level of integrity.

Trust is backed by data – Forter is a recipient of over 10 workplace and innovation awards, including:

• Great Place to Work Certification (2021, 2022, 2023)
• Fortune’s Best Workplaces in NYC (2022, 2023 and )
• Forbes Cloud 100 (2021, 2022, 2023 and )
• #3 on of “Most Innovative Finance Companies” (2022)
• Anti-Fraud Solution of the Year at the Payments Awards (2024)
• SAP Pinnacle Awards “ ” (2023)
• Fintech Breakthrough Awards – Best Fraud Prevention Platform (2023)

Benefits:

• Competitive salary
• Restricted Stock Units (RSUs)
• Matching 401K Plan
• Comprehensive and generous health insurance, including vision and dental coverage
• Home office allowance
• Generous PTO policy
• Half day Fridays

Salary Range: $118,000-$146,000 annually + bonus + equity + benefits

What you’ll be doing:

• Perform timely and accurate payroll runs globally (North America, EMEA, APAC with partner support to our Israel Payroll team), through efficient communication to internal and external stakeholders of all transactions impacting payroll and by providing clear deadlines.
• Ensure that payroll processes are compliant with local requirements and company policies, and that they are reviewed regularly, improved when necessary and appropriately documented and communicated internally.
• Ensure that the services provided by our PEO provider (US) and other third-party providers are adequately controlled and improved where necessary.
• Ensure that issues related to payroll are escalated, resolved and communicated appropriately.
• Partner with the HR team in the migration from PEO to an in-house HRIS platform.
• Ensure that team members’ questions and concerns regarding payroll (process, tax, benefits or platforms) are answered accurately and in a timely manner.
• Ensure communication and collaboration with the HR team for all team members’ data and compensation-related matters.
• Efficiently manage relationships with all third parties involved in payroll delivery: PEO, payroll service providers, 401k and pension vendors.
• Own all payroll related communications internally: provide clarity on payroll processes and benefits at all levels of the business and in particular for new hires, provide day-to-day support and resolution for any queries on all payroll matters, proactively communicate with team members, managers and People team as necessary.
• Partner with the rest of the Finance team regarding general ledger entries, payroll liabilities reconciliation, state/local tax compliance, annual / ad-hoc audit support, reporting inquiries and other projects as necessary.
• Keep up to date on all payroll industry trends and best practices applying this knowledge to our processes and identifying areas for improvement.

What you’ll need:

• 7-10+ years of experience performing payroll runs globally
• Experience with both PEO and large scale in-house payroll platform
• Experience with migration from PEO to in-house payroll
• Strong working knowledge of payroll best practices, guidelines and compliance including multi-jurisdictional tax management
• Comfortable with documentation of business process and gathering of business requirements
• Proven ability to manage a wide range of priorities.
• Excellent communicator, must be able to influence stakeholders and talk through complicated topics
• Experience with HCM/HRIS and Accounting systems

Trust is backed by data – Forter is a recipient of over 10 workplace and innovation awards, including:

• Great Place to Work Certification (2021, 2022, 2023)
• Fortune’s Best Workplaces in NYC (2022, 2023 and )
• Forbes Cloud 100 (2021, 2022, 2023 and )
• #3 on of “Most Innovative Finance Companies” (2022)
• Anti-Fraud Solution of the Year at the Payments Awards (2024)
• SAP Pinnacle Awards “ ” (2023)
• Fintech Breakthrough Awards – Best Fraud Prevention Platform (2023)

Benefits:

• Competitive salary
• Restricted Stock Units (RSUs)
• Matching 401K Plan
• Comprehensive and generous health insurance, including vision and dental coverage
• Home office allowance
• Generous PTO policy
• Half day Fridays

Salary Range: $158,000- $195,000 annually + bonus + equity + benefits

About the role:

Reporting into the Senior Director of Demand Generation, you’ll lead a full-time team member and manage a roster of expert contractors. This role is ideal for a content leader that thrives at the intersection of storytelling, data, and technology. You understand how exceptional content can educate eCommerce leaders, build trust, and generate digital demand.

What you’ll be doing:

• Own the global content strategy and calendar — ensuring alignment with marketing, sales, and product priorities.
• Lead creation of high-value, educational content that helps eCommerce and payments leaders understand their changing environment and improve revenue and profitability.
• Leverage AI tools to enhance efficiency, insight generation, and quality across the content lifecycle.
• Oversee the production of diverse content formats, including:
  • Website pages and blogs that drive engagement and conversion.
  • Research reports leveraging Forter’s unique data visibility to uncover industry trends and insights.
  • Thought leadership video scripts and ghostwritten articles for executives and internal subject matter experts.
  • Customer success stories, case studies, and video content showcasing Forter’s impact.
• Collaborate cross-functionally with the Creative team, Product Marketing, Partner Marketing, Demand Gen, Sales, and internal subject matter experts to ensure content supports go-to-market priorities.
• Manage and mentor a full-time content team member and a network of writers, editors, designers, and video producers.
• Measure content performance and use insights to refine strategy, formats, and distribution for maximum impact.
• Ensure brand consistency across all channels, maintaining Forter’s voice as credible, authoritative, and approachable.

What you’ll need:

• 8+ years of experience in content marketing or editorial leadership, ideally within B2B SaaS, payments, or eCommerce.
• An understanding of content’s role in the digital demand engine — SEO, lead generation, and nurture.
• Strong writing, editing, and storytelling skills — able to translate complex topics into clear, compelling narratives.
• Experience working with data-driven content, including turning analytics or proprietary insights into thought leadership.
• Comfortable managing and mentoring a mix of internal team members and external contractors or agencies.
• Demonstrated experience using AI tools for research, drafting, editing, and analysis.
• Proven project management and organizational skills — able to juggle multiple priorities and stakeholders.

Trust is backed by data – Forter is a recipient of over 10 workplace and innovation awards, including:

• Great Place to Work Certification (2021, 2022, 2023)
• Fortune’s Best Workplaces in NYC (2022, 2023 and )
• Forbes Cloud 100 (2021, 2022, 2023 and )
• #3 on of “Most Innovative Finance Companies” (2022)
• Anti-Fraud Solution of the Year at the Payments Awards (2024)
• SAP Pinnacle Awards “ ” (2023)
• Fintech Breakthrough Awards – Best Fraud Prevention Platform (2023)

Benefits:

• Competitive salary
• Restricted Stock Units (RSUs)
• Matching 401K Plan
• Comprehensive and generous health insurance, including vision and dental coverage
• Home office allowance
• Generous PTO policy
• Half day Fridays

Salary Range:+ bonus + equity + benefits

About the role:

This position is based in New York and follows a hybrid model.

What you’ll be doing:

• Own the end to end customer relationship, from go-live through renewal, for our largest and most strategic customers while executing a success plan for each
• Enable a variety of client stakeholders on Forter’s portal and technology close to the account going live. After, go-live, run ongoing training and enablement for clients
• Quarterback high impact engagements, particularly executive business reviews to communicate Forter’s value and impact to client executives
• Procure advocacy from your clients in the form of reference calls, case studies, etc. that act as sales accelerators and turn our partners into active promoters
• Leverage your client relationships and knowledge of Forter’s solution to generate upsell opportunities that you will collaborate with the Sales team on
• Own the retention number for your book of business and oversee the renewal process for expiring client contracts
• Share key insights about Forter’s product and processes internally with our Product and leadership teams to help point the company roadmap in the right direction
• Direct client technical inquiries or troubleshooting questions to our Support team and help that team where necessary to ensure a positive customer experience
• Maintain clean data within our internal systems to ensure that both you and Forter’s leadership team have the most accurate info possible about the book of business

What you’ll need:

• Experience: minimum 5 years of relevant experience post-live, client-facing Customer Success experience where you managed large, strategic, and complex accounts.
• Executive Relationships : Excellent communication skills, especially at the C-level both internally and externally. Proven ability to develop relationships with customer executives while working with stakeholders on account objectives and engagements
• Program Management : Demonstrated excellence at success planning across a large and complex book of business. Experience building successful account plans to retain and grow your customers while showing urgency when reacting to problems.
• Technical Aptitude : High fluency in technical topics for a non-technical operator. Not afraid to roll your sleeves up and get in the weeds while understanding complex technical concepts. Known as the best product expert on your past CS teams.
• Expansion Discovery : Proven track record of landing and expanding large strategic accounts in your book of business. You have a nose for discovering and qualifying upsells and cross-sells. Experience with an upsell or revenue quota preferred.

• Industry-Relevant Experience : Background in enterprise SaaS sales, program management, and SaaS startups. Strong preference for professional working experience at enterprise SaaS businesses focusing on payments, fraud, or eCommerce.

Trust is backed by data – Forter is a recipient of over 10 workplace and innovation awards, including:

• Great Place to Work Certification (2021, 2022, 2023, )
• Fortune’s Best Workplaces in NYC (2022, 2023 and )
• Forbes Cloud 100 (2021, 2022, 2023 and )
• #3 on Fast Company’s list of “Most Innovative Finance Companies” ( )
• Anti-Fraud Solution of the Year at the Payments Awards ( )
• SAP Pinnacle Awards “New Partner Application Award” (2023)
• Fintech Breakthrough Awards – Best Fraud Prevention Platform (2023)

Benefits:

• Competitive salary
• Stock options
• Matching 401K Plan
• Comprehensive and generous health insurance, including vision and dental coverage
• Home office allowance
• Generous PTO policy
• Half day Fridays

Salary Range:+ bonus + equity + benefits

About the role:

You’ll manage a full-time Campaign Operations Associate and work closely with theRegional Demand Generation Managersto stand up integrated, multi-channel campaigns targeting both C-level and operational-level audiences. This is a role for someone who loves the intersection of strategy, process, and technology — someone who thrives on making complex campaign operations run smoothly and efficiently.

You’ll collaborate cross-functionally with teams including,,, and

What you’ll be doing:

• Partner with regional Demand Gen Managers to plan and execute account-based, multi-channel campaigns targeting executive and operational personas, fuelling both new business and expansion pipeline.
• Oversee campaign execution and tracking , ensuring effective setup, targeting, and performance measurement.
• Manage and mentor a Campaign Operations Associate , providing direction, prioritization, and professional development, and manage contractor output as required.
• Own campaign processes and infrastructure , continuously improving workflows, data quality, and reporting accuracy.
• Use and optimize key marketing systems , including Salesforce, HubSpot, Google Analytics, and other digital platforms to track, measure, and report campaign effectiveness.
• Leverage AI and automation tools (e.g. Glean, Tofu HQ, Gemini, Clay) to increase campaign efficiency, personalization, and scalability.
• Analyze and communicate performance metrics to stakeholders, providing actionable insights and recommendations.
• Experiment and iterate , bringing fresh ideas for improving audience segmentation, channel mix, and campaign orchestration.

What you’ll need:

• 5+ years of experience in campaign operations, marketing operations, or demand generation within a B2B SaaS environment.
• Proven success in building and executing account-based, multi-channel digital campaigns targeting multiple personas and buying groups.
• Hands-on experience with Salesforce, HubSpot, Linkedin and Google Ads, and Google Analytics (experience with Qlik, Glean, or Tofu HQ a plus).
• Has used data-driven approaches to testing, optimization, and performance measurement.
• An ability to successfully drive projects forward by managing multiple stakeholders, competing interests, and deadlines.
• Experience developing and refining marketing processes and automation frameworks .
• Comfortable experimenting with and adopting AI tools to improve efficiency and performance.
• Clear, confident communication and collaboration skills — able to bridge technical and creative teams effectively.
• A self-starter who thrives in a fast-paced, high-growth environment and loves solving problems with data and technology.

Trust is backed by data – Forter is a recipient of over 10 workplace and innovation awards, including:

• Great Place to Work Certification (2021, 2022, 2023)
• Fortune’s Best Workplaces in NYC (2022, 2023 and )
• Forbes Cloud 100 (2021, 2022, 2023 and )
• #3 on of “Most Innovative Finance Companies” (2022)
• Anti-Fraud Solution of the Year at the Payments Awards (2024)
• SAP Pinnacle Awards “ ” (2023)
• Fintech Breakthrough Awards – Best Fraud Prevention Platform (2023)

Benefits:

• Competitive salary
• Restricted Stock Units (RSUs)
• Matching 401K Plan
• Comprehensive and generous health insurance, including vision and dental coverage
• Home office allowance
• Generous PTO policy
• Half day Fridays

Salary Range:+ bonus + equity + benefits

About the role:

This position will be based in NY and will follow a hybrid working model.

What you’ll be doing:

• Develop and implement comprehensive communication plans in support of our customer advocacy efforts
• Partner with our Customer Advocacy Team to identify, recruit, and cultivate deep relationships with high-profile customers to unlock compelling storytelling opportunities (e.g., joint press releases, keynote speaking opportunities, media interviews)
• Develop presentations and talk tracks for customer speakers & advocates
• Develop and manage an awards & speaking program that positions Forter’s customers as industry leaders
• Work closely with the Content Marketing and Product Marketing teams to integrate our product messaging into customer-led narratives

What you’ll need:

• Proven track record: You have progressive experience in Corporate Communications, Public Relations, or related fields, with a significant focus on using customer advocacy to strengthen brand awareness and industry leadership.
• Collaborative Spirit: You're a true team player who can partner with peers across the GTM team to get buy-in and assistance to execute effectively.
• Strong results: A portfolio of successful, high-profile communications campaigns that secured tier-one media coverage and speaking engagements centered on customer storytelling.
• Industry knowledge: You’re familiar with the digital commerce ecosystem and/or the retail industry, with knowledge of the emerging trends, technologies and issues impacting both.
• AI Prowress: You know how to leverage AI to drive efficiency in your day-to-day work, helping to scale your impact without sacrificing quality.
  
• Confidence : You’re comfortable working with executive-level decision makers, building rapport and preparing them for speaking engagements and media interviews.
• Process oriented: You know how to build long-term plans that align company announcements/campaigns with calls for speakers, industry events, awards and seasonal news cycles.
• Existing relationships with tier-one business and technology press and agency experience are a plus

Trust is backed by data – Forter is a recipient of over 10 workplace and innovation awards, including:

• Great Place to Work Certification (2021, 2022, 2023)
• Fortune’s Best Workplaces in NYC (2022, 2023 and )
• Forbes Cloud 100 (2021, 2022, 2023 and )
• #3 on of “Most Innovative Finance Companies” (2022)
• Anti-Fraud Solution of the Year at the Payments Awards (2024)
• SAP Pinnacle Awards “ ” (2023)
• Fintech Breakthrough Awards – Best Fraud Prevention Platform (2023)

Benefits:

• Competitive salary
• Restricted Stock Units (RSUs)
• Matching 401K Plan
• Comprehensive and generous health insurance, including vision and dental coverage
• Home office allowance
• Generous PTO policy
• Half day Fridays

Salary Range: $93,000 - $119,000 annually + bonus + equity + benefits

What you’ll be doing:

• Support Sales, Business Development and Customer Success organizations, predominantly in the Americas region
• Independently negotiate commercial agreements, including privacy components.
• Support business teams in drafting and negotiating agreements with vendors.
• Advise business teams on legal compliance, including on data protection and privacy issues.
• Advise business teams on recommended courses of action and legal risk, with the ability to judge when to escalate identified issues as appropriate.
• Assist in updating contract templates, drafting global corporate policies and processes, and helping build internal processes and enable the company on such policies.

What you’ll need:

• At least 5 years of relevant legal experience, preferably with at least 2 years in a law firm counseling rapid-growth technology companies.
• Accredited law degree from a top university.
• Admission to the bar and a current license in the relevant jurisdiction.
• Requires substantive experience with drafting and negotiating complex legal agreements (sales, partnership, procurement, NDAs, data processing agreements, others); experience with other internal company functions or areas of law is desired (such as intellectual property or privacy).
• Substantive experience with commercial technology transactions.
• Substantive experience dealing with/collaborating with Sales, Sales Management, Executive team on complex contract negotiations.
• Experience advising on privacy and data protection laws, including the California Consumer Privacy Act (CCPA) and General Data Protection Regulation (GDPR).
• Highly responsive and service-oriented attitude.
• Ability to multi-task and work independently with minimal supervision, while adapting quickly to a rapidly changing and challenging environment.
• Practical yet creative problem-solving approach that emphasizes addressing business needs while protecting Forter’s interests.
• Ability to balance priorities and know when to seek executive direction.
• Ability to work across multiple time zones.
• Fluent in English.

Trust is backed by data – Forter is a recipient of over 10 workplace and innovation awards, including:

• Forbes Cloud 100 (2021, 2022, 2023 2024, and )
• Great Place to Work Certification (2021, 2022, 2023)
• Fortune’s Best Workplaces in NYC (2022, 2023, 2024 and )
• #3 on of “Most Innovative Finance Companies” (2022)
• Anti-Fraud Solution of the Year at the Payments Awards (2024)
• SAP Pinnacle Awards “ ” (2023)
• Fintech Breakthrough Awards – Best Fraud Prevention Platform (2023)

Benefits:

• Competitive salary
• Restricted Stock Units (RSUs)
• Matching 401K Plan
• Comprehensive and generous health insurance, including vision and dental coverage
• Home office allowance
• Generous PTO policy
• Half day Fridays

Salary Range: $178,000 - $220,000 annually + bonus + equity + benefits