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Yesterday
F

Forter Senior Customer Success Manager United States, New York, New York

Limitless High-tech career opportunities - Expoint
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...
Description:

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.
It’d be really cool if you also have:
  • 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
Hybrid work:

Salary Range:+ bonus + equity + benefits

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Yesterday
BS

Boston Scientific Business Analyst - Magellan Customer Cash United States, Massachusetts, Marlborough

Limitless High-tech career opportunities - Expoint
Represent business users and stakeholders to define user requirements and translate them into user stories including the “Who, What, and Why” with clear acceptance criteria. Partner with the Change Enablement...
Description:




● Identify global functionality requirements for key CtC processes (including but not limited to Sales Order Management, Pricing and Rebate Processing, Billing Processing, and Accounts Receivable Management) within SAP S/4, with a focus on future state capabilities.

● Represent business users and stakeholders to define user requirements and translate them into user stories including the “Who, What, and Why” with clear acceptance criteria.

● Partner with the Change Enablement team and Site Leads/BPLs/SMEs to develop training plans and content for key functionality.

● Work collaboratively within a dynamic team that values constructive feedback, open dialogue, and professional growth.

● Support data migration efforts from SAP ECC to SAP S/4HANA through rigorous validation and stakeholder collaboration.


● Bachelor’s degree in Business, Engineering, Science, or Supply Chain–related field.

● Minimum of 3 years' experience with SAP Sales and Distribution processes or SAP Master Data creation and maintenance.

● Strong working knowledge of SAP Master Data (Customer Master, Material Master, Sales Master Data) and related processes.

● Knowledge of end-to-end processes within the Customer to Cash space.

● Minimum of 2–4 years' experience in business analysis or similar roles supporting order-to-cash or customer-facing processes.

● Exposure to SAP S/4HANA or SAP ECC modules such as SD, MM, or FI-AR.

● Basic understanding of order processing, pricing, billing, returns, and financial flows.

● Experience documenting requirements and supporting testing activities.

● Working knowledge of ERP systems and related application ecosystems and interfaces.

● Demonstrated continuous improvement mindset, with experience in system upgrades, enhancements, or Lean business processes.

● Ability to establish, communicate, and engage teams in the vision and strategy of the Magellan Program.

● Strong collaboration and influencing skills across functions and levels.


● Experience in the medical device or other regulated life sciences industries.

● Functional or operational experience with SAP Order to Cash in a medical device environment.

● Knowledge of life sciences processes and technology.

● Previous experience leading or supporting a major program introduction or upgrade, ideally within an IT/Systems or business representative role.


● Excellent listening and communication skills, with the ability to efficiently transfer knowledge.

● Demonstrated integrity, professionalism, and credibility.

● High sense of urgency and strong commitment to execution.

● Ability to quickly learn new systems and processes.

● Proactive, curious, and comfortable in a fast-paced project environment.

Compensation fornon-exempt (hourly), non-sales rolesmay also include variable compensation from time to time (e.g., any overtime and shift differential) and annual bonus target (subject to plan eligibility and other requirements).

Compensation forexempt, non-sales rolesmay also include variable compensation, i.e., annual bonus target and long-term incentives (subject to plan eligibility and other requirements).


For MA positions:It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.

Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.

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21.11.2025
MDB

MongoDB Senior Customer Success Manager United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Ideally 8 to 11 years of related experience in a customer facing role, with 5 to 7 years of experience in pre-sales with enterprise software. Minimum of 3 years experience...
Description:
As an ideal candidate, you will have:
  • Ideally 8 to 11 years of related experience in a customer facing role, with 5 to 7 years of experience in pre-sales with enterprise software
  • Minimum of 3 years experience with modern scripting languages (e.g. Python, Node.js, SQL) and/or popular programming languages (e.g. C/C++, Java, C#) in a professional capacity
  • Experience designing with scalable and highly available distributed systems in the cloud and on-prem
  • Demonstrated ability to work with customers to review complex architecture of existing applications, providing guidance on how to improve by leveraging technology
  • Excellent presentation, communication, and interpersonal skills, with the ability to convey complex technical and business concepts in a clear and compelling manner to technology and business leadership
  • Ability to strategize with sales teams and provide recommendations on how to drive a multi-threaded account strategy, aligning other MongoDB and ecosystem resources to move towards a mutually beneficial account plan
  • A Bachelor’s degree or equivalent work experience
You may also have:
  • Experience selling databases and/or deploying applications with any of the major cloud providers
  • Experience with database programming and data models
  • Experience in data engineering or AI/ML projects
  • Experience in transforming legacy systems and platforms into modern, scalable, and efficient technology stacks
  • Understanding of popular sales methodologies/ frameworks such as MEDDPICC/ Command of the Message
  • A MongoDB Certification
  • A Cloud Provider Certification

In this role, you will work on complex opportunities where analysis of situations or data requires an in-depth evaluation of various factors. You will:

  • Design and Architect: Design scalable and performant applications, systems and infrastructure for large software projects leveraging MongoDB
  • Customer Advising and Value Articulation: Guide customers on architecture patterns and optimization strategies for MongoDB, while clearly communicating its business value to the relevant stakeholders
  • Sales Partnership: Collaborate with the sales team to drive account success through account planning, opportunity prioritization/qualification and pipeline generation strategy, while taking ownership of the technical aspects (including but not limited to technical discovery, demos, proof of value, presentations, sizing and documentation)
  • Demand Generation: Proactively generate demand within the sales territory through self-driven technical initiatives, participation in events such as industry trade shows and account-based marketing events
  • Customer Success: Foster strong customer relationships, build champions and ensure customer success and satisfaction
  • Innovation and Improvement: Continuously seek opportunities to innovate and improve MongoDB solutions and processes (e.g. by relaying field feedback to the product team), as well as proactively mentor other Solutions Consulting team members
  • Personal Training and Development: Engage in ongoing training and professional development to stay abreast of MongoDB product suite as well as industry trends
What you will learn:

MongoDB Product Suite Mastery

  • Core Database Server: Master the fundamentals and advanced features of MongoDB's core database
  • Atlas and Advanced Services: Gain expertise in Atlas (fully managed cloud database service), Atlas Stream Processing, Atlas Data Lake, Atlas Full-Text Search, Atlas Vector Search, and Charts
  • Relational Migrator: Learn to migrate from relational databases seamlessly

Market-Relevant Technologies

  • Hyperscaler Ecosystem: Gain expertise in designing complex systems utilizing cloud services on hyperscaler platforms
  • Complementary Technologies: Enhance your skills with partner and complementary technologies such as Apache Kafka and Kubernetes

Modern Architecture Design

  • Design Patterns and Methodologies: Embrace best practices in microservices, DevOps, cloud, and security
  • Cutting Edge RAG and AI Architectures: Help customers on their generative AI journeys and working with industry leading partners in the space

Sales Techniques and Soft Skills

  • Effective Communication: Master presentations, demonstrations, and whiteboarding
  • Client Interaction: Develop strategies for discovery and objection handling

Industry Insights

  • Diverse Market Verticals: Gain exposure to a broad spectrum of interesting use cases across various industries
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21.11.2025
BS

Boston Scientific Customer Billing II United States, Texas, Houston

Limitless High-tech career opportunities - Expoint
Processes billing statements and adjustments. Processes month end billing invoices. Establish working relationship with centers' billing staff. Answer telephone inquiries and obtains necessary information to set up patient charts and...
Description:

About this role:

Responsible for interfacing with patients, company sales and/or service representatives, ambulatory surgery and implant centers/facilities and insurance carriers to handle a variety of pre-sales and post-sales service functions in the area of customer billing. Obtains patient information and maintains database of patient files. Facilitates communication between insurers, clinics, and patients, expediting exchange of required data and dealing with insurance billing problems. Exercises some independent judgment, works on assignments that are semi-routine in nature where ability to recognize deviation from accepted practice is required.

Your responsibilities will include:

  • Processes billing statements and adjustments.
  • Processes month end billing invoices.
  • Establish working relationship with centers' billing staff. Answer telephone inquiries and obtains necessary information to set up patient charts and maintain files.
  • Verify benefits, prepare and file pre-authorization requests and medical claims.
  • Complete standard follow-through calls and monitor status of case until approved.
  • Coordinate with co-workers and supervisor with regard to complicated and problem cases.
  • Perform other related duties as assigned, including special projects.
  • The Boston Scientific Corporation Pathology Laboratory attests to the following: For HIPAA compliance purposes, this position has been reviewed by management and meets the ‘need to know’ PHI access criteria of the HIPAA Security Rule. Additionally, per the HIPAA Privacy Rule, the minimum necessary PHI data elements have been identified by management, and the minimum necessary PHI access has been granted to the employee/contractor for them to satisfactorily execute the role and responsibilities of this position.

Required qualifications:

1-2 Years with High School Diploma and/or

Equivalent experience, training , or apprenticeships

Compensation fornon-exempt (hourly), non-sales rolesmay also include variable compensation from time to time (e.g., any overtime and shift differential) and annual bonus target (subject to plan eligibility and other requirements).

Compensation forexempt, non-sales rolesmay also include variable compensation, i.e., annual bonus target and long-term incentives (subject to plan eligibility and other requirements).


For MA positions:It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.

Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.

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21.11.2025
I

Informatica Principal Customer Success Architect - United States

Limitless High-tech career opportunities - Expoint
Partner with sales account managers, pre-sales consultants, Partner Sales staff, and professional services colleagues in the expansion of sales within all accounts, while building relationships with main decision makers. Navigate...
Description:
Account Executive - Healthcare / Life Sciences

Reporting to a Director, Field Sales you will sell complex technical products and services. This would typically be a limited number of our products, typically a technology or those that are strategic in nature. Typically specialize in a single product or product line, and carries an overlay quota. Generally not account-assigned; called into accounts as opportunities are identified and may work with account-assigned sales account managers to close sale. May manage the sales and technical team to support the sale of our products. May also be called on as a technical product expert to develop and present sales proposals and systems solutions, and close complex technical sales.

Your Role Responsibilities? Here's What You'll Do
  • Partner with sales account managers, pre-sales consultants, Partner Sales staff, and professional services colleagues in the expansion of sales within all accounts, while building relationships with main decision makers.
  • Navigate a complex, enterprise sales environment to understand customer needs and promote/develop business propositions for their specialist area of our product portfolio.
  • Use account planning and management skills to address customer needs and with competitive solutions.
  • Follow up on leads generated by business development, inside sales, marketing and partners and qualify the funnel of opportunities, and create new pipeline with prospecting efforts.
  • Documentation within CRM / Marketing software of customer contact and activity data is required of this role (e.g. names, titles, contact information, opportunity value, product information, sales stages, probability, business pain, firm-future commitments).
  • Accountable for accurate forecasting and regular quarterly revenue delivery for specialist product area.
  • Communicate company news/product updates to existing customers and prospects
  • Identify and define use cases for Informatica products.
  • Coordinate through initial launch of use cases on Informatica platforms.
  • Address Client satisfaction and issues until resolved. This will include coordinating other teams that work with each Client.
  • Manage the onboarding process for new select Informatica Clients.
  • At this level, incumbents will have expert-level knowledge of selling our products and services, with expertise of their specialization.
  • Assigned opportunities/engagements are typically larger and of the most complex nature, where attributed expected revenue retirement would be higher than lesser-scoped sales specialist roles.
  • You sell-to and work with executive-level customer decision makers, to include up to CXO levels.
What We'd Like to See
  • Hold expert-level experience and use professional concepts and our goals to resolve complex issues in creative ways.
  • Deep industry understanding of a customer's decision-making process, goals, strategies, and our goals.
  • Expert-level experience establishing communication and engagement with prospects at all levels of customer engagement.
  • Complete, "big-picture" understanding of the business and technical contexts of main accounts.
  • Driven, who exudes leadership on account set and compels others to get on board.
  • Familiar with consultative effectiveness and establishing trust with internal and external customers.
  • Knowledge of hybrid deployment of software solutions, Data Warehousing, Database, and Business Intelligence software concepts and products.
Role Essentials
  • BA/BS or equivalent educational background.
  • Minimum 8+ years of relevant professional experience.
Perks & Benefits
  • Comprehensive health, vision, and wellness benefits (Paid parental leave, adoption benefits, life insurance, disability insurance and 401k plan or international pension/retirement plans
  • Flexible time-off policy and hybrid working practices
  • Equity opportunities and an employee stock purchase program (ESPP)
  • Comprehensive Mental Health and Employee Assistance Program (EAP) benefit
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20.11.2025
ORC

ORCA Security Customer Success Manager United States

Limitless High-tech career opportunities - Expoint
High-growth: Over the past six years, we’ve consistently achieved milestones that take other companies a decade or more. During this time, we’ve significantly grown our employee base, expanded our customer...
Description:
Highlights:
  • High-growth: Over the past six years, we’ve consistently achieved milestones that take other companies a decade or more. During this time, we’ve significantly grown our employee base, expanded our customer reach, and rapidly advanced our product capabilities.
  • Disruptive innovation: Our founders saw that traditional security didn’t work for the cloud so they set out to carve a new path. We’re relentless pioneers who invented agentless technology and continue to be the most comprehensive and innovative cloud security company.
  • Well-capitalized: With a valuation of $1.8 billion, Orca is a cybersecurity unicorn dominating the cloud security space. We’re backed by an impressive team of investors such as Capital G, ICONIQ, GGV, and SVCI, a syndicate of CISOs who invest their own money after conducting their due diligence.
  • Respectful and transparent culture: Our executives pride themselves on being accessible to everyone and believe in sharing knowledge with the employees. Each employee has a place in shaping the future of our industry.
What You’ll Do:
  • Managing the entire Customer Journey for an assigned portfolio of Customers.
  • Partner with Customer Success Engineers to identify and drive customer objectives, operationalization, outcomes and value. Ensuring that technical enablement ties to customer goals and helps them achieve their own business KPIs.
  • Define and execute Customer Success plans that drive both adoption and value.
  • Be a trusted advisor for customers, communicating upcoming product changes, enhancements, and serving as an internal voice of the customer.
  • Work with customer stakeholders, executive sponsors, and partners to drive business value and expansion. Build strong relationships within all levels of the organization from the practitioner level all the way up to the C-suite. Proactively reach out to other BUs and executives to expand Orca’s footprint.
  • Identify risks, manage escalations, and collaborate cross-functionally within Orca.
  • Lead Executive Business Reviews (EBRS) & Quarterly Business Review (QBRs).
  • Own Customer renewal opportunities and partner with Account Executives on Customer Expansion opportunities.
  • Contribute to defining and bringing maturity Customer Success Playbooks, Journeys, and Best Practices.
  • Become proficient in CS and Sales tools required to perform the role: e.g. Salesforce, Clari, ChurnZero, Google Workspace, Slack, etc.
  • In your day to day with customers, you are the owner of the relationship, meaning that you understand your customer use cases, business outcomes, feature requests, escalation points, and key players at all times.
What You Bring:
  • Bachelor’s degree or equivalent work experience.
  • 5+ years experience in customer success, account management, engagement management, or post-sales roles related to driving positive customer outcomes and adoption.
  • 2+ years of experience working with Cloud Security, CyberSecurity, or SaaS products.
  • Ability to communicate, operate and communicate in various organizational levels both internally and externally.
  • Knowledge of modern Cloud Infrastructure providers such as AWS, Microsoft Azure, Google Cloud.
  • Thrive in a fast pace, dynamic environment.
  • Excellent written, verbal communication skills, & problem-solving skills.
  • A passion for creating and maintaining relationships, while working in a tight-knit community culture.
  • Ability to manage competing priorities.
  • Passion for driving customer success that results in renewals, upside, and retention.
  • Familiarity with cloud technology and environments, along with the benefits and security challenges of working in the cloud.
  • Experience with tools like Salesforce, ChurnZero, Gainsight and Slack.
  • Up to 30% required.
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19.11.2025
EY

EY Financial Services - Customer Tax Operations United States, Texas, Dallas

Limitless High-tech career opportunities - Expoint
Timely, efficient and accurate support of the production of information reporting in a volume-driven environment within deadline-driven time frames established by governmental agencies and as dictated by the performance standards...
Description:

Your key responsibilities

You’re likely to spend your time on a diverse array of projects, responsibilities and tasks, supporting client engagements by participating in day-to-day interactions with team members, providing a quality work product and driving delivery of services to meet deadlines. You will support the Customer Tax Operations practice with the preparation and delivery of tax information reporting (1099/1042-S/8804), FATCA/CRS reporting, tax withholding certificate validation (Forms W-8/9) and related withholding and reporting reconcilations for engagements with banks, wealth and asset management firms and insurance companies. You’ll be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role.

Skills and attributes for success

  • Timely, efficient and accurate support of the production of information reporting in a volume-driven environment within deadline-driven time frames established by governmental agencies and as dictated by the performance standards set forth by the practice’s clients
  • Balancing time between multiple projects and responsibilities, working with multiple engagement teams to serve multiple clients
  • Understanding of tax withholding certificates (Forms W-8/W-9) and FATCA/CRS Self Certification forms as well as information returns, including the data and information that’s required on the forms or information return for accuracy in tax reporting.
  • Understanding of vendor and client systems that support an tax operations function.
  • Analyzing bridged customer data and transaction information to identify potential errors and omissions and applying knowledge of basic tax concepts to make decisions and take action to modify tax reporting coding or reporting pertaining transactions and income to support accuracy in tax reporting
  • Managing internal and external communications, including requesting and documenting receipt of client authorizations and instructions, as well as other correspondence that is material to the tax compliance process using the tax software, basic software applications such as Microsoft Word, Excel and Power Point, and proprietary client collaboration tools
  • Communicating with client tax liaisons, tax compliance teams and other stakeholders to gather required information, and obtain instruction or authorization necessary for timely, accurate production of tax information reporting.
  • Support billing and collections for tax compliance and related services
  • Assist engagement team with reconciliation of customer demographic date, transaction data and tax information returns to achieve complete, accurate and timely filing of those returns; including identifying and resolving reconciliation discrepancies
  • Routinely communicating with immediate supervisor and colleagues to obtain guidance and instruction pertaining to performance of work, provide updates on status of work, and discuss recommendations concerning correction of data issues to support accuracy and consistency in tax reporting

To qualify for the role, you must have

  • Bachelor degree (Accounting, Business, Finance or equivalent degree preferred)
  • 1–2 years of experience
  • Proficient in basic computer software applications, including Microsoft Word, Excel and PowerPoint and ability to learn other software applications
  • Working knowledge of 1099/1042-S reporting systems
  • Working knowledge of tax compliance and information reporting rules
  • Ability to work effectively both independently and with a team, and assist with a variety of projects of varying degrees of complexity
  • Leverage knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
  • Assist with training less experienced team members on administrative tasks and tasks supporting the tax compliance process
  • Excellent organizational and verbal/written communication skills
  • Ability to follow a standardized process and ask questions when needed
  • Prioritization of assignments to achieve appropriate workflow and timely production of client deliverables
  • Commit to periodic travel (5%–10%)

Ideally, you’ll also have

  • Experience in a professional services environment
  • A proven record in information reporting and withholding tax laws and concepts required to prepare US federal and state information and withholding tax returns
  • Experience with tax withholding validation and complete tax withholding certificates
  • Experience with FATCA/CRS reporting templates
  • Strong analytical skills and attention to detail
  • The ability to adapt your work style to work with both internal and client team members
  • A proficiency in trust tax software

What we look for

We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .

  • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $58,300 to $96,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $70,100 to $109,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


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Limitless High-tech career opportunities - Expoint
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...
Description:

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.
It’d be really cool if you also have:
  • 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
Hybrid work:

Salary Range:+ bonus + equity + benefits

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The customer advocate role is essential in the technology industry, and at Expoint, we offer an opportunity to join our highly motivated and dynamic team. As a customer advocate, you’ll serve as the first point of contact for our valued customer base. We rely on you to provide outstanding customer service, support, and advice to our clients and help them resolve their technical issues. You’ll be responsible for engaging our customers with the optimal level of communication, ensuring their satisfaction with our services, and building long-term relationships with our current and potential customer base. To achieve this, you’ll need to use your excellent communication skills to identify customer needs, understand customer challenges, and demonstrate the value of our products and services. You’ll also need to be tech savvy and have a strong interest in technology, particularly in the areas of software, hardware, and networks. You must have a good understanding of Expoint’s technology products and services and have the ability to troubleshoot customer problems quickly and efficiently. To be successful in this role, you should be an effective problem solver who is patient, understanding, and good with people. The ideal candidate will have excellent listening, organizational, and communication skills. If you’re a highly motivated individual with a passion for providing excellent customer service, join our team as a customer advocate at Expoint.