Enable a variety of client stakeholders on Forter’s portal and technology close to the account going live. Run ongoing training and enablement for clients as well.
Quarterback high impact engagements, particularly monthly and quarterly business reviews to communicate Forter’s performance and value 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:
3-4 years of post-live, client-facing Customer Success experience
Experience leading monthly and quarterly business reviews with client executives where you described the value and ROI of your company’s solution
Experience communicating client business objectives or issues to your internal leadership in order to form a strategic account plan
Experience collaborating with your internal Product, R&D, and/or operations team to understand client needs and communicate product feedback
Experience enabling and training your clients on how to use your company’s UX both initially and on an ongoing basis
Experience in a SaaS startup environment, and in either the payments, fraud, or finance industry is a bonus
Ability to work in fast paced environment, be trusted to drive initiatives autonomously and gain buy in from a wide collection of stakeholders
Ability to break down ambiguous and nuanced problems into concrete, manageable components and think through optimal solutions
Openness to being hands on. Not afraid to roll your sleeves up and get in the weeds while solving complex operational problems
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)
in NYC (2022)
#3 on of “Most Innovative Finance Companies” (2022)
Forbes Cloud 100 (2021, )
SAP Pinnacle Awards “ ” (2023)
Fintech Breakthrough Awards – Best Fraud Prevention Platform (2023)
Benefits:
Competitive salary
RSUs
Matching 401K Plan
Comprehensive and generous health insurance, including vision and dental coverage