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PerformLine

Automated multi-channel marketing compliance monitoring

Vice President – Strategic Accounts

Account ManagementConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • Proven quota-carrying account or relationship management experience selling into financial services, including banks, broker-dealers, wealth, or insurance.
  • Demonstrated growth of a multi-million-dollar Enterprise book through renewals and expansion, with measurable results.
  • Comfort working with VP and C-suite stakeholders and negotiating complex, multi-year agreements.
  • Ability to set strategy and execute the work directly.
  • Ability to learn new technology quickly and use AI tools to work more efficiently.
  • Ability to work effectively in a fast-moving, growing environment and help define operating practices.

Responsibilities

  • Partner with the SVP, Strategic Accounts to set the strategy and coverage model for the assigned book.
  • Set the operating rhythm for account planning, forecasting, and executive reviews.
  • Serve as executive sponsor for the most important client relationships.
  • Mentor peers and share expertise across the team.
  • Own gross and net revenue retention and expansion outcomes for the assigned book.
  • Own revenue outcomes across renewals, pricing, contract terms, and multi-year agreements.
  • Build C-suite relationships, often from the ground up.
  • Maintain account plans, forecasts, and whitespace analysis.
  • Partner with Client Success leadership to maintain healthy partnerships and identify growth opportunities.
  • Work with Sales, Marketing/GTM, and Product to turn the roadmap into expansion opportunities and bring client insights back to inform product development.
  • Lead executive business reviews focused on ROI and strategic outcomes.
  • Represent PerformLine at client and industry events.
  • Run renewal strategy and lead complex negotiations on pricing, terms, and multi-year structures.
  • Expand into new lines of business and channels within accounts.
  • Find and close upsell and cross-sell opportunities using Client Success signals.
  • Track at-risk accounts and pipeline, and report account health to the executive team.
  • Use AI tools such as Claude to synthesize account data and accelerate forecasting and renewal preparation, and drive adoption across the team.

Desired Qualifications

  • Compliance or regtech experience.
  • Salesforce experience.

About the Company

PerformLine

Automated multi-channel marketing compliance monitoring

Marketing compliance software helps businesses monitor and enforce regulatory standards for their marketing across channels such as social media, websites, and email. The platform scans materials and analyzes them for compliance issues, automatically flagging risks and enabling quick corrections. It targets highly regulated industries like banking and finance, differentiating itself by automated, multi-channel monitoring focused on brand safety and risk mitigation. The goal is to help clients avoid fines and protect their reputation through a subscription-based software platform.

Company size
51-200
Company stage
Debt Financing
Total funding
$9M
Headquarters
Morristown, NJ
Founded
2007

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