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Fintech • Insurance • Payments • Software
Own relationships with mid-market SaaS clients, serving as their primary contact and driving adoption, retention, cross-sell, and upsell growth. Build account plans, engage stakeholders, coordinate cross-functional solutions, communicate client feedback, and track progress using CRM and reporting tools. The role requires at least two years of quota-carrying sales or account management experience, strong customer-facing communication, autonomy, organization, and familiarity with SaaS environments.
Fintech • Insurance • Payments • Software
Provide L1-L3 IT support while engineering scalable self-service workflows, automation, identity and access management, endpoint management, zero-touch provisioning, and secure onboarding and offboarding. Administer IdP and MDM platforms, manage macOS and Windows environments, support networking, partner on infrastructure scaling and security initiatives, and respond to incidents. The role emphasizes root-cause analysis, automation, compliance, and eliminating recurring support tickets.
Fintech • Insurance • Payments • Software
Guide new customers and employees through onboarding, training, product adoption, and implementation. Conduct virtual presentations, demos, walkthroughs, orientations, and Q&A sessions. Coordinate with Sales, answer questions, address concerns, provide best-practice materials, identify expansion opportunities, and follow up with customers who have incomplete training. Improve the onboarding experience while helping customers successfully adopt ePayPolicy’s electronic payment products.
