Client Implementation Specialist

Date Posted
Close Date
Computers and Information Technology
Morristown, NJ
Job Type


Kelsey McCluskey
Human Resources Coordinator


PerformLine is a leading provider of compliance technology that empowers
leaders with one platform to mitigate regulatory risk across major sales and
marketing channels, including the web, calls, messages, emails, documents,
and social media. PerformLine automates the path to discover, monitor,
mitigate, and report on compliance risks and ensure brand safety. The
PerformLine SaaS platform features full workflow capabilities, real-time
analytics, remediation, monitoring, and archiving, while providing clients
with significant time and cost savings by automating compliance activities
across channels and departments.

Come as you are. PerformLine is an equal opportunity workplace. We celebrate
diversity and are committed to creating an inclusive and equitable experience
for all.


Our mission is to empower compliance leaders with the technology and
knowledge to ensure their organization and partners provide transparent and
accurate information to consumers across any channel.


Onboarding & Implementation:
Project manage new client onboarding/upsell/cross sell implementations by
defining scope, identify work streams, develop project plan, etc
Prioritize organizing, informing, and engaging stakeholders
Utilize Asana to create boards, manage dates, and maintain milestones
Own client re-configurations and maintenance projects including such as API
integrations, call recorder changes, rule revamps and reconfiguring assets

Salesforce Admin:
Own reporting for Client Success team
Work closely with Sales Ops to update and maintain data hygiene, including
opportunity updates
Update records with CSM assignments & transition stakeholders from prospects
to clients 

Bridge between Operations and CS:
Keep an update on Freshdesk tickets
Identify and resolve common issues with process changes or enhancements
Keep tabs on client SLAs


Organized, coachable, curious, and intelligent
Self-motivated, team player comfortable in a start-up environment
Positive can-do attitude with the ability to thrive amidst ambiguity as
Default to thoughtful, humble, empathetic, respectful, and calm communication
Never create drama and never operates with an adversarial attitude


Demonstrated success in a project management 
Ability to communicate key information quickly and effectively at both the
“headline” and detail level depending on the audience
Experience with a CRM platform 

This is only intended to be advertised in areas where it complies to state
and local law.

PerformLine participates in E-Verify.

Proof of covid vaccination or an approved exemption is required within 30
days of offer.

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