Harbor Compliance

As a Customer Success Manager, you will play a mission-critical role in ensuring the satisfaction, retention, and expansion of key customer accounts. You will act as a trusted advisor, advocate, and problem-solver—ensuring our clients derive maximum value from our services. Through proactive engagement and strategic relationship management, you will foster customer loyalty and drive long-term success for both the client and Harbor Compliance. Key Responsibilities Customer Retention - Maintain a gross retention rate of 90% or higher for assigned accounts. - Identify and address at-risk customers through proactive engagement and personalized strategies. - Conduct regular check-ins and business reviews to assess satisfaction and ensure alignment with customer goals. Customer Growth - Achieve a strong net retention rate by identifying opportunities for upselling and cross-selling. - Leverage a deep understanding of customer objectives and usage patterns to promote additional services. - Collaborate closely with the Account Management team to execute revenue growth initiatives. Customer Satisfaction - Maintain strong CSAT score by delivering exceptional support and strategic guidance. - Connect customers to relevant resources and referral partners as needed. - Provide actionable feedback to internal teams to enhance the customer experience. - Handle escalations with expert-level problem-solving and retention strategies. Qualifications - 3+ years of experience in Customer Success, Account Management, or a client-facing role in a B2B environment. - Proven track record of meeting or exceeding retention and satisfaction goals. - Strong interpersonal, communication, and relationship-building skills. - High emotional intelligence and proficiency in de-escalation tactics. - Ability to understand customer pain points and align them with solutions. - Familiarity with CRM and customer success platforms (e.g., Salesforce, Gainsight, HubSpot). Accommodations: Harbor Compliance is committed to providing any reasonable accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter. Compensation: Harbor Compliance’s base salary range for this role is listed below. Compensation at the time of offer is based on factors such as skill set, experience, qualifications, and work location. Salary is one part of Harbor Compliance’s total compensation package. Other benefits may include health benefits, flexible paid time off, parental leave, fertility and adoption assistance, 401(k), and educational reimbursement. Note that the salary range and benefits apply only to U.S.-based candidates. Harbor Compliance base salary range for this role in the U.S. is: (Salary range $65,000 - $80,000 USD) Additionally, this role might be eligible for discretionary bonuses or commission payments. Pay Transparency Policy Statement Harbor Compliance will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by Harbor Compliance, or (c) consistent with Harbor Compliance’s legal duty to furnish information. Equal Opportunity Statement Harbor Compliance is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.

About the Role The Senior Director of Data Platform & Analytics is a strategic leadership position tasked with building Harbor Compliance’s first end-to-end data platform and insight engine. This role exists to unify fragmented data from source systems—including HubSpot, financial platforms, and HRIS—into a single, AI-augmented source of truth that drives executive decision-making. As the primary architect of our data future, you will bridge the gap between complex engineering and boardroom strategy, transforming raw data into a governed, reliable asset that powers every department from Finance to Marketing. Key Responsibilities - Architect and productionize a scalable data warehouse or lakehouse environment that serves as the company’s definitive system of record. - Lead the end-to-end integration of primary source systems, including CRM, financial, HR, and marketing data, into a unified platform. - Define and gain cross-functional alignment on standardized business metrics such as ARR, CAC, churn, and headcount costs. - Automate 90% or more of recurring executive and departmental reporting to replace manual processes with real-time, self-service dashboards. - Establish and enforce rigorous data governance standards, including 99% pipeline reliability, comprehensive documentation, and strict access controls. - Partner with leadership across Finance, Marketing, and Operations to translate ambiguous business questions into actionable data products and insights. - Develop a long-term strategic roadmap for the data function, including future hiring plans and the sequencing of specialized engineering and analyst roles. - Drive the adoption of the data platform as the primary engine for recurring business reviews and high-stakes organizational decisions. Requirements - 5+ years of hands-on experience spanning the full data stack, including engineering, analytics engineering, and business intelligence. - Proven track record of building or materially rebuilding an end-to-end production data environment from raw ingestion to stakeholder delivery. - Advanced technical proficiency in SQL, Python, and analytics engineering tools such as dbt for transformation and version control. - Extensive experience designing scalable architectures using modern platforms such as Snowflake, BigQuery, or Databricks. - Deep familiarity with B2B SaaS and recurring revenue metrics, including the ability to model complex customer lifecycles and pipeline conversions. - Demonstrated ability to manage complex, multi-stakeholder projects and maintain momentum in a lean, fast-paced environment. - Expert-level capability in building executive-facing dashboards and reporting layers in tools like Power BI, Tableau, or Looker. - Experience operating as a founding or lead data hire with the ability to balance high-level architecture with hands-on technical execution. Skills and Knowledge - Mastery of ELT/ETL pipeline engineering using tools such as Fivetran, Airbyte, or equivalent integration services. - High fluency in AI-augmented development workflows, utilizing tools like GitHub Copilot or Claude to accelerate delivery and documentation. - Specialized knowledge of HubSpot data structures and CRM-to-revenue analytics integration. - Strong understanding of data observability and reliability frameworks, including automated failure alerting and lineage tracking. Accommodations: Harbor Compliance is committed to providing any reasonable accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter. Compensation: Compensation at the time of offer is based on factors such as skill set, experience, qualifications, and work location. Salary is one part of Harbor Compliance’s total compensation package. Other benefits may include health benefits, flexible paid time off, parental leave, fertility and adoption assistance, 401(k), and educational reimbursement. Note that the salary range and benefits apply only to U.S.-based candidates. Pay Transparency Policy Statement Harbor Compliance will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by Harbor Compliance, or (c) consistent with Harbor Compliance’s legal duty to furnish information. Equal Opportunity Statement Harbor Compliance is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.

About the Role Customer success is the engine behind our compounding high growth, and as a Customer Success Coordinator, you will play a pivotal role in ensuring the satisfaction and long-term retention of our most significant and complex clients. You will act as a dedicated champion for our customers, deeply understanding their unique goals to provide proactive support and responsive solutions. By executing key initiatives and maintaining a high standard of service, you will deliver a consistent, premium experience that fosters lasting partnerships and drives mutual success. Key Responsibilities - Deliver exceptionally responsive service by ensuring customer inquiries and comments receive a response within 8 hours. - Drive swift issue resolution by ensuring customer tickets are fully resolved within a 16-hour timeframe. - Maintain a high standard of customer excellence, consistently achieving a satisfaction rating of 90% or higher on post-interaction surveys. - Proactively identify and generate monthly expansion opportunities to support account growth and increased solution adoption. - Contribute to organizational knowledge and process predictability by producing or updating at least one high-quality process document or training resource each month. - Cultivate customer advocacy and social proof by securing three or more positive customer reviews per quarter. - Execute routine account hygiene and administrative tasks with high precision to ensure seamless internal operations and data integrity. - Serve as a reliable partner for large and complex accounts, providing the authoritative guidance and subject mastery needed to navigate their specific requirements. Requirements - 1–3 years of experience in a customer-facing role such as customer success, account management, or a related service position. - Proven track record of meeting and exceeding performance targets, specifically related to response times and service level agreements. - Professional communication skills characterized by the correct use of syntax, grammar, and an articulate, confident tone in all interactions. - Exceptional written communication abilities, with experience producing organized, clear, and error-free documentation and correspondence. - High level of computer literacy, including proficiency with CRM systems, word processing, video conferencing, and online research. - Experience demonstrating software functionality to users and successfully driving the adoption of new digital tools or features. - Strong analytical and problem-solving skills with the ability to navigate complex issues and resolve conflicts with professionalism. Skills and Knowledge - Direct experience working with entity management, licensing, tax, or records management solutions. - Background in a high-growth B2B environment, demonstrating the ability to adapt and excel in a fast-paced setting. - Familiarity with the Revenue Bowtie framework, specifically focusing on the stages of customer usage and growth. - Advanced proficiency in HubSpot or similar CRM platforms to manage customer relationships and sales pipelines. Accommodations: Harbor Compliance is committed to providing any reasonable accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter. Compensation: Harbor Compliance’s base salary range for this role is listed below. Compensation at the time of offer is based on factors such as skill set, experience, qualifications, and work location. Salary is one part of Harbor Compliance’s total compensation package. Other benefits may include health benefits, flexible paid time off, parental leave, fertility and adoption assistance, 401(k), and educational reimbursement. Note that the salary range and benefits apply only to U.S.-based candidates. Harbor Compliance base salary range for this role in the U.S. is: (Salary range $55,000 - $63,000 USD) Additionally, this role might be eligible for discretionary bonuses or commission payments. Pay Transparency Policy Statement Harbor Compliance will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by Harbor Compliance, or (c) consistent with Harbor Compliance’s legal duty to furnish information. Equal Opportunity Statement Harbor Compliance is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.

About the Role The Manager of Customer Success is a strategic leader responsible for owning the end-to-end customer experience, with a primary focus on driving long-term retention and sustainable revenue growth. In this role, you will collaborate with senior leadership to develop and execute tactical plans while inspiring a high-performing team to deliver exceptional customer management. By monitoring performance and providing dedicated coaching, you will empower your team to exceed targets and evolve into independent leaders within the organization. Key Responsibilities - Own and drive customer retention and revenue growth by achieving annual and quarterly gross and net retention targets. - Build and sustain a high-performing department through effective recruiting, onboarding, and performance management. - Develop and deliver strategic plans to enhance the overall customer experience, including the creation of a robust feedback loop for Product and Operations teams. - Conduct consistent coaching and professional development, including weekly one-on-one meetings and the facilitation of individual growth plans for all direct reports. - Ensure process predictability and operational excellence by equipping staff with clear policies, procedures, and training resources. - Drive continuous innovation by leveraging technology tools and enablement materials to improve employee efficiency and reduce operational waste. - Lead team alignment and communication through daily huddles and weekly meetings held to established organizational standards. - Execute rigorous performance appraisals and quarterly goal-setting that align individual outcomes with the departmental mission. Requirements - 5+ years of professional management experience with a proven history of leading independent contributors. - Demonstrated success in managing Customer Success or Account Management teams in a high-growth environment. - Strong background in developing, monitoring, and managing team performance against KPIs and SLAs. - Professional communication mastery, including the articulate use of syntax and grammar in both oral and written interactions. - High level of computer literacy with proficiency in CRM systems (such as HubSpot or Salesforce), word processing, and video conferencing tools. - Experience teaching or demonstrating software to drive functionality adoption and navigation for internal or external users. - Exceptional organizational skills with the ability to produce clear, error-free documentation and structured strategic plans. Skills and Knowledge - Advanced proficiency in using data and metrics to inform decision-making and measure progress toward complex goals. - Proven ability to navigate and resolve conflicts effectively to optimize outcomes for both the customer and the organization. - Prior exposure to providing business input for technology design and software functionality improvements. - Deep understanding of strategic customer management frameworks and the ability to translate vision into tactical execution. Accommodations: Harbor Compliance is committed to providing any reasonable accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter. Compensation: Compensation at the time of offer is based on factors such as skill set, experience, qualifications, and work location. Salary is one part of Harbor Compliance’s total compensation package. Other benefits may include health benefits, flexible paid time off, parental leave, fertility and adoption assistance, 401(k), and educational reimbursement. Note that the salary range and benefits apply only to U.S.-based candidates. Pay Transparency Policy Statement Harbor Compliance will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by Harbor Compliance, or (c) consistent with Harbor Compliance’s legal duty to furnish information. Equal Opportunity Statement Harbor Compliance is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.

The Director of Engineering at Harbor Compliance is a strategic leadership position responsible for building and scaling a high-performing engineering organization that delivers business-critical software with precision and speed. You will own the systems, architecture, and organizational design that allow our product delivery to scale effectively while maintaining exceptional quality and service reliability. By leading multiple teams through Engineering Managers and Tech Leads, you will bridge the gap between business strategy and technical execution, ensuring our software outcomes are both predictable and impactful. Key Responsibilities: - Drive roadmap delivery predictability by ensuring quarterly commitments are met through disciplined planning and execution. - Maintain world-class service reliability for owned systems, targeting 99.95% uptime and proactive incident management. - Foster operational excellence by establishing rigorous postmortem processes and continuously improving the mean time to restore services. - Oversee engineering quality and throughput by implementing standards that minimize defect escape rates and optimize deployment frequency. - Build and sustain a high-density talent environment, through active coaching and effective hiring. - Manage the engineering budget and resources with precision, ensuring headcount plans and infrastructure spend align with organizational goals. - Establish a robust code review and documentation ecosystem that ensures high standards, architectural clarity, and rapid knowledge sharing. - Cultivate deep cross-functional partnerships with Product, Operations, and Finance to align priorities and resolve complex trade-offs. Requirements: - 10 or more years of experience in software engineering or a closely related technical domain. - 4 or more years of experience leading other leaders, including managing Engineering Managers and Tech Leads. - Proven track record of owning the delivery and reliability of complex, large-scale production systems. - Demonstrated expertise in organizational design, team scaling, and performance management within an engineering context. - Mastery of the full software development life cycle, including estimation, release management, and incident response. - Strong architectural competence with a focus on service boundaries, scalability, and resiliency patterns. - Experience implementing operational excellence frameworks such as SLO thinking, monitoring, and alerting. - Ability to guide security fundamentals and secure SDLC practices, ensuring robust vulnerability management and risk awareness. Skills and Knowledge: - Proficiency in using DORA-style metrics and engineering health signals to drive systemic process improvements. - Expert-level strategic planning skills with the ability to translate business goals into executable technical roadmaps. - Advanced coaching and mentorship capabilities focused on developing a strong internal manager bench and succession plans. - Exceptional communication skills, with a focus on delivering clarity, setting crisp expectations, and simplifying complex technical concepts for stakeholders. Accommodations: Harbor Compliance is committed to providing any reasonable accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter. Compensation: Compensation at the time of offer is based on factors such as skill set, experience, qualifications, and work location. Salary is one part of Harbor Compliance’s total compensation package. Other benefits may include health benefits, flexible paid time off, parental leave, fertility and adoption assistance, 401(k), and educational reimbursement. Note that the salary range and benefits apply only to U.S.-based candidates. Pay Transparency Policy Statement Harbor Compliance will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by Harbor Compliance, or (c) consistent with Harbor Compliance’s legal duty to furnish information. Equal Opportunity Statement Harbor Compliance is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.

The Account Executive (AE) is a high-impact sales professional dedicated to driving sustainable growth and generating annual recurring revenue. This role manages the full sales lifecycle, from proactive prospecting and lead engagement to winning new business and expanding existing client accounts. By mastering complex regulatory solutions and delivering tailored value propositions, the AE ensures nonprofit organizations have the compliance infrastructure necessary to focus on their core missions. Key Responsibilities: - Generate 1,300,000 in annual recurring revenue (ARR) through a disciplined and scientific approach to the sales process. - Execute a high-volume sales strategy by generating deals and maintaining pipeline coverage - Conduct urgent outreach and qualification of target contacts, including cold prospects and current clients, to build a robust opportunity funnel. - Lead prospective clients through a comprehensive buying journey, including discovery, customized pitches, and win-win contract negotiations. - Ensure elite levels of responsiveness by completing a minimum of six contact attempts for every assigned lead within defined follow-up windows. - Maintain meticulous CRM records, ensuring all deal details, influencer associations, and qualification notes are accurate and up to date. - Provide high-accuracy ARR forecasting every two weeks, consistently targeting a precision rate above 90 percent. - Act as a market intelligence hub by gathering and reporting feedback on changing industry requirements to the product and partnerships teams. Requirements: - Direct professional experience managing and logging complex sales activities within a CRM such as HubSpot or Salesforce. - Proven ability to manage a full sales cycle, including prospecting, winning new deals, and growing accounts. - Demonstrated success in meeting or exceeding ambitious sales quotas in a competitive B2B or nonprofit environment. - Exceptional organizational skills with the ability to plan, organize, and schedule activities in an efficient, high-tempo manner. - Strong analytical capabilities to identify market trends, threats, and opportunities through comprehensive analysis. - High level of adaptability and the ability to cope effectively with complexity and rapid change in a growing organization. - Commitment to precision and detail, ensuring no duplicate records exist and all client interactions are documented with clarity. - Ability to travel occasionally to attend industry conferences and connect directly with prospects and clients. Skills and Knowledge: - Mastery of discovery techniques and the ability to deliver compelling, novel pitches to different market segments. - Deep commitment to professional growth and the ability to use feedback mechanisms for continuous self-improvement. - Collaborative mindset with experience working alongside partnership teams to route referrals and honor partner agreements. - Ability to communicate complex industry nuances using plain, professional language that resonates with diverse stakeholders. Accommodations: Harbor Compliance is committed to providing any reasonable accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter. Compensation: Harbor Compliance’s base salary range for this role is listed below. Compensation at the time of offer is based on factors such as skill set, experience, qualifications, and work location. Salary is one part of Harbor Compliance’s total compensation package. Other benefits may include health benefits, flexible paid time off, parental leave, fertility and adoption assistance, 401(k), and educational reimbursement. Note that the salary range and benefits apply only to U.S.-based candidates. Harbor Compliance base salary range for this role in the U.S. is: (Salary of $62,000 with OTE of ~$125,000) Pay Transparency Policy Statement Harbor Compliance will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by Harbor Compliance, or (c) consistent with Harbor Compliance’s legal duty to furnish information. Equal Opportunity Statement Harbor Compliance is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.

The Client Development Executive (CDE) is a high-impact field sales professional dedicated to cultivating and expanding strategic referral relationships within law firms. You will serve as the primary architect of these partnerships, owning the entire lifecycle from initial trust-building to long-term account management. By engaging with partners, associates, and paralegals, you ensure Harbor Compliance is the preferred partner for core service lines, driving predictable revenue and high-volume fulfillment through a consultative, expert-led approach. Key Responsibilities - Execute a high-activity prospecting strategy to identify and secure new business opportunities within the legal sector. - Establish and scale high-volume order flow to ensure long-term territory growth and target achievement. - Own the complete relationship lifecycle for law firm clients, transitioning initial outreach into deeply rooted, high-trust partnerships. - Maintain an elite level of responsiveness, ensuring all partner inquiries receive attention to uphold seamless service delivery. - Drive the adoption of Harbor Compliance service lines across multiple stakeholders within a firm, including partners and legal support staff. - Manage a designated territory and expense budget with precision, focusing resources on high-impact business development activities. - Collaborate with internal fulfillment teams to ensure a smooth handoff and consistent quality for all client transactions. Requirements - Proven track record in field sales, specifically focused on selling to or co-selling with law firms and the legal technology industry. - Demonstrated experience in portfolio management, with the ability to lead a relationship from prospecting through ongoing account growth. - Foundational knowledge of legal filings and corporate services, including UCC, business formations, and registered agent services. - Mastery of modern CRM platforms, such as HubSpot Sales Enterprise or Salesforce, to manage complex sales cycles and data-driven decision-making. - Ability to operate independently in a field-based environment, demonstrating high levels of initiative and resourcefulness to overcome market barriers. - Exceptional organizational skills with a focus on prioritizing high-value activities and managing a disciplined daily work ethic. - Professional assertiveness and the ability to maintain an authoritative presence when communicating with detail-oriented legal practitioners. - A results-oriented mindset with a history of breaking performance records and maintaining high standards of personal accountability. Skills and Knowledge - Advanced understanding of the professional services landscape, including experience engaging with accounting or other high-level consulting firms. - Expertise in translating complex regulatory requirements into plain, actionable language for clients. - Proficiency in remote efficiency tools and field sales technology to maintain high productivity while mobile. - Deep commitment to continuous improvement, with an aptitude for utilizing constructive feedback to refine sales tactics and subject matter mastery. Accommodations: Harbor Compliance is committed to providing any reasonable accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter. Compensation: Compensation at the time of offer is based on factors such as skill set, experience, qualifications, and work location. Salary is one part of Harbor Compliance’s total compensation package. Other benefits may include health benefits, flexible paid time off, parental leave, fertility and adoption assistance, 401(k), and educational reimbursement. Note that the salary range and benefits apply only to U.S.-based candidates. Additionally, this role might be eligible for discretionary bonuses or commission payments. Pay Transparency Policy Statement Harbor Compliance will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by Harbor Compliance, or (c) consistent with Harbor Compliance’s legal duty to furnish information. Equal Opportunity Statement Harbor Compliance is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.

The Channel Account Manager (CAM) is a strategic driver of growth responsible for scaling partner activation and transforming referral networks into a high-performing revenue engine. Working in tandem with Partner Acquisition Managers, this role focuses on the seamless transition and ongoing management of new partner accounts to ensure consistent high-volume referrals. By providing expert enablement and relationship management, the CAM delivers significant organizational value through the predictable delivery of revenue targets. This position is ideal for a results-oriented professional dedicated to fostering long-term, successful partnerships. Key Responsibilities: - Own and manage a diverse partner portfolio. - Establish and maintain a robust referral pipeline to ensure consistent progress toward annual growth targets. - Drive partner activation through the development of comprehensive playbooks and training assets that empower partners to refer business effectively. - Cultivate high levels of partner satisfaction and engagement, validated through regular performance feedback and pulse surveys. - Collaborate efficiently with internal fulfillment and support teams to ensure seamless reporting, invoicing, and account management for partners. - Identify and capitalize on new referral opportunities by applying deep market insight to help partners recognize potential within their own client bases. - Monitor and analyze partner performance trends to proactively address fluctuations in referral volume and maintain process predictability. - Lead professional presentations and enablement training sessions that clearly communicate the value of our solutions to legal and compliance partners. Requirements: - Substantial experience in channel or account management, with a proven history of growing a book of business within a partnership function. - Demonstrated success performing in a high-growth environment with annual growth rates exceeding 20%. - Advanced proficiency in enterprise CRM systems, such as HubSpot or Salesforce, for accurate attribution and pipeline tracking. - Proven ability to develop and execute partner enablement strategies that lead to measurable activation and revenue growth. - Strong organizational and planning skills, with the ability to manage multiple priorities and schedules in an efficient manner. - Experience working cross-functionally with operations and customer experience teams to deliver high-quality outcomes. - Resourceful and action-oriented approach to overcoming challenges and achieving results independently. Skills and Knowledge: - Familiarity with B2B affiliate marketing strategies and modern partner management tools. - Experience utilizing specialized partner management software such as Introw, Impartner, Kiflo, or ZINFI. - Ability to translate complex data into actionable insights to improve partner performance and strategic alignment. Accommodations: Harbor Compliance is committed to providing any reasonable accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter. Compensation: Compensation at the time of offer is based on factors such as skill set, experience, qualifications, and work location. Salary is one part of Harbor Compliance’s total compensation package. Other benefits may include health benefits, flexible paid time off, parental leave, fertility and adoption assistance, 401(k), and educational reimbursement. Note that the salary range and benefits apply only to U.S.-based candidates. Additionally, this role might be eligible for discretionary bonuses or commission payments. Pay Transparency Policy Statement Harbor Compliance will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by Harbor Compliance, or (c) consistent with Harbor Compliance’s legal duty to furnish information. Equal Opportunity Statement Harbor Compliance is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.

The Customer Support Associate’s primary objective is to provide fast, friendly support to clients whose accounts do not have a dedicated support person. This requires the Customer Support Associate to understand the client's inquiries and problems, troubleshoot, and deliver an optimal and effective solution. This role is a critical part of our business, as it is often the only time a client interacts with a human at our brand. The work of a Customer Support Associate focuses both on short-term client support that indirectly impacts revenue and other long-term objectives and, in many cases, directly impacts revenue through client retention and expansion. The Customer Support Associate is an advocate for our clients, connecting the right resources to solve problems and reporting out client sentiment and feedback that shapes how we design our products and software. What you'll do Client Satisfaction: - Provide excellent Customer Support by addressing inquiries and concerns promptly, completely, and effectively. - Provide consistently accurate and complete information. - Speak warmly and empathetically to clients while maintaining realistic expectations. Conflict Resolution: - Navigate client conflict by addressing it head-on in a professional, pleasant manner. - Convey a desire to collaborate and find a mutual solution. - Articulate solutions confidently, politely, and empathetically. Client Retention & Growth: - Consistently alerts clients to Service Gaps to recommend additional products and services during the course of conversation. - “Tees up” conversations for Account Management about complex offerings. - Speaks with conviction about our services and persuades clients to retain services that will benefit their organization. Qualifications - 1-3 years of work experience in a similar role in a business services environment utilizing Customer Support Software - Prior success in a customer service, sales, or other customer-facing role - Demonstrated success in a detailed or complex customer-facing role (executive assistance, customer success associate, client success manager, account manager, call center for finance, insurance, medical, or similar) - Demonstrated success in consistently meeting deadlines - Excellent written and oral communication skills as evidenced by the proper use of syntax, grammar, and vocabulary correctly within the context of the engagement. Written messages are organized, clear, and on-topic. Conversations demonstrate an articulate, confident, and appropriate tone. - Familiarity with Google Suite or Microsoft Office - Ability to provide exceptionally attentive service in a fast-paced environment - Effectively multitask, manage time, and prioritize - Experience using and maintaining a knowledge base - Ability to solve complex problems and learn new information on-the-fly - 2+ years experience in client service, preferably in a business services environment utilizing Client Service Software - Attention to detail Preferred Qualifications - College degree - Prior experience in customer support or another client-facing role for large B2B accounts ($100k+) and/or high-net-worth individuals Accommodations: Harbor Compliance is committed to providing any reasonable accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter. Compensation: Compensation at the time of offer is based on factors such as skill set, experience, qualifications, and work location. Salary is one part of Harbor Compliance’s total compensation package. Other benefits may include health benefits, flexible paid time off, parental leave, fertility and adoption assistance, 401(k), and educational reimbursement. Note that the salary range and benefits apply only to U.S.-based candidates. Pay Transparency Policy Statement Harbor Compliance will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by Harbor Compliance, or (c) consistent with Harbor Compliance’s legal duty to furnish information. Equal Opportunity Statement Harbor Compliance is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Account Executive (AE) is a high-impact sales professional dedicated to driving sustainable growth and generating annual recurring revenue. This role manages the full sales lifecycle, from proactive prospecting and lead engagement to winning new business and expanding existing client accounts. By mastering complex regulatory solutions and delivering tailored value propositions, the AE ensures nonprofit organizations have the compliance infrastructure necessary to focus on their core missions. - Generate 1,300,000 in annual recurring revenue (ARR) through a disciplined and scientific approach to the sales process. - Execute a high-volume sales strategy by generating deals and maintaining pipeline coverage. - Conduct urgent outreach and qualification of target contacts, including cold prospects and current clients, to build a robust opportunity funnel. - Lead prospective clients through a comprehensive buying journey, including discovery, customized pitches, and win-win contract negotiations. - Ensure elite levels of responsiveness by completing a minimum of six contact attempts for every assigned lead within defined follow-up windows. - Maintain meticulous CRM records, ensuring all deal details, influencer associations, and qualification notes are accurate and up to date. - Provide high-accuracy ARR forecasting every two weeks, consistently targeting a precision rate above 90 percent. - Act as a market intelligence hub by gathering and reporting feedback on changing industry requirements to the product and partnerships teams. Qualifications - Direct professional experience managing and logging complex sales activities within a CRM such as HubSpot or Salesforce. - Proven ability to manage a full sales cycle, including prospecting, winning new deals, and growing accounts. - Demonstrated success in meeting or exceeding ambitious sales quotas in a competitive B2B or nonprofit environment. - Exceptional organizational skills with the ability to plan, organize, and schedule activities in an efficient, high-tempo manner. - Strong analytical capabilities to identify market trends, threats, and opportunities through comprehensive analysis. - High level of adaptability and the ability to cope effectively with complexity and rapid change in a growing organization. - Commitment to precision and detail, ensuring no duplicate records exist and all client interactions are documented with clarity. - Ability to travel occasionally to attend industry conferences and connect directly with prospects and clients. Skills and Knowledge - Mastery of discovery techniques and the ability to deliver compelling, novel pitches to different market segments. - Deep commitment to professional growth and the ability to use feedback mechanisms for continuous self-improvement. - Collaborative mindset with experience working alongside partnership teams to route referrals and honor partner agreements. - Ability to communicate complex industry nuances using plain, professional language that resonates with diverse stakeholders. Accommodations Harbor Compliance is committed to providing any reasonable accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter. Compensation Harbor Compliance’s base salary range for this role is listed below. Compensation at the time of offer is based on factors such as skill set, experience, qualifications, and work location. Salary is one part of Harbor Compliance’s total compensation package. Other benefits may include health benefits, flexible paid time off, parental leave, fertility and adoption assistance, 401(k), and educational reimbursement. Note that the salary range and benefits apply only to U.S.-based candidates. - Harbor Compliance base salary range for this role in the U.S. is: (Salary of $62,000 with OTE of ~$125k) Pay Transparency Policy Statement Harbor Compliance will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by Harbor Compliance, or (c) consistent with Harbor Compliance’s legal duty to furnish information. Equal Opportunity Statement Harbor Compliance is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.