Shape the Future of Compliance | Careers at PerformLine Skip to main content PerformLine Platform Why PerformLine Omni-Channel Discovery Rulebooks Workflow Integrations Business Intelligence Why PerformLine See why we're the leading marketing compliance solution for banks and financial institutions. Omni-Channel Efficient compliance management across all of your marketing and consumer interaction channels. Solutions By Industry Bank Credit Cards Fintech Mortgage By Channel Pre-Publication Email Monitoring Web Monitoring Call Monitoring Social Media Monitoring Message Monitoring Customers Resources Learn What is Marketing Compliance? Blog Resource Library Regulatory Roundup COMPLY Podcast Upcoming Events The Proactive Marketing Compliance Guide for AI‑Generated Marketing Assets See why leading financial institutions are prioritizing proactive marketing compliance for AI‑generated content The Regulatory Roundup Stay ahead with the latest industry news, reports, and trends—delivered bi-weekly. Company
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About Us News & Press Careers PerformLine Careers We’re Shaping the Future of Compliance Join our team of change makers who are driven to build products that enable enterprises to lead best-in-class cultures of compliance within their organizations. PerformLine is always looking for highly motivated, culture forward people to level-up our growing team. View available positions Our Mission Empower compliance leaders with the technology and knowledge to ensure their organization and partners provide transparent and accurate information to consumers across any channel Our Core Values “My success, professional growth, and some of the biggest accomplishments of my career were made possible because of the incredible people that I’ve had the opportunity to work with at PerformLine.” Alex, Sales “Working at PerformLine is incredibly exciting as the company has proven itself as a RegTech leader and is scaling quickly. Being able to balance the resources of an established company with the agility and growth of a startup is what keeps it fun.” Mike, Operations “What I love about working at PerformLine is collaborating with the close-knit team as we improve our agile practices together, which helps us deliver our roadmap in an exciting and engaging way.” Karen, Technology Act Like an Owner We aren’t just building products, we are building a whole new industry to create positive change in the name of consumer protection. We are relentless in the pursuit of our goals. We focus on true ownership with a sense of urgency. We are metric-driven hand-raisers who work together to push our company and industry further. This requires us to stay tightly aligned interdepartmentally – think constructive conflict, transparency, putting business needs first, and sometimes even saying “no.” Culture of Excellence We all want to be on a winning team – that means earning our spot on
the team day over day by thinking bigger and driving excellence. Our people hold themselves and each other to high standards, don’t settle for good enough, and are aggressive in their goal setting. Our growing team works to stay one step ahead, even if that means slowing down to speed up – we think about doing the right things for the long term and at scale. Create Positive Impact We drive employee satisfaction through positivity, connection, inclusion, and stability. We leverage hybrid schedules, work from home days and flex-time to find work/life harmony. Our people band together to support local charities at company outings. We speak up and take action around social inequities and even build tools for discriminatory practices toward consumer protection. Our diverse group enjoys giving back and supporting one another in and out of the workplace. Join PerformLine’s Team of Innovators View available positions Our
Benefits Live Your Best Life with PerformLine Medical, Dental, Vision Insurance PerformLine covers a significant portion of the premium cost for employees and their dependents. We use nationwide carriers with the largest networks and offer multiple medical plans to choose from. 401k PerformLine offers a 401k plan with a company match up to 4%. Life Insurance, Long Term Disability Insurance We’ve got you covered – these plans are offered free! Life Insurance plan amount is $50,000 (anything higher has tax implications for employees). Vacation, Sick, Holiday PerformLine offers vacation time upfront annually (no slow accruals here!) Annual Vacation amounts grow over time from 15 days to 25 days. On top of that, everyone receives 5 sick days and 10+ holidays a year. Hybrid Work, Remote Work For HQ based roles, PerformLine has adopted a hybrid office schedule where employees have the opportunity to request additional work from home days as needed. PerformLine also offers fully remote roles throughout the United States. These roles have the opportunity to travel into the headquarters as needed. Flex Start Time To service enterprise clients with interdepartmental collaboration, we need to be online together and during normal work hours. We begin our days between 8:00am – 10:00am (your choice!) while ensuring all are available for a 9 hour work day. Flexible Spending Account Put money away pre-tax to spend on anticipated medical and dependent care expenses. Paid Family Leave New parent? Enjoy 8 weeks of fully paid family leave plus an additional 4 weeks of time off. Job Opportunities Find your place at PerformLine Join a team of innovators shaping the future of compliance. Check out our open roles. Client Success Manager Hybrid (Morristown, NJ) OR Remote (US) View Job Description Apply Now Client Success Manager Hybrid (Morristown, NJ) OR Remote (US) ABOUT PERFORMLINE PerformLine is a leading provider of multi-channel marketing compliance technology for enterprises in highly regulated industries. The company’s platform supports pre-publication review of marketing assets and post-publication monitoring across marketing channels including web, social, and email—helping organizations manage risk, ensure regulatory compliance, and protect their brands at scale. PerformLine is headquartered in Morristown, New Jersey, and serves clients across financial services and other regulated markets. Come as you are. We are an equal opportunity workplace celebrating diversity and committed to creating an inclusive and equitable experience for all. MISSION 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. TL;DR PerformLine is looking for a Client Success Manager to join
the team, servicing Enterprise customers. After you’re fully ramped up, you can expect to manage the ins and outs of a client’s book of business, working alongside a Relationship Manager and closely with internal groups like product and technology. WHAT YOU’LL DO Own Be the voice of the client Address program questions and respond to product and feature change requests Provide support and training of our PerformLine platform Schedule, estimate, and provide status reports Manage a full book of business Engage Develop a fast rapport with customers to set clear expectations and maintain customer satisfaction and engagement Maintain regular interactions with customers via phone, email, and in person Help clients launch new products and be a strategic partner in gathering feedback to help inform the future road map Retain & Grow Analyze program performance metrics and make optimization recommendations to ensure compliance management objectives are met Review assets across all PerformLine channels to ensure appropriate rule creation, application and scoring Proactive outreach to customers to ensure programs are running properly on an ongoing basis Identify, work, and partner with the RM team to close up-sell and cross-sell opportunities and secure multi-year renewals
WHO YOU ARE Client-focused mindset with the ability to think strategically and collaborate internally Hands-on experience with client interaction in a B2B space Confident in ability to learn new technologies quickly and completely Experience with and comfortable exploring ways to use AI to help create efficiency and positive outcomes Organized, detail-oriented, and an expert at multitasking Energetic, engaging personality Self-motivated team player who is comfortable in a fast-paced environment Positive can-do attitude with the ability to thrive amidst ambiguity as needed Default to thoughtful, humble, empathetic, respectful, and calm communication WHAT WE OFFER Estimated base salary range $70,000 – 98,000 plus commission. Exact
compensation for this role depends on a variety of factors, including experience, skills, internal equity, market data, and location. To view our
benefits package, visit the PerformLine Careers page! PerformLine participates in E-Verify This role requires work authorization without employer sponsorship Apply Controller Hybrid (Morristown, NJ) OR Remote (US) View Job Description Apply Now Controller Hybrid (Morristown, NJ) OR Remote (US) ABOUT PERFORMLINE PerformLine is a leading provider of multi-channel marketing compliance technology for enterprises in highly regulated industries. The company’s platform supports pre-publication review of marketing assets and post-publication monitoring across marketing channels including web, social, and email—helping organizations manage risk, ensure regulatory compliance, and protect their brands at scale. PerformLine is headquartered in Morristown, New Jersey, and serves clients across financial services and other regulated markets. Come as you are. We are an equal opportunity workplace celebrating diversity and committed to creating an inclusive and equitable experience for all. MISSION 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. TL;DR We’re looking for a hands-on Controller experienced in SaaS to be a pillar of our Finance team. In this role, you’ll own the accuracy of our financials, shape accounting processes and systems, and partner closely with our CFO on everything from day-to-day operations to debt and equity. If you’re detail-oriented, thrive on making an impact, and enjoy fast-paced work, we’d love to have you on board! WHAT YOU’LL DO Financial Close & Reporting Oversee monthly, quarterly, and annual financial closes, ensuring accurate journal entries, analyses, and reconciliations Prepare and distribute financial reports for decision-making Partner with teams to gather data for variance analysis and provide actionable insights Set and enforce accounting standards, documentation practices, and internal controls across
the team Operational Finance Lead and grow the Finance team Manage the Quote-to-Cash cycle in collaboration with sales and operations Oversee Procure-to-Pay, ensuring timely vendor payments and cost efficiency Ensure accurate Record-to-Report processes Coordinate with tax advisors on filings and regulatory
requirements Foster strong communication and alignment between Finance and cross-functional partners Process Optimization & Strategic Projects Identify and drive process improvement opportunities Own accounting systems and tooling (ERP, payroll, expense, equity platforms) Lead special projects like system implementations, financial due diligence, and acquisitions Partner with the CFO on financial readiness for strategic transactions WHAT YOU BRING Bachelor’s degree in Accounting CPA or equivalent certification is a plus! Track record of growth in accounting in SaaS or high-growth environments Strong knowledge of US GAAP, financial reporting, and analysis Proficient in Excel, financial tools, accounting software, and ERP systems Skilled at communicating complex financial information to diverse audiences
WHO YOU ARE Problem-solver, with keen attention to detail and accuracy Organized, detail-oriented, and an expert at multitasking Positive can-do attitude with the ability to thrive amidst ambiguity as needed Default to thoughtful, humble, empathetic, respectful, and calm communication WHAT WE OFFER Estimated base salary range $130,000 – 150,000 plus annual discretionary
bonus. Exact
compensation for this role depends on a variety of factors, including experience, skills, internal equity, market data, and location. To view our
benefits package, visit the PerformLine Careers page! PerformLine participates in E-Verify This role requires work authorization without employer sponsorship Apply General Pool Hybrid (Morristown, NJ) OR Remote (US) View Job Description Apply Now General Pool Are you a great fit for the PerformLine team culture? Don’t see an Open Role that matches your skill set perfectly? Apply here! Use this job posting if you would be a great fit for PerformLine in general! Apply Connect with PerformLine and see what we can do for you. Request a demo Subscribe --> PerformLine® 58 South Street Morristown, NJ 07960 [email protected][email protected][email protected] Platform Why PerformLine Regulatory Compliance Brand Monitoring Omni-Channel Discovery Rulebooks Workflow Integrations Business Intelligence Pro Services Solutions By Product Pre-Publication Web Monitoring Social Media Monitoring Email Monitoring Call Monitoring Message Monitoring By Industry Bank Credit Cards Fintech Mortgage Company
