ePayPolicy

Account Manager

• Own existing client relationships within ePayPolicy’s middle market customer base
• Serve as the primary point of contact for clients within an assigned book of business
• Represent ePayPolicy to clients and develop relationships across multiple levels of an account
• Lead internal problem-solving and cross-functional collaboration
• Drive adoption, retention, and growth within assigned accounts
• Engage stakeholders and decision makers with product recommendations and creative solutions
• Build account plans and maintain client relationships through consistent engagement
• Identify and execute cross-sell and upsell opportunities
• Work with internal partners to execute account-plan workstreams
• Share client feedback to improve the client experience and support product development
• Use CRM and reporting tools to work efficiently and track progress
• Proactively leverage approved enterprise AI tools while verifying outputs and safeguarding sensitive data

Mid-Market Account Manager

Support Engineer

• Provide white-glove L1-L3 IT support while sharing the support queue
• Design self-service workflows and L1 bots to eliminate repetitive tickets
• Administer Identity Providers for secure authentication and SSO
• Build automated, zero-touch onboarding and offboarding pipelines
• Engineer Mobile Device Management platforms
• Enforce endpoint security postures and build zero-touch provisioning
• Partner with the IT Manager and Security team on infrastructure scaling projects
• Respond to incidents and roll out new security initiatives
• Engineer automated IT workflows that support SOC 2 and PCI compliance
• Make foundational architectural decisions defining the company’s security posture

IT Support Engineer

Customer Specialist

• Train and guide new accounts through implementation and adoption of ePayPolicy’s services
• Deliver virtual presentations, product demos, walkthroughs, and Q&A sessions
• Educate customers and employees on ePayPolicy’s products and services
• Facilitate new-hire orientation sessions and ensure completion of onboarding training
• Understand customer context and goals and provide relevant product information
• Coordinate onboarding for new employees and provide necessary information and resources
• Create and provide materials covering best practices and product adoption
• Collaborate with the Sales team to deliver efficient, robust onboarding
• Identify opportunities to improve the customer and employee experience
• Address concerns and answer questions from new customers adopting electronic payments
• Identify additional products that can support customer adoption and maximize payments
• Make outbound calls to customers who have not completed training or need to reschedule

Mid-Market Account Manager

IT Support Engineer

Customer Enablement Specialist