Socure

Accountant

• Manage and configure DealHub CPQ, ensuring accurate pricing, quoting, and product catalog configurations.
• Collaborate with RevOps and the business to streamline quote workflows and automate pricing processes.
• Identify what data must pass from DealHub to CRM, CLM, ERP, and billing systems, versus what stays local to DealHub, and build accordingly.
• Understand the technical integration layer connecting DealHub to CRM and downstream systems, well enough to both diagnose issues and build solutions.
• Troubleshoot and resolve CPQ-related issues quickly, maintaining system uptime and user efficiency.
• Regularly audit CPQ system data integrity, catching issues before they impact users or downstream systems.
• Test all changes prior to release and showcase new functionality to Deal Desk for review and sign-off.
• Provide technical documentation and support to Deal Desk to help them drive user training and adoption.
• Drive continuous improvement of CPQ architecture and performance.
• Stay current on DealHub releases and help evaluate/adopt new features and best practices.

Commercial Systems Administrator [CPQ]

Customer Success Manager

• Own major financial existing accounts
• Drive sales, ongoing, consultative relationships and be the face of Socure throughout the post-sales customer journey
• Create and implement strategic account plans focused on enterprise-wide deployments of products and services
• Partner with our Public Sector Sales Pod to develop, scale, and grow our post-sales customer success function
• Act as a trusted advisor to customers and successfully establish relationships throughout the customer’s organization
• Identify expansion and up-sell opportunities, new use cases, and play a key role in renewing enterprise customer contracts
• Manage time-to-revenue timelines following contract signing, including product delivery, integration, and sign-offs
• Coordinate technical resources needed for up-sell opportunities and support issues
• Own status reporting to support revenue projections
• Act as an escalation point for renewals strategy, critical account issues, and ongoing account planning
• Analyze customer data to identify and propose new ideas and processes to prevent issues and increase product usage
• Quickly absorb new information via Socure University training program and external sources to become an expert on our solutions

Strategic Customer Success Manager – Public Sector

General

• Own onboarding and new hire readiness
• Manage end-to-end onboarding programs for new hires
• Host weekly 1:1s with learners to answer questions and reinforce learning
• Coordinate learner access to required systems, resources, mentors, and enablement tools
• Design scalable learning paths that combine self-paced content, knowledge checks, AI role plays, and certifications
• Develop engaging digital learning assets including training videos, assessments, and learner scorecards
• Build certification programs that validate proficiency across messaging, product knowledge, objection handling, and customer scenarios
• Track onboarding completion, certifications, learner engagement, and program adoption
• Deliver recurring reports and insights to leadership that inform enablement strategy
• Continuously improve curriculum based on learner feedback, business priorities, and performance data.

Sales Enablement and Training Manager

• Set the multi‑year strategy and roadmap for Socure’s financial systems landscape (ERP, billing, revenue, and associated integrations), aligning with business objectives and FinOps priorities.
• Lead end‑to‑end design, implementation, and optimization of core financial platforms, ensuring they support GAAP-compliant accounting, robust internal controls, and high-quality financial reporting in partnership with Accounting and FP&A.
• Architect and govern enterprise‑grade integrations between financial systems and upstream/downstream applications (e.g., CRM, data warehouse, HRIS, procurement tools), in collaboration with Business Technology and RevOps teams, to enable straight‑through processing and consistent data.
• Partner closely with the Controller, Head of Accounting, and FP&A leadership to translate accounting, reporting, and planning requirements into scalable system capabilities and automated workflows.
• Drive financial systems transformation programs (such as ERP upgrades, new module rollouts, and automation initiatives), including business case development, vendor selection, project governance, change management, and successful go‑live and adoption.
• Establish and maintain governance, security, and compliance frameworks for financial applications and integrations, supporting SOX-like internal controls, audit readiness, and policy enforcement in partnership with Accounting, InfoSec, and Compliance.
• Lead continuous improvement efforts across order‑to‑cash, procure‑to‑pay, and record‑to‑report process flows, reducing manual work, shortening close timelines, and improving transparency and control quality.
• Oversee vendor relationships for financial systems, including evaluation, contract negotiation support, license optimization, and performance management, ensuring cost‑effective and scalable solutions.

Director of Financial Systems

Chief Marketing Officer

• Develop and lead Socure's content strategy across brand, demand generation, product marketing, and thought leadership.
• Create compelling narratives that differentiate Socure in the market.
• Partner with executives and internal experts to develop original thought leadership and industry insights.
• Lead the development of research reports, customer stories, blogs, videos, webinars, and other strategic content.
• Oversee website messaging and content strategy to improve engagement and conversion.
• Build and manage editorial calendars and content programs across channels.
• Collaborate with Revenue Marketing and Product Marketing to support campaigns and pipeline growth.
• Leverage AI tools and modern content workflows to improve quality, scale, and efficiency.
• Measure performance and optimize content based on audience insights and business impact.
• Maintain and evolve Socure's brand voice and editorial standards.

Head of Content Marketing

Product Designer

• Own end-to-end product design for RiskOS — from early-stage discovery through pixel-perfect delivery — working closely with product and engineering partners.
• Lead design for AI-assisted and AI-driven capabilities inside RiskOS: AI explanations of decisions, recommended next steps, guided pathways, and dynamic workflows that help customers move faster with confidence.
• Partner with product, engineering, and data/ML teams to define how “intelligence” shows up in the product — from UX patterns and interaction models to evaluation, iteration, and safe deployment.
• Raise the overall design quality bar: set a high standard through your own work and through regular, candid critique of the team’s output.
• Mentor and develop junior and mid-level designers; model strong craft habits, structured thinking, and a healthy feedback culture.
• Contribute to and evolve the Socure design system — ensuring components, patterns, and documentation stay current and team-ready.
• Translate complex, data-dense fraud and compliance workflows into interfaces that are clear, trustworthy, and fast to act on.
• Partner with product and design leadership on roadmap prioritization, design reviews, and cross-functional alignment with engineering and product stakeholders.
• Occasionally support customer-facing work — POC presentations, demos, and translating platform capabilities into compelling visual narratives for enterprise prospects.

Staff Product Designer, RiskOS Platform

Product Marketing

• Develop product positioning, messaging, and value propositions that differentiate Socure’s KYA product in the market.
• Lead the planning and execution of go-to-market strategies for new product launches and feature releases targeting identity verification use cases.
• Conduct market, competitor, and customer research to inform product marketing strategies and content.
• Collaborate with product, sales, and marketing teams to ensure consistent messaging and alignment across channels.
• Create sales enablement materials, such as presentations, datasheets, and FAQs, tailored to verification solutions or related fields.
• Track and analyze product and campaign performance metrics, providing insights and recommendations for optimization.
• Develop customer-facing content, including case studies, blog posts, and product collateral, highlighting workforce product impact.
• Gather feedback from customers and internal stakeholders to inform product improvements and marketing initiatives.
• Champion Socure’s leadership competencies by fostering collaboration, adaptability, and a customer-centric mindset in all initiatives.

Senior Product Marketing Manager, Identity – KYA

• Develop product positioning, messaging, and value propositions that differentiate Socure’s fraud product in the market.
• Lead the planning and execution of go-to-market strategies for new product launches and feature releases.
• Conduct market, competitor, and customer research to inform product marketing strategies and content.
• Collaborate with product, sales, and marketing teams to ensure consistent messaging and alignment across channels.
• Create sales enablement materials, such as presentations, datasheets, and FAQs, tailored to workforce solutions.
• Track and analyze product and campaign performance metrics, providing insights and recommendations for optimization.
• Develop customer-facing content, including case studies, blog posts, and product collateral, highlighting payments product impact.
• Gather feedback from customers and internal stakeholders to inform product improvements and marketing initiatives.
• Champion Socure’s leadership competencies by fostering collaboration, adaptability, and a customer-centric mindset in all initiatives.

Senior Product Marketing Manager, Fraud

• Develop product positioning, messaging, and value propositions that differentiate Socure's compliance products in the market.
• Lead the planning and execution of go-to-market strategies for new product launches and feature releases.
• Conduct market, competitor, and customer research to inform product marketing strategies and content.
• Collaborate with product, sales, and marketing teams to ensure consistent messaging and alignment across channels.
• Create sales enablement materials, such as presentations, datasheets, and FAQs, tailored to compliance solutions.
• Track and analyze product and campaign performance metrics, providing insights and recommendations for optimization.
• Develop customer-facing content, including case studies, blog posts, and product collateral, highlighting compliance product impact.
• Gather feedback from customers and internal stakeholders to inform product improvements and marketing initiatives.
• Champion Socure's leadership competencies by fostering collaboration, adaptability, and a customer-centric mindset in all initiatives.

Senior Product Marketing Manager, Compliance

Compliance Program Manager

Marketing

• Own strategy and execution for a portfolio of high-impact field marketing programs aligned to priority regions, segments, industries, or account groups.
• Partner closely with Sales leaders, AEs, SDRs, and Marketing stakeholders to align field programs with territory priorities, target accounts, and pipeline goals.
• Design integrated field plays across conferences, executive dinners, roundtables, customer programs, and account-based initiatives with clear full-funnel follow-up plans.
• Serve as a senior operator on complex or high-visibility programs, ensuring high execution quality, strong stakeholder communication, and rigorous post-program analysis.
• Build repeatable templates, playbooks, and operating rhythms that improve execution consistency and make strong programs easier to scale.
• Use program data to evaluate performance, optimize investment decisions, and recommend where Socure should test, scale, or stop specific field motions.
• Act as a mentor and thought partner to more junior field or events teammates, sharing best practices and raising the bar on planning and execution.
• Bring the voice of the field back to central GTM teams, including insights on audience engagement, account trends, objections, and market opportunities.

Commercial Systems Administrator [CPQ]

Strategic Customer Success Manager – Public Sector

Sales Enablement and Training Manager

Director of Financial Systems

Head of Content Marketing

Staff Product Designer, RiskOS Platform

Senior Product Marketing Manager, Identity – KYA

Senior Product Marketing Manager, Fraud

Senior Product Marketing Manager, Compliance

Senior Product Marketing Manager, Compliance

Senior Field Marketing Manager