Lead post-sale relationships for assigned bank customers to maximize adoption, value, retention, and expansion of the Personetics platform. Act as trusted advisor, drive measurable business outcomes, coordinate cross-functional teams, support renewals/upsells, advise on product roadmap, and track success metrics across channels and business lines.
Description
Personetics is shaping the Cognitive Banking era, harnessing AI to help banks anticipate customer needs, provide actionable insights, and deliver intelligent financial guidance. Our platform continuously analyzes and leverages real-time transactional data, enabling banks to proactively support customers in managing their finances and reaching their goals.
As industry leaders — yes, we really are leaders — we partner with the world’s top financial institutions, empowering over 150 million customers monthly across 35 global markets from offices in New York, London, Singapore, São Paulo, and Tel Aviv.
About the positionThe Senior Customer Success Partner is accountable for maximizing the value, adoption, and commercial impact of the Personetics platform across a portfolio of bank customers.
The role goes beyond delivery and support. The Senior Customer Success Partner acts as a trusted advisor to client stakeholders, delivers value across all stages of the client lifecycle (Sales, Delivery, BAU, Renewal) ensuring Personetics is:
- Deeply embedded in the client’s digital strategy
- Actively driving measurable business outcomes
- Positioned for long-term expansion across products and lines of business
- Leveraging the platform as effectively as possible
Client Relationship Management
- Own day-to-day and strategic relationships with assigned bank customers
- Serve as the primary post-sale point of accountability for Personetics
- Build trusted relationships with senior client stakeholders (Digital, Retail, Cards, Wealth, Marketing, Data)
- Facilitate regular executive strategic reviews focused on performance, outcomes and ROI
Client Engagement & Satisfaction
- Ensure consistent, proactive strategic engagement with customers
- Monitor client health indicators and address risks early
- Drive high CSAT and NPS scores through value-focused interactions
- Act as the voice of the client internally within Personetics
Adoption & Value Realization
- Drive adoption of the Personetics platform across channels, use cases, and business lines
- Ensure customers are fully leveraging existing capabilities before expanding scope
- Translate platform usage into measurable business outcomes (engagement, conversion, retention)
- Partner with customers to define and track success metrics aligned to their business goals
Expansion & Commercial Growth
- Identify expansion opportunities within existing customers, including:
- New use cases
- Additional products or modules
- Expansion to new lines of business or regions
- Collaborate with Sales to:
- Position expansion opportunities
- Support renewals and upsell motions
- Build business cases for additional investment
- Use data, outcomes, and success stories to justify expansion
- Focus on GRR and NRR
Product & Roadmap Consulting
- Act as a product advisor, helping clients understand how current and future Personetics capabilities support their strategy
- Guide clients on best practices for needs-based engagement and personalization
- Provide structured feedback to Product and Engineering teams based on client needs
- Help clients prioritize roadmap items that maximize business value
Cross-Functional Coordination
- Coordinate internally with:
- Product Management
- Engineering
- Professional Services
- Sales
- Support
- Ensure alignment between client expectations and internal delivery
- Lead internal account planning and strategy sessions
- 7–12 years of experience in Customer Success, Account Management, or Consulting
- Experience working with large banks and credit unions or enterprise financial services clients
- Experience driving retention and expansion with financial institutions (GRR and NRR)
- Strong understanding of:
- Digital banking, Personalization, AI, or data-driven platforms
- Enterprise SaaS delivery models
- Ability to work in a dynamic, fast-paced work environment
- Customer-first mindset and experience working with complex, multi-stakeholder bank environments
- Experience working in Fintech, AI, or Data analysis
- Ability to travel up to 50% of time
- University degree or higher required
- Fluent in English
Similar Jobs
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Lead development and execution of internal communications and change management strategies to align employees with organizational goals. Manage channels, create content (copywriting, speech writing), use data to improve communications, build stakeholder relationships, embrace technology, oversee project planning/budgeting, and mentor team members while resolving conflicts and driving adoption of communication initiatives.
Artificial Intelligence • Hardware • Healthtech • Software
The Director of Embedded Systems Engineering will lead the firmware organization, oversee technical roadmaps, process architecture, and integrate AI tools while managing JDM partnerships and ensuring operational excellence.
Top Skills:
AIEmbedded SystemsIotMcu-Based RtosMmwaveMpu-Based Embedded LinuxOptical PerceptionVoipWebrtcWireless Communication
Artificial Intelligence • Consumer Web • Digital Media • Information Technology • Social Impact • Software
As the Lead Product Designer for Discover, you'll design AI-driven experiences for a two-sided marketplace while mentoring the design team and owning the product design direction.
Top Skills:
Ai-Assisted Prototyping Tools (CursorClaude CodeFigmaLovable)V0
What you need to know about the Toronto Tech Scene
Although home to some of the biggest names in tech, including Google, Microsoft and Amazon, Toronto has established itself as one of the largest startup ecosystems in the world. And with over 2,000 startups — more than 30 percent of the country's total startups — Toronto continues to attract new businesses. Be it helping entrepreneurs manage their finances, simplifying business operations by automating payroll or assisting pharmaceutical companies in launching new drugs, the city's tech scene is just getting started.
