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 position
At Personetics, we’re not just building technology — we’re on a mission to democratize financial wellness by humanizing digital banking. As one of the fastest-growing fintech hyperscalers in the world, we empower millions of people to make smarter financial decisions through hyper-personalized, AI-driven experiences.
We partner with the most influential Tier #1 and Tier #2 banks to transform how they engage with their customers — delivering solutions that are as intuitive as they are impactful. This is where innovation meets purpose, where speed meets scale, and where you can help shape the financial lives of millions.
If you’re a strategic seller with deep relationships in the ASEAN and North Asia banking landscape, a passion for solving complex challenges, and the drive to open new markets for transformative digital solutions, you’ll find your next big career move here.
Responsibilities
1. Enterprise Account Acquisition & Growth
- Identify, target, and acquire new Tier #1 & Tier #2 bank clients across The Philippines.
- Develop and execute account penetration strategies to win high-value, multi-year SaaS and digital transformation deals.
- Drive expansion opportunities within existing accounts to maximize ARR growth.
2. Strategic Client Engagement
- Build trusted relationships with C-level and C-1 decision-makers, influencing strategic digital banking roadmaps.
- Act as a consultative partner, aligning our solutions with each bank’s unique business objectives and transformation journey.
3. Complex Solution Selling
- Lead sophisticated, multi-stakeholder sales cycles, managing cross-functional internal resources (Solution Consulting, Product, Customer Success) to deliver tailored value propositions.
- Position our AI-powered personalization platform as a critical enabler of customer engagement, retention, and financial wellness.
4. Market Intelligence & Positioning
- Maintain a deep understanding of The Philippines banking market, competitive landscape, and regulatory trends.
- Provide feedback to product and marketing teams to ensure our go-to-market strategy remains market-leading and differentiated.
5. Commercial Excellence & Forecasting
- Maintain a disciplined pipeline management process using MEDDIC or similar qualification frameworks.
- Deliver accurate forecasts and revenue projections, ensuring deals close on schedule.
6. Brand & Thought Leadership
- Represent Personetics at industry events, panels, and client workshops to reinforce our brand’s reputation as a thought leader in humanized digital banking.
- Leverage success stories to inspire and influence prospective clients.
Requirements
Experience & Track Record
- 10+ years of enterprise sales experience in B2B SaaS, fintech, or digital transformation solutions, with a focus on Tier #1 and Tier #2 banks.
- Proven track record of closing multi-million ARR deals in complex, multi-stakeholder sales cycles.
- Established network of senior decision-makers (C-level/C-1) within The Philippines financial institutions.
Domain Expertise
- Deep understanding of digital banking trends, AI-driven personalization, and customer engagement technologies.
- Knowledge of The Philippines and broader APAC banking landscape, including market drivers, competitive dynamics, and regulatory environment.
Sales Excellence
- Mastery of consultative and value-based selling methodologies (MEDDIC, Challenger, SPIN, or similar).
- Strong pipeline management discipline and forecasting accuracy in CRM (Salesforce preferred).
Commercial & Strategic Acumen
- Ability to articulate business value, build compelling ROI cases, and align solutions to client strategic priorities.
- Skilled at navigating procurement, legal, and compliance processes in enterprise banking deals.
Personal Attributes
- Highly driven, entrepreneurial mindset with the ability to operate in a high-growth, fast-paced environment.
- Exceptional communication, presentation, and negotiation skills.
- Collaborative team player who thrives in cross-functional, global teams.
- Willingness to travel across ASEAN (~20–30%).
Nice to have
None
Top Skills
What We Do
Money Management & PFM for Banks & Financial Institutions.
Personetics serves hundreds of banks and financial institutions across 30 global markets. See how your bank can harness the power of AI to engage customers and increase revenue with financial data-driven personalized customer engagement, PFM, and money management platform.
Harnessing the power of AI, Personetics’ Self-Driving Finance™ solutions are used by the world’s largest financial institutions to transform digital banking into the center of the customer’s financial life – providing real-time personalized insight and advice, automating financial decisions, and simplifying day-to-day money management.
Serving over 135 million bank customers worldwide, Personetics has the largest direct customer impact of any AI solution provider in banking today. Personetics now counts among its customers 6 of the top 12 banks in North America and Europe, as well as other leading banks throughout the world.
Personetics is the global leader in financial-data-driven personalized banking and customer engagement for financial services and the company behind the industry’s first Self-Driving Finance™ platform.
Led by a team of seasoned FinTech entrepreneurs with a proven track record, Personetics is a rapidly growing company with offices in New York, London, Paris, Singapore, Tokyo, Tel Aviv and Nazareth. The company has been named a Gartner Cool Vendor, a Top Ten FinTech Company by KPMG, and a Top Ten Company to Watch by American Banker
