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 positionPersonetics is looking for a Business Application Manager to own our SaaS and business application portfolio end to end, and to lead how AI is actually implemented inside it.
This is the bridge role between IT and the business. The person in this role makes sure every system we pay for is used correctly, by the right people, at the right depth, and drives the practical rollout of AI and agentic AI across our internal systems and processes.
It is a hands-on role that combines three disciplines: system administration, business application ownership, and AI implementation and governance, Reports to the Head of IT.
Because we serve banking and fintech clients, this role operates inside a regulated environment. Access control, data handling and audit evidence are part of the day job, not an afterthought.
Responsibilities- Monitor business system health, resolve integrations, API, sync, and availability issues, and escalate to vendors when needed.
- Ensure that we fully utilize existing systems by activating unused features, optimizing configurations, and automating manual processes. Permission model (role-based access, JML, SSO/SCIM, access reviews)
- Self-service request and approval workflows
- SaaS inventory, overlap mapping, consolidation and decommissioning
- Evaluate and approve new tools across technical fit, security/compliance, and commercial value. Manage vendors, renewals, and licenses.
- Partner with departments to translate business needs into system configurations, automations, and integrations.
- AI implementation and agentic AI governance
- 5+ years in business applications, SaaS operations, including hands-on ownership of at least three business platforms end to end - configuration, integrations and permissions, not first-line support.
- Hands-on administration of a work management platform such as Monday.com, Jira or Asana: building boards, automations, integrations and permission structures.
- Strong Microsoft 365 administration with real depth in SharePoint Online - site architecture, permissions, document management and lifecycle.
- Proven experience designing and enforcing access and permission models, including SSO and SCIM or directory-based provisioning.
- Practical experience implementing AI tools and AI-driven automation in a business environment, with a track record of streamlining real processes and showing the time or quality gain.
- Experience working directly with business departments and translating their needs into system solutions.
- Project management skills: able to run a multi-stakeholder implementation or migration from scoping through rollout and adoption, managing timelines, dependencies, vendor coordination and stakeholder communication. Formal certification is not required.
- Excellent written and verbal communication in English and Hebrew.
- Experience with SaaS management platforms such as Torii or Zluri.
- Hands-on experience with enterprise LLM platforms and agentic AI - Claude Enterprise, MCPs, connectors or agent frameworks.
- Experience leading a system consolidation or migration project.
Skills Required
- 5+ years of experience in business applications or SaaS operations
- Hands-on end-to-end ownership of at least three business platforms, including configuration, integrations, and permissions
- Hands-on administration of Monday.com, Jira, Asana, or a comparable work management platform
- Strong Microsoft 365 administration experience with deep SharePoint Online expertise
- Experience designing and enforcing access and permission models, including SSO and SCIM or directory-based provisioning
- Practical experience implementing AI tools and AI-driven business automation
- Experience translating business department needs into system solutions
- Project management experience leading implementations or migrations through rollout and adoption
- Excellent written and verbal communication in English and Hebrew
- Experience with SaaS management platforms such as Torii or Zluri
- Hands-on experience with enterprise LLM platforms and agentic AI, including Claude Enterprise, MCPs, connectors, or agent frameworks
- Experience leading a system consolidation or migration project
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
