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.
- 4–6+ years in customer marketing, lifecycle/CRM, retention marketing, or demand/lifecycle roles in B2B SaaS, fintech, or a similar environment.
- Experience creating journeys, nurture flows, and customer campaigns using HubSpot or similar marketing automation platforms.
- Strong writer and storyteller—skilled at translating complex product value into clear, compelling customer narratives.
- Detail-oriented operator with excellent project management skills and a bias toward action.
- Comfortable working cross-functionally with CS, sales, product, and marketing to drive shared outcomes.
- Data-driven mindset with the ability to define KPIs, analyze results, and recommend optimizations.
- Passion for customer advocacy, value realization, and building programs that genuinely help customers succeed.
- Bachelors Degree required.
Salary Range: $140,000 - $165,000
The base salary range for this role at minimum and maximum is shown above. It is not typical for a candidate to be hired close to or at the maximum of the salary range. At Personetics, base pay depends on multiple individualized factors, including experience, qualifications, job-related knowledge & skills as well as geographic location. Base pay also depends on the relative experience, knowledge and skills to our internal peers in the role.
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
