Customer Success Director

Posted 9 Days Ago
Be an Early Applicant
Hiring Remotely in Mexico City, Ciudad De México, MEX
Remote
Expert/Leader
Fintech
The Role
Own strategic banking and credit union customer relationships throughout the full lifecycle, from implementation and adoption through renewal and expansion. Build executive stakeholder relationships, establish governance, manage success plans and value baselines, coordinate internal account strategies, drive platform adoption, conduct value reviews and QBRs, identify expansion opportunities, and turn satisfied customers into advocates and references. The role requires frequent regional travel and strong financial-services technology expertise.
Summary Generated by Built In

At Backbase, our customers are banks and credit unions transforming how they engage their own customers — and our most strategic accounts expect a partner who owns outcomes, not activity. As a Customer Success Director, you’ll own the region’s most important customer relationships from day one of engagement through renewal and expansion, serving as the executive-level trusted advisor who ensures each institution realizes measurable, durable value from the Backbase platform.

This is a senior individual-contributor role for someone who engages early and stays accountable. You’ll build multi-level stakeholder relationships, establish governance with senior leaders, own the success plan and value baseline through go-live, and orchestrate a single, coherent account strategy across delivery, product, and commercial teams. You’ll measure outcomes rather than tasks, run value realization reviews and executive business reviews that keep value visible to decision-makers, and turn healthy accounts into advocates, references, and expansion opportunities through the renewal cycle.

What you’ll do

  • Own customer outcomes across the full lifecycle — Win, Implement, Adopt, Grow — engaging from day one rather than after issues appear.
  • Build and sustain executive relationships, and agree governance schemes with senior stakeholders early in the engagement.
  • Own the engagement model, success plan, and value baseline through go-live, and hold implementation teams accountable to their commitments.
  • Orchestrate one account strategy and plan across internal teams, so the customer experiences Backbase as a single, coordinated partner.
  • Drive adoption of the Backbase platform and Marketplace partner solutions, measuring realized value rather than activity.
  • Run value realization and proactive consumption discussions with senior management, and orchestrate Executive Business Reviews and QBRs on a programmatic cadence.
  • Grow revenue within existing accounts — identifying expansion when accounts are healthy and running concentrated, well-prepared renewal cycles.
  • Serve as the Voice of the Customer, and convert satisfied customers into active references and advocates.

What this role requires

This role involves frequent travel across the region and a strong ability to build and maintain trust with executive stakeholders at financial institutions.

  • Education: Bachelor’s degree in technology, business, or a related field required; a Master’s or relevant customer success / account management certifications are advantageous.
  • Experience: 12+ years in customer success within the technology or software industry, with a track record of thriving in high-performance, fast-paced environments — working autonomously and taking ownership of outcomes.
  • Technical acumen: Prior experience in roles requiring technical understanding, ideally in customer success within financial services technology. Hands-on experience with agentic and conversational banking solutions.

This role offers a unique opportunity to make a significant impact on Backbase’s customer success and grow our capability in your region, helping our customers achieve their strategic goals while driving growth and adoption of our engagement banking platform and other solutions.

Skills Required

  • Bachelor's degree in technology, business, or a related field
  • 12+ years of customer success experience in the technology or software industry
  • Experience working autonomously and taking ownership of customer outcomes in high-performance, fast-paced environments
  • Technical understanding, ideally in customer success within financial services technology
  • Hands-on experience with agentic and conversational banking solutions
  • Master's degree
  • Relevant customer success or account management certifications

Backbase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Backbase and has not been reviewed or approved by Backbase.

  • Fair & Transparent Compensation Pay is considered fair in certain U.S. roles, with strong offers in senior engineering, solutions architecture, and sales tracks in higher‑paying markets. In some U.S. contexts, compensation is described as fair for the job.
  • Leave & Time Off Breadth PTO is described as generous in the U.S., with separate sick time and paid holidays contributing to a supportive time‑off setup.
  • Wellbeing & Lifestyle Benefits Hybrid/remote work programs, office perks like snacks, and learning‑budget messaging provide lifestyle flexibility and support beyond baseline coverage.

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The Company
HQ: Amsterdam
951 Employees
Year Founded: 2003

What We Do

Backbase is a fast growing fintech software provider that empowers financial institutions to accelerate their digital transformation and effectively compete in a digital-first world. We are the creators of the Backbase Omni-Channel Banking Platform, a state-of-the-art digital banking software solution that unifies data and functionality from traditional core systems and new fintech players into a seamless digital customer experience. We give financials the speed and flexibility to create and manage seamless customer experiences across any device, and deliver measurable business results. We believe that superior digital experiences are essential to stay relevant, and our software enables financials to rapidly grow their digital business. More than 120 financials around the world have standardized on the Backbase omni-channel banking platform to streamline their digital sales and self-service operations across all digital touchpoints. Our customer base includes ABN AMRO, Bank ABC, Barclays, BPI, CheBanca!, Citizens Lightstream, Credit Suisse, Fidelity, HDFC, IDFC, KeyBank, Ila Bank, Me Bank, Navy Federal, PostFinance, RBC, RBS, Standard Bank, Societe Generale, Truist, U Bank and Westpac. Industry analysts Celent, Gartner, Forrester and Ovum recognize Backbase as an industry leader in terms of omni-channel banking platform capabilities, and award the company high marks for its deep focus on customer experience management and unparalleled speed of implementation. Forrester named us a leader in the Forrester Wave for Omni-Channel Banking and Ovum nominates Backbase as the market leading provider of next-generation digital channel banking platforms. Backbase was founded in 2003, is privately funded, with headquarters in Amsterdam (HQ Global) and Atlanta (HQ Americas) and regional operations in Boisse, Cardiff, Dubai, Kraków, Mexico City, New York, Toronto, Singapore, Sydney and Tokyo.

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