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
Skills Required
- 7-12 years of experience in Customer Success, Account Management, or Consulting
- Experience working with large banks, 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
- Experience with enterprise SaaS delivery models
- Customer-first mindset and experience working with complex, multi-stakeholder bank environments
- Experience in Fintech, AI, or data analysis
- Ability to travel up to 50% of the time
- University degree or higher
- Fluent in English
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
