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.
Requirements:
- 7–12 years of experience in Customer Success, Account Management, or Consulting
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Experience working with large banks and credit unions or enterprise financial services clients
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Experience driving retention and expansion with financial institutions (GRR and NRR)
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Strong understanding of:
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Digital banking, Personalization, AI, or data-driven platforms
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Enterprise SaaS delivery models
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Ability to work in a dynamic, fast-paced work environment
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Customer-first mindset and experience working with complex, multi-stakeholder bank environments
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Experience working in Fintech, AI, or Data analysis
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Ability to travel up to 50% of time
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University degree or higher required
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Fluent in English
About the position:
The 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:
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Deeply embedded in the client’s digital strategy
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Actively driving measurable business outcomes
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Positioned for long-term expansion across products and lines of business
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Leveraging the platform as effectively as possible
Responsibilities:
Client Relationship Management
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Own day-to-day and strategic relationships with assigned bank customers
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Serve as the primary post-sale point of accountability for Personetics
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Build trusted relationships with senior client stakeholders (Digital, Retail, Cards, Wealth, Marketing, Data)
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Facilitate regular executive strategic reviews focused on performance, outcomes and ROI
Client Engagement & Satisfaction
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Ensure consistent, proactive strategic engagement with customers
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Monitor client health indicators and address risks early
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Drive high CSAT and NPS scores through value-focused interactions
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Act as the voice of the client internally within Personetics
Adoption & Value Realization
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Drive adoption of the Personetics platform across channels, use cases, and business lines
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Ensure customers are fully leveraging existing capabilities before expanding scope
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Translate platform usage into measurable business outcomes (engagement, conversion, retention)
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Partner with customers to define and track success metrics aligned to their business goals
Expansion & Commercial Growth
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Identify expansion opportunities within existing customers, including:
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New use cases
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Additional products or modules
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Expansion to new lines of business or regions
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Collaborate with Sales to:
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Position expansion opportunities
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Support renewals and upsell motions
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Build business cases for additional investment
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Use data, outcomes, and success stories to justify expansion
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Focus on GRR and NRR
Product & Roadmap Consulting
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Act as a product advisor, helping clients understand how current and future Personetics capabilities support their strategy
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Guide clients on best practices for needs-based engagement and personalization
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Provide structured feedback to Product and Engineering teams based on client needs
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Help clients prioritize roadmap items that maximize business value
Cross-Functional Coordination
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Coordinate internally with:
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Product Management
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Engineering
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Professional Services
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Sales
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Support
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Ensure alignment between client expectations and internal delivery
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Lead internal account planning and strategy sessions
Salary:
CAD 204,000 Benchmark OTE: CAD 246,000(Nimra)
