ALL JOBS
Digital Customer Success Partner (North America)
Customer Success
New York
Intermediate
Full-time
ID: 100609
Description
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 position
The Digital Customer Success Partner is accountable for maximizing the value, adoption, and commercial impact of the Personetics platform across a scaled portfolio of North America accounts.
This role is built around Personetics’ AI-first Customer Success model: the Digital Customer Success Partner drives adoption, retention, and measurable outcomes primarily through automated, digital-first engagement, including AI-triggered check-ins, platform usage reports, digital QBRs, webinars, knowledge base resources, and community support. As a trusted advisor operating at scale, the Digital Customer Success Partner ensures Personetics is:
Efficiently and proactively engaged across a broad portfolio of accounts
Monitored continuously for usage, health, and risk through automated signals
Positioned for adoption growth and renewal, even at scale
Supported by a digital-first Customer Success model built to scale efficiently
Responsibilities
Portfolio & Relationship Management
Own day-to-day relationships across a scaled portfolio of North America accounts
Serve as the primary point of contact for post-sale success across the portfolio
Build efficient, repeatable stakeholder relationships through a digital-first cadence
Escalate accounts that need deeper, high-touch attention to the broader Customer Success team
Client Engagement & Satisfaction
Ensure consistent, proactive engagement with customers through the digital-first model
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
Automated & Digital Engagement
Run AI-triggered check-ins, automated health alerts, and platform usage reporting across the portfolio
Deliver digital QBRs at scale, using AI-generated briefs and usage data to personalize each account's narrative
Combine automated engagement with live sessions at key points in the account lifecycle
Continuously refine the digital engagement playbook based on what drives adoption and retention at scale
Host webinars, maintain knowledge base content, and support community channels to extend reach and self-service across the portfolio
Adoption & Value Realization
Drive adoption of the Personetics platform across the portfolio through self-built automated nudges and in-product recommendations
Monitor usage trends and automated dashboards to flag under-adoption and intervene proactively
Translate platform usage into measurable business outcomes and clear, digestible value narratives for each account
Renewal & Growth at Scale
Monitor contract dates, health scores, and expansion signals to trigger renewal and upsell playbooks
Build automated workflows that identify and qualify expansion opportunities (new use cases, additional products, upsell) for Sales to pursue
Use platform usage data and success stories to support renewal conversations
Focus on GRR and NRR across the portfolio
Product & Roadmap Consulting
Act as a product advisor, helping clients understand how current and future Personetics capabilities support their strategy
Share aggregated client feedback and usage patterns with Product and Engineering to inform the roadmap
Design scalable workflows that automatically deliver personalized product updates, roadmap communications, and feature recommendations
Cross-Functional Coordination
Coordinate with Product, Engineering, Support, and Sales to resolve issues efficiently at scale
Partner with the Partnerships team to extend the digital engagement playbook to reseller accounts as that channel grows
Provide feedback on which AI-driven workflows and tools are working, to help shape the broader Customer Success AI strategy
Requirements
5 -7 years of experience in Customer Success, Account Management, or Consulting
AI-Native skillset: hands-on experience using AI tools (e.g., Claude) and building AI agents/workflows to automate and scale customer engagement
Experience driving retention across a high-volume account portfolio (GRR and NRR)
Experience working with digital banking providers, SaaS software providers, or financial institutions
Comfort building & managing a large portfolio of accounts through automated, tech-touch engagement (AI-triggered check-ins, usage dashboards, digital QBRs)
Strong understanding of:
Digital banking, personalization, AI, or data-driven platforms
Enterprise SaaS delivery models
Ability to work in a dynamic, fast-paced environment
Customer-first mindset, with the ability to balance scale and personalization across many accounts
Ability to travel up to 20% of time
University degree or higher required
Fluent in English
US Based
Salary Range: $152,000 - $191,000
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.
Nice to have
Advantage:
Spanish speaking
Experience supporting partner/reseller channels
Benefits
Comprehensive medical, dental, and vision coverage starting on Day 1
HSA/FSA options
401(k) with company match
Commuter benefits
A truly global work environment, partnering with teammates and clients around the world
Visa sponsorship for this role is currently not available.
APPLY FOR THIS JOB
ALL JOBS
Terms & Policies · Cookies
Listed by Personetics for a position based in the United States. Employers on this board attest they are hiring domestically.
ALL JOBS
Digital Customer Success Partner (North America)
Customer Success
United State
Intermediate
Full-time
ID: 100609
Description
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 position
The Digital Customer Success Partner is accountable for maximizing the value, adoption, and commercial impact of the Personetics platform across a scaled portfolio of North America accounts.
This role is built around Personetics’ AI-first Customer Success model: the Digital Customer Success Partner drives adoption, retention, and measurable outcomes primarily through automated, digital-first engagement, including AI-triggered check-ins, platform usage reports, digital QBRs, webinars, knowledge base resources, and community support. As a trusted advisor operating at scale, the Digital Customer Success Partner ensures Personetics is:
Efficiently and proactively engaged across a broad portfolio of accounts
Monitored continuously for usage, health, and risk through automated signals
Positioned for adoption growth and renewal, even at scale
Supported by a digital-first Customer Success model built to scale efficiently
Responsibilities
Portfolio & Relationship Management
Own day-to-day relationships across a scaled portfolio of North America accounts
Serve as the primary point of contact for post-sale success across the portfolio
Build efficient, repeatable stakeholder relationships through a digital-first cadence
Escalate accounts that need deeper, high-touch attention to the broader Customer Success team
Client Engagement & Satisfaction
Ensure consistent, proactive engagement with customers through the digital-first model
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
Automated & Digital Engagement
Run AI-triggered check-ins, automated health alerts, and platform usage reporting across the portfolio
Deliver digital QBRs at scale, using AI-generated briefs and usage data to personalize each account's narrative
Combine automated engagement with live sessions at key points in the account lifecycle
Continuously refine the digital engagement playbook based on what drives adoption and retention at scale
Host webinars, maintain knowledge base content, and support community channels to extend reach and self-service across the portfolio
Adoption & Value Realization
Drive adoption of the Personetics platform across the portfolio through self-built automated nudges and in-product recommendations
Monitor usage trends and automated dashboards to flag under-adoption and intervene proactively
Translate platform usage into measurable business outcomes and clear, digestible value narratives for each account
Renewal & Growth at Scale
Monitor contract dates, health scores, and expansion signals to trigger renewal and upsell playbooks
Build automated workflows that identify and qualify expansion opportunities (new use cases, additional products, upsell) for Sales to pursue
Use platform usage data and success stories to support renewal conversations
Focus on GRR and NRR across the portfolio
Product & Roadmap Consulting
Act as a product advisor, helping clients understand how current and future Personetics capabilities support their strategy
Share aggregated client feedback and usage patterns with Product and Engineering to inform the roadmap
Design scalable workflows that automatically deliver personalized product updates, roadmap communications, and feature recommendations
Cross-Functional Coordination
Coordinate with Product, Engineering, Support, and Sales to resolve issues efficiently at scale
Partner with the Partnerships team to extend the digital engagement playbook to reseller accounts as that channel grows
Provide feedback on which AI-driven workflows and tools are working, to help shape the broader Customer Success AI strategy
Requirements
5 -7 years of experience in Customer Success, Account Management, or Consulting
AI-Native skillset: hands-on experience using AI tools (e.g., Claude) and building AI agents/workflows to automate and scale customer engagement
Experience driving retention across a high-volume account portfolio (GRR and NRR)
Experience working with digital banking providers, SaaS software providers, or financial institutions
Comfort building & managing a large portfolio of accounts through automated, tech-touch engagement (AI-triggered check-ins, usage dashboards, digital QBRs)
Strong understanding of:
Digital banking, personalization, AI, or data-driven platforms
Enterprise SaaS delivery models
Ability to work in a dynamic, fast-paced environment
Customer-first mindset, with the ability to balance scale and personalization across many accounts
Ability to travel up to 20% of time
University degree or higher required
Fluent in English
US Based
Salary Range: $152,000 - $191,000
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.
Nice to have
Advantage:
Spanish speaking
Experience supporting partner/reseller channels
Benefits
Comprehensive medical, dental, and vision coverage starting on Day 1
HSA/FSA options
401(k) with company match
Commuter benefits
A truly global work environment, partnering with teammates and clients around the world
Visa sponsorship for this role is currently not available.
APPLY FOR THIS JOB
ALL JOBS
Terms & Policies · Cookies
Listed by Personetics for a position based in the United States. Employers on this board attest they are hiring domestically.
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 position
We’re looking for a Director of Demand Generation to own pipeline creation end-to-end. This leader will drive an integrated, account-focused growth engine across field marketing, digital, and campaigns—bringing discipline, creativity, and accountability to how marketing contributes to revenue.
This role will oversee field marketing, our web/digital agency, marketing operations, and PMO, ensuring programs are tightly aligned to sales priorities and consistently deliver measurable pipeline impact. This is a hands-on leadership role: beyond setting strategy, you’ll be expected to roll up your sleeves and actively contribute to execution alongside the team.
Responsibilities
Own pipeline generation targets and performance across all marketing channels
Lead and integrate field marketing, ABM, and digital programs into a cohesive, account-centric strategy
Oversee a global field marketing program spanning 30+ events annually, ensuring each program is strategically targeted, well-executed, and pipeline-generating
Operate as a player-coach, balancing strategic leadership with hands-on execution, diving into campaigns, messaging, and programs as needed to drive results
Partner closely with Sales to align on target accounts, campaign priorities, and pipeline goals
Drive execution of high-impact programs (events, executive forums, webinars, campaigns) that convert to pipeline
Oversee and optimize the website and digital experience as a core demand engine
Manage and elevate marketing operations (HubSpot, Salesforce, attribution, reporting, data hygiene)
Establish clear KPIs, reporting cadence, and performance accountability across the team
Lead PMO to ensure strong campaign execution, timelines, and cross-functional coordination
Manage external agencies and vendors to deliver against growth objectives
Continuously test, learn, and optimize programs to improve conversion and ROI
Requirements
10–15+ years in B2B demand generation, preferably in SaaS or fintech
Proven track record of driving measurable pipeline and revenue impact
Experience leading integrated, multi-channel demand gen programs (field, ABM, digital)
Deep experience running large-scale field marketing programs and events, ideally across global markets
Demonstrated ability to operate as a hands-on leader who can move seamlessly between strategy and execution; comfortable “getting in the weeds” to ensure outcomes
Strong partnership mindset with Sales; experience working closely with enterprise sales teams and RevOps
Deep understanding of marketing ops and tech stack (HubSpot, Salesforce, attribution, data management)
Experience managing and scaling global high-performing teams and cross-functional resources
Highly analytical, with a bias toward data-driven decision making
Strong operator—able to balance strategy with hands-on execution
Experience with long, complex enterprise sales cycles (financial services a plus)
Salary Range: $140,000 - $170,000
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.
Listed by Personetics for a position based in the United States. Employers on this board attest they are hiring domestically.
ALL JOBS
Director of Demand Generation
Marketing
New York
Management
Full-time
ID: 100013
Description
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 position
We’re looking for a Director of Demand Generation to own pipeline creation end-to-end. This leader will drive an integrated, account-focused growth engine across field marketing, digital, and campaigns—bringing discipline, creativity, and accountability to how marketing contributes to revenue.
This role will oversee field marketing, our web/digital agency, marketing operations, and PMO, ensuring programs are tightly aligned to sales priorities and consistently deliver measurable pipeline impact. This is a hands-on leadership role: beyond setting strategy, you’ll be expected to roll up your sleeves and actively contribute to execution alongside the team.
Responsibilities
Own pipeline generation targets and performance across all marketing channels
Lead and integrate field marketing, ABM, and digital programs into a cohesive, account-centric strategy
Oversee a global field marketing program spanning 30+ events annually, ensuring each program is strategically targeted, well-executed, and pipeline-generating
Operate as a player-coach, balancing strategic leadership with hands-on execution, diving into campaigns, messaging, and programs as needed to drive results
Partner closely with Sales to align on target accounts, campaign priorities, and pipeline goals
Drive execution of high-impact programs (events, executive forums, webinars, campaigns) that convert to pipeline
Oversee and optimize the website and digital experience as a core demand engine
Manage and elevate marketing operations (HubSpot, Salesforce, attribution, reporting, data hygiene)
Establish clear KPIs, reporting cadence, and performance accountability across the team
Lead PMO to ensure strong campaign execution, timelines, and cross-functional coordination
Manage external agencies and vendors to deliver against growth objectives
Continuously test, learn, and optimize programs to improve conversion and ROI
Requirements
10–15+ years in B2B demand generation, preferably in SaaS or fintech
Proven people-management experience, with a track record of leading and developing teams
Proven track record of driving measurable pipeline and revenue impact
Experience leading integrated, multi-channel demand gen programs (field, ABM, digital)
Deep experience running large-scale field marketing programs and events, ideally across global markets
Demonstrated ability to operate as a hands-on leader who can move seamlessly between strategy and execution; comfortable “getting in the weeds” to ensure outcomes
Strong partnership mindset with Sales; experience working closely with enterprise sales teams and RevOps
Deep understanding of marketing ops and tech stack (HubSpot, Salesforce, attribution, data management)
Experience managing and scaling global high-performing teams and cross-functional resources
Highly analytical, with a bias toward data-driven decision making
Strong operator—able to balance strategy with hands-on execution
Experience with long, complex enterprise sales cycles (financial services a plus)
Salary Range: $140,000 - $170,000
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.
Benefits
Comprehensive medical, dental, and vision coverage starting on Day 1
HSA/FSA options
401(k) with company match
Commuter benefits
A truly global work environment, partnering with teammates and clients around the world
Visa sponsorship for this role is currently not available.
APPLY FOR THIS JOB
ALL JOBS
Terms & Policies · Cookies
Listed by Personetics for a position based in the United States. Employers on this board attest they are hiring domestically.
Select a role
The full posting opens here — pay, setting and the full description, without leaving the list.