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Candescent is a fintech company transforming how financial institutions deliver intelligent banking experiences through digital banking, account opening, and branch solutions. The Client Engagement Partner is a critical client-facing role responsible for ensuring bank and credit union clients are satisfied with Candescent solutions and team performance.
You will serve as the primary point of contact for assigned banking clients, leading end-to-end delivery of complex, high-impact digital banking and branch transformation initiatives. This role requires building strong working relationships with client leaders, acting as a trusted advisor, clearly communicating plans and commitments, orchestrating work across Candescent teams, and regularly reporting progress.
Key responsibilities include:
Client Relationship Management: Serve as the main point of contact for assigned banking clients, building and maintaining trusted relationships with senior executives. Understand clients' business objectives and strategic goals to align software solutions with their needs. Proactively address concerns, provide timely solutions, and ensure high client satisfaction. Act as a client advocate within the company, ensuring feedback influences product development. Support identification of cross-sell, upsell, and co-innovation opportunities to drive account growth.
Project Oversight and Delivery: Own program-level delivery oversight, including defining scopes, managing implementation plans, setting timelines, and coordinating internal and client-side resources. Monitor and manage project timelines, budgets, and deliverables. Lead cross-functional project teams across Product, Engineering, Support, and Operations. Act as escalation point for delivery challenges, communicating impact and solutions to senior stakeholders.
Performance Monitoring and Reporting: Oversee key technical implementations including core banking integrations, teller system upgrades, and digital self-service launches. Prepare and present regular account reviews to clients and internal stakeholders. Monitor delivery metrics such as on-time/on-budget performance, support issue backlogs, mean time to resolution, and client satisfaction scores (CSAT, NPS). Facilitate executive-level touchpoints (QBRs, roadmap reviews) with the Digital Strategy Manager. Track account health, risks, and project dependencies using CRM and collaboration tools.
You will work as part of a broader team supporting 200+ portfolio clients in a fast-paced, startup-style environment. Success requires strong organizational skills, executive presence, excellent communication abilities, and experience managing complex, multi-phase projects in SaaS, fintech, or financial services technology.
