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Personetics is a cognitive banking platform that uses AI to help financial institutions anticipate customer needs, provide actionable insights, and deliver intelligent financial guidance. The company analyzes real-time transactional data to enable banks to proactively support customers in managing finances and reaching financial goals.
As a Digital Customer Success Partner for North America, you will be responsible for driving customer adoption, engagement, and retention across our growing base of financial institution clients. You will serve as a trusted advisor to customers, understanding their business objectives and ensuring they realize maximum value from the Personetics platform.
Key responsibilities include:
- Onboarding new customers and ensuring smooth implementation of the platform
- Developing and executing customer success strategies tailored to individual client needs
- Monitoring customer health metrics and proactively identifying expansion opportunities
- Collaborating with product, engineering, and sales teams to address customer needs and feedback
- Conducting regular business reviews with key stakeholders
- Managing customer relationships across the North American region
- Supporting customers through training, documentation, and best-practice sharing
You will work with some of the world's leading financial institutions, helping them serve over 150 million customers monthly across global markets. The role offers the opportunity to impact how banks interact with and support their customers in the digital age.
