Posh Technologies
API • Artificial Intelligence • Banking
Posh Technologies is a company that develops AI-powered solutions for financial institutions, such as banks and credit unions. Their products include voice assistants, digital assistants, and knowledge assistants that enhance customer service by automating tasks like answering FAQs, routing calls, and providing instant information to customers and employees. Posh focuses on delivering human-like AI experiences that improve customer engagement and satisfaction while maintaining high standards of security, privacy, and compliance. Their platform, specifically designed for the banking industry, integrates seamlessly with existing systems and aims to streamline operations and reduce costs by enabling 24/7 self-service capabilities.
51 - 200 employees
Founded 2018
🔌 API
🤖 Artificial Intelligence
🏦 Banking
Client Success Manager
October 17
Posh Technologies
API • Artificial Intelligence • Banking
Posh Technologies is a company that develops AI-powered solutions for financial institutions, such as banks and credit unions. Their products include voice assistants, digital assistants, and knowledge assistants that enhance customer service by automating tasks like answering FAQs, routing calls, and providing instant information to customers and employees. Posh focuses on delivering human-like AI experiences that improve customer engagement and satisfaction while maintaining high standards of security, privacy, and compliance. Their platform, specifically designed for the banking industry, integrates seamlessly with existing systems and aims to streamline operations and reduce costs by enabling 24/7 self-service capabilities.
51 - 200 employees
Founded 2018
🔌 API
🤖 Artificial Intelligence
🏦 Banking
📋 Description
• Serve as the primary client contact post-implementation, ensuring seamless onboarding and ongoing success. • Educate clients on new features, best practices, and AI-driven efficiencies, driving engagement. • Identify underutilized features and guide clients toward maximizing value. • Organize training sessions, product deep dives, and enablement efforts to ensure adoption. • Communicate Posh’s AI roadmap, helping clients align with future innovations. • Guide clients through AI adoption phases, ensuring a structured and measurable approach. • Identify and mitigate competitive threats, reinforcing Posh’s differentiation. • Track market trends and competitor positioning, ensuring proactive client discussions. • Monitor client health, engagement, and renewal readiness to prevent churn. • Address risks and competitive challenges before they impact client retention. • Collaborate with internal teams to ensure a seamless renewal process and long-term satisfaction. • Identify opportunities for additional AI adoption and client expansion. • Partner with the Account Growth Manager to drive strategic expansion discussions. • Serve as a trusted advisor, proactively addressing client concerns and escalating risks as needed. • Maintain accurate client records in Salesforce, tracking engagement, risks, and opportunities.
🎯 Requirements
• 3+ years of experience in customer success, account management, or client engagement, preferably in SaaS or AI-driven technology. • Strong relationship-building, communication, and problem-solving skills. • Experience with AI adoption strategies, product positioning, and competitor analysis. • Ability to strategically guide clients through AI roadmaps and communicate competitive differentiation. • Proficiency in Salesforce or similar CRM tools for tracking client interactions. • Ability to collaborate cross-functionally with Sales, Product, and Marketing teams.
🏖️ Benefits
• Offers Equity
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