Client Engagement Partner

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Candescent

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2024

💼 Consulting

📣 Marketing

💳 Fintech

Consulting • Marketing • Fintech

Candescent is a digital-first, intelligence-driven banking platform that helps banks and credit unions modernize account opening, digital banking, branch interactions and operations. It provides cloud-native onboarding and sales tools, fraud and security management, unified data and analytics, marketing/communications, card and money management, developer tools, and a curated marketplace of partner solutions to improve engagement, compliance, and financial wellness for consumer and business customers.

📋 Description

• Serve as the main point of contact for assigned banking clients and build trusted relationships with key stakeholders, including senior executives • Understand clients’ business objectives, challenges, and strategic goals and align Candescent software solutions with their needs • Proactively address client concerns, provide timely solutions, and ensure high client satisfaction and trust • Advocate for clients internally and communicate client feedback for product development, service improvements, and roadmap planning • Support the Digital Strategy Manager in identifying cross-sell, upsell, and co-innovation opportunities • Own program-level delivery oversight, including scope definition, implementation plans, timelines, and resource coordination • Monitor project timelines, budgets, and deliverables • Lead cross-functional teams across Product, Engineering, Support, and Operations from onboarding through expansion • Resolve delivery challenges as a program escalation point and communicate impacts and solutions to senior stakeholders • Oversee technical implementations including core banking integrations, teller system upgrades, and digital self-service launches • Prepare and present regular account reviews • Monitor delivery metrics including on-time/on-budget performance, support backlog, mean time to resolution, CSAT, and NPS • Facilitate executive touchpoints including QBRs, roadmap reviews, and check-ins • Track account health, risks, and dependencies using CRM and collaboration tools; provide insights, mitigate risks, and escalate issues

🎯 Requirements

• Bachelor’s degree in Business, Finance, or a related field required; Master’s degree is a plus • 3–6+ years of experience in client leadership, program management, engagement management, or implementation delivery in SaaS, fintech, or financial services technology • Proven track record leading multi-phase, large projects involving technical implementation, stakeholder management, and post-launch support • Proficiency in project management and coordinating cross-functional teams • Ability to manage competing priorities and multiple complex programs simultaneously while maintaining high client satisfaction • Strong understanding of core banking platforms, SSO/API integrations, digital onboarding, and teller infrastructure upgrades preferred • Strong knowledge of financial services, digital transformation, and customer experience trends in retail and commercial banking • Experience with Agile, Waterfall, or hybrid project delivery methodologies • Experience with Jira, MS Project or Smartsheet, and Salesforce • Analytical mindset with strong problem-solving skills and attention to detail • Executive presence and excellent communication skills for interfacing with C-level executives and translating technical details into business value • Ability to travel as needed to meet clients and attend industry events