AI Customer Success Partner, North America

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $152k - $191k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 0%

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Personetics

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2012

☁️ SaaS

🤖 Artificial Intelligence

💳 Fintech

SaaS • Artificial Intelligence • Fintech

Personetics is a leading provider of AI-powered solutions for the financial industry, focused on delivering personalized financial insights and engagement tools. The company develops platforms that enhance customer interaction by providing hyper-personalized, actionable financial advice and insights in real-time. With a focus on improving financial well-being, Personetics offers solutions such as smart savings journeys, transaction data enrichment, and customer engagement tools. Their advanced technology supports financial institutions in increasing user engagement, fostering savings, and offering tailored financial management experiences. Personetics is trusted by major banking and financial institutions worldwide, serving millions of users to help improve their financial decision-making and overall financial health.

📋 Description

• Own day-to-day relationships across a scaled portfolio of North America accounts • Serve as the primary point of contact for post-sale success • Build efficient, repeatable stakeholder relationships through a digital-first cadence • Escalate accounts needing deeper, high-touch attention to the broader Customer Success team • Ensure consistent, proactive digital-first customer engagement • 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 • Run AI-triggered check-ins, automated health alerts, and platform usage reporting • Deliver digital QBRs at scale using AI-generated briefs and usage data • Combine automated engagement with live sessions at key lifecycle points • Refine the digital engagement playbook to drive adoption and retention • Host webinars, maintain knowledge base content, and support community channels • Drive platform adoption through automated nudges and in-product recommendations • Monitor usage trends and dashboards to flag under-adoption and intervene proactively • Translate platform usage into measurable business outcomes and value narratives • Monitor contract dates, health scores, and expansion signals to trigger renewal and upsell playbooks • Build automated workflows to identify and qualify expansion opportunities for Sales • Support renewal conversations with platform usage data and success stories • Focus on GRR and NRR across the portfolio • Advise clients on current and future Personetics capabilities • Share client feedback and usage patterns with Product and Engineering • Design scalable workflows for personalized product updates, roadmap communications, and feature recommendations • Coordinate with Product, Engineering, Support, and Sales to resolve issues • Extend the digital engagement playbook to reseller accounts with Partnerships • Provide feedback on AI-driven workflows and tools to shape Customer Success AI strategy

🎯 Requirements

• 5–7 years of experience in Customer Success, Account Management, or Consulting • 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 and managing a large portfolio of accounts through automated, tech-touch engagement • Strong understanding of digital banking, personalization, AI, or data-driven platforms • Strong understanding of 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 • Visa sponsorship for this role is currently not available

🏖️ 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