Personetics
Client Success Partner - Platform Engagement
🇺🇸New York City, New York, United States7 days ago
$125K – $150KSeniorFull Time
Personetics is shaping the Cognitive Banking era, harnessing AI to help banks anticipate customer needs, provide actionable insights, and deliver intelligent financial guidance. Our platform continuously analyzes and leverages real-time transactional data, enabling banks to proactively support customers in managing their finances and reaching their goals.
As industry leaders — yes, we really are leaders — we partner with the world’s top financial institutions, empowering over 150 million customers monthly across 35 global markets from offices in New York, London, Singapore, São Paulo, and Tel Aviv.
The Client Success Partner - Platform Engagement plays a central role in driving effective adoption, optimization, and ongoing value realization of the Personetics Platform, with a primary focus on the Engagement Builder Console. The Client Success Partner - Platform Engagement ensures the technical and analytical execution of the platform aligns with broader account strategy and client outcomes.
Engagement Builder enables banks to design, customize, and evolve differentiated financial guidance experiences in an agile manner. In this role, you will ensure clients not only successfully tailor and implement insights, but continuously analyze their performance and optimize their offerings using platform dashboards and data-driven insights.
You will lead customer onboarding on the Personetics Platform, guiding stakeholders through platform structure, workflows, and governance best practices, including delivering training sessions and onsite certification workshops to enable client teams to independently manage and evolve their insight strategies. Beyond implementation, you will translate platform performance data into actionable recommendations - analyzing usage trends, identifying optimization opportunities, and partnering closely with Client Success Partners to refine each client’s insight portfolio, ensuring platform evolution supports measurable impact, renewals, and long-term growth.
This is a customer-facing role that serves as a trusted advisor on the Personetics Platform, combining strong product expertise, technical capabilities, and analytical thinking to drive meaningful client outcomes. You will work hands-on within the platform, leverage AI tools to accelerate insight ideation and performance analysis, and collaborate closely with Product, Professional Services, Sales, Solution Engineering, and Marketing to ensure scalable, high-quality platform utilization and sustained value realization. The ideal candidate is curious, data-driven, and highly client-facing, with the ability to confidently lead in-depth customer sessions and workshops, and comfortable operating at the intersection of technology, analytics, and business strategy to translate platform capabilities into tangible impact for leading financial institutions.
Please note this is a hybrid role in our New York City office.
Salary Range: $125,000 - $150,000
The salary range for this role at minimum and maximum is shown above. It is not typical for a candidate to be hired close to or at the maximum of the salary range. At Personetics, pay depends on multiple individualized factors, including experience, qualifications, job-related knowledge & skills as well as geographic location. Pay also depends on the relative experience, knowledge and skills to our internal peers in the role.
Additional languages are a strong advantage.
Visa sponsorship for this role is currently not available.
