What are the responsibilities and job description for the Senior Customer Success Partner position at Jobgether?
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Customer Success Partner based in Canada.
This role sits at the center of strategic client value creation within enterprise banking environments.
You will be responsible for ensuring customers fully adopt and extract measurable impact from an advanced AI-driven platform.
The position goes beyond traditional customer success, acting as a trusted advisor across the entire client lifecycle.
You will engage senior banking stakeholders to align product capabilities with digital transformation goals.
A key focus is driving adoption, retention, and expansion through data-backed outcomes and clear ROI.
You will operate in a fast-paced, cross-functional environment alongside product, engineering, and sales teams.
This role is ideal for someone who thrives at the intersection of strategy, technology, and long-term client partnerships.
In this role, you will be responsible for managing strategic relationships and ensuring clients realize maximum value from the platform across their organization. You will act as the primary post-sale owner for a portfolio of banking customers and serve as a trusted advisor to senior stakeholders.
- Own and develop long-term relationships with key client stakeholders across digital, retail, cards, wealth, and marketing teams
- Lead executive business reviews focused on performance, ROI, adoption, and strategic alignment
- Monitor client health, proactively identify risks, and ensure high levels of satisfaction and engagement
- Drive platform adoption across multiple business units and ensure effective use of existing capabilities
- Translate usage and engagement data into measurable business outcomes such as conversion, retention, and customer engagement
- Identify and support expansion opportunities including new use cases, modules, and business lines
- Collaborate closely with Sales to support renewals, upsells, and growth strategy development
- Act as the internal voice of the customer and coordinate across product, engineering, services, and support teams
Requirements:
The ideal candidate brings strong experience in customer success or strategic account management within complex enterprise environments, ideally in financial services or fintech. You are comfortable navigating senior stakeholder relationships and driving both adoption and commercial growth.
- 7–12 years of experience in Customer Success, Account Management, Consulting, or similar client-facing roles
- Proven experience working with large banks, credit unions, or enterprise financial services organizations
- Track record of driving retention, expansion, and revenue growth (GRR and NRR focus)
- Strong understanding of digital banking, personalization, AI, data-driven platforms, and SaaS delivery models
- Experience in fintech, enterprise SaaS, or data/analytics environments preferred
- Ability to manage complex, multi-stakeholder client relationships in large organizations
- Strong analytical mindset with ability to translate data into actionable insights and business value
- Comfortable working in fast-paced, evolving environments with competing priorities
- Willingness and ability to travel up to 50% of the time
- University degree or equivalent higher education required
- Fluent in English
Benefits:
- Competitive compensation aligned with senior-level enterprise SaaS roles
- Performance-based incentives tied to customer success and expansion outcomes
- Flexible work arrangements with hybrid or remote options (role-dependent)
- Opportunity to work with leading global financial institutions and high-impact projects
- Exposure to cutting-edge AI and data-driven banking innovation
- Comprehensive health and wellness coverage (varies by region and eligibility)
- Career growth opportunities within a fast-scaling international environment
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Why Apply Through Jobgether?
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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