What are the responsibilities and job description for the Regional Director, Client Success, Americas position at Personetics?
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. About the position: The Regional Director, Client Success is a senior leadership role responsible for driving customer outcomes, executive engagement, revenue retention and expansion across a defined region: Americas. This leader will manage and scale a team of Client Success Managers, serve as a senior escalation point for clients, and act as a strategic partner to executive stakeholders within Tier 1 & 2 banks and financial institutions. The role requires deep financial services and/or fintech experience, strong leadership capabilities, and the ability to position Personetics as a trusted cognitive banking partner. Responsibilities: Client Success LeadershipLead, coach, and develop a regional team of Client Success Managers across the Americas. Ensure consistent execution of Client Success playbooks and best practices. Drive effective adoption of Personetics tools and systems (e.g., Salesforce, Gong, ChatGPT, internal analytics tools). Serve as senior escalation point for complex client issues, executive-level concerns. Retention, Growth, and Revenue ExpansionLead Client Success and support Sales in renewal process, churn prevention, and revenue expansion for the region. Partner closely with Sales and Account teams to identify, track, and execute upsell and expansion opportunities. Support top-of-funnel activity for add-on sales and new logo opportunities through strong client advocacy, executive engagement, and Sales support. Executive Engagement & Strategic AdvisoryBuild and expand executive and senior stakeholder relationships across client organizations. Understand and align with banks’ strategic initiatives, digital transformation goals, and regional industry trends. Support, participate in executive briefings, QBRs, and strategic planning sessions. Thought Leadership & Market PresenceAct as the regional evangelist for Personetics’ Cognitive Banking strategy and value proposition. Position Personetics as an industry innovator and trusted strategic partner. Work with clients to advance the “enterprise asset” value proposition and expand Personetics usage for Needs Based Selling across the bank. Partner with Marketing as a thought leader for industry events, analyst engagements, and customer advocacy initiatives.Nice to have: Multi-lingual Requirements:10 years of relevant experience in financial services and/or fintech within the assigned region (Americas). Proven experience leading Client Success, Account Management, or Customer-facing teams at scale. Demonstrated success driving renewals, expansion revenue, and executive-level client relationships. Experience working with large banks and complex, multi-stakeholder client environments. Ability to travel up 50% of the time.University degree or higher required.US based, New York or Atlanta preferred.
Salary : $198,000 - $218,000