Regional Director, Client Success, Americas jobs in United States
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Personetics · 1 day ago

Regional Director, Client Success, Americas

positionNY, New York, US
timeFull-time
remoteHybrid
senioritySenior Level, Lead/Staff
date10+ years exp

Personetics is shaping the Cognitive Banking era, harnessing AI to help banks anticipate customer needs. The Regional Director, Client Success is responsible for driving customer outcomes, executive engagement, and revenue retention and expansion across the Americas.

AnalyticsFinanceFinancial ServicesFinTechInformation Technology

Responsibilities

Lead, 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
Lead 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
Build 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
Act 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

Qualification

Financial services experienceClient Success leadershipExecutive engagementRevenue expansionAccount ManagementMulti-lingual

Required

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

Preferred

Multi-lingual

Company

Personetics

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Personetics is a provider of data-driven personalization and customer engagement tools for banks and financial services companies.
dateFounded in 2010
location
New York, New York, USA
people-size201-500 employees
web-link
http://www.personetics.com

Funding

Current Stage
Growth Stage
Total Funding
$178M
Key Investors
Thoma BravoWarburg PincusMouro Capital
2022-01-19Private Equity· $85M
2021-02-16Private Equity· $75M
2019-06-01Series Unknown

Leadership Team

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Udi Ziv
Chief Executive Officer
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Recent News

FF News | Fintech Finance
Meridian Credit Union Partners with Personetics to Embed Intelligent Financial Support into its Enhanced Advice Experience, OnYourWay
2025-12-05
PR Newswire
Benzinga Capital Conference: Fintech Day & Awards 2025 Celebrates Industry Innovation, Honoring Top Leaders and Emerging Technologies
2025-11-11
Business Wire
Financial Wellness Is the Top Life Priority for Asia Pacific Consumers, Says Personetics, as It Extends Reach to 25 Million Users in Region
2025-11-04
Company data provided by crunchbase