Pathward · 5 days ago
Business Strategy Partner, Senior (Customer Success)
United States
Full-time
Remote
Mid, Senior Level
$72K/yr - $120K/yr
5+ years expPathward is a financial empowerment company dedicated to creating financial inclusion for all. They are seeking a Senior Business Strategy Partner for the Customer Success team to act as a strategic partner to leadership, driving collaboration and improving operational efficiency through data-driven insights and strategic decision-making.
ConsultingFinanceFinancial Services
Responsibilities
Acts as a thought partner to senior Customer Success leadership, providing insights and recommendations on business strategies, priorities, operational risks, and emerging trends
Understands the competitive market place and can provide assessments of emerging trends and market analysis
Prepares briefing materials, executive summaries, and strategic updates for leadership meetings and external engagements
Coordinates and manages cross-functional initiatives aligned with Customer Success organizational goals
Designs and maintains advanced dashboards and reporting packages for executive and board-level presentations
Translates complex data sets into compelling visual narratives that inform strategic decisions
Partners with analysts and business units to ensure accuracy, relevance, and clarity of data outputs
Owns the Customer Success Operating Rhythm
Works with key stakeholders within the Division to formalize the governance process
Develops the associated processes to prioritize key work associated with technology
Develops and owns the Customer Success Dashboard
Develops and conduct Monthly/Quarterly Customer Success business reviews
Works with key Pathward stakeholders in providing updates needed for the President, CEO, Board or others
Participates as a key stakeholder on critical projects or initiatives impacting the Customer Success team
Serves as a liaison between senior Customer Success leadership and internal/external stakeholders to facilitate communication and decision-making
Serves as an escalation point to Customer Success leadership on key initiatives
Develops frameworks for prioritization and resource allocation to support leadership decision-making
Identifies process improvement opportunities and implement solutions to enhance efficiency
Develops communication plan for the Customer Success organization
Other duties as assigned
Qualification
Required
Bachelor's degree or equivalent education and work experience
Typically, 5+ years with bachelor's or equivalent
Demonstrated experience and familiarity with payments products
An understanding of challenges associated with launching payments products
Understanding technology needed to launch payments products
Strong communication skills at all levels of the organization to include presentations to executives and interactions with executives at customers
Must be self-confident with an ability to communicate effectively with individuals at different levels of an organization
Working knowledge of what it takes to launch a new payments product or onboard a new payments customer
Working knowledge of payments related network requirements and basic understanding of regulatory and compliance issues
Highly analytical with strong skills in data analytics and data visualization techniques
Strong understanding of payments and financial technology products and the marketplace
Executive presence and ability to influence at all levels
Exceptional communication (written, verbal, and visual)
Strategic thinking and problem-solving skills
Bias towards action and meeting timelines
Ability to manage competing priorities and operate in a fast-paced environment
Collaborative – demonstrated ability to synthesize activities across a broad group of stakeholders
Travel required up to 25%
Benefits
Health insurance
401(k) retirement benefits
Life insurance
Disability benefits
Paid time off
Company
Pathward
Pathward is a financial firm that provides investment strategies to promote business growth for organizations.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Brett Pharr
Chief Executive Officer
Greg Sigrist
Chief Financial Officer
Recent News
2026-01-22
2025-12-15
2025-12-15
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