Client Success Partner - Platform Engagement

Personetics • New York, NY

4d • Hybrid

About The Position

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.

Requirements

• 3–6 years of experience in a similar B2B SaaS role - business, product, or product-oriented customer-facing role.
• Proven experience working with a technical product or platform environment
• Experience in fintech or the financial services industry, strongly preferred.
• Demonstrated ability to lead customer training sessions, workshops, or consulting engagements with confidence and clarity.
• Strong analytical skills with advanced Excel proficiency and experience working with BI and data analytics tools (e.g., Power BI, Databricks or similar).
• Strong technical aptitude with hands-on experience working with data (e.g., data analysis, scripting, configuration, or similar).
• Familiarity with data systems, system integrations, IT environments, or Linux-based infrastructure is an advantage.
• Comfortable working with AI tools to enhance productivity, analysis, and workflows.
• Excellent communication skills in English (written and verbal);
• Willingness and ability to travel to customer sites as needed (approximately 20%)
• Education: A Bachelor of Science Degree (BS) in Industrial Engineering, Information Systems or similar

Nice To Haves

• Additional languages are a strong advantage.

Responsibilities

• Serve as a key platform consultant across Personetics, maintaining deep knowledge of Engagement Builder and broader platform capabilities.
• Lead the configuration, customization, and implementation of insights within Engagement Builder to support client-specific business objectives and use cases.
• Partner closely with Client Success Partners to analyze platform performance data, identify optimization opportunities, and refine clients’ insight portfolios for measurable business impact.
• Conduct ongoing analysis of usage and performance dashboards to develop benchmarks, surface trends, and translate insights into actionable optimization strategies.
• Own onboarding of new customers on the Personetics Console, delivering structured training sessions that ensure strong foundational understanding of platform workflows, governance, and best practices.
• Lead onsite and virtual platform certification workshops, enabling client teams to confidently manage, evolve, and optimize their insight strategies independently.
• Facilitate ideation, implementation, testing, and optimization sessions with client stakeholders to continuously enhance insight performance and platform maturity.
• Build reusable insight frameworks and templates that enable scalable customization while maintaining high standards of quality and governance.
• Leverage AI tools on a regular basis to accelerate insight ideation, performance analysis, documentation, and enablement materials.
• Collaborate cross-functionally with Product, Delivery, Business Analysts, Sales and Marketing to ensure alignment on platform capabilities, best practices, and client needs.
• Escalate strategic business requirements to the Product team to improve usability, scalability, and overall platform effectiveness.

Benefits

• Comprehensive medical, dental, and vision coverage starting on Day 1
• HSA/FSA options
• 401(k) with company match
• Commuter benefits
• A truly global work environment, partnering with teammates and clients around the world

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level