Regional Director, Client Success, Americas

Personetics•New York, NY

12h

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.

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.

Nice To Haves

Multi-lingual

Responsibilities

Client Success Leadership
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.
Retention, Growth, and Revenue Expansion
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.
Executive Engagement & Strategic Advisory
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.
Thought Leadership & Market Presence
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.