Customer Success - Product Specialist

Description

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 Customer Success - Product Specialist plays a central role in driving effective adoption, optimization, and ongoing value realization of the Personetics Platform. The Customer Success - Product Specialist ensures the technical and analytical execution of the platform aligns with broader account strategy and client outcomes.

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 customer-obsessed, curious, and data-driven, 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.


**Please note this is a hybrid role in our New York City office**

Responsibilities

• Serve as a key platform consultant across Personetics, maintaining deep knowledge of our platform.
• Lead the configuration, customization, and implementation of insights within the platform to support client-specific business objectives and use cases.
• Partner closely with Customer Success Partners to analyze platform usage and performance data, identify trends and optimization opportunities, develop benchmarks, and refine customers' insight portfolios to drive measurable business impact.
• 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.
• 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.

Requirements

• 3-6 years of experience in a similar B2B SaaS role - business, product, or product-oriented customer-facing role.
• Demonstrated ability to lead customer training sessions, workshops, or consulting engagements with confidence and clarity.
• Proven experience working with a technical product or platform environment
• Strong analytical skills with advanced Excel proficiency and experience working with BI and data analytics tools (e.g., Power BI, Databricks or similar).
• 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 25%)

Strongly preferred:

• Familiarity with data systems, system integrations, IT environments, or Linux-based infrastructure
• Experience in fintech or the financial services industry

Please note this is a hybrid role in our New York City office.

Salary Range: $125,000 - $150,000

The salary range for this role at minimum and maximum is shown above. It is not typical for a candidate to be hired close to or at the maximum of the salary range. At Personetics, pay depends on multiple individualized factors, including experience, qualifications, job-related knowledge & skills as well as geographic location. Pay also depends on the relative experience, knowledge and skills to our internal peers in the role.

Nice to have

Additional languages are a strong advantage.


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

Visa sponsorship for this role is currently not available.