Job details
Job description, work day and responsibilities
Job opportunity: Customer Success - Product Specialist
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. 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.
Personetics is hiring for this role on CareerPlace.
Apply on the company website through Personetics.
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