AI Customer Success Partner
Skills
Software As A ServiceAccount ManagementAdoptionBriefsDashboardsEnglishProduct Marketing
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 5-7 years of experience in Customer Success Account Management or Consulting
- Hands-on experience using AI tools and building AI agents/workflows to automate customer engagement
- Experience driving retention across a high-volume account portfolio with GRR and NRR focus
- Experience working with digital banking providers SaaS software providers or financial institutions
- Comfort building and managing a large portfolio through automated tech-touch engagement
- Strong understanding of digital banking personalization AI or data-driven platforms
- Experience with enterprise SaaS delivery models
- Ability to work in a dynamic fast-paced environment
- Customer-first mindset with ability to balance scale and personalization
- Ability to travel up to 20% of time
- University degree or higher required
- Fluent in English
- US based
Nice to have
- Spanish speaking
- Partner channel experience
Day to day
- Own and manage a scaled portfolio of North America accounts with a proactive digital-first cadence
- Drive customer adoption retention and measurable value through AI-triggered check-ins automated health signals and digital QBRs
- Partner cross-functionally with Sales Product Engineering Support and Partnerships to resolve issues surface insights and support renewals at scale