Senior Customer Success Partner

Job Description

• This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Customer Success Partner based in Canada. This role sits at the intersection of customer success, strategic consulting, and enterprise SaaS value realization within the financial services space. The Senior Customer Success Partner will be responsible for ensuring clients fully adopt and extract measurable value from an advanced AI-driven banking platform. Acting as a trusted advisor, you will guide complex banking organizations through their digital transformation journey. You will engage with senior stakeholders across multiple business lines to drive adoption, retention, and expansion. The role requires a strong balance of strategic thinking and hands-on execution in a fast-paced, client-facing environment. You will play a key role in translating platform capabilities into tangible business outcomes. This position directly impacts customer satisfaction, revenue growth, and long-term partnership success.
• Accountabilities: You will manage strategic relationships across a portfolio of banking clients, serving as the primary post-sale point of contact and trusted advisor. You will ensure clients maximize platform adoption across channels and business units while continuously identifying opportunities to deepen engagement and value. Own and develop long-term relationships with senior stakeholders across digital, retail, cards, wealth, marketing, and data teams Lead regular business reviews focused on performance, ROI, and strategic alignment Monitor customer health, proactively address risks, and drive high satisfaction and retention Drive adoption of platform capabilities and ensure clients achieve measurable business outcomes Identify expansion opportunities including new use cases, modules, and business line growth Collaborate with sales teams on renewals, upsell motions, and business case development Act as the internal voice of the customer, sharing structured feedback with product and engineering teams Coordinate cross-functional internal teams including delivery, product, engineering, and support to ensure client success Requirements: You bring strong experience in customer success, account management, or consulting within enterprise environments, ideally in financial services or fintech. You are comfortable navigating complex stakeholder ecosystems and driving both strategic value and commercial growth. 7–12 years of experience in Customer Success, Account Management, Consulting, or related roles Experience working with large banking or credit union clients or enterprise financial institutions Proven track record in driving retention, expansion, and revenue growth (GRR and NRR focus) Strong understanding of digital banking, personalization, AI-driven platforms, or data products Familiarity with enterprise SaaS delivery models and lifecycle management Excellent stakeholder management and communication skills across executive and operational levels Customer-first mindset with strong analytical and problem-solving abilities Experience in fintech, AI, analytics, or data-driven environments preferred Ability to travel up to 50% as required University degree or equivalent experience required Fluent in English Benefits: Competitive compensation package (salary and bonus eligibility may apply depending on structure) Flexible working arrangements depending on team and client needs Opportunity to work with leading global financial institutions Exposure to cutting-edge AI and data-driven technologies in banking Career growth within a fast-scaling, international environment Travel opportunities for client engagement and strategic meetings Collaborative and cross-functional work culture
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