Client Success Director
Core
Ensure clients successfully adopt and scale the core banking platform to achieve contracted volume of live accounts within milestones and budget.
Role type
Senior Client Success Director (Core Banking Transformation)
Builds
Core banking platform (cloud-native) for financial institutions
Domain
Fintech / Core Banking / Payments
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
core banking transformation delivery, commercial acumen, P&L ownership, stakeholder management, executive presentation, risk mitigation, roadmap alignment
Preferred skills
SaaS/cloud core banking platforms, professional services, regulated environments
Technologies
cloud-native core banking platforms
Responsibilities
Own end-to-end client success plan from sales support to steady state; Establish and run account governance including steering committees and QBRs; Act as escalation point for support issues and ensure platform stability; Own P&L for paid services and forecast revenue/margins; Partner with sales to identify expansion opportunities and support renewals; Oversee planning and execution of platform upgrades.
Seniority
Senior, hands-on IC with strategic account ownership