Careers
Customer Success & Product Specialist
About The Position
Personetics is the global leader in financial data-driven personalization, helping financial institutions deepen client relationships through enhanced financial wellness. We serve 130+ financial institutions and reach 150 million customers across 35 global markets, with offices in New York, London, Singapore, São Paulo, and Tel Aviv.
About The Position
As part of our growth Personetics is looking for a talented Product Specialist to join our successful global Customer Success group!
In this position, you will be responsible for the enablement of the Engagement Builder product. The Engagement Builder platform is a vital component of the Personetics offering – enabling customers to develop their own differentiated experiences in an agile manner and modify turnkey experiences in house. You will be key contact for internal and external teams on the latest developments, best practices and optimized implementations. You will lead the ideation, development, and distribution of customized insights for customers.
The ideal candidate is a technical individual with a business orientation eager to build deep product and customer facing expertise, lead sessions and onboarding plans, collaborate with diverse teams and work closely with stakeholders to drive innovation while delivering impactful client solutions.
Responsibilities
- Key contact on product knowledge across Personetics different groups
- Implement insights and requested customizations for customers to enhance platform usage
- Onboard customers with training sessions on the platform
- Collaborate with customers on optimizing their insight offering and insight implementations. This includes leading sessions on ideation, implementation, testing and optimization
- Perform data analysis on user bank data to develop client specific benchmarks, identify optimization areas and promote custom insights
- Contribute to product roadmap leveraging on customer feedback
- Build new insights that can be easily customized by bank customers
- Escalate strategic business requirements to Product team to improve product effectiveness
Requirements
- 2-3 years of experience as a Customer Success/ Business Analyst/ Product Analyst.
- Deep understanding in product life cycle - from initial customer request, definition and training.
- High level of technical ability (hands on experience with data).
- Proven ability to lead customers sessions & demos.
- Strong Excel skills.
- Familiarity with data systems/ IT infrastructure.
- Excellent communicator: Fluent English is essential.
- Proficiency in Portuguese, Spanish, German, or French is a plus.
- Ability to travel abroad to customers (typically once a quarter or semi-annually)
Personetics is offering an attractive salary package and benefits, long lasting career opportunities and a chance to join a global market leader in the exciting Fintech industry.
