About

• 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.

• About the position
• The Regional Director, Client Success is a senior leadership role responsible for driving customer outcomes, executive engagement, revenue retention and expansion across a defined region: EMEA/APAC. This leader will manage and scale a team of Client Success Managers, serve as a senior escalation point for clients, and act as a strategic partner to executive stakeholders within Tier 1 & 2 banks and financial institutions. The role requires deep financial services and/or fintech experience, strong leadership capabilities, and the ability to position Personetics as a trusted cognitive banking partner.

• Responsibilities
• Client Success Leadership
• Lead, coach, and develop a regional team of Client Success Managers across the EMEA & APAC.
• Ensure consistent execution of Client Success playbooks and best practices.
• Drive effective adoption of Personetics tools and systems (e.g., Salesforce, Gong, ChatGPT, internal analytics tools).
• Serve as senior escalation point for complex client issues, executive-level concerns.
• Retention, Growth, and Revenue Expansion
• Lead Client Success and support Sales in renewal process, churn prevention, and revenue expansion for the region.
• Partner closely with Sales, Marketing, Product and Account teams to identify, track, and execute upsell and expansion opportunities.
• Support top-of-funnel activity for add-on sales and new logo opportunities through strong client advocacy, executive engagement, and Sales support.
• Executive Engagement & Strategic Advisory
• Build and expand executive and senior stakeholder relationships across client organizations.
• Understand and align with banks’ strategic initiatives, digital transformation goals, and regional industry trends.
• Support, participate in executive briefings, QBRs, and strategic planning sessions.
• Thought Leadership & Market Presence
• Act as the regional evangelist for Personetics’ Cognitive Banking strategy and value proposition.
• Position Personetics as an industry innovator and trusted strategic partner.
• Work with clients to advance the “enterprise asset” value proposition and expand Personetics usage for Needs Based Selling across the bank.
• Partner with Marketing as a thought leader for industry events, analyst engagements, and customer advocacy initiatives.

• Requirements
• 10+ years of relevant experience in financial services and/or fintech within the assigned region (EMEA & APAC).
• Proven experience leading Client Success, Account Management, or Customer-facing teams at scale.
• Demonstrated success driving renewals, expansion revenue, and executive-level client relationships.
• Experience working with large banks and complex, multi-stakeholder client environments.
• Experience driving change management and implementing new Client Success processes
• Ability to travel up 50% of time
• University degree or higher required
• Fluent in English
• London UK based

• Nice to have
• Multi-lingual