Regional Director, Client Success EMEA & APAC

Personetics; Greater London; On-site; GBP 100,000 - 130,000; Full time

Job summary

A global Fintech leader is seeking a Regional Director for Client Success based in London, UK. This senior role involves leading a team to drive client outcomes and revenue retention within the EMEA/APAC regions. Ideal candidates have over 10 years of experience in financial services or fintech, exceptional leadership skills, and a proven track record in client management. The position offers a dynamic opportunity to work closely with major banks and to shape the Cognitive Banking strategy, advocating for innovative client solutions.

Qualifications

• 10+ years of relevant experience in financial services and/or fintech.
• Proven experience in managing Client Success teams at scale.
• Demonstrated success in driving renewals and expanding revenue.

Responsibilities

• Lead and develop a regional team of Client Success Managers.
• Drive effective adoption of Personetics tools.
• Support Sales in churn prevention and revenue expansion.

Skills

Leadership

Client Success Management

Financial Services Experience

Change Management

Executive Engagement

Education

University degree or higher

Tools

Salesforce

Gong

ChatGPT

Job description

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Description

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

• 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.

• 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.

• 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.

• 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