Senior Banking CS Partner — AI & Data Solutions

Discreet Company; United States; On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

HSA/FSA options

401(k) with company match

Life & AD&D insurance

Paid holidays & vacation

Parental leave & bereavement leave

Employee assistance program

Job summary

Discreet Company is seeking a Senior Customer Success Partner in the United States to maximize value and adoption of our platform across a bank client portfolio. You will act as a trusted advisor, managing post-sale relationships and delivering measurable business outcomes across Sales, Delivery, BAU, and Renewal stages.

You will drive platform adoption, monitor client health, and collaborate with Sales to identify expansion opportunities, while coordinating with Product and Engineering to feed

Qualifications

• 7–12 years of experience in Customer Success, Account Management, or Consulting.
• Experience with large banks or enterprise financial services clients.
• Experience driving retention and expansion (GRR/NRR).
• Strong understanding of digital banking, personalization, AI, or data-driven platforms.
• Enterprise SaaS delivery models.
• Willingness to travel up to 50%.
• Based in the US; visa sponsorship not available.

Responsibilities

• Own day-to-day and strategic relationships with bank customers.
• Serve as the primary post-sale point of accountability for the company.
• Build trusted relationships with senior client stakeholders across Digital, Retail, Cards, Wealth, Marketing, Data.
• Drive adoption of the platform across channels, use cases, and business lines.
• Translate platform usage into measurable business outcomes (engagement, conversion, retention).
• Partner with customers to define and track success metrics aligned to business goals.
• Identify expansion opportunities and collaborate with Sales for renewals and upsell.
• Provide product and roadmap feedback to align capabilities with client strategy.
• Lead internal account planning and strategy sessions.

Skills

Customer Success

Account Management

Consulting

Financial Services

Enterprise SaaS

Travel up to 50%

Education

University degree

Job description

Discreet Company is seeking a Senior Customer Success Partner in the United States to maximize value and adoption of our platform across a bank client portfolio. You will act as a trusted advisor, managing post-sale relationships and delivering measurable business outcomes across Sales, Delivery, BAU, and Renewal stages.

You will drive platform adoption, monitor client health, and collaborate with Sales to identify expansion opportunities, while coordinating with Product and Engineering to feed