Note: The job is a remote job and is open to candidates in USA. Sympera AI is an agentic-AI platform that helps banks deepen relationships and grow margins. They are seeking a Customer Success Lead to manage a portfolio of small-to-midsize bank customers, driving implementation, adoption, and retention while building the foundational playbooks for Customer Success.
Responsibilities
- Lead implementation & onboarding. Drive each new bank from kickoff to first value, coordinating data integration, configuration, and go-live in live bank environments alongside our product and engineering teams
- Drive banker adoption. Train and enable relationship managers, embed Sympera into their daily workflow, and relentlessly grow active-banker adoption across each account
- Build the CS playbook. Create the onboarding guides, health scores, QBR cadence, and success frameworks from a blank page, the foundation a growing CS team will run on
- Generate proof. Surface wins and turn them into references, case studies, and testimonials that fuel our growth
- Own retention & expansion. Protect and grow each relationship, identifying opportunities to widen Sympera's footprint inside every bank
- Be the voice of the customer. Channel banker feedback into our product roadmap so the platform keeps getting sharper
Skills
- 5+ years in B2B SaaS Customer Success, owning enterprise or mid-market accounts with strong retention and adoption outcomes
- Banking or financial-services domain knowledge - you understand how banks and relationship managers actually work
- Strong data fluency - comfortable digging into adoption metrics and telling a story with the numbers
- Hands-on with Salesforce and collaboration tools (Microsoft Teams and related apps)
- Exceptionally organized and self-directed - you thrive owning outcomes without a playbook handed to you
- Excellent communicator who builds trust with both frontline bankers and bank executives
- Familiarity with AI / agentic-AI products or a genuine curiosity to go deep on them
- Experience as an early or first CS hire at a startup
Company Overview
Sympera AI is an Agentic-AI platform that empowers relationship managers with AI-powered financial intelligence and sales enablement tools. It was founded in 2024, and is headquartered in New York, New York, USA, with a workforce of 11-50 employees. Its website is https://sympera.ai.