Client Success Partner

Job Requirements

Client Success Partner

• Partner with regional and branch leadership teams to identify startup-rich micro-markets and build a robust acquisition funnel.
• Train, enable, and guide branch and relationship managers to effectively pitch banking solutions to early and growth-stage startups.
• Collaborate with Product and Knowledge teams to disseminate relevant pitch decks, product materials, and onboarding toolkits.

• Act as the go-to startup expert within the branch channel—sharing ecosystem updates, sector insights, and funding trends to improve field-level confidence.
• Work closely with the central Startup Banking team to localize acquisition strategies and recommend segment-specific interventions.

• Ensure high-quality onboarding of startup clients acquired through the branch network by providing the necessary support and guidance to frontline teams.
• Help track post-onboarding client engagement to ensure a smooth transition into the Startup Banking program.

• Conduct regular in-branch workshops, engagement sessions, and periodic reviews with key stakeholders to drive focus and momentum.
• Serve as a feedback loop between the field and central team to continuously evolve acquisition tools and strategies.

• Monitor acquisition targets, lead conversions, and activation metrics for startup customers acquired through the branch.
• Share actionable dashboards and performance updates with regional and central leadership teams.

• 4–8 years of experience in banking, startup engagement, fintech, or ecosystem development roles.
• Strong understanding of the startup lifecycle, funding stages, and financial needs of early/growth-stage ventures.
• Prior experience working with a distribution-heavy banking model (preferred).
• Excellent interpersonal skills and the ability to work cross-functionally with sales, product, and ecosystem teams.
• Entrepreneurial mindset with a deep client-first orientation.