Extractable

Graphics Designer

• Set the creative bar. Inspire the team and clients alike with design that's both visually exceptional and grounded in strategy, data, and user insight.
• Collaborate across disciplines. Partner with UX designers, interaction designers, strategists, and developers to define creative direction and deliver outstanding digital experiences across web, mobile, and emerging platforms.
• Own the craft. Translate wireframes, functional specifications, and prototypes into high-fidelity design that brings the user experience fully to life — across desktop, tablet, and mobile.
• Champion innovation. Continuously push the boundaries of what's aesthetically and technologically possible within our clients' industries.
• Mentor and elevate. Invest in junior creative team members and foster a culture of cross-discipline collaboration and shared craft.
• Deliver with consistency. Manage multiple projects simultaneously, meet deadlines in a fast-paced agency environment, and maintain an uncompromising standard of quality from concept through delivery.
• Be a client partner. Show up with confidence and clarity in client-facing presentations, translating complex design decisions into compelling narratives.

Senior Digital Visual Designer

Backend Engineer

• Build and maintain connections with Q2, Banno (Jack Henry), Alkami, and other digital banking platforms to ingest member data, account information, and transaction feeds
• Own integrations with HubSpot and Salesforce: contact syncing, deal tracking, custom property mapping, and workflow automation
• Connect with MeridianLink, Origence, Fiserv, nCino, Blend, Withclutch, and other LOS/OAO platforms to track application funnels and conversion data
• Work with new clients to configure and test integrations during setup, including credential management, field mapping, and data validation
• Build alerting and logging around integration health; diagnose and resolve data sync failures, authentication issues, and schema changes

Python Integrations Developer

Customer Success Manager

• Serve as primary contact for client product questions and issues
• Troubleshoot platform issues and coordinate with development for resolution
• Diagnose scenario performance problems and recommend fixes
• Document and escalate bugs or feature requests to the product team
• Maintain knowledge base of common issues and solutions
• Manage personalization scenarios across all Finalytics clients daily
• Configure, launch, and monitor campaigns within the platform
• QA scenarios before launch to ensure targeting, content, and tracking are correct
• Analyze scenario performance and recommend optimizations
• Identify underperforming campaigns and propose improvements
• Maintain scenario documentation and client-specific configurations
• Guide new clients through post-kickoff onboarding process
• Train client teams on the Finalytics platform
• Coordinate data integration setup with client IT teams
• Work directly with clients to understand goals and customize configurations
• Conduct refresher training sessions as client teams evolve
• Create and maintain client-facing training materials
• Train new team members on the Finalytics platform and processes
• Create and maintain internal documentation and playbooks
• Serve as platform expert for internal teams
• Identify process improvements and help implement them

Customer Success Specialist

Account Manager

• Serve as the primary strategic contact for an assigned portfolio of credit union and community bank clients, building trusted advisor relationships with key stakeholders and C-suite executives
• Conduct regularly scheduled executive business reviews to align on goals, review platform performance metrics, and identify opportunities for deeper engagement
• Proactively identify and address risks to client satisfaction and retention before they escalate
• Partner with clients and internal teams during onboarding to ensure a seamless, successful implementation of the Finalytics.ai platform
• Set clear milestones, communicate progress, and advocate for client needs across product, engineering, and support teams
• Identify opportunities for clients to expand their use of Finalytics.ai products and services to drive additional member value and revenue outcomes
• Collaborate with the sales team on renewal strategy, upsell opportunities, and referrals within the client's network
• Own retention and expansion KPIs for your portfolio and report progress to internal and client leadership
• Proactively share best practices, platform updates, personalization strategies, and relevant industry insights with assigned clients
• Educate clients on how to maximize the Finalytics.ai platform beyond day-to-day usage - driving innovation, efficiency, and member growth
• Represent Finalytics.ai at industry conferences and events as a subject matter expert in personalization and member engagement
• Partner with internal teams, including product, marketing, and engineering, to surface client feedback, prioritize enhancements, and improve the overall customer experience
• Contribute to the continuous development of account management processes, playbooks, and best practices
• Report on portfolio health metrics, retention performance, and quarterly initiative progress to internal leadership

Senior Digital Visual Designer

Python Integrations Developer

Customer Success Specialist

Customer Success Account Manager