Senior Business Strategy Partner – Customer Success
Pathward
full-time
Posted on:
Location Type: Hybrid
Location: Arizona • Kentucky • United States
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Salary
💰 $72,000 - $120,000 per year
Job Level
About the role
- Act as a strategic partner to the Customer Success Leadership Team
- Align vision with execution and drive collaboration across teams
- Facilitate information flow within Pathward
- Provide updates for President, CEO and Board
- Develop strategies to keep Customer Success employees informed
- Manage high-impact projects and advise on business strategy
- Act as a liaison between leadership and key stakeholders
- Understand the competitive marketplace and provide assessments of emerging trends
- Prepare briefing materials, executive summaries, and strategic updates for leadership meetings
- Coordinate and manage cross-functional initiatives aligned with organizational goals
- Design and maintain advanced dashboards and reporting packages for executive and board-level presentations
- Translate complex data sets into compelling visual narratives that inform strategic decisions
- Partner with analysts and business units for accurate data outputs
- Own the Customer Success Operating Rhythm
- Formalize governance process with key stakeholders
- Develop processes for prioritizing key work associated with technology
- Conduct Monthly/Quarterly Customer Success business reviews
- Participate as a key stakeholder on critical projects or initiatives impacting the Customer Success team
- Serve as an escalation point to Customer Success leadership
Requirements
- Bachelor's degree or equivalent education and work experience
- Typically, 5+ years with bachelor's or equivalent.
- Demonstrated experience and familiarity with payments products
- An understanding of challenges associated with launching payments products
- Understanding technology needed to launch payments products
- Strong communication skills at all levels of the organization
- Must be self-confident with an ability to communicate effectively with individuals at different levels of an organization
- Working knowledge of what it takes to launch a new payments product or onboard a new payments customer
- Working knowledge of payments related network requirements and basic understanding of regulatory and compliance issues.
- Highly analytical with strong skills in data analytics and data visualization techniques
- Strong understanding of payments and financial technology products and the marketplace
- Executive presence and ability to influence at all levels.
- Exceptional communication (written, verbal, and visual).
- Strategic thinking and problem-solving skills.
- Bias towards action and meeting timelines.
- Ability to manage competing priorities and operate in a fast-paced environment.
- Collaborative – demonstrated ability to synthesize activities across a broad group of stakeholders.
- Travel required up to 25%
Benefits
- Health insurance
- 401(k) retirement benefits
- Life insurance
- Disability benefits
- Paid time off
- Annual performance-based incentive opportunity
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analyticsdata visualizationpayments productsregulatory complianceproject managementdashboard designreporting packagesstrategic planningbusiness strategycompetitive analysis
Soft Skills
strong communicationexecutive presencestrategic thinkingproblem-solvingcollaborationself-confidenceability to influencetime managementadaptabilityanalytical skills
Certifications
Bachelor's degree