Client Partner

• Conduct personnel management activities including performance management
• Create a supportive environment for team engagement
• Implement strategy with senior management
• Collaborate to ensure customer needs are prioritized
• Evaluate current processes for issues and efficiencies
• Manage queries and concerns promptly and effectively

Client Manager

• Own a portfolio of Core Accounts (Segment A), monitoring engagement and health at scale.
• Execute adoption campaigns and proactive touchpoints to reduce churn.
• Identify at-risk accounts and implement mitigation strategies using standardized processes.
• Identify upsell and cross-sell opportunities using scalable programs.
• Collaborate with Rates and Product teams to support expansion efforts.
• Partner with internal teams to ensure consistent account management practices.
• Serve as a point of escalation for junior CSPs on client issues.
• Track and analyze engagement, adoption, and retention metrics.
• Optimize use of automation and reporting tools to manage high-volume portfolios.

Client Success Partner

• Plans and oversees enterprise-level support and service activities for company products and services for designated partners.
• Develops partner relationships and deep understanding of partner business.
• Creates partner-specific strategic account plans.
• Champions partner’s business development initiatives within Pathward.
• Identifies and drives new product opportunities within Pathward.

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Client Manager

Client Success Partner

Partner Development Executive II