Senior Director of Customer Success (Financial Services)

Senior Director of Customer Success (Financial Services Vertical)



Persado’s cognitive content platform generates language that inspires action. Powered by cognitive computing technologies, Persado arms organizations and individuals with “smart content” that maximizes the efficacy of communication with any audience at scale, while delivering unique insight into the specific triggers that drive action. 

Leading brands such as Citi, MetLife, Microsoft, Neiman Marcus, Staples and Verizon Wireless have realized one billion dollars in incremental revenue and an average uplift of 49.5% in conversions across marketing campaigns using cognitive content.

In 2016, Persado was recognized as a Cool Vendor in Data-Driven Marketing by Gartner Inc., and received the Digiday Signal Award for Best Marketing Automation Platform. Investors include Goldman Sachs, Bain Capital Ventures, StarVest Partners, American Express Ventures and Citi Ventures. 

Persado is a certified “Great Place to Work,” and team members are typically characterized by an unrelenting drive to succeed: in their individual careers, on behalf of the company and its groundbreaking work, and for its impressively innovative customers. Headquartered in New York, Persado spans the globe with teams in San Francisco, Chicago, Athens, London, Rome, Frankfurt, Rio de Janeiro and Lagos. 



What We Are Looking For:

Persado is looking for a Senior Director of Customer Success based out of New York City.  We are seeking an individual contributor with the poise of a leader who will continue to build and evolve our relationship with a Fortune 100 powerhouse in the financial services industry.

The role is focused on ensuring our customers success, driving growth/adoption of our technology, and gleaning strategic insights that improve our product value. You’ll work with a small, experienced, and nimble team of solutions consultants, customer success managers, project managers and sales staff with the shared goal of launching successful campaigns for our customers and exponentially growing the bottom line.

This is a high profile NYC headquarters based role that requires experience in navigating decision-making in a matrix organization, a consultative style and solid analytical chops. The right candidate is truly passionate about marketing and customer advocacy, experienced in building senior level client relationships, and loves taking complex statistical models and simplifying them for the modern marketer.


Drive revenue growth within Persado’s  financial services companies through strategic execution of the Persado solution

Engage with CMOs, CROs and other senior executives to gain support and buy-in for the Persado solution

Create and implement a business plan for financial service clients

Deepen and expand Persado’s relationship with its financial service clients

Manage multi-million dollar account and strategy across multiple business units

Anticipate and articulate client needs to become a trusted advisor



 Proven success in a data driven, analytical role that increases business growth

Desire to transform how key P&L leaders utilize their marketing solutions

Ability to be the expert in a field and use expertise to engender trust and build relationships with business leaders

Loves to challenge entrenched thinking with a sophisticated and proven solution

Knows how to expand relationships across business units


Bonus Qualifications

10+ years’ experience working at an investment bank, credit card division of a large bank, or consulting firm

Experience in establishing and growing senior level relationships with CMOs and P&L owners

Has deep expertise in the financial services vertical, and is comfortable with financial business cases, ROI calculations and data analysis



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