personetics
The AI Customer Success Partner is responsible for maximizing the value, adoption, and commercial impact of Personetics' AI-driven platform across a large portfolio of North American accounts. The role focuses on digital‑first engagement, using AI‑triggered check‑ins, automated health alerts, and data‑driven insights to drive adoption, retention, and revenue growth while serving as a trusted advisor to customers.
Headquarters
New York, New York, United States
Company Size
201-500 employees
Founded
2011
Personetics is "The Cognitive Banking" company that provides an AI‑powered customer engagement and personal financial management (PFM) platform for banks and financial institutions. Its data‑driven solutions deliver personalized insights, proactive money‑management tools, and contextual financial guidance across digital channels. Personetics serves hundreds of banks in 30+ markets, reaching roughly 150 million banking customers. Banks use its platform to boost customer engagement, drive revenue, and monetize personalized digital relationships.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for personetics.
48% above the average for this role