Client Success Partner

Job description

**Job Requirements** About the Role The **Client Success Partner** is a key enabler within the Startup Banking team who acts as a bridge between the central startup proposition and the bank’s extensive branch and network channel. This role is responsible for building awareness, driving capability, and enabling acquisition of early and growth-stage startup clients through the branch channel. The ideal candidate brings a strong understanding of the startup ecosystem, exceptional relationship-building skills, and the ability to influence and empower large frontline distribution teams to successfully engage and onboard startups. Key Responsibilities Startup Acquisition Enablement - Partner with regional and branch leadership teams to identify startup-rich micro-markets and build a robust acquisition funnel. - Train, enable, and guide branch and relationship managers to effectively pitch banking solutions to early and growth-stage startups. - Collaborate with Product and Knowledge teams to disseminate relevant pitch decks, product materials, and onboarding toolkits. Ecosystem Expertise & Market Development - Act as the go-to startup expert within the branch channel—sharing ecosystem updates, sector insights, and funding trends to improve field-level confidence. - Work closely with the central Startup Banking team to localize acquisition strategies and recommend segment-specific interventions. Client Onboarding & Success - Ensure high-quality onboarding of startup clients acquired through the branch network by providing the necessary support and guidance to frontline teams. - Help track post-onboarding client engagement to ensure a smooth transition into the Startup Banking program. Channel Engagement - Conduct regular in-branch workshops, engagement sessions, and periodic reviews with key stakeholders to drive focus and momentum. - Serve as a feedback loop between the field and central team to continuously evolve acquisition tools and strategies. Reporting & Performance Tracking - Monitor acquisition targets, lead conversions, and activation metrics for startup customers acquired through the branch. - Share actionable dashboards and performance updates with regional and central leadership teams. **Qualifications & Experience** - 4–8 years of experience in banking, startup engagement, fintech, or ecosystem development roles. - Strong understanding of the startup lifecycle, funding stages, and financial needs of early/growth-stage ventures. - Prior experience working with a distribution-heavy banking model (preferred). - Excellent interpersonal skills and the ability to work cross-functionally with sales, product, and ecosystem teams. - Entrepreneurial mindset with a deep client-first orientation.