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.