Not your desired role?
What You Will Do
- Own and grow a portfolio of US credit union clients, building strong executive relationships and driving long-term customer success.
- Lead strategic conversations (EBRs) that clearly demonstrate business impact—member growth, loan volume, speed to market, and operational efficiency.
- Identify and unlock expansion opportunities within accounts, shaping roadmaps that drive future revenue and align with customer strategy.
- Oversee large-scale transformation programs, ensuring strong governance, alignment across stakeholders, and delivery focused on business outcomes.
- Drive platform adoption and value realization, enabling customers to scale usage and build internal capability on the FintechOS platform.
- Contribute to practice growth by mentoring team members, supporting pre-sales, and shaping the Customer Success approach for North America.
What We Are Looking For
You need to be based in the US (ideally Florida) with valid work authorization. Beyond that, what really matters is:
- Deep credit union industry knowledge — including familiarity with the cooperative governance model, NCUA regulatory framework, core processing platforms (Fiserv DNA, Symitar / Episys, Corelation Keystone, or equivalent), and the member-first values that differentiate credit unions from commercial banks.
- Proven track record of governing large-scale financial technology transformations — ideally including core system modernisation, digital account opening, loan origination platforms, or embedded lending programs. You know where these programs break down and how to prevent it.
- Demonstrable success growing and retaining strategic accounts — with outcomes measured in NRR, renewal rates, and expansion revenue, not delivery milestones alone.
- Track record of building trusted relationships with credit union CXOs, Board-level stakeholders, and transformation leadership — and the executive presence to operate credibly at that level.
- Excellent written and verbal communication skills at executive level; experience presenting to credit union boards or executive committees is a strong advantage.
- High ownership mentality: you treat the credit union’s member outcomes as your own, you operate proactively, and you do not wait to be told what needs attention.
What Makes You Stand Out
- Experience working within or alongside a SaaS platform vendor serving the credit union or community banking space — understanding of subscription economics and platform adoption cycles.
- Familiarity with credit union technology ecosystems: CUSO relationships, core-adjacent integrations, digital banking platforms (Lumin, NCR, Q2), and payment networks (Velera, PSCU).
- Experience with Customer Success platforms (Gainsight, ChurnZero, or equivalent) and program tooling (Jira, Confluence, Smartsheet, or similar).
- Relevant certification: PMP, PRINCE2, or Certified Customer Success Manager — valued but not required.
Our culture:
- We are a highly motivated team, tackling significant technical challenges in one of the biggest industries in the world. We are driven by the impact our work can have on millions of people globally.
- At FintechOS, we strive to be the place where a diverse mix of talented people want to come, stay, and do their best work. Our commitment to diversity and inclusion is reflected in our people, our partners, and our customers.
- We are fully focused on equality and believe deeply in diversity of race, gender, sexual orientation, religion, ethnicity, national origin, and all the other wonderful characteristics that make us different.
Quick Facts:
- We are a venture-backed business co-headquartered in New York and London.
- We serve international clients across North America and Europe.
- Our customers range from globally strategic companies like Groupe Société Générale, Admiral Group, and BPCE Oney to game-changing players like Vibrant, eMag, and Howden.
- Our partners include both niche consulting agencies and global consulting firms and systems integrators, including Deloitte, EY, and PwC.