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Full-Time

Bank & Customer Success Director

Confirmed live in the last 24 hours

Synctera

Synctera

51-200 employees

Platform for creating banking products

Enterprise Software
Fintech

Compensation Overview

$150k - $190kAnnually

Mid, Senior

Remote in USA + 1 more

Category
Customer Success & Support
Customer Success Management
Sales & Account Management
Required Skills
Sales
Communications
Marketing
Requirements
  • Proven track record of at least 4 to 7 years in partner management, with a focus on overseeing strategic accounts, and including experience working with banks or similar financial institutions
  • Knowledge of regulatory frameworks and compliance requirements related to banks and FinTechs
  • Strong interpersonal and communication skills, with the ability to build and maintain relationships, while also having the EQ and agility to understand the requirements of FinTech customers and Synctera
  • Ability to build, maintain, and influence relationships with key decision-makers
  • Strong work ethic and commitment to excellence with the ability to manage multiple projects simultaneously
  • Demonstrated ability to work independently and as part of a team in a fast-paced environment
  • A team player who brings a problem-solving mindset, who can identify areas for improvement, and who takes proactive steps to seek solutions
  • Experience using CRM tools
  • Ability to travel
  • MBA a plus
Responsibilities
  • Develop and execute the business development strategy for banks on our BaaS platform, aligning with the company's growth objectives
  • Create and execute on account plans for strategic FinTech partners
  • Create strong partnerships with our bank partners by understanding their goals, serving as their advocate, and guiding them on their customer journey
  • Collaborate closely with cross-functional teams, including sales, product management, marketing, and legal, to ensure seamless execution of strategic initiatives and successful implementation of solutions
  • Stay updated on industry trends, and regulatory changes within the banking and FinTech sectors, providing market insights and guidance to internal stakeholders
  • Serve as the bank’s primary guide during the process of being matched with FinTech programs, presenting the opportunity, answering inquiries, and coordinating the end-to-end process
  • Conduct demos, workshops, and training with our bank partners to drive optimum adoption and engagement
  • Drive revenue retention and referenceability with your partnerships

Synctera provides a platform for businesses to create and launch their own banking and financial products through Banking as a Service (BaaS). It uses secure application programming interfaces (APIs) to give access to necessary technologies, along with comprehensive documentation to assist in development. Unlike its competitors, Synctera partners with sponsor banks to handle the actual banking services, allowing businesses to focus on their product vision. The goal is to empower companies to offer banking services without needing to become banks themselves.

Company Stage

Series A

Total Funding

$79M

Headquarters

San Francisco, California

Founded

2020

Growth & Insights
Headcount

6 month growth

-11%

1 year growth

-15%

2 year growth

-4%
Simplify Jobs

Simplify's Take

What believers are saying

  • Securing an $18.6 million Series A extension demonstrates strong investor confidence and provides financial stability for future growth.
  • The recent launch of new payments integration and embedded banking platform in Canada highlights Synctera's commitment to innovation and market expansion.
  • Partnerships with notable clients like BTG Pactual and Flutterwave indicate Synctera's ability to attract and retain high-profile customers.

What critics are saying

  • The recent layoffs and restructuring indicate potential financial instability and could affect employee morale.
  • Increased regulatory scrutiny in the BaaS sector may slow down Synctera's growth and complicate its operations.

What makes Synctera unique

  • Synctera's platform leverages a robust set of APIs, enabling businesses to create customized banking products without needing to become banks themselves.
  • The company's partnership model with sponsor banks allows businesses to focus on their unique product vision while Synctera handles the banking logistics.
  • Operating in both the US and Canada, Synctera's dual-market presence provides a broader reach compared to competitors focused on a single region.