Full-Time

Bank & Customer Success Director

Posted on 8/1/2024

Synctera

Synctera

51-200 employees

Platform for creating banking products

Fintech
Financial Services

Compensation Overview

$150k - $190kAnnually

Senior

No H1B Sponsorship

Remote in USA + 1 more

More locations: Remote in Canada

Candidates must be located and authorized to work in the US or Canada.

Category
Customer Success
Customer Success & Support
Customer Success Management
Sales & Account Management
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 and offers documentation to assist in product development. Unlike its competitors, Synctera partners with sponsor banks to handle the actual banking services, allowing businesses to focus on their unique offerings. The goal of Synctera is to expand its platform in the US and Canada, enabling more companies to innovate in the banking space.

Company Stage

Seed

Total Funding

$86.6M

Headquarters

San Francisco, California

Founded

2020

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

4%
Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for embedded finance boosts Synctera's market potential.
  • Open banking initiatives align with Synctera's fintech-bank partnership model.
  • Digital transformation in banking creates opportunities for Synctera's agile solutions.

What critics are saying

  • Increased regulatory scrutiny may slow Synctera's growth and operations.
  • Recent layoffs suggest potential financial instability or strategic shifts.
  • Competitive BaaS landscape pressures Synctera to innovate and maintain market share.

What makes Synctera unique

  • Synctera offers a unified API platform for launching diverse financial products.
  • The company partners with sponsor banks to provide comprehensive banking services.
  • Synctera's platform supports both US and Canadian markets, enhancing its geographical reach.

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Benefits

Health Insurance

Health Savings Account/Flexible Spending Account

401(k) Retirement Plan

Mental Health Support

Unlimited Paid Time Off

Home Office Stipend

Stock Options

INACTIVE