Full-Time
Posh Technologies
51-200 employees
AI solutions for banking customer service
Compensation Overview
$140k - $160k/yr
Senior
Remote in USA
- 5+ years in Client Success, Account Management, or Consulting, preferably in AI, SaaS, or FinTech.
- Proven ability to drive KPIs, retention, and client expansion metrics.
- Strong expertise in AI-powered solutions, consulting clients on implementation and optimization.
- Experience coaching teams on client engagement, AI roadmapping, and strategic expansion.
- Ability to identify growth opportunities and collaborate with sales teams on expansion efforts.
- CRM (Salesforce) proficiency, ensuring accuracy, data integrity, and pipeline tracking.
- Passion for client advocacy, ensuring customer feedback drives product innovation.
- Proactively monitor client health metrics, ensuring high renewal rates.
- Develop and execute strategies that increase product adoption, client engagement, and overall retention.
- Drive renewal success by ensuring clients continuously see measurable value in our solutions.
- Lead clients through their AI journey, helping them build AI roadmaps aligned with their business goals.
- Consult with clients to maximize AI utilization, ensuring they integrate new technologies effectively.
- Act as a trusted advisor, guiding organizations through best practices for AI-driven automation and efficiency.
- Identify upsell and cross-sell opportunities, working closely with Sales to drive revenue expansion, ensuring CSMs work close with the Account Growth Manager.
- Ensure the CSM team is skilled at spotting and articulating AI-driven expansion opportunities.
- Partner with Sales leadership to align client success efforts with revenue and growth strategies.
- Serve as the voice of the customer, gathering insights and feedback to influence product innovation and enhancements.
- Collaborate with Product teams to prioritize feature requests and communicate roadmap updates effectively.
- Strengthen client relationships through proactive advocacy, ensuring their needs are represented internally.
- Oversee the seamless transition from Sales to Client Success, ensuring an exceptional new-client experience.
- Partner with the Product Implementation Managers (PIMs) to streamline onboarding, accelerating time-to-value for new clients.
- Establish best practices for onboarding, training, and early adoption to set clients up for long-term success.
- Define and enforce performance benchmarks, ensuring CSMs consistently meet renewals, expansion, and engagement goals.
- Ensure CRM (Salesforce) accuracy and hygiene, maintaining clean and reliable data for tracking client interactions and expansion opportunities.
- Develop and leverage reporting structures and dashboards to drive insights and data-driven decision-making.
Posh Technologies provides AI-driven solutions specifically designed for the banking sector, focusing on credit unions and community banks. Their main product includes digital and voice bots that assist with customer interactions by answering common questions, routing inquiries to live chat, and completing transactions. This technology allows financial institutions to offer 24/7 customer service, which enhances customer satisfaction and operational efficiency. Posh Technologies differentiates itself from competitors by tailoring its services to the unique needs of smaller financial institutions, helping them save costs and improve their service quality. The company's goal is to transform customer service in banking by providing scalable AI solutions that integrate smoothly with existing systems.
Company Size
51-200
Company Stage
Series A
Total Funding
$27.5M
Headquarters
Boston, Massachusetts
Founded
2018
Simplify's Take
What believers are saying
- Posh secured $45M funding to enhance AI solutions for credit unions and banks.
- The fintech industry in Boston supports innovation and collaboration for Posh.
- Partnership with Inclusiv opens new markets in financial inclusion.
What critics are saying
- Increased competition from fintech companies in Boston like Flywire and Forward Financing.
- Challenges in addressing low to moderate-income households' needs could lead to inequity.
- Talent acquisition challenges due to rapid growth in Boston's fintech ecosystem.
What makes Posh Technologies unique
- Posh specializes in AI-driven solutions for credit unions and community banks.
- The company offers 24/7 customer service through digital and voice bots.
- Posh's AI solutions integrate seamlessly with existing banking systems.
Help us improve and share your feedback! Did you find this helpful?
Benefits
Professional Development Budget
Conference Attendance Budget
Company News
Posh has raised $40+M in financing from leading fintech VCs like Canapi, JAM FINTOP, Curql, TruStage, and Experian Ventures as well as dozens of individual financial institutions that have invested directly into Posh.
Fintech companies in Boston and the wider fintech industry in the city is undergoing a period of transformative rapid growth and innovation. As a hub for cutting-edge financial technology, Boston is home to a ecosystem of fintech startups and established companies that are reshaping the way digital financial services are delivered.By harnessing the power of advanced technologies, fintech companies in Boston are not only enhancing the accessibility and efficiency of financial services but also setting new standards for customer experience. In this dynamic environment, Boston’s fintech companies are playing a crucial role in driving the future of finance, both locally and globally.Leading fintech companies in Boston range from providers of global payments, small business lenders, digital banks as well as digital voice solutionsFlywire: Flywire are a global payments enablement and software company who combine their proprietary global payments network, next-gen payments platform and vertical-specific software to deliver complex payments for their clients and customers. Flywire recently acquired Invoiced, a SaaS platform that enables B2B finance teams and the “Office of the CFO” to automate the critical order-to-cash process.Forward: Forward Financing are fintech company based in Boston who provide fast and flexible working capital to small businesses in the US that have been underserved by traditional financing options. Forward offers revenue-based financing and deliver an upfront sum of working capital in exchange for a set amount of the business’s future revenue.Stride: Stride are a Boston based outcomes-oriented fintech who offer flexible funding products such as Income Share Agreements and Deferred Tuition Agreements that supplement student loans. Stride and its founder have been recognized by Forbes, Harvard and MIT for their fintech innovations and social impact
Posh Secures Strategic Funding Back to HomeBOSTON, MA, Posh AI has announced a Strategic Funding round Led by Curql alongside Canapi Ventures and TruStage Ventures.Posh AI has announced a Strategic Funding round Led by Curql alongside Canapi Ventures and TruStage Ventures. The new investment will fast-track responsible deployment of generative and conversational AI solutions specifically designed to empower credit unions and banks. This latest funding brings Posh's total to over $45 million.(c) by Massinvestor, Inc. For contact info, please check out our about page
New Report Based on Three-Year Initiative Supported by JPMorgan Chase Includes Recommendations for Financial Services Providers and Promising Future Directions for AI DevelopmentBOSTON, June 4, 2024 /PRNewswire/ -- Commonwealth released key insights gleaned from a three-year project supported by JPMorgan Chase designed to achieve the promise of artificial intelligence for all by focusing on ensuring that the needs of households earning low to moderate incomes (LMI) are understood and integrated into financial design and implementations. At this critical inflection point in scaling AI, it is urgent to research and identify the ways in which AI can positively impact the financial lives of these populations, which are disproportionately Black, Latinx and women-led. The report also sheds light on the most promising future directions for technology development.Historically, the design of new technologies has not fully considered the potential benefits and uses for households earning LMI. As a result, innovations in AI may deepen inequity by not considering the impact they can have for consumers of all backgrounds. Much of Commonwealth's Emerging Tech for All (ETA) research focus has been on conversational AI, and providing actionable guidance to financial service providers on how this technology can support the financial security of U.S. workers earning LMI.The new report offers key insights, including:Conversational AI provides a crucial opportunity to improve access for households living on LMI, who are nearly twice as likely to want to bank in person yet have significantly lower rates of access to local bank branches
BOSTON--(BUSINESS WIRE)--Posh AI, the leader in conversational and generative AI solutions purpose-built for the financial industry, today announced the addition of former National Credit Union Administration (NCUA) Board Chairman Rodney E. Hood to its Board of Directors. Hood brings a long-standing legacy of public and private financial services over the last 30 years and a spirit of active participation and qualified advising based on his extensive industry experience. Most notably, he served on the NCUA Board under two presidential administrations. “We are deeply honored to welcome Mr. Rodney Hood to our Board of Directors,” says Posh AI’s CEO and Co-Founder Karan Kashyap