Customer Success Manager, Data Intelligence

Lead the Way to Intelligent Banking with Us!

You might not think about what happens behind the scenes when you check your bank balance or deposit a check from your phone, but we do. Every day.

Kinective empowers banks and credit unions to move beyond keeping up with technology to shaping the future of banking. Our platform connects the systems financial institutions rely on, makes their data more useful, and helps their teams act on better information.

We are a fast-growing team built on individual ownership, company-wide collaboration, and setting industry-leading standards. Here, new ideas are encouraged, candid feedback is welcomed, and your growth matters as much as the company's.

Kinective Data Intelligence brings together data from core banking systems, lending platforms, digital banking, contact centers, marketing systems, cards, and other business applications. It then helps financial institutions visualize and activate that data through reporting, dashboards, workflows, predictive analytics, and role-specific business use cases.

The platform only creates value when customers use it consistently to make better decisions and take action. We are seeking a Customer Success Manager who can help execute and continuously improve that adoption and value-realization motion.

You will help customers move from implementation to sustained usage. You will establish success measures, lead monthly progress and prioritization meetings, coordinate customer priorities with Professional Services capacity, and help customer teams build the habits and capabilities required to realize value from Data Intelligence.

For a customer that owns only Data Intelligence, you will serve as the primary Client Success Manager. For a customer that owns multiple Kinective products, you will serve as the Data Intelligence overlay, partnering with the primary CSM who owns the broader relationship and overall account coordination.

This role is best suited for someone who has driven adoption of a complex data, analytics, business intelligence, workflow, or SaaS platform. Banking experience is valuable, but the ability to change customer behavior and demonstrate measurable value is more important.

· Build and maintain a measurable adoption and value-realization plan for each assigned Data Intelligence customer.

· Translate customer business priorities into target use cases, users, milestones, owners, and measurable outcomes.

· Establish adoption baselines and monitor usage, engagement, workflow activity, dashboard utilization, recurring reporting, and other available product signals.

· Help customers sequence adoption across Data Intelligence capabilities, including the data lakehouse, Business Intelligence, reporting, dashboards, workflows, predictive analytics, and other applicable modules.

· Identify adoption barriers such as unclear ownership, insufficient training, weak executive sponsorship, data-quality concerns, competing priorities, or limited client capacity.

· Connect product usage to business outcomes such as growth, operational efficiency, member experience, risk management, profitability, or executive visibility.

· Lead a monthly customer meeting that reviews progress from the prior month, confirms adoption and delivery status, identifies risks and decisions, and aligns on priorities for the next month.

· Convert monthly discussions into a clear action plan with owners, dates, dependencies, and customer commitments.

· Coordinate with the Project Manager and Professional Services team to confirm that proposed priorities fit within purchased or approved PS capacity.

· Surface remaining-hours, out-of-scope, sequencing, change-control, or delivery-capacity risks before commitments are made to the customer.

· Keep the monthly cadence forward-looking and action-oriented rather than allowing it to become a status-only meeting.

· Hold office hours, webinars, workshops, and role-based enablement sessions that help customers apply Data Intelligence to real business questions and…