About Us
Sympera AI is an Agentic-AI platform designed for relationship banking, helping bankers focus on the right clients, initiate meaningful conversations, and achieve measurable results. The platform empowers relationship managers of all experience levels to deliver consistent, high-quality client engagement. Sympera AI supports banks in scaling personalized service, regardless of client size or portfolio complexity. By combining advanced AI with practical workflows, Sympera AI enables teams to work smarter, deepen relationships, and drive sustainable growth.
Role Description
As our
Senior Customer Success Manager
, you'll own a focused, high-touch portfolio of small-to-midsize bank customers from go-live through expansion. This is a build-from-scratch role: partnering closely with our Chief of Business & Marketing, you'll stand up the playbooks, onboarding motions, and adoption frameworks that define Customer Success at Sympera. You'll be the person who turns a signed contract into bankers logging in every day and citing Sympera as the reason they won the deal.
What you'll do
- Lead implementation & onboarding.
Drive each new bank from kickoff to first value, coordinating data integration, configuration, and go-live in live bank environments alongside our product and engineering teams.
What success looks like (first 6–12 months)
- Measurable, rising
active-banker adoption rates
across your portfolio
- A repeatable onboarding playbook live and in use
- A pipeline of
customer references and case studies
the team can sell with
Qualifications
- 5+ years in B2B SaaS Customer Success
, owning enterprise or mid-market accounts with strong retention and adoption outcomes
Nice to have
- Familiarity with AI / agentic-AI products or a genuine curiosity to go deep on them
- Experience as an early or first CS hire at a startup
Location & travel
Fully remote within the United States.
Occasional travel for customer visits and team meetings (
under 10%
).
Sympera AI is an equal-opportunity employer. We celebrate diversity and are committed to building an inclusive team. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
