Business Strategy Partner, Senior (Customer Success)

About the Role:

Act as a strategic partner to the Customer Success Leadership Team, aligning vision with execution and driving collaboration across teams. This role will facilitate information flow within Pathward providing updates for President, CEO and Board consumption as well as developing strategies to keep all Customer Success employees well informed. This role combines data-driven insights with strategic decision-making to improve operational efficiency and accelerate results. Responsibilities include managing high-impact projects, advising on business strategy, and acting as a liaison between leadership and key stakeholders.

What You Will Do:

• Acts as a thought partner to senior Customer Success leadership, providing insights and recommendations on business strategies, priorities, operational risks, and emerging trends.
• Understands the competitive market place and can provide assessments of emerging trends and market analysis.
• Prepares briefing materials, executive summaries, and strategic updates for leadership meetings and external engagements.
• Coordinates and manages cross-functional initiatives aligned with Customer Success organizational goals.
• Designs and maintains advanced dashboards and reporting packages for executive and board-level presentations.
• Translates complex data sets into compelling visual narratives that inform strategic decisions.
• Partners with analysts and business units to ensure accuracy, relevance, and clarity of data outputs.
• Owns the Customer Success Operating Rhythm
• Works with key stakeholders within the Division to formalize the governance process.
• Develops the associated processes to prioritize key work associated with technology
• Develops and owns the Customer Success Dashboard
• Develops and conduct Monthly/Quarterly Customer Success business reviews
• Works with key Pathward stakeholders in providing updates needed for the President, CEO, Board or others
• Participates as a key stakeholder on critical projects or initiatives impacting the Customer Success team
• Serves as a liaison between senior Customer Success leadership and internal/external stakeholders to facilitate communication and decision-making.
• Serves as an escalation point to Customer Success leadership on key initiatives.
• Develops frameworks for prioritization and resource allocation to support leadership decision-making.
• Identifies process improvement opportunities and implement solutions to enhance efficiency.
• Develops communication plan for the Customer Success organization
• Other duties as assigned.

What You Will Need:

• Bachelor's degree or equivalent education and work experience
• Typically, 5+ years with bachelor's or equivalent.
• Demonstrated experience and familiarity with payments products
• An understanding of challenges associated with launching payments products
• Understanding technology needed to launch payments products
• Strong communication skills at all levels of the organization to include presentations to executives and interactions with executives at customers
• Must be self-confident with an ability to communicate effectively with individuals at different levels of an organization
• Working knowledge of what it takes to launch a new payments product or onboard a new payments customer
• Working knowledge of payments related network requirements and basic understanding of regulatory and compliance issues.
• Highly analytical with strong skills in data analytics and data visualization techniques
• Strong understanding of payments and financial technology products and the marketplace
• Executive presence and ability to influence at all levels.
• Exceptional communication (written, verbal, and visual).
• Strategic thinking and problem-solving skills.
• Bias towards action and meeting timelines.
• Ability to manage competing priorities and operate in a fast-paced environment.
• Collaborative – demonstrated ability to synthesize activities across a broad group of stakeholders.
• Travel required up to 25%

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range: $72,000 – $120,000

The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future.
This role is also eligible for an annual performance-based incentive opportunity. Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

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