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Job Title- CLIENT ENGAGEMENT DIRECTOR/PROGRAM DIRECTOR

Project Location – REMOTE WITH 25% TRAVEL (EXPENSES PAID)

Duration- Fulltime

Visa- USC

Must have Valid LinkedIn profile.

Job Description-: 100% remote up to 25% travel. (expenses paid)

Must have experience from the Fintech companies.

Must be an expert in banking as well as digital Saas Program Management.  

Three total openings. 

Candident must be very polished with people skills. There is no selling involved with this position, the Client Engagement Director gets the account after the sale is closed.  Will be best to search for Program Directors as opposed to Client Engagement which usually involves participation in the sales effort.  

Our client is a powerhouse quietly transforming how banks and credit unions connect with their customers across mobile, in-branch, and online, regardless of their core system. With a client list that includes the top three mobile banking apps in the U.S., this innovator is shaping the future of digital finance. Their platform? An expansive ecosystem of ready-to-deploy tools and plug-and-play integrations. Their secret sauce? 
An API-first architecture and robust developer toolkit that lets financial institutions build smarter, move faster, and serve customers better wherever they are.

We seek a Large Financial Institution Client Engagement Director, a strategic, business-savvy professional who will serve as the primary point of contact for all project delivery work and any support issues involving of small group of banking and credit union clients. This role will be part of a larger team supporting the company's top 75 clients. This Account Lead is critical in delivering a seamless and client-centric experience across our clients’ digital banking and branch transformation solutions. As an Client Engagement Director, you’ll be the strategic partner for our Digital Sales Manager (DSM), who will share client relationship responsibilities and be responsible for driving incremental sales. You will orchestrate the end-to-end client journey from a delivery and support perspective, from initial onboarding of new products and services to post-launch expansion, ensuring adoption, satisfaction, and long-term satisfaction. This role combines program and relationship management, digital transformation leadership, and technical expertise, making you a central figure in driving optimal client health and, by extension, the business objectives of our clients.

What You’ll Be Doing
• Serve as the trusted advisor and primary relationship owner for 5–7 key financial institution accounts, acting as the face in terms of project delivery and support.
• Track account health by working with program managers and others, while leveraging engagement tools; delivering executive reporting and strategic insights on client performance, satisfaction, and suggestions for improve.
• Act as the voice of the customer across internal teams (Operations, Product, Engineering), ensuring alignment and transparency throughout.
• Along with the DSM, conduct executive check-ins, QBRs, and roadmap reviews to reinforce value delivery and strategy.
• Oversee delivery and support metrics such as on-time/on-budget, outstanding support issues, mean time to resolution, etc.
• Ensure core system integrations, teller tech upgrades, and customer self-service channels launch smoothly and on time.
• With the DSM, identify upsell, cross-sell, and co-innovation opportunities across digital and in-branch product lines.

Provide key input into the product feedback and feature requests to influence roadmap prioritization and market differentiation.
• Deliver executive-level insights on account health and engagement.

Qualifications
• 6-8+ years in enterprise client leadership, onboarding, or program management in SaaS, fintech, or banking tech.
• Deep knowledge of the financial services landscape, especially related to digital transformation, customer experience innovation, and branch modernization
• Proven ability to lead complex, multi-stakeholder accounts with high-value implementations and long-term engagement strategies
• Experience leading multi-phase SaaS implementations with cross-functional and client-side stakeholders.
• Familiarity with core banking systems, digital onboarding, SSO/API integrations, and teller system evolution.
• Passion for client impact, innovation, and shaping the future of retail and commercial banking through technology.
• Executive presence with persuasive communication and consultative skills.
• Hands-on with CRM (e.g., Salesforce), collaboration platforms (e.g., Jira, Asana), and success frameworks (e.g., Gainsight, customer journey mapping).