We are a hybrid, remote-office company dedicated to growing our talent anywhere!
We have onsite locations in: Sioux Falls, SD, Scottsdale, AZ, Louisville, KY, Troy, MI, Franklin, TN, Easton, PA.
At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.
We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success. We celebrate, and embrace, our team members through our *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.
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.
#LI-Remote
Don’t have everything listed under qualifications? If you’re excited about this role but your experiences don’t match exactly to everything in the posting, we encourage you to apply anyway. You may be just the right candidate for this or other Pathward roles. Pathward is an equal employment opportunity employer and considers candidates for roles without regard to their race, sex, national origin, ethnicity, age, disability or any other category protected by law.
Who we are:
Our commitment to inclusion is woven into our DNA. We believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.
We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, transgender status, pregnancy, national origin, age (age 40 and over), disability, genetic information, marital status, hair texture or hairstyle, ancestry, service in the uniformed services, protected veteran status, status as a victim of domestic violence or any other class protected by federal, state and local laws.
Please click here to learn more about our benefits and review information about our Privacy Policy, Affirmative Action Plan and other notices. Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. For assistance completing an application, please contact a Pathward People & Culture Representative by emailing – [email protected]
Please click here to view Pathward's Applicant Privacy Notice.
Applications will be accepted for a minimum of 3 days after posting, and there is no predetermined date by which applications should be submitted.
Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights.
Candidate Scam WarningWe encourage you to be cautious of hiring scams that impersonate Pathward. Copy and paste the following URL into your browser to learn more: https://www.pathward.com/about-us/people-culture/careers/
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