Extractable

• Build and maintain connections with Q2, Banno (Jack Henry), Alkami, and other digital banking platforms to ingest member data, account information, and transaction feeds • Own integrations with HubSpot and Salesforce: contact syncing, deal tracking, custom property mapping, and workflow automation • Connect with MeridianLink, Origence, Fiserv, nCino, Blend, Withclutch, and other LOS/OAO platforms to track application funnels and conversion data • Work with new clients to configure and test integrations during setup, including credential management, field mapping, and data validation • Build alerting and logging around integration health; diagnose and resolve data sync failures, authentication issues, and schema changes

• Set the creative bar. Inspire the team and clients alike with design that's both visually exceptional and grounded in strategy, data, and user insight. • Collaborate across disciplines. Partner with UX designers, interaction designers, strategists, and developers to define creative direction and deliver outstanding digital experiences across web, mobile, and emerging platforms. • Own the craft. Translate wireframes, functional specifications, and prototypes into high-fidelity design that brings the user experience fully to life — across desktop, tablet, and mobile. • Champion innovation. Continuously push the boundaries of what's aesthetically and technologically possible within our clients' industries. • Mentor and elevate. Invest in junior creative team members and foster a culture of cross-discipline collaboration and shared craft. • Deliver with consistency. Manage multiple projects simultaneously, meet deadlines in a fast-paced agency environment, and maintain an uncompromising standard of quality from concept through delivery. • Be a client partner. Show up with confidence and clarity in client-facing presentations, translating complex design decisions into compelling narratives.

• Serve as the primary strategic contact for an assigned portfolio of credit union and community bank clients, building trusted advisor relationships with key stakeholders and C-suite executives • Conduct regularly scheduled executive business reviews to align on goals, review platform performance metrics, and identify opportunities for deeper engagement • Proactively identify and address risks to client satisfaction and retention before they escalate • Partner with clients and internal teams during onboarding to ensure a seamless, successful implementation of the Finalytics.ai platform • Set clear milestones, communicate progress, and advocate for client needs across product, engineering, and support teams • Identify opportunities for clients to expand their use of Finalytics.ai products and services to drive additional member value and revenue outcomes • Collaborate with the sales team on renewal strategy, upsell opportunities, and referrals within the client's network • Own retention and expansion KPIs for your portfolio and report progress to internal and client leadership • Proactively share best practices, platform updates, personalization strategies, and relevant industry insights with assigned clients • Educate clients on how to maximize the Finalytics.ai platform beyond day-to-day usage - driving innovation, efficiency, and member growth • Represent Finalytics.ai at industry conferences and events as a subject matter expert in personalization and member engagement • Partner with internal teams, including product, marketing, and engineering, to surface client feedback, prioritize enhancements, and improve the overall customer experience • Contribute to the continuous development of account management processes, playbooks, and best practices • Report on portfolio health metrics, retention performance, and quarterly initiative progress to internal leadership