Trish North

Trish North Email and Phone Number

Sr. Director, Customer Success @ Backbase
West Palm Beach, FL, US
Trish North's Location
West Palm Beach, Florida, United States, United States
About Trish North

AboutExecutive leader with 10+ years of experience leading key growth initiatives for two fintech start-ups, financial institutions and a global provider of financial services technology. Skilled in leveraging scalable, repeatable processes to deliver innovative, effective solutions and strategies. Proven progressive career reflecting strong management experience building and leading teams to exceed aggressive Key Performance Indicators. ✔ Instrumental in launching Union Federal Saving's nationwide online bank presence, online account opening, mobile banking, and other ancillary capabilities for its high yield money market account growing it to more than $100 million in deposits.✔ Critical member of PerkStreet Executive Management team that grew the company to ~$500M in transactions per year.✔ Fiserv sales and product support for strategic presentations resulting in over $10M in pipeline opportunities, early contract renewal discussions and net new client acquisitions at the top tier of the company's target market.✔ Founder of first Retail Strategy Advisory Council for the Open Solutions division of Fiserv which afforded customers the opportunity to collaborate and engage with other strategy councils within the greater Fiserv in support of the 'voice of the customer' initiative.✔ Co-Founder of Numerated Growth Technologies, which was developed in 2015 within and for Eastern Bank. After growing Eastern’s small business lending portfolio 4X and its rates 2X, the technology was spun-out in 2017 as an independent company. Key contributor in numerous initial deals post spin out encompassing sales, implementations and customer success. In November 2024, Numerated Growth Technologies was acquired by Moody's Analytics, Inc,✔ Championed the design, development and implementation of the member onboarding strategy of Alloy Labs Alliance that nurtured engagement and product knowledge as it realized 350% membership growth.Specialties:✔ Operations✔ Customer Relationship Management: Onboarding, Engagement, Success and Retention✔ Team Building | Employee Engagement✔ Organizational Development✔ Risk Mitigation✔ Project Management✔ Product Strategy✔ Revenue Growth✔ Implementation Management

Trish North's Current Company Details
Backbase

Backbase

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Sr. Director, Customer Success
West Palm Beach, FL, US
Trish North Work Experience Details
  • Backbase
    Sr. Director, Customer Success
    Backbase
    West Palm Beach, Fl, Us
  • Loanpro
    Senior Enterprise Customer Success Leader
    Loanpro Mar 2024 - Present
    Farmington, Ut, Us
    LoanPro is the only scalable API-first, modern lending platform, which enables lenders to innovate quicker, bringing lending programs to market that drive profitable loan growth while optimizing operational efficiency.
  • The Postage, Inc.
    Customer Success Advisor
    The Postage, Inc. Jan 2024 - Present
    Houston, Tx, Us
    The Postage® is a people-first fintech offering a comprehensive life planning and succession software platform for families and small businesses that connects banks with the tech-savvy generation that will inherit $72.6 trillion over the next 25 years. The Postage helps banks, credit unions, and partners across the US build multi-generational relationships with retail and small business customers while increasing deposits, new accounts, and non-interest income.
  • Alloy Labs
    Venture Partner
    Alloy Labs Aug 2020 - Present
    United States, Us
    For fearless bank leaders who want an unfair advantage and a competitive edge, Alloy Labs is a powerful force multiplier as a consortium of innovative banks and SaaS provider that drives exponential growth through unique partnerships, co-created solutions, and strategic investments.With 80+ banks and over $250 billion in assets, we reach more than 50 million consumers and 10 million small businesses. Our combined strength means members can compete as a top 15 bank.
  • Alloy Labs
    Director, Cu Product Strategy
    Alloy Labs May 2022 - Jan 2024
    United States, Us
  • Alloy Labs
    Evp, Member Success | Managing Director
    Alloy Labs Aug 2018 - Aug 2020
    United States, Us
  • Nymbus
    Chief Customer Officer
    Nymbus Mar 2021 - May 2022
    Jacksonville, Florida, Us
    Nymbus provides a fresh perspective on growth for brands, banks, fintechs and credit unions with the technology and support to make it happen.
  • Numerated
    Co-Founder | Consultant
    Numerated Aug 2018 - Apr 2021
    Boston, Massachusetts, Us
    Numerated was founded to help banks thrive in the new lending market by leveraging data science and automation: improving their profitability, averting the competition, and attracting new customers for sustained growth.Unlike other fintech companies that compete with banks, Numerated was built for banks, incubated inside a bank, funded by banks, and is backed by and partnered with the world's largest bank technology company.
  • Numerated
    Svp, Enterprise Customer Success | Co-Founder
    Numerated Apr 2017 - Jul 2018
    Boston, Massachusetts, Us
    The technology and team were spun out of Eastern Labs as an independent company to create Numerated Growth Technologies
  • Eastern Labs - Eastern Bank
    Svp, Digital Solutions Sales & Implementations
    Eastern Labs - Eastern Bank Jan 2016 - Apr 2017
    Eastern Labs (http://labs.easternbank.com) creates new technologies using banking’s rich data and digital assets as the raw materials for experimentation. The Labs provide an environment where financial technologies can be rapidly prototyped, tested, and deployed. With full access to the digital and data assets of Eastern Bank, Eastern Labs can easily tap into the networks, balance sheets, and partners that power the industry.When experiments are successful, Eastern Labs spins out those technologies into new business or spins them back in to Eastern Bank, providing multiple avenues for monetization. The Labs provide the intellectual property, talent, and capital for these new businesses to grow rapidly. Eastern Labs also partners with other companies who could benefit from access to the Labs, our insights, or capital. Follow Eastern Labs @easternlabs.
  • Fiserv
    Director, Retail Strategy & Product Manager
    Fiserv Oct 2013 - Dec 2015
    Milwaukee, Wisconsin, Us
  • Perkstreet Financial
    Vice President, Bank Operations
    Perkstreet Financial Oct 2011 - Sep 2013
    Us
  • Union Federal Savings Bank
    Director, Bank Operations | Security Officer
    Union Federal Savings Bank Jan 2008 - Oct 2011
  • Peoples Credit Union
    Deposit Operations Manager
    Peoples Credit Union Oct 2001 - Sep 2007
    Middletown, Ri, Us

Trish North Skills

Banking Vendor Management Financial Services Leadership Team Building Project Management Risk Management Business Strategy Retail Banking Strategy Performance Management Financial Analysis Process Improvement Finance Competitive Analysis Business Development Executive Management Mergers And Acquisitions Credit Investments Analysis Start Ups Financial Modeling Analytics Management Management Consulting Due Diligence Business Process Improvement Pragmatic Marketing Certification Product Management

Trish North Education Details

  • Villanova University
    Villanova University
    Human Resources Management And Services
  • Salve Regina University
    Salve Regina University
    Financial Management

Frequently Asked Questions about Trish North

What company does Trish North work for?

Trish North works for Backbase

What is Trish North's role at the current company?

Trish North's current role is Sr. Director, Customer Success.

What is Trish North's email address?

Trish North's email address is tr****@****erv.com

What schools did Trish North attend?

Trish North attended Villanova University, Salve Regina University.

What are some of Trish North's interests?

Trish North has interest in Animal Welfare, Social Services, Education, Health.

What skills is Trish North known for?

Trish North has skills like Banking, Vendor Management, Financial Services, Leadership, Team Building, Project Management, Risk Management, Business Strategy, Retail Banking, Strategy, Performance Management, Financial Analysis.

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