Client Success Team | Kasasa

Stay on track with our team of experts.

Our clients' success is our number one priority. Your Kasasa team includes experts in marketing, retail, compliance, and training to ensure you meet your goals and identify opportunities to accelerate your success. We use a decade's worth of data from more than 800 community financial institutions to recommend strategies that are proven to succeed.

Meet the team

Client Success Manager

Oversees the performance of your entire Kasasa program.

  • Helps with product design to ensure you're meeting your goals
  • Provides actionable insights and strategies based on data
  • Leads quarterly health reviews

Client Marketing Manager

Guides your entire marketing strategy.

  • Provides best practices and expertise from over 1,000 executed marketing plans
  • Leverages consumer segmentation to find the best targets for you
  • Creates an annual recommended marketing plan for your institution

Retail Experience Consultant

Sets your staff up with a comprehensive retail development program.

  • Develops e-learning modules and training through our RED Channel
  • Leads a high-energy kickoff and a leadership workshop
  • Provides continuous guidance and support on training and mystery shopping

Launch Project Manager

Your point person during the Kasasa launch process.

  • Ensures your launch is seamless from beginning to end
  • Coordinates the work from their cross-functional team members at Kasasa
  • Keeps you on track so your launch is on time

Technical Support Engineer

Having technical issues after your launch? We’re here for you.

  • Dedicated post-launch support
  • Monitors daily flow of information from your core to our rewards processing software
  • Ensures all account holders get the correct rewards each month


A leader at your financial institution.

  • Provides Kasasa program objectives and goals
  • Controls budgets
  • Executes plan

Your service, vision, goals, and team are amplified by our partnership together.