The Role
We’re looking for a strategic, customer-obsessed leader to drive Customer Level contribution margin strategy and financial health outcomes for Neo customers, at scale. As our Head / VP, Memberships you’ll own the strategy and execution behind how we engage with our customers through packaged banking solutions and how these value propositions align with Neo’s banking solutions P&Ls. You would drive these outcomes with a strong focus on data-driven personalization, a strong sense of Product Market fit and focus on payback and prioritization for execution.
This is a unique opportunity to shape how our customers see Neo Financial, engage with our solutions and how Neo underpins customer level contribution across the banking team. You’ll also be the quarterback for the roles that our Product level P&Ls play in realizing Neo’s customer centric engagement strategy, ensuring cross-functional delivery programs are aligned with customer engagement and pay-back milestones.
What you'll be doing:
Lead the end-to-end strategy, anchored in customer engagement and via Neo’s Memberships and customer level contribution margin.
Own Memberships Pricing, Value Proposition and Contribution Margin outcomes.
Develop a deep understanding of customer behavior using attribution modeling and financial analysis to drive alignment to key customer segments, Product P&L forecasts and expected growth & marketing outcomes.
Build and scale Membership initiatives across our ecosystem, with an emphasis on driving to tangible financial outcomes that underpin our engagement and customer level contribution.
Collaborate with Banking, Product, Data, and Marketing teams to integrate membership priority features within core banking experiences.
Serve as the quarterback for the roles that our Product level P&Ls play in realizing Neo’s customer centric engagement strategy.
Partner with Analytics and Product to continuously improve the Membership experience, segment mapping, and behavioural triggers.
Drive innovation, competitive and customer research to measure membership strategy effectiveness and drive lift.
Own key metrics including contribution margin, active rates, customer primacy & NPS.
Who we are looking for:
A senior leader with 10+ years of experience in customer strategy, P&L management or customer pricing analytics —ideally in a tech-forward, product-led, or financial services environment; direct to consumer/SMB experience is ideal.
Deep expertise in market strategy, customer segmentation, and pricing models.
Strategic thinker with a strong grasp of customer psychology, financial health motivators, and digital customer journeys.
Proven success building at-scale programs that drive customer cross sell, retention, engagement, and revenue growth.
Strong cross-functional collaborator who can influence stakeholders across Marketing, Finance, Product, Banking and Data.
Passionate about using data and insight to serve real customer needs—especially in the context of improving financial health outcomes.
Working at Neo:
The people who thrive at Neo are resourceful, growth-oriented, and driven to win. We hold ourselves to high standards because we’re on a mission that matters: to build a more rewarding financial future for all Canadians. As individuals and as a team, we constantly challenge ourselves and each other to do our best work for our customers. Our commitment to customer success drives everything we do, from building intuitive products to providing exceptional support at every step of their journey. If this resonates with you, keep reading.
We trust, respect, and support each other. This means honest conversations, constructive input, and continuous support. You’ll be surrounded by people who push you to be your best. We primarily collaborate in person across our Calgary, Winnipeg, and Toronto offices. As we evolve rapidly, we’re looking for change-makers who thrive on challenge—people who would rather blaze a trail through uncertainty than follow a well-paved path.
All team members have a stake in Neo’s success and earn meaningful equity through stock options. This ownership mindset is at the heart of everything we do — when Neo grows, we all grow. If you’ve heard that Neo employees work hard, it’s true. We hold ourselves accountable for delivering on our commitments to our customers, partners, and each other. Working at Neo means taking ownership of your work and driving results, knowing that your contributions directly impact the company’s success.
Apply with us:
We believe in equal opportunity and are committed to creating an inclusive climate where everyone can thrive. Customers trust us with their finances, so successful candidates for this position will be required to undergo a security screening, including a criminal records check and a credit check.
By continuing with your application, you agree to the Candidate Privacy Notice which guides how we process your personal information for the purpose of your application.
