Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The Customer Success Manager, Corporate Lending, ensures customers achieve ongoing value, adoption, and satisfaction from Finastra’s Corporate Lending solutions. This role supports banks and financial institutions in optimizing operational performance and business outcomes, acting as a trusted advisor to customer stakeholders while proactively managing adoption, risk, and outcomes. The focus is on retention, customer health, and lifecycle execution within a structured, metrics-driven Customer Success model, blending high-touch engagement with scaled, digital motions.

Responsibilities

Drive customer adoption of Finastra’s Corporate Lending platforms to ensure realization of intended business, operational, and service outcomes.
Develop and maintain Customer Success Plans aligned to customer goals, regulatory requirements, and platform capabilities.
Proactively monitor product usage, adoption trends, and outcome attainment across assigned accounts.
Deliver targeted enablement, training, and adoption programs that support effective use of Corporate Lending workflows and capabilities.
Identify and manage risks proactively, orchestrating resolution of escalations by coordinating internal teams.
Serve as a trusted advisor to operational and executive stakeholders at customer institutions.
Own customer health for assigned Corporate Lending accounts, proactively identifying and mitigating retention risk.
Prepare customers for successful renewals by ensuring value realization, stakeholder alignment, and issue resolution.
Partner with Sales or Account Management on renewal execution, providing customer insight, risk assessment, and advocacy.
Participate in renewal forecasting and retention reporting.
Serve as the primary post-sales point of contact and trusted advisor for assigned Corporate Lending customers.
Recognize and communicate the value of additional Finastra capabilities and services that align with customer Corporate Lending priorities.
Develop and execute Customer Success Action Plans for assigned accounts.
Execute structured engagement models, including onboarding support, success reviews, and executive business reviews.
Manage escalations effectively, coordinating with Support, Professional Services, and Product teams.
Ensure consistent, high-quality customer experiences across the Corporate Lending customer lifecycle.
Provide visibility into performance, risks, and upcoming steps.
Leverage digital Customer Success programs, lifecycle campaigns, and in-product guidance to engage customers at scale.
Use AI-driven insights and health scoring to prioritize engagement and identify churn or adoption risk.
Contribute to the development and execution of one-to-many initiatives such as webinars and enablement content.
Balance high-touch and digital engagement models based on customer segment, complexity, and risk.
Work closely with Product, Engineering, Support, Professional Services, and Risk/Compliance teams to drive customer outcomes.
Provide structured customer feedback to inform product improvements and roadmap priorities.
Advocate internally for customer needs while aligning with Finastra’s operating and compliance standards.
Contribute to internal knowledge sharing and enablement sessions.
Communicate process, tool, and system improvement opportunities to the Customer Success Operations team.

Requirements

Proven experience in Customer Success, Client Services, or Account Management within enterprise SaaS.
Experience supporting financial institutions, lending platforms, trade finance solutions, or other regulated enterprise software.
Proven ability to manage complex customer relationships and influence multiple stakeholders.
Strong analytical skills with experience using customer health, usage, and engagement data.
Excellent communication and executive presentation skills.

Skills

Corporate Lending
Syndicated Lending
Trade Finance
Lending Operations Platforms
Customer Success Platforms
Digital Engagement Tools
Scaled Customer Success Models
Segmented Customer Success Models
SaaS Transformations
Cloud Migrations
Platform Modernization Initiatives

Location

Global

Work Type

Hybrid Working

Experience Level

Enterprise SaaS
Financial Institutions
Lending Platforms
Trade Finance Solutions
Regulated Enterprise Software

Benefits

Unlimited vacation
Hybrid working arrangements
Paid time off for voting
Paid time off for bereavement
Paid sick leave
Confidential one‑to‑one support through Employee Assistance Program
Network of Wellbeing Champions and Gather Groups
Monthly wellbeing events and initiatives
Medical insurance
Life insurance
Disability insurance
Retirement plans
Lifestyle benefits
Paid time off for volunteering
Donation‑matching opportunities
Involvement in inclusion communities
Online learning
Accredited courses through Skills & Career Navigator tool
Global recognition program
Employee feedback surveys
Paid holidays
Flexible working hours
Pension plan
Comprehensive health initiatives

About the Company

Finastra is a global leader in financial services software, dedicated to expanding access to financial services and shaping what’s next for the industry.
Our technology powers mission‑critical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of the world’s top 50 banks, in more than 110 countries.
At Finastra, each individual is unique—bringing their own ideas, perspectives, cultural backgrounds, and experiences.
We learn from one another, value what makes us different, and create an environment where everyone feels included, supported, and able to be their authentic selves.
Our team members are the driving force behind everything we do.
We’re building an environment where bold ideas thrive, careers flourish, and innovation is a shared journey.
Whether you're a recent graduate ready to shape the future or a seasoned professional seeking your next challenge, you’ll play a pivotal role in delivering software solutions that redefine what’s possible in financial services.
We believe growth is a shared commitment.
That’s why we offer a rich ecosystem of learning—from hands-on training and mentorship to leadership development and industry certifications.
You’ll have the freedom to explore new paths, deepen your expertise, and make your mark in a global fintech that’s built for the future.
Our career development isn’t just a program—it’s a promise.
With access to cutting-edge tools, a culture of collaboration, and a community that champions your success, you’ll be empowered to lead, challenge, and create meaningful change.
Because when we grow together, we innovate together—and that’s how we shape what’s next in finance.
We offer incredible career opportunities and your work in close collaboration with fantastic colleagues globally to develop and launch innovative software solutions for our customers.
There is a huge range of engaging projects where you can get stuck-in and add value whilst taking advantage of our ongoing development opportunities to build and hone your skills in your chosen area.
Join us to supercharge your career, collaborate with industry experts, and thrive in a nurturing environment that powers both your professional and personal growth.
With us, you can grow, innovate, and make a real impact.
We go beyond statutory requirements to maximise our offerings, investing in flexible working policies, personal growth opportunities, and well-being programmes.
We are committed to creating a workplace where you feel valued and respected.
We believe this environment drives innovation and we strive to build a team that reflects the varied backgrounds, perspectives, and experiences of our global ecosystem.
This philosophy is at the heart of our culture and the way we work.

Equal Opportunity

At Finastra, each individual is unique—bringing their own ideas, perspectives, cultural backgrounds, and experiences.
We learn from one another, value what makes us different, and create an environment where everyone feels included, supported, and able to be their authentic selves.
Be unique. Be exceptional. Help us make a difference at Finastra.
We strive to build a team that reflects the varied backgrounds, perspectives, and experiences of our global ecosystem.
This philosophy is at the heart of our culture and the way we work.