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About the Role

This is a high-impact, enterprise-level role reporting directly to the Chief of Staff, sitting at the centre of strategy execution, governance, and value delivery for one of Finastra’s most important businesses. This is an exciting opportunity for someone who can combine strategic thinking with strong execution discipline, and who thrives in complex, matrixed environments with senior-level exposure.

Responsibilities

• Drive customer adoption, value realization, and business outcomes across a portfolio of Corporate Lending customers.
• Develop and execute Customer Success Plans aligned to customer objectives and strategic priorities.
• Monitor customer health, usage trends, and risk indicators, proactively addressing challenges and escalation management.
• Lead customer engagements including onboarding, success reviews, and executive business reviews.
• Partner with Sales teams to support renewals, increase retention, and identify expansion opportunities.
• Act as a trusted advisor and executive sponsor for key strategic accounts.
• Support customer transformation initiatives including cloud migration, platform modernization, upgrades, and SaaS adoption.
• Drive adoption of new product capabilities and promote best practices for change management and user adoption.
• Collaborate with Product, Engineering, Support, and Professional Services teams to resolve issues and improve customer outcomes.
• Provide customer insights and feedback to influence product strategy and service improvements.
• Contribute to revenue retention, customer satisfaction, and overall portfolio growth through effective customer engagement.

Requirements

• 8+ years of experience in Customer Success, Account Management, Client Services, or similar customer-facing roles within enterprise software/SaaS environments.
• Proven success managing complex enterprise customer portfolios and driving retention and renewal outcomes.
• Experience within financial services, corporate lending, banking technology, or trade finance.
• Strong executive stakeholder management and customer engagement skills.
• Demonstrated ability to operate within metrics-driven Customer Success frameworks using customer health and adoption data.
• Experience leading customer transformation initiatives, including cloud adoption, SaaS migrations, or platform modernization.
• Excellent communication, presentation, and relationship-building skills across technical and business audiences.
• Strong analytical and problem-solving capabilities with a proactive approach to risk management.
• Experience with Corporate Lending solutions such as Loan IQ, Trade, or Corporate Channels is highly desirable.
• Previous people leadership or team management experience is advantageous.

Skills

• Customer Success
• Account Management
• Client Services
• Enterprise Software
• SaaS
• Financial Services
• Corporate Lending
• Banking Technology
• Trade Finance
• Stakeholder Management
• Customer Engagement
• Metrics-driven frameworks
• Customer Health Data
• Adoption Data
• Cloud Adoption
• SaaS Migrations
• Platform Modernization
• Communication
• Presentation
• Relationship-building
• Analytical skills
• Problem-solving
• Risk Management
• Loan IQ
• Trade
• Corporate Channels
• People Leadership
• Team Management

Work Type

• Hybrid working arrangements
• Flexible working hours

Experience Level

• 8+ years of experience

Benefits

• Unlimited vacation, subject to local regulations and business priorities.
• Hybrid working arrangements.
• Inclusive policies such as paid time off for voting, bereavement, and sick leave.
• Confidential one‑to‑one support through our Employee Assistance Program.
• Access to Wellbeing Champions and Gather Groups.
• Monthly events and initiatives designed to help you thrive.
• Medical insurance.
• Life insurance.
• Disability insurance.
• Retirement plans.
• Lifestyle benefits.
• Paid time off for volunteering.
• Donation‑matching opportunities.
• Involvement in inclusion communities.
• Access to online learning and accredited courses through our Skills & Career Navigator tool.
• Global recognition program, Finastra Celebrates.
• Regular employee surveys.
• Paid holidays.
• Pension plan.
• Comprehensive health initiatives.

About the Company

• Global leader in financial services software, dedicated to expanding access to financial services and shaping what’s next for the industry.
• 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.
• Committed to broadening access to financial services and shaping the future of banking.
• Solutions support over 7,000 customers, including 80% of the world’s top 50 banks, across more than 110 countries, powering mission‑critical capabilities in Universal Banking, Payments, and Lending.
• Building an environment where bold ideas thrive, careers flourish, and innovation is a shared journey.
• Offer a rich ecosystem of learning—from hands-on training and mentorship to leadership development and industry certifications.
• Freedom to explore new paths, deepen expertise, and make a mark in a global fintech that’s built for the future.
• Career development is a promise with access to cutting-edge tools, a culture of collaboration, and a community that champions success.
• Empowered to lead, challenge, and create meaningful change.
• Offer incredible career opportunities and work in close collaboration with fantastic colleagues globally to develop and launch innovative software solutions for our customers.
• Huge range of engaging projects where you can get stuck-in and add value whilst taking advantage of ongoing development opportunities to build and hone skills.
• Perks include paid holidays, flexible working hours, a pension plan, and comprehensive health initiatives.
• Supercharge your career, collaborate with industry experts, and thrive in a nurturing environment that powers both professional and personal growth.
• Grow, innovate, and make a real impact.
• Proud of the wide range of incentives and benefits offered globally, reflecting core values: doing well by doing good, putting people first, and open opportunities.
• Go beyond statutory requirements to maximise offerings, investing in flexible working policies, personal growth opportunities, and well-being programmes.
• Emphasise sustainability through volunteering time off and donation matching.
• Champion inclusion through multiple employee networks and cultural initiatives.
• Invest heavily in career and skills development.
• Recognition of employees' efforts is integral, with a global recognition platform and regular employee feedback surveys shaping an inclusive and supportive workplace culture.
• Committed to creating a workplace where you feel valued and respected.
• Believe this environment drives innovation and 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, 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.