At a Glance
- Tasks: Lead customer success for strategic accounts in corporate lending and drive adoption of innovative solutions.
- Company: Join Finastra, a global leader in financial services software with a collaborative culture.
- Benefits: Enjoy unlimited vacation, hybrid work, well-being support, and opportunities for professional growth.
- Other info: Be part of a dynamic team with excellent career advancement opportunities and a focus on inclusion.
- Why this job: Make a real impact by enhancing customer experiences and driving transformation in financial services.
- Qualifications: 8+ years in customer success or account management, preferably in enterprise software or banking.
The predicted salary is between 80000 - 100000 £ per year.
Director of Strategy, Corporate Development & PMO
We are looking for a Director of Strategy, Corporate Development & PMO to join our Universal Banking organization.
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.
The role is an opportunity to combine strategic thinking with strong execution discipline and succeed in complex, matrixed environments with senior-level exposure.
Customer Success Director - Corporate Lending
We are seeking a Customer Success Director - Corporate Lending to lead customer success outcomes across a portfolio of strategic customers using solutions including Loan IQ, Trade, and Corporate Channels.
Responsibilities include
- Driving customer adoption, retention, renewal readiness, and long-term value realization.
- Developing and executing Customer Success Plans aligned to customer objectives and strategic priorities.
- Monitoring customer health, usage trends, and risk indicators and proactively addressing challenges and managing escalations.
- Leading customer engagements including onboarding, success reviews, and executive business reviews.
- Partnering with Sales teams to support renewals, increase retention, and identify expansion opportunities.
- Acting as a trusted advisor and executive sponsor for key strategic accounts.
- Supporting customer transformation initiatives including cloud migration, platform modernization, upgrades, and Saa S adoption.
- Driving adoption of new product capabilities and promoting best practices for change management and user adoption.
- Collaborating with Product, Engineering, Support, and Professional Services teams to resolve issues and improve customer outcomes.
- Providing customer insights and feedback to influence product strategy and service improvements.
- Contributing to revenue retention, customer satisfaction, and overall portfolio growth through effective customer engagement.
Qualifications
- 8+ years of experience in Customer Success, Account Management, Client Services, or similar customer-facing roles within enterprise software/Saa S 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, Saa S 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.
Benefits
We are proud to offer a range of incentives to our employees worldwide.
- Unlimited vacation (subject to local regulations and business priorities).
- Hybrid working arrangements and inclusive policies such as paid time off for voting, bereavement, and sick leave.
- Well-being support through Employee Assistance Program, Wellbeing Champions, and Gather Groups.
- Medical, life and disability insurance, retirement plans, lifestyle benefits.
- Paid time off for volunteering and donation-matching opportunities.
- Inclusion initiatives such as Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, and Women@Finastra.
- Access to online learning and accredited courses via Skills & Career Navigator.
- Participation in the global recognition program Finastra Celebrates.
Finastra is a global leader in financial services software, supporting over 7,000 customers and 80% of the world’s top 50 banks in more than 110 countries.
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StudySmarter Expert Advice🤫
We think this is how you could land Strategic Customer Success Director, Corporate Lending in City of Westminster
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Finastra Technology. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Strategic Customer Success Director, Corporate Lending in City of Westminster
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Finastra Technology.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Finastra Technology's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Finastra Technology
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Finastra Technology.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Finastra Technology will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Finastra Technology employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
