At a Glance
- Tasks: Lead customer success for strategic accounts in corporate lending and drive value realisation.
- Company: Join Finastra, a global leader in financial services software shaping the future of banking.
- Benefits: Enjoy unlimited vacation, hybrid work, and a focus on well-being.
- Other info: Collaborative environment with opportunities for personal and professional growth.
- Why this job: Make a real impact by transforming customer experiences in the financial services sector.
- Qualifications: 8+ years in Customer Success or similar roles, with strong stakeholder management skills.
The predicted salary is between 60000 - 75000 £ per year.
At Finastra, we’re a global leader in financial services software, dedicated to expanding access to financial services and shaping the future of banking.
Our solutions support over 7,000 customers, including 80% of the world’s top 50 banks, across more than 110 countries.
We are looking for 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.
About the Role Responsibilities include driving customer adoption, value realization, and business outcomes across the portfolio; developing and executing Customer Success Plans; monitoring customer health, usage trends, and risk indicators; leading account engagements; supporting renewals and expansion; ensuring customer transformation initiatives; and collaborating with cross‑functional teams.
Job 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 Saa S 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.
Required Skills 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
Flexibility: Unlimited vacation (subject to local regulations), hybrid working arrangements, and inclusive paid time off policies.
Well‑being: Employee Assistance Program, Wellbeing Champions, Gather Groups, and monthly events to support overall health.
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