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, health benefits, and career development opportunities.
- Other info: Dynamic role with opportunities for personal growth and community involvement.
- Why this job: Make a real impact in financial services while collaborating with top-tier clients and teams.
- Qualifications: 8+ years in customer success or account management, preferably in enterprise software or financial services.
The predicted salary is between 80000 - 100000 £ 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 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.
Required Skills
- 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.
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.
- Health & Financial Security: Medical, life and disability insurance, retirement plans, and other benefits.
- Sustainability: Paid time off for volunteering and donation‑matching opportunities.
- Inclusion: Inclusion communities such as Count Me In.
- Career Development: Online learning and accredited courses via the Skills & Career Navigator tool.
- Recognition: Global recognition program 'Finastra Celebrates' and regular employee surveys.
- Specific benefits may vary by location.
Customer Success Director in London employer: Finastra
Finastra is an exceptional employer that champions innovation and collaboration in the financial technology sector. With a strong focus on employee growth, we offer extensive training and development opportunities, alongside a flexible work culture that supports hybrid or remote arrangements. Join us to be part of a dynamic team that values your expertise and empowers you to make a meaningful impact in transforming core banking solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Success Director in London
✨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. 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 Customer Success Director in London
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.
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'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
✨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.
✨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 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 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.
