At a Glance
- Tasks: Lead customer success for strategic corporate lending clients and drive value realisation.
- Company: Join a leading financial services company focused on customer success.
- Benefits: Unlimited vacation, hybrid work, and comprehensive wellbeing support.
- Other info: Dynamic role with opportunities for professional growth and transformation initiatives.
- Why this job: Make a real impact by helping clients achieve their business goals.
- Qualifications: 8+ years in customer success or account management, preferably in financial services.
The predicted salary is between 80000 - 100000 £ per year.
About the Role 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.
This role is responsible for driving customer adoption, retention, renewal readiness, and long‑term value realization while serving as a trusted advisor to customers and a key partner across Sales, Product, Professional Services, and Support teams.
The successful candidate will combine strong customer relationship management, commercial acumen, and domain expertise in lending or financial services to ensure customers achieve their business objectives and maximize the value of their Finastra investment.
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 and business priorities), hybrid working arrangements, paid time off for voting, bereavement, and sick leave.
Well‑being: access to employee assistance programs, wellbeing champions, and monthly wellbeing events.
Health
Customer Success Director employer: UK1 Finastra International Limited
Finastra is an exceptional employer for the Customer Success Director role, offering a dynamic work culture that prioritises employee well-being and professional growth. With benefits like unlimited vacation, hybrid working arrangements, and a strong focus on customer engagement, employees are empowered to drive meaningful outcomes for clients while enjoying a supportive environment that fosters collaboration and innovation. Located in a vibrant area, this role provides unique opportunities to work with leading financial services solutions, making it a rewarding career choice for those passionate about customer success.
Contact Details:
UK1 Finastra International Limited Recruitment Team
