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 innovation and customer satisfaction.
- Benefits: Unlimited vacation, hybrid work, health insurance, and career development opportunities.
- Other info: Flexible working arrangements and a strong focus on employee well-being and inclusion.
- Why this job: Make a real impact by helping clients achieve their business goals with cutting-edge solutions.
- 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 & Financial
Security: medical, life and disability insurance, retirement plans, lifestyle, and other benefits.
Sustainability: paid time off for volunteering and donation‑matching opportunities.
- Inclusion: participation in employee communities such as Count Me In,
- , and
Career Development: online learning, accredited courses, and skills navigation tools.
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Contact Details:
UK1 Finastra International Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Customer Success Director in London
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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 UK1 Finastra International Limited.
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.
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How to prepare for a job interview at UK1 Finastra International Limited
✨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 UK1 Finastra International Limited.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at UK1 Finastra International Limited 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 UK1 Finastra International Limited 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.
