Finastra

Customer Success Director

Atlanta · Director

Sponsorship not specifiedDetected 8 days ago

Account ManagementForecastingCustomer SuccessAccount RetentionLeadershipCommunicationCollaboration

About the role

The Customer Success Director (CSD) - Corporate Lending is responsible for executing Customer Success strategy across a defined portfolio, region, or segment within Finastra's Corporate Lending business (Loan IQ, Trade, Corporate Channels).
This role is accountable for delivering customer outcomes at scale-driving adoption, retention, and renewal readiness - while operationalizing a consistent, metric-driven Customer Success model.
Benefit from hybrid working arrangements and inclusive policies such as paid time off for voting, bereavement, and sick leave.

Drive adoption, value realization, and measurable customer outcomes across the assigned portfolio
Own escalations for high-risk or high-impact issues, driving timely resolution across teams
Develop and execute account-level Customer Success action plans
Lead structured engagements (onboarding, success reviews, Executive Business Reviews)
Deliver a consistent, high-quality customer experience across all touchpoints
Partner with Sales to drive renewal readiness through value articulation and stakeholder alignment
Support renewal forecasting with clear risk assessments and insights
Lead Customer Success engagement for transformation initiatives (cloud, upgrades, platform consolidation)
Drive successful transitions from legacy to SaaS-enabled platforms
Partner with Product and Professional Services on migration and post-go-live adoption

Proven experience in Customer Success, Account Management, or Client Services within enterprise SaaS
Proven track record managing complex portfolios and delivering retention outcomes
Experience within financial services, lending, or trade finance
Experience with corporate lending platforms (e.g., Loan IQ, Trade, Corporate Channels)
Familiarity with Customer Success tools and digital engagement models

Access online learning and accredited courses through our Skills & Career Navigator tool.

Enjoy unlimited vacation, subject to local regulations and business priorities.
Medical, life and disability insurance, retirement plans, lifestyle, and other benefits.*
Paid time off for volunteering and donation‑matching opportunities to support causes that matter to you.
Monitor portfolio health (usage, adoption, outcomes) and intervene proactively
Own customer health and retention performance for the assigned segment
Proactively identify and mitigate churn risk using structured health frameworks
Reinforce adoption through usage insights, health metrics, and targeted interventions

At Finastra, we're a global leader in financial services software, dedicated to expanding access to financial services and shaping what's next for the industry.
Our technology powers mission‑critical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of the world's top 50 banks, in more than 110 countries.
What will you contribute?
The CSD acts as a senior point of escalation for customers and internal teams, while also owning the success blueprint for a portfolio of strategic customers.
Provide clear visibility on progress, risks, and next steps to customers and leadership
Support customers through organizational and operational impacts of transformation

This listing is sourced directly from Finastra's careers page and normalized into a canonical job model.