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.
Who are we?
At Finastra, we are a global leader in financial services software, committed to broadening 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, powering mission‑critical capabilities in Universal Banking, Payments, and Lending.
We are looking for a Director of Strategy, Corporate Development & PMO to join our Universal Banking organisation. This is a high‑impact, enterprise‑level role reporting directly to the Chief of Staff, sitting at the centre of strategy execution, governance, and value delivery for one of Finastra’s most important businesses.
This is an exciting opportunity for someone who can combine strategic thinking with strong execution discipline, and who thrives in complex, matrixed environments with senior‑level exposure.
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 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.
We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we stand for:
Flexibility: Enjoy unlimited vacation, subject to local regulations and business priorities. Benefit from hybrid working arrangements and inclusive policies such as paid time off for voting, bereavement, and sick leave.
Well‑being: Access confidential one‑to‑one support through our Employee Assistance Program, connect with our network of Wellbeing Champions and Gather Groups, and take part in monthly events and initiatives designed to help you thrive—inside and outside of work.
Health & Financial Security: Medical, life and disability insurance, retirement plans, lifestyle, and other benefits.*
Sustainability: Paid time off for volunteering and donation‑matching opportunities to support causes that matter to you.
Inclusion: Get involved in our inclusion communities, such as Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, and Women@Finastra—open to everyone who wants to participate and contribute.
Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.
Recognition: Take part in our global recognition program, Finastra Celebrates, and share your voice through regular employee surveys that help shape our culture and ways of working.
*Specific benefits may vary by location.
At Finastra, each individual is unique—bringing their own ideas, perspectives, cultural backgrounds, and experiences. We learn from one another, value what makes us different, and create an environment where everyone feels included, supported, and able to be their authentic selves.
Be unique. Be exceptional. Help us make a difference at Finastra.
Skills Required
- 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.
- Previous people leadership or team management experience.
Finastra Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Finastra and has not been reviewed or approved by Finastra.
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Leave & Time Off Breadth — Leave is positioned as flexible/“unlimited” in many roles, which can support work-life balance when team norms allow it. Hybrid/flexible working is also framed as a core part of the overall rewards experience.
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Parental & Family Support — Parental leave is described as relatively generous in the US, with multiple references to roughly three months (or around 12 weeks) fully paid and equal leave for mothers and fathers. This is repeatedly highlighted as a meaningful component of the benefits package.
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Wellbeing & Lifestyle Benefits — Wellbeing support is emphasized through offerings like an Employee Assistance Program and TaskHuman coaching, alongside volunteering time off and employee networks. These programs broaden total rewards beyond cash compensation.
Finastra Insights
What We Do
At Finastra our purpose is to unlock the power of finance for everyone & redefine finance for good. We’re the orchestrator of open finance; building and delivering innovative, next-generation technology on our open Fusion software architecture and cloud ecosystem. We’re one of the world’s largest FinTechs, working with over 9,000 customers including 90 of the top 100 banks globally. We’re creating a pioneering open platform that’s disrupting the financial industry, changing how financial software is developed and used. We believe in collaboration for innovation, to unlock the potential of people, businesses and communities. We have an unmatched portfolio of financial software and deliver mission critical solutions for financial institutions of all sizes, on premises or in the cloud. Our open architecture and platform approach embrace a wide ecosystem of partners and co innovators. Together we're leading the way in which applications are written, deployed and consumed in the world of financial services. Our people mission is to be the most loved and inclusive fintech company in the world; a mission we take seriously. DE&I factors into everything we do and every decision we make as a business. When you join Finastra, you open up a world of possibilities. With us, you can supercharge financial institutions, big tech and fintech while also building a more inclusive finance industry. We believe our people thrive when given the opportunity to be their authentic selves and we trust our people to work how, when and where they want; this is OPENworking. Our 2+ policy provides the perfect mix of focused work at home, coupled with the meaningful connection that comes from in person collaboration, coaching and community. We're rolling out a new programme where our people take as much leave as they need; we do not count vacation days and we trust our people to work in a way that suits them, when it suits them. Come join the future of Fintech, and make your world. OPEN.
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