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.
The Customer Success Manager (CSM), Corporate Lending, is responsible for driving customer adoption, value realization, and satisfaction across Finastra’s Corporate Lending solutions (Loan IQ, Trade, and Corporate Channels)
This role owns the post-sale customer lifecycle, focusing on retention, customer health, and renewal readiness, while acting as a trusted advisor to banking clients. It balances high-touch engagement for strategic accounts with scaled, digital customer success approaches.
- Drive adoption and ensure customers achieve business and operational outcomes
- Develop and maintain Customer Success Plans aligned to client goals
- Monitor usage and proactively identify risks or gaps
- Deliver enablement and training programs
- Manage escalations and coordinate issue resolution
- Act as a trusted advisor to customer stakeholders
- Own customer health and proactively mitigate churn risk
- Prepare accounts for successful renewals
- Partner with Sales on renewal execution and forecasting
- Serve as primary post-sales contact
- Identify and support upsell and cross-sell opportunities aligned to customer needs
- Execute onboarding, success reviews, and executive engagements
- Ensure consistent, high-quality customer experience
- Provide visibility on progress, risks, and next steps
- Leverage digital programs and AI-driven insights for engagement
- Support webinars, campaigns, and scalable enablement initiatives
- Balance high-touch and digital engagement models
- Collaborate with Product, Engineering, Support, and Services teams
- Provide customer feedback to support product improvements
- Contribute to internal knowledge sharing and best practices
- Customer adoption and health
- Retention and renewal performance
- Customer satisfaction (NPS/CSAT)
- Time-to-value and engagement effectiveness
- Experience in Customer Success, Account Management, or Client Services (enterprise SaaS)
- Background in financial services, lending, or trade finance solutions
- Strong stakeholder management and analytical skills
- Excellent communication and presentation abilities
- Experience with corporate lending or trade finance platforms
- Familiarity with Customer Success tools and digital engagement models
- Exposure to SaaS transformation or platform modernization initiatives
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
- Experience in Customer Success, Account Management, or Client Services (enterprise SaaS)
- Background in financial services, lending, or trade finance solutions
- Strong stakeholder management and analytical skills
- Excellent communication and presentation abilities
- Experience with corporate lending or trade finance platforms
- Familiarity with Customer Success tools and digital engagement models
- Exposure to SaaS transformation or platform modernization initiatives
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.
