Customer Success Manager, Retail Lending
Core
Ensure customers achieve ongoing value, adoption, and satisfaction from Finastra's Retail Lending solutions (LaserPro and MortgageBot) by acting as a trusted advisor and managing post-sale experiences.
Role type
Senior Customer Success Manager (Enterprise SaaS)
Builds
Customer health, adoption, retention, and renewal readiness for financial services clients
Domain
Financial Services / Lending / Enterprise SaaS
Required skills
Customer Success management, stakeholder influence, risk management, data analysis, executive presentation, retention strategy, cross-functional collaboration
Preferred skills
Lending/credit platform experience, Customer Success platform proficiency, scaled CS model experience, SaaS transformation exposure
Technologies
LaserPro, MortgageBot, Customer Success platforms, AI-driven insights tools
Responsibilities
Drive customer adoption and value realization; own customer health and retention risk; prepare for renewals; identify expansion opportunities; execute high-touch and digital engagement models; manage escalations; provide feedback to product teams
Seniority
Senior, hands-on IC