Customer Success Manager, Retail Lending
Core
Ensure customers achieve ongoing value, adoption, and satisfaction from Finastra's Retail Lending solutions (LaserPro and MortgageBot) through post-sale management, renewal readiness, and risk mitigation.
Role type
Senior Customer Success Manager (Enterprise SaaS)
Builds
Finastra's Retail Lending platforms (LaserPro, MortgageBot) for global financial institutions
Domain
Financial Services / Lending / Enterprise SaaS
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Customer Success management, stakeholder influence, complex account management, analytical skills, health/usage data analysis, executive presentation
Preferred skills
Lending/credit/core banking platform experience, Customer Success platform familiarity, scaled/segmented CS model experience, SaaS transformation exposure
Technologies
Customer Success platforms, AI-driven insights tools, health scoring systems
Responsibilities
Drive customer adoption and realization of business outcomes, develop and maintain Customer Success Plans, monitor product usage and adoption trends, identify and manage retention risks, prepare customers for renewals, execute high-touch and digital engagement models, coordinate cross-functional escalations
Seniority
Senior, hands-on IC