Customer Success Manager - Payments
Core
Ensure customers achieve measurable value from Finastra's financial services solutions by driving adoption, value realization, and long-term retention.
Role type
Senior Customer Success Manager (Payments)
Builds
Customer success strategies, adoption plans, and value realization outcomes for financial institutions
Domain
Financial services software (Lending, Payments, Universal Banking)
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Account management, Customer Success Plan development, Stakeholder influence, Business acumen, Risk identification, Cross-sell/up-sell strategy, Health metrics tracking, Issue resolution
Preferred skills
Consulting background, Design-thinking mindset, Autonomous ownership
Technologies
N/A
Responsibilities
Deliver success strategy aligned with coverage models, Build internal partnerships across Sales/Support/Product, Lead proactive customer engagement from point of sale, Develop Customer Success Plans connecting business goals to value propositions, Maximize value by coordinating internal teams and driving improvements, Partner with Support to ensure training and resource utilization, Identify cross-sell/up-sell opportunities, Proactively identify account risks and mediate escalations, Track and report on adoption, usage, and health metrics, Maintain strong customer relationships based on credibility and value delivery
Seniority
Senior, hands-on IC