CareerPlan

Customer Success Manager

AtlantaFull-time2026-02-24 → 2026-11-10
On-site

Core

Ensure customers achieve measurable value from Finastra's financial services software solutions by driving adoption, satisfaction, and long-term retention.

Role type

Senior Customer Success Manager (Financial Services Software)

Builds

Customer success strategies, adoption plans, and value realization frameworks for global banking clients

Domain

Financial Services / Banking Software

Required skills

Account management, Customer Success Plan development, Stakeholder influence, Cross-sell/Up-sell strategy, Risk identification, Escalation resolution, Adoption tracking, Business acumen

Preferred skills

Consulting background, Design-thinking mindset, Root-cause analysis, Reporting synthesis

Technologies

N/A

Responsibilities

Deliver success strategy aligned with coverage models, Build internal partnerships across Sales/Support/Product, Lead proactive customer engagement, Develop and track Customer Success Plans, Coordinate training and resource utilization, Identify cross-sell/up-sell opportunities, Mediate account escalations, Track adoption and health metrics

Seniority

Mid-to-Senior, hands-on IC