Customer Success Director
Core
Lead customer success outcomes for a portfolio of strategic Corporate Lending customers, driving adoption, retention, and value realization for Finastra's financial services software.
Role type
Director of Customer Success (Corporate Lending)
Builds
Customer success plans, adoption strategies, and transformation initiatives for enterprise banking clients.
Domain
Financial services / Corporate Lending / Banking Technology
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Enterprise software/SaaS customer success management, complex portfolio retention and renewal, financial services domain expertise, executive stakeholder management, metrics-driven customer health analysis, customer transformation leadership, cloud adoption and SaaS migration, product strategy influence, revenue growth management
Preferred skills
People leadership experience, familiarity with Loan IQ, Trade, or Corporate Channels solutions
Technologies
Loan IQ, Trade, Corporate Channels, Cloud platforms
Responsibilities
Drive customer adoption, value realization, and business outcomes across a portfolio of Corporate Lending customers; Develop and execute Customer Success Plans aligned to customer objectives; Monitor customer health, usage trends, and risk indicators; Lead customer engagements including onboarding, success reviews, and executive business reviews; Partner with Sales teams to support renewals and identify expansion opportunities; Act as a trusted advisor and executive sponsor for key strategic accounts; Support customer transformation initiatives including cloud migration and platform modernization
Seniority
Director, strategic leadership
