Senior Customer Success Manager, Corporate Lending
Core
Senior Customer Success Manager responsible for driving adoption, retention, and renewal readiness for a portfolio of strategic corporate lending customers using Finastra's Loan IQ, Trade, and Corporate Channels platforms.
Role type
Senior IC Customer Success Manager (Corporate Lending)
Builds
Customer success outcomes, retention, and platform modernization for enterprise banking clients
Domain
Financial Services / Corporate Lending / SaaS
Required skills
Portfolio management, customer health monitoring, executive stakeholder engagement, churn risk mitigation, renewal execution, platform transformation leadership, change management, cross-functional collaboration, upsell/cross-sell identification
Preferred skills
Experience with Loan IQ/Trade/Corporate Channels platforms, SaaS transformation, cloud migration, structured metrics-driven models
Technologies
Loan IQ, Trade, Corporate Channels, Customer Success tooling
Responsibilities
Drive adoption and value realization across assigned portfolio; Execute Customer Success Plans and health monitoring; Act as escalation owner for high-risk issues; Lead onboarding, success reviews, and executive business reviews; Partner with Sales on renewal execution and forecasting; Lead customer transformation initiatives (cloud adoption, platform upgrades); Establish change management approaches; Partner with Product/Engineering to resolve issues; Identify expansion opportunities and support upsell/cross-sell
Seniority
Senior, hands-on IC with people leadership experience