Customer Success Director

Role Overview

We are seeking a Customer Success Director to lead customer success outcomes across a portfolio of strategic customers using solutions including Loan IQ, Trade, and Corporate Channels. This role is responsible for driving customer adoption, retention, renewal readiness, and long-term value realization.

What You Will Do

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 and strategic priorities.

Why It Might Be a Fit

The successful candidate will combine strong customer relationship management, commercial acumen, and domain expertise in lending or financial services to ensure customers achieve their business objectives and maximize the value of their Finastra investment.

Requirements

• Proven, demonstrable experience in Customer Success, Account Management, Client Services, or similar customer-facing roles within enterprise software/SaaS environments.
• Proven success managing complex enterprise customer portfolios and driving retention and renewal outcomes.
• Experience within financial services, corporate lending, banking technology, or trade finance.
• Strong executive stakeholder management and customer engagement skills.
• Demonstrated ability to operate within metrics-driven Customer Success frameworks using customer health and adoption data.
• Experience leading customer transformation initiatives, including cloud adoption, SaaS migrations, or platform modernization.
• Excellent communication, presentation, and relationship-building skills across technical and business audiences.
• Strong analytical and problem-solving capabilities with a proactive approach to risk management.
• Experience with Corporate Lending solutions such as Loan IQ, Trade, or Corporate Channels is highly desirable.
• Previous people leadership or team management experience is advantageous.

Benefits

• Flexible working arrangements
• Confidential one-to-one support through Employee Assistance Program
• Medical, life and disability insurance
• Retirement plans
• Paid time off for volunteering and donation-matching opportunities
• Inclusive policies such as paid time off for voting, bereavement, and sick leave
• Online learning and accredited courses through Skills & Career Navigator tool
• Global recognition program, Finastra Celebrates
• Regular employee surveys that help shape our culture and ways of working