Customer Success Manager, Retail Lending

Role Overview

The Customer Success Manager, Retail Lending, is responsible for ensuring customers achieve ongoing value, adoption, and satisfaction from Finastra’s Retail Lending solutions. The CSM owns the post-sale customer experience through renewal readiness, acting as a trusted advisor to customer stakeholders while proactively managing adoption, risk, and outcomes.

What You Will Do

Drive customer adoption of Finastra’s Retail Lending platforms, develop and maintain Customer Success Plans, proactively monitor product usage, adoption trends, and outcome attainment across assigned accounts, and deliver targeted enablement, training, and adoption programs.

Why It Might Be a Fit

The ideal candidate will have proven experience in Customer Success, Client Services, or Account Management within enterprise SaaS, experience supporting financial services, lending platforms, or other regulated enterprise software, and strong analytical skills with experience using customer health, usage, and engagement data.

Requirements

• Proven experience in Customer Success, Client Services, or Account Management within enterprise SaaS
• Experience supporting financial services, lending platforms, or other regulated enterprise software
• Proven ability to manage complex customer relationships and influence multiple stakeholders
• Strong analytical skills with experience using customer health, usage, and engagement data
• Excellent communication and executive presentation skills

Benefits

• Flexibility: Enjoy unlimited vacation, subject to local regulations and business priorities
• Well-being: Access confidential one-to-one support through our Employee Assistance Program
• Health & Financial Security: Medical, life and disability insurance, retirement plans, lifestyle, and other benefits
• Sustainability: Paid time off for volunteering and donation-matching opportunities to support causes that matter to you
• Inclusion: Get involved in our inclusion communities, such as Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, and Women@Finastra—open to everyone who wants to participate and contribute
• Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool
• Recognition: Take part in our global recognition program, Finastra Celebrates, and share your voice through regular employee surveys that help shape our culture and ways of working