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The role is responsible for driving adoption, value realization, and retention for customers using Corporate Lending solutions. It involves acting as a trusted advisor to financial institutions while managing customer health and renewal readiness through both high-touch and digital engagement models.
Requires proven experience in Customer Success or Account Management within enterprise SaaS, specifically supporting financial institutions or regulated software. Candidates should possess strong analytical skills and the ability to influence executive stakeholders in complex environments.
At Finastra, we’re a global leader in financial services software, dedicated to expanding access to financial services and shaping what’s next for the industry. Our technology powers mission‑critical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of the world’s top 50 banks, in more than 110 countries.
The Customer Success Director (CSD) – Corporate Lending is responsible for executing Customer Success strategy across a defined portfolio, region, or segment within Finastra’s Corporate Lending business (Loan IQ, Trade, Corporate Channels).
This role is accountable for delivering customer outcomes at scale—driving adoption, retention, and renewal readiness - while operationalizing a consistent, metric-driven Customer Success model.
The CSD acts as a senior point of escalation for customers and internal teams, while also owning the success blueprint for a portfolio of strategic customers.
Drive adoption, value realization, and measurable customer outcomes across the assigned portfolio
Execute Customer Success Plans aligned to customer objectives and business priorities
Monitor portfolio health (usage, adoption, outcomes) and intervene proactively
Own escalations for high-risk or high-impact issues, driving timely resolution across teams
Act as executive sponsor for selected strategic accounts
Develop and execute account-level Customer Success action plans
Lead structured engagements (onboarding, success reviews, Executive Business Reviews)
Deliver a consistent, high-quality customer experience across all touchpoints
Provide clear visibility on progress, risks, and next steps to customers and leadership
Improve time-to-value and lifecycle effectiveness across the portfolio
Own customer health and retention performance for the assigned segment
Proactively identify and mitigate churn risk using structured health frameworks
Partner with Sales to drive renewal readiness through value articulation and stakeholder alignment
Support renewal forecasting with clear risk assessments and insights
Lead Customer Success engagement for transformation initiatives (cloud, upgrades, platform consolidation)
Drive successful transitions from legacy to SaaS-enabled platforms
Accelerate adoption of new capabilities, including AI-driven functionality
Partner with Product and Professional Services on migration and post-go-live adoption
Identify and mitigate transformation risks; track value realization linked to business outcomes
Establish structured change and adoption frameworks (stakeholder alignment, enablement, communications)
Drive user adoption, behavioral change, and process alignment
Support customers through organizational and operational impacts of transformation
Reinforce adoption through usage insights, health metrics, and targeted interventions
Partner with Product, Engineering, Support, and Services to resolve issues and improve outcomes
Provide actionable customer feedback to influence product enhancements
Act as a key interface across Customer Success and the wider Lending organization
Drive alignment across lifecycle functions to deliver a unified customer experience
Contribute to internal enablement and continuous improvement initiatives
Serve as the primary post-sales trusted advisor
Identify and develop expansion opportunities aligned to customer strategy
Partner with Sales on upsell and cross-sell execution
Align services, success, and support teams to commercial priorities
Contribute to Net Revenue Retention through strong engagement and value delivery
Customer adoption and portfolio health
Gross retention and churn reduction
Renewal readiness and forecast accuracy
Customer satisfaction (NPS / CSAT)
Time-to-value and onboarding effectiveness
Engagement effectiveness across customer segments
8–12 years in Customer Success, Account Management, or Client Services within enterprise SaaS
3–5 years in people leadership or team management
Proven track record managing complex portfolios and delivering retention outcomes
Experience within financial services, lending, or trade finance
Experience with corporate lending platforms (e.g., Loan IQ, Trade, Corporate Channels)
Familiarity with Customer Success tools and digital engagement models
Exposure to SaaS transformation, cloud migration, or platform modernization
Strong stakeholder management, including executive-level engagement
Experience operating in metrics-driven Customer Success environments
Data-driven, with strong analytical and problem-solving capability
Excellent communication and presentation skills across technical and business audiences
We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we stand for:
Flexibility: Enjoy unlimited vacation, subject to local regulations and business priorities. Benefit from hybrid working arrangements and inclusive policies such as paid time off for voting, bereavement, and sick leave.
Well‑being: Access confidential one‑to‑one support through our Employee Assistance Program, connect with our network of Wellbeing Champions and Gather Groups, and take part in monthly events and initiatives designed to help you thrive—inside and outside of work.
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.
Specific benefits may vary by location.
At Finastra, each individual is unique—bringing their own ideas, perspectives, cultural backgrounds, and experiences. We learn from one another, value what makes us different, and create an environment where everyone feels included, supported, and able to be their authentic selves.
Be unique. Be exceptional. Help us make a difference at Finastra.
Innovating Finance Together
We’re partnering with financial institutions to deliver reliable and secure mission-critical financial services software shaped by their needs and driven by innovation.
Offices: 4 Kingdom Street, Paddington, London W26BD, GB · Media City PO Box 29561, 11th Floor, Dubai, Dubai 0000, AE · 285 Madison Ave, 4th Floor, New York, New York 10017, US · 120 Bremner Boulevard, 30th Floor, Toronto, Ontario M5J 0A8, CA · 5 Shenton Way, #12-01/04, Singapore, Singapore 068808, SG
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