Senior Customer Success Manager, Corporate Lending
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-10-16
Listing for:
Finastra
Full Time
position Listed on 2026-10-16
Job specializations:
-
Customer Service/HelpDesk
Customer Success Management, Client Relationship Management -
Business
Customer Success Management, Client Relationship Management
Job Description & How to Apply Below
Atlanta:
Full time:
Posted Today:
REQ
1026 _0038276#
** Who are we?
** 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.
** What will you contribute?
** The
** Senior Customer Success Manager, 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. This role acts as a senior point of escalation for customers and internal teams, while also owning the success blueprint for a portfolio of strategic customers.
** Responsibilities & Deliverables:
**** Customer Outcomes & Portfolio Delivery
*** Drive adoption, value realization, and customer outcomes across assigned portfolio
* Ensure consistent execution of Customer Success Plans aligned to customer objectives
* Monitor customer health, usage trends, and outcome attainment at a portfolio level
* Act as escalation owner for high-risk or high-impact customer issues
* Serve as executive sponsor for selected strategic accounts
* Identify and manage risks proactively. Orchestrate resolution process for escalations, working with & mediating internal teams to track, manage and resolve these in a timely and professional manner
** Customer Engagement & Experience
*** Develop and execute Customer Success Action Plans for assigned accounts
* Lead structured engagement models including onboarding, success reviews, and executive business reviews
* Ensure a consistent and high-quality experience across all customer interactions
* Provide clear visibility to customers and leadership on progress, risks, and next steps
* Drive improvements in time-to-value and customer lifecycle effectiveness
* Provide visibility into performance, risks, and upcoming steps
** Retention & Renewal Execution
*** Own customer health performance across the assigned segment
* Proactively identify and mitigate churn risk using structured health frameworks
* In conjunction with sales ensure customers are prepared for renewals through value demonstration and stakeholder alignment
* Partner with Sales on renewal execution and forecasting, providing insight and risk assessments
** Customer Transformation
*** Lead Customer Success engagement for platform modernization initiatives (e.g., cloud adoption, platform upgrades, product consolidation)
* Ensure customers successfully transition from legacy deployments to modern, SaaS-enabled platforms
* Drive adoption of new product capabilities and AI functionality across the customer base
* Partner with Professional Services and Product teams to support migration, implementation, and post-go-live adoption
* Identify transformation risks (technical, operational, stakeholder) and drive mitigation actions
* Track and report value realization from transformation programs, linking adoption to business outcomes
** Change Management & Adoption
*** Establish structured approaches to customer change management and adoption (stakeholder alignment, communications, enablement)
* Act as thought leader for Customer Success community actively driving end-user adoption, behavioral change, and process alignment
* Support customers in navigating organizational, operational, and regulatory…
Position Requirements
10+ Years
work experience
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