Hybrid Customer Success Manager — Retail Lending

US1 Finastra Technology, Inc

Atlanta (GA)

On-site

USD 100,000 - 140,000

Full time

5 days ago

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Benefits offered by this job

Unlimited vacation

Hybrid working arrangements

Health & life insurance

Pension plan

Volunteer time off

Inclusion networks

Career development opportunities

Recognition program

Job summary

Finastra is seeking a Customer Success Manager for Retail Lending to ensure ongoing value, adoption, and satisfaction with LaserPro and MortgageBot. You will own the post-sale customer experience, manage adoption, risk, and outcomes, and drive renewal readiness across a portfolio of accounts.

You will collaborate with Sales, Product, Support, and Professional Services to deliver structured engagement, onboarding, and executive reviews.

Qualifications

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

Responsibilities

Drive customer adoption to ensure business and operational outcomes.
Develop and maintain Customer Success Plans aligned to goals and regulatory requirements.
Proactively monitor product usage, adoption trends, and outcomes across accounts.
Deliver targeted enablement, training, and adoption programs.
Own customer health for assigned accounts and renewal readiness.
Identify and communicate expansion opportunities to Sales and Account Management.
Coordinate onboarding, issue resolution, and executive business reviews.