Retail Lending CSM: Adoption & Renewal Growth

Finastra; Atlanta (GA); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Unlimited vacation

Hybrid working model

Wellbeing program

Diversity & Inclusion

Job summary

Finastra is seeking a Customer Success Manager for Retail Lending in Atlanta to drive adoption, health, and value realization across key accounts. You will partner with Sales and Product to ensure renewals, mitigate risk, and deliver executive-level reviews.

The role focuses on high-touch engagement with strategic customers and scalable digital motions for broader segments, leveraging Finastra’s LaserPro and Mortgage Bot platforms.

Qualifications

• Experience in enterprise SaaS or financial services software.
• Strong ability to manage complex stakeholder networks.
• Excellent written and verbal communication with executive levels.

Responsibilities

• Drive customer adoption of Retail Lending solutions to achieve business outcomes.
• Own health, renewal readiness, and escalation management for assigned accounts.
• Collaborate with Sales, Support, and Product to reduce risk and increase value.
• Deliver regular business reviews and customer success metrics to stakeholders.

Skills

Customer success

Account management

SaaS

Executive communication

Job description

Finastra is seeking a Customer Success Manager for Retail Lending in Atlanta to drive adoption, health, and value realization across key accounts. You will partner with Sales and Product to ensure renewals, mitigate risk, and deliver executive-level reviews.

The role focuses on high-touch engagement with strategic customers and scalable digital motions for broader segments, leveraging Finastra’s LaserPro and Mortgage Bot platforms.