Retail Lending CSM — Drive Adoption, Renewal & Growth

Finastra; Atlanta (GA); Sur place; USD 95 000 - 140 000; Plein temps

Avantages offerts par ce poste

Unlimited vacation

Hybrid working arrangements

Employee Assistance Program

Wellbeing initiatives

Volunteer time off

Résumé du poste

Finastra is seeking a Customer Success Manager for Retail Lending in Atlanta to lead post-sale engagement, promote adoption, and drive value realization across LaserPro and MortgageBot platforms.

You will steward customer health, manage renewals, and collaborate with Sales, Product, Support, and Professional Services to align outcomes with business goals and regulatory needs. This role blends high-touch tactics with scalable, digital engagement.

Qualifications

• 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.

Responsabilités

• Drive customer adoption of Finastra’s Retail Lending platforms to ensure realization of intended business and operational outcomes.
• Develop and maintain Customer Success Plans aligned to customer goals, regulatory requirements, and platform capabilities.
• Proactively monitor product usage, adoption trends, and outcome attainment across assigned accounts.
• Deliver targeted enablement, training, and adoption programs.
• 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.
• Own customer health for assigned accounts, proactively identifying and mitigating retention risk.
• Prepare customers for successful renewals by ensuring value realization, stakeholder alignment, and issue resolution.

Connaissances

Customer Success

Analytical skills

Communication skills

Executive presentation

Financial services knowledge

Outils

Customer Success platforms

Description du poste

Finastra is seeking a Customer Success Manager for Retail Lending in Atlanta to lead post-sale engagement, promote adoption, and drive value realization across LaserPro and MortgageBot platforms.

You will steward customer health, manage renewals, and collaborate with Sales, Product, Support, and Professional Services to align outcomes with business goals and regulatory needs. This role blends high-touch tactics with scalable, digital engagement.